Jon Ryan Quindiagan

[USA NEWS 🇺🇸 @usanewshq]

Watch the look on this cab driver’s face after Knicks fans destroyed his car, leaving him unable to work.

[Jon Ryan Quindiagan @QuindiaganJon]

@DavidSacks Thank you for the information.

[Michael Saylor @saylor]

Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC https://t.co/1Zf1AVsP1H

[The Kobeissi Letter @KobeissiLetter]

The US job market is experiencing a historic divergence:

US information technology employment has declined -11%, since the launch of ChatGPT in November 2022.

During this period, the tech sector has shed -332,000 jobs, down to 2.78 million.

At the same time, private education and health service employment has risen +13%, to an all-time high.

This comes as the sector has added +3.16 million jobs.

As a result, technology employment is now below pre-pandemic levels seen between 2017 and 2019.

AI remains a key force transforming labor market conditions.

[Nostalgia @NostalgiaFolder]

“If you had invested in Apple in 2007…”

Me in 2007:

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 closes at its highest level on record, now on track for a 10-week win streak for the first time since 1985.

That's +$11.7 TRILLION in market cap since March 30th.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Hewlett Packard Enterprise stock, $HPE, surges over +33% after reporting stronger than expected earnings due to AI.

[Jon Ryan Quindiagan @QuindiaganJon]

@YahooFinance @scottmelker Strategy owns over 840,000 bitcoins. The company sold 32. Maybe if there’s a significant market correction then more will be moved.

[Jon Ryan Quindiagan @QuindiaganJon]

@SenSanders Keep up the good work!

[Bloomberg @business]

Nvidia is entering the PC market with a new superchip

With Windows running on the chips, the company is going head-to-head with Intel and AMD, @TomMackenzieTV explains https://t.co/LnItXukPQN

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Micron, $MU, extends gains to rise above $1,000/share for the first time in history, now worth nearly $1.2 trillion.

This stock was worth $60 billion just 13 months ago.

[Jon Ryan Quindiagan @QuindiaganJon]

@chakravartiiin Thank you for sharing this!

[Julie Fredrickson @AlmostMedia]

In one of the largest religion surveys ever conducted, perhaps surprisingly, people who are actively religious are the ones who have the highest confidence in AI right now

[TFTC @TFTC21]

Ken Griffin went home on a Friday "fairly depressed" after watching AI agents at Citadel do work that used to take teams of PhDs in finance months to complete. Done in days.

His words: "These are not mid-tier white collar jobs. These are extraordinarily high skilled jobs being automated by agentic AI."

This is the head of one of the most successful hedge funds in history saying the people he pays seven figures to analyze markets and structure deals are being replaced by software that works in hours instead of months. Not theoretically. In his own office. Right now.

The Coatue deck we covered earlier this week called agents "the biggest unlock" in AI. Griffin just confirmed it from the buy side. The shift from copilots to agents is not a future event. It is already happening at the highest levels of finance.

[Jon Ryan Quindiagan @QuindiaganJon]

@MarioNawfal Thank you for the information.

[Jon Ryan Quindiagan @QuindiaganJon]

@stats_feed Insane.

[Rothmus 🏴 @Rothmus]

130k tech layoffs year-to-date.

Insane.

[Mark Cuban @mcuban]

20 years old and still pretty good