Smartkarma

[Smartkarma @smartkarma]

@business Multi-Decade Horizon Dilutes Headline Capex https://t.co/PhOH4qhsTf

[Smartkarma @smartkarma]

@Snaljapen Yup; that’s right. Blind tests were very insightful!

[Smartkarma @smartkarma]

Recent developments at OpenAI:

Synthetic expert transcript on the delay in their IPO, implications for the company and sector overall, and outlook for rest of 2026/2027. Also discuss top backer motivations and board room pressures.

https://t.co/duX1xl0ahN

[Smartkarma @smartkarma]

$INFY utilization hits 100%, lowest availability in 52 weeks at 0.28% - shorts face maximum squeeze constraints. https://t.co/3BNbJK00pu

[Smartkarma @smartkarma]

What's next for AlphaSense m&a.
A synthetic transcript on AlphaSense AI strategy including M&A approach. Also their APAC expansion and growth.
https://t.co/9WZw5lQF3k

[Smartkarma @smartkarma]

GCash IPO - game changer for the Phils market and PSE.

https://t.co/5OWknXTxM1

[Smartkarma @smartkarma]

Polymarket At $375M/year!

https://t.co/p5vGKf2Qk2

[Smartkarma @smartkarma]

📈 Earnings Alert $MU - Micron 3Q Adj Gross Margin Beats Estimates:
∙ Adj gross margin 84.9% vs. 39% y/y, est 81.9%
∙ Adj operating income margin 81.2% vs. 26.8% y/y, est 77.9%
∙ Adj operating expenses $1.52b, +34% y/y, est $1.43b

https://t.co/qDiuXhyemw

[Smartkarma @smartkarma]

🚨BREAKING: ANTHROPIC SLAMS ALIBABA OVER AI THEFT

The intellectual property dispute could rattle investor confidence in AI security and Chinese tech stocks.

$BABA

[Smartkarma @smartkarma]

🚨BREAKING: ANTHROPIC POACHES GOOGLE AI

Signals escalating talent war, threatening Google's AI leadership.

$GOOGL

[Smartkarma @smartkarma]

🚨BREAKING: BINANCE ABANDONS EU LICENSE BID The withdrawal signals mounting regulatory hurdles for major crypto exchanges in the European Union.

[Smartkarma @smartkarma]

🚨BREAKING: CRUDE STOCKS PLUMMET, MARKET RAGES

The 6.09 million barrel inventory fall signals severe supply tightening, fueling a sharp price rally.

[Smartkarma @smartkarma]

🚨BREAKING: RATE FEARS HAMMER GOLD

Rate-hike fears intensify, sending prices below $4,000 an ounce.

[Smartkarma @smartkarma]

@heteronomics If you found this useful:
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Smartkarma subs can continue reading:
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6x

[Smartkarma @smartkarma]

🧵Smartkarma #macro #threadoftheday

Sentiment On Yo-Yo Diet
— Phil Rush @heteronomics

1/

[Smartkarma @smartkarma]

@heteronomics In Conclusion:

"Services sentiment is bouncing back globally, but the UK can keep yo‑yoing through revisions amid another bout of political upheaval. Excess inflation without demand destruction supports recent hikes." — Phil Rush

5/

[APAC IPOs @AEQResearch]

SK Hynix (000660 KS) (SKH), a leading global memory producer, aims to raise up to US$30bn via an ADR listing. In this note, we talk about the recent updates. #ipo #placement #hynix $000660.KS https://t.co/VwL8XhaMlj