Tom Pickel

Founder of Pickel Fintech. We created Souppe, Cuebit, SentiSift, The13F and Capitol Gains among others, and provide AI automation and advisory services.

[Tom Pickel @pickelfintech]

@AVIMARGOLIS היי, תשתמש ותבין 😊

[Tom Pickel @pickelfintech]

שמח להציג את דילי 🛒

אפליקציה שהופכת את הביקור בסופר להרפתקה: דילי מציגה את המוצרים הכי זולים באזור שנמכרים בחנות הקרובה.

הגעתם לסופר? פתחו את האפליקציה, שקשקו את המכשיר וגלו אילו הפתעות מחכות לכם על המדף 🙂

https://t.co/7WvbGh2ETi

[Tom Pickel @pickelfintech]

Interesting signal.

[Capitol Gains @CapitolGainsUS]

Reported US political trading turned net selling across the board in the trading week to Aug 2. That is the heaviest selling in 13 weeks. Behind it are 117 reported trades from eight members of Congress. https://t.co/jwjNCdVITL

[Cuebit @Cuebitpro]

Investment themes don't announce themselves.

They emerge from events scattered across companies, industries and countries.

Cuebit collects and analyzes those events to connect the dots.

This time, 385 stories revealed the race to build a critical-minerals supply chain outside China and the 13 companies caught up in it.

https://t.co/YhnMc1gRKv

[Tom Pickel @pickelfintech]

I love the work we do.

[Cuebit @Cuebitpro]

We mapped 17,681 AI stories across the value chain, placing 95 companies by layer, direction and magnitude of impact.

One bottleneck stood out: memory shortages are expected to peak in 2027, as EUV lithography capacity expands.

https://t.co/34hkc2uUha

[Tom Pickel @pickelfintech]

AI has a context problem.

LLMs are powerful pattern-recognition machines, but they still depend on the information, assumptions and framing we give them. For a trained model, context is paramount.

That is why human judgment remains so important.

https://t.co/f8DbA9Udw0

[Cuebit @Cuebitpro]

The US and its allies are racing to get off Chinese rare earths.

Cuebit tracked 385 stories in three months. The critical bottleneck remains refining and magnet production, where China still dominates. We see opportunity.

https://t.co/TEqVBLcTfH

[Tom Pickel @pickelfintech]

Following ideas like this is what Cuebit is all about.

[Cuebit @Cuebitpro]

The West is racing to break China's grip on rare earths.

Cuebit read 385 stories from the past three months. The surprising part: finding minerals isn't the main problem.

The bottleneck is refining and magnets.

Special Cue Report:
https://t.co/TEqVBLcTfH

[Cuebit @Cuebitpro]

AI spending came with serious numbers this week: Nvidia joined a $500B AI buildout, Microsoft took delivery of a $9.7B data center and CoreWeave jumped 19.4%.

Meanwhile, Alphabet’s positive news couldn’t stop a 3.3% slide.

https://t.co/RB7hk3SMdh

[Tom Pickel @pickelfintech]

Cuebit lets you follow ideas that matter for your portfolio. Know first, connect the dots before everyone else and invest wisely.

[Cuebit @Cuebitpro]

A leaked UK Grid report warns that the push for net-zero emissions increases blackout risks in the UK. This development follows Larry Fink's earlier concerns about AI's energy demands and the focus on data centers driving the U.S. energy crisis.

[Tom Pickel @pickelfintech]

Cuebit helps you connect the dots into a clear picture. Create your Cue and start making better decisions --> https://t.co/wDGeaOpNMG

[Cuebit @Cuebitpro]

Gold prices crashed from $5,500 to $4,160 as the Iran conflict began, showing heightened volatility in safe-haven assets. Experts now see this as a buying opportunity.

What do you think? Follow gold and silver by setting up your Cue. --> https://t.co/tgZUn8DhTN

[Cuebit @Cuebitpro]

Is Big Tech hiding $1.65 trillion in debt? Investor are concerned about transparency and financial health. This follows news that Oracle and other tech firms are heavily investing in AI data centers, partly funded by bond markets. Create a Cue and stay wise- Cuebit.

[Tom Pickel @pickelfintech]

Have an idea you find interesting? Cue it!

[Cuebit @Cuebitpro]

US federal debt has reached $39.5 trillion. Comparisons to WWII-era levels are back, with interest rates and public spending the pressure is mounting.

Worried about this? Cue it. Cuebit watches it and tells you the moment something happens.

https://t.co/YNtzVgDbkX

[Cuebit @Cuebitpro]

US federal debt has reached $39.5 trillion. Comparisons to WWII-era levels are back, with interest rates and public spending the pressure is mounting.

Worried about this? Cue it. Cuebit watches it and tells you the moment something happens.

https://t.co/YNtzVgDbkX

[Capitol Gains @CapitolGainsUS]

6 US politicians reported selling Communication Services stocks over the past month - 14 sales, including $GOOGL, META, FOX and TTD.

Selling pressure in the sector has deepened four straight weeks and now sits well outside its 33-week norm.

-> https://t.co/lAVjw7z93m

[Cuebit @Cuebitpro]

The Cue Report for the week of Jul 13 is out. Intel appeared in 16 stories with coverage leaning positive overall, while the shares fell 7.8% over those same days. Where news and price parted ways this week, shown side by side.
https://t.co/reUnmjNTEb

[Cuebit @Cuebitpro]

Wall Street's AI selloff deepened this week, the Nasdaq down 1.4%. At the same time Europe's heatwave is straining energy supplies, adding pressure to markets already under stress. One Cue caught both forces. Follow the idea and the story finds you.

[Tom Pickel @pickelfintech]

One instruction produced a real-time record of a week-long global sell-off, with nothing to watch by hand.

Follow the same idea: https://t.co/0ErZFYx5Qo

Cuebit → @Cuebitpro

[Tom Pickel @pickelfintech]

On Jul 3 we gave Cuebit, our real-time idea tracker, one instruction: flag market routs, wherever they form.

Over the week that followed it documented an entire global sell-off, each development the moment it was reported. The sequence:

[Tom Pickel @pickelfintech]

Within a day it was global. The chip rally collapsing and dragging down the Nasdaq. Europe's worst session since March. Spain's IBEX falling on a US trade halt. Samsung sliding. Asian markets lower.

Each one arrived as it was reported.