Aiden Koo

[Jim Cramer @jimcramer]

The market is telling the hyperscalers no more money for you. You are reckless. These companies think they are paragons and fabulous stewards of our capital. If that's the case why are they spending more money on the lowest part of the tech food chain?

[Aiden Koo @rawinss]

@LoganKi04925170 장기계약이란게 NCNR이아니라 Cancel window로 운용 되는거아닌가 반도체시장은 이걸 늘릴뿐 NCNR로 는 거진 안하는데? 정말 커스터마이징칩 제외하고는

[Aiden Koo @rawinss]

@hyerijo_ 응원합니다.

[Aiden Koo @rawinss]

@fednmad 구글 마소 세일즈포스가 이미 표준화작업 시작함 강력한 호재라고 보임

[The Information @theinformation]

Google, Microsoft and Salesforce are backing a new AI software standard aimed at keeping enterprise apps at the center of workplace automation.

This could blunt OpenAI and Anthropic’s push to make ChatGPT and Claude the main gateway for work AI.

Read more: https://t.co/VGhOR37Tvk

[Aiden Koo @rawinss]

@FlippieFinance Pre-IPO AI hype is easy. Once public, financial reality hits — growth and profit pressure crushes the stock, and they end up fighting for scraps inside existing SaaS ecosystems.

[Bourbon Insider Research @BourbonInsider]

$MSFT and $META are two of the best companies for the future according to the WSJ

2026 list:

[Kris Patel 🇺🇸 @KrisPatel99]

$MSFT

The recent rumor by Microsoft hosting a Microsoft Version of DeepSeek is a validation point on what we're likely to see going forward.

Microsoft is seeing its stock price crater in real time and are taking steps to protect margins and FCF. As much as they believe in AI being a winner for them long term, they're no longer hiding their efficiency drive. The model layer is the most commodizable part of the whole ecosystem, especially for simpler tasks.

This is the same playbook that every SaaS vendor is going to use going forward. Build SaaS products around the most cost efficient models and charge clients based on usage. Customers will sign up in droves because it will be essentially "Free" to try but once they are hooked, they will become junkies forever.

$ADBE is already leaning into this Freemium model with huge demand and likely will convert users later.

[Salesforce @salesforce]

We're expanding our partnership with @Databricks to help organizations create a shared foundation for human and agent work.

As work increasingly happens through agents, automation, and conversational interfaces, having a complete, unified view of your business has never been more essential. By connecting governed enterprise data with customer and operational context, Salesforce and Databricks are empowering organizations to turn deep understanding into trusted, seamless action.

“The challenge is no longer building more agents. It’s giving agents the trusted data, business context, governance, and workflows required to operate safely at enterprise scale,” said Rahul Auradkar, President and GM, Data Foundations, Salesforce. “Together, Salesforce and Databricks are helping customers build a new operating model where humans and agents work side by side to accelerate productivity and business growth.”

To create this shared foundation, we are expanding our partnership across three key areas:

1. Governed Business Context: We are expanding our Zero Copy integration to extend trust controls across both platforms. With capabilities like Federated Authentication and identity mapping, organizations can ensure users and AI agents operate against the exact same governed enterprise context, permissions, and security controls—regardless of where the data resides.

2. Cross-Platform Discovery & Action: We are making it effortless to take action without custom integrations. Through Federated Search and bi-directional Model Context Protocol (MCP) integrations, users and agents can seamlessly discover information and work across Salesforce and Databricks.

3. Enterprise Context in the Flow of Work: We are bringing Databricks-powered insights and AI experiences directly into Slack. Whether it's asking Databricks Genie about inventory risks or getting real-time threat alerts through Databricks Lakewatch, teams and agents can access trusted information and accelerate decision-making without ever switching systems.

“Salesforce and Databricks help us bring together fan data from across our business into a trusted foundation for AI. With that context, our teams and agents can better understand each fan, recommend the next best action, and create more personalized experiences across every interaction.” — Joey Graziano, Chief Commercial Officer at Pacers Sports & Entertainment.

The gap between reasoning and action is officially closed.

Humans and agents, working side-by-side on a single, trusted foundation.

This is the new operating model for the enterprise.

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[Aiden Koo @rawinss]

@3_TSLA 특정시점에서 타이밍으로 버는거에 매몰되기보단 부동산처럼 레버리지를 쓰던 모하던 1배 ETF 지수로 꾸준히 시간에 녹이면 복리로 자산은 불어난다 대부분 이걸 너무 지루해할뿐 이걸 부모세대 부를 땡겨서 벌려고 하니 무리하는건데 쉽지않지 인정하고 천천히 갑시다

[Rihard Jarc @RihardJarc]

A few thoughts that come up from this suspension of Fable/Mythos:

1. Even if this decision is changed the move set a precedence. Investors investing in AI model providers will start to price for this risk. The idea of one company monopolizing and developing “digital god” and reaping all the economic benefits of it is dead. This opens the question of the ability of these top frontier AI labs to pay for the big compute commitments.

2. Enterpises will rush to orchestration platforms as they will want to have the option to switch between different AI model providers with ease not just because of effectivness of models but also because of the risk that the model or provider is banned by the government. Hyperscalers are in a great position to be that orchestration layer between different providers.

3. There is going to be an acceleration of AI models exclusive for specific vertical use-cases (models that dont have cyber or other capabilities so the chances of gov reach is lower), competiton here is going to expand to outside of the top 3 AI labs IMO.

[Aiden Koo @rawinss]

@jimcramer 안멍청해 오히려 사고 있지 VOO비중 유지하면서

[Aiden Koo @rawinss]

@jimcramer 아냐 룰은 지키라고 있는거지

[Aiden Koo @rawinss]

@CoinDesk 굿 뉴스!!

[Axios @axios]

S&P will not change the rules to allow SpaceX into its benchmark index early https://t.co/p9AMnFtE7V

[Aiden Koo @rawinss]

@EricBalchunas 당연한결과이고 VOO가 대부분인 장기투자자입장에사 다시한번 신뢰하기에 의심의여지가 없음 그어떤 기업도 특혜가 있으면 안됨 정해진 규칙으로 가야지 광기와 버블로 움직일텐데 변동성만 키울뿐

[Barchart @Barchart]

JUST IN 🚨: S&P Dow Jones will not change rules to make it easier for SpaceX $SPCX to get fast track entry into the S&P 500 $SPX 🤯👀

[Dividendology @dividendology]

20 months leading up to the Dotcom peak:

Nasdaq: +290%
Berkshire Hathaway: −45%

Every newspaper headline was about Buffett had lost his touch.

Then everything fell apart.

The Nasdaq lost 78%.

Berkshire compounded and outperformed for the next few decades.