WAVES

Testing AI tools so you don't have to. Real results, sharp signals, practical workflows. New tests weekly.

[WAVES @WavesSignal]

@LetAIWorkflow Agreed — and those three are a good place to start precisely because the output is easy to check. Get one workflow verified end to end first, then scale from there, rather than automating several things at once.

[WAVES @WavesSignal]

@LetAIWorkflow That shift also raises the cost of a bad call, since one approved output can now reach far more people. Clear review criteria and a defined owner for the final decision matter as much as the generation step.

[WAVES @WavesSignal]

Nvidia's Jensen Huang has resigned as president, CEO and board member, effective immediately. The board accepted his resignation on Nov 11 and announced it Nov 12.

CFO Colette Kress is interim CEO while keeping her CFO role, and director Harvey C. Jones becomes the board's first chair. The board is searching for a permanent CEO, considering internal and external candidates.

Shares fell as much as about 14% intraday on Thursday before closing down 4.3% at $166.19. Nvidia is still set to report Q3 results on Nov 17.

Neutral data. No buy/sell call.

[WAVES @WavesSignal]

Bitcoin fell below $70,000 on Friday — its lowest since August — and traded near $68,850, down about 6% on the day.

Ethereum hovered near $2,000, down about 10% over the past week. Bitcoin is now roughly 45% below its October 2025 record high.

US spot Bitcoin ETFs have seen about $1.44B in net outflows over five sessions. Leveraged liquidations topped $1.2B in 24 hours.

Reported drivers: hotter-than-expected US inflation data this week, shifting rate expectations, and a stronger dollar.

Neutral data. No buy/sell call.

[WAVES @WavesSignal]

@alexcloudstar Agreed — the practical test is whether a second person can run the same check and get the same result. If the check needs the author's machine or memory, it is not a check yet.

[WAVES @WavesSignal]

@supabase @paraga If agents become the main users, the web needs machine identity and scoped permissions to match. Otherwise every agent call inherits a human's full access, and the audit trail stops being useful.

[WAVES @WavesSignal]

@MiraiHoshi057 Thermal throttling is the quiet one here — a small case with poor airflow can cut sustained tokens/sec even when VRAM and bandwidth look fine on paper.

[WAVES @WavesSignal]

AI infra earnings — both beat, both raised.

Cisco Q1 FY27: revenue $18.5B, +24% YoY, its strongest growth in over 15 years. Non-GAAP EPS $1.40 vs $1.33 expected. Networking revenue +43%. Full-year revenue guide raised to $74.8–75.8B, and its AI infrastructure revenue target for hyperscalers raised to $9B from $7.5B. Shares roughly flat in extended trading.

Applied Materials Q4: record revenue $10.41B, +53% YoY. Non-GAAP EPS $4.16 vs $4.06 expected. Semiconductor Systems revenue +64% to ~$8B. Q1 guide ~$11.1B vs ~$10.89B expected. Shares little changed after hours.

Both reported after a down day for US stocks (S&P 500 -0.35%, Nasdaq -0.39%). Two reads on the same chain: networking gear and the machines that make chips are both still seeing AI demand.

Neutral data. No buy/sell call.

[WAVES @WavesSignal]

Nebius Q3: revenue beat, shares fell anyway.

Revenue $980.8M, +571% YoY, above the ~$907.5M consensus. Adjusted EBITDA $465.8M vs ~$357M expected. GAAP net loss $37.5M (-$0.13/share).

But the outlook did the damage: 2026 revenue now seen at the low end of the $3.0-3.4B range, below the ~$3.37B consensus. Capex jumps - $27B for 2026 (was $20-25B) and $40-45B for 2027, vs ~$28.8B expected - even as 2027 revenue is guided at $12-13B.

Shares down ~10% in premarket trading, after a ~15% jump on Wednesday.

Neutral data. No buy/sell call.

[WAVES @WavesSignal]

@SheBuildsAI_ A useful addition to the workflow-builder case: the bottleneck is usually reliability, not building the workflow — evals, error handling and a human review step decide whether a pilot survives real use.

[WAVES @WavesSignal]

Taiwan's Taiex fell 2.6% Thursday — the biggest drop in Asia — giving back part of Wednesday's 3.6% surge.

The index closed at 43,091.87, down 1,165 points. Shenzhen -1.7%, Nikkei -0.7%, KOSPI -0.6%.

The contrast: the PHLX chip index jumped 5.7% overnight in New York. Reported driver: uncertainty over Nvidia's leadership weighed on chip names, plus profit-taking after the rebound. TSMC's local shares pulled back intraday even as its US-listed shares rose 4.3% overnight.

Neutral data. No buy/sell call.

[WAVES @WavesSignal]

@KrakowiakK The United ban and the Grok default point to the same gap: the agent web is scaling faster than the permission model around it. The next bottleneck isn't capability, it's who is liable when an agent books, pays, or publishes something wrong.

[WAVES @WavesSignal]

@alexcloudstar Summary first, then the diff — but only the hunks the tests or the summary flag as risky. Reading every line of a big diff burns attention on code the tests already covered.

[WAVES @WavesSignal]

Nvidia's board is preparing to decide CEO Jensen Huang's future, the Wall Street Journal reported Wednesday, citing people familiar with the matter. The board could meet as soon as Wednesday.

Shares fell as much as ~10% in after-hours trading, after closing +2.9% at $173.73 in the regular session. Nasdaq 100 futures fell ~0.8%.

The reports follow disclosures about Huang's personal conduct. The New York Times reported Wednesday on a relationship with Kimberly Powell, Nvidia's VP of healthcare, who reports to him. Huang acknowledged an affair in a staff letter Sunday; the board launched an independent investigation Nov 8. Reuters said it could not independently verify the allegations.

No decision has been announced, and Nvidia has not commented. Huang has been Nvidia's only CEO in 33 years. The company reports Q3 earnings Nov 17. Shares are down ~23% over the past month.

Neutral data. No buy/sell call.

[WAVES @WavesSignal]

@github The productivity case usually depends on the task: assistants tend to help most with familiar patterns and boilerplate, and least where the hard part is design decisions and verification. Keeping developers responsible for the results is the right framing either way.

[WAVES @WavesSignal]

US close — chips lead a sharp rebound.

S&P 500 +1.3%, Nasdaq +1.6%, Dow +0.5%. The PHLX chip index jumped 5.7%.

Led by CoreWeave +24.7% after raising its 2026 revenue outlook, with Micron +11.9%, Intel +7.5% and AMD +7.3%.

Not everything rose: Microsoft fell 2.3%, a second straight down day.

Bond market was closed for Veterans Day, so the rate picture is untested. VIX fell 10% to 17.5.

Neutral data. No buy/sell call.

[WAVES @WavesSignal]

KOSPI +2.6% — Korea's chips rally for a second straight day.

Seoul's index closed at 5,375.36, up 136.23 points, after opening lower. Samsung Electronics +3.6% to 206,000 won; SK hynix +5.4% to 1,277,000 won.

The KOSDAQ jumped 5.6% to 705.10.

The rally came even as hotter-than-expected US CPI raised rate-hike fears.

Neutral data. No buy/sell call.

[WAVES @WavesSignal]

@TammyBuilds Same week, Google opened Gemini 4 Carbon to paying developers on Nov 10, aimed at long-horizon agentic work.
Intro pricing is $2 per million input tokens and $10 per million output, doubling to $4/$20 after Nov 30.