recently spoke to a bigtech board about the data center backlash i opened with a poll: “how many directors here have visited one of your construction sites in the last 12 months?” zero hands went up they understood the problem immediately

@pdotcv I have done a tour of duty at all of BigTech: engineers & designers have more autonomy here to execute than any place on Earth. In fact, the environment is the opposite of what you’re suggesting: the people most successful here are the ones most comfortable debating decisions.

Is Big Tech concentration really a risk? New Age Alpha CIO Julian Koski challenges the conventional wisdom around S&P 500 concentration and explains why investors may need to rethink diversification: #bigtech# #investing#

Interview in PC Magazine. I had a nice chat with Chris Hoffman about some of the choices we make at @Vivaldi, not least when it comes to AI, Crypto and data collection. #Vivaldi# #Linux# #Windows# #Macos# #Android# #ios# #ai# #BigTech# #Crypto# #Technology#

Has China's AI stock bubble already burst? 💥 China's tech-heavy STAR50 has fallen about 40% in less than four months, wiping out roughly US$480 billion. Some of its hottest AI names, including Unitree, MetaX and Moore Threads, have roughly halved since the summer. Beyond China, more and more AI infrastructure is being funded with debt. When confidence in future AI returns weakens, investors start looking harder at cash flow and borrowing costs. Ask LongbridgeAI how today’s biggest market-moving signals and catalysts could affect your portfolio. #smartinvesting# #stocks# #wallstreet# #bigtech# #mag7# #bluechip# #techstocks# #Longbridgesg# #LongbridgeAI# -- AI-enabled tools, features, analytics, workflow assistance, or data integration functionalities are provided and operated by Longport Technology Pte. Ltd., and not by Long Bridge Securities Pte. Ltd.. The information provided herein is intended for general informational purposes only and does not constitute investment advice, recommendation, or an offer to buy or sell any investment product or service. Please seek independent financial advice if you are unsure about any investment decisions. This advertisement has not been reviewed by the Monetary Authority of Singapore.

🗓 Mark your calendar! 👉 Wednesday and Thursday this week are arguably the two biggest market-moving days of the quarter. Microsoft and Alphabet report Wednesday, Amazon Thursday — and between them they’re now guiding to over half a trillion dollars in AI spending for 2026 alone, all revised upward from earlier estimates. ✅ If that spending is paying off in revenue, expect a rally. ❌ If it isn’t, expect the opposite — and the swing could be sharp either way (the options market is pricing moves as large as 7% in a single stock). Whether you hold these names directly or just own a broad US tech ETF, this is the week to be watching, not guessing. Follow Longbridge Singapore for daily market moves that matter to you. #LongbridgeSG# #LongbridgeAI# #AIchips# #microsoft# #amazon# #alphabet# #investing# #bigtech-------# AI-generated content may be inaccurate, incomplete, or based on outdated information, and should be independently verified before you rely on it. Pictures are included for illustration purposes and information is provided for reference only and shall not be construed as investment advice, recommendation, offer, invitation, solicitation or inducement. Investing involves risks and the price of investment products can rise or fall, sometimes significantly, which may lead to a loss of investment principal. Before making any investment decisions, it is highly recommended that investors carefully review the relevant sales documents and risk disclosure statements, seek independent professional advice and take into consideration all relevant risk factors based on their own needs and judgment. This advertisement has not been reviewed by the Monetary Authority of Singapore (MAS).

Where is AI headed next, and what will separate lasting change from the hype? @Kantrowitz and @kevinroose unpack how AI is reshaping technology, business and the way we work. More perspectives on the future of technology to come through our partnership with @BigTechPod.