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).

StreetAccount’s Bull/Bear Talking Points for Week-ended 30-Oct: 🐻 Bearish talking points • Big tech pressured despite largely upbeat AI takeaways with softness in other segments at both Google and Amazon and some scrutiny surrounding Microsoft's planned $25B+ debt sale. Elevated expectations also highlighted. Core businesses funding for AI buildout under some scrutiny in big tech earnings with focus on Google Search and Amazon advertising slowdowns (stock weakness another potential stumbling block). Tech earnings-driven pullbacks not limited to hyperscalers with Intel, ServiceNow, Fortinet, Sandisk, Seagate, Twilio, Reddit and Roblox some notable decliners. Input cost pressures across a range of industries with diesel/commodities, logistics and memory all flagged. Signs of bifurcated consumer and continued ramp in affordability pressures. Housing and repair/remodel weakness still an earnings/macro theme, particularly amid elevated rate backdrop. Resumption of kinetic activity in the Middle East following midterm elections still the consensus as US reportedly told several Gulf nations to prepare for a possible "short, intense" campaign against Iran. No uptick in 2026 hyperscaler capex guidance, a key bullish driver for the AI picks-and-shovels trade, while also thoughts capex discipline may be needed to reverse some of the negative hyperscaler sentiment. 🐂 Bullish talking points • AI trade bounced over first three days of week with funding overhang dampened (Meta, SpaceX, Broadcom), Anthropic S-1 and Oracle analyst day. Hyperscaler cloud growth and backlogs highlighted strong AI demand and companies all noted demand still exceeds available capacity. AI-driven power and grid buildout continued to ramp, highlighted by the likes of GE Vernova, Vertiv, Hubbell, AEP and Baker Hughes. Resilient consumer backdrop in focus with big consumer confidence beat and good Q3 metrics/Oct commentary from Visa and Mastercard. Rotation > broad risk off as late-week tech pressure accompanied by better breadth. Strong deal and capital return activity, including report of potential $80B+ acquisition of Lumentum by Marvell. Middle East diplomacy push kept de-escalation path open despite expectations for resumption of kinetic activity. Fed delivered a bit less of the "hawkish hold" than some expected, with focus on Warsh acknowledgement of tighter financial conditions, belief economy not running too hot, and dissent composition. $GOOGL $AMZN $MSFT $META $AVGO $ORCL $INTC $NOW $FTNT $STX $TWLO $RDDT $RBLX $LITE $MRVL $GEV $VRT $HUBB $BKR $V $MA $ANT #Anthropic# #BullBear# #MarketUpdate# #Equities# #FinTwit# #AI# #Tech# #BigTech# #AITrade# #Hyperscalers# #CloudComputing# #Capex# #MiddleEast# #Iran# #Fed# #HawkishHold# #Consumer# #PowerGrid# #AIInfrastructure# #MarketBreadth# #FinTwit# Gain immediate access to earnings insights with #StreetAccount#: