🌶️ Hot Fudge Sunday for 2024-10-20

October 20, 2024

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Hot Fudge Sunday 🤔 💡 🤯 🤓 is a free weekly newsletter containing a digest of the Hot Fudge Daily paid newsletter at hot.fudge.org in a single easy to reach URL. This free weekly edition is posted every… wait for it… Sunday.

Changes ahead...

Readers of Hot Fudge Daily and Fudge Factor have voted and commented on both the timing and length of updates. I've heard you all loud and clear — those adjustments are well underway.

https://www.linkedin.com/posts/jaycuthrell_survey-says-thanks-for-the-replies-activity-7247030261173862400-R5A0?utm_source=share&utm_medium=member_desktop

And here’s your short combo weekly email! 🤓

Hot Fudge Daily Digest

📈 Markets Monday for 2024-10-14

Remember and Reminder on Reactors

You might recall my Hot Fudge Daily update from last month…

I believe that small modular reactors (SMRs) will become more common. — Jay Cuthrell

Well, that didn’t take long. 🤓

https://kairospower.com/technology/

Quick Recap

For Market Monday, I look at the same key indicator that I take from a simple Yahoo Finance webpage each week. It’s how I look at things at the closing bell on Monday.

A few green things on 📈 Markets Monday for 2024-10-14

Previously, I decided on a view from Yahoo Finance. For example, this was a view of intraday in Technology which usually gets around a dozen or so interesting companies when the market is moving and a smaller handful of companies when the market is not moving as much.

If you are using Yahoo Applied Filters for Stocks screener you can bookmark your own heat map view.

% Change in Price (Intraday):greater than 4
Region: United States
Market Cap (Intraday): Mid Cap and Large Cap and Mega Cap
Price (Intraday):greater than or equal 5
Volume:greater than 15000
Sector: Technology
Industry: Software—Infrastructure and Information Technology Services and Computer Hardware and Software—Application and Communication Equipment and Electronics & Computer Distribution and Consumer Electronics and Electronic Components and Scientific & Technical Instruments and Semiconductor Equipment & Materials and Semiconductors

🔥 Hot Takes Tuesday for 2024-10-15

Two hot takes on two stories that caught my eye on Tuesday.

💰 + 🤖 When a ~8X sized SPV is made (compared to the investment 5 years ago) as part of an already eye-watering round, it means AI FOMO is very real.

https://www.techmeme.com/241011/p23#a241011p23

[ where oh where will the workloads live… ]

💰 + 🏗️ A $2B raise for 3 data centers in the US reflects that AI FOMO requires a physical home too.

https://www.techmeme.com/241015/p11#a241015p11

🤪 Wacky Wednesday for 2024-10-16

Each Wednesday I go through dozens of Slack communities. I then select the most interesting shared links. This will always be a safe for work list. 🙈

https://www.cnn.com/2024/10/03/food/mcdonalds-chicken-big-mac/index.html

https://functional.cafe/@thattommyhall/113249225389045098

https://www.dookiedemastered.com/

https://www.nbcnews.com/news/us-news/100-raccoons-surround-home-poulsbo-washington-rcna174801

🔙 Throwback Thursday for 2024-10-17

12 years ago, the 1st generation iPad mini offered a 7.9 inch screen for just $329 with impressive specifications for the times.

https://www.techmeme.com/121023/p40#a121023p40

Today, Apple has grown the iPad mini screen a bit and the price along with it but the current specifications are absolutely astonishing by comparison.

https://www.techmeme.com/241015/p15#a241015p15

✅ Final Thoughts Friday for 2024-10-18

When it rains, it pours and I am unable to say “done” with my updates to AI Field Day 5 delegate notes. Worst case scenario, I’ll publish prior to arriving for Cloud Field Day 21 this week.

Two stories that caught me eye this week:

Google inches towards power from small modular reactors. ⚛️ ☢️
Amazon inches towards funding small modular reactors. ⚛️ ☢️

https://www.techmeme.com/241014/p19#a241014p19

https://www.techmeme.com/241016/p30#a241016p30

This makes sense. It was just a few months ago that press coverage of increasingly nuclear power options were imminent.

https://www.techmeme.com/240703/p2#a240703p2

🔮 Sneak Peak Saturday for 2024-10-19

By Friday, everything seems to be reaching the peak of getting news turned in before a deadline or dread-line. It sometimes seems like we reach a fever pitch in news coverage throughout the week.

Peak 🏔️ vs. Peek 👀

Then there is a trope, cliché, or bromide about slow news days and the quietly mentioned news updates sent on a Friday — to try and sneak it past wider coverage. Or, in a nutshell, peak patronizing publishing.

In that spirit, here are a few stories that you might have missed on the slow news of a Friday.