🌶️ Hot Fudge Sunday for 2024-11-24
Excited to share my new role at NexusTek and recap this week's market insights and hot takes!
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As a quick update, you might have noticed my LinkedIn post announcing my new role as Chief Product Officer at NexusTek.
I’ll be sharing more about my journey on LinkedIn. In the meantime, you can stay up-to-date on my latest thoughts and experiments through Hot Fudge Daily and Fudge Factor. I’ll also be contributing to the NexusTek Insights blog, so keep an eye out for my articles. 🤓
📈 Markets Monday for 2024-11-18
And we’re back to the end of day snapshot…
Quick Recap
For Market Monday, I continue to look at the same key indicator that I take from a simple Yahoo Finance webpage each week. It’s how I look at things through the lens of the closing bell on Monday.
Once again, many green things continue to appear.
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 2024-11-19
Two hot takes on the two stories caught my eye on Tuesday.
💰 + 📊 Lofty numbers may get more lofty, but getting to a $61B valuation in ~10 years is pretty impressive!
https://www.techmeme.com/241119/p43#a241119p43
💶 + 🇪🇺 I continue to view the unique IP rights conveyed to French companies as a differentiation and advantage.
https://www.techmeme.com/241119/p3#a241119p3
🤪 Wacky Wednesday for 2024-11-20
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.youtube.com/watch?v=FpaoCUEhZJM
https://www.cbsnews.com/news/south-carolina-emus-missing-horry-county/
https://www.youtube.com/watch?v=D6S_TMd7Jkw
🔙 Throwback Thursday for 2024-11-21
Back in the ancient times of… ~7 months ago… I produced my most re-shared LinkedIn post in several years.
Curiously, the same day that Google and Wiz allegedly agreed to not agree on M&A terms, there was another post that got coverage.
https://www.techmeme.com/240724/p43#a240724p43
Fast forward to today…
https://www.techmeme.com/241121/p21#a241121p21
taps microphone
Thanks folks! You’ve been great — I’m here all week. Try the fish! Please tip your waitstaff! 🤓
https://cuthrell.com/@jay/113523987550895316
✅ Final Thoughts Friday for 2024-11-22
Posting on LinkedIn about my new role at NexusTek was well received and a great way to end the week.
via LinkedIn
For the tech news stories that caught my eye this week, Palo Alto earnings and exploits have also been quite the ride.
https://www.techmeme.com/241120/p37#a241120p37
https://www.techmeme.com/241122/p22#a241122p22
10+ years of PANW
🔮 Sneak Peak Saturday for 2024-11-23
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.
Insert Let’s See Who This Really Is Meme
https://www.techmeme.com/241122/p7#a241122p7
Insert Ceiling Cat Meme
https://www.techmeme.com/241123/p5#a241123p5
Insert We’re All Trying To Find The Guy Who Did This Meme
https://www.techmeme.com/241122/p14#a241122p14
Insert That Wasn’t Me, That Was Patricia Meme
https://www.techmeme.com/241121/p42#a241121p42
Insert Anthony Adams Rubbing Hands Meme
https://www.techmeme.com/241122/p8#a241122p8
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