๐ถ๏ธ Hot Fudge Sunday for 2025-08-10
Iโm testing a new format this week for the digest.
Last Week
A new NexusTek Winners Circle podcast landed.
https://www.brighttalk.com/webcast/20887/650007
Also, NexusTek continued an award-winning streak.
This Week
Once again, Iโll be traveling and the newsletter daily posts will be done from 37k feet, airports, hotels, etc. โ๏ธ ๐บ
Hot Fudge Daily Digest
๐ Markets Monday for 2025-08-04
My first attempt at a screener. Iโm not happy with it yet, but it was time to start somewhere:
Symbol | Company Name | % Change (Mon Close vs. Fri Close) |
---|---|---|
VSAT | Viasat Inc | 18.24% |
QNTM | Quantum Biopharma Ltd | 14.75% |
ARQQ | Arqit Quantum Inc | 8.33% |
CABO | Cable One Inc | 6.37% |
GTLB | Gitlab Inc | 5.28% |
RBRK | Rubrik Inc | 5.26% |
XPEL | Xpel Inc | 5.24% |
VCEL | Vericel Corp | 5.19% |
๐ฅ Hot Takes Tuesday for 2025-08-05
๐ฐ Funding for AI and quantum computing companies continues to be a trend.
- Reflection AI (AI open-source LLMs): $1B+
- Luma AI (AI video): $1B+
- Runway (AI video): ~$500M
- Clay (AI sales automation): $100M
- Uzum (AI fintech): $65.5M
- Alaan (AI spend management): $48M
- QuamCore (quantum computing): $26M
๐คช Wacky Wednesday for 2025-08-06
https://www.youtube.com/watch?v=4OUF7sfAuHA
๐ Throwback Thursday for 2025-08-07
Similar to my prior Markets Monday format change, Iโm working on a historical format change for Throwback Thursday.
More soonโฆ
โ Final Thoughts Friday for 2025-08-08
I believe the biggest story this week was electrical power grid resilience and the law within data center friendly states like Texas.
https://www.techmeme.com/250807/p47#a250807p47
In modern data center site selection, the electrical power grid has become increasingly important. However, the ability to self-generate power in the form of on-site generation is becoming essential to operational excellence.
๐ฎ Sneak Peak Saturday for 2025-08-09
Friday arrives and the bury begins, or was it stage craft with storytelling savvy?
August 8
https://www.techmeme.com/250808/p25#a250808p25
Considering the theatrical notion of so-called backdoors, kill switches, etc. the coverage timing of value chain companies (TSMC, etc.) and the expedient outcome (capitulation?) of export policy logjams โ the arguably sudden resolution for NVIDIA interests is a bit on the nose.
To see what I mean, letโs start by backing the news truck up a bit by [ checks notesโฆ ] a whole weekโฆ
August 7
https://www.techmeme.com/250807/p14#a250807p14
August 6
https://www.techmeme.com/250806/p10#a250806p10
August 5
https://www.techmeme.com/250805/p5#a250805p5
August 3
https://www.techmeme.com/250803/p7#a250803p7
August 1
https://www.techmeme.com/250801/p20#a250801p20
#OpenToWork Weekly
I participated in a #NeverSearchAlone #JSC after rebooting Cuthrell Consulting and joining NexusTek.
I added those #OpenToWork from my LinkedIn network to this newsletter. Over time, weโve grown an Alumni ๐ section for those that transitioned to their next career adventure.
Alumni ๐
- Congrats Kelly Britt ๐
- Congrats Tamera Rousseau King ๐
- Congrats Thomas Chatham ๐
- Congrats Dan Kelleher ๐
- Congrats Jarrod Weise ๐
- Congrats Karl Edwards ๐
- Congrats Paul Lysko ๐
- Congrats Bob Lima, PMP ๐
- Congrats Rich Green ๐
- Congrats Sheri Gearhart ๐
- Congrats Shianna Maxwell ๐
- Congrats Richard Arnesen! ๐
Those in my network that are #OpenToWork:
- Trevor Schulz - 20+ Years in Tech Sales | Loyal, Dedicated, and Ready to Work Today
- Brian Booden - Ranked #1 in the UK for Qlik and DataViz Content
- Elizabeth Quintanilla - Fractional CMO, Digital Marketing Consultant & Coach, Marketing Gunslinger
- Barbara Hadley, EdM, SPHR - Strategic HR Leader | Employee Engagement Expert
- Andrew Webber - Proven Leader | Consumer Product Innovation & Scaling
- Lida Tohidi - Award-Winning Product & Marketing Leader | Startup Advisor
- Nathan Clyker - Strategic Sales & Business Development | IT Solutions Expert
- Gina (Gina Minks) Rosenthal - Global Product Marketing Manager | Technical Content Strategist
- Janel Van Beek - Business Strategist & Master Coach | Leadership & Change Expert
- Greg Phillips - Cloud Platform & Strategic Marketing Leader
- Ricardo Perez - Virtualization Architect | PowerFlex & VxRail Specialist
- Mike Berteletti, CISSP - Experienced IT Professional | Infrastructure & Security
- Chris Mojica - Technical Sales & Solutions Architect
- Matthew Leib - Data Center, Cloud & Storage Architect | Technical Writer & Analyst
- Michael Joffe - Global Technology Leader | P&L Management | SaaS & OEM
- Colleen Coll - Event Technology & Digital Media Specialist | Live Reporting
- Sam Aiello, Ph.D. - Cybersecurity & Technology Strategist | Pre-Sales Leadership
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