🌶️ Hot Fudge Sunday for 2025-08-10
A fresh newsletter format of weekly market insights
I’m 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, I’ll be traveling and the newsletter daily posts will be done from 37k feet, airports, hotels, etc. ✈️ 💺
Hot Fudge Daily Digest
📈 Markets Monday for 2025-08-04
My first attempt at a screener. I’m 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% |
🔥 Hot Takes Tuesday for 2025-08-05
💰 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
🤪 Wacky Wednesday for 2025-08-06
https://www.youtube.com/watch?v=4OUF7sfAuHA
🔙 Throwback Thursday for 2025-08-07
Similar to my prior Markets Monday format change, I’m working on a historical format change for Throwback Thursday.
More soon…
✅ Final Thoughts Friday for 2025-08-08
I believe the biggest story this week was electrical power grid resilience and the law within datacenter friendly states like Texas.
https://www.techmeme.com/250807/p47#a250807p47
In modern datacenter 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.
🔮 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 — the arguably sudden resolution for NVIDIA interests is a bit on the nose.
To see what I mean, let’s start by backing the news truck up a bit by [ checks notes… ] a whole week…
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, we’ve grown an Alumni 🎉 section for those that transitioned to their next career adventure.
Alumni 🎉
- Congrats Kelly Britt 🎉
- Congrats Tamera Rousseau King 🎉
- Congrats Thomas Chatham 🎉
- Congrats Dan Kelleher 🎉
- Congrats Jarrod Weise 🎉
- Congrats Karl Edwards 🎉
- Congrats Paul Lysko 🎉
- Congrats Bob Lima, PMP 🎉
- Congrats Rich Green 🎉
- Congrats Sheri Gearhart 🎉
- Congrats Shianna Maxwell 🎉
- Congrats Richard Arnesen! 🎉
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 - Datacenter, 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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Related Reading
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- DiskSat and Uplinks -
- 🌶️ Hot Fudge Sunday for 2025-12-07 -
- 🔙 Throwback Thursday for 2025-12-04 -
