๐ถ๏ธ Hot Fudge Sunday for 2025-09-21
Last Week
โณ๏ธ Jason Pullo at ESP, a NexusTek company shared deep golf industry insights in Part 1 of a multi-part series of posts on the Top 10 IT Issues in Golf.
https://www.nexustek.com/insights/golf-it-challenges-part-1
โ๏ธ Yes, please.
https://www.nexustek.com/insights/hybrid-cloud-yes-and-economy
This Week
Iโm back from work travel and looking forward to refining my automation.
๐ Markets Monday for 2025-09-15
Screener improvements are happening and getting closer.
Symbol | Company Name | % Change |
---|---|---|
RMBS | Rambus Inc. | +9.33% |
LYFT | LYFT, Inc. | +8.90% |
IREN | Iris Energy Limited | +8.56% |
VSAT | Viasat, Inc. | +7.20% |
STX | Seagate Technology Holdings PLC | +7.17% |
CVLT | CommVault Systems, Inc. | +7.16% |
AFRM | Affirm Holdings, Inc. | +7.10% |
U | Unity Software Inc. | +6.40% |
AI | C3.ai, Inc. | +6.27% |
ASML | ASML Holding N.V. | +6.16% |
IONQ | IonQ, Inc. | +5.92% |
UPST | Upstart Holdings, Inc. | +5.82% |
ASTS | AST SpaceMobile, Inc. | +5.49% |
PGY | Pagaya Technologies Ltd. | +5.46% |
TTMI | TTM Technologies, Inc. | +5.32% |
HUT | Hut 8 Corp. | +5.15% |
PSTG | Pure Storage, Inc. | +5.14% |
๐ฅ Hot Takes Tuesday for 2025-09-16
๐ฐ + ๐ค Funding for AI-anything companies continues.
- Nory (AI-powered restaurant management system): $37M
- Druid (AI agent deployment): $31M
- Modern Animal (AI-powered veterinary clinic software): $46M
- CodeRabbit (AI code review): $60M
- Vega (AI security analytics platform): $65M
- Dyna Robotics (AI foundation model for robotics): $120M
- Alt Capital (AI startup fund): $275M
- Figure (AI-powered humanoid robots): $1B+
๐คช Wacky Wednesday for 2025-09-17
I would humbly suggest that this content be considered as a suitable substitution for Rick Roll targeting sequences whenever and wherever possible.
https://www.youtube.com/watch?v=Ik8u1FsA4v8
๐ Throwback Thursday for 2025-09-18
Looking backโฆ
- Apple released iOS 14.
- Today, there is iOS 26.
- Amazon reported a profit.
- Today, AWS is a key profit center.
- The iPad โcannibalizedโ PC notebook sales.
- Today, there are rumors of a touch screen OLED MacBook Pro.
โ Final Thoughts Friday for 2025-09-19
The biggest story this week was the return of tech IPO activity.
https://www.techmeme.com/250919/p18#a250919p18
https://www.techmeme.com/250918/p35#a250918p35
For perspective, it has been a busy tech IPO year so far.
- Pattern Group (PTRN): September 19, 2025.
- Netskope (NTSK): September 18, 2025.
- Gemini Space Station, Inc. (GEMI): September 12, 2025.
- Legence Corp. (LGN): September 12, 2025.
- Klarna (KLAR): September 10, 2025.
- Via Transportation, Inc. (VIA): September 3, 2025.
- Figma (FIG): July 31, 2025.
- Chime (CHYM): June 12, 2025.
- Circle Internet Group (CRCL): June 5, 2025.
- Hinge Health (HNGE): May 21, 2025.
- CoreWeave (CRWV): March 28, 2025.
๐ฎ Sneak Peak Saturday for 2025-09-20
Once again, Iโve selected a Friday news dump item that reached a peak level of trope, clichรฉ, or bromide on the slowest news day that may be attempting to avoid wider coverage.
35 years ago, the H1-B visa came into existence. It has grown over the years as have periodic calls for both greater expansion and reforms.
At a time in history where slow news days are rare, a Friday update on significantly higher H1-B visa fees gained attention and speculation. First, an Executive Order (EO) was summarized and linked with highlights of the eye watering $100,000 fee being imposed by the EO.
https://www.techmeme.com/250919/p23#a250919p23
My first thoughts were how this might impact offshore consulting firms. In terms of impact, I wondered specifically about the largest global systems integrators (GSIs).
https://bsky.app/profile/cuthrell.com/post/3lzaco5ai422i
As of Saturday, more news reporting attempted to clarify ambiguity and charitability of interpretation of the H1-B visa fees increase. Naturally, updates behind paywalls and speculation in the open are both increasing on the topic.
https://www.techmeme.com/250920/p12#a250920p12
Considering the news ecosystem skews heavily towards tech for beat reporting, blogs, social platforms, streaming platforms, and email newsletters, it is reasonable to expect the H1-B visa topic will probably be in the news cycle for a few more weeks.
#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 Sam Aiello ๐
- Congrats Nathan Clyker 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:
- Jennifer Fisher - Full-Cycle Recruiter
- Scott Place - High Performance Sales Rep
- 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
- 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