🌶️ Hot Fudge Sunday for 2025-09-28

Last Week

Last week NexusTek, shared deep industry insights on Managed Detection & Response, Private Equity Technology, and Restaurant Technology.

Winners Circle Ep. 6: Why MDR Must Go Beyond the Alert

Winners Circle Ep. 6: Why MDR Must Go Beyond the Alert

In Episode 6 of NexusTek’s Winners Circle, Senior Director of Cybersecurity Jason Thatcher explains why MDR must go beyond alerts. Discover how full-lifecycle threat management delivers faster recovery, fewer repeat issues, and a stronger security posture.

Ready, Scale, Go: Private Equity’s Fast Track to Tech-Driven Value Creation

Ready, Scale, Go: Private Equity’s Fast Track to Tech-Driven Value Creation

Private equity firms win with technology, not just financial engineering. Discover how NexusTek’s Portfolio Program helps PE firms accelerate value creation through IT due diligence, shared services, and digital transformation strategies.

From Farm to Table to Tech: The Secret Sauce for Today’s Restaurant Success

From Farm to Table to Tech: The Secret Sauce for Today’s Restaurant Success

Modern restaurants run on more than flavor—they run on technology. Discover how ESP by NexusTek helps restaurants integrate secure, cloud-based, and AI-powered systems to streamline operations, boost guest satisfaction, and scale growth.

This Week

I ended up traveling last minute last week so this week I’m slowly catching up on ideas and execution. So, I did a post analysis for what would “fit” into my GoToSocial feed.

Percentage of posts under 5000 characters by day:

DaySuitable PostsTotal PostsPercentage
Monday4712437.90%
Tuesday616396.83%
Wednesday757896.15%
Thursday697394.52%
Friday586786.57%
Saturday11212291.80%

Sunday is excluded from the percentage calculation as it is reserved for digests.
Found 209 posts on Sundays.

Example:

Post by jay, @jay@cuthrell.com

Post by jay, @[email protected]

With a 5000 character limit and Markdown support, I could technically place my daily newsletter here as well in most cases. ### Post Analysis for GoToSocial Percentage of posts under **5000** characters by day: | Day | Suitable Posts | Total Posts | Percentage | | :-------- | :------------- | :-----...

Post by jay, @jay@cuthrell.com

Post by jay, @[email protected]

One Friday news stories was worth a second look. It seems that the US Commerce Department is rumored to be considering ways to revert back to 1995 levels of US-sourced semiconductors. https://www.techmeme.com/250926/p28#a250926p28 To put this into perspective, that's like going from the icing on...

We shall see.

📈 Markets Monday for 2025-09-22

My screener captured most of the movers in the semiconductor and semiconductor equipment industry as well as data infrastructure, AI automation, and solar energy technology.

SymbolCompany Name% Change
TERTeradyne, Inc.+11.34%
PATHUiPath Inc.+9.67%
SEDGSolarEdge Technologies, Inc.+8.11%
ASTSAST SpaceMobile, Inc.+7.68%
NBISNebius Group NV+6.84%
AMBAAmbarella, Inc.+6.62%
FORMFormFactor, Inc.+6.55%
SYMSymbotic Inc.+6.06%
DUOLDuolingo, Inc.+5.96%
ORCLOracle Corporation+5.94%
RUNSunrun Inc.+5.85%
ONTOOnto Innovation Inc.+5.73%
VRTVertiv Holdings Co+5.50%
AMATApplied Materials, Inc.+5.20%
WDCWestern Digital Corporation+5.14%
ENPHEnphase Energy, Inc.+5.14%

And the comparison…

Yahoo Screener

🔥 Hot Takes Tuesday for 2025-09-23

💰 + 🧠 AI, robotics, and other funding this week.

🤪 Wacky Wednesday for 2025-09-24

If you ever made a dad joke about model context protocol then boy oh boy do I have a video for you…

🔙 Throwback Thursday for 2025-09-25

Back in 2015, today was a big day for TEAM with a pre-IPO valuation of $3B.

Atlassian has filed for a US IPO; the software-tool maker is valued at over $3B privately

Atlassian has filed for a US IPO; the software-tool maker is valued at over $3B privately

This story, by Wall Street Journal, appeared on Techmeme.

Today, TEAM market cap is $42B and just 4 years ago it was as high as $115B.

✅ Final Thoughts Friday for 2025-09-26

The biggest story that caught my eye this week was Stargate and new co-CEOs for the part Oracle will play in funding as well as construction of data centers within the US market.

OpenAI, Oracle, and SoftBank announce five new data center locations in the US, boosting Stargate's planned capacity to nearly 7 GW

OpenAI, Oracle, and SoftBank announce five new data center locations in the US, boosting Stargate's planned capacity to nearly 7 GW

From Wired. View the full context on Techmeme.

Source: Oracle sold $18B in US investment-grade bonds on Wednesday, issuing the debt in six parts, including a rare 40-year bond, as it ramps up spending

Source: Oracle sold $18B in US investment-grade bonds on Wednesday, issuing the debt in six parts, including a rare 40-year bond, as it ramps up spending

From Bloomberg. View the full context on Techmeme.

Oracle promotes Clay Magouyrk and Mike Sicilia to co-CEOs, replacing Safra Catz; Magouyrk previously led Cloud Infrastructure, and Sicilia led Oracle Industries

Oracle promotes Clay Magouyrk and Mike Sicilia to co-CEOs, replacing Safra Catz; Magouyrk previously led Cloud Infrastructure, and Sicilia led Oracle Industries

By Brody Ford / Bloomberg. View the full context on Techmeme.

🔮 Sneak Peak Saturday for 2025-09-27

One Friday news stories was worth a second look. It seems that the US Commerce Department is rumored to be considering ways to revert back to 1995 levels of US-sourced semiconductors.

Sources: the US Commerce Department is considering imposing tariffs on foreign electronic devices based on the number of chips they contain

Sources: the US Commerce Department is considering imposing tariffs on foreign electronic devices based on the number of chips they contain

By Alexandra Alper / Reuters. View the full context on Techmeme.

To put this into perspective, that’s like going from the icing on a cake to the cake itself. Tariffs drama aside, this rumor seems more like a slow news day dump that wants to drift on prior activities and see if there are clicks generated.

As for prior activities, it is worth looking at what I had noted back in 2022 around fabrication facilities. Indeed, the wake of pandemic supply chain lessons was just the early beginning of what might become a trend in vertical resilience in many nations and not just the US.

When We Was Chip Fab Focused

When We Was Chip Fab Focused

Fudge Factor is a newsletter and blog by Jay Cuthrell

#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 🎉

Those in my network that are #OpenToWork:

View this page on GitHub.

NexusTekThanks to NexusTek for sponsoring the free version of this newsletter post 🤓