🌶️ Hot Fudge Sunday for 2025-09-28

September 28, 2025

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:

Day	Suitable Posts	Total Posts	Percentage
Monday	47	124	37.90%
Tuesday	61	63	96.83%
Wednesday	75	78	96.15%
Thursday	69	73	94.52%
Friday	58	67	86.57%
Saturday	112	122	91.80%

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

Example:

https://cuthrell.com/@jay/statuses/01K660V084G2Y734YFG59PDXBR

https://cuthrell.com/@jay/statuses/01K66TFTGGFDB8AZ9PMSFJ3JM5

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.

Symbol	Company Name	% Change
TER	Teradyne, Inc.	+11.34%
PATH	UiPath Inc.	+9.67%
SEDG	SolarEdge Technologies, Inc.	+8.11%
ASTS	AST SpaceMobile, Inc.	+7.68%
NBIS	Nebius Group NV	+6.84%
AMBA	Ambarella, Inc.	+6.62%
FORM	FormFactor, Inc.	+6.55%
SYM	Symbotic Inc.	+6.06%
DUOL	Duolingo, Inc.	+5.96%
ORCL	Oracle Corporation	+5.94%
RUN	Sunrun Inc.	+5.85%
ONTO	Onto Innovation Inc.	+5.73%
VRT	Vertiv Holdings Co	+5.50%
AMAT	Applied Materials, Inc.	+5.20%
WDC	Western Digital Corporation	+5.14%
ENPH	Enphase Energy, Inc.	+5.14%

And the comparison…

Yahoo Screener

🔥 Hot Takes Tuesday for 2025-09-23

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

Rocket.new (AI app development): $15M
Morse Micro (Wi-Fi HaLow chips): $38M
Auterion (military drone software): $130M
Empower Semiconductor (power management chips): $140M
Distyl AI (AI for business processes): $175M
Capital Rx (pharmacy benefit management): $400M
1X (humanoid robotics): seeking up to $1B

🤪 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…

https://www.youtube.com/watch?v=mVrCPo8eB3A

🔙 Throwback Thursday for 2025-09-25

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

https://www.techmeme.com/150925/p20#a150925p20

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.

https://www.techmeme.com/250923/p33#a250923p33

https://www.techmeme.com/250924/p19#a250924p19

https://www.techmeme.com/250922/p7#a250922p7

🔮 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.

https://www.techmeme.com/250926/p28#a250926p28

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.

https://fudge.org/archive/when-we-was-chip-fab-focused/

#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.

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