๐ถ๏ธ Hot Fudge Sunday for 2025-09-28
Industry insights, data trends, and market movements
Last Week
Last week NexusTek, shared deep industry insights on Managed Detection & Response, Private Equity Technology, and Restaurant Technology.
https://www.nexustek.com/insights/winners-circle-episode-6-mdr-beyond-alerts
https://www.nexustek.com/insights/private-equity-technology-value-creation
https://www.nexustek.com/insights/restaurant-technology-success-esp-nexustek
This Week
I ended up traveling last minute last week so this week Iโm slowly catching up on ideas and execution. So, I did a post analysis for what would โfitโ 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.
๐ 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 comparisonโฆ

๐ฅ Hot Takes Tuesday for 2025-09-23
๐ฐ + ๐ง 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
๐คช 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 youโฆ
https://www.youtube.com/watch?v=mVrCPo8eB3A
๐ 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.
โ 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
๐ฎ 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, thatโs 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, 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 - 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
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