🌶️ Hot Fudge Sunday for 2025-10-26

Last Week

This Week

I am happy to be off the road for a few days and continue to make progress on my Buttondown automation stack.

Hot Fudge Daily Digest

📈 Markets Monday for 2025-10-20

Today’s movers include digital asset company pivots, fintech, and the semiconductor value chain.

SymbolCompany Name% Change
RIOTRiot Platforms Inc+9.00%
PGYPagaya Technologies Ltd+8.34%
SOFISoFi Technologies Inc+7.46%
SEDGSolaredge Technologies Inc+7.45%
UPSTUpstart Holdings Inc+7.41%
BMNRBitmine Immersion Technologies Inc+7.34%
CHYMChime Financial Inc+6.51%
AAOIApplied Optoelectronics Inc+6.50%
BTDRBitdeer Technologies Group+6.06%
AFRMAffirm Holdings Inc+5.80%
CIFRCipher Mining Inc+5.78%
VSHVishay Intertechnology Inc+5.77%
MARAMARA Holdings Inc+5.60%
SNDKSanDisk Corp+5.32%
CRDOCredo Technology Group Holding Ltd+5.31%
SMCISuper Micro Computer Inc+5.20%
VERXVertex Inc+5.15%
CWANClearwater Analytics Holdings Inc+5.12%
TEMTempus AI Inc+5.05%

🔥 Hot Takes Tuesday for 2025-10-21

💰 + 🤖 Funding for AI-anything companies continues.

  • ChipAgents (agentic AI for chip design): $21M
  • Serval (agentic AI for IT): $47M
  • Findem (AI talent acquisition): $51M
  • Anrok (AI for sales tax): $55M

🤪 Wacky Wednesday for 2025-10-22

Wacky. Wayback. Whoa.

Wacky Wonderful

In the air tonight

  • The scene.
  • The build.
  • The fill.

Wayback

2023 Plans

  • News is made.
  • Plans are laid.
  • Predictions on parade.

Whoa

2025 Arrives

  • Updated declarative.
  • Scant details narrative.
  • A future “remember when…?” comparative.

🔙 Throwback Thursday for 2025-10-23

It’s time for another trip in the wayback machine.

5 Years Ago: October 23, 2020

Quibi was the short-form video service… with a short lifespan.

10 Years Ago: October 23, 2015

The US Government was insisting Apple should… decrypt data on iOS devices.

15 Years Ago: October 23, 2010

Netflix had started testing streaming-only plans… vs. DVD by mail.

✅ Final Thoughts Friday for 2025-10-24

🔌 The big story this week was a push to plug AI data centers into the power grid, faster.

For perspective, this would require approvals of new power grid connections for data centers in terms of months vs. years.

Perhaps the AI companies will donate data center excess heat to warm homes in the winter as a form of industrial symbiosis in a circular economy.

🔮 Sneak Peak Saturday for 2025-10-25

HP is coming to… the Kingdom of Saudi Arabia.

On the surface, it’s just HP doing what global companies do, which is building products closer to the markets they serve. In this case, building millions of PCs in Saudi Arabia for export to the Middle East and North Africa (MENA) region.

However, this Friday news dump timing makes more sense as the entire political narrative in the US is focused on bringing high-tech manufacturing back to American soil. Still, for a flagship American company like HP to make a major manufacturing announcement outside the US is a daring move against the current political grain even on a slow news Friday.

#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.

Subscribe to Hot Fudge Daily

Get the latest articles and updates delivered straight to your inbox.