🌶️ Hot Fudge Sunday for 2025-11-30

Hot Fudge Daily digest for the week of 11-24-2025 to 11-29-2025.

Last Week

This Week

This week is AWS re:Invent and next week is Gartner IT IOCS.

Let me know if you’ll be around in Las Vegas.

Hot Fudge Daily Digest

📈 Markets Monday for 2025-11-24

The screener is lighting up with a very specific theme today: Future Compute Architecture.

Quantum Computing is having a breakout moment with double-digit gains.

Digital Infrastructure & Crypto Mining trade is back, likely driven by the continued pivot toward high-performance computing (HPC) capacity. Also, optical connectivity and autonomous systems point to a big day for the hardware layer of the stack.

SymbolCompany Name% Change
BMNRBitmine Immersion Technologies Inc+16.40%
CIFRCipher Mining Inc+15.32%
HSAIHesai Group+15.27%
CLSKCleanSpark Inc+15.10%
LITELumentum Holdings Inc+14.62%
CLSCelestica Inc+13.17%
WRDWeRide Inc+12.83%
IRENIREN Ltd+12.83%
HUTHut 8 Corp+12.53%
SNDKSanDisk Corp+11.76%
QBTSD-Wave Quantum Inc+11.68%
CRDOCredo Technology Group Holding Ltd+11.51%
APLDApplied Digital Corp+11.35%
QUBTQuantum Computing Inc+11.23%
RGTIRigetti Computing Inc+11.22%
PONYPony AI Inc+11.12%
IONQIONQ Inc+10.80%
BTDRBitdeer Technologies Group+10.68%
WULFTerawulf Inc+10.61%
MARAMARA Holdings Inc+10.17%
AVGOBroadcom Inc+9.99%

🔥 Hot Takes Tuesday for 2025-11-25

💰 + 🤖 Funding for AI-anything companies continues.

  • Cerrion (AI factory video monitoring): $18M
  • Opti (AI identity security platform): $20M
  • Harmonic (Mathematical reasoning AI model): $120M
  • Picnic (AI-powered online grocery delivery): ~$450M
  • X-energy (Nuclear reactors for AI): $700M

🤪 Wacky Wednesday for 2025-11-26

Wacky. Wayback. Whoa.

First, a Shatner remix for safety. Second, an acquisition for the ages. Third, a red planet anniversary.

Wacky Wonderful

Eat, Fry, Love: A Cautionary Remix (REUPLOAD)

  • Shatner’s safety soliloquy
  • Turkey fryer fire fear
  • Moister tastier remix

Wayback

AOL buys Netscape for $4.2bn

  • Browser wars ending
  • Dial-up dominance
  • Dot-com billions

Whoa

InSight Mission

  • Seven years since touchdown
  • Mapping Mars’ insides
  • Seismic science legacy

🔙 Throwback Thursday for 2025-11-27

Looking back on this day in tech history… Let’s take a look at what was making headlines on this day many years ago.

5 Years Ago: November 27, 2020

Five years ago, SignalFrame (Wireless Registry) briefly entered the lexicon of IoT data harvesting via mobile app SDKs that enabled smart phones to canvas “billions of detectable WiFi and Bluetooth signals”… and is now part of PWC.

10 Years Ago: November 27, 2015

Ten years ago, the Microsemi acquisition of PMC-Sierra powered the progression of the 5G and cloud backbones… and is now part of Microchip Technology.

15 Years Ago: November 27, 2010

Fifteen years ago, Angry Birds reached 7M downloads… and is now part of Sega with 5B+ downloads.

✅ Final Thoughts Friday for 2025-11-28

The story that caught my eye this week was an audacious attempt by Google to turn its custom silicon advantage into an external revenue stream. By pitching TPUs directly to the largest customers AND rivals like Meta, Google is potentially disrupting NVIDIA’s pseudo-monopoly gross margins.

As for why this caught my eye, NVIDIA’s defensive “delighted” PR message was worded in a very “happy for you” meme way and the reactions from the community have been fascinating. But, by way of analogy, if David Bar can buy up EPG, then perhaps NVIDIA can buy up HBM.

Or, said another way, NVIDIA’s wording may be a subtle attempt to get ahead of future government regulatory bodies that could delay (prevent?) value chain vertical integration M&A approvals that would harm competition. Then again, any OLESTRA / EPG to HBM / SRAM analogies could lead to more (unique) digestive discussion than these very different industries would care to encourage.

Flaky crust vs. antitrust, anyone? 🍪🤖

🔮 Sneak Peak Saturday for 2025-11-29

While Thanksgiving leftovers digested and the consumer mosh pit of Black Friday rolled into motion, the futures financial system scrambled and needed some #HugOps. Indeed, the narrative of decentralized, resilient, redundant cloud infrastructure isn’t defacto and is not ubiquitous (yet).

CME Group operates the world’s largest financial derivatives exchange and is on track to be a massive Google Cloud customer over the next several years. But due to the current CME Group architecture used to deliver those services, a “cooling systems issue” meant the operation halted.

In 2025, a single physical point of failure to a cooling system can freeze global futures markets for hours. Even in our timeline of increasing compute density and strained power grids, thermal management is still a critical uptime vulnerability and we are only as robust as our HVAC design.

#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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