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VOICE ARCHIVE

@blondesnmoney

@blondesnmoney
7 posts
2026-02-24
That might've been the most market moving piece ever written
2026-02-24 View on X
Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

That might've been the most market moving piece ever written
2026-02-24 View on X
CNBC

IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization

International Business Machines stock is getting slammed Monday, becoming the latest perceived victim of rapidly developing AI technology …

2026-02-23
That might've been the most market moving piece ever written
2026-02-23 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues …

That might've been the most market moving piece ever written
2026-02-23 View on X
Wall Street Journal

Software stocks extended their weeks-long selloff on Monday; several of the biggest decliners were discussed in a post by Citrini Research

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.

2026-02-18
I used to make those “10 years to make as much as you can” jokes, but the truth is you have 12-18 months to make enough before it truly is over
2026-02-18 View on X
Anthropic

Anthropic launches Claude Sonnet 4.6 with improvements in coding, computer use, instruction following, and more; it features a 1M token context window in beta

Claude Sonnet 4.6 is our most capable Sonnet model yet.  It's a full upgrade of the model's skills across coding, computer use …

2026-02-05
If $GOOG is spending $175 Billion - $185 Billion on Capex vs $115 B consensus estimate, I think it's because they see a decent ROI on that cash. Do you think they would be that out of line if they didn't see a massive opportunity?
2026-02-05 View on X
Alphabet

Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B

MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.

2025-11-22
Plunge Protection Team in 2020: “The banking system is strong, we stand ready to address any excess volatility with facilities at the Treasury” Plunge Protection Team in 2025: “We might sell H200's to China”
2025-11-22 View on X
Bloomberg

Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances

If It Happens Emily Jarvie / Proactive : US weighs allowing Nvidia to sell H200 chips to China, sources say Ukrainian National News : Trump's team considers allowing Nvidia H200 ch...