FinTech Dev * Asset Management
San Francisco, CA
Joined April 2009
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Posts of the week :: Expedition Sunday
🔊 @sytreports had a tour of Gabe Newell’s 111m Oceanco Leviathan. If you didn't know who owned it you'd still find it difficult to pass hints they built their life on technology. Exceptional program.▶️
youtube.com/watch?v=4pRawnAF…
Mario D'Angelo retweeted
Anthropic to press ahead with IPO targeting $1.5tn valuation ft.trib.al/0H5GO02
"There is a lot of what is going on in technology where I think that this is looking like just a warning sign." - Steven Weiting CIO Group
We had dispersion. We had rotation. We had volatility.
We go again Monday...
#earnings for the week of November 9, 2026
earningswhispers.com/calenda…
$NU $NBIS $RKLB $CRWV $TTWO $CBRS $ZETA $WSE $ASTS $TE $CSCO $CEG $BW $QBTS $ONON $QMCO $MARA $AMAT $HIMS $RGTI base:0x1f0de516f1f13f4cf4aada0c0c9d52eb2edccba3 $MNDY $PLUG $FPS $APPS $ONDS $SBET $RUM $TTD $GO $VRTS $NRG $OXY $MVST $SE $AAON $QLYS $LQDA $INO $IONS $URG $B $CGEN $FRMI $SANM $CEVA $DFTX $LUNR $UNIT $VFF
ALT The most anticipated earnings releases for the week of November 9, 2026, are Nu Holdings #NU, Nebius #NBIS, Rocket Lab #RKLB, CoreWeave #CRWV, Take-Two Interactive #TTWO, Cerebras Systems #CBRS, Zeta Global #ZETA, Wise Group #WSE, AST SpaceMobile #ASTS, and T1 Energy #TE.
Mario D'Angelo retweeted
MORGAN STANLEY WARNS 12GW OF US DATA-CENTER CAPACITY AT RISK
Morgan Stanley estimates that 12 gigawatts of planned US data-center capacity could face delays by 2030 following Democratic midterm victories.
🔸 2027 projects: Largely unaffected
🔸 2028 capacity at risk: 4.9GW
🔸 Total at risk by 2030: 12GW
The bank expects new state-level requirements, particularly in Texas and Ohio, to slow project approvals.
Mario D'Angelo retweeted
A new phase in the tech market correction ft.trib.al/VD6DIEy | opinion
Mario D'Angelo retweeted
$MSFT | Microsoft Is Winding Down Its Oracle Deal To Rent AI Cloud Capacity
Mulling full caps-lock & using exclamation marks.
$TSM 375.53 +23.49 (+6.67%) a/o 9:36:41 AM
Mario D'Angelo retweeted
US OCT. NONFARM PAYROLLS RISE 165,000 M/M; EST. +70K
US OCT. UNEMPLOYMENT RATE 4.1%; EST. 4.2%
US OCT. TWO-MONTH PAYROLL NET REVISION ADDS 84,000
US JOBS REPORT SMASHES EXPECTATIONS
US employers added 165,000 jobs in October, nearly triple the 59,000 expected.
🔸 Nonfarm payrolls: +165K vs. +59K expected
🔸 Unemployment: 4.1% vs. 4.2% expected
🔸 Private payrolls: +159K
🔸 Wage growth: +0.37% monthly, +3.12% annually
🔸 September payrolls revised: +60K
Mario D'Angelo retweeted
Renewable energy groups boosted by ‘clarity’ of US election results ft.trib.al/v2820vl
Ooof
$SNDK 851.85 -185.56 (-17.89%) a/o 10:38:43
