Daryl 🇺🇸🇵🇱

💯

A big pivot from Ken Griffin on AI: “Number one is, in the last few months, there has been a step change in the productivity of the AI toolkit. It is profoundly more powerful than it was just nine months ago. And for us at Citadel, that has allowed us to unleash a much broader array of use cases for AI. And it has been really interesting to watch, to be blunt, work that we would usually do with people with masters and PhDs in finance over the course of weeks or months being done by AI agents over the course of hours or days. These are not these are not mid-tier white collar jobs. These are like extraordinarily high skilled jobs being, I'm going to pick a word, automated by agentic AI. And I gotta tell you, I went home one Friday actually fairly depressed by this because you could just see how this was going to have such a dramatic impact on society. When you witness it in your own four walls, when you see work that used to be man years of work being done in days or weeks, it's like, wow, like that's the first time I've seen real impact in our four walls.” This echoes my own experience with agents and the conversations I am having with students, friends & clients. The toolkit has dramatically transformed and it feels like in finance, for the first time, AI is real.

absolutely wild Friday semis took a literal 4-hour breather yesterday before coming back software down again and rocketlab literally going to the moon bulls in control $AMD $MU $NVDA $RKLB

Following discussions between FIA, F1 and the Miami promoter, the decision has been taken to move the start of Sunday's Miami Grand Prix to 13:00 local time in Miami due to the weather forecast that is expected to bring heavier rainstorms later in the afternoon, close to the original planned race start time #F1 #MiamiGP

CYBERSECURITY REMAINS A PRIORITY Here’s why $NET $RBRK $PANW $CRWD still win on fundamentals 👇 1. Cloudflare Sits at the core of internet infrastructure, securing and accelerating AI, edge, and enterprise traffic. Usage-based model, high retention, and constant product expansion make it a long-term compounding platform. 2. Rubrik Focused on AI-driven cyber resilience, helping enterprises recover clean data from increasingly sophisticated attacks. Strong product-market fit with limited direct competition in modern backup security. 3. Palo Alto Networks Leading consolidation across network, cloud, and endpoint security into one platform. Sticky contracts and rising ARR position it as the go-to vendor as enterprises reduce vendor sprawl. 4. CrowdStrike Best-in-class endpoint security with expansion into identity, cloud, and SIEM. AI-native platform, strong retention, and consistent share gains keep it at the front of the space.

thanks Trump, I agree as well

If you work in OT/ICS, this is worth paying attention to 👇 gizmodo.com/pro-iran-hacke… #cybersecurity #infosec #OTsecurity

Iran-linked hackers are now targeting US water & energy infrastructure. This isn’t just defacement — they’re going after industrial control systems (PLCs/SCADA), which can impact real-world operations. CISA + FBI + NSA issued a joint advisory. More....

@Arrogance_0024 I think you spelled butt wrong

Terafab Project launches in 7 days

My information consumption is now 1/4 X, 1/4 podcast interviews of the smartest practitioners, 1/4 talking to the leading AI models, and 1/4 reading old books. The opportunity cost of anything else is far too high, and rising daily.

Thrilled that @ARKInvest is part of @AyarLabs $500M raise alongside great investors such as @neubergerberman, @1789Capital, @AMD, @nvidia, @MediaTek, @insightpartners, and @sequoia. Optics-based interconnects are the key to breaking through the power & bandwidth limits of traditional chips. Making AI faster and more energy efficient is the future. wsj.com/tech/startup-m… Fund holdings and more info: ark-funds.com/funds/arkvx

Exactly. It would be the end of democracy in America.

The CEO of $SOFI Anthony Noto believes the company can reach 50 million members by 2030.

@amitisinvesting What are your top 5 positions?

okay have never done this before but lets do it since the market is closed AMA!

I'm so excited to share that we are acquiring the financial services app, @step Nobody taught me about investing, building credit, or managing money when I was growing up. That's exactly why we’re joining forces with Step! I want to give millions of young people the financial foundation I never had. Lots to share soon :D

$GOOGL crushes Q4

Experienced plenty of illogical market moments as an investor. This is up there with the biggest. They’ve all been long-term opportunities for investors. Maybe this time’s different. Doubt it. $AMZN

Someone open this fkn market already 😂 We ready