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PaulBarron

Following0Followers (X)202.71KPosts217Likes50.46K
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🚨ALERT: A cloud lending platform that US community banks rely on just went dark. Abrigo shut down Sageworks after "irregular activity." Loan applications, borrower financials, and credit files all run through it. Borrower tools are still down, and Abrigo isn't answering questions. Your bank's data lives on someone else's server. #HackTracker

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Wall Street's $BTC is below break-even. $BTC: ~$80,150. Average cost basis for spot ETF buyers: ~$81,300. Underwater ETF holders sell on a schedule. Coins in self-custody don't redeem. https://t.co/rS08uCZOSp

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While the Fed decides your money's fate today, zcash:native (Zcash) holders already voted on theirs. 2,375,932 ZEC to 22,385: keep the four-year halvings. No FOMC. No press conference. Just holders. https://t.co/q5Mx9BrYre

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🚨 UPDATE: $SPCX delivers $14.58 BILLION in Q3 revenue, up 161% year over year and roughly 15% above Wall Street’s $12.72B expectation. The biggest growth engine? AI. 🧠 Super Intelligence: $7.56B, up approximately 830%. New cloud-compute agreements, Grok adoption, and the Cursor acquisition fueled the surge. This segment includes AI operations and X. 🛰️ Connectivity: $5.25B, up 69%. Starlink reached 13.6 million consumer subscribers as its global footprint expanded. 🚀 Space: $1.77B, up 6%. Launch operations contributed, but AI and connectivity powered the breakout. AI now represents roughly 52% of quarterly revenue. My take: SpaceX is becoming an infrastructure platform spanning compute, communications, and launch capacity. Starlink remains the biggest operating-profit engine while AI drives the fastest revenue growth. The next test: turning that expansion into durable cash flow. Quarterly capital spending exceeded total revenue by $19.6B. A massive beat. An equally massive investment cycle.

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🚨 Nearly HALF the S&P 500 is riding the AI trade. A reported basket of 41 AI-linked stocks now represents 49% of the index, drawing comparisons to railroad dominance in the 1880s. History deserves your attention: 🚂 Railroads transformed America. But construction outpaced demand, investment returns deteriorated, and financial panics followed. 💻 The internet transformed the world. Cisco still plunged nearly 90% from its 2000 peak to its 2002 low. The technology can deliver while shareholders get crushed by the price they paid. For $NVDA $MSFT $AMZN $GOOGL $META, watch whether AI revenue and cash flow justify the infrastructure spending. My outlook: If monetization disappoints and spending slows, suppliers could face an amplified hit as earnings estimates AND valuation multiples fall.

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The Prancing Horse just tipped its hat to @Tesla. 🏎️⚡ Ferrari CEO Benedetto Vigna gave the new Roadster presentation a perfect score: 10/10 for technology. 10/10 for presentation. “We have to keep dreaming.” Coming from the house Enzo Ferrari built, where racing ambition became automotive legend, that carries weight. Ferrari understands what happens when engineering captures the imagination. Now its CEO is applauding Tesla for pushing that spirit forward. Different badges. Different powertrains. The same obsession with what comes next.

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🚨 Inflation just complicated crypto’s next move. September CPI: 3.7% vs. 3.6% expected. Core: 2.6% vs. 2.5% expected. 🎯 My take: Expect volatility. Hot inflation raises the risk of tighter Fed policy, putting pressure on $BTC, $ETH, and especially smaller altcoins. Watch Treasury yields + the dollar. If both climb, crypto’s headwind strengthens. If they fade, a relief rally becomes more likely. Long-term bullish on digital assets. Near-term selective. Liquidity drives the next leg.