Wall Street’s Best Ideas: Slash those price targets! The uncertainty of trade and tariffs and what the DOGE is doing is prompting price target cuts across the tech landscape. Plus, why you should consider buying beaten-down MongoDB, and defending AppLovin against the short
INVESTMENT
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Alternative Assets Evolution: From Bespoke Contracts to Retail Wrappers
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A spiritually similar evolution is new alternative assets/strategies beginning as bespoke contracts then getting codified then eventually migrating into “wrappers” compatible with use by advisors or retail investors. Private credit, cryptoassets, etc.
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Tax Loss Harvesting: From Artisanal Practice to Automated Feature
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A previous iteration of this: tax loss harvesting, which was once done in a bespoke artisanal fashion, and is now a table stakes feature for roboadvisors (and a button to press for human advisors).
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Financial Services Evolution: From Wealth Management to Mass Market
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Not endorsing particular product, but this is a fairly common evolution in financial services: a particular bit of professional services work gets developed, then productized but only within e.g. wealth management department of a bank, then introduced to mass market.
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Cerebras Resolves CFIUS Review with G42 AI Partnership
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Working closely with our strategic partner @G42ai
, @cerebras has reached a positive resolution with CFIUS and is moving forward. We thank @POTUS for making America the best place in the world to invest in cutting-edge AI technology. Thank you to @MohamedBinZayed and -
EU invests 1.3 billion in AI, cybersecurity and digital skills
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Commission to invest €1.3 billion in artificial intelligence, cybersecurity and digital skills https://
ec.europa.eu/commission/pre
sscorner/detail/en/ip_25_907
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#digitaleu #ArtificialIntelligence #cybersecurity #digital @DigitalEU @elaniazito @ArturHabant @CurieuxExplorer @Shi4Tech @mvollmer1 @mikeflache @RagusoSergio -
Major AI Funding Round Led by Thrive Capital and Alphabet
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The round is led by @ThriveCapital with participation from @GVteam and our existing investor Alphabet, and we could not be more excited to be partnering with these top-tier AI and life science investors to help realise our ambitious mission. This is what science at digital speed
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Isomorphic Labs raises $600M for AI-powered drug discovery
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Thrilled to announce @IsomorphicLabs has raised $600M to turbocharge our mission to one day solve all disease with the help of AI. I've long felt that improving human health is the most important thing we can do with AI & today marks a big step towards a new era of drug
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Baidu’s ERNIE 4.5 defeats OpenAI’s GPT-4.5 at Chinese chess
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Baidu's ERNIE 4.5 model just destroyed OpenAI's GPT-4.5 at Chinese chess ERNIE won all three matches and was even seen “taking it easy” during portions of the lopsided victories!
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Musk’s xAI Acquires X Platform for $100B+ Combined Entity
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Musk's xAI acquired his social media platform, X, to create a combined entity valued at $100B+
— Rowan Cheung (@rowancheung) 31 mars 2025
The company will blend xAI’s Grok AI with X’s massive reach—tapping their vast resources (from data to talent) as one!
Will this be enough to take on OpenAI?pic.twitter.com/44NTcCXxUMMusk's xAI acquired his social media platform, X, to create a combined entity valued at $100B+ The company will blend xAI’s Grok AI with X’s massive reach—tapping their vast resources (from data to talent) as one! Will this be enough to take on OpenAI?