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Why we built IVYAI: AI runs on chips, data, software, security and power, and leaders change. One JSE share spans the chain.
Q3 brochure: cdn.prod.website-files.com/6…
Ivy Asset Management, authorised FSP 660, regulated by the FSCA. Aggressive, high risk; capital at risk. Not advice.
Bruce Main retweeted
GOOGLE $GOOGL IS BACK IN THE MUNICIPAL BOND MARKET WITH A $1.5B ENERGY DEAL
It's Google's second time this year, per Bloomberg. Goldman Sachs is arranging the deal.
In these "prepaid energy" deals, Google gets the bond money upfront. In return, it makes payments over time that help a California utility buy discounted electricity.
Google is the first tech company to publicly take this role, which has mostly been filled by banks.
Bruce Main retweeted
Palantir $PLTR has now accelerated its revenue growth for the 7th quarter in a row
ALEX KARP OPENED PALANTIR'S $PLTR Q3 SHAREHOLDER LETTER BY SAYING FEW COMPANIES IN POSTWAR AMERICA HAVE EVER GROWN THIS FAST
"There has seldom been another enterprise in postwar America that has grown at the scale and speed of our own."
Palantir did $2.31B in revenue last quarter, up +96% from $1.18B a year ago. Karp said the company has "essentially doubled our entire business since the same quarter last year."
Revenue growth has sped up for 7 straight quarters:
Q4 2024: +36%
Q1 2025: +39%
Q2 2025: +48%
Q3 2025: +63%
Q4 2025: +70%
Q1 2026: +85%
Q2 2026: +93%
Q3 2026: +96%
Palantir is now on pace for more than $9B in annual revenue.
Bruce Main retweeted
TODAY'S MARKET BRIEF
JSE 🇿🇦
JSE All Share: -0.23%
JSE Top 40: -0.24%
Industrial 25: -0.15%
Financial 15: -0.04%
Resource 10: -0.56%
Mid Cap: -0.24%
Small Caps: -0.26%
USDZAR: R16.59
Biggest Winners (Large Caps):
- Clicks Group +2.36%
- Naspers +1.32%
- Impala Platinum +1.30%
- Bidvest +1.17%
- Northam Platinum +1.10%
Biggest Losers (Large Caps):
- Sasol -2.83%
- Woolworths -2.02%
- BHP Group -1.88%
- Pepkor -1.67%
- Bid Corporation -1.51%
USA 🇺🇸
Dow Jones -0.27%
S&P500 +0.58%
Nasdaq +1.09%
(Note markets are still open)
Rest of the world
Dax 🇩🇪 -0.08%
CAC 40 🇫🇷 +0.03%
AEX 🇳🇱 -0.63%
Euro Stoxx 50 🇪🇺 -0.10%
Nikkei 225 🇯🇵 -0.33%
Hang Seng 🇭🇰 +0.57%
KOSPI 🇰🇷 -3.59%
Commodities
Gold -0.56%
Silver -1.88%
Platinum -1.29%
Palladium -3.30%
Copper -2.24%
Brent Crude -1.49%
Crude Oil WTI -0.65%
Natural Gas +0.60%
Crypto
Bitcoin +1.03%
Ethereum +1.90%
XRP +2.27%
BNB +0.12%
Bruce Main retweeted
I think the AGOA debate is in danger of missing the larger story. The loss of AGOA is economically irritating but the rapid deterioration in the strategic relationship with the world's largest and most influential economy is of far greater consequence. It won't end here.
Bruce Main retweeted
JSE Midday Brief 🇿🇦
JSE All Share: -0.82%
JSE Top 40: -0.91%
Industrial 25: -0.37%
Financial 15: -0.14%
Resource 10: -2.23%
Mid Cap: -0.41%
Small Caps: -0.41%
Biggest Winners (Large Caps):
- Clicks Group +1.33%
- MTN Group +0.38%
- Bidvest +0.38%
- Richemont +0.35%
- Reinet +0.28%
Biggest Losers (Large Caps):
- Anglogold Ashanti -3.31%
- Northam Platinum -3.19%
- Impala Platinum -2.86%
- Sibanye-Stillwater -2.81%
- Valterra Platinum -2.36%
USDZAR: R16.64
Gold -1.39%
Silver -3.83%
Platinum -2.10%
Palladium -3.46%
Copper -2.98%
Brent Crude +0.76%
Crude Oil WTI +1.02%
Bruce Main retweeted
JSE Morning Brief 🇿🇦
JSE All Share: -1.16%
JSE Top 40: -1.27%
Industrial 25: -0.48%
Financial 15: -0.42%
Resource 10: -2.95%
Mid Cap: -0.68%
Small Caps: -0.62%
Biggest Winners (Large Caps):
- Clicks Group +0.89%
- Anheuser-Busch InBev +0.51%
- British American Tobacco +0.11%
- Sasol -0.01%
- NEPI Rockcastle -0.07%
Biggest Losers (Large Caps):
- Anglogold Ashanti -4.16%
- Sibanye-Stillwater -4.00%
- Impala Platinum -3.66%
- Pan African Resources -3.27%
- Harmony Gold -3.20%
USDZAR: R16.64
Gold -1.20%
Silver -3.43%
Platinum -1.76%
Palladium -3.25%
Copper -3.05%
Brent Crude +1.45%
Crude Oil WTI +1.25%
Bruce Main retweeted
Palantir, $PLTR, earnings:
- EPS: $0.44, est: $0.41
- Revenue: $2.31 billion, est: $2.18 billion
Bruce Main retweeted
Apple $AAPL just reported Q4 earnings:
- Revenue: $114.48 billion vs. $113.46 billion expected
- EPS: $2.10 vs. $2.00 expected
- iPhone: $57.58 billion vs. $56.48 billion expected
- Services: $31.57 billion vs. $31.58 billion expected
Bruce Main retweeted
Sepsis induced immunoparalysis. A disease that costs the lives of millions and the largest cost to our hospital system. We can address this and we will. Trials with our IL-15 to begin soon. Unstoppable. Lymphopenia is a disease
frontiersin.org/journals/imm…
Bruce Main retweeted
The S&P 500's equal-weighted stocks outperformed the market-cap-weighted S&P 500's in October by the widest margin since April 2009 - SeekingAlpha
Bruce Main retweeted
DOE Announces $10.1B In Loans To Constellation, Alliant, For 3.7 GW zerohedge.com/markets/doe-an…
Bruce Main retweeted
Writing this in my personal capacity, but I have been flying these types of aircraft for more than 20 years, with over 8,000 hours, and have reasonable familiarity with how the charter world operates. I feel compelled to post after seeing commentary about the Lear 60 crash, from missile strikes to DEI to critiquing this poor woman’s final radio calls.
That last part is what I find most troubling. She was the second-in-command (SIC), and while she was empowered to point out mistakes as part of good crew resource management, she was doing her job, communicating with ATC right to the end in a terrifying situation. She likely knew before many of those calls that she was going to die. I have heard final calls from friends, from military pilots with thousands of hours in fighter aircraft, and they are just as heartbreaking because they know the end is approaching.
I understand the public interest given the footage and audio. But you do not know the aircraft’s maintenance history, whether there was a structural failure, if any failure was induced by turbulence, overspeed, or overcontrol, or everything happening in that cockpit. I am sure weather will be part of the investigation, but beyond that, it is speculation. The charter industry routinely hires commercial pilots very early in their careers to gain experience alongside an ATP-qualified captain before they move up to the airlines. She would still have the appropriate training, qualifications, and checkouts by an FAA examiner or designee.
Let people investigate, learn, and share the facts. Be respectful to those who perished and the families who carry their memories. God bless them and their loved ones.
Bruce Main retweeted
TODAY'S MARKET BRIEF
JSE 🇿🇦
JSE All Share: +1.77%
JSE Top 40: +2.04%
Industrial 25: +2.23%
Financial 15: +0.68%
Resource 10: +3.11%
Mid Cap: +0.41%
Small Caps: -0.31%
USDZAR: R16.58
Biggest Winners (Large Caps):
- MTN Group +7.41%
- Gold Fields +5.87%
- Impala Platinum +4.47%
- Harmony Gold +4.10%
- Anglogold Ashanti +3.86%
Biggest Losers (Large Caps):
- Sasol -5.61%
- Discovery -0.86%
- Investec PLC -0.54%
- Investec Ltd -0.46%
- Shoprite -0.44%
USA 🇺🇸
Dow Jones +0.98%
S&P500 +0.73%
Nasdaq +0.95%
(Note markets are still open)
Rest of the world
Dax 🇩🇪 +0.64%
CAC 40 🇫🇷 +0.99%
AEX 🇳🇱 -0.02%
Euro Stoxx 50 🇪🇺 +0.78%
Nikkei 225 🇯🇵 -0.33%
Hang Seng 🇭🇰 +0.42%
KOSPI 🇰🇷 +2.24%
Commodities
Gold +1.83%
Silver +3.57%
Platinum +1.54%
Palladium -1.49%
Copper +1.43%
Brent Crude -6.40%
Crude Oil WTI -6.43%
Natural Gas +0.38%
Crypto
Bitcoin -0.94%
Ethereum -0.01%
XRP -0.13%
BNB -1.46%
Bruce Main retweeted
OPENAI JUST SIGNED A WAVE OF AI DEALS IN THE UAE 🇦🇪
CEO Sam Altman met with Abu Dhabi's crown prince as OpenAI raises a new funding round co-led by UAE investors, per CNBC.
- ADNOC and G42: deploying OpenAI's most advanced models
- Mubadala and Inception42: using AI for investment analysis
- Abu Dhabi's government: turning its policies and regulations into a format AI can read
- Inception42: a 5-year deal to bring OpenAI's AI to government, business, and education
Bruce Main retweeted
Anthropic has $895.4BN of committed spend (per latest S-1). That’s up from about $105bn at the end of 2025, and the only hyperscaler with more is GOOGL ($1,059bn). META is at $866BN.





















