FinTech Dev * Asset Management
San Francisco, CA
Joined April 2009
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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
Mario D'Angelo retweeted
In Texas, roughly 13 gigawatts of data center capacity — enough to power roughly 10 million homes at any given moment — is immediately exposed by Hinojosa’s win, Gordon Johnson of GLJ Research said in a note late Tuesday. “Projects with power, permits and steel keep going,” he said, and those with power but no state environmental permits slip 12 to 18 months.
But those “projects with neither probably go to Louisiana, Oklahoma or nowhere,” Johnson said in the note.
Data center developers seeking to build dozens of sprawling AI campuses across Texas were already dealing with a suspension of approvals under Greg Abbott. Under Gina Hinojosa, they’re facing their worst-case scenario. bloomberg.com/news/articles/…
