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 | A temporary glitch? Coupang’s November 2025 cybersecurity breach tests whether a selloff is temporary despite its 28% Korean e-commerce share, 14 million-plus WOW members and dense delivery network. |
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𝕏 @convequity Neoclouds trade at 2.6x invested capital, less than half the hyperscalers' 6.1x The seven neoclouds in Convequity's AI Bubble Barometer (ABBX), $CRWV, $NBIS, $IREN, $APLD, $CORZ, $CIFR and $BTDR, lost 7.2% of their combined enterprise value this week, from $190.2B at the 2 Oct close to $176.5B at the 9 Oct close. Over the same week the five hyperscalers, $MSFT, $AMZN, $GOOGL, $META and $ORCL,… |
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 | GENPACT LTD (G): Long Genpact operates workflows AI is designed to automate and can deploy AI across its existing operations. |
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 | Deep Dive: Inter & Co Inter & Co, Brazil’s second-largest neobank, grew over 20% with controlled delinquencies and 15% book-value compounding while trading at 1.2x book before a 40% share-price jump. |
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𝕏 @StableBread 85.5% of the BWX Technologies $BWXT stock insiders have sold in the open market since January 2025 came from CEO Rex Geveden. All 14 open-market transactions since then were sales, totaling 129,322 shares and $20.1M. Geveden accounts for 110,625 of the shares and $17.2M, in two phases: 1) Discretionary sales: 45,625 shares at $107.40 on February 26, 2025, and 25,000 at $179.00 on August 6, 2025,… |
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