I just sold a sizable batch of cash secured puts on $CBRS and $NBIS, both expiring January 15, 2027.
Here is the math:
$CBRS
• Sold 50 contracts of the $170 put
• Premium collected: $154,200
• Breakeven: $139.20
• Net capital at risk: $696,000
• Return on capital at risk:
Cerebras just unveiled CS-4, and the most important part is not simply that it is faster.
The company says CS-4 delivers:
• Up to 30× faster inference than GPUs
• Up to 10× more throughput per watt than CS-3
• 50% fewer components
• Q3 availability
The system combines three
Google just won a bankruptcy auction for a massive piece of Spirit Airlines’ operating history for only $10M.
The dataset reportedly includes:
• 100M emails
• 500M Microsoft Teams chats and collaboration records
• Pricing from 7.2B competitor flights
• 7.5B deidentified
Google is iterating at an incredible pace right now. The cadence of model updates makes it clear they’re fully committed to winning.
My view: once Gemini 4 drops, Google has a real shot at reclaiming the frontier spot. The lead will continue to rotate between the top AI labs,
Breaking: Uber is taking another concrete step toward becoming the global distribution and operating layer for autonomous vehicles.
$UBER is partnering with Hinomaru Kotsu on a robotaxi pilot launching in Tokyo in late 2026, using Nissan LEAFs equipped with Wayve’s AI Driver.
This is extremely bullish for $GOOGL.
Sergey Brin returning to true founder mode to personally push Gemini says a lot about both the stakes and the opportunity. He is one of the great technical minds of our generation and when a founder with that level of product instinct,
Google just announced Americas Connect, a major expansion of its subsea network across the Americas.
The buildout includes:
• Alisios: Dominican Republic → Panama → Chile
• Canoa: Dominican Republic → Bermuda, connecting into Nuvem and Sol toward North America and Europe
