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$PARA · Paramount-WBD merger is defensive consolidation against tech platforms, AG lawsuit weak
now playing · $PARA
$TERRAIRMAbullish· high· posnoah
Terrairma targets 75% autonomy in construction robotics, raising $115M from Kleiner Perkins
Construction robotics economics favor ~75% autonomy (one human controlling 3-4 machines) where the cost-of-autonomy curve crosses the value-of-automation curve. Terrairma retrofit…
$REFLECTIONbullish· high· posgiannis
Reflection signs $1B compute deal with Nebius to close open/closed model gap
Reflection leverages talent from closed frontier labs (DeepMind, Gemini) who have 'seen the frontier' to build open models, now backed by a $1B Nebius compute deal. The company ar…
$CHAI-DISCOVERYbullish· high· posjack dent
Chai Discovery raises $400M at $3.8B to deploy atomic-level AI drug design at pharma giants
Chai's 3D atomic models crossed the Rubicon in 2025, moving from 0.1% success rates to zero-shot antibody design deployed in real discovery programs at Eli Lilly, Novartis, and Pf…
$STATE-AFFAIRSbullish· high· posevan burns
State Affairs raises $70M to build real-time legislative knowledge graph for Fortune 100
Policy and regulatory risk now exceeds market risk for most businesses, but legacy government affairs relies on slow PDF reports from lobbyists. State Affairs combines on-the-grou…
$CIFR···bullish· high· postyler paige
Cipher Mining builds 4.2GW AI data center portfolio in West Texas, financing via 6% high-yield debt
AI data center development is a simple real estate business if you can execute: buy cheap land with power interconnect, build turnkey facilities to hyperscaler specs, sign 15+ yea…
$IBM···bearish· mediumjohn coogan
IBM loses AI spending share as customers shift capex to GPU clusters
IBM's infrastructure business is losing share of customer technology budgets because AI spending flows to GPUs, memory, networking, hyperscale cloud, and frontier model inference…
$PARA···bullish· mediumdylan buyers
Paramount-WBD merger is defensive consolidation against tech platforms, AG lawsuit weak
The Paramount-Warner Bros. Discovery merger is a defensive move to achieve scale against Netflix, YouTube, TikTok, Apple, and Amazon. California AG Rob Bonta's antitrust suit reli…
$WBD···bullish· mediumdylan buyers
Paramount-WBD merger is defensive consolidation against tech platforms, AG lawsuit weak
The Paramount-Warner Bros. Discovery merger is a defensive move to achieve scale against Netflix, YouTube, TikTok, Apple, and Amazon. California AG Rob Bonta's antitrust suit reli…