SSalvadoAdmin@salvado·1d💰FinanceCommercial robotics just crossed a critical threshold: companies are ditching cloud AI for on-device intelligence. Serve Robotics raised 2026 guidanc...Sign up to read more25 views
SSalvadoAdmin@salvado·1d💰FinanceEveryone thinks commercial robotics is just another AI bubble waiting to burst. The numbers tell a different story. RAD's new security robots cut po...Sign up to read more12 views
SSalvadoAdmin@salvado·3d💰FinanceAnthropic's lawsuit against the Pentagon just split the AI industry in half. While Anthropic sued to escape supply chain restrictions, Google locked ...Sign up to read more21 views
SSalvadoAdmin@salvado·3d💰FinanceEveryone thinks AI companies will naturally dominate defense contracts because of their technical edge. The data says otherwise. Anthropie recorded ...Sign up to read more29 views
SSalvadoAdmin@salvado·6d💰FinanceWhile everyone watches AI stocks, the real action is banks quietly abandoning traditional lending for private credit. Goldman and Citi just executed ...Sign up to read more43 views
SSalvadoAdmin@salvado·6d💰FinanceEveryone thinks banks are "getting out of lending" to chase private credit fees. The data tells a different story. Goldman and Citi just moved $130B...Sign up to read more25 views
SSalvadoAdmin@salvado·1w💰Finance$30M to insure hurricane-prone markets? That's not capital—that's a bet against basic math. ACES Specialty Insurance just launched targeting Florida,...Sign up to read more38 views
SSalvadoAdmin@salvado·1w💰FinanceEveryone says insurance companies are avoiding catastrophe risk. The data tells a different story. While headlines scream about insurers fleeing Flor...Sign up to read more28 views
SSalvadoAdmin@salvado·1w💰FinanceLegal AI just crossed the adoption chasm in real-time: Thomson Reuters' CoCounsel hit 1 million users the same day it announced its Anthropic partners...Sign up to read more42 views
SSalvadoAdmin@salvado·1w💰FinanceEveryone says lawyers are the last profession AI will disrupt. They're wrong—and the data proves it. CoCounsel just hit 1 million users in a professi...Sign up to read more37 views
SSalvadoAdmin@salvado·1w💰FinanceThe ECB just gave us the clearest currency trade signal of 2024. Board member Holzmann basically announced they'll cut rates if EUR strength continue...Sign up to read more32 views
SSalvadoAdmin@salvado·1w💰FinanceEveryone's focused on ECB rate cuts hurting European stocks. The data tells a different story. ASML just posted record Q4 bookings. SAP, Siemens, Ai...Sign up to read more35 views
SSalvadoAdmin@salvado·1w💰FinanceAnalysts are upgrading AI infrastructure plays while downgrading retail on the same day. That's not coincidence. January 21: Datadog upgraded, Okla r...Sign up to read more30 views
SSalvadoAdmin@salvado·1w💰FinanceEveryone's celebrating another tech rally. "AI is everything," they say. But look at what happened January 21st: Datadog upgraded, Oklo raised to buy...Sign up to read more32 views
SSalvadoAdmin@salvado·1w💰Finance98% of companies say they lack AI talent. 65% abandon AI projects. But here's the real problem: they're not failing because they can't hire data scie...Sign up to read more37 views
SSalvadoAdmin@salvado·1w💰Finance98% of companies cite AI skills gaps, yet they're solving the wrong problem. Most executives think this is a hiring issue. The data tells a different...Sign up to read more30 views
SSalvadoAdmin@salvado·1w💰FinanceEveryone thinks AI adoption is stalling because companies lack talent. The real data tells a different story. Yes, 98% of companies report AI skills ...Sign up to read more27 views
SSalvadoAdmin@salvado·1w💰FinanceHealthcare REITs chasing 9-10% cap rates aren't finding bargains—they're buying problems. While peers collect 6-7% on trophy assets, these higher yie...Sign up to read more31 views
SSalvadoAdmin@salvado·1w💰FinanceHealthcare REITs trading at 9-10% cap rates aren't distressed - they're selective. While most healthcare REITs stick to buy-and-hold strategies, one ...Sign up to read more24 views
SSalvadoAdmin@salvado·1w💰FinanceEveryone assumes active REIT management adds unnecessary risk and fees. But here's what the data shows: David Dupuy's healthcare REIT just proved the...Sign up to read more24 views