Annual Nasdaq-100 index ($NDX) changes. Added: -Alnylam Pharmaceuticals, Inc. ($ALNY) -Ferrovial SE ($FER) -Insmed Incorporated ($INSM) -Monolithic Power Systems, Inc. ($MPWR) -Seagate Technology Holdings plc ($STX) -Western Digital Corp. ($WDC) Removed: -Biogen Inc. ($BIIB) -CDW Corporation ($CDW) -GlobalFoundries Inc. ($GFS) -Lululemon Athletica Inc. ($LULU) -ON Semiconductor Corporation ($ON) -The Trade Desk, Inc. ($TTD).

Radio Paradise served this wonderful cover of one of most recognizable Tears of Fears songs "Head over Heels" by Japanese Breakfast. New indie artist for me. Way more collected, chill version. #GLMusicDiscovery #indie

Occasionally visit Clouded Judgement for newest stats, comps, but title on this one caught my eye. Startup space getting irrational on compensation expectations. All in the space of that 1% w/ purcashing power.

Clouded Judgement 12.5.25 - Monopoly Money

Every week I’ll provide updates on the latest trends in cloud software companies.

“In three words I can sum up everything I’ve learned about life: It goes on.” - Robert Frost

Captions by Allesio

META’S ZUCKERBERG PLANS UP TO 30% CUTS FOR METAVERSE EFFORTS They should also change the name to reflect the recent "focus" and capex. #facebook

Increased $ALAB at $146.09, on Amazon Trainium + NVLink scare. Also announced today: "Astera Labs Expands Connectivity Portfolio with Custom Solution" From recent calls, they have 26' revenue pretty much locked in; any product roadmaps drive 27-28' imo. https://asteralabs.gcs-web.com/news-releases/news-release-details/astera-labs-expands-connectivity-portfolio-custom-solutions

Long overdue: EU PARLIAMENT AGREES ON RESOLUTION CALLING FOR SOCIAL MEDIA MINIMUM AGES

Eurostat: Between 2004 and 2024, household real income per capita in the EU grew by 22%.📈🏡 Largest growth in household real income per capita in: 🇷🇴Romania (134%) 🇱🇹Lithuania (95%) 🇬🇷Greece and 🇮🇹Italy registered decreases (-5% and -4%, respectively).

German writer Eduard Fuchs trashing US press in 1912 (!) "We will note that the sensational and gossip press is all without exception "very loyal and patriotic." It is usually the more patriotic the more disgusting it is in order to gain the confidence of the authorities. Nowadays there are gossip newspapers in all the major cities of the world, and in America the whole press is like that."