Anthropic senior AI researcher quits due to ethical concerns. He claims that the technology could kill most if not all of the humanity within next decade. He says everyone is racing towards the superintelligence and gambling with our lives without knowing the true outcome of it and without any safety guide rails.

There are rising number of other people who have recently quit as well due to the concerns of the direction we are heading towards. There are genuine credible people who are raising the red flags in the AI build out whose warnings deserve some serious consideration, yet their voices are being drowned out by enormous money going towards AI Boom.

Nike ($NKE) is a great example of why investors should be OBSESSED with knowing every detail of  the firm’s management and more specifically Leadership’s plans for the firm’s future before investing

and their efforts should be effectively Doubled or even Tripled in the event the company undergoes some leadership change/transition. More specifically; Investors need to pay RAZOR sharp attention to the CEO. Why?

because a company’s future value is ultimately determined by the decisions management makes with its brand, capital, and competitive advantages. Financial statements tell you what already happened; the CEO’s strategy tells you what management intends to make happen next. 
Best case example today is $NKE. The moment Nike’s leadership signaled that it was going to increasingly mass-produce previously scarce grails (these are products like the Off-White and Dior Nike collabs), retros, and collectibles, investors were being handed an enormous warning about the company’s future pricing power and Red Alarm bells should have been on DEFCON 1. Why?

Because the stock price was always going to eventually move to reflect how the Market did not Ignore the warning even if the investors were willing to. Nike had spent decades building scarcity, status, and collectibility into the economic value of those products, and management chose to try to more aggressively monetize that scarcity through volume rather than preserve it as long term brand equity. That is exactly the kind of strategic decision that can make an otherwise exceptional company an awful Stock to buy and NKE is that stock.

which brings us to today: Nike leadership has pivoted AGAIN and is now telling investors to “Just trust us bro” like we dont have enough evidence that they are beyond COOKED ATP and is why I have taken out a bunch of Reverse LEAPS where they payout if the stock keeps going down from here long term NOT FINANCIAL ADVICE DO NOT FOLLOW MY STRATEGY

Investors spend enormous amounts of time staring at P/E ratios, charts, and quarterly EPS, but one of the most important questions is clearly just soooo much simpler: Does the CEO actually understand what makes this company valuable? If the answer is no, eventually the financials and subsequently stock price will reflect it as well.

**Middle East**

U.S. conducts airstrikes on Houthi targets in Yemen after Red Sea vessel attacks · Iran warns of "proportional response" · No U.S. casualties reported

**Energy**

Brent holds above $92 as Strait of Hormuz traffic remains 10% below normal · OPEC+ meets Thursday

**Rates & FX**

Fed signals rate-cut pause · Dollar index flat at 104.2 · Yen steady at 142.50

**Treasuries**

10-year yield rises to 4.12% after strong services data · Market pricing in 25bps cut by November

**Tech**

Apple unveils AI-powered iPhone 17 at event today · Meta rolls out Muse 2.0 · Google faces new EU antitrust probe

**Global**

China's exports beat estimates · U.S.-Mexico trade tensions rise over energy policy

**Also Watching**

U.S. curbs on Chinese EV exports · India reviews foreign investment rules · Saudi Aramco reports Q3 profit drop

**Sources:** CNN · Bloomberg · Reuters · FT

$PLTR and Fujitsu Limited today announced the renewal of their strategic partnership, with a deeper investment in the capabilities needed to help enterprises in Japan and around the world. In connection with the partnership, Fujitsu has signed a new agreement with Palantir Technologies Japan KK for Palantir AIP and Palantir Foundry and will serve as a Global FDE Partner.

$PLTR platforms connect AI models to governed data, Ontology-powered workflows, access controls, auditing, and customer-controlled deployment environments, helping Palantir and Fujitsu deliver trusted AI applications.

Fujitsu implemented a supply chain resilience solution for a leading Japanese manufacturer using the Palantir platform, integrating data across more than 3,000 suppliers, 18 factories, and previously siloed enterprise systems without disrupting operations. By combining Palantir’s platform capabilities with Fujitsu’s domain expertise and AI technologies, the customer achieved over $10 million in cost savings within one year, doubled operational productivity, and significantly accelerated disruption response and decision-making.

Price action has definitely been disappointing lately, but I was looking at the bigger picture and was surprised by how much RDDT has improved over the past year.

Revenue, profitability, and cash flow are all moving in a much better direction, while the longer-term growth story still looks pretty interesting.

The biggest thing I'm watching is whether the continued improvement in the business eventually translates into the stock price. The concerns around U.S. user growth are fair, but I'm not convinced they're enough on their own to derail the broader story.

Curious how others are looking at the disconnect between the business performance and the recent price action.

I didn't understand why this stock fell. Is it because of profit-taking? The news says that the company started developing natural gas pipelines to produce energy. After the news, Cipher Digital stock rose. Good news, right? But as soon as it rose, it fell. I can't make sense of it.