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  1. News · Stocks ·

    Seven Cash-Backed Software Names After the Selloff

    October 2026 punished debt-funded AI builders, and this thesis turns to seven cash-backed software appliers bought slowly with reserves held back.

  2. Quick Look · Technology ·

    October 10, 2026 Tech Digest: Cloud Merger, Cheap Batteries and Green-Card Freeze

    On October 10, 2026, tech news centered on infrastructure: the Deno team joined Cloudflare while four-hour battery storage undercut gas turbines in 43 markets, TypeSafe hit a $7.5 billion valuation, and the US removed Microsoft and Adobe from the green-card track. I gathered the day's 9 stories here with Tesla, Starlink and positioning-satellite notes.