Catalog of Budget Machine

🚨 ALERT: 'The Big Short' investor Michael Burry sees Nvidia’s purchase commitments as similar to Cisco near the peak of the dot-com bubble.

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🇺🇸 JUST IN: MetaMask and Mastercard launch the MetaMask Card across the US.

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Shapoorji Pallonji group lenders likely to rollover $1.2 billion debt

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https://www.moneycontrol.com/news/business/shapoorji-pallonji-group-lenders-likely-to-rollover-1-2-billion-debt-13844744.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial

https://t.me/moneycontrolcom/102484

📱 Tecno revives modular phone concept with magnetic add-ons

Tecno unveiled a modular smartphone concept it plans to showcase at MWC 2026. The base device is 4.9 mm thin and works on its own, with modules attaching magnetically to the back.

Unlike Google’s Project Ara, the modules do not replace internal components. They connect via Wi-Fi, Bluetooth and mmWave, acting as smart accessories. Even with a 4.5 mm power bank attached, total thickness stays close to a typical flagship.

The rear panel has eight modular zones, with around ten modules shown so far, including an action camera, a telephoto lens that uses the phone display as a viewfinder, and a module for off-grid communication.

Tecno calls it a long term design project, with no release date or pricing announced.

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💵AI startups use split valuations to hit $1B headlines

Serval was valued at $235M in August 2025. In December it announced a $75M round at a $1B valuation led by Sequoia. According to WSJ, Sequoia actually invested at a $400M valuation.

The tactic: offer the lead investor a lower valuation, then close additional capital days later at a higher one. In Serval’s case, Sequoia came in at $400M, while the headline round priced the company at $1B. On paper, the lead’s stake immediately marked up.

WSJ cites another case, Aaru, where part of the round was done at $450M and part at $1B. Carta data shows around 20 similar deals in the past year, with activity rising in late 2025.

As the AI funding market cools, valuation engineering is becoming part of the playbook.

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US stocks fall as Nvidia’s outlook fails to inspire

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https://www.moneycontrol.com/news/business/markets/us-stocks-fall-as-nvidia-s-outlook-fails-to-inspire-13844851.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial

https://t.me/moneycontrolcom/102485

🚨 JUST IN: ZachXBT releases an insider trading investigation, alleging Axiom employees engaged in insider trading.

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https://t.me/cointelegraph/67869

SEBI issues social media platform usage norms for regulated entities

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https://www.moneycontrol.com/news/business/markets/sebi-issues-social-media-platform-usage-norms-for-regulated-entities-13844702.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial

https://t.me/moneycontrolcom/102482

Noel Tata’s tough ask on IPO stalled vote on chairman N Chandrasekaran's tenure

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https://www.moneycontrol.com/news/business/companies/noel-tata-s-tough-ask-on-ipo-stalled-vote-on-chairman-n-chandrasekaran-s-tenure-13844570.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial

https://t.me/moneycontrolcom/102479

🤖 Anthropic adds remote control to Claude Code

Anthropic introduced a remote control feature for Claude Code, now available in research preview for Max users. Pro support is planned next.

Users start a session on desktop, run claude remote-control in the terminal, then connect via link or QR code from the Claude app or browser on mobile.

From there, they can monitor progress, edit prompts, track changes and interrupt runs.

Claude Code is moving toward multi device workflows, letting developers manage sessions beyond the terminal.

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📈 Robinhood launches $1B fund to give retail access to SpaceX and Stripe

Robinhood has launched a $1B closed end fund, selling 40M shares at $25 each. The vehicle will give retail investors exposure to private companies including SpaceX, Databricks and Stripe.

The fund already holds stakes in Databricks, Oura and Revolut, and has agreed to invest in Stripe. It charges a 2% management fee, reduced to 1% for the first six months. There are no performance fees and no minimum investment.

As a closed end fund, shares can trade at a premium or discount to net asset value depending on sentiment and liquidity.

Robinhood is pushing deeper into private markets as traditional IPO access remains limited.

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