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Adam Levi

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@realAdamLevi

always building
Joined January 2021
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Adam Levi Verified account @realAdamLevi
In finance, the decision is never in the final memo or the transaction. It lives in the redlines, the emails, the exception approved on a call.

The same is true for every org. Its real operating manual is the history of how work moved between people, and nobody ever wrote it down.

@ArbiumInc's human traces finally capture it.
Arbium @ArbiumInc Oct 28
Computer activity, stored over time, becomes human traces: a record of the actions, decisions, and context behind knowledge work.

Today we’re releasing HelixCove, a dataset of work unfolding across an organization.
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Adam Levi Verified account @realAdamLevi
What’s the hedge?
The Kobeissi Letter @KobeissiLetter Oct 10
Investors have never been more bullish on Big Tech:

Hedge fund total US net exposure to Magnificent 7 stocks is up to 22%, its highest on record.

This figure has surged +7 percentage points since July, its largest 3-month increase since 2023.

This is now above the 21% peak recorded in June 2024.

By comparison, at the 2022 bear market low, net exposure to the Magnificent 7 was just 8%.

Meanwhile, hedge fund total US net exposure to semiconductor stocks is up to 12%, just below the 14% peak recorded in June 2026.

For perspective, this metric stood at just 2% at the start of 2025.

Everyone wants tech stocks right now.
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