Connie retweeted
PM Harper's new book is out today.
Interest comment by the former PM:
The former prime minister also offers up occasional reflections on current matters. While he attended the World Economic Forum in Davos twice during in his time in office, he now says he opposes it.
If he were prime minister today, Harper writes, he would end the Canadian government's participation in the WEF, an event he describes as a once-useful forum that has become a club for advancing the "narrow interests of its globalist, elitist attendees."
Perhaps Canadians and especially Carney should pay attention to his words. Canada will be better off following Harper's thoughts than Carney's.
Connie retweeted
I’m delighted to share that “Here For Canada: Memoirs of the 22nd Prime Minister” is now officially released. It was an honour to serve our country, the best country in the world, with an incredible team of colleagues and I am pleased to share my account of those years.
Purchase your copy here: indigo.ca/products/untitled-…
Hedge Fund Elliott Warns of FOGO: Fear of Getting Obliterated in the Market wsj.com/finance/investing/he… via @WSJ
👀👀
Attacks will accelerate from here on - We are there: Six months ago I said Mythos like capability will be widely available. It's happening. A critical vulnerability, a social engineering attack that looks innocuous, or daisy chaining publicly available vulnerabilities and conducting a sniper strike is all being witnessed in the wild. Incident responders have never been busier.
Some key points:
- attacks are not becoming more sophisticated, it's the same attacks, faster and by a lot more people.
- attack path discovery which took trial and error and multiple attempts is now trivial, open source LLMs are here to help
- you are as secure as your supply chain, insecure down or upstream players who have access to your infrastructure could be the next attack path, marketplaces and supply chain is an easier vector
The increase in activity is a result of more people becoming better at hacking due to the ease of being able to attack. Had not contemplated that in my calculus.
Please:
1. Test your infrastructure for accessible vulnerabilities and misconfigurations
2. Fix your code and demand your vendors do.
3. Old infra, or insecure infra at the perimeter needs to be updated first
4. New AI tools, especially coding need a security framework. Your developers will do more with code, new skills, and more automation. Don't forget the coding models have trained on human code.
Stay safe this Halloween :)
Connie retweeted
I've been living in Vancouver the last few months - and I'm afraid to admit the below is accurate!
I'm all for diversity and embracing new cultures - but this has gone too far.
Connie retweeted
Literally an episode of Silicon Valley
m.youtube.com/watch?v=6hMuBA…
U.S. defence and aerospace giant Lockheed Martin has acquired Nova Scotia-based undersea defence company Ultra Maritime for $3.45 billion. toronto.citynews.ca/2026/11/…
Inside Musk’s plan to upend the wireless phone industry wapo.st/47Z4cZl
FYI by grok
$AAPL $AMD $PLTR $SHOP
Notable earnings for the week of November 2–6, 2026
### Monday, November 2
- **Apple (AAPL)** — AMC (results typically ~4–5 PM ET; call ~5 PM). Consensus EPS ~$1.98–$1.99 (YoY growth ~7%), revenue ~$113.3–113.4B (~10–11% YoY). **Watch**: Holiday-quarter (Dec) guidance, especially iPhone demand (including newer models/Duo), supply constraints, memory/chip costs, Services growth, and gross margins. Guidance and commentary are often more important than the beat/miss.
- **Palantir (PLTR)** — AMC. Consensus EPS ~$0.33–$0.41 (strong YoY growth), revenue ~$2.18B (~85% YoY). **Watch**: U.S. commercial and government growth, any guidance raise, and free-cash-flow commentary. High valuation means results/guidance are closely scrutinized for AI software sentiment.
- Others of note: Vertex (VRTX) AMC; ON Semiconductor (ON) AMC; Diamondback Energy (FANG) AMC; Tempus AI (TEM) BMO; Marriott (MAR) BMO.
### Tuesday, November 3
- **AMD (Advanced Micro Devices)** — AMC (call ~5 PM ET). Consensus EPS ~$1.68–$1.95 (strong YoY growth), revenue ~$13.08–13.09B (~41% YoY). **Watch**: Data-center/AI GPU ramp (MI-series, Helios), EPYC server CPUs, gross margins (memory/HBM costs), Q4 guidance, and any 2027 data-center outlook. AI-related commentary is key for the broader chip/AI trade.
- **Shopify (SHOP)** — BMO. Consensus EPS ~$0.33. **Watch**: GMV/gross merchandise volume trends, merchant growth, and profitability/guidance.
- **Pfizer (PFE)** — BMO. Consensus EPS ~$0.72. **Watch**: Pipeline updates, COVID/vaccine residual sales, and cost/outlook commentary.
- Others of note: Amgen (AMGN) AMC (~$5.74 EPS); Arista Networks (ANET) AMC; Super Micro Computer (SMCI) AMC; Booking Holdings (BKNG) AMC; Eaton (ETN) BMO.
### Wednesday, November 4
- **Uber (UBER)** — BMO (call ~8 AM ET). Consensus EPS ~$0.90–$0.98, revenue ~$14.67B (~9% YoY). **Watch**: Mobility vs. Delivery growth, take rates, profitability trajectory, and guidance.
- **McDonald’s (MCD)** — BMO. Consensus EPS ~$3.36. **Watch**: Same-store sales (especially U.S./international), traffic, and value/menu commentary.
- **Qualcomm (QCOM)** — AMC. Consensus EPS ~$2.16–$2.17 (expected YoY decline), revenue ~$10.14B (expected ~10% YoY decline). **Watch**: Handset demand, automotive/IoT growth, licensing, and next-quarter guidance.
- **Arm Holdings (ARM)** — AMC. Consensus EPS ~$0.22. **Watch**: Royalty/licensing trends, AI-related design wins, and outlook.
- Others of note: Novo Nordisk (NVO) BMO; CVS Health (CVS) BMO; AppLovin (APP) AMC; MercadoLibre (MELI) AMC; Datadog (DDOG) BMO; Snap (SNAP) AMC.
### Thursday, November 5
- **Airbnb (ABNB)** — AMC. Consensus EPS ~$2.85–$2.89. **Watch**: Nights booked, average daily rates, and guidance.
- **Cloudflare (NET)** — AMC. Consensus EPS ~$0.34 (or lower in some sources). **Watch**: Revenue growth, large-customer adds, and AI-related product traction.
- Others of note: ConocoPhillips (COP) BMO; Toyota (TM) BMO; Sony (SONY) BMO; Monster Beverage (MNST) AMC.
### Friday, November 6
- **Moderna (MRNA)** — BMO. Consensus EPS around –$1.10. **Watch**: Pipeline updates (especially non-COVID) and cash burn/outlook.
- Others of note: Oklo (OKLO), Vistra (VST), Enbridge (ENB).
### Reports most likely to move the broader market
**Apple (AAPL)** is the clearest market-mover given its ~$5T market cap and heavy weighting in the S&P 500 and Nasdaq. Holiday guidance, iPhone/AI commentary, or any surprise on margins/supply can swing tech and the broader indices.
**AMD** is the next most important for market sentiment, particularly the AI/semiconductor complex. Strong or weak data-center/AI results and forward guidance (or commentary on customer ramps and margins) can move the chip sector and growth stocks broadly, especially after recent tech volatility.
**Palantir** can influence high-beta AI software names due to its size and volatility (options often imply large moves). **Qualcomm** and, to a lesser extent, **Arm** matter for semiconductor sentiment. Recent context includes tech selling pressure (e.g., weaker guidance from peers like Intel), so these reports are being watched for signs of stabilization or further weakness in tech.
Estimates and exact times can shift; check company IR pages or major calendars (Yahoo, Nasdaq, TipRanks) closer to the reports for the latest figures.
Connie retweeted
One week ago, lawyers at Canada’s top firms received urgent calls from their IT departments about a critical software update or an expired password. The agents were happy to stay on the phone and help.
Even to a skeptic, the calls could seem legitimate. They were often placed through Microsoft Teams, appearing to come from internal IT employees, or they were phone calls from the IT department’s number.
The reality: Hackers were on the other end, spamming Canadian lawyers en masse.
The tactic the hackers used is called vishing, short for voice phishing – and it worked. At least four companies were broken into, all among the country’s most prestigious law firms: McCarthy Tétrault LLP, Davies Ward Phillips & Vineberg LLP, Bennett Jones LLP and Borden Ladner Gervais LLP.
The extent of the damage is still being assessed, but the fallout is already immense. Law firms market themselves as trusted advisers, and the nature of their work means they store sensitive files on their servers. These include non-public corporate information, communication between client and counsel, and their clients’ tax, financial or health records.
theglobeandmail.com/business…
👀 LinkedIn
I can only imagine how bad the devops engineer that was breached must feel.
I don't know if he was on linked in.
But if you're a devops engineer in crypto, get off of LinkedIn!
It's how the hackers find you. There are pages and pages of binance devops engineers listed there.
When you join a crypto company and proudly add it to your @LinkedIn profile, you are automatically added to the hackers' spearphish machine around the globe. It's a liability. @cz_binance
Connie retweeted
I did an interview with Nicolai Tangen, the head of the Norwegian Sovereign Wealth Fund, and we covered the investment landscape.
youtu.be/T8nHLUlRGkg
Connie retweeted
Thank you to our private sector partners at @Microsoft for hosting me and for an outstanding discussion on the power of collaboration in making America safer.
Our partnership is driving real results — from leveraging emerging technologies like Superintelligence to accelerate the FBI’s ability to triage tips and information by 605%, to advancing cybersecurity initiatives like Operation Winter Shield to protect our nation’s critical infrastructure.
Our joint work on Operation Blackout with Microsoft’s Digital Crimes Unit (DCU) is another great example of what we can accomplish when government and industry work together to take the fight directly to cybercriminals.
Strong public-private partnerships are essential to building the FBI of tomorrow and delivering greater impact for the American people.
Thank you for helping us build the Bureau of tomorrow.
Stronger partnerships. Greater collaboration. Safer communities.
-DKP 🇺🇸
Exclusive: How I faced down the ‘coalition coup’ — by Stephen Harper nationalpost.com/longreads/e…
This Is the Most Important Chart in AI—and You Haven’t Seen It before wsj.com/tech/ai/ai-anthropic… via @WSJ
