Prabowo’s Economic Reset Signals Return to Policy Stability

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‼️ Investors view President Prabowo Subianto’s economic-team reshuffle as an acknowledgment of the costs of recent policies and a move toward more predictable policymaking. The replacement of Finance Minister Purbaya Yudhi Sadewa with Suahasil Nazara, following a sudden central-bank leadership change, is seen as an effort to stabilize Indonesia’s two key economic institutions and repair coordination between them after months of policy uncertainty.

AI Cyber Fears Ignite CrowdStrike Rally as July Accumulation Pays Off

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‼️ 🧠 BREAKING: AI leaders’ warnings about frontier-model risks have renewed focus on AI-enabled cyber threats—from automated phishing to faster vulnerability exploitation. CrowdStrike is a high-beta way to play this theme, given Falcon’s cloud-native endpoint, identity, SIEM, and AI-security capabilities. We began accumulating CRWD in July.