Geopolitics Alpha

The CFO Who Learned to Code by Shipping: How I Use Hackathons to Keep Up With AI Tools

Published . Updated .

Key takeaways

  • Exposed: BWET, IYT, QQQ, MSFT, ZIM
  • Market reaction: BWET −7.8% on the day; IYT −0.5% on the day; ZIM +3.2% on the day

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SHIPPINGThe CFO Who Learned to Code byShipping: How I Use Hackathons toKeep Up With AI ToolsGEOPOLITICS ALPHA

This report is about container shipping and AI and big tech.

Directly affected

  • No company is named in this report.

Indirectly affected

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story.

  • IYT iShares U.S. Transportation ETF

    iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story.

  • QQQ Invesco QQQ-10.3% 30d

    Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • MSFT Microsoft+1.8% 30d

    Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • ZIM ZIM Integrated Shipping Services+1.3% 30d

    ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.

  • MATX Matson-5.4% 7d

    Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.

  • GOOGL Alphabet-20.6% 30d

    Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • KEX Kirby+2.6% 30d

    Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWET-1.54%+2.86%base-7.81%after closeafter closeafter close
IYT-1.11%-1.81%base-0.52%after closeafter closeafter close
QQQ+5.87%+5.02%base+0.60%after closeafter closeafter close
MSFT+4.85%+4.61%base+3.13%after closeafter closeafter close
ZIM+4.85%+3.12%base+3.23%after closeafter closeafter close
MATX+4.99%+2.59%base+0.70%after closeafter closeafter close
GOOGL+14.89%+1.62%base+0.31%after closeafter closeafter close
KEX-2.29%+3.79%base+1.07%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

The CFO Who Learned to Code by Shipping: How I Use Hackathons to Keep Up With AI Tools HackerNoon

Source: HackerNoon

How far Amplify Commodity Trust (BWET) has moved since 3 Nov 2026

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)that day-7.81%final price
Amplify Commodity Trust (BWET)three days earlier+2.86%final price
Amplify Commodity Trust (BWET)five days earlier-1.54%final price
Alphabet (GOOGL)that day+0.31%final price
Alphabet (GOOGL)three days earlier+1.62%final price
Alphabet (GOOGL)five days earlier+14.89%final price
Ishares Tr (IYT)that day-0.52%final price
Ishares Tr (IYT)three days earlier-1.81%final price
Ishares Tr (IYT)five days earlier-1.11%final price
Kirby (KEX)that day+1.07%final price
Kirby (KEX)three days earlier+3.79%final price
Kirby (KEX)five days earlier-2.29%final price
Matson (MATX)that day+0.70%final price
Matson (MATX)three days earlier+2.59%final price
Matson (MATX)five days earlier+4.99%final price
Microsoft (MSFT)that day+3.13%final price
Microsoft (MSFT)three days earlier+4.61%final price
Microsoft (MSFT)five days earlier+4.85%final price
Invesco Qqq Trust, Series 1 (QQQ)that day+0.60%final price
Invesco Qqq Trust, Series 1 (QQQ)three days earlier+5.02%final price
Invesco Qqq Trust, Series 1 (QQQ)five days earlier+5.87%final price
ZIM Integrated Shipping Services (ZIM)that day+3.23%final price
ZIM Integrated Shipping Services (ZIM)three days earlier+3.12%final price
ZIM Integrated Shipping Services (ZIM)five days earlier+4.85%final price

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who collects and who pays in shipping

Companies carried with this story

  • BWET Amplify Commodity Trust

    For “The CFO Who Learned to Code by Shipping: How I Use Hackathons to Keep Up With AI Tools,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story

  • IYT Ishares Tr

    In “The CFO Who Learned to Code by Shipping: How I Use Hackathons to Keep Up With AI Tools,” Ishares Tr (IYT) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story

  • QQQ Invesco Qqq Trust, Series 1

    In “The CFO Who Learned to Code by Shipping: How I Use Hackathons to Keep Up With AI Tools,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

  • MSFT Microsoft

    For “The CFO Who Learned to Code by Shipping: How I Use Hackathons to Keep Up With AI Tools,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

  • ZIM ZIM Integrated Shipping Services

    ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “The CFO Who Learned to Code by Shipping: How I Use Hackathons to Keep Up With AI Tools.” Reason on file: ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story

  • MATX Matson

    In “The CFO Who Learned to Code by Shipping: How I Use Hackathons to Keep Up With AI Tools,” Matson (MATX) is linked, with no stored direction, medium confidence. Reason on file: Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story

  • GOOGL Alphabet

    For “The CFO Who Learned to Code by Shipping: How I Use Hackathons to Keep Up With AI Tools,” Alphabet (GOOGL) is linked, with no stored direction, medium confidence. Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

  • KEX Kirby

    Kirby (KEX) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “The CFO Who Learned to Code by Shipping: How I Use Hackathons to Keep Up With AI Tools.” Reason on file: Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story

Amplify Commodity Trust (BWET) and the shipping link

“The CFO Who Learned to Code by Shipping: How I Use Hackathons to Keep Up With AI Tools” (3 Nov 2026) reaches Amplify Commodity Trust (BWET) through Shipping.

The link for Amplify Commodity Trust (BWET) is this: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story

Ishares Tr (IYT) is here too. Its reason reads: iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story

The price range for Amplify Commodity Trust (BWET), and the dates in the story

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. QQQ traded between 680.34 and 758.19 across 20 sessions. The latest close on file is 681.22.

The shipping score for Amplify Commodity Trust (BWET)

46 out of 100

“The CFO Who Learned to Code by Shipping: How I Use Hackathons to Keep Up With AI Tools” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.