@FeroceResearch Thanks from my end too I had the conviction that memory is good trade but your analysis made me remain in the trade even on extreme swings.
Billionaire Michael Milken joked “if a US company replaces the US-born CEO with a CEO born in India, I buy the stock”
But he reveals he hasn’t backtested the idea.
So we did.
In the last 15yrs, that would’ve 50x’d your money: 7.5x more $$ and >2x IRR vs S&P500: 30% vs 14%!
@aleabitoreddit It seems Claude has become dumber opus 4.7 is worse then 4.6 and 4.6 itself is not performing the way it used to, started ditching Claude these days
So businesses passed the price increases on to customers and now get to claim refunds for the same price increases they already passed on to customers, which will most likely be paid for by taxpayers, who are of course the same people who already paid those higher prices in the first place, while those same businesses can still minimize what they pay through loopholes in the tax code.
Beautiful.
@coreyganim Biggest issue with Claude coworker if you use opus 4.5 you are consuming all your tokens much fast for the day it sucks when you are in middle of work
@TradexWhisperer If demand slows due to layoffs it will impact economy and so does the hyperscalers capex, everything is related we are already in k shape economy so if upper half of k is getting impacted then god knows what happens all models will broke