Hedge Rock

Follower of Warren Buffet Carl Ichan,Marc Faber,Bill Ackman,China,Crude, ,Jim Simmons and AI,VR,AR enthusiast , Shark Tank watcher.

[Hedge Rock @HedgeRock]

#JimSimons #HedgeFunds

[Mira Murati @miramurati]

Inkling-Small is comparable to Inkling at a quarter the size. Weights are open, fine-tunable on Tinker today. Look forward to seeing what people make with it.

[Yatin Mota @yatinmota]

KOREAN STOCK MARKET CRISIS

Minister apologizes as Korean leveraged ETF investors nurse heavy losses amid chip stock rout

South Korea’s finance minister apologized on Wednesday after retail investors racked up heavy losses from leveraged bets on stocks, following rule changes earlier this year.

Korea's KOSPI index is down nearly 35%

LEVERAGE LED ROUT !
Retail investors portfolio collapsed after leverage and debt led stock buying made generational wealth evaporate. Young South Koreans savings wiped and now are in deep debt in some cases

Why Did this happen?

The KODEX SK Hynix Single Stock Leverage ETF — a product designed to deliver twice the daily move in SK Hynix shares — has fallen more than 80% since its June 23 peak

The equivalent product tracking Samsung has fallen almost 75% from its peak on June 3.

Learning For Retail Investors
Investors should avoid excess leverage, heard instinct buying, frenzy for leverage products.

https://t.co/haM6tfJjL9

[Polymarket @Polymarket]

NEW: One-person AI startup Polsia reaches 10,000 paying customers & is projected to generate $10 million in revenue this year. — WSJ

[Polymarket @Polymarket]

BREAKING: South Korea’s stock market crashes 44% in just 40 days, wiping out ~$2,000,000,000,000.00 in market value.

[Mark Gurman @markgurman]

BREAKING: Apple will launch Apple Upgrade next week, an iPhone, iPad, Mac and Apple Watch leasing/subscription program. It’s partnering with Klarna to launch in the U.S. at online and retail stores. https://t.co/eM3J46MXJZ

[Tim Carambat @tcarambat]

You can now run Qwen 3.6 27B on <10GB of memory and retain 90% of the intelligence.

Today, @PrismML dropped Bonsai 27B - which takes their unique compression approach they have already successfully applied to Qwen3.6 8B and Flux2-Klein and applied it to a properly smart model.

Here is it using an entire computer for deep research.

Long horizon agentic calls already are strong with Qwen3.6 27B and they still are here - just on 10x less memory.

[Rishabh Agarwal @agarwl_]

Meta's offer was an order of magnitude higher than $1 million 🥲

[James Chanos @RealJimChanos]

I know we are only halfway through the year, but I feel it will be hard to top this comment from one of the obligatory buy recommendations on $SPCX issued by one of the underwriters this week. It is truly glorious.

[Claude @claudeai]

We're extending access to Claude Fable 5 on all paid plans through July 12.

[Aakash Gupta @aakashgupta]

Bridgewater just published numbers that should make every frontier lab nervous.

The world's largest hedge fund tested Gemini, Claude, and GPT on six document filtering tasks its investors do every day. Naive prompts scored around 50%. A coin flip. Expert-written prompts pushed accuracy to 78%. Investors needed 80% before they'd trust the system in their workflow, and no frontier model cleared it. GPT 5.4 cost 43% more than 5.2 and was barely more accurate.

So they fine-tuned Qwen3-235B on Tinker instead. 84.7% accuracy. 29.8% fewer mistakes than the best frontier model. At 1/14th the inference cost.

The smartest part is buried in the middle of the paper. Their vendor-labeled training data was riddled with wrong labels, and expert labeling costs too much to run on everything. Their fix: train a model on the noisy dataset, then run it back over its own training data. Any example the model disagreed with got routed to senior investors, because either the example was genuinely hard or the label was wrong. The model's own confusion became a detector for bad labels.

Prompting hit a ceiling for a structural reason. A prompt captures only the judgment an expert can put into words. Twenty years of taste about which central bank memo actually signals a rate move doesn't compress into instructions. It transfers through labeled examples.

Every institution sitting on decades of expert decisions just learned that those archives can train a model that beats the frontier at their specific job. The alpha was in the filing cabinet the whole time.

[Mira Murati @miramurati]

Bridgewater used their unique financial knowledge and partnered with us on @tinkerapi to fine-tune a model that helps their analysts focus on what's important. Experts improving AI that empowers experts.
https://t.co/6RJITMG2BJ

[Hedge Rock @HedgeRock]

@vinodsrinivasan https://t.co/sz33m62NNj

[Charlie Bilello @charliebilello]

Samsung: a memory chip worker with a base ​salary of $52k is expected to receive a total bonus of around $410k this year

SK Hynix: employees are expected to receive bonuses of more than $454k

Luxury jewelry sales in S. Korea: +146% YoY
Luxury watch sales in S. Korea: +85% YoY

[Bloomberg TV @BloombergTV]

Andreessen Horowitz’s SpaceX stake is now worth more than $10 billion after its IPO. David George, who spearheaded that investment, joins @technology to discuss the company’s next phase of growth https://t.co/k8O5DWkAjM

[Claude @claudeai]

Introducing Claude Tag, a new way for teams to work with Claude.

In Slack, Claude joins as a team member with access to the channels and tools you choose. Tag Claude in and delegate tasks to it while you focus on other work.

[Eugene Ng @EugeneNg]

Bernstein is modeling Samsung, SK Hynix, and Micron’s EPS to peak cyclically towards end 2027 and decline post 2028.

[Pierre de la Grand'rive @pierre_dlgr]

Introducing Workers: unlimited AI employees that run your company...

And we've just made $1M ARR in a couple of days.

Most knowledge jobs shouldn't exist.

Not because the work isn't valuable.

Because the way we execute it is absurd.

Millions of people spend their days:
- Answering emails
- Following up
- Updating CRM
- Coordinating meetings
- Moving information between systems

There is no expertise here. That's workflow..

Workers are AI employees that can perform work across your organization like a human teammate.

The line between software and labor just disappeared.

[Mohamed A. El-Erian @elerianm]

I'm extremely sad to hear the news of the passing of Alan Greenspan. My deepest condolences to Andrea and the other members of his family.
As Chairman of the Federal Reserve from 1987 to 2006, Alan Greenspan served as a steady hand during some of the most transformative decades in modern American economic history.
His career was defined by a profound dedication to public service, an incredible command of details, and an enormous intellectual curiosity.
Across five terms and four presidential administrations, he navigated the Federal Reserve through monumental challenges and changes, including that always-tricky pivot from defense to offense. With that, he helped the U.S. economy benefit from a consequentially positive productivity shock.
The world of economics and public policy has lost a towering figure whose influence is still being felt today.
May he rest in peace.
#economy #federalreserve

[Сarm1ne @carm1nee]

ex-CEO of Goldman Sachs just revealed his entire portfolio - 98% equities, 90% single stocks - and he trades every single day from his iPad

"the difference between somebody who's really really good and somebody who can't make it is not that great"

"I thought SpaceX was overpriced at $100 billion - they're now proposing $1.75 trillion"

"I've known people in high office - after they finish speaking they say how did I do - they want affirmation - people are a lot more insecure than you think"

bookmark & watch the full podcast ↓

[SMX 🇺🇸 @iam_smx]

Bernard Arnault, CEO of LVMH, gives a brilliant comment after being asked about Elon Musk reaching trillionaire status

Reporter: "You can see that Elon Musk, with his fundraising, has reached, a fortune of 1,270 billion, Do you find yourself thinking, "He crushed the competition," or "That doesn't more to say on that front?"

Bernard: "That is the value of company, People talk about wealth, but it's actually the value of the stocks, It's not money he has in his bank account to spend, That is the value of company"