This man knows the market.
He predicted:
1) Dot-com Bubble (2000)
2) Great Recession (2008)
3) The COVID Bubble (2021)
Here is Howard Marks' latest warning: 🧵
The Ultimate Cheat Sheet for 25 Companies Shaping the Semiconductor Value Chain
1. $NVDA -- Designer of AI GPUs & CUDA platform for model training
2. $TSM -- Manufacturer of advanced 3nm & 5nm chips for AI workloads
3. $AVGO -- Supplier of networking ASICs & high-speed connectivity components
4. $ASML -- Exclusive supplier of EUV lithography machines for chip manufacturing
5. $QCOM -- Designer of Snapdragon AI processors for mobile & edge devices
6. $ARM -- Developer of energy-efficient CPU architectures for AI & IoT
7. $AMD -- Provider of Ryzen & EPYC processors for high-performance computing
8. $MU -- Manufacturer of HBM3 memory for AI accelerators
9. $INTC -- Integrated producer of Xeon processors for data centers
10. $MRVL -- Developer of OCTEON processors & networking chips for AI infrastructure
11. $AMAT -- Innovator of deposition & etch tools for semiconductor fabrication
12. $DELL -- Provider of PowerEdge servers for AI data centers
13. $TXN -- Supplier of analog chips & embedded processors for industrial AI
14. $KLAC -- Developer of wafer inspection & metrology tools
15. $WDC -- Leader in enterprise HDDs & SSDs for AI and cloud storage
16. $ANET -- Provider of CloudVision software and 400G switches for AI data centers
17. $SNPS -- Provider of EDA tools for chip design & verification
18. $CDNS -- Leader in chip simulation software for AI & automotive applications
19. $HPE -- Provider of HPE Apollo systems for AI & HPC workloads
20. $AEHR -- Supplier of burn-in and test systems for silicon carbide chips
21. $SMCI -- Custom server solutions optimized for AI & cloud computing
22. $ADI -- Provider of precision signal processing ICs for industrial AI
23. $ON -- Manufacturer of SiC power modules for EVs & ADAS systems
24. $ALAB -- Developer of PCIe connectivity chips for AI & data center workloads
25. $NVTS -- Supplier of GaN power ICs for fast charging & AI hardware
I've spent the past decade at leading hedge funds like Millennium, Citadel and a Tiger Cub.
I often get questions about how to perform due diligence on a new stock.
I will use $NVDA as an example.
Here are 10 critical things new investors often miss, based on my experiences:
The time complexity of 10 popular ML algorithms.
Understanding the run time of ML algorithms is important because it helps us:
- Build a core understanding of an algorithm.
- Understand the data-specific conditions that allow us to use an algorithm.
For instance, using SVM or t-SNE on large datasets is infeasible because of their polynomial relation with data size.
Similarly, using OLS on a high-dimensional dataset makes no sense because its run-time grows cubically with total features.
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Over to you: Can you tell the inference run-time of KMeans Clustering?
Here are 10 AI Hardware stocks that are strategically positioned to lead the AI boom in the coming decade:
1. $NVDA | Nvidia
2. $TSM | TSMC
3. $AVGO | Broadcom
4. $ASML | ASML
5. $AMD | AMD
6. $MU | Micron
7. $ARM | Arm
8. $MRVL | Marvell
9. $SMCI | Super Micro Computer
10. $BESI | BE Semiconductor
What are your favourite AI Hardware stocks for this decade?
Introducing ChatGPT Plugins:
Zapier, Slack, Expedia, Shopify, Wolfram, Speak are amongst the first plugins.
This is going to be soon all-in-one tool.
Wow!
I've used Microsoft Excel for 15 years working in Finance and these 10 tips will make you an expert (and increase your productivity 100X)
📊Don't ever use Excel again without knowing these 10 functions:
Hot AI Tools To Try Today:
Chat: https://t.co/zR4FYA0y63
Terminal: https://t.co/atp0INl2SI
AI Colors: https://t.co/nQViSKJ0hl
Prompts: https://t.co/dRUKh6W2EW
Short video: https://t.co/68PJ3u7ZUr
AI-Copilot: https://t.co/YLhPeI41bI
Save 5x time!
Spoke to a guy who makes $50,000/mo on Twitter.
No logo
No coding
No website
No complex funnels.
Just a simple 6 step system.
All you need is a Twitter account and a way to send emails.
Here's the breakdown (you're gonna want to bookmark this):