James C. Kim 🐍

Data Science. Machine Learning. Tweets are not investment advice.

[James C. Kim 🐍 @jamesckim]

I think Twitter’s Community Notes is a RLHF (Reinforcement Learning from Human Feedback) that will help train truthGPT. Elon is crowdsourcing this information which will scale better than even hiring people to do it, just like $TSLA did with FSD. #AIAIAI

[James C. Kim 🐍 @jamesckim]

@ylecun @elonmusk If you really want to convince Elon, make an AI that makes funny memes. Otherwise you’re only talking to his left brain. Go lizard brain.

[James C. Kim 🐍 @jamesckim]

I could see Apple doing a device based LLM and/or Siri Pro (powered by their cloud). If device based it could drive a ton of upgrades.

[James C. Kim 🐍 @jamesckim]

All those pictures that Amazon sends showing my package sitting on my doormat is probably being used to train a delivery robot.

[James C. Kim 🐍 @jamesckim]

Prediction/Hope: Apple releases “Heavy Metal” a version of its GPU programming framework for LLM training on large numbers of Macs.

[Derek Cheung @derekcheungsa]

I've been learning how #AutoGPT works so that I can use it as a tool in my investing. For example, find the current market sentiment for energy stocks like $CNQ, $SU, $CVE. Here's what I learned with a peek underneath the covers with the code
https://t.co/2mUKqxQA2y

[James C. Kim 🐍 @jamesckim]

Will chat/voice become the dominant interface to AI? Good for $AMZN, $GOOG, $AAPL. If $META did a chatGPT clone, they could become a player in "search". Imagine typing a question into WhatsApp and getting an answer. e.g. /meta was what Elon said today good for $TSLA?

[James C. Kim 🐍 @jamesckim]

@mcgaleano The empire runs agile too, especially in the prisons.

[James C. Kim 🐍 @jamesckim]

@mcgaleano @Baymard I wish Authenticator functionality was built in at the OS level. SMS is such a bad idea for 2FA.

[James C. Kim 🐍 @jamesckim]

@pprivon @pyquantnews I’m going to refresh on Python so I can hit the ground running with the PyQuant course.

[James C. Kim 🐍 @jamesckim]

I just joined Getting Started With Python for Quant Finance by @pyquantnews.

And I'm Building in Public.

• Build lifelong friendships
• Get up and running with Python for quant finance
• Break out of Tutorial Hell and squash imposter syndrome

https://t.co/Q1aFdoZCFC

[James C. Kim 🐍 @jamesckim]

@snapsssss Door Dash is gaining in grocery delivery so Amazon is making a defensive play. It could also utilize existing drivers for both, if it uses it’s option to buy GrubHub.

[PSNY investor @Official_20]

Q2 numbers of vehicles registrations in the United States 2022:

Polestar $PSNY: 2300 vehicles (representing +858.3% change YoY)
Lucid $LCID: 500 vehicles
Rivian $RIVN: 700 vehicles

[James C. Kim 🐍 @jamesckim]

@PSNYInvest The journey has only just begun is a way better tag line than “the end of the beginning”… huh?

[James C. Kim 🐍 @jamesckim]

$APPH up 14.5% today and nearly 28% for the week. Getting a speaking slot at Wall Street Journal’s Global Food Forum is a great sign of their growing recognition.

[TravisParman @TravisParman]

Join us to learn how critical the agricultural and food component is to solving for #climate and #water challenges. #sustainability #foodsecurity #WSJFood @AppHarvest $APPH @JonathanWebbKY

[Velo3D @VELO3DMetal]

Velo3D CEO @BennyBuller3D recently sat down with @TashaARK and @PierceARK at @ARKInvest to discuss how Velo3D is transforming critical industries through its additive manufacturing technology. Listen here: https://t.co/kWq6WEiyv3

#AdditiveManufacturing #3Dprinting #Innovation

[James C. Kim 🐍 @jamesckim]

@Our2021S @munster_gene @AppleTVPlus @MLS I don’t expect NOT to see ads during sports. I’d expect they will have a lot of inventory to fill and they could be more profitable than subscriptions like they are for YouTube vs. YouTube Premium.

[James C. Kim 🐍 @jamesckim]

@munster_gene Apple Silicon servers would help the world become more power efficient. It would increase their chip volumes dramatically which should also boost profit margins.

[James C. Kim 🐍 @jamesckim]

@DeItaone Pretty much everyone in streaming would ramp up the hate on a Netflix and Roku tie up: Amazon, Google and Apple on the platform side, Disney, HBO, Verizon, Paramount, etc… why support your competitor?

[James C. Kim 🐍 @jamesckim]

@InvestmentTalkk Useful because people buy new Macs less frequently than iPhones and their front facing cameras are so much better than the ones that face you on either a phone or the Mac. Might also encourage more frequent iPhone upgrades which is where most of Apple’s money comes from.