@PegasusFund Looking at the price action of mega cap tech…you think they’ll continue spending ever increasing capex while their stock prices stagnant…not me, all it takes it one to say they’ll temper capital plans and SMH will drop 30% that day.
@hanmak17 Into Q2 end? What do you think underperforming funds are gonna do into quarter end? Also with US 250yr anniversary celebration…everything is going to go out at highs before that celebration. No sell before that.
@CapitalObserver They say they are using it to fund components purchases for $39b of orders…so they couldn’t get a 20% down payment on those orders? Doesn’t make sense
@oguzerkan Both contracts are cancellable with a few months notice. If xai was public, would have been interesting to see if it would have gotten a boost on those announcement.
New podcast out with Yann Lecun on the limitations of LLMs, and what will come after them. I'm no expert, but after using LLMs extensively for years now in tons of applications, seems very likely to me that his concerns are going to be proven right.
https://t.co/YnWtCBEqbU
This 80-min interview from inside Jim Simons' Renaissance Technologies teaches more about how Medallion prints 66% a year than every $200K MBA combined.
Robert Frey walked away in 2004 to explain it, for free.
Bookmark & watch tonight, you'll never see markets the same.
This 90-min talk by Ed Thorp, who beat Las Vegas with Claude Shannon, will teach you more about edge than a career on Wall Street.
He then beat the market for 20 years with no losing year. Bookmark & watch tonight, it'll change how you trade forever.
@HODL4PORSCHE Come on dude, learn a little about how hot IPOs work. This thing will close above $400 tomorrow and above $600 on Friday. The IPO price doesn’t matter, it won’t open at 185, it’ll open probably above $300.