Murray St.

short term L/S, ex-quant fund, code+markets

[Murray St. @murrayst_res]

Not a sign that you're about to print money. $BTDR

[Murray St. @murrayst_res]

Fable is a big upgrade. It’s more like working with a seasoned employee than a summer intern.

[Murray St. @murrayst_res]

The new Apple dictation is useable now. Big win. Still waiting on AI Siri.

[Murray St. @murrayst_res]

been waiting over 12hrs for the phone to finish indexing and to get Siri AI to try this. soooo slow.

[Murray St. @murrayst_res]

$AAPL sells on implied capex spend for model training. Their goal of running on device (privacy) would mean it's worth the r&d. small models for the win.

[Murray St. @murrayst_res]

On a NYTimes ad they used term "Human Made" for their games implying it is not AI. This is the new "homemade" or "handmade".

[Murray St. @murrayst_res]

$AAPL sells on implied capex spend for model training. Their goal of running on device (privacy) would mean it's worth the r&d. small models for the win.

[Ben Bajarin @BenBajarin]

In a tech talk with Apple execs to learn more about the deep tech details of Apple Intelligence.

Apple did a lot more work than folks realize as this is not just a white label of Gemini.

We will share thoughts later.

[Murray St. @murrayst_res]

$AAPL new AI Siri looks promising. wonder how effective it is. polling a webpage, tab grouping, and cross search would be so convenient. Siri has been such a let down that it's hard to believe.

[Murray St. @murrayst_res]

This is a big multiplier on LLM use. Every automated job will at minimum have an overseer to facilitate and debug any issues.

[Tibo @thsottiaux]

You can use codex within your own programs using the Python SDK. It's awesome. Built by @ah20im and friends

```
pip install openai-codex
```

https://t.co/GjQVEPwtkF

[Murray St. @murrayst_res]

smoke test this smoke test that. what corpus were these models trained on?

[Murray St. @murrayst_res]

@ConsensusGurus It saves tokens so you can extend usage. Works pretty well for me. You’d have to be using CLI.

[Murray St. @murrayst_res]

Just find the AI, space or quantum related stock with the bigger shorts and buy them now.

[Murray St. @murrayst_res]

Here's a look at Situational Awareness' calls and puts over time. We don't know option details (strike/expiry) but we can get a sense of behavior. $INTC calls looked stable but the puts look to be changing every qtr so it's not clear how to interpret them.

$NVDA $AVGO $AMD $TSM $ASML $MU $SMH $CRWV $ORCL

#13F #AI #semis

[Murray St. @murrayst_res]

this is underrated. huge speed up with minimal implementation.

[Google Gemma @googlegemma]

Gemma 4 just got even faster!

We're releasing Multi-Token Prediction (MTP) drafters that deliver up to a 3x speedup, without any degradation in output quality or reasoning logic.

[Murray St. @murrayst_res]

@PegasusFund

[Murray St. @murrayst_res]

$POET will lead the rally today. Good risk on proxy rn.

[Murray St. @murrayst_res]

@JiujitsuOtter @ScottPh77711570 Like watching the nature channel

[Murray St. @murrayst_res]

@KrisAbdelmessih @SowingAlphaSeed if no shares then no need to update the borrow - stock loan is not necessarily a first come first serve business or a highest bidder wins.

[Murray St. @murrayst_res]

@lefthanddraft That model is really efficient. Try Gemma 4 models on this. I had them doing well for me on my benchmarks.