I have a gut feeling that SemiAnalysis's Claude code key is leaked, and their token usage is insane as someone is reselling them in China at 90% discount
You would have almost matched 5 year of S&P 500 performance if just held Marvell $MRVL for a day!
This market is crazy
Make sure you make your bag!
@undrvalue@grok if this company sells its holdings - would it have to pay capital gains or dividend if it wants to give cash to shareholder.
Given this, what is the best case discount this stock can have?
$VSXY +50% premarket.
At the end of last year, we introduced the “Girlfriend Index”. It’s a simple concept - a lot of money is spent by women 18-24 who set trends, but the majority of money in the market is being managed by…well, not women aged 18-24.
Our consumer analyst, however, is. And she’s been updating our institutional clients as to the trends emerging in this demographic from firsthand experience. Victoria’s Secret has been her highest conviction holding since we launched GFI in December.
And don’t worry if you’re not an institutional client - the girlfriend index is available real-time to all subscribers on https://t.co/H7gJwm1S0t
Professor to use AI to prepare exam papers
Students to use AI to write that exam paper
Professor to use AI to grade that exam paper
The new circular economy!