Gem Pongkritsagorn

🎓MSc Finance, LSE. SMA Portfolio Manager

[Ryan Wiggins @rywiggs]

https://t.co/Cyk7zmzOKW

[Oguz Erkan @oguzerkan]

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: 🧵

[Shay Boloor @StockSavvyShay]

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

[Koyfin @KoyfinCharts]

The Magnificent Seven Valuations vs 10Y Mean

1) $NVDA Nvidia

[IvanaSPEAR @IvanaSpear]

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:

[Daily Dose of Data Science @DailyDoseOfDS_]

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.

--
Join 100k+ data scientists and get a Free data science PDF (550+ pages) with 320+ posts by subscribing to my daily newsletter: https://t.co/wnsNsbvFZI
--

Over to you: Can you tell the inference run-time of KMeans Clustering?

[The Future Investors @ftr_investors]

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?

[Harsh Makadia @MakadiaHarsh]

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!

[Zain Kahn @heykahn]

ChatGPT is just the tip of the iceberg.

20 AI tools that will transform your productivity forever:

[Andrew Lokenauth @FluentInFinance]

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:

[Harsh Makadia @MakadiaHarsh]

Hot AI Tools To Try Today!

Writing: https://t.co/POZf9MDRGa
Images: https://t.co/YrYhyjopsm
Music: https://t.co/BdE3aUzAI1
Detect ChatGPT: https://t.co/tyU06rwava
Studio Sound: https://t.co/R7EMTqJJfN
YouTube Shorts: https://t.co/hOYW3nUI6z
Twitter: https://t.co/DmWEXuJybp

[Harsh Makadia @MakadiaHarsh]

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!

[Blake Burge @blakeaburge]

Google Sheets isn't Excel.

But it's more powerful than you think.

7 things Sheets can do, you'll wish you knew yesterday: 📊

[Harsh Makadia @MakadiaHarsh]

Don't worry about GPT-4

90% don't know all superpowers of ChatGPT-3

7 copy-paste prompts you cannot miss 🧵:

[Hasan Toor @hasantoxr]

ChatGPT literally blew up the internet.

But don't limit yourself to just ChatGPT.

Here’re 15 AI Chrome extensions to hack your life & save time:

[Zain Kahn @heykahn]

GPT-4 will make you superhuman.

But only if you know how to use it effectively.

Here are 10 ways you can start using GPT-4 today:

[Eddy Quan @waronweakness]

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):