We make educated bets with data. EMBER app now on Andriod, Mac and Windows. iOS comes November.
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Joined March 2020
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Now remember, Trump said if Dems win market will go into a depression. Time to see if he is the one that will be delivering the blow.
Market futures diving lower on election results. If you follow @NoBellTrading or I- this is no surprise at all. We talked about this lots on Substack, YouTube, X and Facebook. And what comes after...
NoBellTrading retweeted
Market futures diving lower on election results. If you follow @NoBellTrading or I- this is no surprise at all. We talked about this lots on Substack, YouTube, X and Facebook. And what comes after...
Bubble is in staples.
*ACKMAN: THERES NO STOCK MARKET BUBBLE
*ACKMAN: PRIVATE MARKETS MIGHT BE BUBBLE LIKE BUT ‘JUSTIFIED’
*ACKMAN: LEVERAGE AND ONE DAY OPTIONS ARE BAD
.@BillAckman
it's funny watching "pros" realize the market mechanics that Green has been talking about since the late 20-teens
BILL ACKMAN: STOCK MARKET IS "BROKEN" BY SPECULATIVE TRADING
Pershing Square founder Bill Ackman warns that excessive leverage and speculation are driving irrational stock-price swings.
Ackman compared today's trading environment to casino-style markets, criticizing leveraged products and perpetual futures.
However, he said the volatility has created buying opportunities for Pershing Square, including Microsoft, Amazon and Alphabet.
He also praised Visa and Mastercard as two of the world's greatest businesses and highlighted Netflix as a portfolio holding.
You can get short tech as trends break and still recognize none of the fundamentals are actually breaking. It is possible for those with active brain functionality.
I don't think the timeline has ever been this stupid. It's actually so annoying. I went from hating 95% of fintwit to 99.9%. No one is actually doing any due diligence at all. Vibe coding turning into vibe analysis. Bunch of slop.
Those quotes are in reference to tests with hyper specific tasks and the out performance was related to speed and not capability. So if you've actually been following AI that's not new information at all. Been known for probably 6-8mo. Hence why agents were made and so popular. Same concept.
LISTEN VERY CLOSELY TO WHAT $PLTR IS SAYING:
"L3 Harris noted that by fine-tuning open-source models on its own data, a sovereign model outperformed the frontier model it had been using in less than 48 hours and cut costs by 95% in preliminary results. $NVDA reported that by evaluating and post-training its open models, it was able to get its smallest most efficient model to outperform its largest model by a large gap, and can now retrain that model on just a single GPU in a couple of hours, enabling them to retrain any time they have data to improve the decision intelligence."
"Tampa General is deploying sovereign AI to keep sensitive data and model processing local while enforcing its own risk and privacy standards for LLM traffic and supporting the granular controls Tampa General wants to define for itself. Using fine-tuned and post-trained Nematron to achieve this outcome, together we also improve model performance by 7% and reduce latency by 22x."
NoBellTrading retweeted
You've turned into my boomer dad just believing every single thing in your timeline without fact checking a single damn thing.
Those quotes are in reference to tests with hyper specific tasks and the out performance was related to speed and not capability. So if you've actually been following AI that's not new information at all. Been known for probably 6-8mo. Hence why agents were made and so popular. Same concept.
NoBellTrading retweeted
when $SPCX did IPO they used proceeds to buy Cursor. If solana:BTZK1B3pCoBDD1vy5e4bDBM4bwvvhkKUMTuKABkGWwGp is smart they will buy a neocloud with theirs.
Marie Antoinette never said "let them eat cake."
She was 9 years old and living in Austria when the line was written.
But it stuck for a reason. And it's the same reason everyone wants to go back to gold right now. Quick thread:
Spain pulled more gold out of the Americas than anyone in history and still defaulted 4 times.
Philip II is the patron saint of every lottery winner who's broke in five years.
Full piece covers the best case for gold (and why it still makes my point), the data that doesn't agree with me, whether crypto fixes it, and whether I'd still buy gold right now.
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