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I'm surprised how much misinformation is floating around about Palantir. It's possible a few of the talking points could be true but it's more...
I believe you are close to the mark. People who claim to understand the scope of Planatir are pretending something which they do not know.
Quick nVidia update. There is currently some bad articles about nVidia warranty problems. This is bad information, built on a mental fart from...
Is anyone in here gambling on INTC? They just bought a bunch of gear from ASML for their 14A process node. They've lied so many times, I...
This is 100% of the investing knowledge that 100% of people require. Long term investing: 99% chance of success Short term investing: 0.0001%...
A little more on AMD's AI. Helios is not yet being delivered at scale. There are a few Helios frames out there but these are essentially...
Smokie, here is what I know about AMD/nVidia. There has been conflicting reports about AMD's next gen. One said world beating, the other said...
Here's a quick note on my war trading. I alluded to profiting off the news cycle so here is the detail. I've held an oil field services company...
The markets are responding to Ising (new nVidia open source software platform) and some hype that I am still choking on. Between a few days and a...
Perhaps my point on politics was insufficiently blunt. I shall remedy that, now. This is more than a pattern. It's a process. Before the Iran...
I admired Cathy Wood and held ARKK for a short while. One day, I was watching an interview and they asked why she sold so much Tesla the day...
I know you guys hate politics but this situation is 100% political and I have no problem talking about it and ignoring the mindless criticism of...
I may have been caught sleeping here but I don't see Maven being replaced any time soon and not by Anthropic. Anthropic products overlap Maven...
I've been looking at some leaks of the Palantir Maven Smart System software. Considering what this thing is, how intertwined it is with the US...
Beware free advice. In 2015, Goldman Sachs was publicly indicating they were seeing soft market indicators and a potential pull back while...
People are reassured by doing what everyone else is doing. It's unfortunate this is the wrong instinct with investing. Wealth redistribution...
FWIW, I recently hit a couple of bond IPOs pretty hard. One is producing at 5.1% and the other 5.6%. Both were issued by power generation...
I'm not generally someone to spike the ball but Samsung just reported YoY profit increase of 755%. The weird thing is, they have a lot of clean...
Copenhagen Atomics is extremely far along with a thorium nuclear power design. It's a breeder reactor that promises high efficiency. It's going...
What a small world. Elon is talking about starting with a 2nm node and scaling to 1m wafer starts per month. That's ridiculous. The rule is:...
