very nice day on the short side. learnings: we observed weakness across stocks and market leaders prior to the indices declining today. will be very helpful to understand as we move forward and continue to forecast each week.
Sharing my analysis on AMD earnings today - https://www.youtube.com/watch?v=gRzvWpxPbvQ
sharing my analysis on GOOGL earnings (nice update in the business with Gemini, imo) - https://youtu.be/-Ft_i1pMuAM
OpenAI announces Frontier (their AgentOps platform) - https://www.youtube.com/watch?v=Q9Y8OOFhxJE
YouTube
OpenAI Frontier Analysis - The Rise of AI Agent Co-Workers
Sharing my take on OpenAI's recent announcement of OpenAI Frontier, an "AgentOps" platform. This is their introduction into enterprise software and it even include a light weight architecture.
Link: https://openai.com/index/introducing-openai-frontier/…
Link: https://openai.com/index/introducing-openai-frontier/…
i know markets are tough today (but very good if you got shot positions). i've been betting puts on SPY QQQ AVGO, etc. this week. tomorrow should be another down day from what i can see.
Sharing my analysis on the X.ai <> SpaceX merger. This is a major play for Elon Musk, folks!
https://www.youtube.com/watch?v=Eh8dk5OMcu8
https://www.youtube.com/watch?v=Eh8dk5OMcu8
YouTube
Elon Musk Analysis: Why is he merging X.ai with SpaceX
Sharing my analysis of the recent world's largest private merger between X.ai and SpaceX by Elon Musk. Grok will be the first AI in space and potentially have a space datacenter compute + power from the sun advantage over the other AI brains.
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