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Librarian Capital
Counter-point on utility of management meetings
A hacker gained access to full e-mail accounts of several company executives
He got "material nonpublic information ... prior to the release of at least 14 earnings announcements”
Of the 14 trades, 10 were winners, 4 were losers https://t.co/ATV5xRvqfV
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Counter-point on utility of management meetings
A hacker gained access to full e-mail accounts of several company executives
He got "material nonpublic information ... prior to the release of at least 14 earnings announcements”
Of the 14 trades, 10 were winners, 4 were losers https://t.co/ATV5xRvqfV
This newsletter continues to see "really strong growth" in states where it is already operating. https://t.co/JyCUu4pK3v tweet
AkhenOsiris
Compare to MS from this morning (similar-ish) $NVDA
MS notes concerns had arisen in the market regarding Nvidia's Blackwell platform, specifically about supply and demand uncertainties, but the production process appears to be on track.: "Our latest supply chain checks suggest no further delay for GB200 server rack shipments.” MS also notes that no leakage problems have been spotted, and cable connection issues can be resolved through manufacturing adjustments. Production rollout is scheduled for November 2024, with the first batch of shipments expected by the end of the year. The bank highlights that while both NVL36 and NVL72 designs should hit the market by late 2024, "NVL72 should be the customer preference for high computing power density and better cost-effectiveness in the long term." Moreover, Morgan Stanley says some tier-one server buyers will have access to the Blackwell platform around the year-end, while broader shipments to the rest of the market are likely to begin by the end of the first quarter in 2025.
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Compare to MS from this morning (similar-ish) $NVDA
MS notes concerns had arisen in the market regarding Nvidia's Blackwell platform, specifically about supply and demand uncertainties, but the production process appears to be on track.: "Our latest supply chain checks suggest no further delay for GB200 server rack shipments.” MS also notes that no leakage problems have been spotted, and cable connection issues can be resolved through manufacturing adjustments. Production rollout is scheduled for November 2024, with the first batch of shipments expected by the end of the year. The bank highlights that while both NVL36 and NVL72 designs should hit the market by late 2024, "NVL72 should be the customer preference for high computing power density and better cost-effectiveness in the long term." Moreover, Morgan Stanley says some tier-one server buyers will have access to the Blackwell platform around the year-end, while broader shipments to the rest of the market are likely to begin by the end of the first quarter in 2025.
Nvidia halting development of GB200 NVL36*2 (dual-rack 72 GPUs version); long-term AI and Nvidia trends remaining positive, but frequent product plan changes likely softening short-term trading sentiment
link.medium.com/udlKwCTjlNb - 郭明錤 (Ming-Chi Kuo)tweet
Alex Bilzerian
'Traité d'Analyse' by E. Goursat was the impetus.
Henri Cartan and André Weil were both teaching at the University of Strasbourg in the early 1930s.
Cartan was in charge of teaching a course on differential and integral calculus and found the Goursat text inadequate.
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'Traité d'Analyse' by E. Goursat was the impetus.
Henri Cartan and André Weil were both teaching at the University of Strasbourg in the early 1930s.
Cartan was in charge of teaching a course on differential and integral calculus and found the Goursat text inadequate.
The formation of Bourbaki was partly a response to the effects of WWI, which had decimated a generation of French mathematicians.
Young university instructors found themselves using outdated texts, prompting the need for more modern educational materials. tweet
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Stock Analysis Compilation
Patient Capital Management on Biogen $BIIB US
Thesis: Biogen, an underappreciated biopharma leader with a new CEO, is poised for long-term gains as its Alzheimer's treatment targets an underserved market
(Extract from their Q2 letter) https://t.co/PqdsjCykDC
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Patient Capital Management on Biogen $BIIB US
Thesis: Biogen, an underappreciated biopharma leader with a new CEO, is poised for long-term gains as its Alzheimer's treatment targets an underserved market
(Extract from their Q2 letter) https://t.co/PqdsjCykDC
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Alex Bilzerian
RT @mathoncbro: Exciting news:
Our paper led by @S_Marzban “Spatial Interactions modulate tumor growth and immune infiltration” is now published:
https://t.co/JIdker6Md7
Read our tweet summary below:
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RT @mathoncbro: Exciting news:
Our paper led by @S_Marzban “Spatial Interactions modulate tumor growth and immune infiltration” is now published:
https://t.co/JIdker6Md7
Read our tweet summary below:
"Spatial interactions modulate tumor growth and immune infiltration"
Our latest preprint:
@S_Marzban in collab w/ @AmelioLab!
We apply methods from artificial life, @BertChakovsky's #Lenia, as a model of tumor-immune:
- spatial growth dynamics
- cell-cell competition &
- cell migration
Application to head & neck squamous cell carcinomas to elucidate the role of collagen on immune infiltration
https://t.co/Uzg9lhp9rn tweet
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Librarian Capital
Nike $NKE FY25Q1 (Jun-Aug) results
Total revenues -9% ex-FX, -10% in $
(Excl. FX, N America -11%, EMEA -12%, Greater China -3%, APAC & LATAM -2%)
Gross profit -8% (GM +1.2 ppt to 45.4%)
EBIT -22% (Margin -3.8ppt to 24.2%)
Net Income -28%, EPS -26% https://t.co/Z8jrFNTYuC
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Nike $NKE FY25Q1 (Jun-Aug) results
Total revenues -9% ex-FX, -10% in $
(Excl. FX, N America -11%, EMEA -12%, Greater China -3%, APAC & LATAM -2%)
Gross profit -8% (GM +1.2 ppt to 45.4%)
EBIT -22% (Margin -3.8ppt to 24.2%)
Net Income -28%, EPS -26% https://t.co/Z8jrFNTYuC
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