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InsideArbitrage
Source Capital $SOR Proposes Merger With 180 Degree Capital $TURN -
💰The proposal involves 180 Degree merging into Source in an all-stock transaction, valuing 180 Degree at 101% of its net asset value per share.
💰Source is being advised by First Pacific Advisors and has assembled a team of advisors, including Akin Gump Strauss Hauer & Feld as legal counsel.
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Source Capital $SOR Proposes Merger With 180 Degree Capital $TURN -
💰The proposal involves 180 Degree merging into Source in an all-stock transaction, valuing 180 Degree at 101% of its net asset value per share.
💰Source is being advised by First Pacific Advisors and has assembled a team of advisors, including Akin Gump Strauss Hauer & Feld as legal counsel.
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Stock Analysis Compilation
Platinium AM on Fanuc $6954 JP
Thesis: Fanuc is poised for growth as the US market prepares for a significant increase in manufacturing automation investments, driven by advancements in AI-capable robotics and supportive government policies.
(Extract from their Q4 letter) https://t.co/z9klZmyTHk
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Platinium AM on Fanuc $6954 JP
Thesis: Fanuc is poised for growth as the US market prepares for a significant increase in manufacturing automation investments, driven by advancements in AI-capable robotics and supportive government policies.
(Extract from their Q4 letter) https://t.co/z9klZmyTHk
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AkhenOsiris
Chanos has entered the chat! 😂
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Chanos has entered the chat! 😂
One of the great myths of the Dot.com Bubble was that Internet traffic was doubling every three months. It was still growing 100% every year, but not 1,000%. This miscalculation had huge implications for telecom capex going forward. - James Chanostweet
AkhenOsiris
Zuck: My earnings call is before yours Jensen! This DeepShit Chinese bullshit is overshadowing a good qtr.
Jensen: Ok, hear me out...Llama is open source...so is DeepShit...and it's doing some incredible stuff with much lower cost, so tell them you are going to copy their shit and it is extremely bullish for Meta, as FCF gonna ramp like a motherfucker.
Zuck: That is fucking awesome, ok, I'm going to pound FCF and cost discipline down their damn throats. But one thing...that means I am buying less of your GPUs no?
Jensen: Yes, I am fucked! But I have a few more weeks to figure out how to sell our inferencing capabilities and how Agents and Physical AI like robots are basically here (even though they aren't).
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Zuck: My earnings call is before yours Jensen! This DeepShit Chinese bullshit is overshadowing a good qtr.
Jensen: Ok, hear me out...Llama is open source...so is DeepShit...and it's doing some incredible stuff with much lower cost, so tell them you are going to copy their shit and it is extremely bullish for Meta, as FCF gonna ramp like a motherfucker.
Zuck: That is fucking awesome, ok, I'm going to pound FCF and cost discipline down their damn throats. But one thing...that means I am buying less of your GPUs no?
Jensen: Yes, I am fucked! But I have a few more weeks to figure out how to sell our inferencing capabilities and how Agents and Physical AI like robots are basically here (even though they aren't).
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AkhenOsiris
Some of the hilarity with this headline:
- Government cannot be happy with this
- Unlike TikTok, nothing to ban here, open source and all over the world now
- Furthermore, banning isn't the answer anyways. Copying is.
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Some of the hilarity with this headline:
- Government cannot be happy with this
- Unlike TikTok, nothing to ban here, open source and all over the world now
- Furthermore, banning isn't the answer anyways. Copying is.
JUST IN: Chinese AI platform DeepSeek overtakes ChatGPT on Apple's app download rankings in the US - The Spectator Indextweet
AkhenOsiris
My dad is confused, "why is it bad for the market that DeepSeek is making it cheaper to run AI?"
I asked him if he understood why certain stocks go down when "Amazon your margin is my opportunity" enters a market. He said of course I do.
The tantrum tonight is about margins for semi infra. Warranted? Maybe. If compute explodes (as you'd expect), maybe not? Maybe NVDA GM has peaked?
Regardless, markets always shoot first and rationality returns later. The fact that megacap earnings calls start this week, hopefully provides some clarity.
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My dad is confused, "why is it bad for the market that DeepSeek is making it cheaper to run AI?"
I asked him if he understood why certain stocks go down when "Amazon your margin is my opportunity" enters a market. He said of course I do.
The tantrum tonight is about margins for semi infra. Warranted? Maybe. If compute explodes (as you'd expect), maybe not? Maybe NVDA GM has peaked?
Regardless, markets always shoot first and rationality returns later. The fact that megacap earnings calls start this week, hopefully provides some clarity.
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AkhenOsiris
RT @TShirtnJeans2: Replying to @_fabknowledge_: Pre DeepSeek @kakashiii111 o3 cost $3000 a run, will bankrupt every AI startup and NVDA will crash.
DeepSeek releases R1 @kakashiii111 DeepSeek made AI so efficient to run on Nvidia GPUs startups will never need to buy more and NVDA will crash.
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RT @TShirtnJeans2: Replying to @_fabknowledge_: Pre DeepSeek @kakashiii111 o3 cost $3000 a run, will bankrupt every AI startup and NVDA will crash.
DeepSeek releases R1 @kakashiii111 DeepSeek made AI so efficient to run on Nvidia GPUs startups will never need to buy more and NVDA will crash.
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Hidden Value Gems
Interesting if this has spooked the markets this morning 📉
High expectations, billions of capex, high pace of innovation. Tempting to dive in but hard to have an edge as an investor...🎲
#stocks #AI https://t.co/tiVsgibFxk
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Interesting if this has spooked the markets this morning 📉
High expectations, billions of capex, high pace of innovation. Tempting to dive in but hard to have an edge as an investor...🎲
#stocks #AI https://t.co/tiVsgibFxk
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Hidden Value Gems
"Many people are speculating that DeepSeek is simply lying about the number of GPUs and GPU hours spent training these models because they actually possess far more H100s than they are supposed to have given the export restrictions on these cards, and they don't want to cause trouble for themselves or hurt their chances of acquiring more of these cards.
While it's certainly possible, I think it's more likely that they are telling the truth, and that they have simply been able to achieve these incredible results by being extremely clever and creative in their approach to training and inference. They explain how they are doing things, and I suspect that it's only a matter of time before their results are widely replicated and confirmed by other researchers at various other labs."
h/t @doodlestein
Good read 👇
https://t.co/dWEKGCHlUH
#NVDA #TSMC #ASML #META #GOOG #DeepSeek
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"Many people are speculating that DeepSeek is simply lying about the number of GPUs and GPU hours spent training these models because they actually possess far more H100s than they are supposed to have given the export restrictions on these cards, and they don't want to cause trouble for themselves or hurt their chances of acquiring more of these cards.
While it's certainly possible, I think it's more likely that they are telling the truth, and that they have simply been able to achieve these incredible results by being extremely clever and creative in their approach to training and inference. They explain how they are doing things, and I suspect that it's only a matter of time before their results are widely replicated and confirmed by other researchers at various other labs."
h/t @doodlestein
Good read 👇
https://t.co/dWEKGCHlUH
#NVDA #TSMC #ASML #META #GOOG #DeepSeek
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