Offshore
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Clark Square Capital
This is very cool. Big thanks to @JaredKubin
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This is very cool. Big thanks to @JaredKubin
LIQUIDATION NATION
I built a real tool for ALL investors where Factors + AI = DATA … not Vibes
👇WATCH INTRO VIDEO👇
⚠️What you get (Beta v1):
· 200+ Factor analytics
· Agent generated factor summaries (2x daily)
· Data science you can actually use
· Desktop only for now (mobile coming)
· 100% free
⚠️ Notes:
· SPAM filters might flag (Gmail signup live + X login soon)
· Read the Definitions section
· Education series dropping weekly
· Send bugs/features to me
· Fun R&D upgrades planned to help investors get deeper insights into their portfolios
· This is for educational purposes and not investment advice
🔗 https://t.co/69OxX0wv0j 🔗
"YOU CAN JUST DO THINGS" tweet
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @oreiteb Yup! $GOOG nailed it 🎯 & $FI doesn’t pass my rigorous quality standards. While the valuation may appear attractive, there are much higher-quality businesses I’d rather own for the long-term 👌🏽
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RT @DimitryNakhla: @oreiteb Yup! $GOOG nailed it 🎯 & $FI doesn’t pass my rigorous quality standards. While the valuation may appear attractive, there are much higher-quality businesses I’d rather own for the long-term 👌🏽
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Offshore
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Investing visuals
Software valuation tier list:
• Cheap(ish): $RBRK, $GTLB, $TEAM, $WDAY
• Reasonable: $NOW, $VEEV, $PANW, $ZS
• Expensive: $PLTR, $CRWD, $FIG, $NET
Any names you would add? https://t.co/unoAVwLK9a
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Software valuation tier list:
• Cheap(ish): $RBRK, $GTLB, $TEAM, $WDAY
• Reasonable: $NOW, $VEEV, $PANW, $ZS
• Expensive: $PLTR, $CRWD, $FIG, $NET
Any names you would add? https://t.co/unoAVwLK9a
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Offshore
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Investing visuals
It's official: $NVDA is the first company ever to hit $5 trillion 🤯 https://t.co/3XG4Nu5s38
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It's official: $NVDA is the first company ever to hit $5 trillion 🤯 https://t.co/3XG4Nu5s38
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Offshore
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ToffCap
These things have massive cycles, and trough the cycle IRRs tend to be poor, but I love Amplitech's $AMPG aggressiveness anyway 😜 https://t.co/1BrYv0aCRs
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These things have massive cycles, and trough the cycle IRRs tend to be poor, but I love Amplitech's $AMPG aggressiveness anyway 😜 https://t.co/1BrYv0aCRs
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Offshore
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Quiver Quantitative
BREAKING: Representative Marjorie Taylor Greene just filed new stock trades.
She bought more Bitcoin, $IBIT.
She has now bought up to $125K of Bitcoin so far this year.
Full trade list up on Quiver. https://t.co/6UTXyafnSv
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BREAKING: Representative Marjorie Taylor Greene just filed new stock trades.
She bought more Bitcoin, $IBIT.
She has now bought up to $125K of Bitcoin so far this year.
Full trade list up on Quiver. https://t.co/6UTXyafnSv
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Offshore
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Quiver Quantitative
UPDATE: Bloom Energy stock, $BE, has now risen 101% since Representative Gil Cisneros bought in.
It's been barely a month.
Track politicians' portfolios on Quiver. https://t.co/A5IAwvx3FF
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UPDATE: Bloom Energy stock, $BE, has now risen 101% since Representative Gil Cisneros bought in.
It's been barely a month.
Track politicians' portfolios on Quiver. https://t.co/A5IAwvx3FF
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Offshore
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ToffCap
When stocks go vertical and still remain cheap... $LDB
h/t @david_katunaric 😘 https://t.co/VXxzDNHz0A
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When stocks go vertical and still remain cheap... $LDB
h/t @david_katunaric 😘 https://t.co/VXxzDNHz0A
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AkhenOsiris
$AMZN
Amazon said on Wednesday it has launched its compute cluster project called Rainier, and added that artificial intelligence firm Anthropic will use more than a million chips of the infrastructure by the end of the year.
The tech giant had started Project Rainier last year to build an AI compute cluster spread across multiple data centers in the U.S. The computer incorporates nearly half-a-million of Amazon's in-house Trainium2 chips.
As AI models advance, cloud firms such as Amazon's Web Services are scaling up their data center plans to meet the growing need for massive compute capacity.
Anthropic, backed by Amazon, is using Project Rainier's compute cluster to build and deploy its AI model Claude. The AI firm will scale to use more than 1 million Trainium2 chips across Amazon's Web Services by the end of this year.
Rainier's compute power will also be used for future versions of Claude, Amazon said.
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$AMZN
Amazon said on Wednesday it has launched its compute cluster project called Rainier, and added that artificial intelligence firm Anthropic will use more than a million chips of the infrastructure by the end of the year.
The tech giant had started Project Rainier last year to build an AI compute cluster spread across multiple data centers in the U.S. The computer incorporates nearly half-a-million of Amazon's in-house Trainium2 chips.
As AI models advance, cloud firms such as Amazon's Web Services are scaling up their data center plans to meet the growing need for massive compute capacity.
Anthropic, backed by Amazon, is using Project Rainier's compute cluster to build and deploy its AI model Claude. The AI firm will scale to use more than 1 million Trainium2 chips across Amazon's Web Services by the end of this year.
Rainier's compute power will also be used for future versions of Claude, Amazon said.
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AkhenOsiris
$AMZN
Are they just teasing an AWS accel the day before earns?
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$AMZN
Are they just teasing an AWS accel the day before earns?
$AMZN
Amazon said on Wednesday it has launched its compute cluster project called Rainier, and added that artificial intelligence firm Anthropic will use more than a million chips of the infrastructure by the end of the year.
The tech giant had started Project Rainier last year to build an AI compute cluster spread across multiple data centers in the U.S. The computer incorporates nearly half-a-million of Amazon's in-house Trainium2 chips.
As AI models advance, cloud firms such as Amazon's Web Services are scaling up their data center plans to meet the growing need for massive compute capacity.
Anthropic, backed by Amazon, is using Project Rainier's compute cluster to build and deploy its AI model Claude. The AI firm will scale to use more than 1 million Trainium2 chips across Amazon's Web Services by the end of this year.
Rainier's compute power will also be used for future versions of Claude, Amazon said. tweet
AkhenOsiris
$AMZN
“They’re already running about 500,000 chips in Indiana today,” Garman said. “And in fact, it’s going so well that they’ve actually doubled down on that order.” Amazon expects the number to reach a million by the end of the year.
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$AMZN
“They’re already running about 500,000 chips in Indiana today,” Garman said. “And in fact, it’s going so well that they’ve actually doubled down on that order.” Amazon expects the number to reach a million by the end of the year.
$AMZN
Are they just teasing an AWS accel the day before earns? tweet