Offshore
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Brandon Beylo
RT @marketplunger1: How it feels investing in junior mining companies. https://t.co/QA8QoztUJH
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Offshore
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AkhenOsiris
Fackman shoulda just bought Spotify.
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AkhenOsiris
$AMZN

Mizuho at 20% for AWS per Jul 2nd note

3P providers in the 17-18% range

$AMZN BMO raises 2Q24 AWS growth rates to a Street high of 19% - Kaushik
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AkhenOsiris
$AMZN

Yipit goes to 19% y/y for AWS

H/T @heartbreakout

$AMZN

Mizuho at 20% for AWS per Jul 2nd note

3P providers in the 17-18% range
- AkhenOsiris
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Offshore
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Brandon Beylo
Bro, this is the most out-of-pocket headline I've read in a while.

"CFO dies due to cardiac arrest, stock jumps 9%."

💀💀💀 https://t.co/dmEQyoP8GF
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Did you know Old Dominion Freight Lines $ODFL is more than just a trucking company?

They're also a REAL ESTATE powerhouse, owning vast land parcels across the country, so as a long-term shareholder of $ODFL you benefit from the value of the land (inflation hedge) & competitive advantage emanating from land ownership, among other things.

And here's the thing: land assets are typically valued on a balance sheet at original purchase price, not current market value as this is an objective amount that can easily be audited, whereas market value is subjective and may be difficult to determine.
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#stocks #investing #logistics #RealEstate
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Offshore
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Brandon Beylo
What are the odds the Taliban IPOs their copper company via SPAC? https://t.co/ZleH9FwkoG
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AkhenOsiris
MSFT joins the megacap 10% correction off high...

AAPL very close (< $1)
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Offshore
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Brandon Beylo
NGL I kinda love this setup in copper right now.

• Bombed-out sentiment
• Overextended on the downside
• Found support at the 200D MA

Seems like a decent R/R trade with a stop below yesterday's lows.

#copper https://t.co/4Y030crLzt
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AkhenOsiris
$JPM

FT:

JPMorgan has given employees of its asset and wealth management division access to a large language model the bank is calling LLM Suite, according to an internal memo seen by the Financial Times.

Executives told staff LLM Suite can help them with writing, idea generation and summarising documents. “Think of LLM Suite as a research analyst that can offer information, solutions and advice on a topic,” the memo told employees. It was signed by Mary Erdoes, head of JPMorgan’s asset and wealth management business in the memo, Teresa Heitsenrether, the bank’s chief data and analytics officer, and Mike Urciuoli, the asset and wealth management unit’s chief information officer. They described it as a “ChatGPT-like product” that was to be used for “general purpose productivity” to complement its other apps that handle sensitive financial information called Connect Coach and SpectrumGPT.

JPMorgan started introducing LLM Suite to pockets of the bank earlier this year and about 50,000 employees, or roughly 15 per cent of its staff, now have access to it, said a person familiar with the matter. The company does not disclose how many research analysts it employs. The rollout, which has not previously been reported, is one of Wall Street’s largest use cases for an LLM, especially one that has been built in-house. Morgan Stanley has partnered with OpenAI to use products for its wealth management business.
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