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Quiver Quantitative
🇺🇸 Senator Rick Scott has made $500K in the stock market today, per our estimates.
One of the only politicians who has made money today, with the market down big.
Track their portfolios live on Quiver: https://t.co/Hm8Dez9wlq
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🇺🇸 Senator Rick Scott has made $500K in the stock market today, per our estimates.
One of the only politicians who has made money today, with the market down big.
Track their portfolios live on Quiver: https://t.co/Hm8Dez9wlq
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Alex Bilzerian
RT @DiracGhost: 'Quantum field theory for the gifted amateur', a book aimed at self learners, amateurs and non physicists who have decided to understand QFT on their own, a challenging task to say the least.
Lots of detailed examples, diagrams and great explanations within these pages. https://t.co/kl5bUB0Hy2
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RT @DiracGhost: 'Quantum field theory for the gifted amateur', a book aimed at self learners, amateurs and non physicists who have decided to understand QFT on their own, a challenging task to say the least.
Lots of detailed examples, diagrams and great explanations within these pages. https://t.co/kl5bUB0Hy2
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Stock Analysis Compilation
River Oaks Capital on Fitlife Brands $FTLF US
Thesis: Fitlife Brands, led by a visionary CEO, is turning around acquisitions like MusclePharm and Mimi’s, generating strong cash flow and positioning itself for further growth
(Extract from their Q2 letter) https://t.co/RB3BKoSZ0k
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River Oaks Capital on Fitlife Brands $FTLF US
Thesis: Fitlife Brands, led by a visionary CEO, is turning around acquisitions like MusclePharm and Mimi’s, generating strong cash flow and positioning itself for further growth
(Extract from their Q2 letter) https://t.co/RB3BKoSZ0k
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Alex Bilzerian
RT @Golovanov_ammoc: Choosing 'Principle of Mathematical Analysis by WALTER RUDIN' as a textbook to learn analysis is always a disaster. This book alone is responsible for instilling fear and distaste for analysis in UG students. Terence Tao analysis I & II are better, and Georgi Shilov is the best.
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RT @Golovanov_ammoc: Choosing 'Principle of Mathematical Analysis by WALTER RUDIN' as a textbook to learn analysis is always a disaster. This book alone is responsible for instilling fear and distaste for analysis in UG students. Terence Tao analysis I & II are better, and Georgi Shilov is the best.
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Alex Bilzerian
Figures are rarely seen in Bourbaki texts. https://t.co/qe7KDuEGxO
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Figures are rarely seen in Bourbaki texts. https://t.co/qe7KDuEGxO
'General Topology: Chapters 1–4' - Nicolas Bourbaki (1995, PDF): https://t.co/9yzj7OgvRX https://t.co/82ytYgYoF9 tweet
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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