⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative @VernBuchanan has introduced legislation to make daylight savings time permanent.

Follow here for updates. https://t.co/YuYewvKbQt
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⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative @laurenboebert has introduced legislation to abolish the ATF.

Follow here for updates. https://t.co/qc694YeJrn
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⁠Investing visuals
NVIDIA is inches away from being the most valuable company in the world.

Here's the company at a glance👇 https://t.co/3g2kb52w9A
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⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: @RepAndyBiggsAZ just introduced legislation to allow NASA to establish a research center for deep space and interplanetary research.

Follow here for updates. https://t.co/i2MUWh9n3g
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AkhenOsiris
If even Emirates Bank is seeing the fruits, AI is so fucking on like donkey kong.

Jokes aside, been hearing similar anecdotal stories from non-tech and definitely not tech-savvy companies. Maybe 2025 is an inflection year of sorts.

Third-party contact works in digital transformation at Emirates Bank.

GenAI deployment going very well for them across a number of functional areas. The efficiency gains are definitely there.

Seems like 1) all this new Gen AI functionality mostly gets deployed across $AMZN, $MSFT and $GOOGL, and 2) Gen AI functionality boosting cost efficiency more than revenue for companies so maybe economic impact is more on margins.

Highlights
-Centralized team understands business requirements and deploys GenAI against it

-Vast majority of development on $MSFT Azure / OpenAI. Using infra deployed locally.

-In HR, mainly using AI to screen thousands of job applications per open role. Ranks candidates along w/ description. Have had good success here and have hired candidates that were top-ranked by AI.

-Use AI to help HR write job descriptions

-Use AI to help onboard new customers. Have to run names through various checklists and lots of little things can go wrong as many people share names. Keep a human in loop for exceptions.

-Use AI when screening new customers to see if any negative media or involvement that warrants attention.

-Use AI to help with regulation. AI digests new regulatory articles that are lengthy / nuanced, summarizes changes, and then reviews all existing contracts to see which ones may need to be amended. Also important that AI can translate different languages so can not only read regulation in Arabic but also see what changes to contracts in English are required.

-Use AI in contact center to help agents. AI can provide proposed solutions which is helpful for agents running into a new issue. AI also very helpful because have customers from Russia / China / etc. and might need agent to be able to read their statement to resolve issues. AI can translate all this.

-There is demand for local AI models bc Arabic has multiple dialects.

-Don’t fine-tune models but do have to put in place a lot of guardrails to reduce hallucination. - TechStockFundamentals
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⁠Quiver Quantitative
Intapp stock has now risen 101% since Representative Josh Gottheimer's purchase in April.

He is the only member of Congress who we have ever seen trade $INTA. https://t.co/Ld3hNE3MPy
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⁠Stock Analysis Compilation
Polen Capital on Exlservice $EXLS US

Thesis: Exlservice is leading the charge in data transformation with 95% renewal rates and strong AI partnerships—discover why this overlooked tech player is a must-watch

(Extract from their Q3 letter) https://t.co/d0Pltn6pQV
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⁠Dimitry Nakhla | Babylon Capital®
A snapshot view of $BKNG & $ABNB ✈️

$BKNG NTM P/E: 24.13x
$ABNB NTM P/E: 33.05x

$BKNG 3-Year EPS CAGR*: 17.02%
$ABNB 3-Year EPS CAGR*: 19.91%

Is $ABNB 37% valuation premium over $BKNG justified? … 💬

*Forecasted EPS Growth 2025-2028 📊 https://t.co/RPZoGEofXL
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