⁠Startup Archive
Jensen Huang on Elon Musk and xAI building the fastest supercomputer on the planet in 19 days

“From the moment of concept to building a massive factory, liquid-cooled, energized, permitted, in the short time that was done. That is superhuman. And as far as I know, there’s only one person in the world who could do that.”

Jensen puts the 19 days that it took xAI to build their supercomputer in Memphis into perspective:

“What they achieved is singular. It’s never been done before. Just to put it in perspective: 100,000 GPUs is easily the fastest supercomputer on the planet as one cluster. It’s a supercomputer that would take normally three years to plan, then they deliver the equipment, then it takes one year to get it all working.”

In other words, this should’ve taken at least four years, but Elon and the xAI team were able to do it in just 19 days.

Video source: @BG2Pod (2024)
tweet

⁠App Economy Insights
🏦 US Banks Earnings Visualized

Dive into the details ⬇️
https://t.co/LMbCgCbsSW

🏆 $JPM Surprise Outlook
🇺🇸 $BAC Global Markets Accelerate
🏢 $WFC Fees Offset NII Pressure
👔 $MS Wealth Unit Rebounds
📈 $GS Pent-up Demand
💹 $SCHW Turning Point
🔄 $C Turnaround in Progress https://t.co/Rc0I29l0v8
tweet

⁠Ahmad Jivraj
Joel Greenblatt, Columbia Business School prof returned 40% per year for over a decade.

On the first day of class, he told his students: "I am going to teach you how to take advantage of the stock market"

How you ask? Do good valuation work. And be willing to wait 2-3 years. https://t.co/o4FrZSJywJ
tweet

⁠Capital Employed
RT @capitalemployed: 46 Top Stock Pitches (1st-15th October)💡

This is the biggest and most epic one we have published yet.

46 interesting ‘fresh-off-the-press’ stock pitches for subscribers to work through!

https://t.co/Z8N7AKZNvy https://t.co/RFrYVcoxVK
tweet

⁠Stock Analysis Compilation
Alphyn Capital Management on Brookfield Corp $BN US

Thesis: Brookfield is positioned for strong growth, with its ambitious strategy targeting a 17% annual earnings increase and expanding wealth management assets, led by new leadership

(Extract from their Q3 letter) https://t.co/V4TThZhC4q
tweet

⁠Value Spotlight (Andrew Sather)
(Tutorial) Tricky, tricky Operating Leases and their impact to Invested Capital and ROIC

$MSFT https://t.co/yQPz9cnb8B
tweet

⁠Librarian Capital
Achievement unlocked:

"Blocking the Panama Canal" (@thepanamacanal)

Block enough of Twitter's ads so that they have nothing in their inventory to show you except ads from the Panama Canal, and then blocking that one too https://t.co/MrMgk4lGcF
tweet

⁠Stock Analysis Compilation
Hedge funds' best ideas #14 is in your inbox 🔥
(link below)

Bonhoeffer Fund / Clearbridge / Diamond Hill / Praetorian Capital / Silver Ring Value Partners / Voss Capital https://t.co/D3tMa8uIZU
tweet

⁠Librarian Capital
"Ryanair warns of fewer flights next summer due to Boeing aircraft delays" (FT)

"Delays in receiving planes ... have exacerbated a global shortage of new aircraft"

"Many airlines are flying older and less efficient aircraft for longer"

This can be good for $RTX aftermarket

Ryanair warns of fewer flights next summer due to Boeing aircraft delays https://t.co/Yxr2c1TbOh - Financial Times
tweet

⁠Quiver Quantitative
🚨 UPDATE: We posted this report last month.

$HL has now risen 37% since the trade.

It's up another 3% today. https://t.co/B0FR0oWCUR
tweet