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Fiscal.ai
RT @TheTranscript_: Alphabet CFO: "Cloud operating income was $5.3B, more than doubling year over year. And operating margin increased from 17.5% in the fourth quarter of last year to 30.1%." $GOOG $GOOGL https://t.co/jTAy9pSJD8
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RT @TheTranscript_: Alphabet CFO: "Cloud operating income was $5.3B, more than doubling year over year. And operating margin increased from 17.5% in the fourth quarter of last year to 30.1%." $GOOG $GOOGL https://t.co/jTAy9pSJD8
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Lumida Wealth Management
Anthropic is running Super Bowl ads mocking OpenAI for putting ads in ChatGPT.
30 seconds of airtime costs over $8 million.
They're spending that much just to say "we won't do what they're doing." https://t.co/nr6H15NT8a
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Anthropic is running Super Bowl ads mocking OpenAI for putting ads in ChatGPT.
30 seconds of airtime costs over $8 million.
They're spending that much just to say "we won't do what they're doing." https://t.co/nr6H15NT8a
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Offshore
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Moon Dev
instead of getting liquidated
my bots do the liquidating
cant believe i show this on stream https://t.co/UkKcBFPoGA
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instead of getting liquidated
my bots do the liquidating
cant believe i show this on stream https://t.co/UkKcBFPoGA
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Offshore
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Benjamin Hernandez😎
The "Hyper-Growth" Recommendation
Recommendation: $SITM ~$413.14
Post-acquisition, SiTime will serve all top ten cloud hyperscalers. This is no longer a small-cap experiment.
One-line why: Catching the 800V server transition early is the key to 2026 semiconductor alpha. https://t.co/VuBzUA7Oh6
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The "Hyper-Growth" Recommendation
Recommendation: $SITM ~$413.14
Post-acquisition, SiTime will serve all top ten cloud hyperscalers. This is no longer a small-cap experiment.
One-line why: Catching the 800V server transition early is the key to 2026 semiconductor alpha. https://t.co/VuBzUA7Oh6
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Fiscal.ai
Hershey has increased its prices by ~5% a year since 2019.
Why wouldn't this continue?
$HSY https://t.co/Op17AZ6Kre
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Hershey has increased its prices by ~5% a year since 2019.
Why wouldn't this continue?
$HSY https://t.co/Op17AZ6Kre
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DAIR.AI
RT @omarsar0: Increasingly, I think the most important thing about papers like this Gemini science collaboration study isn't the results themselves.
It's how researchers actually worked with the model, iterating, correcting, and guiding it through tough problems. We still don't have good norms for reporting this kind of collaboration, and I think that matters more than people realize.
This work documents how researchers prompted the model, how many back-and-forth rounds it took, and what happens when the model gets stuck, and they have to decompose the problem differently. It's all new territory.
If these collaboration techniques become standard practice (iterative refinement, using AI to stress-test your own reasoning, and having it generate counterexamples), then the gap between labs that train researchers in AI collaboration and those that don't will compound fast.
Nonetheless, this is a fascinating read. Highly recommend it to everyone.
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RT @omarsar0: Increasingly, I think the most important thing about papers like this Gemini science collaboration study isn't the results themselves.
It's how researchers actually worked with the model, iterating, correcting, and guiding it through tough problems. We still don't have good norms for reporting this kind of collaboration, and I think that matters more than people realize.
This work documents how researchers prompted the model, how many back-and-forth rounds it took, and what happens when the model gets stuck, and they have to decompose the problem differently. It's all new territory.
If these collaboration techniques become standard practice (iterative refinement, using AI to stress-test your own reasoning, and having it generate counterexamples), then the gap between labs that train researchers in AI collaboration and those that don't will compound fast.
Nonetheless, this is a fascinating read. Highly recommend it to everyone.
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Moon Dev
there is no other trader in the world that has this liquidation data
and i dropped it to the zoom chat
not only am i competing to make all other traders and quant homeless
im giving my team access to everything i have and know
private zooms only https://t.co/gto4BiWbCk
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there is no other trader in the world that has this liquidation data
and i dropped it to the zoom chat
not only am i competing to make all other traders and quant homeless
im giving my team access to everything i have and know
private zooms only https://t.co/gto4BiWbCk
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Brady Long
Serious question:
Why are we still chatting with AI instead of managing it?
The real shift is becoming the manager of an AI army that executes complex work for you.
That future is closer than people think.
Secure your spot on the waitlist ↓
@Spine_AI #SpineAI #SwarmIntelligence
https://t.co/ZyoR9MavSy
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Serious question:
Why are we still chatting with AI instead of managing it?
The real shift is becoming the manager of an AI army that executes complex work for you.
That future is closer than people think.
Secure your spot on the waitlist ↓
@Spine_AI #SpineAI #SwarmIntelligence
https://t.co/ZyoR9MavSy
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Javier Blas
Glencore and Rio Tinto have now tried to merge five times -- starting with a first attempt in 2008. All of them have failed on valuation.
My understanding is this time the valuation gap was in the $10 billion rage (with Glencore demanding a higher premium to cede control).
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Glencore and Rio Tinto have now tried to merge five times -- starting with a first attempt in 2008. All of them have failed on valuation.
My understanding is this time the valuation gap was in the $10 billion rage (with Glencore demanding a higher premium to cede control).
BREAKING: Glencore and Rio Tinto end merger talks. tweet
X (formerly Twitter)
Javier Blas (@JavierBlas) on X
BREAKING: Glencore and Rio Tinto end merger talks.