Source material behind every call on the tape.
I built a small simulator to stress-test the unit economics of AI inference. The question I wanted to isolate is simple: under what assumptions does frontier AI inference become profitable enough to justify the current capex cycle? My current read …
India just denied entry into their market, as does many countries because of two really big problems. countries like to control their citizens access to the internet; having access to sky internet overrides years of fibre installation and shortcuts years …
Elon Musk's SpaceX (SPCX.O), opens new tab has drawn more than $250 billion of investor demand for what stands to be the largest-ever IPO, said people familiar with the matter on Tuesday, dwarfing the $75 billion the firm is seeking …
TMC's internal crisis deepened as MP Sushmita Dev resigned from the Rajya Sabha, becoming the second to do so this month. With 58 of its 80 MLAs already rebelling in the West Bengal Assembly, questions are mounting about Mamata Banerjee's …
how to read datas: are ETF sectors. Rotation is 5days vs 1 Months. Sentiment is last 1 day.
Anyone here invested in the rSpax vehicle from republic? I remember seeing the rSpax offering a few months ago and passing it by thinking the structure was too complex. Just curious to hear from someone who invested and what you're …
The projected valuation in pre-IPO futures has already dropped by around $300B, from above $2.3T in late May to roughly $2T now. That’s a pretty big sentiment shift before the thing even lists. The official IPO talk is still insane. …
Investors remain concentrated in the same crowded themes such as AI, mega-cap technology, and space. While many of the businesses in these categories are exceptional and have potential, their popularity has driven valuations to elevated levels, with many now appearing …