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Source material behind every call on the tape.
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Some takeaways I have from the Q&A portion of the call: \- TSMC is unable to meet demand for leading edge nodes and invites competitors to prop up their customers (CSPs) dependence on said nodes for AI compute. Understanding their …
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**TL;DR: I bought 1000 USD of CI yesterday. Wanted to show my reasoning and checkbox exercise and see if appreciated.** **Base thesis** Longevity and potential pandemics are main socioeconomical effects to look for 2040. Both benefit the healthcare sector. **Stock …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options aren't your thing then just ignore the theme. Some helpful day to day links, including news: * …
OGGChain development update: Exploring blockchain data tools with CaveWatch We've been working on a new tool called CaveWatch as part of the OGGChain ecosystem and wanted to share what we're building. The goal is simple: make blockchain data easier to …