Source material behind every call on the tape.
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 …
Someone got the private key that signs Ostium's price oracle reports. with that key they pushed fake, future dated price data through ostium's automation system (a contract called PriceUpKeep, triggered by gelato) that made their trades look profitable when they …
https://preview.redd.it/6mpn699r7kdh1.png?width=2946&format=png&auto=webp&s=caf24de1395fe897d42ae563466b040a46d3e0ca https://preview.redd.it/ik42tnhu7kdh1.png?width=2946&format=png&auto=webp&s=49fe00a07cbf71df510ab42e566bc107e7d092ff LMK if you're interested in the full report and I'll share it
I’m working on a behavioural economics project about impulsive retail trading. The idea is a tool that does not recommend stocks, but asks traders to define their reason for entering, maximum acceptable loss, target and holding period before placing a …
We just dropped our Q2 Crypto Industry Report, above are some of the biggest things that defined Q2. Personally, the biggest event for me was the whole KelpDAO and LayerZero saga as it had such lasting effects on DeFi. What …