As the title says, I'm not sure I grasp assignment risk. Since I started actively trading a few years ago, I've spent 90% of my time with futures and cash settled indices (SPX, NDX, RUT) with the remainder of positions …
I have historically had a hard time selling and held through bad corrections. Of course, now I’m on the other side, selling too early. Time might prove me right or less wrong, but my question for the group is whether …
(Reuters) - Noam Shazeer, a vice president of engineering at Google and co-lead of its Gemini artificial intelligence models, said on Wednesday that he will leave the company to join IPO-bound ChatGPT maker OpenAI. Shazeer's move comes as leading AI …
The IGV ETF sector is down at levels not seen before. Adobe beat expectations and is still getting punished. Salesforce stock has fallen consistently every single day for the past couple of weeks. A Goldman Sachs analyst downgraded Intuit. I …
I have a bad habit of digressing. I think it'll take several posts to put down all the thoughts in my head right now. So I'll try my best to contain myself in this post. Check out my post history …
Hear me out. Everyone is chasing the obvious AI plays like chips, cooling, and the hyperscalers themselves, but the biggest bottleneck right now is not compute. It is actual electricity. Data center power demand is going parabolic, the grid literally …
I was heavily invested at Intel at $20/$30 when everyone said it was a dying company, and make a very good profit. Now I believe Intel is highly risky at these prices, so looking at my next investment. I have …
I just read an article from the WSJ that in Asia from cab drivers to everyday investors people are pouring a lot into AI-related stocks these days. The most notable ones are companies like TSMC, SK Hynix, and Samsung. The …
They have the talent, legacy IP and now AI has come along and made creating software very cheap. Not to mention the scarcity value of being one of the few publicly traded gaming companies. GTA VI should be the most …