With the release of Kimi K3 today, Chinese models are now within striking distance of the best of the US frontier models. I've seen several benchmarks that show K3 at about Opus 4.8/GPT-5.5 level, some even putting it very close …
Been tracking $AMD pretty closely and finally locked in a trade worth posting about. The moomoo community had some solid discussion around the entry timing on this one, and the P/L screenshot tells most of the story. AMD has been …
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So I got this Yesterday paid $0.09 for the first 6 then started DCA it as it kept dropping. It became rather confusing because the bid price to sell and then the asking price were just out there. But I …
So, thinking about what has led to the success of these companies is a brilliant business innovation. Selling to enterprise is hard; mature businesses are bureaucratic and slow, and don't like unnecessary risk. Selling to startups is also hard, except …
What happened, volume is zero, soxs going up, my calls for November are going down????
https://preview.redd.it/lfnx9du5apdh1.png?width=1430&format=png&auto=webp&s=7ecfdd9335723191647ae3b9d4a0a3e85183d5be There's a lot of talk in the Lounge right now, about how activity has fallen off of a cliff. Just two months ago, the average daily volume was about 1.3k comments. Now, we're averaging below 500. Why? The market's …
[https://www.youtube.com/shorts/24Vhsf6S\_pE](https://www.youtube.com/shorts/24Vhsf6S_pE) Howard Marks talking about JPM study showing every time you buy S&P with P/E of 23, your 10 years returns (no exceptions) were between 2% and -2%. What is the takeaway for those of you people (I’m not one …
19 hours ago Kimi K3 was released and that news seems to be having an impact on the 5% slide in semiconductor companies. NVDA, AMD, AVGO, are all down 5% and TSM down 2.3%. TSM being down is important because …