1 year ago I posted the below message on /Wallstreetbets and got banned because their moderator is a fucking moron. NETLIST (NLST) was trading at $0.72/share. I own 420,000 shares long! Fast forward a year and they are a profitable …
I am tired of hearing about AI and its limited application as a LLM like ChatGPT. The next $10T opportunity is not SpaceX, it’s female sexbot . Yes, a sexbot with the exact voice and even muscular motions with different …
I've been talking to my daughter about investing and we set up an E-Trade account for her. We put in some money and bought a share of SPY and it's done well. We've talked about her putting more money in …
**"A single dose of Lilly's PCSK9 base editor, VERVE-102, reduced PCSK9 by up to 88% and LDL-C by up to 62%, with durable effects supporting its potential as a one-time treatment for hypercholesterolemia"** [https://investor.lilly.com/news-releases/news-release-details/single-dose-lillys-pcsk9-base-editor-verve-102-reduced-pcsk9-88](https://investor.lilly.com/news-releases/news-release-details/single-dose-lillys-pcsk9-base-editor-verve-102-reduced-pcsk9-88) Forget the stock price, the implications …
Mountain Pass | government backed asymetric play on critical mineral independence. basically a domestic monopoly. only rare earth mining site in north america. critical for breaking the 70% china monopoly on rare earth. sitting right in the middle of the …
Currently trading at a discount compared to its peers. forward p/e trading on the lower end compared to peers. currently testing support. good asymmetric risk trade. as mentioned. they pay 2.8% dividends. good hedge against risk off regime. recession proof …
I;m thinking about switching the S&P part of my pro-folio to equal weight. I had ChatGpt run the numbers and was surprised. $10,000 investment Years 100% S&P 500/ 50/50 Blend/ 100% Equal Weight 10 Years \~$28k \~$30k \~$34k 20 Years …
One distinction I think is getting lost in the [Cerebras hype cycle](https://finance.yahoo.com/sectors/technology/articles/cerebras-challenges-nvidia-chip-dominance-040100169.html?guccounter=1) is that Cerebras is primarily an LLM / generative AI infrastructure story, not a universal “all AI” chip story. That is not necessarily a criticism of Cerebras. Their …
Been tracking the market pretty closely this year and honestly semi-stock is doing something I haven't really seen in a while. It's not just that chip stocks are up, it's that they're up in a way that makes everything else …
As LLMs have practically exhausted all publicly available data, finding creative and insightful training data becomes a bottleneck for progress. The issue with social media data like X is that it's biased by so-called influencers which the LLM (Grok) places …