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- Total posts
- 508
- Total predictions
- 233
- Success rate
- 0.0%
- Avg score
- -1.00
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The AI model race is getting more crowded but the AI trade is still on
I initially thought the capital intensity of frontier AI development meant that it's impossible to catch up with AI labs. But with a bunch of near-frontier model releases recently (some from China), the market is no longer an Anthropic / …
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CNBC's full interview with Berkshire Hathaway Chairman Warren Buffett - MSN
[https://www.msn.com/en-us/money/other/watch-cnbc-s-full-interview-with-berkshire-hathaway-chairman-warren-buffett/vi-AA27Y4cj?ocid=socialshare](https://www.msn.com/en-us/money/other/watch-cnbc-s-full-interview-with-berkshire-hathaway-chairman-warren-buffett/vi-AA27Y4cj?ocid=socialshare) For anyone interested, it's about an hour long. It covers his charitable contributions, Bill Gates, what happens to his remaining shares, the investment in Alphabet/Google, etc. At the end, he shared that he recently broke his leg. That made …
SELL
AAPL is overvalued
That about sums it up. AAPL has no business trading at this multiple in my opinion.
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Buffett bought the Google position
source: https://www.youtube.com/watch?v=vaHbb3-tHQA Dude is one of us. FOMO'd in at ATH. I'm kidding but I geniunely thought this was Abel
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TARG
Talk about Paypal takeover offer here
Stripe and private equity firm Advent have made a joint bid for Paypal. The shares are trading at $56 in the pre market. I do not see any specific terms for this deal - all cash or cash/stock blend. Stock …
Target$65.00
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Your opinion on Peter Lynch.
I have read the following investment books in total: \- Intelligent Investor, \- Essays by Warren Buffet \- Peter Lynch, One up on Wall Street. I liked Peter's approach, enjoyed the book immensely, but I found it really difficult to …
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THE 510 COMPANIES BUILDING AI — FROM THE MINE TO THE MODEL - The most comprehensive list I have seen
Credit to twitter - [https://x.com/thebuildout\_co](https://x.com/thebuildout_co) Most of the lists are stopping at Layer 1 the big guys, but the real value lives in really going much much deeper. The big names might give us 1.2-1.5x, but there are some small …
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Barratt Redrow FY26 Pre Close - UK housebuilding is hard
Our hypothesis on UK housebuilders has been there the industry is fundamentally unhealthy - building homes costs too much relative to the price people want to buy. Today's FY26 "pre-close" statement from Barratt Redrow illustrates his point. **Barratt Redrow on …
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