Posts
Anthropic and OpenAI don't have any secret sauce.
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 to Fable. We used to think that Chinese models were …
Wash Sale selling a Municipal Fund
If you sell a national municipal bond mutual fund and immediately buy a single-state municipal bond fund, would that be considered a wash sale? The two funds have different expense ratios, different portfolio managers. They also have materially different risk profiles: * The national fund spreads credit risk across many …
Moderate to advanced books?
I would love to hear some of your recommendations on books that you felt really helped you gain a more advanced understanding of investing. Ive been actively investing for a few years now and am comfortable with the fundamentals of the stock market and how markets function in general, but …
Thoughts on auto-callable basket type instruments with downside protection?
I generally try not to stray too far from just "VOO and chill" but our bank guy was pitching us an instrument that actually seemed interesting. Basically its something like this: * Basket of predetermined stocks, like 25-30 blue chips * 3 year maturity * 1 year auto-callable at 23% …
Trump Media Sells Faster Access to Trump's Posts for Wall Street Traders
Is this legal or how SEC will handle this? [https://cryip.co/trump-media-unveils-truth-api-for-wall-street-as-trumps-truth-social-posts-move-markets/](https://cryip.co/trump-media-unveils-truth-api-for-wall-street-as-trumps-truth-social-posts-move-markets/)
CAPRICOR AdComm - Upside - Short Interest - Long Thesis
Last time I posted about CAPRICOR, it was at $5.50/share, now trading at $19. It has a 50% haircut from it's ATH from the last short-squeeze in November upon positive readout. Here we are again, sure, a higher entry point, but even more upside in less than 30 days. $CAPR …
Battery manufacturing had more revenue than the entirety of AI in 2025
Doing a comparison here - the largest battery maker CATL - brought in 60 billion of revenue in 2025. Pure AI end service revenue (meaning not the intermediate pick and shovel people, only pure AI end product subscription revenue) was estimated to be (because tech refuses to line item it …
Jeff reports tonight, down 42% from highs. bar is so low it’s almost underground
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