◢ Re-poster
312 පෝස්ටු
◢ Re-poster
“Only a fool trips on what’s behind them.” — Iceberg Slim ◢ Founder, CEO, Asymmetric Financial & Asymmetric Information
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10 හඹා යන්නන්
2 කැමති විය
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සියල්ල
වීඩියෝ
"Raise Guidance" mentions ripping
Hey @grok find anyone building actual software factories with Grok Bot, @cursor_ai and @github (or Origin).
Yield curve flattening again after the cash open in equities.
@FirehawkAero today announced the successful live-fire test of Hydra-70 rockets built in their Crawford, MS facility, achieving a 100% success rate.
“After Stanley Druckenmiller’s recent op-ed, Bessent said he spoke with him and believes Druckenmiller lost money that day.”
Savage.
Savage.
TSMC: Silicon photonics mainstream for optical transceivers; market share could exceed 50% by 2027
TSMC VP of advanced packaging technology Xu Guojin said optical-transceiver architectures are undergoing a structural shift and silicon photonics has become the mainstream. He expects silicon photonics could exceed 50% market share by 2027, will ultimately take the form of co-packaged optics (CPO), and some vendors will begin volume production in H2 this year.
@neurophos coded
TSMC VP of advanced packaging technology Xu Guojin said optical-transceiver architectures are undergoing a structural shift and silicon photonics has become the mainstream. He expects silicon photonics could exceed 50% market share by 2027, will ultimately take the form of co-packaged optics (CPO), and some vendors will begin volume production in H2 this year.
@neurophos coded
These railroads and their CAPEX sure was a terrible idea...
@link @grok bot I discovered an interesting anti-pattern/bug when trying to pay.
1. Chief of Staff bot gets prompted to go and buy something.
2. CoS delegates to Personal Shopper bot.
3. PS bot finds item and attempts to buy with @link approval needed.
4. PS creates the Approval Card within its thread.
5. CoS then propagates the Approval Card up into its thread.
6. I approve but it doesn't work.
7. I go into the PS thread and approve and it works.
1. Chief of Staff bot gets prompted to go and buy something.
2. CoS delegates to Personal Shopper bot.
3. PS bot finds item and attempts to buy with @link approval needed.
4. PS creates the Approval Card within its thread.
5. CoS then propagates the Approval Card up into its thread.
6. I approve but it doesn't work.
7. I go into the PS thread and approve and it works.
@TheIshanGoswami I DM’d you
@ExaAILabs your integration into @grok bot is constantly broken and has been from day 1. Where can I file a bug?
This massive gap won't last.
Long correlation.
Short dispersion.
Long correlation.
Short dispersion.
Another reason I like be contrarian here long $TLT (call spreads)
𝚌𝚘𝚛𝚎𝚜𝚙𝚘𝚝𝚕𝚒𝚐𝚑𝚝𝚍
The worst or the worst of all time service on a Mac?
The worst or the worst of all time service on a Mac?
When everyone is crying about higher yields, I take the other side of the trade.
4 week Treasury Portfolio Manager positioning has been underweight since May and just turned neutral this past week.
Bottom?
$TLT
4 week Treasury Portfolio Manager positioning has been underweight since May and just turned neutral this past week.
Bottom?
$TLT
Net leverage and market value both in the bottom 1 percentile over the past 1 year according to @GoldmanSachs
These are not top signals.
These are not top signals.
Markets rarely top with net this low
"In my search, I was only able to find one company that has built an optical “transistor” that is small enough to really solve this problem: @neurophos, based in Austin, Texas."
-- Nigel Toon
https://www.neurophos.com/nigel-toon-optical-compute
-- Nigel Toon
https://www.neurophos.com/nigel-toon-optical-compute
තවත් අන්තර්ගතයන් ගවේෂණය කිරීමට ඇතුල් වන්න