Overheard at a conference: Recruiters at AI labs are changing their hiring plans for entry-level employees, because they believe "junior staff are basically AI-replaceable now."
The Nebius Boys Are Trying to Speedrun the Entire AI Cloud Industry—Will It Work? ($NBIS)
What's the play for Monday morning?
Ozempic shortage ends, $HIMS down 20%
S&P 500 Leveraged
Is Someone Manipulating MRNA Stock Every Morning? At exactly 9:30 AM, the stock dropped from $36.18 to $34.66 after selling just 2,236 shares, causing a 3.93% decline. This same pattern repeats every morning, with around 13,000 shares being sold within 5~10 minutes, driving the price lower.
Anyone know what watch is this? model? reference?
Yesterday’s DD, today’s gains
Original Research: When Does Apple Become a Buy? Or “How Makeup Really Can Make You the Prettiest Girl in the Room”
Open source your investments
My Husband Wants to Start a Startup in a Few Months –I'm pretty worried. What should I expect? I will not promote
How Momentum Improves Risk Parity Portfolios
Protoclone, the world's first bipedal, musculoskeletal android.
BB will have, if not same, at least 50% of the valuation of Palantir
Is FTAI a Goldmine or Fraud? A Special Situation With Hedge Fund Action
This sector you've never touched is a 10-bagger. [DD]
BlackBerry: A Legacy Stock That’s Going To Get Re-Rated And Run
Sold NVDA and WMT to go all in on BlackBerry (BB)
Love NBIS @ 30$ : At $50, end of the day, it's competing with hyper scalers.
Is Rivian Automotive (RIVN) the Best EV Stock to Buy for the Long Term?
$PEP PepsiCo going for 3 red years in a row for the first time since inception. Signs of recession or people getting healthier?
Altman says Deepseek's R1 model is impressive
LG B4 77" OLED vs Samsung QN85D 85" Mini-LED
Discussion - Avoid Baidu ($BIDU): "Don't Get Tricked By China's AOL"; OR Why Its “Global AI” Hype Falls Flat