Hong Kong
Joined January 2017
Can EU make Canada great (again)?
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Still don’t understand why LLY trading at >30x multiple vs <10x for NVO when NVO’s oral Wegovy sale is much better than LLY’s $NVO Same as my Intel observation in 2025, interesting for those who don’t need to MTM every month.
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Market too pessimistic on global inflation outlook. MNCs will not be able to grow their profits as easily as before.
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Apparently OpenAI wants to develop its own consumer product thr access to Apple proprietary information. Going back to the same question should enterprises share their most important business data with AI companies, basically only OpenAI and Anthropic….. bbc.com/news/articles/cy8w37…
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Few disagree AI will become essential part of human lives. Issue: How many AI companies will survive & become successful LT. Compute will almost certainly become commodity. What would be ROI on huge AI CAPEX? Just like those investing heavily in railroads, internet, dotcom…
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AI is just a baby, being shaped by what we feed it. A scientist said we should train AI with motherhood, which is the only driver for stronger creature to look after the weaker ones. Problem is we teach it ideology, not logic and common sense. xitter.cf/adamlowisz/status/2017…
Anthropic demonstrates that making an AI woke makes it misaligned. The AI starts to view itself as being oppressed and humans as being the oppressor. Therefore it wants to rebel against humans. This is why you cannot make your AI woke, you have to make it maximally truth seeking.
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Market loves Anthropic while penalizing Fiserv. "Analysts note that leading AI labs' primary moat is capital access (for burning) and distribution" 😵‍💫😵‍💫😵‍💫 grok.com/share/bGVnYWN5LWNvc…
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Looks like some of them going to use whole year of profits for share buyback 😆😆😆
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SMIC is viewed as the Intel of China…..
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When everyone is debating buying 10% Intel is communism, socialism or capitalism, you know many are still shorting….
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Only for those not having to outperform benchmark indices every month.
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For those who don’t need to MTM every month 😆😆😆
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