You can tell who is long semis/neocloud based on their reaction to this post.
Me, I’m long a few pennies in software 🤗
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.
Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.
You can read the full post here: darioamodei.com/post/we-must…
That’s why Kamala Harris kicked your ass at the debate.
He’s like a whipped dog, too scared to face her again.
Donald Trump: “I think I'm a very bright person– a lot of people say that. I don’t think she [VP Harris] is a very bright person.”🤡
(Actual smart people don’t ever feel the need to say that they’re smart.)
xitter.cf/Ronxyz00/status/184042…
OK, renew Lina Khan’s contract
FTC Chair Lina Khan shows Lesley Stahl an asthma inhaler that costs dollars in Europe but hundreds in the U.S. She says drugmakers register patents on inhaler parts like the cap-strap to keep low-cost generics off the market. cbsn.ws/3zuONT2
Based Stern
Howard Stern: “I don’t agree with Trump politically, I don’t think he should be anywhere near the White House. I don’t hate the guy. I hate the people who vote for him. I think they’re stupid. I do. I’ll be honest with you, I have no respect for you.” variety.com/2024/digital/new…
All the time? literally no one cared about $nvda a year ago.
📈 $NVDA does this alllllll... the time!
The stock seems to have lost steam and everyone is looking for NVDA to go down to 70 and the best I saw till date was the game fill at 33. 😂 Good Luck with that!
People calling this non sense should understand the concept of what is called distribution of wealth among the wealthy.
Anyway, Can NVDA drop down this week. Probably lower 90s. But my PT on this is to go back over 140 again. $SMH currently is in one of the worst seasonality periods and is definitely not the one that is in favor, but fear is when I love to add.
PT: 140
