Briefing. Why AI Could Mean the End of the Marketplace Model, Meta's Paranoid "Vibe", Coupang's D...
The US Government shutdown delays September jobs report, but markets climb with limited economic consequences, as investors focus on interest...
179 Views
Briefing. Oracle Outshines, OpenAI's $300bn Commitment, Largest Negative Labor Market Revision Si...
Bureau of Labor Statistics slashed nearly 1 million jobs, cooling labor market and moderating inflation data will be focus at next week's FOMC...
223 Views
Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more
Overall, Nvidia is experiencing strong performance in the AI market, particularly in the area of inference, but faces competition and challenges in...
3.5k Views
LLM Quant Revolution: From ChatGPT to Wall Street | The New Barbarians - AI Agent Deep Dive #003
Researchers are examining biases in models and using AI for financial analysis, emphasizing the need for human judgment in investing alongside...
241 Views
Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian
The author discusses the potential downfall of Nvidia due to competition in custom silicon, margin pressure, and market timing, highlighting the...
416 Views