RT @MikeZaccardi: Capex at the expense of buyback growth?

RT @patrickc: Deep Research has written 6 reports so far today. It is indeed excellent. Congrats to the folks behind it.

RT @charliebilello: Incredible: Amazon's AWS revenue in 2024 ($108 billion) was higher than the revenue of 468 companies in the S&P 500. $A…

@nntaleb I am hardly an expert nor have a particularly sensitive palette , there are occasional very good $25 wines especially whites ones, but if you are willing to spend $200-$300 and rely on credible reviews you are guaranteed to have a fantastic wine

@deedydas Speaking from experience? 🤣

RT @MikeZaccardi: Here's a chart I'm watching this year: Russell 2000 unprofitable companies.. given 58% EPS growth expected Q4/Q4, we cou…

RT @AswathDamodaran: In my sixth data update for 2025, I move from macro topics (interest rates, risk premiums) to micro and look at why hu…

RT @wallstengine: $AMZN is on pace to surpass $WMT in quarterly revenue for the 1st time since 2012, generating more revenue last quarter t…

RT @ericwallerstein: for all the hand wringing about the hiring rate falling so much in December, this turned out to be the much more impor…

@BobEUnlimited Productivity is always the answer, between AI and labor shortages businesses can get creative. It’s going to be painful and nothing goes in straight line.

RT @TSOH_Investing: Meta has repurchased $129BN of stock in the past five years at an average price of $269. It is now trading at $704

RT @_Andrew_Stein:

RT @DannySauter: Just in: Caltrain ridership is up 41% compared to last year 🚆 ⚡Great reminder that when you make transit faster and more…

RT @BobEUnlimited: Short interest is dead.

@Aureliusltd28 What’s the source?

RT @jaminball: Summary of what stood out to me about the OpenAI Reddit AMA: - Sam more open about moving to open source - o3 full coming ou…

RT @karpathy: We have to take the LLMs to school. When you open any textbook, you'll see three major types of information: 1. Background…

RT @chetanp: This inference pricing based on hours of infrastructure used is extraordinary disruptive and a boon to AI application develope…

RT @byersblake: A few friends and I are going to fund a $400k research study on whether we can get a taste of this superpower for everyone.…

RT @business: Microsoft and OpenAI are investigating whether data output from OpenAI’s technology was obtained in an unauthorized manner by…