🚨 $GOOGLhas just introduced a new technology called TurboQuant
🟢 What exactly is it?
TurboQuant is a language LLM model from Google that aims to solve a technical problem: huge demands on memory usage and speed.
When you communicate with an AI (e.g., via ChatGPT or Gemini), the model needs to "remember" the context of the entire conversation. This "memory" is stored in the so... Read more
Portfolio Spotlight: Adding Rolls-Royce ( $RR.L ) to the portfolio
Yesterday I opened a new position in Rolls‑Royce Holdings. I had this stock on my watchlist for some time with a planned entry at 1170 GBP, which has now been reached. I entered with a position size of 1% of the portfolio and have set a target price of 1380 GBP.
(As usual, I wanted to include the company’s... Read more
It’s a quality company and I really like the business, but the issue is the price. Aren’t you concerned about buying the stock after such a big run‑up and at that level?
Micron Technology $MU: A Quiet Advantage the Market Overlooks
While Wall Street is selling MU after record results, the geopolitical crisis in the Persian Gulf is quietly rewriting the rules of the memory market for the next 5 years.
After days of searching for a bottom, it looks like the company might finally be reversing the trend. On paper this company has a good chance to grow, but we’ll see what reality brings.
Do you have this stock in your portfolio as well? Did you buy more in the last few days (during the biggest drop)?
Do you think SOFI is actually manipulating its accounting, or is Muddy Waters Research trying to profit from a drop in the stock?
Personally, I think Muddy Waters Research just wants to profit from a decline in the price of $SOFI, which is why their report was so strongly negative. SoFi is a regulated bank overseen by US authorities, including the Fed, so the scope for major... Read more
Agreed. Also, there is strong support around $15, and if the allegations aren't proven, there would be significant upside potential.
The decline in SOFI's share price was caused by other factors long before Muddy Waters' short report.
If the accounting manipulation is proven true, the problem won't be limited to SoFi alone but will also implicate the regulators responsible for oversight (the Fed/OCC).
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TurboQuant panic hits memory stocks, but the AI fuel story is still HBM
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🚨 $GOOGL has just introduced a new technology called TurboQuant
🟢 What exactly is it?
TurboQuant is a language LLM model from Google that aims to solve a technical problem: huge demands on memory usage and speed.
When you communicate with an AI (e.g., via ChatGPT or Gemini), the model needs to "remember" the context of the entire conversation. This "memory" is stored in the so...
Read more
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This isn’t a massive threat or major risk for Micron, but of course it could shake the sector a bit and potentially change things.
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Beijing move lifts delivery stocks as price wars ease
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Portfolio Spotlight: Adding Rolls-Royce ( $RR.L ) to the portfolio
Yesterday I opened a new position in Rolls‑Royce Holdings. I had this stock on my watchlist for some time with a planned entry at 1170 GBP, which has now been reached. I entered with a position size of 1% of the portfolio and have set a target price of 1380 GBP.
(As usual, I wanted to include the company’s...
Read more
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
It’s a quality company and I really like the business, but the issue is the price. Aren’t you concerned about buying the stock after such a big run‑up and at that level?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
The work platform where every large customer spends 16% more year after year — and AI agents haven't started billing yet
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The Memory Chip Race: Four Companies Powering the AI Revolution
Micron Technology $MU: A Quiet Advantage the Market Overlooks
While Wall Street is selling MU after record results, the geopolitical crisis in the Persian Gulf is quietly rewriting the rules of the memory market for the next 5 years.
...Read more
Zobrazit další komentáře
The story is interesting and I try to keep an eye on the company, but for me it’s simply not attractive at its current valuation.
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Arm's AGI CPU: the Switzerland of chips enters the arena
GRAB
Is anyone following $GRAB?
After days of searching for a bottom, it looks like the company might finally be reversing the trend. On paper this company has a good chance to grow, but we’ll see what reality brings.
Do you have this stock in your portfolio as well? Did you buy more in the last few days (during the biggest drop)?
Zobrazit další komentáře
I have it, I'm holding, I believe 😄
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OpenAI's IPO century: trillion-dollar ambition and a partner called risk
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Lululemon after a 60% fall: turnaround story or value trap?
Do you think SOFI is actually manipulating its accounting, or is Muddy Waters Research trying to profit from a drop in the stock?
Personally, I think Muddy Waters Research just wants to profit from a decline in the price of $SOFI, which is why their report was so strongly negative. SoFi is a regulated bank overseen by US authorities, including the Fed, so the scope for major...
Read more
Zobrazit další komentáře
Agreed. Also, there is strong support around $15, and if the allegations aren't proven, there would be significant upside potential.
The decline in SOFI's share price was caused by other factors long before Muddy Waters' short report.
If the accounting manipulation is proven true, the problem won't be limited to SoFi alone but will also implicate the regulators responsible for oversight (the Fed/OCC).