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Great stuff from the Zoom CEO last month. Zoom is going to have digital twins so in 5-6 years your AI digital twin can attend the meeting and you can just go to the beach. Zoom is going to be AI first company. Of course, this has nothing to do with the drawdown from the ATH of Zoom stock. In 5...

This is what LLMs are actually good for. Like a natural language query of the internet and sometimes you can find bits of knowledge like this that you wouldn't have otherwise. I am taking a class right now but we havent got to gaussian processes yet. Dudley's Theorem sounds interesting. I will...

The market is against you in a sense as a new trader because so much of what a new trader thinks is correct is going to place trades so late in the move. When I started, I thought I was supposed to see the move, something else would confirm the move would continue, then I get in, then because...

That is not how it works in the rust belt. If anything, someone from Ohio might cost votes in Michigan. Vance was a terrible pick because Trump was already going to win Ohio. He would have won by more than last time without Vance. To me, they clearly made the Vance pick when they thought they...

There was a great post about this on the two plus two poker forum that I imagine is 100% correct: "My guess would be that modern day prop firms are scams and/or ponzi schemes. That said, I started my trading career in prop firms. But that was in the 80's and the prop firms were legit back then...

The whole idea is terrible. If you had a shoe store, you can't close the store if you have customers because you hit your profit goal for the day and then have a shoe sale the next day at noon because business in the morning wasn't good but you have to meet this arbitrary daily goal. Like a...

If you are using EOD data then you can do whatever you want. It is just a small amount of data in the grand scheme of things. Even if you have 10 years of data for 5000 stocks it is basically nothing for a modern computer, database and programming language. The best scripting language will be...

Yea I was a true believer until a few months ago too but François Chollet will open your eyes to reality if you spend about 4-5 hours listening to the various podcasts he has been on. Remember the Greg Brockman demo about drawing a website when 4 came out? Lol. It is funny how the mind forgets...

Of course anything involving AI looks good right now because we are in a massive bubble. I just learned a good trick tonight that is a great example of how LLMs work. Ask chatGPT4o "What day was yesterday, if yesterday Thursday?" Because there is no intelligence, just next token prediction...

She is absolutely terrible but I watched the 6:30pm nightly news tonight and it is essentially a free campaign ad from now until November about how great Harris is. So will every talk show and media outlet not named Fox News. They are even going to run on Trump being too old now. Someday, the...

Yea like schizo posted too, opening on the low. Of course, this isn't really what anyone cares about. If the next bar after the open is 1 tick lower and the low of the day then it violates the rule and filtered out even though we really would want to keep that in practice. Then what about 2...

I would think the AI bubble bursting will be amazing for a few miners while most go under. The over capacity of GPU compute we are building out is like nothing ever before. It is really no different if you had massive over capacity in mining equipment for copper or anything else that is...

"OpenAI basically set back progress towards AGI by quite a few years probably like five to 10 years .They caused this complete closing down of frontier research publishing but also they triggered this initial burst of hype around LLMs and now LLMs have sucked the oxygen out of the room” Sucked...

At least with Harris you know you are voting for the same oligarchy that has been running the country for the past 4 years since anyone with half a brain can see Biden/Harris aren't in control of anything. I think it is all quite comical. The oligarchy is only a +185 underdog in the betting...

I watched the video earlier and really enjoyed it. I think with music he means a chart vs staff notation but the idea has obviously aged quite badly. I think it is from a different time when classical music was viewed as the highest of intellectual pursuits. We also have the privilege of...

AWS virtual desktop sounds really great but as usual with AWS the pricing seems ridiculous. I would probably pay $25 a month to just have my local setup in the cloud all the time. I see $25 gets you 2gb memory and 10gb of storage a month. 8gb $45 16gb $70.00 32gb $127.00 So basically charging...

Forget youtube. You are only seeing the winners. My current best counter example is the Ahmet Zappa podcast, Rocktails. He has a built in audience being Frank Zappa's son and he is quite a funny guy himself. He gets about 400 -500 views a podcast because everyone has a podcast already. Everyone...

The third AI winter is what we need to be worried about https://towardsdatascience.com/history-of-the-second-ai-winter-406f18789d45 This is a classic example of how we don't learn anything from history. Here is quote from a conference from 1984 after passing and recovering from the first AI...

I owned them long in 2020 but took my profit much too early on the trade. Personally, I would be looking to short a failed breakout here but I wouldn't hold over the next earnings release. It really depends what what you think of technology stocks as a whole too. It also depends what you expect...

I found this interesting article from Goldman https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf I also read the paper from Daron Acemoglu this weekend. Acemoglu is in the Goldman article...