the mule

@FoolAllTheTime

non ironic internet explorer. buyside - bag and charter holder. opinions are my own "All roads lead to Trantor, and that is where all stars end"

Kalgan
Vrijeme pridruživanja: travanj 2018.

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  1. Prikvačeni tweet
    21. sij

    New newsletter is up! I try to cover the changing nature of fame and fortune, and how to spot things before they make big economic impact, but are a "sure thing" on the internet Hope you enjoy!

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  2. prije 6 sati

    On another note gen z kinda like stocks

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  3. prije 6 sati

    The cutting edge analysis you didn’t know you needed

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  4. prije 6 sati

    Don’t worry backtested since 2009 FUCK so much weird shit going on

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  5. prije 7 sati

    IOT edge servers without the pretext of Cpu. Just an FPGA or accelerator to do the job that’s needed. We talking super computers for dollars.... I’m stoked. Just have to break out of CPU > RAM >memory hierarchy. It’s about damn time. Staggering what we will think of

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  6. prije 7 sati

    Imagine a NNP in memory, only for figuring out the results and routing the response to mcu and boom that’s pretty much the chips that will be needed on a driverless car. None of the fat GPUs and we are talking things at the 400 dollar price range for full auto.

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  7. prije 7 sati

    If you can appreciate in memory compute let’s just stop and think about that for a second. This is def post von Neumann structure, and I am so so so happy we can finally graduate out of this very big and very old paradigm

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  8. proslijedio/la je Tweet
    prije 22 sata

    Some more details have emerged to explain decision to change Horses before they get to the middle of the Stream.

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  9. prije 7 sati

    This thread hits you in the feels. Many in finance are motivated by money and often when they catch the carrot or realize their goal creep upwards they are like oh fuck. Same dude same

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  10. proslijedio/la je Tweet
    prije 9 sati

    Fintweet and even the financial press are a microcosm of what is wrong with social media. People (even those with credentials) can have their factually wrong claims amplified and propagated with no effective feedback mechanism or accountability.

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  11. prije 7 sati

    *stops someone mid sentence* “Wait can you tell me how that drives your ability to raise price??”

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  12. prije 7 sati

    *throws my hands up in the air* “Is this even expanding the moat?! Tell me what makes your competitive edge increase?!”

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  13. prije 7 sati

    *stares intensely* “What about the long term?” In a pensive and serious tone

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  14. prije 8 sati
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  15. prije 10 sati

    Okay considering that the thing I want more than anything else is a jean jacket that is painted with an Akira scene yeah denim is in biggggg time

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  16. proslijedio/la je Tweet
    prije 12 sati

    One of my favorite things about social media is interacting with so many of you and discussing principles. I now have a new way to do that—by text. If you want to be part of my community, text me at 1-900-MISS-CLEO. Text now for your free reading—I sense a dark force around you

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  17. proslijedio/la je Tweet
    prije 11 sati

    Since Twitter has asked: it's time to play Explore That Cloud with .

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  18. proslijedio/la je Tweet
    prije 12 sati

    I took this personality test at work. HR reviewed results and showed how women’s distribution is usually fairly even amongst the four traits, men’s usually leans slightly analytical but mostly even. Now I know I’m the crazy person.

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  19. proslijedio/la je Tweet
    prije 14 sati
    Odgovor korisnicima

    That sub is the 4chan equivalent of wall Street and it's fantastic

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  20. proslijedio/la je Tweet

    Can we talk about the alternative data Armageddon this quarter? Also, if everyone has the same alternative data, is it still … alternative? Seems like positioning, sentiment, and 2nd derivatives matter more than ever.

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  21. proslijedio/la je Tweet
    prije 14 sati

    with the nasty ~20% rev neg pre miss- soft retail, disappointing tentpole pull thru, inv writedown- the simplisitc "baby yoda" trade delivers the pain- had looked at but was waiting for easier comps esp w/ light '20 movie slate- decks prob cleared now as accels into 2H

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