Focus now *has* to be on cost savings, efficiency in running smaller models with equivalent quality so that costs come down (ala DeepSeek shock earlier this year) and the potential for localized models on devices like phones and laptops are possible for privacy. That will bring
I am thrilled to share that I have been granted full charter membership in the @CMTAssociation. Achieving this charter is a dream realized, marking a significant milestone in my decade-long journey in financial markets. This journey was not just built on markets experience but
This came up on the the podcast today with @thezvi, that Google is extremely competitive here, and that people seem to ignore its breakthroughs.
Also all the takes about DeepSeek proving that US tech is lazy and uncompetitive. Just bad, motivated reasoning.
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$INVZ Breaking higher today on volume that is 1.3x normal for this time today. That's what I've been looking for on this break above value for the year
Innoviz $INVZ -- Have highlighted recently. I like how price is holding above value for the year. Also noting that volume comes with rallies in this name, while market doesn't participate as price stalls/falls. Good sign for any volume to come in and drive price higher to VPOC