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Kipbana

    • KipbanaKipbana
      ·2024-10-02
      $Vistra Energy Corp.(VST)$  This is a hidden gem, top mover of the year. Grab this back when the market was dumping due to recession fear. $140 by end of year? Good stock to position for both AI and War. When AI is up, this is up. When war/oil is up, this is also up. Double the upward trend.
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    • KipbanaKipbana
      ·10-12 11:27
      SemiAnalysis [LOL]  That shortseller report that previously said Nvidia production delayed

      NVIDIA Off-Balance-Sheet Commitments Soar to $530 Billion, SemiAnalysis Says Could Top $1 Trillion

      NVIDIA's off-balance-sheet financial commitments are expanding at an alarming pace, drawing intense market scrutiny over the flexibility of its balance sheet and its capacity to absorb risk.According...
      NVIDIA Off-Balance-Sheet Commitments Soar to $530 Billion, SemiAnalysis Says Could Top $1 Trillion
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    • KipbanaKipbana
      ·09-26
      Same thing as a few months ago and SK Hynix have rejected those rumors. Those market manipulators go around spreading these as anonymous sources is not credible

      SK Hynix's Solidigm Weighs IPO That Could Value the Unit at up to $150 Billion, Sources Say

      Solidigm could raise $15 billion in IPO, people familiar say.
      SK Hynix's Solidigm Weighs IPO That Could Value the Unit at up to $150 Billion, Sources Say
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    • KipbanaKipbana
      ·09-24
      Now that's the right spirit. Iran is just harassing ships, it doesn't control the strait.

      US Rejects Iran's Strait of Hormuz Proposal in Indirect UN Talks

      Israel’s Channel 12 reports US negotiators during indirect talks in New York around the UN General Assembly rejected Iran’s proposal to reopen the Strait of Hormuz, telling Tehran it does not control...
      US Rejects Iran's Strait of Hormuz Proposal in Indirect UN Talks
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    • KipbanaKipbana
      ·09-23
      It basically already did

      AI Stocks Can't Carry the Entire Market Forever

      The artificial-intelligence trade is ripping once again, with tech stocks cresting fresh all-time highs, Wall Street bosses touting the scale of the investment race, and key players in the ecosystem...
      AI Stocks Can't Carry the Entire Market Forever
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    • KipbanaKipbana
      ·09-23
      He doesn't understand the difference between DRAM and HBM. DRAM prices should never be that expensive in the first place, but HBM is another story. SK Hynix challenges HBM and won't be affected By DRAM pricing.

      'Big Short' Burry Adds to Shorts on Micron, Nebius, SOXX, PLTR, Citing Rising Memory Supply to Push Prices Lower

      Renowned investor Michael Burry has dramatically escalated his bearish positioning against the semiconductor sector, doubling down on the conviction that the memory market's supply-demand dynamics...
      'Big Short' Burry Adds to Shorts on Micron, Nebius, SOXX, PLTR, Citing Rising Memory Supply to Push Prices Lower
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    • KipbanaKipbana
      ·09-16
      Trust the guy who make kids become addicted to his platforms to talk about liabilities and trust

      Meta's Zuckerberg Says AI Labs Have Enough Incentive to Build Safely

      Meta's Zuckerberg says AI labs have enough incentive to build safelySept 15 (Reuters)-Meta PlatformsMETA.OCEO Mark Zuckerberg said on Tuesday that competition and liability give AI companies enough re
      Meta's Zuckerberg Says AI Labs Have Enough Incentive to Build Safely
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    • KipbanaKipbana
      ·09-15
      This is monopoly

      Grab Takes Majority Stake in Atome Financial in $1.49 Billion Deal

      Grab said on Tuesday it will acquire BNPL ​provider Atome Financial in a deal that ‌could ultimately value the target at up to $4.5 billion.
      Grab Takes Majority Stake in Atome Financial in $1.49 Billion Deal
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    • KipbanaKipbana
      ·09-14
      Fake News: It is just slow down in development of Frontier Model not an industry pause. Not like the most of us and businesses are going to use AI less just because frontier development is slower. Do you stop taking Uber because the development of autonomous taxi has slowed down? Or you stop using planes when SpaceX failed a launch and slow down? Rubbish article

      AI Has Carried the Stock Market. An Industry Pause Could Pull the Rug Out, Warns This Wall Street Giant

      Citigroup shifted to neutral on U.S. equity risk, warning that a potential slowdown in artificial-intelligence model development could crimp earnings-per-share revisions.
      AI Has Carried the Stock Market. An Industry Pause Could Pull the Rug Out, Warns This Wall Street Giant
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    • KipbanaKipbana
      ·09-14
      Exactly. All the overnight drunk sellers. Not like everyone doesn’t need ChatGPT anymore and stopped needing tokens.
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    • KipbanaKipbana
      ·09-14
      Slower development doesn't mean less research and less compute. And do you think they will really go slow at the expense of losing their lead?  Anthropic proposes so, but who can trust the devil himself (Sam Altman) that have been aggressively building?

      AI Pioneers Face Pushback From Markets and Washington on Safety Push

      Anthropic PBC and OpenAI are treading a delicate line as they advocate for a more cautious approach to artificial intelligence development, a stance that is likely to collide with the powerful forces...
      AI Pioneers Face Pushback From Markets and Washington on Safety Push
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