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DeepSeek Shows the Continued Commoditization of LLMs, as Predicted
In my previous extensive notes ( Part 1 and Part 2 ) on Palantir ($PLTR), I articulated a core thesis: large language models (LLMs) are...
J
Feb 43 min read


The Next Transformational Frontier After AI: Quantum Computing
I’m definitely no expert in quantum computing or physics. I'm just someone who’s generally very curious and a decent reader, with a knack...
J
Jan 914 min read


Palantir + Ferrari in Formula 1
In earlier deep-dive notes, Part 1 and Part 2 , I've tried to do my best in conveying the fact that Palantir ($PLTR) is a special...
J
Dec 3, 20241 min read


Why Tesla's Q3 Report is Significant
By the time the US stock exchanges closed on October 24th, the Tesla ($TSLA) share price had increased almost 22% compared to the...
J
Oct 27, 20243 min read


The "We Robot" Event and the Misconception About Tesla ($TSLA)
The "We Robot" Event and the Misconception About Tesla
J
Oct 13, 20245 min read

"Over the Next 12 months, Investors Should be Pretty Confident" - Tom Lee
Tom Lee, the Managing Partner at Fundstrat Global Advisors, is feeling good about the stock market's prospects for the next year. In a...
J
Sep 18, 20242 min read


Market Dip to be Expected Before US Election on November 5th?
A Financial Market Outlook up to US Presidential Election and Beyond The month of August has been volatile, to say the least....
J
Sep 4, 20243 min read
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