Astera, Palantir are two momentum trades that continue to soar Artificial intelligence is the only game in town, as software maker Palantir and memory-bandwidth-chip vendor Astera Labs see their shares soar while all the other companies reporting continue to be stuck.
INVESTMENT
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Palantir’s Gold Investment Alternative Analysis and Returns
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if Palantir had invested the money in gold at the high of that period of $2050.31, it would have gained about $234 million so far
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Palantir’s Treasury Strategy Miss: Gold Alternative 2023
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in 2023, after the Fed raised rates, Palantir went big on short-term U.S. treasury securities. it sold ~$700m in available-for-sale debt securities in Q1-Q3 2023 with immaterial gains/losses and reinvested proceeds into more debt securities. gold would have been the better play
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Palantir’s Treasury Strategy: SPACs, Gold, and Investment Risk
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for years, Palantir kept cash in money market funds. in 2021 it diversified, buying SPAC shares, in addition to the gold bars. some SPACs have since gone bankrupt
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OpenAI’s New Monetization Opportunities Through Integrated Maps and Apps
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This opens up whole new monietarizations for OpenAI. If maps are now displayed, it is only a matter of time before they integrate the possibility of apps such as TripAdvisor, OpenTable, Uber-Eats and many more into their search. And as we know, the platforms get a not
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Nvidia Replaces Intel on Dow Jones Industrial Average
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on Friday, one day after Intel reported Q3 results that showed a 6% revenue decline, S&P Dow Jones Indices picked Nvidia to replace Intel on the Dow Jones Industrial Average
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Banking Practices and AI Bubble: Economic Crash Risks Ahead
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Crash will be for more fundamental reasons than just an AI bubble. Many investment banking practices that lead to 2008 were suspended shortly and were resumed, the problem wasn't fixed. I think it's getting close now…
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Palantir’s Gold Investment Misstep: $25M Opportunity Cost
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in 3Q21 Palantir bet on gold, buying $50.9 million worth of 100-ounce bars. it sold them in 2023 for $51.1 million, netting a $200K profit. Palantir has missed out on the gold price running up ~33% in 2024. if it hadn't sold, Palantir would be up 50% on its original investment
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Anthropic Raises Claude 3.5 Haiku Pricing Following Intelligence Improvements
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Something we didnt expected and we didnt ask for. "As a result, we've increased pricing for Claude 3.5 Haiku to reflect its increase in intelligence: http://
anthropic.com/claude/haiku." -
AI Development Challenges: Energy Infrastructure Investment Needs
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This is a very interesting article. It once again clearly shows how challenging the path to AI will be. The question of electricity in particular is one that we are still facing and hundreds of billions need to be invested in the energy infrastructure to meet the demand and, in