I am a war scholar - there is no genocide in Gaza The Jerusalem Post jpost.com/opinion/articl…

Well...

Oscar Health, Liquidity runway snapshot $OSCR I wanted to estimate how many months of cash runway Oscar Health has before it would need new debt or hit sustained profitability. I looked at it three ways: - LFCF view: based on year-to-date Levered Free Cash Flow. - Core view:

imho from a strategic perspective, investing in xAI aligns well with Tesla's long-term goals in AI-driven technologies. If you can't understand it, well, corporate finance is tough, i get it. $TSLA

I'm out of breath.

Europe's way to tech dominance.

I find it fascinating that a 2024 study draws from Prospect Theory, originally proposed in 1979 by Kahneman and Tversky. The research compares cash-secured put writing to two common alternatives, namely dollar-cost averaging and protective puts. It examines strategies designed

The time has come: On Wednesday, the Fed will cut rates for the first time in 2025 and "blame" a weak labor market. This will be just the 3rd year since 1996 with Fed rate cuts while the S&P 500 is at record highs. What happens next? Let us explain. (a thread)

Leandro is undoubtedly one of my favorites in this sea of noise from chaotic fintwit. This observation alone would deserve a seminar at the NYU Stern School of Business: "if a durable company seems to be fairly priced according to an inverse DCF that drops the terminal growth

While everyone fixates on $TSLA 's EV delivery wobbles, dig into the statements: Q2 operating cash flow hit $2.5B despite $2.4B capex blitz on AI/robotics, keeping levered free cash positive at $146M and ballooning the cash hoard to $36.8B (up 20% YoY). Board's killing it with

Look how easily I’m getting out of the $NVDA ITM calls.

Demis Hassabis has described ARC-AGI as a "great misunderstanding" and not a true test for AGI, arguing that anyone can label a benchmark as such without solid foundations. He views it as a limited test, not representative of general intelligence. Even François Chollet (the

What are the historical odds that dollar-cost averaging (DCA) into stocks over 12 months will beat a lump sum investment? 32%. What about 36 months? 26%. The longer the DCA period, the lower the odds of beating a lump sum invested today. Video: youtube.com/watch?v=J_Df0W…

This year, foreign investors have allocated more than 30% of their US financial assets to equities. So, who's going to break the news to the European trade unions fretting over market sovereignty?

Isteria idolatrica mi sembra una definizione perfetta.

Ignore all noise and political nonsense: this is true, and it's the most important thing right now.

"switching between AI model providers is harder than might be thought." I can confirm.