Joe Long (@joelongsandiego) 's Twitter Profile
Joe Long

@joelongsandiego

Cabrillo Research

ID: 1149954571

calendar_today05-02-2013 04:37:50

4,4K Tweet

351 Followers

3,3K Following

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Are you ready for Supper Intelligence AI: Meta is developing superintelligence AI following its massive AI investments recently (totally human reasoning & emotion)

Are you ready for Supper Intelligence AI: Meta is developing superintelligence AI following its massive AI investments recently (totally human reasoning & emotion)
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Google's AI Transformer Architecture Patents: * Focus: Neural network architecture for sequence processing ("Attention Is All You Need"). *Application: Foundation for ChatGPT, Gemini, Claude, and virtually all large language models (LLMs). *Impact: AI investments

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$BBAI provides artificial intelligence-powered decision intelligence solutions: national security, supply chain management, and digital identity and biometrics solutions. The company was founded in 1988 and is headquartered in Mclean, Virginia.

$BBAI provides artificial intelligence-powered decision intelligence solutions: national security, supply chain management, and digital identity and biometrics solutions.  The company was founded in 1988 and is headquartered in Mclean, Virginia.
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As GSE entity, •In 2013, Fannie Mae $FNMA paid dividends of $59.4 billion to the Treasury. •By end of 2014, cumulative payments to Treasury totaled around $134–136 billion, exceeding the bailout amount of approximately $80 billion

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Global price of Rice, Thailand (PRICENPQUSDM) trending downward since 2024, with increasing supplies and decreasing demand.

Global price of Rice, Thailand (PRICENPQUSDM) trending downward since 2024, with increasing supplies and decreasing demand.
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Federal Reserve to cut interest rates _ Commercial Real Estate (CRE) Crisis: * Office/shop vacancies surge (remote work, high rents, e-commerce). * Regional banks exposed (hold ~80% of small CRE loans). * $2.2T in CRE Loans Maturing by 2027→ Refinancing at high rates = defaults.

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$FNMA IPO quiet period: Before a company’s initial public offering (IPO), The quiet period prohibits management teams or their marketing agents from making forecasts or expressing any opinions about the value of their company.

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Most mutual funds still can not hold $FNMA due to its subordinated position in the capital structure, and interim legal profile. After IPO , then many mutual funds will hold $FNMA as part of core Holdings

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Under the current capitalization structure, $FNMA cannot pay dividends to common shareholders until it meets FHFA's **capital reserve requirements** (currently, the Treasury Department gets all dividents)

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Fannie Mae($FNMA) recently launched a new AI-powered Crime Detection Unit in collaboration with Palantir Technologies($PLTR) to combat mortgage fraud with unprecedented speed and precision; improving mortgage portfolio quality and more accurate mortgage portfolio management

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The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.2 percent on a seasonally adjusted basis in July, after rising 0.3 percent in June, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 2.7 percent.

The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.2 percent on a seasonally adjusted basis in July, after rising 0.3 percent in June, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 2.7 percent.
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Consumer Price Index for All Urban Consumers (CPI-U): an increase of 0.2% in July 2025, following a 0.3% increase in June 2025. ​ * Shelter costs increased by 0.2%. ​ * Energy prices fell by 1.1% in July.

Consumer Price Index for All Urban Consumers (CPI-U): an increase of 0.2% in July 2025, following a 0.3% increase in June 2025. ​
* Shelter costs increased by 0.2%. ​
* Energy prices fell by 1.1% in July.