$LDI $RKT $COOP $UWM

$PFSI $RKT $COOP $LDI $UWM

x.com/amanrsanger/st… linkedin.com/posts/zschreib…

10000x in coding productivity linkedin.com/posts/zschreib…

Great deep dive on $NVDA NVLink Fusion

$MRVL $AVGO

"Capacity bottlenecks help pace investment, allowing for the time it takes GenAI projects to be built, deployed, adopted, and monetized. That pacing may help avoid an AI bubble." H/t Chipstrat

Great article on out of court restructurings $CVNA on.ft.com/3JuPFvn

The business model of renting bank licenses, telecom networks, insurance balance sheets

$CCOI fascinating account of Schaeffer’s real estate and shareholding debt troubles

$RKT $UWMC $LDI

Inference token consumption comparison