Developers who can talk to people can make a lot of money 😅 Based on the recent StackOverflow Developer Survey. $SPY $QQQ $MSFT $GOOG $META

Ok, I might have jinxed it 😬 $NVDA is down -25% since me bragging about my tenbagger 😬

I'm really interested in capex reporting by $MSFT, $AMZN and $META this week. Originally, the cool thing about Big Tech was their relatively light capital structure, but that changed with massive capital expenditures for data centers and AI. If revenue growth doesn't keep up, we

$MSFT spent $44.48B on capex last year, a +58% increase from FY2023. If there was any doubt about where the huge revenue increase for $NVDA comes from, there you have it. $SPY $QQQ

As of today, Google now has the best LLM model on the LMSYS Chatbot Arena Leaderboard 💪 As I said before, OpenAI has no moat and is under pressure to deliver a dramatically better model than GPT-4 while burning through its funding. $GOOG $GOOGL $SPY $QQQ

Warren Buffett sold nearly half his position in $AAPL and is currently sitting on $277B in cash. Warren usually doesn't make market predictions in interviews, so his actions now speak louder than words. $BRK.B $SPY

According to FactSet, S&P 500 companies reported Y/Y earnings growth of 10.8% for Q2 2024. After a very volatile week, it's important to remember that in the long run, stock prices follow earnings. So, keep a close look at your company's EPS growth, don't overpay and ignore the

FYI, I'm pivoting this account to tech & AI content. We are living in the most interesting time ever, and I want an outlet to share my thoughts & findings on the current technological developments. I will continue posting investing content from time to time at CaridinaCapital

Happy birthday, ChatGPT! Exactly two years ago ChatGPT launched with GPT 3.5, gaining over 100 million users in two months and kickstarting the modern AI hype 🚀

In case you missed it, @xAI offers $25 in free credits for Grok until year end. API is easy to set up. All in all a good model, currently ranking #7 on the lmarena.ai leaderboard. It will be exciting to see what xAI can do next with their fancy data center with 100,000 NVIDIA

Fascinating multi-agent civilization research by Altera. Don't know about real world applications, but stuff like this will revolutionize gaming. Just imagine a GTA-style world with autonomous agents that actually do interesting things.

Awesome, Llama 3.3 70B just dropped! $META

The US innovates, the EU regulates 🤦‍♂️

Wow, Grok-3 scores great on all benchmarks, #1 in every category. It’s rare that a new LLM outperforms on every single benchmark. This puts a lot of pressure on all other model providers.

Good to see Gemini catching up, but still a long way to go. ChatGPT’s brand is strong.

Recently finished reading The Nvidia Way by Tae Kim tae kim, a really enjoyable business book about a remarkable company. My main takeaway is that Jensen Huang has built an incredible high-performance culture at Nvidia and is without a doubt one of the greatest founders &

Gemini 2.5 Pro is an excellent coding model for Swift and SwiftUI development. Returns up-to-date code for iOS 18 with clear explanations, even with vague prompting. I like it! Google Gemini App