Google ’s, $GOOGL, AI infrastructure boss told employees at an all-hands meeting that the company has to double its compute capacity every six months in order to meet demand for artificial intelligence services, per CNBC
$CHRS has a history of missing estimates quarter over quarter. Will it be diferent this time? Still nothing on long promised Tori partnerships 🤷 I continue to own a decent chunk
Plenty of firepower ready to buy $IOVA should they post decent patient numbers and less drop off. 👀 Can't wait to see the Q3 result tomorrow morning!
Biohaven putting this regulatory timeline graphic in their press release last night was communication done well.
google’s open source & research output basically built the modern ai + web stack: - chromium → most browsers - android → 3b+ phones - tensorflow, jax, tpu papers → shaped ml infrastructure - transformer paper → changed the world - mapreduce, borg, spanner, protobufs,…
Me explaining how I lost $9,000 trying to revenge trade my $50 loss:
Portfolio update $SNDX is my new major. Tripled my position after approval. A bit down, but holding long. Also added a small position in $JANX yesterday.
$SNDX- Don't want to be a single stock poster, but will share a few more nuggets from the call as people asking for it @monaco_biotech: ***Usual caveats (am a Wall Street Nobody), but think bears/skeptics are missing forest for the trees -ONLY menin inhibitor with positive…
OpenAI doesn’t have $100 billion dollars and that money is gated by Nvidia $10 billion at a time based on gigawatt buildout. It’s on OpenAI to deliver it. They don’t have the money for the AMD deal, it’s an option for 10% of the company they don’t own it yet. Sam has crossed…
Every now and then, a company with nothing to lose changes the game. “RAPIDUS” wccftech.com/japan-rapidus-…
Aurinia Pharmaceuticals slumped Monday after a top Food and Drug Administration official said on social media that the company’s approved medicine for an immune disorder has “significant toxicity” and hasn’t been shown to help patients bloomberg.com/news/articles/…
FDA's top drug regulator, George Tidmarsh, with a potentially market-moving LinkedIn post for DMD developers like Sarepta... Odd that this wasn't sent through official channels.
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