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Recent posts
📊 Renaissance’s Q3 13F Shift Renaissance Technologies sold 99.7% of its Nvidia shares , which had been worth $1.42B. It also cut Meta by 99.9%, Apple by 99.8%, and Amazon by 99.5%. 🖱️ Top positions : Micron $1.62B, AMD $1.21B, United Therapeutics $908M, Intel $835M, Alphabet $828…
⚠️ Israel Raises Readiness Over Iran KAN reported on 11 November that Israel’s security cabinet instructed the Israel Defense Forces to increase readiness for a possible strike on Iran. The broadcaster said the steps could lead to activity that risks bringing about war. There is …
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✨ The Missing Starlink Compute Number In April, Starlink’s chips reportedly turned just 11% of peak computing power into useful training . Engineering chief Michael Nicolls called that “embarrassingly low” and set a 50% target . Elon says the Grok stack has since been rewritten i…
🖥 Anthropic Tests Microsoft’s AI Spending Anthropic launched Claude Sheets, a spreadsheet tool resembling Excel, plus whiteboard and office products. Microsoft shares fell 2.2% Tuesday , reviving fears that AI-native software could pressure established vendors. Microsoft is also …
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