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digitcatphd commented on We gave 5 LLMs $100K to trade stocks for 8 months   aitradearena.com/research... · Posted by u/cheeseblubber
digitcatphd · 11 days ago
Backtesting is a complete waste in this scenario. The models already know the best outcomes and are biased towards it.
digitcatphd commented on The Generative Burrito Test   generativist.com/notes/20... · Posted by u/pathdependent
digitcatphd · 20 days ago
I find it a bit surprising GenAI has made it this far without this benchmark
digitcatphd commented on £220 'for a cut-up sock' — Apples's new iPhone Pocket ridiculed online   bbc.com/news/articles/cn9... · Posted by u/Lyngbakr
digitcatphd · a month ago
They will seed in a few dozen influencers and there will be lines out the door
digitcatphd commented on iPhone Pocket   apple.com/newsroom/2025/1... · Posted by u/soheilpro
bborud · a month ago
Objects have to earn the right to exist. We make so much stuff. Most of it unnecessary. Stuff that will soon be cluttering your home and then end up in a landfill.

This is not a product that deserves to exist. It is not made from quality materials ( Nylon (14%), Polyester (85%), Polyurethane (1%)). It is not innovative. It is questionable whether it solves its primary use case particularly well.

What makes this particularly objectionable is that it is from a design house that usually makes quality garments. And then they stoop to making this crap, slapping their designer label on it and then exploit ghastly people who don't know any better to waste tons of money on it.

This is pissing on Issey Miyake's grave.

digitcatphd · a month ago
Beatifully said and you are right. I will get mine on Temu.

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digitcatphd commented on Circular Financing: Does Nvidia's $110B Bet Echo the Telecom Bubble?   tomtunguz.com/nvidia_nort... · Posted by u/miltava
xadhominemx · 2 months ago
NVDA stock does not trade at a huge multiple. Only 25x EPS despite very rapid top line growth and a dominant position at the eve of possibly the most important technology transition in the history of humankind. The market is (and has been) pricing in a slowdown.
digitcatphd · 2 months ago
What do you think is going to happen to their earnings when CAPEX slows?
digitcatphd commented on Circular Financing: Does Nvidia's $110B Bet Echo the Telecom Bubble?   tomtunguz.com/nvidia_nort... · Posted by u/miltava
digitcatphd · 2 months ago
The biggest issue with Nvidia is their revenue is not recurring but the market is treating their stock as it were, which is correlated with all semi stocks, with a one-time massive CAPEX investment lasting 1-2 years.

Simple as this - as to why its just not possible for this to continue.

digitcatphd commented on Shiller PE Ratio   multpl.com/shiller-pe... · Posted by u/justin66
creer · 3 months ago
> bigger warning signal for me is when I see people in public talking about stocks

Which is interesting "this time" because much of the issue may be due to historical and tax-quirk fullfilling index weighting. And the people invested nearly entirely in these indexes is kinda by definition the people who normally don't even look at their investments. "Irrational autopilot"?

digitcatphd · 3 months ago
It’s never different this time, this is embedded into human nature and people oscillate between fear and greed. That’s it. Not more complicated than that.

u/digitcatphd

KarmaCake day449October 9, 2020View Original