Good Point @GoodPoint123

Today, we're launching @polarbrowser for Windows. The AI browser that beats Anthropic and OpenAI on every single major web benchmark. Now it's on the other 70% of desktops. Try for free now: polarbrowser.com

@sxmawl can it make only part of an image to move ? you might have seen animated overlays on static image. can a user select part of image and animate (add motion to) it ?

@amargov it's not the destination. it's the journey to that destination. filth everywhere, broken infra, looters at every step of the journey. final destination may be interesting. but travelers care more than that.

@advaitpaliwal whats the business use case ?

@zarazhangrui and the worst is, if new to be experts are going to be using AI to become expert, will what they learn be reliable ?

This paper gives a fancy name to a problem you can already feel in your bones "The Tragedy of the Cognitive Commons." Checking AI output requires deep expertise. Deep expertise comes from doing grunt work for years. And grunt work is the first thing AI eats So we're building systems that need expert supervision while dismantling the only known process for making experts The paper calls the shared pool of human expertise the "cognitive commons." Every profession drinks from it. Nobody's refilling it. By eliminating junior roles, each company is acting totally rationally, and the collective result: a profession that can't catch AI's mistakes anymore because it never learned to do the work in the first place Who checks AI's homework in 15 years?

“If I have to see one more person say, ‘Oh my gosh, operating margins or net profit margins in the S&P 500 are so extraordinary because we’re having a productivity boom,’ I will lose my mind. We are not having a productivity boom. We are having an operating leverage boom. And that’s a very, very, very different thing, because one is sustainable and the other is cyclical.” Cameron Dawson on why record S&P 500 profit margins may be telling investors something very different than they think

@saxena_puru

Keith McCullough @KeithMcCullough

2 years ago

I’ve spent 24 years perfecting my investing process for family and clients. I’m sharing that blueprint—for FREE. Download my new 52-page eBook today: info.hedgeye.com/keith-master-t… It's called, “Master the Market: A Hedge Fund Manager's Guide to Process and Profit." Whether you’re

2K 1K 10K 8.5M 8K

I’ve spent 24 years perfecting my investing process for family and clients. I’m sharing that blueprint—for FREE. Download my new 52-page eBook today: info.hedgeye.com/keith-master-t… It's called, “Master the Market: A Hedge Fund Manager's Guide to Process and Profit." Whether you’re new to investing or a seasoned pro, this guide will help sharpen your skills and elevate your game. You have nothing to lose and everything to gain.

The market is always looking ahead. So are we. Here are the 50 stocks with the highest projected revenue growth for 2027 📈🚀 1. $IREN | IREN - 243.1% 2. $NBIS | Nebius - 190.8% 3. $CRWV | CoreWeave - 96.5% 4. $LITE | Lumtentum - 90.1% 5. $SPCX | SpaceX - 83.0% 6. $AMD | AMD - 70.3% 7. $AVGO | Broadcom - 63.3% 8. $BE | Bloom Energy - 62.0% 9. $MU | Micron - 59.8% 10. $FTAI | FTAI Aviation - 58.2% 11. $DOCN | DigitalOcean - 52.7% 12. $SKHY | SK hynix - 49.8% 13. $FPS | Forgent Power - 48.6% 14. $CRDO | Credo Technology - 48.1% 15. $ORCL | Oracle - 45.8% 16. $PLTR | Palantir - 45.5% 17. $MRVL | Marvell - 45.1% 18. $ALAB | Astera Labs - 44.2% 19. $LSCC | Lattice Semiconductor - 44.1% 20. $NVDA | Nvidia - 40.1% 21. $VACN | VAT Group - 39.4% 22. $RKLB | Rocket Lab - 38.9% 23. $COHR | Coherent - 36.5% 24. $ARM | Arm - 35.3% 25. $RHM | Rheinmetall - 34.7% 26. $KOG | Kongsberg Gruppen - 34.7% 27. $GH | Guardant Health - 34.6% 28. $BESI | BE Semiconductor - 33.1% 29. $TSM | TSMC - 32.4% 30. $STX | Seagate - 32.2% 31. $WDC | Western Digital - 32.2% 32. $III | 3i Group - 31.6% 33. $SSNLF | Samsung - 30.5 34. $RDDT | Reddit - 30.0% 35. $VRT | Vertiv - 29.4% 36. $AMAT | Applied Materials - 28.9% 37. $APP | AppLovin - 28.7% 38. $CG | The Carlyle Group - 28.7% 39. $AXON | Axon - 28.2% 40. $EQT | EQT AB - 27.6% 41. $NET | Cloudflare - 27.6% 42. $MELI | MercadoLibre - 27.5% 43. $MTSI | MACOM Technology - 26.8% 44. $CIEN | Ciena - 26.6% 45. $ASM | ASM International - 26.0% 46. $SNOW | Snowflake - 25.7% 47. $AFRM | Affirm - 25.7% 48. $ASML | ASML - 25.6% 49. $ANET | Arista Networks - 25.4% 50. $HOOD | RobinHood - 25.4% Source: @KoyfinCharts 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 - Revenue TTM >$500M - Gross Profit Margin >30% - Revenue est. 2027 >25% - No biotech, mining companies - Marketcap >$10B What are your favourite growth stocks for 2027? 🤔🚀

keyboard_arrow_left Previous keyboard_arrow_right Next

@933Athkar your post would be credible if you didn't have $NOW there. you haven't used that shitty software and you don't know it can be done easily with AI. no company needs the full suite of $NOW features. subset is enough. small size competitors which built with AI will do that

@jachiam0 but isn't this a weapon in the hands of bad actors too ? and bad actors have one focus (to harm others) while these companies have 'security' as just another feature.

@ybhrdwj @sagarships and ads ? what do you do with that ?

@saxena_puru was that for all AI stocks in the portfolio or just these two ? how did the whole AI portfolio perform ?

Yes Medicare could save money on implants open.substack.com/pub/onhealthca…

@UnlabelledGenZ @StimulerApp "just being directionally correct". in other words -> 1. right time, right place 2. early to explore 3. less competition in early days

@prasanna_says @UnlabelledGenZ @StimulerApp those who have tiny numbers, use ARR ;) same as people using % points instead of absolute numbers. when you dig in, all you see is tiny numbers-> look bigger than it really is when shown in % 50% growth. a 'saas' founder touted on reddit. that was just 10-> 15. lol

grok is doing the naming thing definitely better than others thanks to team @elonmusk for keeping it simple and intuitive for regular folks

@MilkRoadAI all seem costly already

If there were backdoors and biases hidden in open-weight models, you could count on closed-weight labs to find and reveal them.