5/5 - (1 vote) Valuing $NVIDIA as a Real Estate Company That Sells Housing to AI Agents ($100k/Share in 2034) No financial advice ..read more

5/5 - (1 vote) First, feel free to watch the overview video: Source: https://www.nvidia.com/en-us/ai/ Overview NVIDIA NIM Launch: Available for 28 million developers to easily build generative AI applications for various use cases like copilots and chatbots, reducing deployment time from weeks to minutes. Productivity Boost: Simplifies adding generative AI to applications using standardized, optimized containers for multiple model types (text, images, video, speech). Infrastructure Efficiency: Running Meta Llama 3-8B with NIM produces up to 3x more generative AI tokens, enhancing ..read more

5/5 - (1 vote) What is NVIDIA’s roadmap? YouTube is my go-to learning resource for investment content but it didn’t have a good overview video about NVIDIA’s future product line. To cover this question, I’ve been working on a new presentation: In the video, you’ll get a quick overview of these groundbreaking new technologies: GR00T foundational model for humanoid robots (e.g., used by Figure AI and Atlas) Blackwell GB200 and NVLink switch to scale up to 576 GPUs with 130 (!) TB/s bandwidth AI Factories Omniverse and Digital Twins (I call it the NVIDIA Matrix) Check out the video ..read more

5/5 - (1 vote) Recently, a mid-level NVIDIA employee retired with $62 million from stock options. How? By maxing out the employee stock purchase plan using 15% of their salary buying stock at a 15% discount, in addition to the high salary and stock options. The Magnificient Seven have dominated the returns of the stock market for a decade or so: NVIDIA Microsoft Tesla Meta Alphabet Apple Amazon In today’s YouTube video, ChatGPT-4o analyzes the seven most recent quarterly SEC filings to find some golden gems like how much employees make in stock options: I’ve also prompted it to gi ..read more

5/5 - (1 vote) Evidence 1: LMSYS Leaderboard Evidence 2: OpenAI Simple Evals Benchmark Evidence 3: Analyzing the Sentiment of the OpenAI Community Evidence 4: Costs Evidence 5: Speed Evidence 6: Model Capabilities and Conceptual Differences Evidence 7: My Personal Opinion Clearly, GPT-4o wins. It was able to process my whole 160-page dissertation and provided well-thought out research gaps that could be used for scientific progress. GPT-4 is not capable of that. To learn more about this mind-boggling experiment, check out my blog and YouTube video: ChatGPT-4o Understands My Dissert ..read more

5/5 - (2 votes) In this post, you’ll learn about the insane skills of ChatGPT-4o, in particular its MASSIVE MIND-BOGGLING CONTEXT WINDOW that can, with a little help of retrieval augmented generation (RAG), process and understand my dissertation in computer science better than 99.99% of humans. Watch my video to see how beautiful ChatGPT-4o solved all my ten test questions on my own dissertation: Test 1: Give Me All GitHub Repositories Mentioned in the Thesis Here’s the sample part from my dissertation that’s relevant to the question: Test 2: Write a 1-sentence Research Statement ..read more

5/5 - (1 vote) Before we start, feel free to listen to my video on this topic of building wealth using leverage instruments as an average income earner: Disclaimer: Nothing in this post or any other Finxter material is financial advice. Significant returns often involve significant risks. How Much Can You Save on a Normal Gov Salary? A Few Words on GOOG stock To deep dive into my current views on Google, check out this article on the Finxter blog: Google Making Billions of AI – The Investment Case for Alphabet Strategy 1: Accumulate Google Shares Year GOOG Income Savings Cum ..read more

5/5 - (1 vote) Check out the video right here: Weakness 1: Gigantic Competition From Tech Leaders NVIDIA: Top 10 Competitive Advantages Weakness 2: Stock Overvaluation Weakness 3: AI Chips – Source of Money Flows From Investors Not Users Weakness 4: Raw AI Compute Will Get Commoditized Weakness 5: AGI Democratizes Chip Design Weakness 6: Exploding Unit Sales Meet Imploding Prices for AI Training Weakness 7: Money Will Be Captured by AI Applications Not Infrastructure Weakness 8: Quantum Computing Weakness 9: Regression Toward Mean Join Us! Free email newsletter: https://blog.finxt ..read more

5/5 - (1 vote) A decade ago, AI systems struggled with image classification, language comprehension, and math problems. Today, advanced systems like GPT-4, Gemini, and Claude 3 exceed human performance on benchmarks and can generate fluent text, process audio, and explain memes. In 2023, AI’s rapid progress saw the release of numerous new large language models, with two-thirds being open-source. Notably, Gemini Ultra reached human-level performance on the MMLU benchmark, and GPT-4 achieved a 0.96 mean win rate on the HELM benchmark. Despite a decline in global private AI investment ..read more

5/5 - (1 vote) Legend: Player A: Red Player B: Blue Player C: Green Player D: Yellow Food: Orange Navigation: Move Up: ‘u’ Move Down: ‘d’ Move Left: ‘l’ Move Right: ‘r ..read more