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The article predicts that due to a surge in AI agent demand, high-end CPUs will experience a structural shortage within 2-3 quarters, leading to significant price increases, similar to the storage market trend in 2026.
A tweet critiques a viral thread that resells a free Stanford lecture on neural networks as a secret trading framework, highlighting that real expertise lies in handling distribution shifts, not the math itself.
This tweet shares internal information about Samsung's 2026 profit forecast and tight memory supply at SK Hynix.
Two Sigma's AI head publicly shared how their $60 billion fund uses large language models to predict market prices. The fund hasn't lost money in over twenty years, and its AI application approach is worth attention.