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X @Ansem 🧸💸
Ansem 🧸💸· 2025-06-26 23:33
RT Jeff Dorman (@jdorman81)@Shakazulu117 More sticky investor base led by group think valuations… versus crypto led by exchanges, MMs & OTC dealers who purposefully deceive you into thinking BTC, memecoins & Layer 1s are the same as cash flow producing companies with tokens ...
Getting Started with LangSmith (3/6): Datasets & Evaluations
LangChain· 2025-06-25 01:05
- Code: https://github.com/xuro-langchain/eli5 - Learn more about LangSmith: https://www.langchain.com/langsmith/?utm_medium=social&utm_source=youtube&utm_campaign=q2-2025_onboarding-videos_co - Get started with LangSmith for free: https://smith.langchain.com/ - Docs: https://docs.smith.langchain.com/ ...
July Members Engagement Meeting
GuruFocus· 2025-06-19 14:41
During the meeting, Dr. Tian will share how users can take advantage of GuruFocus features to find good investment opportunities in the market. He will discuss market valuations, GF Score, DCF Models, and other key topics. He will also answer questions from GuruFocus members about the site, different features, the market or investment philosophies/strategies. We hope you will join in to learn how to get the most out of your membership. ...
No Code LangSmith Evaluations
LangChain· 2025-06-18 15:10
Hey, this is Lance from Lang Chain. Evaluations are one of the most important ways to build effective agents. And we wanted to lower the barrier to entry so that anyone, not just developers, can very easily run evaluations on agents that you're building. So, we've recently added the ability to run evaluations on Langraph agents directly from Langraph Studio.This is an agent, Opend Research, that we've developed over the past few months. It's a very popular repo and many people use it. Some of the people tha ...
Equity valuations aren't discounting an earnings miss, says Trivariate's Adam Parker
CNBC Television· 2025-06-16 19:42
With stocks less than 2% from new highs, will the wall of worry prove too insurmountable or not. Let's ask Adam Parker. He is Tvariat founder and CEO, a CNBC contributor as well.It's good to see you. Thanks for having me. The the last time you were on, you gave us notes, reasons and ways to get defensive in the market.Now, you've given us four ideas to get to for for offense. And you say you got push back from some of your clients who asked why would we get defensive if the price momentum and everything els ...
Databricks CEO on evaluating AI agents
CNBC Television· 2025-06-12 14:45
What is a bottleneck perhaps that CEOs, CIOS, executives aren't talking enough about. Yeah, I would say this thing that we call evaluations or benchmarks like it doesn't matter if the agent can crush it at programming contests or you know do math Olympiad really well and it's smarter than us in math. We wanted to do a specific job at the company.How do we know how it's doing. That's called evaluations or benchmarks. So that's what we focused on when we launched agent bricks and it's a way to do agent learni ...
Life Time Group Holdings: Tailwinds From Higher Rates And Center Utilization
Seeking Alpha· 2025-05-13 20:28
Amid a sudden rebound back into what feels like bull market territory, investors should continue to be very mindful of stretching valuations. One of the major reasons that the markets fell so sharply following tariff announcementsWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor ...
Tyler Technologies: Momentum Is Evaporating For This Expensive Stock
Seeking Alpha· 2025-04-27 03:28
Group 1 - The article emphasizes that despite the White House's willingness to de-escalate trade conflicts with China, investors should remain cautious due to heightened market volatility and high valuations [1] - Gary Alexander, with extensive experience in technology and startups, provides insights into current industry themes and has been a contributor to Seeking Alpha since 2017 [1]
April Members Engagement Meeting: Insider Trends, GF Score, GF Value and DCF
GuruFocus· 2025-04-03 07:10
During the meeting, Dr. Tian shared how users can take advantage of GuruFocus features to find good investment opportunities in the market. He discussed how users can view insider buy-to-sell ratio trends to uncover potential market bottoms. He also explained how valuation works, including the GF Score, GF Value, DCF, reverse DCF, and valuation correlations. We hope you learned how to get the most out of your membership. Please like, subscribe and comment below! --------------------------------------------- ...