Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions [3]. Group 1 - The analysis is intended for informational purposes and should not be considered professional investment advice [3]. - There is a clear disclaimer regarding the lack of stock or derivative positions in the companies mentioned, indicating no immediate plans to initiate such positions [2]. - The article expresses the author's personal opinions and does not reflect the views of Seeking Alpha as a whole [4].

Major US banks like Citi and Capital One are outsourcing to H-1B middleman firms which game the visa lottery system to hire thousands of lower paid workers. https://t.co/DkdWyA1nib ...

Core Insights - The article highlights the investment strategies and achievements of Paul Franke, a seasoned investor with 39 years of trading experience, emphasizing his contrarian stock selection style and algorithmic analysis for identifying investment opportunities [1]. Investment Strategy - Paul Franke developed a system called "Victory Formation," which focuses on supply/demand imbalances indicated by specific stock price and volume movements [1]. - The strategy recommends investors to maintain a diversified portfolio of at least 50 well-positioned stocks and to use stop-loss levels of 10% or 20% on individual investments to enhance market outperformance [1]. Focus Areas - The "Bottom Fishing Club" articles target deep value candidates or stocks showing significant positive technical momentum reversals [1]. - The "Volume Breakout Report" articles analyze positive trend changes supported by strong price and volume trading actions [1].

Core Insights - The previous investment stance on Worthington Enterprises, Inc. (NYSE: WOR) was a hold rating due to concerns over earnings growth amid macroeconomic weakness and declining steel prices [1] Group 1: Company Analysis - The 4Q25 results indicated some performance metrics that may influence future investment decisions, although specific details were not provided [1] - The investment strategy focuses on long-term investments while also considering short-term opportunities to uncover alpha [1] - The approach is centered on bottom-up analysis, assessing the fundamental strengths and weaknesses of individual companies [1] Group 2: Investment Strategy - The investment duration is medium to long-term, aiming to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]

Group 1 - The article introduces a new contributing analyst, Infinity Curve, who focuses on investment ideas and encourages submissions from other investors [1] - The analyst emphasizes a disciplined, research-driven approach to investing, inspired by legendary investors, and specializes in technology sectors, particularly software and semiconductors [2] - The investment strategy involves identifying companies with scalable models and durable competitive advantages, focusing on long-term value rather than short-term trends [2] Group 2 - The analyst expresses a belief that investing success is a nonlinear process influenced by market cycles and requires constant recalibration [2] - There is a disclosure indicating that the analyst may initiate a long position in ASTS within the next 72 hours, reflecting a potential investment opportunity [3] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not represent the platform as a whole [4]

外谨慎，仅根据实际生产需求补充库存。消费淡季，去库存速度缓慢，旧作基本面变化较小，短期价格震 数据来源第三方(wind、同花顺、棉花信息网、棉花协会网)，观点仅供参考。市场有风险，投资需谨慎！ 荡。近期全疆大部处于现蕾开花期的棉花存在不同程度高温热害风险，持续关注主产区新季棉花生长情况 研究员: 张昕 期货从业资格号F03109641 期货投资咨询从业证书号Z0018457 对盘面影响。 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 棉花(纱)产业日报 2025-06-23 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 ...

Scientific Rigor and Progress - Scientific progress is not always linear, and inertia within the scientific community can hinder the adoption of new ideas, even with sound methodology [8][18] - Questioning assumptions is crucial for scientific advancement, as illustrated by historical examples in physics and rat experiments [9][16] - Oversimplification of science is a common pitfall, and publishing both successful and unsuccessful results is important for transparency and learning [18][35] AI Development and Hardware - The "hardware lottery" suggests that the best research ideas in AI don't always win due to various factors, including hardware limitations and existing paradigms [22] - Large Language Models (LLMs) can create inertia by reinforcing existing practices, such as the dominance of Python, making it harder for new programming languages to gain adoption [23][24] - GPUs addressed the von Neumann bottleneck of CPUs by changing the ratio of bytes loaded to floating-point operations executed, enabling significant performance improvements in AI [21] Exo's Solution and Research - Exo is developing an orchestration layer for AI that runs on different hardware targets, aiming to provide a reliable system for managing distributed devices in ad hoc mesh networks [25] - Exo models everything as a causally consistent set of events, creating a causal graph to reason about the system and ensure data consistency across distributed systems [26][27] - Exo's technology enables the efficient utilization of diverse hardware, such as combining Nvidia Spark (high compute) and Studio (high memory bandwidth) for LLM generation [28][29] - Exo is researching new optimizers that are more efficient per flop than Adam but require more memory, leveraging the memory-to-flops ratio of Apple silicon [31][32][33]

Nationally ranked stock picker for 30 years. Victory Formation and Bottom Fishing Club quant-sort pioneer.....Paul Franke is a private investor and speculator with 39 years of trading experience. Mr. Franke was Editor and Publisher of the Maverick Investor® newsletter during the 1990s, widely quoted by CNBC®, Barron’s®, the Washington Post® and Investor’s Business Daily®. Paul was consistently ranked among top investment advisors nationally for stock market and commodity macro views by Timer Digest® during ...

APTN lumi, powered by Kaltura’s end-to-end Cloud TV platform, features the largest collection of Indigenous-language contentNew York, June 16, 2025 (GLOBE NEWSWIRE) -- Kaltura (Nasdaq: KLTR), the AI Video Cloud, today announced that it has partnered with Canadian television network APTN (Aboriginal Peoples Television Network) to power APTN lumi, a streaming service that delivers content to Indigenous communities across Canada and the globe. APTN is dedicated to sharing Indigenous perspectives, stories, a ...

I teach high school social studies. So, I want everyone to try a little thought exercise with me. Close your eyes. Good. Now, imagine that you're back in your least favorite class. I know, right? Imagine the teacher, the room, your classmates, and think back to just exactly why you didn't like that class in the first place. Was it because you just didn't understand the material? Was it because you felt helpless, frustrated, even? All right, open your eyes now. Hopefully, they didn't hurt anyone. When I see ...