Market Trends & Trade Developments - Trade developments are being taken in stride by the markets, with a focus shifting towards earnings, the Federal Reserve, and jobs reports [2][1] - Uncertainty remains a key characteristic of the market, but trade deals are progressing, earnings are strong, and consumer spending is holding up [3] - Overall earnings are broadening out, which is healthy for the marketplace [7] Investment Strategy & Opportunities - Investors need a strategy in an uncertain market [2][3] - Strategy should involve keeping cash and locking in higher rates before the Federal Reserve potentially lowers interest rates in the latter half of the year [4] - Healthcare sector has been lagging year-to-date, potentially representing a value play [6] - AMD is highlighted as a pick due to its upside potential in the AI trade [7][8] Company Performance & Analysis - UnitedHealth Group (UNH) reported earnings of $48 per share, which was $0.40 below estimates, with revenue slightly ahead of estimates at $1116 billion (111.6 * 10^9) [5] - Despite missing on EPS, UNH stock is moving higher, possibly indicating a bottoming in the healthcare sector [5][6] - AMD increased the pricing of its MI350 chip (rival to Nvidia's Blackwell) by 67%, from $15000 to $25000, indicating strength in the AI space [8][9]

RT ⱤΣ 🔗 (@RareHills)Don’t over complicate the strategy.Buy and hodl #USELESS coin. ...

ETH Enters the Era of "Strategy"Ethereum co-founder & Sharplink Gaming (SBET) chairman Joe Lubin discussed Ethereum's "Strategy-like" institutionalization trend in a Bankless interview.Source: https://t.co/b2DyGkTJtv https://t.co/UX5rEFT1I1 ...

JUST IN: Michael Saylor's 'Strategy' buys 6,220 Bitcoin worth $734,270,938. ...

Model Reasoning and Applications - Reasoning unlocks new language model applications, exemplified by improved information retrieval [1] - Reasoning models are enhancing applications like website analysis and code assistance, making them more steerable and user-friendly [1] - Reasoning models are pushing the limits of task completion, requiring ongoing effort to determine what models need to continue progress [1] Planning and Training - Planning is a new frontier for language models, requiring a shift in training approaches beyond just reasoning skills [1][2] - The industry needs to develop research plans to train reasoning models that can work autonomously and have meaningful planning capabilities [1] - Calibration is crucial for products, as models tend to overthink, requiring better management of output tokens relative to problem difficulty [1] - Strategy and abstraction are key subsets of planning, enabling models to choose how to break down problems and utilize tools effectively [1] Reinforcement Learning and Compute - Reinforcement learning with verifiable rewards is a core technique, where language models generate completions and receive feedback to update weights [2] - Parallel compute enhances model robustness and exploration, but doesn't solve every problem, indicating a need for balanced approaches [3] - The industry is moving towards considering post-training as a significant portion of compute, potentially reaching parity with pre-training in GPU hours [3]

RT goodalexander (@goodalexander)I increasingly have a view about talking to AIYou shouldn’t do it without a plan. When you’re coding - you’re using AI to solve something. But most ppl are just chatting. And now the AI companies cranked the agreeable-ness to 100 so they get more usageThere was a brief period where they didn’t do this but it’s ultimately more profitable to serve engagement slop if your monetization model is ads (which is inevitable at scale). There have been papers published recently about “ ...

🔥 BULLISH: Michael Saylor’s Strategy hits a new all-time high market cap of over $127 billion. https://t.co/LbkuLZnI1l ...

Indian diplomats and strategists take pride in being unshockable, remaining coolly transactional whatever the world throws at them. But since Donald Trump’s return to office, its elites are off-kilter https://t.co/tzbNGQGYo1 ...

I quit. I bet each and every one of you has said that at some point or at least wanted to say it. It feels so good, doesn't it.So decisive and in control. But then it turns out more often than not we second guess ourselves and continue to do the thing that we wanted to stop or end or quit. But why.Well, we've all heard it. Winners never quit and quitters never win. But is quitting really the opposite of winning.What if it's just a great strategy to know when to walk away if something isn't serving you. Psyc ...

What are we hearing from the BRICS nations on the tariffs that Trump is suggesting. Well to begin with, I mean, there is a reference to tariffs and, you know, tariffs, unilateral tariffs that is upending global trade, that finds mention in the BRICS leader's declaration. It doesn't, of course, mention the United States, but it just says that tariffs are unilaterally imposed.Tariffs are creating problems, headwinds for developing nations in the global South. That is one mention that is. But having said that, ...