Oh, it's a great question. Um, you know, I'm trying to think what do I tell my kids to go to school for. What what should they do.The short answer is I don't know. But what I speculate, anything machine learning, AI, large language models. What happened is back in the day, you were competing over Java, Python coders.They'd come in and you they they were preaching top dollar. Whatever they wanted, you had to give it to them. Now, with AI, it will code in any language you want.And so, you can be much more uh ...

Core Viewpoint - The unusual buying activity in Reddit Inc. stock, particularly through call options, indicates significant interest from large investors, suggesting a potential upside for the stock as it approaches its expiration date [1][3][8]. Group 1: Stock Performance and Market Position - Reddit's stock currently trades at $133.92, which is 58% of its 52-week high of $230.41, indicating a substantial "catch-up" potential [10]. - The market capitalization of Reddit is $24.7 billion, making it a smaller player compared to its technology peers [10]. - Analysts have set a 12-month price target for Reddit at $139.35, representing a 4.05% upside from the current price [11]. Group 2: Options Activity and Investor Sentiment - As of mid-June 2025, there were 87,739 call options purchased for Reddit stock, suggesting a multi-million-dollar bet on the stock's rise [8]. - A decline of 8.1% in Reddit's short interest over the past month indicates bearish capitulation, as short sellers are exiting their positions due to perceived upside potential [13]. - Analyst Alan Gould from Loop Capital has reiterated a Buy rating for Reddit, with a valuation target of $200 per share, indicating a potential 50% upside [14]. Group 3: Business Model and Industry Context - Reddit is recognized as a significant player in the technology sector, particularly in the context of artificial intelligence, due to its user-generated content [4][5]. - The platform's restrictions on sales and marketing content lead to more organic language, which is valuable for training large language models [6]. - The business model of Reddit is considered stable and self-sustainable, making it a safe haven for investors amid geopolitical and economic conflicts [7].

Healthcare Challenges & Opportunities - AI in healthcare aims to augment human intelligence, not replace it, utilizing technologies like machine learning and natural language processing [4][5] - The healthcare industry faces challenges including information overload, clinician burnout, and wasteful spending, with 20% of costs considered wasteful and significant expenses related to billing and administration [8][10][11] - AI can improve diagnosis using image recognition, reduce documentation burden through automated note-taking, and enhance hospital flow by triaging patients and allocating resources [12][13][15] AI Adoption & Concerns - AI adoption in healthcare follows the Gartner hype cycle, with image recognition already productive but disease treatment and behavioral health still facing inflated expectations and disillusionment [6][7] - There is existing bias against AI-generated medical advice, with people finding it less reliable and empathetic compared to advice from human doctors [16][17] - Legal and ethical questions arise regarding data ownership, liability for incorrect AI advice, and potential loss of trust in manual processes due to AI involvement [18][19] - Bias can be built into AI systems through problem selection, data collection methods, and inherent assumptions, potentially leading to skewed outcomes [21] Future Vision - The future vision involves AI-powered wearable devices that can detect health issues, alert emergency services, and transmit vital information to hospitals, improving patient care and outcomes [22][23][24][25]

AI Technology & Innovation - The cost of innovation is collapsing, marking a hugely important era that will transform lives [1] - Large language models (LLMs) are the most disruptive technology in history, but they are prone to errors, hallucinations, and uncertainty [1][2][6] - Harmonic is developing a mathematical superintelligence, an AI that can solve math problems exceeding the level of advanced mathematics researchers, to accelerate progress in science and technology [4][5] - Sandbox AQ focuses on large quantitative models (LQMs) trained on numbers and data, impacting 80% of the economy and driving innovation [11][12] Investment & Market Opportunities - There are two ways to invest in the AI future: focus on private AI companies or invest in public hyperscalers like Amazon, Microsoft, and Google [15][16] - A more fruitful approach may be to analyze industry-by-industry to identify AI winners and losers in sectors like pharmaceuticals, energy, telco, and financial services [17] - Winners embracing AI and laggards not embracing AI fast enough will see billions of dollars of market cap difference [18] Business Applications & Commercialization - Large language models (LLMs) can cut costs, potentially saving companies $10 million to $20 million annually on customer service from a $30 million cost base [12] - Large quantitative models (LQMs) are creating new products and billions of dollars of new revenue, primarily in B2B applications [13] - Sandbox AQ is working with Sanofi (a top 10 pharma company) and Aramco to advance life-saving medicines and upvalue hydrocarbons, respectively [14] - Investors should look for AI applications with clear business cases, such as accounting, taxes, drug discovery, and risk evaluation [22] Risk & Limitations - Large language models (LLMs) are often very confident but can be incorrect, with few controls over hallucinations, hindering adoption in mission-critical industries [6][7] - Any AI system will make mistakes, and investors must ensure that these mistakes do not bankrupt the company [23] - Harmonic closed a $75 million Series A funding round led by Sequoia Capital [8]

If you found it insightful, reshare it with your network.Find me → @_avichawlaEvery day, I share tutorials and insights on DS, ML, LLMs, and RAGs.Avi Chawla (@_avichawla):Let's build an MCP server (100% locally): ...

Uh hello everyone. So today I will be talking about AI and sustainability. So let me give you a brief introduction about myself.I've been in education and AI industry from past 10 years. One of the major thing that I have noticed in my life is that no matter how fast you go, there is always innovation happening faster than your rate of learning. Now let me explain that in terms.If I suddenly woke up today and start looking at uh what these large language models are doing, I will be shocked. It would appear ...

Core Insights - The hybrid cloud storage market is emerging and rapidly evolving due to the need for efficient data management and unification [2][4] - The market generated approximately $100 billion in 2024, with a projected compound annual growth rate (CAGR) of about 16% over the next six years [4] Industry Overview - Businesses are increasingly adopting hybrid cloud storage solutions to manage costs, ensure performance, and support sustainability goals [1] - A full solution is deemed necessary to support multimodal AI applications that utilize diverse datasets [3] Market Dynamics - Few vendors currently offer comprehensive solutions that support unified data across multiple storage formats and types [2] - The market opportunity is expected to grow significantly, especially with the acceleration of AI adoption and the development of large language models (LLMs) [4] Companies to Watch - Key players in the hybrid cloud storage market include Cloudian, CTERA, Hammerspace, LucidLink, Nasuni, NetApp, Panzura, and Peer Software [7]

Core Insights - Nvidia has shown remarkable growth, with a 740% increase over the past three years, significantly outperforming the market [1] - The stock is considered a strong investment opportunity, with potential for further growth even if it does not replicate past performance [2] Performance Overview - Nvidia's sales surged by 69% year-over-year in the first quarter of fiscal 2026, with earnings per share (EPS) at $0.81, despite a $0.15 impact from U.S. policy affecting shipments to China [7] - The company has a dominant position in the AI chip market, holding an estimated 70% to 95% market share, which positions it well for future growth [11] Technological Advancements - The demand for powerful chips is driven by advancements in generative AI, with Nvidia continuously developing new technologies, including the upcoming Rubin model in 2026 [10] - As large language models (LLMs) evolve, they are moving towards reasoning capabilities, which enhances their effectiveness and increases the need for Nvidia's chips [9] Market Valuation - Nvidia's stock is currently trading at 25 times next year's earnings estimates, suggesting room for price appreciation without becoming excessively expensive [12] - The stock trades at a premium valuation of 23 times trailing-12-month sales, indicating high expectations for growth [13] Growth Potential - To double its stock price over the next five years, Nvidia would need to achieve a compound annual growth rate (CAGR) of 15%, which is deemed achievable given its current performance and market opportunities [14] - There is a strong possibility that Nvidia could double its stock price even sooner than five years, considering its growth trajectory and market position [15]

LLM Architectures - The report compares Transformer and Mixture of Experts (MoE) architectures in Large Language Models (LLMs) [1] - The report provides clear explanations and visuals to illustrate the differences between the two architectures [1] Focus - The report focuses on explaining Transformer and MoE architectures in LLMs [1]

It was this week that WWE DC left us hanging on theory and you bring us some clarity. That's exactly right. So they did not talk about Siri features pretty much at all at WDC, other than to say they're still delayed and they'll be arriving in the coming year.So I looked into it and the new launch time frame is likely going to be as part of what will be known as iOS 26.4% and that it's currently scheduled for the spring time next year. So around March, April. And this will deliver the delayed Siri features.T ...