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 fine-tune DeepSeek-R1 (distilled Llama) 100% locally: ...

[Musique] Bonjour à tous, je m'appelle Owan Myran. Je suis doctorant en intelligence artificielle spécialisé dans la détection de deep fake audio et vocal. My trend.I'm a PhD student in artificial intelligence specialized in audio deep fake detection. Xin chào tất cả mọi người. Mình tên là Hoàng Mỹ Tr hiện tại mình đang là nghiên cứu sinh ngành trí tuệ tạo và đặc biệt là nghiên cứu về defect giọng nói venez d'entendre les trois enregistrements de ma voix ou peut-être pas.À votre avis, est-ce que c'était bie ...

Core Insights - Chevron Corporation is focusing on the Gulf of America (GOA) for its production growth, targeting 300,000 net barrels of oil equivalent per day (BOE/d) by 2026, a 50% increase from 2020 levels [1][10] - The company is utilizing new technologies and operational experience to enhance efficiency and reduce emissions in deepwater resource extraction [2][3] Production Developments - The Ballymore asset is expected to produce approximately 75,000 barrels per day once fully operational, while the Whale project aims for 100,000 BOE/d at peak production [1] - The Anchor platform, operational since August 2024, is designed for extreme conditions and has an estimated resource base of 440 million barrels of oil-equivalent [2] Strategic Approach - Chevron is implementing updated project models to lower costs and extend the operational life of its fields, exemplified by the Tahiti platform, which has produced over 500 million barrels since 2009 and could continue into the 2040s [3] - The focus is on smarter drilling practices, emphasizing efficiency and low-carbon intensity output [3] Competitive Landscape - Shell plc is the largest operator in the GOA, known for its advanced technology and sustainability efforts, achieving a 40% reduction in methane emissions since 2016 [4] - BP plc is also a significant player in the GOA, with plans to invest $7 billion through 2025 to exceed 400,000 BOE/d by the end of the decade [5]

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .I didn't predict the war between Iran and Israel, and I also did not predict the severity of the trade war. However, I was right about markets struggling with negative headlines and the fact that both rates and inflationAnalyst’s Disclosure:I/we have a beneficial long position i ...

正如DeepSeek一度动摇美国AI主导权，"DeepSeek时刻"作为形容源自中国的创新颠覆世界产业 结构和主流技术的瞬间在全球股市成为话题。继AI产业之后，中国的另一行业也正在发生 DeepSeek时刻…… "DeepSeek时刻"这一说法正在全球股市成为话题。1月，中国新兴企业深度求索（DeepSeek） 开发的低成本生成式AI（人工智能）问世，动摇了美国对AI的主导权。DeepSeek时刻正是用来 形容源自中国的创新颠覆世界产业结构和主流技术的瞬间。 继AI产业之后，正在发生DeepSeek时刻的是生物医药行业。5月，美国辉瑞（Pfizer）宣布与中 国三生制药签署了癌症治疗药开发和生产的独家授权协议。美国有代表性的制药企业依赖中国企 业技术的情况被认为是象征DeepSeek时刻的案例。 在约70年前的1957年，前苏联成功发射了历史上第一颗人造卫星，给美国带来冲击。后来成为美 国总统的巴拉克·奥巴马为了强调研发和教育投资的重要性，根据第一课人造卫星的名字，将相关 状况表述为"斯普特尼克时刻'(Sputnik moment)"。 在机器人和量子计算机等领域，中国同样在磨练技术。投资者之所以关注"Dee ...

策 略 研 究 华福证券 三主题走出突破形态 团队成员 投资要点： 策 略 定 期 报 告 主题投资数据库旨在筛选优秀量价形态的主题机会，把握热门主题的 见顶节奏、龙头股的调整程度。在 3/9 发布的《主题投资的下半场决胜法 则》中，我们构建了主题投资的数据追踪体系。我们专注于 2 方面：1）4 种形态量化筛选，高赔率的主题机会；2）构建交易热度指标，把握热门主 题的见顶节奏，并最新增加了龙头股的调整程度观察。后续，我们将定期 更新主题投资数据体系。我们希望通过这种偏量化的方式，给予投资者更 客观的参考，把握住主题投资的行情节奏。 三主题走出突破形态。本期走出见底、突破、主升、加速的主题指数 数量分别有 0、3、1、0 只。其中，3 只突破形态的主题指数，行业分别为 交通运输、计算机、国防军工，1 只主升形态的主题指数来自电子行业。 人形机器人、Deepseek 主题交易热度继续回落，对应龙头股收盘价仍 低于 MA60 的位置。我们对人形机器人、Deepseek 主题进行交易热度的监 控，并且观察龙头股的调整程度。其中，人形机器人的交易热度回落至 52%， 长盛轴承的收盘价高于 MA60 的幅度为-13.1% ...

Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...

Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...

Imagine you had an evil twin. Not just someone who looks like you, but someone who could speak with your voice, mimicking your mannerisms exactly fully, even those who know you best. It's an unsettling idea.But this isn't just a thought experiment. Let me take you back to January 2024. finance worker at a large multinational design company receives an email from the chief financial officer of the company inviting them to a Zoom call.I think we've all experienced something like this before. Now on this Zoom ...

Industry Overview - The Zacks Oil and Gas - Drilling industry includes companies providing rigs and services for oil and natural gas exploration and development, with operations both onshore and offshore [2] - Drilling for hydrocarbons is capital-intensive and technically challenging, primarily influenced by contracting activity rather than oil or gas prices [2] - Offshore drilling companies exhibit higher volatility compared to onshore counterparts, with their share prices more closely correlated to oil and gas prices [2] Current Challenges - The industry is facing significant challenges due to contracting delays, soft gas prices, and macroeconomic uncertainty, leading to a Zacks Industry Rank of 235, placing it in the bottom 4% of 245 Zacks industries [1][7] - Earnings estimates for the industry have declined sharply, with a drop of 85.2% for 2025 and 51.7% for 2026 over the past year, indicating a negative outlook [9] - The industry has underperformed compared to the broader Zacks Oil - Energy sector and the S&P 500, with a decline of 38.6% over the past year versus a 2.1% increase in the sector and a 9.1% gain in the S&P 500 [11] Market Trends - Macroeconomic uncertainty is causing hesitation in customer decision-making, slowing the pace of tenders and contract awards, and making near-term earnings visibility difficult for drillers [3] - There are concerns about premature rig reactivation leading to oversupply, particularly in deepwater segments, which could undermine pricing power and margins [4] - Despite short-term challenges, long-term demand for deepwater drilling is expected to grow, with forecasts indicating a 40% increase in investment by 2030, supported by large undeveloped reserves and major project approvals [5] Company Highlights - **Transocean Ltd. (RIG)**: Reported contract drilling revenues of $906 million in Q1 2025, an 18.7% increase year-over-year, with a market capitalization of $2.9 billion and a projected earnings growth of 123.1% for 2025 [18] - **Patterson-UTI Energy (PTEN)**: Generated $51 million in adjusted free cash flow in Q1 2025, with a market capitalization of $2.5 billion and a dividend yield of nearly 5% [21] - **Precision Drilling Corporation (PDS)**: Canada’s largest drilling rig contractor, with a market capitalization of $687.3 million, has seen its earnings estimate for 2025 increase from $3.84 to $4.13 per share in the past 60 days [24]