Discover and read the best of Twitter Threads about #Edge

Most recents (5)

If you can't make it to the TensorFlow Dev Summit this week, you can still follow along on the live stream. The agenda for the day is at, tensorflow.org/dev-summit/age…. #MachineLearning #TFDevSummit #TensorFlow
…the official #GoogleCoral announcement is now up on the @GoogleDevs blog, developers.googleblog.com/2019/03/introd…. Full details of @Google's new #EdgeTPU hardware in my piece for @HacksterIO. #MachineLearning #Edge #IoT #TFDevSummit blog.hackster.io/say-hello-to-g…
I've been sitting on this for months. Say "Hello" to the @SparkFun Edge, sparkfun.com/news/2886. More soon. #TensorFlow #IoT #Edge #TFDevSummit
Read 6 tweets
Takeaways from @Dell financial call today... Dell is taking share across the board...will do $90-$92B in revenue this fy. Setting up for tough compare for next year. Dell citing favorable spending environment, assumptions are 2X GDP for IT spend...
Dell citing attractiveness of 1-stop shopping (end-to-end - edge->core->cloud) I surmise their cloud is VMware with AWS...Since EMC transaction, Dell is posturing as a much more strategic supplier than either Dell or EMC was as an independent company.
new sales comp plans implemented by Dell - @JClarkeatDell fingerprints seen on the enterprise storage biz which he took over about 1 yr ago. Storage was sucking wind post EMC transaction & is now gaining share. I think IDC numbers coming out soon showing Dell EMC gains
Read 16 tweets
1/n
A lot of chatter on my TL about the #edge in #OptionsTrading, specifically #OptionSelling.
A lot of good information but some mis-information being spread as well.

A #thread.
2/n
First off, #OptionSelling by itself is NOT an edge.

Simply by selling an instrument that decays in value over time, doesn't give one an edge towards profit. It is accompanied by short gamma and rising #volatility working "against" you.

#OptionsTrading
3/n
The #volatility #edge or premium expresses itself when the underlying moves "less" than the move that is priced in the options.

#OptionsTrading
Read 17 tweets
Graham Doddsville Winter 2018
Cooperman bashing Ackman ($ADT)
Sequoia on $GOOG, $CACC
Vulcan Value on $ORCL
Oasis on activism in Japan/China
Pitches: Staples 2025 bond, $FLT, $FDC

www8.gsb.columbia.edu/valueinvesting…
Cooperman: don't talk about your shorts (we'll let the last sentence slide)
Cooperman: clear ex-ante expectations. Analysts won't take a loss by themselves
Read 8 tweets

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