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Mαrkets ∞ Mαyhem Profile picture
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28 Apr, 5 tweets, 3 min read
If you aren't familiar with $GSIT and their in-place associative computing platform, take a look. The applications for this tech are limitless: AI/ML, automation, facial recognition, full self-driving, search, data analytics, and robotics to name a few.

gsitechnology.com/APU
ElasticSearch + $GSIT = win.

Convergent technological innovation within search software and search acceleration hardware make billion scale ElasticSearch possible, and GSI Technology's platform can make a big difference.

This is very positive news.

🖱️ embedded.com/converging-tec…
$GSIT's APU can also accelerate drug research!

GSI integrated their Python API into the Weizmann Institute’s existing cheminformatics platform (BIOVIA Pipeline Pilot) and replaced the search component in it w/a search component that runs on GSI’s APU.

🖱️ gsitechnology.com/sites/default/…
Learn more about the potential of the $GSIT Gemini APU image search capabilities with this webinar from GSI Technology. A good primer that covers just one area of the processor's potential in acceleration of search applications.

🖱️ gsitechnology.com/sites/default/…
Then take some time to drill in to the core technology behind $GSIT's Gemini APU with this whitepaper. Informative at a high level, but also technically detailed if you are so inclined.

🖱️ gsitechnology.com/Gemini-APU-Ena…

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Mαrkets ∞ Mαyhem Profile picture
28 Apr
This is not a normal stock market.

Having stocks double, triple, and quadruple in days, weeks or months is not how price discovery should work.

But when we factor for extreme front-loading of QE and rate cuts last year during the COVID crash, this is a natural reaction.

1/X 🧵 Image
First have a look at the Fed's balance sheet. Notice that enormous gap up? That's where trillions were injected all at once, followed by $120B/month of QE (jagged, slower rise up).

After GFC it took *years* to reach trillions, during COVID crash saw trillions enter in days.

2/x Image
As we can see in the NYSE/FINRA margin debt chart below, the trajectory of margin debt was compressed and parabolic similar to that of monetary policy, as were upward price revisions of the S&P 500 (and just about any other US/world stock index).

3/x
🖱️ yardeni.com/pub/stmkteqmar… Image
Read 10 tweets
Mαrkets ∞ Mαyhem Profile picture
6 Mar
Some lessons I learned (or relearned) the last few weeks:

1) Keep more dry powder available than you think you need. There's always a sale somewhere.

2) Watch both index and individual stock technicals when opportunistically allocating or removing funds to maximize value.
3) When one feels certain about an opportunity, that may be when it is appropriate to be the least certain. Always double check: technicals, valuation, investment thesis, and allocate methodically. Any position can lose value, but sales are a good thing if cash is available!
4) Keep a shopping list, and keep capital set aside to buy some of the stocks on that list if they reach your price objective. No FOMO, though. Disciplined and opportunistic purchasing during drawdowns is deal.

5) Similarly, keep a sell list. Set price targets for positions.
Read 10 tweets
Mαrkets ∞ Mαyhem Profile picture
4 Mar
Bull markets climb walls of worry...

They do not go straight up, they gyrate through periods of volatility. Both up and down.

What we are seeing in this young bull market is the first major challenge to it since September of 2020 (when the NASDAQ was extremely overbought).
There are no crystal balls, but from what I can see this bull market in US equities is not beginning to end, but instead it is simply the end of the beginning.

That is to say, we are graduating to the next phase.

What comes next depends on what central banks do next.
What I believe is the most likely path forward is an effort to control longer dated maturities' yields by selling shorter dated maturities to fund buying them.

This is referred to as "yield curve control", and the Fed did this when it engaged in Operation Twist.
Read 11 tweets

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