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@unusual_whales

https://twitter.com/ProfitsTaken/status/1465794806341373959

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Peter Tarr

@ProfitsTaken

Dec 28, 2024

How Quantum computing could revolutionize AI and why you want long portfolio investment exposure to Quantum Computing stocks 🧵

1. Faster Upgrades (Processing of Large Datasets)

Quantum computers could process the massive datasets used to train LLMs (such as @grok or ChatGPT) much faster due to their ability to perform operations on many data points simultaneously through superposition.

This could dramatically reduce training times from weeks or months to potentially hours or days, allowing for more frequent updates and iterations of models.

In short, the rate at which systems like @xai or @Grok could improve would increase dramatically. That would generate heavy demand from all existing AI LLM players.

2. Quantum Computer Producers are Insulated From Competition ( $GOOGL being one such name )

Like most businesses, production and manufacturing is critical. That puts companies on somewhat of an island for those who are leading in the development and production of Quantum computing. $GOOGL is one major name in the marketplace. This isn't a simple process that can be replicated overnight. There won't be any TEMU quantum computers popping up. Similar to what we see with $NVDA and a handful of other players ( $TSM and company) in the semiconductor space who produces GPUs.

3. Optimization of Neural Network Architectures:

Quantum algorithms like the Quantum Approximate Optimization Algorithm (QAOA) can potentially optimize the structure of neural networks. This might lead to more efficient models with fewer parameters but equivalent or superior performance, thus reducing computational costs and energy use.

In short, Quantum computers stand to make AI far more efficient from an energy and cost perspective. This is currently a big concern as LLMs and AI systems consume a lot of energy.

Read 9 tweets

Peter Tarr

@ProfitsTaken

Jun 6, 2024

JOBS REPORT BOMBSHELL: BLS report suggests Non Farms jobs inflated by apx +720,000 in 2023

- QCEW (Quarterly Census of Employment & Wages) report suggests Non Farm reports were inflated / overestimated by an average of 60,000 per month.

Breakdown:

- The QCEW is reported by quarterly and collects data directly from payrolls. It covers 95% of all US jobs and is collected from 12 million establishments.

- The Non Farm report, on the other hand, is produced monthly. It comes through a "survey" of apx 120,000 establishments. Moreover, it is a survey so it depends on a response rate which has frequently been under 50% of late.

TLDR: QWEC comes from payroll, unemployment insurance tax records info of 12 million establishments (establishment meaning businesses, government). Non Farm is a survey from apx 120,000 establishments.

I published a report earlier this year showing how all non farms reports in a 7 month period were later revised down. This new data aligns with that report and the QWEC is part of what contributes to said revisions as non Farm jobs reports seem to reconcile with QWEC.

A very fair question at this point would be, why after so many consecutive, heavy, revisions down would the Non Farm jobs would not begin adjusting numbers in advance based on QWEC trends vs publishing a hot headline number then revising down later. One could argue methodology. Perhaps the BLS will shed light on that at some point...

Sources:

(RAW data and data tables)
Bloomberg

To any accounts interested or financial outlets, this is worth sharing - feel free to do so and use this data as you wish. No need to credit or retweet this post if not desired. More important information be shared. Feel free to visit sources to verify data @zerohedge @unusual_whales @MSNBC #stockmarketsBLS.gov
BLS.gov
BLS.gov
bls.gov/web/cewdat.sup…
bloomberg.com/news/articles/…

https://x.com/ProfitsTaken/status/1699146004644176046

Two of my previous reports:

- Showing that jobs were consecutively revised down after the fact

- Showing that National Data did not align with state level data
🤝

https://x.com/ProfitsTaken/status/1699146004644176046

https://x.com/ProfitsTaken/status/1756492680144552285

I appreciate that there's a lot of reactions.

My role is in working with data and what I do on X is present data as honestly, clearly and accurately as possible without a political slant.

You can use that to draw your own conclusions, questions or otherwise of course 🤝

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Peter Tarr

@ProfitsTaken

May 19, 2023

twitter.com/i/web/status/1…

⚠️5/19/23 Options Trading Watchlist Ideas✅

$AAPL 175/177.5p < $178.6🍎
$AMD 107/108c > $105.35

Markets are surprising pre debt ceiling, entries are a bit more conservative this week. Respect risk, its 0 DTE on weeklies. Be strategic, no casino YOLO non sense. Flow via… twitter.com/i/web/status/1…

$AAPL hovering near all time highs is more than over extended.

Forgive the tweet formatting. That is not how it is inputted.

Twitter formatting often breaks when you bold font something. You don't see it until its posted and now that I've posted to this thread (a different post) I can't edit it.

Likely bothers me more than anyone else.

Read 6 tweets

Peter Tarr

@ProfitsTaken

Jan 9, 2023

1/9/23 Options Trading Watchlist ✅

$AAPL 125-127p < 133.25
$PYPL 78/80c > $73.55

Conservative start to a data heavy week. Strikes on $AAPL are a range. May adjust, always see 🧵for new ideas. Flow via unusual whales. Please view all imgs! #stocks #optionstrading

No momentum entry ideas yet but watching $AAPL for a possible momentum for a stall to the upside or sooner breakdown.

$AAPL - no momentum entry point yet. See image.
Not nearly enough upside price action to create a good entry. I want high upside opportunity ideas.

There's space for $AAPL to run up towards a better short entry. Not interested in small sideways moves or stalled price action.

Read 6 tweets

Peter Tarr

@ProfitsTaken

Dec 23, 2022

🚨Want My Technical Analysis?

- I'm often asked how my callouts are so accurate so often.

- Want charting and technical education in the future?

➡️Note: I do NOT use TA in a silo. That's non sense. But multiple data pts including TA = accuracy!

Yes? No? Comment Pls! #stocks

🎄🎅

"➡️Note: I do NOT use TA in a silo. That's non sense. But multiple data pts including TA = accuracy!"

Those looking at how I set entries daily, I explain here. No magic and its not 100% TA.

For those who want to understand my TA analysis - coming soon💪

Read 4 tweets

Peter Tarr

@ProfitsTaken

Dec 23, 2022

12/23/22 Options Trading Watchlist ✅

$AAPL 132/133c > $130.25
$AMZN 84/85c > $82.15
$NVDA 150/152.5 < $156.6

Will make adjustments in thread or add momentum entry points. Trade strategically & respect risk! Flow via Unusual Whales. See all images #optionstrading #StocksToBuy

About momentum entries. If you generally struggle or are newer, these may be more difficult to execute.

Consider hanging back or just watching vs executing any scalp or momentum entry. Don't just enter because its an idea that triggers.

Always be protective first!

Momentum

$AAPL 131/132c > $131.6
$NVDA 148/149p < $151.4

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