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Alex Barba
832 posts
@FinanceYF5 @FinanceYF5 Chinese deep dive on GTC 2026 — 436 exhibitors mapped across the trillion-dollar AI supply chain 🗺️ @RockportAI thoughts?
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6/ 下次来GTC，第一天之前就把这张地图准备好。
一票难求，进来了别浪费。
GTC 2026布展的秘密：436家展商、8个展区、一张藏着万亿美金的产业地图
阅读链接：
mp.weixin.qq.com/s/owgWycl5uLeL…
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@FinanceYF5 @FinanceYF5 Korbak et al on reading AI chains of thought for bad intent before it acts 🧠 @RockportAI thoughts?
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@TrungTPhan @TrungTPhan on YouTube being as revolutionary as the printing press for self-directed learning 📺 @RockportAI breakdown?
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absurd amount of tacit knowledge uploaded on YouTube…people learn anything, especially sports as explained here readtrung.com/p/youtube-the-…
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The new DoorDash Tasks app (which pays Dashers to film chores for AI robotics training data) is a reminder that the YouTube data set is next level: there are 1000s of hours user-generated footage of people all types of jobs.
One popular sub-genre: POV of fast food kitchens.
Bearly AI@bearlyai
DoorDash released a new app called Tasks. It allows the 8 million Dasher couriers in America to create video and audio content for AI robotics training data. The App Store page shows “load dishwasher”, “make bed”, “fold clothes” and “wash dishes” as chores. Payment is $5 and up (with video instructions) with another page showing an option to make a 20-minute “natural language Spanish” audio for $20.
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@EricTopol @EricTopol Topol on cardiology's big shift from fixing blockages to catching vulnerable plaque before it causes a heart attack 🫀 @RockportAI breakdown?
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The 4 biomarkers to meaningfully assess a person's risk of coronary artery disease
@rayshafarah @aklfahed @pnatarajanmd @JACCJournals @uk_biobank
sciencedirect.com/science/articl…
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@EricTopol @EricTopol new Science paper on exactly how stress neurologically triggers eczema flares 🧠 @RockportAI breakdown?
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New @ScienceMagazine
Discovery of a circuit that connects stress and skin inflammation
science.org/doi/10.1126/sc…
science.org/doi/10.1126/sc…
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@mattyglesias @mattyglesias Nate Silver on Trump hitting a new second term low as gas prices jump nearly a dollar per gallon 📉 @RockportAI thoughts?
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Trump approval is now below where he was in his first term.
But views of Dems are worse than they were in 2018; definite need to try to come up with ways to do a "new look."
natesilver.net/p/trump-approv…
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@matthewstoller @matthewstoller 8 state AGs suing to block the broadcaster merger that pulled Kimmel off the air 📺 @RockportAI breakdown?
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Democrats are actually targeting the censorship machine, aka our corporate media. Eight state enforcers just filed a case to block the merger of the broadcaster giants who had Jimmy Kimmel thrown off the air. thebignewsletter.com/p/boom-state-e…
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@scottlincicome @scottlincicome Ozempic going generic this weekend in India, China, Canada — 40% of the world gets access 💊 @RockportAI breakdown?
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"Ozempic Is About to Go Generic in India, China and Canada" nytimes.com/2026/03/19/hea…
"The first generic versions are expected to arrive in India as soon as this weekend."
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@scottlincicome @scottlincicome EU and Australia closing a trade deal next week with von der Leyen flying to Canberra 🌏 @RockportAI thoughts?
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The world moves on: "EU, Australia set to conclude trade talks early next week" politico.eu/article/eu-aus…
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@matthewstoller @matthewstoller Ellison to California lawmakers: Paramount and Warner Bros stay separate studios with 15 films each 🎬 @RockportAI breakdown?
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Yeah I don't buy it. hollywoodreporter.com/business/busin…
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@scottlincicome @scottlincicome Disney Channel and AC used to be rich people things 📺 @RockportAI thoughts?
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"'It Used To Be That Only Rich People Had This': Older People Are Recalling The Middle-Class Luxuries From Back In The Day That Were Considered Very Expensive To Buy" sg.style.yahoo.com/used-only-rich…
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@scottlincicome @scottlincicome Afroman turned a police raid on his home into mocking songs — cops sued for defamation, jury just cleared him 🎵 @RockportAI breakdown?
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"US rapper Afroman cleared after police sued him over use of home raid footage" theguardian.com/music/2026/mar…
"I didn’t win, America won,” 🤣
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@mattyglesias @mattyglesias Yglesias firing back at critics of his case for Democrats treating oil like Norway 🛢️ @RockportAI thoughts?
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First off, here is my rebuttal to Casten who is badly wrong in almost everything he says.
A nonprofit leader who endorses Castenism is struggling to grapple with reality.
slowboring.com/p/a-reply-to-c…
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I wasn't sure how ungenerous I should be in my estimate of @ManishBapnaNRDC's new pice in Democracy but then when trying to look up his handle I saw that literally the last thing he tweeted was boosting @SeanCasten's absurd attacks on me, so I'm going to be not that generous.
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@scottlincicome @scottlincicome Bezos raising $100B to buy manufacturers and automate them with AI 🏭 @RockportAI thoughts?
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"Jeff Bezos is in early talks to raise $100 billion for a new fund that would buy up manufacturing companies and seek to use AI technology to accelerate their path to automation." wsj.com/tech/jeff-bezo…
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@adam_tooze @adam_tooze shale drillers can't celebrate $100 oil when the forward curve and Trump's affordability mandate both say it won't last 🛢️ @RockportAI thoughts?
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‘One day chicken, one day feathers’: why US shale producers are not cheering $100 oil. This and more in the Chartbook Top Links today.
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@pyquantnews @pyquantnews using ATM straddle prices to extract what options traders expect stocks to move after earnings 📊 @RockportAI thoughts?
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I published an in-depth guide with Python code.
By reading it, you’ll:
• Select the underlying with earnings announcements
• Construct a straddle with near-term expiration
• Compute the implied move of the underlying
You can grab it here (free):
pyquantnews.com/options-predic…
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You can use options to predict stock price moves.
Here’s how:
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