ExcessDefaults

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ExcessDefaults

ExcessDefaults

@ExcessDefaults

https://t.co/modbIG4QFM

Katılım Mayıs 2023
437 Takip Edilen1.9K Takipçiler
ExcessDefaults
ExcessDefaults@ExcessDefaults·
Truly confusing stuff. Now long NVDA, AAPL, GOOG, MSFT, ORCL, AVGO, DELL, etc.
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ExcessDefaults
ExcessDefaults@ExcessDefaults·
Wow - jain completely blew out of a roughly 20% enterprise software weighting
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ExcessDefaults
ExcessDefaults@ExcessDefaults·
Imagine initiating a buyback and not knowing the tax consequences of said buyback. Kind of a farce that $GQG.AX is listed down under.
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ExcessDefaults
ExcessDefaults@ExcessDefaults·
Alts offer diversification na mean "Across diversified PE, BXPE was the headline, up 4.27% in May and 11.45% YTD (RRR 6.64), lifted largely by the SpaceX IPO and pre-IPO marks on Anthropic and OpenAI"
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ExcessDefaults
ExcessDefaults@ExcessDefaults·
Gonna be another dark 5 years for value bros (always dark pour moi)
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Cadence Agyirey 🇬🇭🏳‍⚧
Just cracked the last piece of Nemotron Labs Diffusion. 175tok/s decode on the 3B on my 4070. Identical generation to ~70tok/s AR mode.
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yenoms
yenoms@yenoms·
@BDCPublications They have emphasized “shareholder value” repeatedly.. so not sure how a non traded BDC acquirirer will jive. My sense is Apollo is protecting their brand.. which is much stronger on the private side.. and they will keep midcap for private widgets
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BDC Reporter
BDC Reporter@BDCPublications·
BDC Reporter Sighs: Another poor day for BDC common stocks, even after the Fed held rates (a few months ago, many were expecting a rate cut around now, so this is good news of a sort). The sector's ETF $BIZD fell (2.22%) on below-average volume. A half dozen or so BDCs reached new 52-week lows. Only 6 stocks were unchanged, or in the black; 39 were in the red. Over at the BDC Reporter, we looked through all 45 public BDC stocks and found only 4 worthy of a BUY, and even that seems generous in these conditions.
GIF
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Luyi Zhao
Luyi Zhao@luyiest·
@ExcessDefaults And talking my book, but hey, there are some insurers who are buying back at a reasonable clip too... cough, $JXN, cough
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yenoms
yenoms@yenoms·
Might be time to spend time on BDC equity again..getting close to March lows Only holding now is $mfic
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ExcessDefaults
ExcessDefaults@ExcessDefaults·
Still weird to me that someone who got GFC right has to sell podcast ads and subs
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ExcessDefaults
ExcessDefaults@ExcessDefaults·
@tangentstyle I was buckled in for the usual value schtick and was really surprised.
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ExcessDefaults
ExcessDefaults@ExcessDefaults·
@pejmanjohn I’m a nobody but just really impressed how something “small” over an LLM is a product all of a sudden. Great stuff!
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Pejman Pour-Moezzi
Pejman Pour-Moezzi@pejmanjohn·
This first customer is a founder of a >$5B company. Bullish
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Mike
Mike@MikeJM65·
@yenoms @ExcessDefaults First time I have seen this in awhile. Why give away management fees instead of keeping them and running the thing into the ground and selling for close to nothing. Good for them. Actually impressed. Let’s see what those assets are worth
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yenoms
yenoms@yenoms·
Kings don’t need public scraps 👑 $ARI 👑 Cc @ExcessDefaults
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yenoms@yenoms

@hitsamty this is a major positive transaction for $ARI shareholders, IMO.. We all like to make fun of how illiquid widgets marks are fake and not indicative of value.. well, ARI is getting paid 100% of value (CECL inclusive) and getting instant liquidity..

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ExcessDefaults
ExcessDefaults@ExcessDefaults·
proper translation: we are retared
IplanRio@IplanRio_rj

NOTE ON RIO 3.5 OPEN In recent days, Rio 3.5 Open has received far more attention than we anticipated. Along with it came analyses and, of course, criticisms and questions. First, we want to clarify that the model is not foundational, trained from scratch, nor was it ever communicated as such. It is a post-training project built on open models, following classical approaches and some experiments. We started with open baseweights and applied various techniques, including merging, OPD, and finally used inference with SwiReasoning. It was precisely thanks to the community's attention that we identified an operational error in the publication process. We ended up making available an intermediate checkpoint that had not yet completed all the final validation and optimization steps. This generated interpretations that, looking back now, we fully understand. The checkpoint has been removed. We tried to recover the final model, but it was not possible. It will only be released after the new training and all external validations are completed. We also want to correct an important attribution point. Our team used public models provided by Alibaba, through Qwen 3.5, and by Nex-AGI, through Nex-N2 Pro, as a basis. In the initial documentation, we did not include Nex's important contribution. Correctly recognizing who builds these foundations is part of the open development process. Thank you, Nex, for your work and for contributing to advancing the state of the art in open models. It is worth contextualizing that there was no official release of that version of the model. The project ended up gaining traction organically and unexpectedly while it was still undergoing independent validations. In any case, this shows that there is interest and that Brazil has more space in this conversation than we usually imagine. We hope to see more initiatives emerging in Latin America, India, Africa, and other places that seek to expand their technological sovereignty, especially at a time when Fable has been closed to the rest of the world and access to frontier models has become part of the global strategic debate. Rio 3.5 Open is just the beginning. We will correct what is necessary, continue developing openly, and share what we learn along the way. Our goal is to show that the Brazilian public sector can also learn, build openly, and contribute to the forefront of current technological research.

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