Aldebaran Intelligence LLC

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Aldebaran Intelligence LLC

Aldebaran Intelligence LLC

@RomanoIntel

- Momentum/Value stock picking strategy - Ex Management Consultant

Aldebaran, Taurus Katılım Mart 2023
161 Takip Edilen193 Takipçiler
Aldebaran Intelligence LLC
$APPS Only two weeks of Q1 left, and Bill Stone has once again reaffirmed full-year guidance (ROTH chat). The August earnings report should beat expectations again.
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sparbuchfeinde
sparbuchfeinde@sparbuchfeinde·
Median-Nettogehalt: 🇩🇪 Deutschland: 2.300 Euro 🇮🇹 Italien: 1.800 Euro Normal-Preis für Bio-Olivenöl bei Lidl: 🇩🇪 Deutschland: 6,99 Euro 🇮🇹 Italien: 8,89 Euro Fakt: Deutsche Discounter haben mehr gegen Armut getan als jeder Politiker.
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Aldebaran Intelligence LLC
@jaimote74 If Claude tells you "jump out of the window" you gonna do it? Learn to read financial statements, trajectory of growth and derive a valuation by yourself.
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Pepe
Pepe@jaimote74·
@RomanoIntel Claude le da un valor de 33$ comparativo con Unity, pero dice que es complicada la comparación. Así q me quedo con 20$
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Aldebaran Intelligence LLC
$APPS Can someone explain to me why Unity has a P/S ratio of nearly 7? The very same Unity $U that lost the entire IronSource business to Digital Turbine? That would imply a share price of $37 for DT. Only business performance comparison.
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Aldebaran Intelligence LLC
@CWRoehl Zeigt auch dass die Politik & "Spitzen-Ökonomen" die Wirtschaft nicht nach "Gleichheit" und "Gerechtigkeit" optimieren soll, wie jetzt, sondern den wenigen Gewinnern Freiheit lassen.
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Christian W. Röhl
Christian W. Röhl@CWRoehl·
Die Wertschöpfung der Aktienmärkte resultiert aus wenigen Highflyern mit exzeptioneller Performance: Was Prof. Bessembinder für die USA seit 1926 nachgewiesen hat, gilt auch für Deutschland – wo 17 von 661 #Aktien für die gesamte "Wealth Creation" seit 2000 gesorgt haben.
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Hendrik
Hendrik@ginandstocks·
Meine Timeline ist voll mit Posts von Software Engineers, welche die Fähigkeiten des neuen Claude Modells (Fable 5) als neue Ära bezeichnen. Und das nur 7 Monate, nachdem das erste brauchbare Coding Modell auf dem Markt kam. Das Tempo zieht weiter an.
Taelin@VictorTaelin

this is my personal singularity moment this post may sound like a paid ad. I only wish. I'm concerned, more so than happy. the world is changing, and, among the scenarios where AI goes terribly wrong, inequality is the most realistic, yet, the one Anthropic seems to be the least concerned about. I'm glad OpenAI is taking the opposite stance: *personal AGI for everyone*. I think this is a commendable position in the times we live. but who am I in the queue of the bread? anyway, Fable is here, so I'll just report my first-hour experience first of all, all my pet prompts are solved. → λ-calculus puzzles → bug questions → one-shot apps all are trivial to it. I don't have anything harder other than my ongoing work so, in the last several days, I've been toying with HVM5, a new interaction net evaluator with a faster loop. after writing the first version, I left 32 GPT-5 agents working for ~20 hours each. this resulted in up to 2x speedups, but the file size increased by 2-fold and quality decreased significantly. I then simplified the whole thing into an even simpler core, and left Opus 4.8 and GPT 5.5 optimizing it for 8 hours. Opus got a legit 6% - 34% speedup in most benches. GPT got better results, but, sadly, an unusable file. I then asked Fable to optimize it. 2 hours later, it landed a 1770% speedup in one case, 100%+ in other 4, and 22% in average. yes, in 2 hours it outperformed me, opus 4.8 and a swarm of gpt 5.5 agents, by one order of magnitude. that could not possibly be legit. "it must be hardcoding the benchmarks" (GPT trauma). so I read its explanation and what it did was, indeed, the most high impact optimization one could try first. seems like HVM5 was wasting a lot of time garbage-collecting unused branches of pattern-match nodes. I had optimized that for static mats, but not for dynamic mats. skill issue. Fable figured how to do it for these, resulting in a massive speedup in some benches but wait, is that *correct*? I'm not sure yet, it is credible, but this is the kind of thing that is very easy to get wrong on interaction nets. the problem is, when I was ready to start auditing Fable's solution so I could tell whether it was buggy or legit, it interrupted me to tell me it had found a massive bug on the code *I* had written. ... wait, what? so... for garbage collection purposes, I stored a bit on lambda term pointers that meant "the variable bound by this lambda has been freed, so, its lambda must free whatever argument it is applied to". that's fine. yet, on duplicator nodes, I also used the same bit to mean "one of the duplicated variables was freed, so, treat this dup as a passthrough no-op". so, if a lambda entered a duplicator, it would mistake the lambda's collection bit for its own, resulting in corrupted interaction! that's a mouthful, why I'm writing this? just so you can appreciate the sheer absurdity of what just happened. I didn't ask it to find bugs. I asked it for an optimization. and even if I did ask it to find bugs, this bug is so astonishingly subtle and specific, identifying it takes mastering the domain to an extent that it beyond even me. I'd easily need hours or days to fix it, *if* I ever came across it. chances are it would just go unnoticed. and Fable found it and fixed it like it was nothing, while it was busy adding a 17x speedup to a file that neither I, nor Opus 4.8, nor a fleet of GPT 5.5 managed to barely make 2x faster. oh and there is also another tab where it is also ripping through Bend's codebase and finishing everything I had to do I don't know what to say anymore this isn't about Anthropic or OpenAI, this is about our collective future as a species. the world is changing, and we need to be aware of it, and discuss how to handle this change. receipt below . . .

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Aldebaran Intelligence LLC
@SchaafAmBerg Ausbau von Solar führt zu mehr Strom mittags, wo wir eigentlich nicht mehr Strom brauchen. Und mehr Windräder führt zu nicht mehr Strom, in Zeiten wo kein Wind weht.
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Saffron Sniper
Saffron Sniper@Saffron_Sniper1·
At over 240 km/h, another vehicle suddenly moved into the lane. The Mercedes driver stayed calm, made a smooth lane change, and scrubbed nearly 100 km/h in about a second without losing control. A testament to both driver skill and Mercedes engineering 🔥
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Aldebaran Intelligence LLC
@RandianCapital @jimcramer Agree with you on SBC, but it's mostly priced in. They said, revenue and Earngins will outgrow SBC. As long as they're growing and consistenly surprise on earnings day by 3-5%, it will attract investors. The cake has to grow bigger, that's the story.
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Randian Capital
Randian Capital@RandianCapital·
"they have to go back and do a merger....they should go try to buy Figma" -- this morning @jimcramer suggested $ADBE should buy $FIG, again. He suggested the Trump administration would be much more likely to approve a deal. Figma management needs a compelling value creation plan, urgently. Otherwise people will call to pursue options like this. @zoink @andrew__reed
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Randian Capital
Randian Capital@RandianCapital·
The AI Bubble is rooted in this core conceit. LLM's can produce something close to an approximation of complex things and it appears like intelligence. Any high schooler can draw something similar to the Mona Lisa. But that doesn't make it the Mona Lisa. I am sure Claude can generate an approximation of any of the most popular consumer apps today. But the question is - what additional investment is required to make it performant, scalable, functional, and not subject to cybersecurity risks. That last 10% is the reason software development is so challenging. Additionally, can LLM's ever innovate or generate a new categeory, or do they just recombine old and existing ideas in their training corpus?
Anish Acharya@illscience

@RandianCapital Almost any app can be largely generated by any of the 2026 model releases?

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Diligent Plane
Diligent Plane@DiligentPlane·
$FIG is down over 45% YTD With 46% revenue growth, and 31% short interest…. Will this reverse?
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DrDidsTV
DrDidsTV@diddywheldon·
@Saffron_Sniper1 This is the most irresponsible driver in history doing 149 mile per hour ie 240 km hour on a public highway is the most reckless thing any individual could ever do no matter the engineering of the vehicle the sheer arrogance and stupidity of the driver is beyond belief
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Aldebaran Intelligence LLC
@WeirdContrarian Management would never admit that, ironSource aura lost Orange Telco as customer to Digital Turbine. My point wasn't to attack Unity, just Digital Turbine should get at least the same valuation.
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TheWeirdContrarian
TheWeirdContrarian@WeirdContrarian·
@RomanoIntel they didn't lose anything to digital turbine aura from unity is in the strategic grow part vector replaced ironsource ad network digital turbine is a bare bone niche player and has a debt to equity ratio of 190%
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Aldebaran Intelligence LLC
$APPS If we reach a price-to-sales ratio (P/S) of 5 to 7, management will have to surprise with figures that exceed expectations by 3 to 5% in every quarterly report. They can no longer simply meet expectations, otherwise a 30% share price drop is imminent
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