dirt
66 posts
Re: my Canalyst replacement project. I don't know if this is an indictment of me or the models, but it took my about half a day to get the XBRL downloading, tagging and storing in a database, doing some analysis, etc. done...
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$TPL +11% and back near post index inclusion highs... does Horizon Kinetics still do that thing where they buy 1 share per day via Form 4 but then sell 5 shares per day without a Form 4?
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Pee six supplies all engines as an intermediary. GM will be rocked but doubt it matters
Hunterbrook@hntrbrkmedia
We dug into the permits for OpenAI's Stargate data center in Abilene, Texas. Buried on pages 42 and 43: 28 emergency backup generators powered by Baudouin — a French engine brand almost no one sells in America. Except Generac.
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I was falling asleep reading a 1k row spreadsheet so Claude made me a tiktok scroller hosted from my laptop to my phone
JohannesBorgen@jeuasommenulle
In a week what I've been able to do with Claude: - fully automatise reporting with direct access to front to back system (read only, don't worry 😉) - improve significantly machine learning spread model - create automatically ISDA confirmations for bespoke CDS tranches 1/2
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Looking for the BofA $ETSY note if anyone has a copy...
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@CrosscheckC @Chokha19 Why are you still negative on boats? Is there a reason that they as a category would have a prolonged glut relative to powersports oems? They seem to suggest coast is clear wrt inventory, is demand the issue?
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@Chokha19 I think there's a lot of downside to those boat names & that powersports are showing clear signs of inflection off the bottom... but I DO agree that FOXF should converge w/ group... expect outdoor peers come down to facilitate that. thanks for sharing
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