Marcelo P. Lima

Thank goodness for Amy Hood $MSFT

Some insider buys are a stronger signal than others. David Kirk, former Chief Scientist at Nvidia and PhD in Computer Science from Caltech, sits on the Salesforce board and bought $866k at $255 in Sep, $501k at $259 on Dec 17, and $500k at $195 on Mar 18. $CRM

Once you have a problem with American Airlines and talk to enough of their employees and experience their attempts at finding solutions, you begin to wonder how they stay in business at all. They are shockingly poorly managed.

@koyfman @InvestmentTalkk @KoyfinCharts There seems to be a bug here — data for ServiceNow is wrong. You can see in the first screenshot the scale of the purchase maxes out at 600k. I'm assuming that is shares? Anyway it seems wrong. Table wrong as well. Below is an analysis by Claude and another one by Codex:

@koyfman @InvestmentTalkk @KoyfinCharts I left this comment for you on the YT video: Great new feature and great demo! Two things that would be helpful: 1) You can click on the insider buy bar on the chart, and it takes you to the detail page showing you who bought it and when 2) At the end of your demo here, would be helpful to have the average price per share paid by Jeffrey Green; yes simple arithmetic but saves time just to be able to eyeball it.

✨ Now Live: Insider Ownership & Transactions We've introduced Global Insider Ownership & Transaction data to Koyfin, now located inside the Ownership Snapshot.

@brettgardner_10 Maybe, although he really, really likes to talk :)

I don't think Buffett has the willingness to go into the weeds like that in an interview.

Perfect feed. Top post says Outlook doesn't work for the astronaut in space, but Satya assures us it has the best AI models for transcription and speech

@wholemars @elonmusk +1 😀

@elonmusk I volunteer to try the employee beta

FSD 14.3 is in Tesla employee beta now and will probably go to wide release end of week

@TRobinsonNewEra 💯

DeSantis is calling for the immediate impeachment of Judge Tiffany Baker. She released a child rapist, whilst out on bail, he raped, tortured and killed a 5 year old little girl! All judges doing this should be charged as culpable!

Ten years ago $5 billion as a raise for DeepMind was “an astronomical amount” of money. OpenAI just raised $122 billion. 😳

$CRM seems to have a big winner in Slackbot, one of its fastest growing products ever

@geertwilderspvv Congratulations Geert, you should have been Premier a long time ago.

Premier Jetten belde mij net. Hij gaf aan het premierschap zwaar te hebben onderschat en het vertrouwen van zijn coalitiegenoten zwaar te hebben overschat. Hij had niet langer het vertrouwen in zijn eigen kabinet. Ik gaf aan zijn eerlijkheid te waarderen. Omdat onze partijen evenveel zetels hadden behaald bij de verkiezingen, gaf de heer Jetten aan hij het premierschap aan mij te willen overdragen. We gaan om 12.00 uur samen naar de Koning om de overdracht te formaliseren. Morgen zal ik het staatsnoodrecht in laten gaan, de grenzen sluiten voor alle asielzoekers en voorbereidingen treffen voor een grote remigratie van Syriërs en anderen terug naar hun eigen thuisland. AZC’s kunnen sluiten, de dwangwet wordt ingetrokken, onze huizen worden weer van ons en van het bespaarde geld gaan we meteen de accijnzen op benzine en diesel verlagen. #PVV

@OpenAI Congrats guys

Today, we closed our latest funding round with $122 billion in committed capital at an $852B post-money valuation. The fastest way to expand AI’s benefits is to put useful intelligence in people’s hands early and let access compound globally. This funding gives us resources to lead at scale. openai.com/index/accelera…

@SolutionOrganic @cowenconvos I'd like to see him on @dwarkesh_sp 🔥

Would be great to see him on @cowenconvos one time

$CRM: "Agentforce has something the AI-native point solutions don't: it knows everything... Every past interaction. We're seeing 72% open rates on leads that had been completely ghosted... it is the highest response rate of any AI platform we run."

@sundarpichai Sundar just reminded me of this gem: youtube.com/watch?v=NWIlSc…

2004 was a good year, but your Gmail address doesn't need to be stuck in it. To say goodbye to v0t3f0rp3dr02004@gmail.com or mrbrightside416@gmail.com (or whatever you were into at the time), go to your Google Account settings and choose any name available. You'll keep your old username and you can sign in with both.

@_i_am_arya Amazing, I love the name. Heaviside was da man.

Today, we're announcing Heaviside, our foundation model for electromagnetism. Trained on tens of millions of designs and over 20 years of proprietary simulation data, Heaviside predicts electromagnetic behavior from geometry in 13ms, which is 800,000x faster than a commercial solver. Heaviside is not a language model, and it’s not a surrogate model. Heaviside marks a new class of foundation model for physics which understands the fundamental relationships between materials, the geometries and the electromagnetic fields they generate. We’re releasing a research preview of Heaviside in Atlas RF Studio, an interactive agentic sandbox where you describe the EM behavior you want and the model generates the physical structure that produces it. @arenaphysica , we believe the implications of this class of model extend well beyond RF, as the frontier of exquisite hardware is electromagnetically-governed: wireless communication, radar, power delivery, high-speed computing, and the interconnects inside every chip on earth. In the months ahead, we’re excited to scale up Heaviside to broader frequency ranges, design spaces, and to support silicon-level designs, and deploy it with our closest partners and collaborators in service of their biggest design challenges. If you’ve read our thesis, this is just Step 2 in our pursuit of electromagnetic superintelligence. Read the full announcement and try Atlas RF Studio…tell us what you think: arenaphysica.com/publications/r…

@45WallSt Fascinating, thanks

@MarceloLima Eric Kandel writes about how many of the great artists had some kind of injury or blindness or some limiting factor that brought out some kind of super power. amazon.com/Age-Insight-Un…

Interesting that Buffett says his eyesight is bad, so he can't read. Yet he's still making investment decisions at Berkshire. Dude's like Beethoven.

@SayNoToTrading 😂 true

@MarceloLima Yeah, pretty sure Buffett has had a crush on Becky the last 15-20 years.

In all these years nobody has been able to get Buffett on a podcast. Becky does an OK job at asking questions but a specialized interviewer could go so much deeper. It's a bit sad as one of the greatest brains in the history of investing is fading...

@lundeen_ne Agree

@MarceloLima Given the universe of stocks he can invest in at this point in size and the fact they all have long histories that he kept up with over time, probably don’t need to do much/any reading at this point. If he hears a price, he’s got enough historical data in his mind to decide.