That make senses because with his fund size, and others like GIC or Temasek, if and when they buy or sell, just by entering the market will result in a 5-10% changes. So he is stating the obvious, he only buy if it's cheap, not if it's "fair price "..
I thought he already won the war ? Probably he place a $500 million bet on market going up this week and short the next . Wait for Friday night and he will send a few thousand Americans to war so that he can short the market on Monday ...
Trump Says U.S. Could End Iran War in Two to Three Weeks
TurboQuant compress "context" KV cache by 4x , nowhere near to 6x. It doesn't reduces the memory needed to load the entire LLM. A smaller useable (not just playable ) LLM needs 128GB or more of ram. Cloud Models are typically above 1Tb. Of which, the memory requirements for context is anywhere from 16kb to 1024kb depending on the configuration The compression is supposedly linear, so it reduces memory requirements for context to 1/4 of current. Anybody who works in technology will tell you this, The amount of data will increase based on the capacity available. Better compression just means more context, not less. The other thing to note is that Micron are not selling DDR5 rams, so spot price of DDR5!which is under pressure from new China manufacturers are under pressure. Micron sells
Another silly excuses. Google Turboquat allows for 4x compression of context ONLY, Think of LLM is the memory and knowledge of a expert. Context is basically length of the question you can ask. Longer context is good and context compression is great, but it will just make local models more useable and not reduce the need for more memory and bigger models.
Gold price drop is rather silly. At $4500, central banks are accumulating. The excuses for gold price drop is supposedly oil prices going up and Fed not reducing interest. 1. less oil or more expensive oil would means less gold available or more expensive gold going forward but oil prices don't affect gold already mined. 2. War = expensive oil which gold mining requires , meaning more higher ASIC in future, so gold will cost more 3. War = inflation and unemployment going up hand in hand - ie stagflation, ie QE, ie value of USD dropping regardless of interest rates. 4 institutions are caught pants down and are setting the narratives so that they can rotate in.
According to SEC Form 4 filings from March 18, 2026, the total volume of shares sold was actually higher than initially reported in some circles. Between March 16 and March 17, 2026, Velaga sold a combined total of 60,276 shares of Broadcom (AVGO) common stock. Transaction Breakdown The sales were executed in multiple batches over the two-day period: • March 16, 2026: Sold 25,538 shares at an average price of $326.10. • March 17, 2026: Sold 38,841 shares at an average price of $321.60. • Total Value: The transactions yielded approximately $20.8 million. • Post-Sale Ownership: Velaga now directly holds 96,147 shares, representing a reduction of roughly 28.8% in his direct position.
Broadcom Inc. Officer S. Ram Velaga sold 30,000 shares.
While a large executive sale can sometimes trigger a "red flag" for investors, there are several key factors to consider before assuming a negative outlook: 1. Tax Obligations: The SEC filings indicate these sales were largely "automatic transactions" specifically to cover withholding taxes due upon the vesting of restricted stock units (RSUs). This is a routine administrative event for many tech executives and often does not reflect a lack of confidence in the company. 2. Broader Insider Activity: Velaga wasn't alone. Other high-ranking officers, including the Chief Legal Officer (Mark Brazeal) and the CFO (Kirsten Spears), also sold shares during this same window for similar tax-related reasons. 3. Market Performance: As of March 18, 2026, Broadcom's stock (AVGO) was trading around $315.
Broadcom Inc. Officer S. Ram Velaga sold 30,000 shares.
TACO (which he tried but wasn't successful) but Trump crossed the redline of Iran , and effectively sticks the head into and cannot Pull out. Notice the rotation play 24/5 ? Trump is making big money off the war.
Silly reason for a price drop but go ahead. With entire HBM4 sold out for 2026 and it's low Forward P/E below 10, it's a no brainer. There are many China ram manufacturers, no China HBM4 manufacturers
Stock Track | Micron Technology Plunges 5.01% in Pre-market After Morgan Stanley Replaces It with Nvidia as Top Chip Pick