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Ancient One

    • Ancient OneAncient One
      ·13:39
      "That absence may prove even more important than higher-for-longer crude prices." It cannot be "more important " than oil prices. 🤣

      Mag 7 Stocks Look Cheap, but the S&P 500's Rally Depends on Big Tech and the AI Outlook

      Investors may be willing to cling to a faint hope that an end to the U.S. war with Iran -- which is about to enter its second month -- is within sight, even if the path remains uncertain.Stocks...
      Mag 7 Stocks Look Cheap, but the S&P 500's Rally Depends on Big Tech and the AI Outlook
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    • Ancient OneAncient One
      ·12:40
      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

      President Donald Trump said on Tuesday that the U.S. could ​end its military campaign against Iran within ‌two to three weeks."We'll be leaving very soon," he told reporters in the White House's Oval...
      Trump Says U.S. Could End Iran War in Two to Three Weeks
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    • Ancient OneAncient One
      ·03-31 17:42
      Another pump and dump by Trump & Co. After market close, he will take the extended weekend to attack Iran again. 

      Big Tech Stocks Rally as Trump Tells Aides He’s Willing to End War Without Reopening Hormuz

      US President Trump told aides he’s willing to end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed, administration officials said, likely extending Tehran’s...
      Big Tech Stocks Rally as Trump Tells Aides He’s Willing to End War Without Reopening Hormuz
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    • Ancient OneAncient One
      ·03-29
      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
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    • Ancient OneAncient One
      ·03-28
      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.
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    • Ancient OneAncient One
      ·03-20
      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. 
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    • Ancient OneAncient One
      ·03-20
      investors in MU simply took profit at $460+ and will buy back in at 440 and 420. Don't expect it to go back to $400, the train has left that station. 

      Post-Bell｜Wall Street Ends Down; Lumentum Up 10%; AMD Up 3%; AGQ Down 10%; Alibaba Down 7%; Tesla And PDD Down 3%

      01 Stock MarketThe U.S. major indexes closed as follows: Dow Jones down 0.44% at 46,021.43; S&P 500 down 0.27% at 6,606.49; NASDAQ down 0.28% at 22,090.69. Moves were modest across the board, with...
      Post-Bell｜Wall Street Ends Down; Lumentum Up 10%; AMD Up 3%; AGQ Down 10%; Alibaba Down 7%; Tesla And PDD Down 3%
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    • Ancient OneAncient One
      ·03-19
      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.

      Broadcom Inc. Officer S. Ram Velaga sold a total of 30,000 shares of common stock through multiple transactions between March 16 and March 17, 2026. This series of stock sales might have a potential negative impact on the company's stock price, and investors should closely monitor the developments.
      Broadcom Inc. Officer S. Ram Velaga sold 30,000 shares.
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    • Ancient OneAncient One
      ·03-19
      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.

      Broadcom Inc. Officer S. Ram Velaga sold a total of 30,000 shares of common stock through multiple transactions between March 16 and March 17, 2026. This series of stock sales might have a potential negative impact on the company's stock price, and investors should closely monitor the developments.
      Broadcom Inc. Officer S. Ram Velaga sold 30,000 shares.
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    • Ancient OneAncient One
      ·03-19
      Trump basically annoyed the FED by going after them individually, so they have to be hawkish to show their independence.

      Dow Falls Nearly 800 Points After Powell Makes One Thing Clear: There's No Rush To Rescue The Market

      'The markets are reacting negatively to the likelihood that the Fed is on hold for the time being,' says one strategist. Investors weren't pleased with Federal Reserve Chair Jerome Powell on Wednesday.U.S. stocks slumped on Wednesday, with the S&P 500 wiping out its gains from earlier in the week, as investors reacted to the Federal Reserve's latest outlook on interest rates and the economy.Wednesday's Fed press briefing didn't open up investors to what some felt was the worst-case scenario: That the U.S. and Israel's attacks on Iran, and the subsequent spike in global energy prices, were pushing the central bank toward another interest-rate hike."The markets are reacting negatively to the likelihood that the Fed is on hold for the time being," said Eric Wallerstein, chief macro strategist at Clocktower Group, during an interview with MarketWatch.According to Samuel Tombs, chief U.S. economist at Pantheon Macroeconomics, the main takeaway from the Fed's policy statement and latest batc
      Dow Falls Nearly 800 Points After Powell Makes One Thing Clear: There's No Rush To Rescue The Market
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