摩根大通单季减持微软逾53%：机构资金撤离科技板块的信号

Totally agree. People’re saying Microsoft this, Microsoft that with their Microsoft hate, but they ignore the fact that AI trend making GitHub worse, and GitHub is trying to fix.

$QQQ ~ The AmazonAI Deal That Just KILLED Microsoft's Future In Q2 2026. $MSFT $AMZN $SPY $SOXX

> the period when secure boot was being developed for PCs. You mean right now? At a firmware level, the scope of "trusted computing" is expanding with every passing year. > close the ecosystem they created any more than Microsoft was allowed to. We are in the process of allowing Microsoft to close the PC platform. TPM is required to run Windows now. Nearly every new PC ships wi…

I'd expect unified memory architectures (Apple M-series, AMD Ryzen AI series, etc) to be the future of local inference, not GPU cards.

A lot of trading Discords feel dead right now. But active idea flow still matters, especially if you’re trading momentum, small caps, or fast-moving setups. I wrote up 3 paid trading rooms that aren’t ghost towns: Investors Underground, Humbled Trader, and Madaz Money. Read here: https://saveontrading.com/the-trading-rooms-that-arent-ghost-towns/ $SPY $QQQ $NVDA $TSLA $AMD

You can bootstrap from your custom ISO with some embedded starter key, upload ISO, loads into RAM and opens SSH, connect and run a playbook to encrypt the root drive where you deploy your OS with your SSH key. If you went with encrypted root, you might need to enter pass via console, or dropbear server in a pre-boot env you connect to via SSH to enter the key if you dont trust …

Hardware. Frontier labs are driving up demand so much that it's priced significantly above cost making it far less affordable. Just look at Nvidia's profit margins.

> While the majority of Gen Zers (51%) still use the technology weekly, growth has slowed to a crawl, increasing only four percentage points over the past year. This stagnation in adoption is accompanied by a sharp decline in positive sentiment. Sell NVIDIA!!!

Facebook Messenger already works with Starlink - https://one.nz/faq/one-nz-satellite-frequently-asked-questio... so Instagram is probably not far off. Edit: wow even apple music is included in this.

$SPY $QQQ $NVDA $AAPL seems like puts at open. Specific to be disclosed tomorrow

Same. I started out early in 2003/2004 with XBMC, and used all sorts over the years - probably Plex for 4/5 years or so in there… the writing was on the wall 4(?) years or so back when the nag emails and data capture all started ratcheting up. I dumped it for Jellyfin and never looked back once. I pay for Infuse to make it work on Apple stuff, but it’s < £10 year (mainly to cov…

One Meta employee, contemplating the consequences of their actions working for Meta, made an analogy comparing Meta employees' relationship with its CEO with US citizens' relationship with the president of the US government The employee apparently saw no significance in the difference that Meta employees are (over)paid and receive high value stock option grants from the company…