My Thoughts on Current Events
27 Oct 2024 4 minute read 1 comment Perfectionist25
AI is changing the world in ways we can’t even imagine. But it has a secret: its enormous appetite for electricity. Last year, AI alone consumed 4% of all electricity in the US, and by the end of the next decade, that number could climb to 9%. With p...
26 Oct 2024 2 minute read 0 comments Perfectionist25
Oklo’s strategy of selling energy through Power Purchase Agreements rather than selling power plant designs stands out. This model creates long-term value and predictability by enabling recurring revenue streams rather than one-time transactions. Thi...
25 Oct 2024 9 minute read 0 comments Perfectionist25
Wednesday was a good day for Tesla investors, maybe for the first time in a long time. Because Tesla announced with numbers that the downward trend was reversing on Wednesday. I was also pleased with what Tesla announced on We Robot Day, but the numb...
24 Oct 2024 6 minute read 1 comment Perfectionist25
The US elections are very close. The race between Trump and Harris is super heated. If we look at the latest polls and betting sites, Trump seems to be ahead, but of course you never know. Because both betting sites and polls can mislead people. Howe...
22 Oct 2024 3 minute read 5 comments Perfectionist25
Can you imagine a day without water? It’s hard to understand, isn’t it? You need at least some water throughout the day, for drinking, cooking or washing dishes. Here’s a fact that may surprise you. On average, we need about 50 to 100 liters of water...
20 Oct 2024 6 minute read 0 comments Perfectionist25
This year, we can say that the Nobel Prizes were actually given to artificial intelligence in both chemistry and physics. The prize in physics in particular had nothing to do with physicists. An artificial intelligence expert who used certain calcula...
19 Oct 2024 5 minute read 0 comments Perfectionist25
The ECB has cut interest rates for the first time in 13 years at two consecutive meetings, reducing the benchmark deposit rate by 25 basis points to 3.25%, the lowest level since May 2023. The ECB also reduced the main refinancing rate from 3.65% t...
19 Oct 2024 1 minute read 0 comments Perfectionist25
JP Morgan says financial markets are starting to price in a Trump win and a potential Republican sweep. According to JP Morgan, stocks are starting to price in a Trump victory or even a landslide Republican win. The recent rally in U.S. stocks to all...
18 Oct 2024 16 minute read 0 comments Perfectionist25
We are in the balance sheet period in the United States. So far, bank balance sheets have mostly arrived. They brought good balance sheets. JP Morgan, Goldman Sachs, City Bank, Bank of America balance sheets were strong. There are some problems on th...
17 Oct 2024 11 minute read 1 comment Perfectionist25
ASML's balance sheet has indeed leaked. There is a 15.6% drop in its stock because of this. All artificial intelligence and microchip companies are pulling it down. Nvidia, AMD Broadcom are all in decline. But when we look at the details, there is ac...
