3 ms·
Those analysts are incredibly specialised. The rank and file developer ‘at the bleeding edge’ spends their day buried deep in a single codebase. The analyst spe
by soVeryTired 6y ago
Those analysts are incredibly specialised. The rank and file developer ‘at the bleeding edge’ spends their day buried deep in a single codebase. The analyst spends their day carefully picking through industry trends.
You say short sellers are using fundamentals as an ‘excuse’ to short stocks ‘they don’t like’. If not from careful analysis of the business, where should the opinions come from?
- PartiallyTyped 6y agoHow about potential and understanding of underlying tech? Nvidia was an obvious play in 2013 with the precursor of AlexNet, AMD was an obvious play when Jim Keller was done.
- soVeryTired 6y agoI don't think Nvidia was a particularly obvious play at the time. GPU bitcoin mining had taken off and GPUs were in high demand, but I don't think many people realised GPU compute would take off the way it did: everyone I knew in ML was still using clusters and most of them were using Matlab. Even if you took it for granted that GPU-powered deep learning was the next big thing, it wasn't obvious that NVIDIA would be the dominant player. CUDA made GPGPU programming easy at the time, but any other manufacturer could have released something better. It just didn't play out that way. Alexnet was 2012 by the way. Shortly after Nvidia stock tanked!
- PartiallyTyped 6y agoWas thinking 11 with Schmidhuber's student.