The semi-strong from of the Efficient Market Hypothesis says that the market has already incorporated all publicly available information. But "publicly availab

The semi-strong from of the Efficient Market Hypothesis says that the market has already incorporated all publicly available information. But "publicly available" is doing a lot of work there. What constitutes an impressive ability for an AI[1], how hard is it for a big company to port it's tech stack from CUDA to ROCm, and things like that are public in some sense but not really in the sense of necessarily being priced in enough that you shouldn't trade on your sense of those. But on the flip side, there are a lot of things that might be obvious to an MBA with decades of experience that might be opaque to me so please don't go all in on any bet. [1]https://xkcd.com/1425/ https://xkcd.com/1425/