Rambling -- On A Friday Night -- August 16, 2024

Locator: 48444CHIPS.

Link here.

When it comes to AI, there are two camps:

• AI is all hype;
• AI is not hyped.

I'm in the second camp.

Exhibit A: Jim Cramer's "Mad Money" -- yesterday, August 15, 2024.

From last month: 

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SoFi

Watch for SoFi tying up with one of the hyperscalers. 

There's an interesting story there but ... apparently the "balance sheet" was so unbalanced, the bank said "no."

That speaks volumes about whether one should invest in a particular company.

But then this:

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Disclaimer Briefly 

Reminder

• I am inappropriately exuberant about the US economy and the US market, 
• I am also inappropriately exuberant about all things Apple. 
• See disclaimer. This is not an investment site. 
• Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
• Reminder: I am inappropriately exuberant about the US economy and the US market, 
• I am also inappropriately exuberant about all things Apple. 

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Good Directions

Link here.