Monday, July 28, 2025

Monday Morning Market Opens -- July 28, 2025

Locator: 48701ARCHIVES.

AI: 

Broadcom: up 92% this past year.

AMD: surging. 

Intel: up almost 2% today. From Cramer:

BRK-B: down slightly today, but essentially flat. 

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AI -- Film Editing

Link here.

From the book: Suddenly Something Clicked: The Languages of Film Editing and Sound Design, Walter Murch, c. March, 2025.

Walter Murch:

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The Book Page

My AI library:

  • The Story of Semiconductors, John Orton, c. 2004. The most challenging by far.
  • The Innovators: How A Group of Hackers, Geniuses, and Geeks Created the Digital Revolution, Walter Isaacson, c. 2015. 
  • The Perfectionists: How Precision Engineers Created The Modern World, Simo Winchester, c. 2018.
  • Chip War: The Fight For the World's Most Critical Technology, Chris Miller, c. 2022. This was the first book I read after starting my pivot into AI.At the time, I think, I had only invested in Nvidia. After reading this book and receiving comments form readers I started positions in most of these chip companies. Not all, but many. Had a reader not alerted me to AVGO, I might have missed it. Up almost 100% this past year per CNBC  this morning.

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Reality Sucks

Link here.

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Word For The Day: "Coalface" 

"Coalface" primarily refers to the exposed surface of a coal seam where mining occurs, but it's also used figuratively to describe the practical, hands-on part of any work or activity, often contrasted with more managerial or theoretical aspects. It can also refer to the actual workplace where difficult or strenuous work is done.

Synonyms?

  • "at the coalface"
  • "in the trenches"
  • "where the rubber meets the road"
  • "out of the trenches into the storm of shrapnel"
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