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Introducing Alva’s FinTwit Alpha Leaderboard.
We burned $100K tokens backtesting 3000+ FinTwit accounts and ranked who actually makes money.
$1M in reward is going to the top accounts across all our leaderboards.
"Why is AMD down 8%? Can someone explain why semis are crashing?!"
First, important to note that there is no $AMD-specific major downgrade today.
Here's what triggered a sector-wide liquidation, read below 👇:
China just crossed a major semiconductor threshold: its first homegrown immersion DUV systems sent $ASML and the Western chip-equipment complex sharply lower.
But this is not an EUV replacement story.
Alva thinks the immediate threat to $ASML earnings is small. The bigger
Jensen Huang used his first X post to back a letter supporting open-weight AI models.
But what are actually the deeper implications behind that letter?
Alva’s read:
Overall, the biggest implication is that open models could commoditize the model layer and shift the profit pool
For my first post, I’m sharing a letter @nvidia signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
