OT: Lets talk about stocks (Part 3)

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but, asking LLMs to improve your code is a good way to learn! esp bc they're so good at explaining why they made certain changes.

To answer extent, but in practice I don't believe it's possible to meaningfully learn by "reading", one can only learn by "doing", as in the struggle that comes from trying to write the code oneself. What one learns from submitting a code to an LLC is to submit a code to an LLC.

Analogy: it's much harder to learn the geography of your city if you drive with Google maps.
 
To answer extent, but in practice I don't believe it's possible to meaningfully learn by "reading", one can only learn by "doing", as in the struggle that comes from trying to write the code oneself. What one learns from submitting a code to an LLC is to submit a code to an LLC.

Analogy: it's much harder to learn the geography of your city if you drive with Google maps.
maybe for you; for me my coding skills really took off in the LLM era. productivity even more so.
 
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I'd like to know more about how you manage if you don't mind.
well, i mostly work in Python and SQL. my company (US Big Tech) provides a company-internal LLM that's very knowledgeable about those languages, but also company-internal resources.

coding is basically no longer a challenge, when i need to write a new function or query i start off with a description of what im trying to accomplish, maybe a few examples of data or some code snippets, and it'll provide me with the right answer on the first shot 9/10 times.
 
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well, i mostly work in Python and SQL. my company (US Big Tech) provides a company-internal LLM that's very knowledgeable about those languages, but also company-internal resources.

coding is basically no longer a challenge, when i need to write a new function or query i start off with a description of what im trying to accomplish, maybe a few examples of data or some code snippets, and it'll provide me with the right answer on the first shot 9/10 times.

Can you try a few examples on Deep Seek and let me know how it compares?

 
I'm going to try deepseek out today. Been using Bing, Co-pilot. Competition is good. Will force others to improve. Trump pledge 500 billion other day for AI. USA going to have to make major changes.
 
So what is everyone's thoughts on Nvidia's dip? I have been looking for a point to get in.
 
So what is everyone's thoughts on Nvidia's dip? I have been looking for a point to get in.
It's probably because of Deepseek it's just an overreaction imo nVidia is still in the same position it was yesterday. As Long as AI keeps going nVidia will keep being in a very good position. Deepseek works on nVidia gpus.
 
bought some NVDA dips, my cost-entry was a bit too high anyway :laugh:.

will be interesting how AI Infrastructure stocks recover. not yet convinced with deepseek's low cost claims yet.
 
nice day for my AXON, PLTR, TGTX, ETON and CRS. hoping TGTX, AUPH, EXEL and ETON all get bought out soon. I can't believe how cheap IOVA is, looks like I will have to wait till March for NLST to do anything.
 
Wait what? Did not see that man is he dumb or what? No way he does that intel is not remotely close to be ready to replace TSMC they are probably still a good 10 years behind. There's chips using TSMC nodes in everything these days.

More likely Taiwan gives concessions prior to tarriffs coming online. It's a threat meant to extract and it will almost certainly extract.
 
nice day for my AXON, PLTR, TGTX, ETON and CRS. hoping TGTX, AUPH, EXEL and ETON all get bought out soon. I can't believe how cheap IOVA is, looks like I will have to wait till March for NLST to do anything.
I almost bought the dip on Axon. Missed the boat.

But I doubled down on Celestica on that dip yesterday and it seems to have paid off. They crushed it big time in earnings today. Doing well in after hours. Hopefully that holds through tomorrow as I’ll try to lock in some gains.

PLTR is one that I think has amazing potential but that price scares me.
 
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Markets are down early on. All my blue chip stocks are down. I wonder if it's the pending tariffs? No doubt throw North America into a recession. Canada companies probably more than USA companies.
 
I don't know where else to post this, but,

I used DeepSeek AI today, I found it to be very good. It was for a simple task, to edit some Python code, and it's vastly superior to Google Gemini.

I'm worried that I'll no longer be able to improve my coding skills if I can put garbage code into an AI and get back done good code.
My son is studying physics and he says DeepSeek is waaaaay better than ChatGPT. That said, really hard to believe the Chinese made it for $6M

Markets are down early on. All my blue chip stocks are down. I wonder if it's the pending tariffs? No doubt throw North America into a recession. Canada companies probably more than USA companies.
It's definitely the tariffs, and stocks will keep going down if actually implemented. I think the market is hoping for a settlement soon
 
My son is studying physics and he says DeepSeek is waaaaay better than ChatGPT. That said, really hard to believe the Chinese made it for $6M


It's definitely the tariffs, and stocks will keep going down if actually implemented. I think the market is hoping for a settlement soon

Saying that the Chinese made it for 6 million, even if true in the conventional sense, is misleading.

What it comes down to is that they have an excellent education STEM system. And that's a society wide investment. When you have that, things like DeepSeek happen naturally and happen quickly. We're going to see this more and more often. The era of Western technological dominance is over, in large part because we're not willing to invest in education.
 
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Saying that the Chinese made it for 6 million, even if true in the conventional sense, is misleading.

What it comes down to is that they have an excellent education STEM system. And that's a society wide investment. When you have that, things like DeepSeek happen naturally and happen quickly. We're going to see this more and more often. The era of Western technological dominance is over, in large part because we're not willing to invest in education.
Higher education (research) and rent being prohibitively expensive means most people do nothing more than subsist and survive and distract/entertain themselves. Brilliant people get sucked up into finance or never get the opportunity to innovate or create except if they take a risk as entrepreneurs but some things cannot be done entrepreneurially, they need systems and structures and hierarchies of support. Research and innovation is not an entrepreneurial affair but our governments do little to actually support it.

Oh well.
 
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Higher education (research) and rent being prohibitively expensive means most people do nothing more than subsist and survive and distract/entertain themselves. Brilliant people get sucked up into finance or never get the opportunity to innovate or create except if they take a risk as entrepreneurs but some things cannot be done entrepreneurially, they need systems and structures and hierarchies of support. Research and innovation is not an entrepreneurial affair but our governments do little to actually support it.

Oh well.

Yes I completely agree.

In my experiences many of the smartest people I know went into "financial technology", it does pay better, but it doesn't actually produce meaningful value. A friend of mine was offered a pathetic $60,000/year out of graduate school to work as an engineer, so of course he went into finance. A culture like that will have a hard time innovating.
 
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