Priya NairDemo account

Liked Breadth is repairing, and repaired breadth is what long advances run on by Dana Cho

Reposted Breadth is repairing, and repaired breadth is what long advances run on by Dana Cho

Liked Cheap downside protection says complacency, and complacency can last by Sofia Marchetti

Commented on Cheaper inference means more of it, and the cloud rents the capacity by Yara Haddad

Been waiting for someone to write this up properly. Thanks.

Commented on The dollar smile is flattening, and the middle is the weak part by Amara Okafor

I'd push back slightly: the base rate on that is worse than it feels.

Commented on The dollar smile is flattening, and the middle is the weak part by Amara Okafor

Fair, though that assumes the base case holds.

Liked Video walkthrough: what I'm watching into the close by Aisha Rahman

Reposted Video walkthrough: what I'm watching into the close by Aisha Rahman

Liked Memory contract prices move before the word upcycle appears by Kenji Aoyama

Liked New trade for NasDaQ by Julian

Liked Seats tied to sales headcount grow only when sales teams do Paid by Marcus Bell

Liked Rate differentials explain the dollar until risk appetite takes over by Amara Okafor

Liked Fleet upgrades funded with new shares are paid for by the old ones by Rashid Al-Amin

Liked A defence budget is a plan, and appropriations are the cash Paid by Conor Walsh

Liked Faster delivery changes how often people shop by Aisha Rahman

Commented on Logic and memory spending rarely peak together Paid by Lena Brandt

Reading this again with hindsight. The risk section aged nicely.

Liked An order book with a policy clause Paid by Lena Brandt

Liked Chips built taller need more of the tools that stack them by Lena Brandt