Transistors can only get so small and, eventually, the more permanent laws of physics get in the way. Already transistors can be measured on an atomic scale, with the smallest ones commercially available only 3 nanometers wide, barely wider than a strand of human DNA (2.5nm)…..* Moore’s Law
Bought a small piece today at 3.22. Dropped 20% on the Senior notes announced of 130M USD. I think its a good company; 3 silver mines operating in China so it is cash-flowing; owns about 27% of new Pacific Metals. Bought the El Domo copper project in Ecuador and plans to advance it. Yes, surely risk is here but risk is everywhere.
” integrated photonic quantum computing is considered a potential challenge to trapped ion quantum computing, primarily because it offers a path to overcome the scalability limitations of trapped ion systems by integrating optical components on a chip, potentially enabling more efficient qubit manipulation and connectivity with less complex optical setups. Key points about the challenge: Scalability issue in trapped ion systems: One major challenge with trapped ion quantum computers is the difficulty in addressing and connecting a large number of individual ions with precisely aligned laser beams, which becomes increasingly complex as the system scales up. Integrated photonics solution: By integrating optical components like waveguides and light sources onto a chip, integrated photonic quantum computing could offer a way to simplify the optical addressing of trapped ions, potentially enabling a more scalable architecture. Challenges in integrated photonics: While offering potential for scalability, integrated photonics still faces challenges like achieving low optical losses, managing complex waveguide designs, and interfacing with the trapped ion system efficiently. “…. decade changers…
” Yes, photonic chips have the potential to significantly challenge GPUs in the future, especially in applications requiring extremely high bandwidth and low power consumption, as they can process data at the speed of light, potentially offering significantly faster processing speeds while using less energy compared to traditional electronic chips like GPUs; however, current limitations in manufacturing and integration with existing systems still pose challenges to widespread adoption. Key points about photonic chips and their potential to challenge GPUs: Superior data transmission speeds: Light travels much faster than electrical signals, enabling significantly faster data transfer between components within a system. Lower power consumption: Photonic circuits can potentially operate with much lower power requirements compared to traditional electronic circuits. High bandwidth potential: Photonic chips can handle massive amounts of data simultaneously, which is crucial for applications like high-performance computing and AI. Challenges to overcome: Manufacturing complexity: Integrating photonic components with existing electronic circuits on a single chip is still a complex technical challenge. Cost considerations: Currently, manufacturing photonic chips can be more expensive compared to traditional silicon-based chips. Limited applications: While promising for specific use cases, photonic chips might not be suitable for all computing tasks currently handled by GPUs. Overall, while photonic chips are not yet a direct threat to GPUs in the mainstream market, ongoing research and development could significantly change the landscape of computing in the future, particularly in areas where high bandwidth and low power consumption are critical. ” …..To me, this is the new BTC…. The potential is absolutely enormous… I stood by BTC at $ 15 K…. I stand by this…
” In the context of quantum computing, entanglement is generally considered more important than trapped ions because entanglement is the key quantum phenomenon that allows for powerful quantum computations, while trapped ions are simply a method for physically isolating and manipulating qubits, which are the building blocks for performing those computations, including entanglement operations; therefore, achieving high-fidelity entanglement is crucial for building a functional quantum computer, regardless of the specific trapping method used. Key points to consider: Entanglement is the core of quantum power: Entanglement enables complex quantum algorithms that are impossible with classical computers, making it the key feature for quantum computation advancements. Trapped ions are a platform: While trapped ions are a promising platform for quantum computing due to their long coherence times and precise control, the ability to create and manipulate entangled states within the trapped ion system is what truly matters.”….. Learn as much as possible…so important
Housing in Spring will have motivated sellers, then distressed. Trasnactions today are lower than during Great financial crisis. https://youtu.be/KBTZ3kShkGY
Rocket’s net loss overshadows record mortgage volume growth in Q3 Rocket Companies reported a net loss of $481 million in the third quarter, despite recording its highest-ever mortgage origination volume for the period. The Detroit-based parent company attributed the loss partly to an $878 million decrease in the value of its mortgage servicing rights portfolio. This valuation drop, often influenced by interest rate shifts and market conditions, marked a reversal from the $115 million in net income reported for the same quarter last year. https://www.mpamag.com/us/news/general/rockets-net-loss-overshadows-record-mortgage-volume-growth-in-q3/513723
A decision on the Bill Cara books and my future publications.
I will soon withdraw my account with the publishing software company ISSUU. My supporters who bought the books through this website will no longer have access to the flip-page style, but the books will still be available in PDF.
I plan to reorganize and publish 2025 versions of these books in Q1 because I believe there is a market for the information I provide. Yesterday, I learned the good news that will help me continue doing what I love. The CT scan from last month showed nothing of concern to the urologist who operated this year on my stage 3 Transitional Cell Cancer. I have another but different type of CT scan scheduled for late December, but this scan and the recent cystology procedure being clear is a huge relief. So, onwards and upwards.
The new books will be shorter and use more point form. I will try to incorporate the old but popular Week In Review style, which focused on studying many asset classes in various markets worldwide to explain why prices were dynamic. The Trader Wizard book will be a streamed publication updated weekly with new prices, model portfolios, and analysis. Parts of it will be free, and some will be available through a premium subscription.
I have been using the latest digital technologies to build a proprietary database and decision-support system to automate determining bullish and bearish trends and buy-and-sell signals. When it’s complete in 1Q2025, this system will address investors’ interests with longer and shorter horizons.
Investors must try to understand the big picture, so I adapted an article that I believe hits the mark for what’s happening today and concluded with my own summary.
‘Nvidia is grappling with new problems related to its much-anticipated Blackwell graphics processing units for artificial intelligence: how to prevent them from overheating when connected together in the customized server racks it has designed.’ $NVDA
https://www.reuters.com/technology/artificial-intelligence/new-nvidia-ai-chips-face-issue-with-overheating-servers-information-reports-2024-11-17/….. Moore’s Law…time for Quantum Photonics
Transistors can only get so small and, eventually, the more permanent laws of physics get in the way. Already transistors can be measured on an atomic scale, with the smallest ones commercially available only 3 nanometers wide, barely wider than a strand of human DNA (2.5nm)…..* Moore’s Law
Moore’s Law ?….. https://www.reuters.com/technology/artificial-intelligence/new-nvidia-ai-chips-face-issue-with-overheating-servers-information-reports-2024-11-17/
Transistors can only get do small…Then …..
why i usually only trade the underlying resource. Your mileage may vary.
Country risk. Financing risk. Leadership risk. Then add the underlying metal being mined.$SVM
But this is more a comment about my lack of skill on individual miner investing. I am sure many have success
Bought a small piece today at 3.22. Dropped 20% on the Senior notes announced of 130M USD. I think its a good company; 3 silver mines operating in China so it is cash-flowing; owns about 27% of new Pacific Metals. Bought the El Domo copper project in Ecuador and plans to advance it. Yes, surely risk is here but risk is everywhere.
The best of us make big mistakes.
The people who make a ton of money with the metal miners are the deal-making insiders, not the investors or traders who take the risks.
I like non-human semi’s…!… https://www.fool.com/investing/2024/10/21/3-artificial-intelligence-stocks-no-one-is-talking/
Vertiv Holding (VRT) was up +14.6% today.
Vertiv, a Cara 100 company, is a data center infrastructure provider.
At at investor event today, management was positive about its profitability. Revenue growth of 12-14% and operating margins of 26% are forecast.
” integrated photonic quantum computing is considered a potential challenge to trapped ion quantum computing, primarily because it offers a path to overcome the scalability limitations of trapped ion systems by integrating optical components on a chip, potentially enabling more efficient qubit manipulation and connectivity with less complex optical setups.
Key points about the challenge:
Scalability issue in trapped ion systems:
One major challenge with trapped ion quantum computers is the difficulty in addressing and connecting a large number of individual ions with precisely aligned laser beams, which becomes increasingly complex as the system scales up.
Integrated photonics solution:
By integrating optical components like waveguides and light sources onto a chip, integrated photonic quantum computing could offer a way to simplify the optical addressing of trapped ions, potentially enabling a more scalable architecture.
Challenges in integrated photonics:
While offering potential for scalability, integrated photonics still faces challenges like achieving low optical losses, managing complex waveguide designs, and interfacing with the trapped ion system efficiently. “…. decade changers…
https://www.reuters.com/technology/us-lawmakers-urge-review-china-threat-photonics-technology-2024-10-28/…………….There are US companies already developing Photonic technology ( PIC ) which will become a serious threat to Nvidia GPU’s in the not to distant future
” Yes, photonic chips have the potential to significantly challenge GPUs in the future, especially in applications requiring extremely high bandwidth and low power consumption, as they can process data at the speed of light, potentially offering significantly faster processing speeds while using less energy compared to traditional electronic chips like GPUs; however, current limitations in manufacturing and integration with existing systems still pose challenges to widespread adoption.
Key points about photonic chips and their potential to challenge GPUs:
Superior data transmission speeds:
Light travels much faster than electrical signals, enabling significantly faster data transfer between components within a system.
Lower power consumption:
Photonic circuits can potentially operate with much lower power requirements compared to traditional electronic circuits.
High bandwidth potential:
Photonic chips can handle massive amounts of data simultaneously, which is crucial for applications like high-performance computing and AI.
Challenges to overcome:
Manufacturing complexity:
Integrating photonic components with existing electronic circuits on a single chip is still a complex technical challenge.
Cost considerations:
Currently, manufacturing photonic chips can be more expensive compared to traditional silicon-based chips.
Limited applications:
While promising for specific use cases, photonic chips might not be suitable for all computing tasks currently handled by GPUs.
Overall, while photonic chips are not yet a direct threat to GPUs in the mainstream market, ongoing research and development could significantly change the landscape of computing in the future, particularly in areas where high bandwidth and low power consumption are critical. ”
…..To me, this is the new BTC…. The potential is absolutely enormous… I stood by BTC at $ 15 K…. I stand by this…
” In the context of quantum computing, entanglement is generally considered more important than trapped ions because entanglement is the key quantum phenomenon that allows for powerful quantum computations, while trapped ions are simply a method for physically isolating and manipulating qubits, which are the building blocks for performing those computations, including entanglement operations; therefore, achieving high-fidelity entanglement is crucial for building a functional quantum computer, regardless of the specific trapping method used.
Key points to consider:
Entanglement is the core of quantum power:
Entanglement enables complex quantum algorithms that are impossible with classical computers, making it the key feature for quantum computation advancements.
Trapped ions are a platform:
While trapped ions are a promising platform for quantum computing due to their long coherence times and precise control, the ability to create and manipulate entangled states within the trapped ion system is what truly matters.”…..
Learn as much as possible…so important
Microsoft MSFT IGNITE 2024. All about AI and Copilot AI Agents.
https://youtu.be/_4qsQ6OWZsM
as I noted hours ago and on my podcast today…NVDA is the only thing that matters. Contributed 71% of the move in the Bloomberg 500
Book recommendation
End Times: Elites, Counter-Elites, and the Path of Political Disintegration
https://youtu.be/PXXj23UL8zk
Housing in Spring will have motivated sellers, then distressed. Trasnactions today are lower than during Great financial crisis.
https://youtu.be/KBTZ3kShkGY
Rocket’s net loss overshadows record mortgage volume growth in Q3
Rocket Companies reported a net loss of $481 million in the third quarter, despite recording its highest-ever mortgage origination volume for the period.
The Detroit-based parent company attributed the loss partly to an $878 million decrease in the value of its mortgage servicing rights portfolio. This valuation drop, often influenced by interest rate shifts and market conditions, marked a reversal from the $115 million in net income reported for the same quarter last year.
https://www.mpamag.com/us/news/general/rockets-net-loss-overshadows-record-mortgage-volume-growth-in-q3/513723
With warrants sales wrapping up, Lunr is sitting on a substantial cash war chest…. Outstanding shares increased but cash per share more than doubled
I’ve said all along that the future orbiters will be armed…it helps to already be working with government agencies
Not so good morning. Ukraine Launches First ATACMS Strike On Russia, Sending Markets Reeling Amid WW3 Fears
Putin signs new Russian nuclear doctrine after Biden’s arms decision for Ukraine
https://apnews.com/article/russia-nuclear-doctrine-putin-91f20e0c9b0f9e5eaa3ed97c35789898
3 days ago
https://www.reuters.com/markets/commodities/uranium-prices-jump-after-russia-restricts-exports-us-2024-11-15/
I suspect big day for vix, gold, nuclear energy, oil, defense
https://finviz.com/futures.ashx
A decision on the Bill Cara books and my future publications.
I will soon withdraw my account with the publishing software company ISSUU. My supporters who bought the books through this website will no longer have access to the flip-page style, but the books will still be available in PDF.
I plan to reorganize and publish 2025 versions of these books in Q1 because I believe there is a market for the information I provide. Yesterday, I learned the good news that will help me continue doing what I love. The CT scan from last month showed nothing of concern to the urologist who operated this year on my stage 3 Transitional Cell Cancer. I have another but different type of CT scan scheduled for late December, but this scan and the recent cystology procedure being clear is a huge relief. So, onwards and upwards.
The new books will be shorter and use more point form. I will try to incorporate the old but popular Week In Review style, which focused on studying many asset classes in various markets worldwide to explain why prices were dynamic. The Trader Wizard book will be a streamed publication updated weekly with new prices, model portfolios, and analysis. Parts of it will be free, and some will be available through a premium subscription.
I have been using the latest digital technologies to build a proprietary database and decision-support system to automate determining bullish and bearish trends and buy-and-sell signals. When it’s complete in 1Q2025, this system will address investors’ interests with longer and shorter horizons.
Congrats on the health and progress. Excited for you
Investors must try to understand the big picture, so I adapted an article that I believe hits the mark for what’s happening today and concluded with my own summary.
Please. Stop with AI in shopping and ads. Please. You are going to piss it off!!!
https://youtu.be/o4K8iK3O6eA
Bakkt Holdings (BKKT), crypto trading venture. Never heard of them. Up 162% today on a report that Trump Media is buying them. Oh, ok.
My note say it was mention here back in 2021 or 2022 by Kaimu when it went public through space, I amy be wrong
Prep for NVDA wed. The trend for upside surprise is down. Just an fyi
What are catching bids this am? Bitcoin, prec metals, sox, energy/ oil/ nuclear. 10 yr. USD. TSLA
Gold has rallied sharply.
Gold futures are up +42 to 2612 following the weekend. On Thursday, I thought there might be a cycle bottom, which was timely.
The Biden decision to enable Ukraine to use US-made missile systems against targets inside Russia is controversial.
Just take off until wed
Everyone expects a 2b beat and 2b raise
NVDA expected vs actual vs surprise
The earnings surprise has been trending lower. Just an fyi
https://finviz.com/quote.ashx?t=NVDA&ty=ea
Substantial lift in the Gold price tonight.
Probably due to Pres. Biden’s decision to allow Ukraine to fire US long-range ballistic missiles into Russia. Strong Putin response is awaited.
‘Nvidia is grappling with new problems related to its much-anticipated Blackwell graphics processing units for artificial intelligence: how to prevent them from overheating when connected together in the customized server racks it has designed.’ $NVDA
https://www.theinformation.com/articles/nvidia-customers-worry-about-snag-with-new-ai-chip-servers
The giant mindless robot that has a permanent bid on stocks. Passive flows into stocks
https://youtu.be/KcXGE7QzpYc
Previous post on this subject
https://open.substack.com/pub/nyugrad/p/the-ponzi-why-stocks-only-go-up
Fiction | How we get to 2027 and the LAST WAR vs AI
Inspired by non-fiction
https://www.notyouradvisor.com/p/fiction-how-we-get-to-2027-and-the