What the Reflecting Pool reflects about Trump

    What should one make of the president’s mounting obsession with the Reflecting Pool? On the surface, it’s ridiculous. Noting that the pool was full of algae and not reflecting as well as it should, President Donald Trump launched an expensive beautification effort — repainting the bottom and trying chemical treatments to treat the algae. The…

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      Superhuman Has Acquired AI Authenticity Service GPTZero

      It’s an odd-seeming move for a company selling an AI writing assistant. GPTZero Superhuman announced that it has acquired GPTZero. This AI identification business offers services such as hallucination and plagiarism detection as well as a nifty little tool that displays how much of the internet is artificial intelligence. Superhuman said it plans…

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      Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom

        China’s CXMT Is Set to Challenge DRAM Incumbents

        We were the first to describe the memory shortage coming from AI’s insatiable usage in reasoning and agentic flows in late 2024 on the newsletter. We have since previously published multiple in-depth pieces on memory, as well as detailed coverage of CXMT and China’s compute. With CXMT set to IPO in the coming months, we…

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          Things Look Grim For China Tobacco International (HK) Company Limited (HKG:6055) After Today’s Downgrade

          Market forces rained on the parade of China Tobacco International (HK) Company Limited (HKG:6055) shareholders today, when the analysts downgraded their forecasts for this year. Revenue and earnings per share (EPS) forecasts were both revised downwards, with the analysts seeing grey clouds on the horizon. This technology could replace computers: discover the 20 stocks are…

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            SpaceX stock dips below $150 debut before rebounding

            The SpaceX (SPCX) stock rebounded slightly on Tuesday, after dipping below its market offering price in early trade. SpaceX stock was down 3% to around $149 before recovering, a notable move given the stock debuted on June 12 at $150. It’s a psychologically important level and indicative that SpaceX is following other major market debuts…

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