Sanghamitra Saha’s Post

Sylvia Jablonski, CEO and CIO of Defiance Investments, mentioned D-Wave on CNBC’s Squawk Box today when  discussing market trends and investment opportunities. Jablonski foresees a golden opportunity for forward-thinking investors to double-down on technology. Could quantum computing be the next big thing after AI for tech-savvy portfolios? We’re encouraged to see quantum technology catching the eye of financial pundits like Jablonski. https://lnkd.in/ex6SU_Ue

The ETF Nerds hung out with Ron Insana to chat #AI and what it might mean for the markets. Read the recap here: https://lnkd.in/eZkGgfNA #etfs #investing #artificialintelligence #markets #tech #technology #innovation #etfinvesting with Dan Weiskopf, Michael A. Gayed, CFA, David Dziekanski & Michael Venuto

The latest issue of the Quant Value newsletter has just been published. This month, you can read my best ideas on how to manage the firehose of investment information we all try to drink from daily. Apart from the Ai bubble, undervalued companies have performed great this year, which you can see in the newsletter’s returns.  Subscribers are still sitting on the following solid gains: North America +48% (Celestica Inc. +314%) Europe +22% (Sogefi +98%) Asia +23% (Maezawa Industries +97%) https://buff.ly/3U2GKEi

The latest issue of the Quant Value newsletter has just been published. This month, you can read my best ideas on how to manage the firehose of investment information we all try to drink from daily. Apart from the Ai bubble, undervalued companies have performed great this year, which you can see in the newsletter’s returns.  Subscribers are still sitting on the following solid gains: North America +48% (Celestica Inc. +314%) Europe +22% (Sogefi +98%) Asia +23% (Maezawa Industries +97%) https://buff.ly/3U2GKEi

The latest issue of the Quant Value newsletter has just been published. This month, you can read my best ideas on how to manage the firehose of investment information we all try to drink from daily. Apart from the Ai bubble, undervalued companies have performed great this year, which you can see in the newsletter’s returns.  Subscribers are still sitting on the following solid gains: North America +48% (Celestica Inc. +314%) Europe +22% (Sogefi +98%) Asia +23% (Maezawa Industries +97%) https://buff.ly/3U2GKEi

The latest issue of the Quant Value newsletter has just been published. This month, you can read my best ideas on how to manage the firehose of investment information we all try to drink from daily. Apart from the Ai bubble, undervalued companies have performed great this year, which you can see in the newsletter’s returns.  Subscribers are still sitting on the following solid gains: North America +48% (Celestica Inc. +314%) Europe +22% (Sogefi +98%) Asia +23% (Maezawa Industries +97%) https://buff.ly/3U2GKEi

GenAI is accelerating innovation accross the entire trade execution lifecycle and enabling new competitors in the algo world

ArkInvest invests in OpenAI. Good timing or is this like buying into #Cisco in Jan 2000? I have huge respect for Edward Ludlow as an analyst and presenter. He and Caroline Hyde are part of my daily, weekday viewing. When Ed says: "Last night, I learnt a lot about the venture fund... the mechanics of how it works...it's actually very confusing." ...he has a point. What is worse with this, is that Brett Winton's explanation of why and how #ArkInvest has gained a stake in #OpenAI is also opaque. Here we have one of the World's top investment funds making hard-to-understand investments into the world's hardest-to-understand #LLM company. I won't use the "what could possibly go wrong?" cliché. I will merely point out that many within the #AI industry are questioning whether the LLM fest will continue, or whether specialised models are the route to predictable #inference, #energyefficiency, reduction in hallucinations... Brett's macro view of the size of the AI industry may be broadly correct. Where I think Ark is plain wrong is the attribution of these funds to a very small number of LLM players at this early stage of the game. Until this point, I have resisted analogies with the late dot com boom, but when things become really hard to understand... https://lnkd.in/efKdxs93 Lucy Watson, Ayman A.

The Stock Market's Looming Crisis: AI, Misinformation, and Market Manipulation $100 Trillion is a big number. It represents the approximate enterprise value of all the companies being traded on the stock exchanges around the world. And guess what’s really scary? Every one of these stock markets is on the verge of breaking but not a lot is being done to repair their foundations. The truth is that a perfect storm is brewing that combines AI-generated misinformation, social media virality, and automated trading. This cocktail could lead to unprecedented market volatility and manipulation that won’t be easy to combat. At the very least, significant damage could be done while solutions are crafted and operationalized. Misinformation At the core of this looming crisis is the ease of creating and spreading misinformation. AI tools have become incredibly sophisticated, capable of generating highly believable fake news articles, data reports, and even multimedia content. Imagine a world where deepfake videos of CEOs announcing false mergers or AI-generated earnings reports hit social media. These could spread like wildfire before official sources have time to react and correct the record. It’s already happened multiple times in the past few years and the improvements in AI technology will inevitably magnify the frequency of attempts. One of the most widely reported cases occurred in May of 2023 when a fake picture of an explosion at the Pentagon sent ripples through the markets. The image hit various social media outlets at the open of the market and spread quickly. The S&P500 dropped 0.3% as various social media accounts and news outlets picked up the story. Treasury Bonds and Gold started to climb which is consistent with “fear and unrest” entering the market. The image was quickly debunked as “AI-generated” but the damage was done. (If you want to read the rest of the post click on the link below. LinkedIn limits character count!) #investing #fintech #stocks https://lnkd.in/eVfwg9hD

THOUGHT LEADERSHIP: Guy Melamed, co-founder and chief executive officer at Exberry, discusses the current capital markets landscape, key challenges facing exchanges and market operators, successful partnerships within our ecosystem and the firm’s vision for the future of capital markets technology. #thoughtleadership #exberry #capitalmarkets #challenges #exchanges #marketoperators #markets #trading #technology