$INTC

ProCap Financial – Silvia Outperforms Again

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ProCap Financial announced that it’s again outperformed the big-name expensive frontier models on personal finance questions. This demonstrates that smaller specialized models can outperform the big LLMs (large language models) in specific areas of expertise. I’ve started writing and speaking about this relating to Intel, and believe we’re going to see a shift to SLMs … Read more

Portfolio Update

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On August, 24, I told you I shorted Intel November $80 puts for $7.30. I just covered that short position at $2.80. The position returned 161% in two weeks. Intel is up more than 10% today on news it has produced more wafers using an advanced EUV process than the rest of the industry combined … Read more

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