report August 29, 2023 NVIDIA | More on who is buying all the GPUs? And why? We share some of your thoughts as to what's driving the NVIDIA GPU order book... By Alessio Farhadi Speevr Intelligence
report August 28, 2023 Argentina | The IMF Money Is Here… Now What? Download report Editorial: The IMF Money Is Here... Now What? After many episodes, this season of the IMF novel came to a close. But there are many more seasons in the works. To some extent this one had a... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report August 28, 2023 Argentina | MONTHLY EconViews #230 – August, 2023 Download report The PASO primaries changed the electoral outlook The primary elections came with many surprises. The big winner was Javier Milei, who was in the radar and was thought to be competitive, though nobody expected that he would end... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report August 24, 2023 Autogen AI | Write us a report on NVIDIA's latest earnings release We examine the lack of differentiation in Wall Street analysts' NVIDIA Q2 earnings commentary which may be readily replicated by Google BARD.... By Alessio Farhadi Speevr Intelligence
report August 24, 2023 AMD | NVIDIA | The value of great analysts Don't bet against founder CEOs regardless of the industry. They're usually right.... By Alessio Farhadi Speevr Intelligence
report August 23, 2023 NVIDIA | Who’s buying all the GPUs? And why? Is anyone still using Threads? Why are so many startups building their own cloud infrastructure for Autogen AI without even launching a product?... By Alessio Farhadi Speevr Intelligence
report August 23, 2023 US rates | NVIDIA | Our best guess on earnings Our best guess on NVIDIA earnings and what equity analysts' channel checks might be missing... By Alessio Farhadi Speevr Intelligence
report August 23, 2023 Climate | Extreme weather predictions with machine learning Researcher at ETH in Zurich find a novel approach to applying machine learning to improve local forecasts within existing weather prediction models which does not violate the fundamental laws and principles of physics.... By Alessio Farhadi Speevr Intelligence
report August 23, 2023 Argentina | The Week at a Glance- August 22nd, 2023 Download report Editorial: The Problems of Dollarization Javier Milei's victory brought into focus the dollarization plan for which the candidate for president has been fighting. Our opinion is that dollarization is a plan that should be considered as a... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report August 22, 2023 AI | AMD | NVIDIA | It's More Than Just Hardware A look ahead at NVIDIA earning release and the outlook for AI chips manufacturers.... By Alessio Farhadi Speevr Intelligence
report August 21, 2023 USD rates | GameStop movie: Dumb Money US bond yields keep rising. We review the new GameStop movie characters played by actors... By Alessio Farhadi Speevr Intelligence
report August 21, 2023 Argentina polls | Holyrood election as an example A bit of background on smartphone polling with Holyrood elections as a past example... By Alessio Farhadi Speevr Intelligence
report August 21, 2023 Argentina | Speevr private polls Let us know if you're interest in our private election for the upcoming Argentina Presidential election... By Alessio Farhadi Speevr Intelligence
report August 21, 2023 PBoC | GSWM on China investments | AI chatbot PBoC, China Military exercises in Taiwan strait. A look at Goldman Wealth Management China investment outlook. We ask our chatbot to answer questions... By Alessio Farhadi Speevr Intelligence
report August 20, 2023 Daybreak | AI chatbot | VC investing An extensive review of AI chatbot vendors. Empowering venture investors make better decisions.... By Alessio Farhadi Speevr Intelligence
report August 20, 2023 Emerging AI Chatbot Vendors Report, Q2 2023 An extensive review of 10 top AI chatbot vendors... By Dong Liu, Nader Ghaffari Daybreak Insights
report August 18, 2023 Quick market comment | Aug 18th, 2023 A quick market signal and clarification on a previous update.... By Alessio Farhadi Speevr Intelligence
report August 18, 2023 China stimulus | Morgan Stanley | About us We review potential options for the CCP to stabilize the economy and financial markets. Also, a bit about why we do what we do... By Alessio Farhadi Speevr Intelligence
report August 17, 2023 LK-99 | US stocks, rates & inflation Why US bond yields keep rising. LK-99 is not a superconductor, but an insulator... By Alessio Farhadi Speevr Intelligence
report August 17, 2023 Goldman | FT | Transgender advocacy From greenwashing to pink-washing. Why Wall Street banks are so bad at marketing and PR.... By Alessio Farhadi Speevr Intelligence