This chart is pretty good on tokens: https://openrouter.ai/rankings?view=month A few observations: * Looking at the chart, token UNITS interestingly seem to be really flattening overall. * Re chart later in this note, token pricing is cratering. In part because unit growth is slowing, in part because the current pricing is dis-economic for customers, and in part …
Read in context ›Amazon Stock (AMZN)
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211 mentionsMore Tales From Nvidia: Tokens and Erratum (Issue #230!) Things I Did Today Here are today’s things: * I sold out the following longs: ($AMZN) $236.89 ($GOOGL) $330.07 ($MSFT) $450.31 ($SNDK) $1156 * Added to ($MSOS) $4.04, ($TRLV) $8.02 and ($GTBIF) $6.92 Positions: Long MSOS VVL TRLV S GTBIF S
Read in context ›Out of Tech Longs I am out of longs in SNDK ($SNDK), AMZN ($AMZN), GOOGL ($GOOGL) and MSFT ($MSFT). Positions: None.
Read in context ›Mixed Results Last Night Microsoft ($MSFT) was a pleasant surprise with growth at Azure accelerating. Mets ($META) not so much. We remain long $MSFT, Amazon ($AMZN) and Alphabet ($GOOGL) in the Mag 7. More later… Position: Long MSFT (S), AMZN (S), GOOGL (S)
Read in context ›After-Hours Adds Besides Alphabet ($GOOGL), I added to Amazon ($AMZN) at $244.90 and Microsoft ($MSFT) at $390.30 in the after-hours. Position: Long GOOGL (S), AMZN (S), MSFT (S)
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