Indra's Thoughts
IndraLooking for companies with attractive valuations that can achieve promising long term equilibrium.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 64 | Founded | 4 years ago | Last Issue | 6 months ago |
| Active | |||||
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indrastocks.substack.comLatest Issues
Models Don't Really Hallucinate Anymore
When reading about AI you will inevitably hear the word “hallucination” thrown about. For the majority of users a “hallucination” just means a verifiably false fact that the model asserts. This can be a made up quote, a made up source, enti...
Gemini 3: Providing Clarity
Intro:
Gemini 3 is the new State of the Art (SOTA) model, but what does that mean for finance and the stock? I’ll explore Gemini 3 more directly likely in a later article as I’m also exploring a basic benchmark for financial use cases l...
MAG-7 AI CapEx Note
Continuing to work on automating a bunch of research flow. This time taking a swing at CapEx commentary from hyperscalers and related demand commentary from the NVDA side, as well as general news coverage.
The goal here really is to make i...
$CVNA and $GOOGL Earnings Brief
Not a whole lot of time for this one so let’s emphasize the brief in brief. As I’ve said, >100% of my net worth reports earnings today. Don’t really stress it honestly since they seem like good businesses to own.
As a note I’m utilizing s...
Reflection On Managing Money
Hello once again friends, today’s episode is about a journey I started in 2021 that ended this August. Said journey saw me go from a fresh college grad that had no idea what a 10-Q was to managing a portfolio. Giving a mostly self taught an...
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The writers behind this newsletter.
Analyst. Looking for quality with promising long term equilibrium. Opinions irrelevant, but argue with me anyways. I also like/rt dumb stuff sometimes, sorry.
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