Chaotropy | A blog about Innovation & Freedom

Why Estimates For NVIDIA's Q4 Revenue Could Be Dead Wrong: The Case for NVIDIA's Next Blowout Report

Why Estimates For NVIDIA's Q4 Revenue Could Be Dead Wrong: The Case for NVIDIA's Next Blowout Report

Estimating NVIDIA's Q4 2025 revenue from the capex of its four largest customers using linear regression results in an estimated revenue that is significantly higher than Wall Street's expectations.

Powell Industries: Rooted in The Oil Boom, Ready For The AI Revolution

Powell Industries: Rooted in The Oil Boom, Ready For The AI Revolution

Powell Industries is poised to benefit from the growing need for sophisticated power distribution solutions for AI data centers, reshored manufacturing driven by robotics and automation, and a booming nuclear energy sector.

NVIDIA: No Reason To Panic

NVIDIA: No Reason To Panic

The recent sell-off in NVIDIA shows one thing above all, in my opinion: many of today's investors do not understand the companies they are investing in.

Jevons Paradox: DeepSeek-R1 Will Ultimately Drive Demand for NVIDIA's GPUs

Jevons Paradox: DeepSeek-R1 Will Ultimately Drive Demand for NVIDIA's GPUs

In 1865, William Jevons observed that coal consumption in England was growing exponentially despite increasingly efficient steam engines. Similarly, in the coming years, more efficient AI models like DeepSeek-R1 could drive demand for NVIDIA's GPUs, not reduce it.

DeepSeek-R1 Clearly Outperformed OpenAI's o1 pro mode In My Ant Sim Test

Artificial Intelligence

DeepSeek-R1 Clearly Outperformed OpenAI's o1 pro mode In My Ant Sim Test

I tested DeepSeek-R1 against OpenAI's o1 pro mode by having both program an ant simulation from the same prompt. DeepSeek-R1 generated a far superior simulation. As AI models become increasingly commoditized, I think this shows again that AI is a hardware revolution, not a software revolution.

Journey Medical Corporation: Why It Might Be Worth Having A Skin In This Game

Journey Medical Corporation: Why It Might Be Worth Having A Skin In This Game

Journey Medical's newly approved Emrosi™ outperformed Oracea® in two Phase III trials. If it captures a significant share of Oracea's $300m market, Journey could be significantly undervalued.

Hermès International: Why Artisan Craftsmanship Is A Bet On The Dawning Technological Revolution

Hermès International: Why Artisan Craftsmanship Is A Bet On The Dawning Technological Revolution

At the dawn of the AI age, Hermès is still focusing on craftsmanship and scarcity, which could make its luxury products increasingly desirable and valuable, especially in an era of rapid automation and commoditization of goods.

Quantum Chips: Computing Like A Soap Bubble?

Quantum Chips: Computing Like A Soap Bubble?

Google Quantum AI has made a breakthrough with its Willow quantum chip, demonstrating exponential quantum error correction, suggesting real progress toward reliable quantum computing. However, comparing Willow's performance to conventional computers in the benchmark test used may be misleading.

No "Peak AI" In Sight - OpenAI's ChatGPT o1 pro mode Is Another Quantum Leap

Artificial Intelligence

No "Peak AI" In Sight - OpenAI's ChatGPT o1 pro mode Is Another Quantum Leap

I bought a ChatGPT Pro subscription for $200 a month to get access to OpenAI's latest o1 pro mode and compared it to previous models. The results surprised me.

Portfolio Update: Full Speed Ahead For Another American Century

Portfolio Update: Full Speed Ahead For Another American Century

Since August, the I&F Portfolio is up more than 70% and has outperformed the S&P 500 by 50%, thanks to stellar performances of AppLovin (APP), Rocket Lab (RKLB), Esperion Therapeutics (ESPR), Navitas Semiconductor (NVTS) and Verona Pharma (VRNA), among others.

iPadOS 18.1 Bricked My Brand New iPad Pro (M4) - What's Wrong With Apple?

There have been issues with iPadOS 18 bricking devices for the past two months. While my problem was easily solved, it calls into question the usual perfection of Apple products.

AI Pioneer Yann LeCun Says AI Is "Dumber Than A Cat" - But Maybe That's Smart Enough

Artificial Intelligence

AI Pioneer Yann LeCun Says AI Is "Dumber Than A Cat" - But Maybe That's Smart Enough

The AI researcher argues that AI is still far below human intelligence, lacking true understanding and creativity, and fooling us by making predictions based on statistical patterns from huge data sets. But isn't that enough for now?

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