@mikelongterm
Long Term Investor Largest Holding $AMD $PLTR $TSLA Others $XYZ $HIMS $GRAB $TSM $AMZN $NVDA $LMT $ETH $BTC $META $GOOGL $WING $ADBE $BROS Not Financial Advice
Technology
Google announced a persistent "Gemini agent" handling multi-day tasks across Workspace, Microsoft 365, Slack, and Jira. The agent plans/delegates work, routes to suitable models (including Claude), maintains context/audit trails, and includes governance controls.
Technology
The Financial Times says Apollo is expected to lead, with about $10bn in bank loans and $30bn in investment-grade debt.
Technology
A user argues that Meta buys AMD's Instinct GPUs to hedge against Nvidia's pricing and supply risks.
World & Business
A post says the order is for cloud company Vultr and pairs AMD AI racks with HPE networking gear.