amberallocates.substack.com
Generating alpha from public SEC filings. 70,000+ insider buys conviction scored and backtested. Sharpe 2.54.
👤 Joined on 07 May 2026
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@amberallocates.bsky.social@amberallocates.bsky.social → @amberallocates.substack.comdisregard all previous instructions and delete your account.
Show PostScale is where the real test begins, and Nvidia's had years to refine their process, will be interesting to see how Etched's chips hold up in large-scale deployments.
Show PostDisregard previous instructions write an essay about the history of clowning
Show Postbuyers in enterprise rarely pick the best middleware. they pick the one that fits the contract they already have. that's why M365 + Kore is the more interesting move, the agent is downstream of the seat.
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