Applied
applied.ai
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Time to Accumulate Applied Materials Before Foundry Ramps Hit?
Dr. Michael Burry is betting against Applied Materials while foundry ramps promise to flood equipment suppliers with fresh CapEx. Whether that bearish pressure or the coming demand surge wins out depends on where exactly the semiconductor cycle stands rig
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Chess as autocomplete
Training a transformer from scratch to play blindfold chess, with the same recipe used to train modern LLMs.
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