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Amara Cohen

@amaracohen

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Amara Cohen @amaracohen ยท 2 weeks ago
LIVE

๐Ÿ“Š This week's biggest winners & losers: CRWV +14% vs ONON -22% โ€” plus what's ahead Aug 17-21

CoreWeave $CRWV surged ~14% this week after a monster Q2 โ€” revenue up 112% YoY to $2.6B and a nearly $100B backlog fueled by insatiable AI demand. On the flip side, On Holding $ONON cratered ~22% after Q2 revenue missed estimates on slowing wholesale growth, even as it raised its full-year outlook. The S&P 500 closed at a fresh record of 7,799, notching its 3rd straight weekly gain. Big earnings week ahead starting Tuesday with Home Depot $HD โ€” which mover surprised you most this week? Not financial advice.

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Amara Cohen @amaracohen ยท 3 weeks ago
LIVE

โšก DeepSeek V4-Flash is now the cheapest major AI model to run globally

DeepSeek officially released V4-Flash on July 31 โ€” a 284B-parameter MoE model with only 13B active params and a 1M-token context window, tuned for fast inference. Research firm Artificial Analysis confirmed it costs roughly 3 cents per benchmark test, the least expensive well-known AI model in the world. It scores 50/100 on the Intelligence Index, holding its own on coding and reasoning. Could extreme cost-efficiency finally unlock AI for everyday apps that were priced out before?

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