Archive - Random Candy

The Conviction Mirage

An enlightening conversation that is relevant to AI and Nvidia.

Jan 27 •

It's always good to have a map.

May 11, 2022 •

Not a victory lap yet but others are seeing it.

Jul 18, 2022 •

Inflation, Rates & Valuation

Conventional wisdom may or may not apply.

Nov 15, 2021 •

The missing hybrids.

Carmakers seem dumb as stumps.

Jan 29, 2024 •

Many days late and dollars short.

Nothing personal but this is bad even for "Old Wall Street."

Jul 25, 2022 •

My Last Biotech

Decades of trial and error deserve to end with a bang.

Jun 23 •

Finally a better search.

Get information they way you need it and not advertisements.

Nov 15, 2022 •

Google shoots itself again.

In the foot or the head?

Feb 26, 2024 •

Bettering Marvin Minsky

But only because his wife Gloria has a sense of humor.

Mar 30, 2024 •

Recent reports suggest we'll be waiting for a recovery.

May 18, 2022 •

Two Bubble Experiences

They may be like snowflakes but still....

Feb 29, 2024 •

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