Recommended reading for the weekend:
1. Aswath Damodaran (@AswathDamodaran) — Information Timing and Release: The Gaming of Guidance!2. Dwarkesh Patel (@dwarkesh_sp) — Why compute might get 10x+ more expensive in coming years3. J.P. Morgan — Semiquincententacles4. @citrini — Protection Matters: Cybersecurity’s Winners and Losers5. Neil Shah (@neil_shah) — Innolight, Coherent, Lumentum: Who Wins and Loses in the Proposed FCC Ban on Chinese Transceivers?The copyright of this article belongs to the original author/organization.
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