#riskspotlight #risk #erm #grc | Manoj Kulwal | 12 comments
#riskspotlight #risk #erm #grc | Manoj Kulwal | 12 comments
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$NVDA $MU $SNDK $LITE EXECUTIVE OVERVIEWThe Reiner Pope interview should be read as a 1st-principles economic model of frontier AI systems rather than as a generic technical lecture. Its central claim is that the binding constraint for frontier inference is not raw tensor-core FLOPs in isolation, but the joint system of HBM bandwidth, KV-cache movement, scale-up interconnect, batching policy, and memory hierarchy. The result is a coherent framework for explaining why token prices differ across i
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“The most fun I had was scalping... but the most money I made was from simple trend following.”@stonXBT has been trading since 2019 - from learning market profile and order flow, to trading on a prop desk, scalping DOM icebergs, and running £3k into £800k.We talked about why risk matters more than setups, why most traders skip the source material, and how boring trend-following often beats chasing the fun trades.Also covered Bitcoin, Hyperliquid, macro, oil, AI, and why markets can ignore risk f
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