Show Notes
Semiconductor ETF SOXL slid 2.3% as chip stocks took a breather after a record run, even as VUG, QQQ, and VGT all nudged higher on Goldilocks jobs-data momentum. • Nvidia hit a fresh all-time high, with options traders now pricing a path to a $6 trillion market cap — which would make it the most valuable company in history. • Micron's blockbuster fiscal Q4 beat landed with a thud in the stock market, as muted post-earnings price action signals investors are weighing cyclical headwinds against AI demand. • OpenAI launched a third-party app platform inside ChatGPT, putting its 1.2 billion weekly users at the center of a direct challenge to Apple's App Store and Google Play. • Interview Tip: In senior ML interviews, the LSTM-vs-transformer question hinges on sequence length — transformers pay quadratic attention costs that only pay off on long context, making LSTMs genuinely competitive for short, fixed-length sequences.
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