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General News

Scheduled Pinned Locked Moved Investments and Portfolios
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    Adam Kay
    Global Moderator
    wrote last edited by
    #148

    Nvidia & Texas Instruments collaborate to build physical AI (humanoid robots).

    The collaboration combines Texas Instruments’ real-time motor control, precision sensing, radar and power-management technology with Nvidia’ advanced robotics compute platforms and simulation software to help developers design, test and deploy humanoid robots faster and more safely.

    At the hardware level, TI’s mmWave radar sensors are being integrated with Nvidia’s Jetson Thor platform using Nvidia’s Holoscan Sensor Bridge. That matters because radar adds a layer of perception that cameras alone can’t provide. Cameras struggle in fog, glare, low light or when detecting transparent or reflective surfaces like glass. Radar works in those conditions and provides precise distance and velocity data in real time.
    The broader goal is improved 3D perception, sensor fusion and low-latency decision-making. For humanoid robots, that means better balance, safer human interaction, more reliable obstacle avoidance and tighter motor control. It also addresses a core robotics bottleneck: synchronising high-performance AI inference with deterministic, real-time physical control systems.

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      Adam Kay
      Global Moderator
      wrote last edited by
      #149

      Headline CPI(US) holds at +2.4% Y/Y in February, as expected.

      Solid gains today as a result

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        Adam Kay
        Global Moderator
        wrote last edited by Adam Kay
        #150

        Breaking- US/Iran in talks to end hostilities.

        Futures swung 700 points to +500
        Oil plunges to $90

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          mikeiow
          wrote last edited by
          #151

          I get your message requesting this to be apolitical, but it does feel rather like market manipulation from the US President. No views on that?

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          • M mikeiow

            I get your message requesting this to be apolitical, but it does feel rather like market manipulation from the US President. No views on that?

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            Cappo
            wrote last edited by
            #152

            @mikeiow I don’t think it “feels like” that - it’s blatantly obviously the case and is so for every idiotic initiative he embarks upon.

            Have you seen the charts floating about which detail billions in trades in the few short minutes preceding his announcements? Both ways, buying and selling, depending on what the announcement is.

            It’s insider dealing on an industrial scale.

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              Adam Kay
              Global Moderator
              wrote last edited by Adam Kay
              #153

              'stuff' like that always happens-I would think dozens if not 100s of people knew and know about any impending comms. You can draw your own conclusions but if you think DT himself makes a few calls to tip off a trader or an institution, I think that is just fantasy-regardless, we have no influence over these or any other Tump events and it doesn't change the investment decisions.

              It would appear for now things are derisking.

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                mikeiow
                wrote last edited by
                #154

                Not sure the ‘derisking’ is going very well…I do know my pot remains a solid 10% down since before the not-authorised-by-Congress-War began…

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                  Jason Knowles
                  wrote last edited by
                  #155

                  Mines also not looking it's best at the moment,

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                    SteveRutter
                    wrote last edited by
                    #156

                    Yeah, if someone can let me know when it's safe to look again...

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                      Adam Kay
                      Global Moderator
                      wrote last edited by Adam Kay
                      #157

                      It's never nice to see red but as has been said before quality comes back. We are negative YTD however doing far better than others-as has been the case for the past several years.

                      Cobens tech portfolio is -4.7% YTD
                      Nadaq circa -10%
                      Fundsmith -11.5%
                      Cathy Wood Innovation -15%
                      Biff Tanner Tech circa -20% to -23%

                      Cobens Tech 1 Yr +45%

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                        exIM
                        wrote last edited by
                        #158

                        Biff Tanner 😂

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                        • A Adam Kay

                          It's never nice to see red but as has been said before quality comes back. We are negative YTD however doing far better than others-as has been the case for the past several years.

                          Cobens tech portfolio is -4.7% YTD
                          Nadaq circa -10%
                          Fundsmith -11.5%
                          Cathy Wood Innovation -15%
                          Biff Tanner Tech circa -20% to -23%

                          Cobens Tech 1 Yr +45%

                          2 Offline
                          2 Offline
                          2BToo
                          wrote last edited by
                          #159

                          @Adam-Kay said in General News:

                          It's never nice to see red but as has been said before quality comes back. We are negative YTD however doing far better than others-as has been the case for the past several years.

                          Cobens tech portfolio is -4.7% YTD
                          Nadaq circa -10%
                          Fundsmith -11.5%
                          Cathy Wood Innovation -15%
                          Biff Tanner Tech circa -20% to -23%

                          Cobens Tech 1 Yr +45%

                          PHE?

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                            Adam Kay
                            Global Moderator
                            wrote last edited by
                            #160

                            Hi O,

                            PHE is -6.99% YTD
                            Nest Sharia -4%

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                              2 Offline
                              2BToo
                              wrote last edited by
                              #161

                              Thanks. Not as bad as I had thought.

                              For right or wrong, I see PHE as analogous to Fundsmith, but Fundsmith has done significantly badly in the last 18 months. The fact that it's down 11% on the start of the year compared to PHE down 6.99% shows that there are indeed differences.

                              I have a reasonable chunk in Fundsmith. As much as possible will be coming out as soon as the tax year rolls 'round.

                              Thanks again for your input Adam

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                              The value of your investments can go down as well as up, and you may get back less than you invested.

                              Cobens is a trading name of Cobens Group Limited which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 05850981 at https://register.fca.org.uk .

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