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DHUnplugged #780: Code Red

DHUnplugged #780: Code Red

Episode 780 Published 3 months, 4 weeks ago
Description

Winner of the CTP Cup for IBIT

Announcing the participants for the CTP Cup 2025

Calling a Code Red! Sam Altman’s declaration

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Warm-Up
- Winner of the CTP for IBIT
- Announcing the participants for the CTP Cup 2025
- Calling a Code Red! Sam Altman's panic
- Here come the Tariff lawsuits
- - Smart Toilets are a thing (And learning the Bristol Scale)

Markets
- Horses can smell the barn.... Seasonal Trends
- PR Teams - full throttle - (This is their Social Media)
- Tax planning over the next couple of weeks may see some selling into year end

Impressive Results
- India's economy grew at a faster-than-expected pace of 8.2% in the quarter ended September against a forecast of 7.3% in a Reuters poll and 7.8% expansion in the previous quarter, data released last Friday showed.
- The Indian government has cut consumer taxes on hundreds of items and implemented long-delayed labour reforms in the last three months as it tries to keep the domestic economy strong in the face of global uncertainties.
- Strongest in 6 quarters
- Economists said stockpiling for the festive season as well as expedited exports ahead of the 50% tariff deadline on August 27 might have contributed to the quarterly growth figures.
- Manufacturing output rose 9.1% in the quarter ending in September from a year earlier against growth of 7.7% a quarter ago, while construction expanded 7.2% year-on-year from 7.6% a quarter ago.

NVDA Spreading Out
- Nvidia on Monday announced it has purchased $2 billion of Synopsys common stock as part of a strategic partnership to accelerate computing and artificial intelligence engineering solutions.
- As part of the multiyear partnership, Nvidia will help Synopsys accelerate its portfolio of compute-intensive applications, advance agentic AI engineering, expand cloud access and develop joint go-to-market initiatives, according to a release.
- Nvidia said it purchased Synopsys’ stock at $414.79 per share (Now at $445)

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