Markets….Broadcom….Apple…Google and disquiet at Tesla.

The Weekend was mostly pretty quiet……..apart from news that Elon and Scott Bessent apparently played indoor Rugby in the Oval Office! Nothing much surprises anymore. In the Geek-O-Sphere…..the big news is an Apple Paper on Large Reasoning Models that is frankly (and this is the quick take) sceptical of their worth and validity….Apple comes down...

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