ENTITY
Paul Markham Kahn
Paul Markham Kahn
PulseAugur coverage of Paul Markham Kahn — every cluster mentioning Paul Markham Kahn across labs, papers, and developer communities, ranked by signal.
Total · 30d
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Papers · 30d
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RECENT · PAGE 1/1 · 2 TOTAL
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Shenghui Integration eyes 858M yuan contract; AI investment caution advised
A notice from Shenghui Integration indicates a potential 858 million yuan contract for interior fitting and fixed asset projects at a facility for Qingding Precision Electronics. Separately, GAM's Paul Markham advised c…
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Chip stock caution, Meta-BlackRock data center JV, and Kimi K3 open-source release
Investors are advised against buying into the current chip stock sell-off due to overly concentrated positions, according to Paul Markham Kahn of GAM. Despite this, the long-term investment case for AI remains strong, w…