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Continue reading →: Global Modeling with GluonTS DeepAR: Future of Semiconductors in the U.S.Bernstein has conducted an analysis of the U.S. supply and demand balance in analog and discrete semiconductors, particularly in light of the potential introduction of Section 232 tariffs. The analysis focuses on the implications for major companies, including Texas Instruments, Analog Devices, Infineon Technologies and Renesas. According to analysts led…
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Continue reading →: Conformal Prediction Intervals of XGBoost Model: Bitcoin Peaks Amid Coinbase’s Earnings StruggleIn the second quarter, Coinbase did not meet Wall Street’s expectations. This decline occurred alongside lower market volatility, despite BTC prices reaching record highs according to Kaiko Research. The chart below indicates that the market priced the aforementioned from August. We can observe a negative decoupling between the Bitcoin and…
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Continue reading →: Global Modeling with Automated ML: Impact of One Big Beautiful Bill on Big TechMorgan Stanley analysts believe that the One Big Beautiful Bill will be a boon for Big Tech, as it will provide a cash influx to AI giants, thereby enhancing their dominance in future AI competitions. But Trump’s 1 August tariffs, which compensate for tax cuts in the aforementioned bill, seemed…
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Continue reading →: Trend-Anomaly Analysis of U.S. Federal Budget BalanceAccording to the Trend-Anomaly chart, after the liberation day tariffs, the U.S. Federal Budget Balance has recovered from the extremely high level deficit. Source code:

