Landscapes & Macro
I think I’m getting a hang of this. I still struggle with composition on macro as I continue to shoot the two ends of the spectrum; landscapes and macro.
Read more
Some `options` for 2025
Alphabet today has a lower valuation and more diversified revenue streams compared to Nvidia’s more concentrated revenue streams in data centers optimized for AI.
Effectively monitoring HTTP/2 Applications
HTTP/2’s primary performance advantage lies in its multiplexing feature, where multiple streams are handled simultaneously over a single TCP connection. Inefficient multiplexing can lead to inefficiencies. It's important to use the right tools and strategy for HTTP/2 applications.
O11y - Data is the Key to Understanding Application Behavior
Monitoring solutions typically involve the collection of logs, traces, and metrics that assist organizations in comprehending the behavior of their applications. These tools process vast quantities of data to provide valuable insights. Traditionally, monitoring was conducted in silos, necessitating separate tools for monitoring various aspects, such as applications, networks, security,
The AI conundrum
The last couple of week saw all of the AI related gains drop at a steep rate. It’s earnings season and looks like Wall St. does not like it when billions of $ of investment do not give you the return they expected to see. META, Google and Microsoft earnings