Commodity-linked positions in "Gemini investing" gained 6.1% in August, primarily due to gold’s breakout above $2,050/oz, reflecting heightened geopolitical hedging demand. IonQ believes that quantum computing can significantly boost AI capabilities. Recently, IonQ announced that its Tempo system has reached the #AQ 64 performance milestone. This indicates that its computing space for quantum calculations has doubled from the last milestone it achieved nine months ago. This advancement further increases IonQ's potential to become viable in boosting AI, as a hybrid system can significantly reduce energy consumption while running these models. Next, I gave Gemini access to my holding statements. Based on my experience, Gemini didn’t fare too well with Excel documents, and feeding it raw data worked out much better; it was able to make sense of all the data in seconds. However, your mileage may vary. Regardless, I would highly recommend labelling essentials like the fund name, code, current value, invested amount, start date, returns so far, and more in a structured format. This makes it trivial for the LLM to understand your current holding statements and avoids unnecessary to-and-fro in cleaning up bad parsing of data. Hedge fund sentiment around "Gemini investing" appears to favor defensive rotation into dividend aristocrats, supported by stable cash flow metrics despite macro uncertainties.
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