Indra's Thoughts
Subscribe
Sign in
Home
Archive
About
Models Don't Really Hallucinate Anymore
When reading about AI you will inevitably hear the word “hallucination” thrown about.
Nov 25, 2025
•
Indra
3
1
Gemini 3: Providing Clarity
God I'm funny
Nov 19, 2025
•
Indra
8
3
MAG-7 AI CapEx Note
Taking a look at $GOOGL $NVDA $MSFT $AMZN
Oct 31, 2025
•
Indra
8
Most Popular
View all
$CDLX: Thesis, Model, Liquidity. 100% IRR Or Die Trying
Mar 25, 2023
•
Indra
22
3
$CDLX - Where we're at and hopefully going
Apr 23, 2024
•
Indra
24
3
$CDLX - The Q2 Conundrum
Aug 26, 2024
•
Indra
22
3
1
$CVNA - Deconstructing the Hindenburg Report
Jan 7, 2025
•
Indra
13
$CDLX: How It's Made
Dec 23, 2023
•
Indra
19
4
1
$CDLX - Getting Technical with Chase and AmEx
May 24, 2024
•
Indra
17
Latest
Top
Discussions
$CVNA and $GOOGL Earnings Brief
Not a whole lot of time for this one so let’s emphasize the brief in brief.
Oct 29, 2025
•
Indra
6
7
Reflection On Managing Money
And other such interesting titles
Oct 29, 2025
•
Indra
14
1
Clarity AI - A New Spin On AI For Investment Research
This article will contain some shameless self promotion, but the goal of that self promotion is to be value additive to readers, so I’ll let it slide.
Oct 8, 2025
•
Indra
3
1
You Are Thinking About Thinking Wrong
Attention and tools are all you need
Oct 1, 2025
•
Indra
12
4
Automating Modeling - CVNA Test
Thanks Google!
Jul 16, 2025
•
Indra
4
Launching Clarity Predictions Beta
Paid rewards to do the job you already do
Jun 25, 2025
•
Indra
1
AI Agents For Finance
Making 10-K analysis less boring: Featuring CVNA
Jun 19, 2025
•
Indra
2
See all
Indra's Thoughts
Looking for companies with attractive valuations that can achieve promising long term equilibrium.
Subscribe
Recommendations
Fallacy Alarm
Rene Bruentrup
Swanson Investment Research
Austin Swanson
The Innovation Codex
Richard Chu
SixSigmaCapital: Navigating the Financial Markets
SixSigmaCapital
Clarity Markets Newsletter
Clarity Markets
Indra's Thoughts
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
