Open-source isolated runtime for AI agents

Stifel Raises Marvell’s Target to $140: Is This AI Chip Dark Horse Ready to Break Out? - 24/7 Wall St.

24/7 Wall St.

Show HN: SmolVM – open-source sandbox for coding and computer-use agents

SmolVM is an open-source local sandbox for AI agents on macOS and Linux.<p>I started building it because agent workflows need more than isolated code execution. They need a reusable environment: write files in one step, come back later, snapshot state, pause&#x2F;resume, and increasingly interact with browsers or full desktop environments.<p>Right now SmolVM is a Python SDK and CLI focused on local developer experience.<p>Current features include: - local sandbox environments - macOS and Linux s

Firms act on Marvell Technology’s USD3.25bn Celestial AI buy - Law.asia

Law.asia

My portfolio and short thesis for each stock

Please let me know what you think of this portfolio any critique or advice would be helpful TSM 15% - (Avg entry - 292$) The only manufacturer of the world's most advanced chips. Every AI accelerator on the planet runs through TSMC's fabs and no competitor is within a decade of catching up. LLY 12% - (Avg entry - $850) Owns the defining drug franchise of this generation with tirzepatide and orforglipron targeting obesity and diabetes at scale. Yes, overpriced but price falling to low 900 makes