Sumeet
@sumeetbadyal.bsky.social
📤 165
📥 258
📝 1540
Sharing what I’m reading
pinned post!
joincolossus.com/article/thom...
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The Making of a Market Maker
How Thomas Peterffy built the machines that killed the trading floor and made Interactive Brokers into a $100 billion business
https://joincolossus.com/article/thomas-peterffy-market-maker/
4 months ago
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giftarticle.ft.com/giftarticle/...
China’s genius plan to win the AI race is already paying off
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China’s genius plan to win the AI race is already paying off
A network of ultra-competitive high-school talent streams has been turning out the leading lights of science and tech
https://giftarticle.ft.com/giftarticle/actions/redeem/daa86a71-b78c-421d-ad47-de306829f3fc
about 10 hours ago
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Reading Isaac Asimov is always a pleasure. Reading the foundation series also on Apple TV
about 12 hours ago
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simonwillison.net/2026/Jan/30/...
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Moltbook is the most interesting place on the internet right now
The hottest project in AI right now is Clawdbot, renamed to Moltbot, renamed to OpenClaw. It’s an open source implementation of the digital personal assistant pattern, built by Peter Steinberger …
https://simonwillison.net/2026/Jan/30/moltbook/
1 day ago
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Sized up
#$APP
Jun27’s wouldn’t be shocked if it hits 1500 by expiry.
1 day ago
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I understand now why metals are considered widow maker trades
1 day ago
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Yikes. There are times where my data is in non readable formats cause its more efficient same idea extrapolated
1 day ago
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Ended up getting long
#$TTWO
Jan 28’ and
#$RKT
Mar 27’. Gta 6 release meme potential. Housing stimulus for midterms. Overnight also opened small positions shorting
#$EIDO
and went long
#$ECO
for political instability and iran blocking the strait
1 day ago
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Nice tool
www.factorstoday.com
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FactorsToday | Modern Quantitative Analysis
https://www.factorstoday.com/
1 day ago
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Is it as simple as buy gld calls near close
1 day ago
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I have almost no intraday tools which is quite a pain on days like this
1 day ago
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#$RKT
#$TTWO
#$MSFT
look interesting not sure I got the balls well see
1 day ago
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Second red day of the month. I’m skeptics the new chair will be that hawkish
1 day ago
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Should really short
#$EIDO
$Indonesia
2 days ago
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If your screening for software stocks the biggest factor currently seems to me is, you need an absolute ruthless management team whose entire goal is to automate their employees
#$NFLX
#$APP
#$SHOP
2 days ago
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reposted by
Sumeet
Umit Singh Dhuga
3 days ago
Seven metals here, 1 year (left) and 1 month (right). Normalised (factor 100).
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Interesting book coming out soon A Fabulous Debt: The Epic Story of How Bonds Built the Modern World by Robin Wigglesworth
4 days ago
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The documentary secret mall apartment looks fun on Netflix
4 days ago
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Seems like the path forward regarding orchestration isntead of creating my own data pipelines for everything
docs.n8n.io/hosting/
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n8n Hosting Documentation and Guides | n8n Docs
Access n8n hosting documentation and guides. Find comprehensive resources to help you set up and manage your self-hosted n8n instances.
https://docs.n8n.io/hosting/
4 days ago
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Interesting. Feels like things are moving so fast this should help
github.com/mvanhorn/las...
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GitHub - mvanhorn/last30days-skill: Claude Code skill that researches any topic across Reddit + X from the last 30 days, then writes copy-paste-ready prompts
Claude Code skill that researches any topic across Reddit + X from the last 30 days, then writes copy-paste-ready prompts - mvanhorn/last30days-skill
https://github.com/mvanhorn/last30days-skill
4 days ago
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Clawdbot alternative
twin.so
4 days ago
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Along with Bill Russell someone I admire a lot and a great writer
kareem.substack.com/p/ice-kills-...
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ICE Kills Again, Another GOVT Shutdown Brewing, & Horton Doesn't Hear a WHO
January 27th, 2026
https://kareem.substack.com/p/ice-kills-again-another-govt-shutdown?has_completed_unsubscribed_unlock=true
4 days ago
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Pretty insane got clawdbot scrolling scraping from sites like the FT Twitter Google news it does different types of scrolling so it doesn’t miss anything checks for uniqueness groups by topic ticker in a database. Next step is to hook it up to my option pricer to find opportunities.
4 days ago
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I created an x summarizer using clawd bot. Gave it a separate blank computer and only has write access to s messaging platform I and no one I know uses. I see the appeal its very nice. This is what ai is supposed to feel like.
5 days ago
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$017670.KS up 9% in Korea
#$SKM
5 days ago
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Curious to see
#$SKM
when korea opens
5 days ago
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bruh
#$SKM
has a significant ownership in Anthropic
5 days ago
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My
#$GLD
and
#$SLV
miners do not reflect confidence that the giant moves stick but even if gld and slv drop 30% from here I believe the miners should meaningfully rerate.
6 days ago
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Added some
#$INTC
&
#$IBIT
happy to wait it out.
6 days ago
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reposted by
Sumeet
Vandy, C.A.
6 days ago
#$MSFT
GS preview reports Q2 AMC 1/28 - Rev $80B est or 2-3% upside to cons - EPS $3.95 (ex OpenAI acctg) or 4-6% above cons - Azure groth 39% constant ccy - $655 px target (32x)
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I think everyone should own some
#$NET
Security and api rate limits gonna be huge
6 days ago
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reposted by
Sumeet
Lex Investor
6 days ago
pmc.ncbi.nlm.nih.gov/articles/PMC...
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Retention and Transfer of Cognitive Bias Mitigation Interventions: A Systematic Literature Study
Cognitive biases can adversely affect human judgment and decision making and should therefore preferably be mitigated, so that we can achieve our goals as effectively as possible. Hence, numerous bias mitigation interventions have been developed and ...
https://pmc.ncbi.nlm.nih.gov/articles/PMC8397507/
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As I have been hitting opus limit more regularly been impressed with sonnet. It works much better than I remember and finding it quite useful for quick one off scripts basically anything that doesnt have to stay or need a design plan
6 days ago
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Also if you are using Clawdbot prolly better not to mention it. Not sure how but pretty sure anyone with your contact info could attempt prompt injections
7 days ago
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I can’t wrap my head around clawdbot. Maybe its cause I can easily come up with multiple prompt injection scenarios. At some point it gets write access to something your logged into and at that point it can get to anything. Reminds me of the value of airgapped laptops
7 days ago
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reposted by
Sumeet
Lex Investor
7 days ago
12mv2.com/wp-content/u...
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Clawdbot seems interesting
clawd.bot
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Clawdbot — Personal AI Assistant
Clawdbot — The AI that actually does things. Your personal assistant on any platform.
https://clawd.bot/
7 days ago
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brew install trash alias rm='trash' Instead of deleting a file or directory sends it to the trash.
7 days ago
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Feels consequential
giftarticle.ft.com/giftarticle/...
Xi takes sole operational control of army as China probes military leaders
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Xi takes sole operational control of army as China probes military leaders
Two generals are being investigated for ‘serious discipline violations and violations of the law’
https://giftarticle.ft.com/giftarticle/actions/redeem/f65d19b7-a8f0-48df-afdf-5ca17d035bc7
8 days ago
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www.buzzfeednews.com/article/heid...
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Poison In The System
When a financier dropped dead in Britain shortly after exposing a vast Russian crime, police said it was not suspicious. But with his inquest now underway, BuzzFeed News has uncovered explosive eviden...
https://www.buzzfeednews.com/article/heidiblake/poison-in-the-system#.bx0arEWRk
8 days ago
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I like the relative limit order option on IBKR
9 days ago
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Going to run an audit on my trades this weekend curious what expiries have driven my profit.
9 days ago
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At some point silver being too expensive just feeds my copper position. Not sure how to model the dynamics and different prices
9 days ago
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Theres a level of intrinsic motivation to succeed I cant match like back to back -20 degree days and seeing 5 ft snow every day after shoveling the day before for 3 hours
9 days ago
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Thread of things to research later Volatility swaps
9 days ago
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Think
#$APP
looks interesting at these levels. Customers can self serve onboard now and I imagine that ramps things up. Not sure whether to target 700 for earnings in feburary as a swing trade or add a june 2027 or later call with pt of 1000 as a long term hold
9 days ago
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NGL knew a CPU bottleneck was coming. Didn’t expect Intel to go down based on that
9 days ago
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Took some profits up 45% ytd. Seems less impressive when silver is up 33% and
#$HL
is up 59%. Goal is 400%
9 days ago
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www.reuters.com/world/asia-p...
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Major Australian pension fund trimming US dollar exposure on weakening outlook
Australia's second-biggest pension fund says it is reducing its exposure to the U.S. dollar through currency hedging as falling interest rates and ongoing global volatility have investors around the...
https://www.reuters.com/world/asia-pacific/major-australian-pension-fund-trimming-us-dollar-exposure-weakening-outlook-2026-01-20/
9 days ago
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Really like
#$CIB
Dec 26’ otm calls. Low liquidity, columbian bank. Has an election.
9 days ago
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Giving up on trimming
#$HL
just gonna let my leaps balloon to whatever they become
10 days ago
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