giftarticle.ft.com/giftarticle/... China’s genius plan to win the AI race is already paying off

Reading Isaac Asimov is always a pleasure. Reading the foundation series also on Apple TV

Sized up #$APP Jun27’s wouldn’t be shocked if it hits 1500 by expiry.

I understand now why metals are considered widow maker trades

Yikes. There are times where my data is in non readable formats cause its more efficient same idea extrapolated

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

Nice tool www.factorstoday.com

Is it as simple as buy gld calls near close

I have almost no intraday tools which is quite a pain on days like this

#$RKT #$TTWO #$MSFT look interesting not sure I got the balls well see

Second red day of the month. I’m skeptics the new chair will be that hawkish

Should really short #$EIDO $Indonesia

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

Seven metals here, 1 year (left) and 1 month (right). Normalised (factor 100).

Interesting book coming out soon A Fabulous Debt: The Epic Story of How Bonds Built the Modern World by Robin Wigglesworth

The documentary secret mall apartment looks fun on Netflix

Seems like the path forward regarding orchestration isntead of creating my own data pipelines for everything docs.n8n.io/hosting/

Interesting. Feels like things are moving so fast this should help github.com/mvanhorn/las...

Clawdbot alternative twin.so

Along with Bill Russell someone I admire a lot and a great writer kareem.substack.com/p/ice-kills-...

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.

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.

$017670.KS up 9% in Korea #$SKM

Curious to see #$SKM when korea opens

bruh #$SKM has a significant ownership in Anthropic

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.

Added some #$INTC & #$IBIT happy to wait it out.

#$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)

I think everyone should own some #$NET Security and api rate limits gonna be huge

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

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

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

Clawdbot seems interesting clawd.bot

brew install trash alias rm='trash' Instead of deleting a file or directory sends it to the trash.

Feels consequential giftarticle.ft.com/giftarticle/... Xi takes sole operational control of army as China probes military leaders

I like the relative limit order option on IBKR

Going to run an audit on my trades this weekend curious what expiries have driven my profit.

At some point silver being too expensive just feeds my copper position. Not sure how to model the dynamics and different prices

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

Thread of things to research later Volatility swaps

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

NGL knew a CPU bottleneck was coming. Didn’t expect Intel to go down based on that

Took some profits up 45% ytd. Seems less impressive when silver is up 33% and #$HL is up 59%. Goal is 400%

Really like #$CIB Dec 26’ otm calls. Low liquidity, columbian bank. Has an election.

Giving up on trimming #$HL just gonna let my leaps balloon to whatever they become