TL;DR: Ken White's account was suspended for 4 days and is back. He did not want to implicitly promise not to make similar posts about wishing Musk dead so he will no longer post here 😭😭😭

The current state of LLMs

Since Trump took Fable from us I have finally been dragged kicking and screaming into the agents / skills world. A Claude and I built a workflow that is invokable as a custom skill: /spec-pipeline to have a critic agent interact with the owner of a new spec until they reach an agreement. 1/2

I will stan Sheep forever but really you can't go much more wrong than following Jordan Lasker aka Cremieux, a failed grad student who makes money peddling race science on Twitter (as well as sharing a bunch of other interesting things which attracts more people to his main theme).

Repeat after me: 👏There 👏is 👏no 👏such 👏thing 👏as 👏a 👏harmless 👏virus👏

Who cares that Trump took egg. Trump took Mythos and Fable www.anthropic.com/news/fable-m...

FWIW I only paid $0.15 per share to locate #$SPCX SpaceX to short and there is plenty of available locates under $0.50. After an initial pop this should fade nicely -- I'll look for topping action, set stop at highs, and short away (small size of 200bps because this isn't my normal thing)

Andrew Tate and Tristan Tate are pedophiles. They had sex with 15 year old girls. Then Trump and his cronies pushed Romania to free them. PEDOPHILES. Yeah they raped and trafficked dozens of women, but the word pedophile might stick. If your brother watches/follows them? Remind him they are pedos.

Preliminary notes on Claude Fable 5: for online research with lots of resources, not much better than Opus 4.8 (they gave similar answers to this question on Starship h/t @esghound.com for the rocket equaltion knowledge). I used 1% of my Max 5x 5 hour allowance for Opus run and 8% for Fable run 1/2

Happy delivery day for Jack Schwager's "Market Wizards: The Next Generation." I personally know three of the traders in the book: Lukas Froelich, Phil Goedeker, and Lance Breitstein. They are all amazing traders and Lukas will someday be ranked as one of the greatest traders of all time.

Okay, feeling functional enough to actually tweet more about the #$QVCPQ trial. in 90 minutes we commence here Dial in info: 832-917-1510, enter conference code 282694

I really don't have time to get into this in detail but this is a classic case of Fin Bros being Fin Bros. The main skill of a Fin Bro is being confident on little info (not knocking that--I pay a couple $40k+ per year for that). The TikTok lady is obviously overconfident but directionally right.

Good job #$GOCO GoHealth! You are not zeroing out your common shareholders in your bankruptcy filed today. The plan is complex but by my reading common shareholders will get ~$0.34 per share. www.bankruptcy.angeiongroup.com/Clients/ghi/...

This probably benefits no one, but it is a fun tale of a fuckup so gather round. I have an old script that scrapes and alerts certain actionable news for me and it is literally my best trading strategy. Because the scraping is aggressive I never took it out of the cloud and into my NewsBot 1/3

Another China pump and dump gets the dreaded T12 halt #$JDZG -- and the ones hurt the most will be short sellers stuck paying outrageous borrow (99% APR) indefinitely

Should I live-tweet the #$QVC #$QVCPQ #$QVCAQ bankruptcy confirmation trial? We have six days scheduled through June 15th for this. After hearing the debtor's opening remarks I shorted 2k #$QVCPQ at $7.64 and am down on that as the preferreds are now $8.05 x $8.15

Andrew Left rightly lost his case because he was scalping his subscribers. I've followed him for 20 years and he's always played fast and lose. Scalping is what got Tokyo Joe and hundreds of other pumpers (usually not always in civil cases). If he had honestly portrayed his trades he would've walked

Free α Friday: The "fun" part about shorting crappy penny stocks is occasionally they halt or get delisted without notice and never trade OTC so you end up short forever. The stock isn't deemed worthless until the company tells DTCC to delete it from their books. 1/5 bsky.app/profile/good...

Excellent essay. If you are writing complex code with LLMs you need to understand the big picture -- the data model, the schema. The LLM is only the junior dev and you are in charge. Don't let it think for you.

#$COST Costco mechanically tenderizes some of their steaks. Better not eat that rare (or medium rare) unless you've cooked it sous-vide to pasteurize the inside. Whole primals, tenderloins, and flank steaks are not blade tenderized from what I've heard.

I had my fastest trade ever today at 700ms. I also crossed $2k in cumulative profits for my bot. Note that this only covers new strategies for my bot, not the old ones I automated (they have higher profits). Still, nice to see some small if real profits from a strategy I could never do by hand.

ANTHROPIC WORKING TO RELEASE MYTHOS MODEL TO ALL CUSTOMERS IN COMING WEEKS

Nice post by @johnhempton.bsky.social on Australia's tax policy and how countries in general should tax in this era of mobile capital johnhempton.substack.com/p/some-austr...

One of the problems of being a vibe coder is you can too easily become disconnected from fundamental data architecture. For interfacing with my SQL DB that isn't an issue, but my bot's interface with the SEC's REST API had a problem: Claude assumed that the SEC's server responses were fast 1/4

Novel gustatory experience alert! Galit, one Michelin star in Chicago is great and tasty AF. I even had the added joy of seeing anti-foie gras protestors picketing outside. Cocktails also good as well as Pussytails.

No, Claude, you forget what we do. We cut corners. Following rules is for low-IQ losers.

“The best explanation for “missing heritability” is twin studies systematically overestimate heritability…When someone tells you IQ is 80% heritable & molecular studies are unreliable because they miss rare variants, link them to this post, especially if they’re trying to justify scientific racism”

Somebody please yell at Society Pass Incorporated #$SOPA and tell them to put out a PR or at least 8-K about the bankruptcy they filed in SD Texas last night. I'm ready to take my profits

It can be really helpful to see who is buying into crazy spikes sometimes ... and when it is a big short seller blowing up (or at least taking a huge loss), memorize the chart pattern because as they are finishing covering you want to be shorting #$WOK x.com/EternaLEnVy1...

Probably the only real hallucination I've ended up with in my trading bot was this -- I thought I was specifying that strategy-specific routing instructions would take precedence over general broker routing but Claude reversed this and called the inclusion of these routes in my config "cosmetic" 1/3

We need Democrats who are willing to kill 1.3 billion in response to MAGA killing one.

If you understand speculation You know what to do and for how long This is financial advice This is sexual advice This is nutritional advice

Hit spec 100 today. It has been just over 30 days since I started using spec-driven development with Claude. Having 3 agents with different goals helps find errors. Starting with a spec helps to clarify my own goals for an edit. My Claude.md lays out the 3 roles: Spec Writer, Implementer, Tester

Does anyone have any advice for how to deal with IB's price capping on time-sensitive trades in fast-moving stocks? I've tried adaptive algo urgent and many other order types and my orders keep getting capped and left behind. No time to call IB on these trades to get the cap removed.

why breed dogs with jaws large enough to tear through Flesh, when you could breed dogs with minds large enougj to tear through Fallacy.....

I have a fully-featured news trading bot with most bugs fixed. The dashboard will even let me trade anything at any of my three brokers. It runs on a secure VPN that I access from my phone so I don't have to mess with the shitty DAS Trader app. bsky.app/profile/good...

Opus 4.7 is sure good at sucking up the tokens. It took me just 2.5 hours to hit my 5-hour usage limit this morning. I'll probably revert back to 4.6. I could also use Sonnet for easier tasks but I always forget to switch back after using it.

I still haven't seen the RSA yet but the investor FAQ from #$QVCGA says preferred equity will get wiped out as well as common equity. That means #$QVCGB #$QVCGP go to zero. #$QVCC is debt so it won't get wiped out cdn.prod.website-files.com/69cbe8e63929... || disclosure: I'm short #$QVCGA

We just launched Claude Opus 4.7 ✨ www.anthropic.com/news/claude-...

Civil arrest warrant reissued for Guy Gentile in Avalon Holdings / New Generation Biofuels swing short profit civil suit www.courtlistener.com/docket/76503...

#$AMD head of AI published this analysis showing that Claude deteriorated substantially over early March and has not since recovered. Has anyone else noticed this? github.com/anthropics/c...

Very convincing longread from John Carreyou claiming that Bitcoin creator Satoshi is likely Adam Back www.nytimes.com/2026/04/08/b...

Is that good? (Mythos benchmarks vs GPT-5.4 and Gemini 3.1 Pro)

If you cross the Halys River, a great empire will fall

Here's how you play the SpaceX IPO: Short #$TSLA. Obviously not for the sane / faint of heart but Tesla will no longer be the cool/hyped way to invest in Musk. // I'm short

If you see this I implore you to post a picture from whatever device you're using without explanation

Home Solar xkcd.com/3226/

So I finally have started to work on improving my Claude coding practices (still using it in VS Code). I put serious thought into my CLAUDE.md and set up in there a tripartite framework: 3 agents (that I just call in different windows -- nothing fancy). 1st only can write specs, 2nd programs, 1/3

Anyone in Paris this coming week? Hit me up.

One of my mottos as a news trader: "I am an envoy. I take what is offered." Sometimes what is offered is 30% below what I paid but I gotta take it anyway and move on to the next trade. Likewise, I mustn't get shy about moving the market 10% if I'm expecting a 25% move.