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THAT PRETTY 3D QUANT CHART IS JUST A WEIGHTED SUM OF SIGNALS. THEY'VE GATEKEPT IT FOR 40 YEARS That gorgeous formula on screen is doing one simple thing. It scores every stock in a universe on a blend of signals, then goes long the strongest and short the weakest....

33,919 просмотров • 2 месяцев назад •via X (Twitter)

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JUST IN: Bank of America just told its clients to take profits. About 70% of its bear-market signals are flashing, a level it typically reaches only near market tops. Weeks earlier, BofA's own fund manager survey showed the largest one-month jump into stocks ever recorded, with cash down to 3.9%, under the 4% line the bank treats as a sell signal. Read those together. Investors made their biggest dash into equities in the survey's history at almost the exact moment BofA's own indicators say the top is near. But the number that should actually stop you is buried in the note, and almost nobody is quoting it. The companies driving this entire rally, the AI hyperscalers, are on track to spend nearly 100% of their operating cash flow on capex by year-end. In 2023 that figure was 40%. Sit with that. Big tech used to throw off cash and hand it back through buybacks, which lifted the stocks. Now it is pouring almost every dollar it generates into chips and data centers. BofA notes buybacks have slowed and cash conversion has flat-lined. The engine of the rally is consuming the fuel that powered the stocks. It is the same $725 billion build that companies are now blaming for layoffs. The whole market is priced on one bet, and that bet has grown large enough to eat the cash that used to support the share prices. This is not a crash call. BofA's year-end target is 7,100, about 4% below today, and the median outcome after this cash signal since 2011 has been a 1% dip, not a collapse. The posts screaming sell everything are wrong. The real message is quieter. You are being paid less and less to stay, while the engine runs hotter and hotter.

Shanaka Anslem Perera ⚡

17,270 просмотров • 3 месяцев назад

Elon Musk gave the entire entertainment industry its expiration date, and he is the one building the thing that kills it. Musk: “My guess is that we see the first compelling half hour, pure AI show next year.” Next year. A complete show generated entirely by AI. No writers. No actors. No cameras. No sets. No crew. No studio. Just a prompt and enough compute to render a reality that never physically existed. And shows are the easy part. Musk: “I say probably we’re maybe three years away from AI does the whole video game.” A show plays the same way every time. A game has to generate a living world that reacts to every decision in real time across every single frame. That is a fundamentally harder class of problem. And Musk put three years on it. Right now a single AAA title takes seven years and half a billion dollars across thousands of engineers and artists just to ship it. Musk is describing a world where one person types a paragraph and gets something comparable. The entire value proposition of a multi-billion dollar industry lives inside that gap. And it closes in thirty-six months. But the prediction is not the story. The person making it is. This is not an analyst speculating from the sidelines. This is the man building the largest AI compute clusters on the planet. The man who built xAI from zero in under two years. The man stacking hundreds of thousands of GPUs into facilities designed to do exactly what he is describing. When Musk says three years, he is not guessing about what someone else might eventually ship. He is reading you a delivery date off his own roadmap. Every media company on Earth is valued on a single assumption. That quality content is expensive and difficult to produce at scale. That one assumption is the structural foundation underneath every studio, every network, and every publisher in existence. Musk is dismantling it with raw compute. The studios still parading thousand-person production teams are not demonstrating strength. They are advertising the exact cost structure that one person with a prompt and a GPU allocation is about to make irrelevant. And it does not stop at entertainment. If AI can generate an interactive world that responds to human input in real time, it can generate anything. Advertising. Architecture. Training simulations. Product design. Every industry built on humans manually constructing visual experiences frame by frame is sitting on the same countdown Musk just read out loud. Now zoom out. Because this is not just an industry story. For the entire history of human civilization, the distance between imagining a world and actually creating one required thousands of people, millions of hours, and billions of dollars. That distance built Hollywood. That distance built the gaming industry. That distance made content scarce and studios powerful. Musk is collapsing that distance to zero. When the gap between imagining something and it existing disappears, every business model built on the difficulty of creation disappears with it. That is not disruption. That is a full inversion of how human beings create. Musk did not make a casual prediction on that podcast. He told you what he is building. He told you the timeline. And he told you which industries do not survive it. The entertainment industry is still debating whether this future is real. Musk is not part of that debate. He is building. And he just told you the delivery date.

Dustin

22,458 просмотров • 2 месяцев назад

Jeff Bezos just told you exactly how to price AI. Nobody listened. Bezos: “AI is real and it is going to change every industry. In fact it’s a very unusual technology in that regard in that it’s a horizontal enabling layer.” Horizontal enabling layer. Three words that reprice the entire technology sector. The iPhone was a vertical. One product. One new market. Electricity was a horizontal. One substrate that rewired every market on Earth. Wall Street is pricing AI like it is the next iPhone. Bezos is telling you it is the next electrical grid. Right now, thousands of companies are trying to sell AI as a product. A feature. A tool. A subscription tier. Every single one of them will be priced to zero. You do not sell a horizontal layer. You do not compete with it. You build on top of it or you disappear beneath it. For a century, entire industries survived on one thing. Complexity. The friction of navigating law, medicine, logistics, finance. That was the moat. If you could not memorize the maze, you could not compete. A horizontal layer does not navigate the maze. It dissolves the walls. Electricity did not compete with the candle industry. It erased the need for one. The most dangerous part of a horizontal shift is how quiet it is. It moves underneath the economy. The surface looks normal. Revenue still holds. Every day you operate on the old substrate, you accumulate a debt you cannot see and cannot repay. The internet repriced distribution. AI is repricing cognition itself. When intelligence becomes a utility that runs through the walls of every company on Earth, the premium on human expertise does not erode. It evaporates. This is not a disruption. Disruptions replace products. This replaces the ground you are standing on.

Dustin

542,200 просмотров • 5 месяцев назад

I built a custom TradingView indicator with Claude Code & Fable 5. It's called the Storm Gauge and is built off a real quant trading strategy. I open-sourced the full code on GitHub. Free to install, free to fork, yours to improve. Here's how to install a quant indicator on your TradingView chart: What it actually is The Storm Gauge is a live implementation of the GARCH model, a Nobel Prize-winning volatility framework that real quant desks run daily. It forecasts how "violent" tomorrow's market could be by combining three inputs: an asset's baseline volatility, yesterday's shock, and where volatility was already sitting before that shock happened. It doesn't predict market direction. Instead, it measures risk, in real time, on your actual chart. How to install it Method 1. Plugin command Open the GitHub repo: Find the installation section, copy the command, and paste it into Claude Code. It runs the plugin install automatically. Method 2. Manual config Open garchmethod.md in the repo, copy the entire file, and paste it into Claude Code. It fetches the skill files directly and verifies the strategy for you. (you only need one method; I'm just showing both) Getting it onto your TradingView chart Inside the repo, there's a Pine Script folder. Open it, copy the entire file. Go into TradingView's Pine Editor, paste it in, hit Enter, and refresh. That's it. The Storm Gauge now runs live on your chart as a real number. Once it's installed, just talk to it: → "What's the volatility forecast on Bitcoin?" → "Explain what the current volatility forecast means on $BTC and how it should impact my position sizing" → "Help me size my S&P500 position according to current market volatility" Does it actually work? I backtested the same EMA cross strategy two ways across 15 years of BTC data. Same entries, same exits. → Fixed position sizing: $17,957 final equity → Storm Gauge (GARCH) sizing: $21,205 final equity Fewer drawdowns, less risk, better result. Full breakdown of the entire build process in my recent article - pinned on my profile.

Miles Deutscher

56,625 просмотров • 2 месяцев назад

Reading the comments on this post told me everything I need to know about art. So many of you wrote to say you felt the exact same thing I did standing in front of the Starry Night. That strange pull, the sense that the painting is somehow alive... It turns out the feeling is completely universal. I am not someone who gets emotional easily. But every so often a piece of art really gets to me. And that is exactly what happened the first time i walked up to Van Gogh's magnum opus. I know how that sounds, it is one of the most famous paintings on earth, almost a cliché to be moved by it. But maybe it is that famous for a reason... It genuinely looks like it is moving while you stand there, shifting in a way I cannot explain and have never seen in any of the thousands of paintings I have looked at in my life. The same day I took the photo below, I also filmed this short video. It still comes nowhere near the real thing, but you can at least catch a little more of it here, the thick ridges of paint, the way the stars and swirls lift right off the canvas. This technique is called "impasto", from the Italian for mixture. It means paint laid on so thickly that every brushstroke and ridge stays visible on the surface. Van Gogh piled it on with a loaded brush, building the stars up thick so they would blaze as bright as possible against the dark. But no video and no explanation of technique can really convey what it feels like to stand in front of it. And the fact that so many of you felt the very same thing says something true about what art is really for. Tolstoy said it best: "The receiver of a true artistic impression is so united to the artist that he feels as if the work were his own and not someone else’s, as if what it expresses were just what he had long been wishing to express. A real work of art destroys, in the consciousness of the receiver, the separation between himself and the artist. In this uniting of it with others lies the great attractive force of art."

James Lucas

57,165 просмотров • 13 дней назад

The largest theft in history has already happened. The people behind it just cannot open what they stole yet. Right now, intelligence agencies and criminal groups are quietly copying the world's encrypted data, bank records, medical files, state secrets, private messages, and storing every byte untouched. They cannot read any of it. They are collecting it anyway, because they know the key is about to be invented. The strategy has a name, harvest now, decrypt later, and in 2026 it stopped being theory. Washington declared this the Year of Quantum Security in January, backed by the FBI, the NSA, and NIST. Canada ordered every federal agency to file a migration plan by April. Europe set its deadline for December. Governments do not impose operational deadlines on a someday problem. They do it when the clock is already running. Here is what moved the clock. Every password, every transfer, every secret on Earth is protected by one assumption, that a certain math problem is too hard to solve. Quantum computers solve exactly that problem. For years the machine that could do it looked decades away. Then in late 2025 Google's Willow chip cracked the hardest part of building one, and in March 2026 Google's own researchers estimated that breaking the encryption behind Bitcoin might take fewer than 500,000 qubits, down from 20 million, and could run in minutes. The day this becomes real has a name, Q-Day, and the latest estimates place it between 2030 and 2033. Now make it concrete. Roughly 6.5 million Bitcoin, about a third of every coin that will ever exist, worth close to 500 billion dollars, sit in addresses that have already exposed the very key a quantum computer needs. That includes the coins of Satoshi, the anonymous creator. On Q-Day they become, in the researchers' own word, trivially stealable. It would not look like a crash or a whale selling. It would look like half a trillion dollars of the most secure money ever built simply walking out the door. The asset designed to trust no one and no institution turns out to rest on a single unverified bet, that one math problem stays hard forever. This is what sits beneath the entire digital world. A bank balance, a Bitcoin, a classified cable, all of it is real only because of a proof you supposedly cannot forge. Quantum breaks the proof. Everything we call secure is true only until someone finally checks, and for the first time the check is visible on the horizon. You cannot know whether your data has already been copied. You cannot know the exact day the key arrives. The trust holding up the digital age is a clock counting down to a zero no one can see. The honest counter matters. No machine on Earth can break this encryption today, and serious cryptographers still argue the real threat is a decade or more away. The timeline is far from certain. Quantum-safe codes already exist, the migration has started, and Bitcoin can move its coins to safety before Q-Day if it acts in time. The danger is not that everything breaks tomorrow. It is that anything which must stay secret into the 2030s, a state secret, an identity, a private key, is being stolen today and is already on the clock. The breach is not coming. It is already here, sitting in storage, perfectly encrypted, waiting for a machine that does not exist yet to read it out loud. Research and opinion, not investment advice.

Shanaka Anslem Perera ⚡

185,548 просмотров • 2 месяцев назад

sorry, they just did WHAT someone gave a machine one disease name, the leading cause of blindness in the developed world with 1.5 million americans already in its path, and it came back pointing at a drug that has sat in pharmacies for years under a different label: 551 papers read in 30 minutes against the 294 hours a human would have needed, and the loop that did it is public on GitHub most agent setups answer one question at a time, so the ceiling on the work is the quality of the question you happened to think of this one was handed a single question and wrote the second one itself. turns out that follow-up is where the real find was: a target called ABCA1, upregulated threefold, in an experiment no human ordered i read the whole paper looking for the trick, and the trick is structural. that is the second question, and it is the gap between an assistant and a factory: - hand the loop a field rather than a task: it was given a disease, and choosing the mechanism was part of its job - make it rank before it spends: 151 papers in, ten candidate mechanisms out, scored against each other before anything touched a bench - split reading from judging, so the agent that forms the theory is a different agent from the one grading it - close every cycle on physical reality: the verdict was an experiment, and another model's opinion was never allowed to stand in for one - feed each result back as the next question rather than a log line, which is the step almost nobody builds - search what already passed inspection first: the winner was an approved compound with a safety file already on record - write down what the round learned before opening the next one, so round two starts where round one stopped my read, and i think it is the uncomfortable one: reading was the entire bottleneck in that field, and everybody spent the decade optimising the writing. people ran every physical experiment here, the analysis agent needs a domain expert writing its prompts, and the authors decline to call this the leap it resembles. the thinking got replaced, and the hands did not so the question i cannot answer for my own setup: which step of your loop still stops dead until you sit down and type something bookmark this one. the four parts that turn one model into a line that runs like this, the queue, the rooms, the write permissions and the gate, are built file by file in the piece below ↓

Argona

32,475 просмотров • 1 месяц назад

WTF, GROK BOT JUST MADE AI AGENTS AVAILABLE TO LITERALLY ANYONE – CREATING CONTENT HAS NEVER BEEN THIS EASY, EVEN IF YOU'VE NEVER MADE ANYTHING BEFORE Content was never a talent problem. It's a headcount problem. One person doing research, design, copy, analytics, timing and publishing – that's six jobs. The switching between them is what kills consistency, not a lack of ideas. Here's what one of these setups actually looks like. A Chief of Staff sits in the middle and routes every task. Nothing lands on the human. → Researcher tracks what's actually moving and pulls real sources instead of guesswork → Writer turns that research into finished copy, ready to review → Visualiser gets fed a few reference visuals once, then ships everything in that style → Analyst reads the numbers and tells the rest of the team what worked → Scheduler owns timing and holds the queue → Publisher ships it The part that makes it work: every agent on Grok Bot gets its own persistent computer, browser and file system – and they all share memory. So the research is already sitting inside the draft before the draft starts. No copy-pasting between tools. No approving every step. No human in the middle. You can even teach an agent a repetitive task by recording yourself doing it once. Start recording, do the thing, stop. It learns the pattern. And that's the real shift. Nobody needs AI to tell them what to post. They need it to delete the 40 steps between the idea and the post. Everyone has a backlog of things they've meant to make for months. This is what starts clearing it. Full breakdown of the setup in the article below ↓

SCOTTY BEAM

4,821,782 просмотров • 1 месяц назад