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VisionWave Holdings, Inc.(Nasdaq: $VWAV) Dec 2 bombshell: Argus = space-based AI counter-drone kill web HF comms that work when GPS & Starlink are dead Async crypto so the enemy can’t hijack your own interceptors From facial-recog tech stack → rotor-recog in orbit Patent filing imminent Still trading at $145M...

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John Stocks

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29,035 просмотров • 7 месяцев назад •via X (Twitter)

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UPDATE ! NASDAQ: $DVLT is dropping a HUGE announcement ! They just put out a release saying it signed $750 million in tokenization contracts in Q1 2026, with about $77 million in associated fees tied to banking, IP licensing, token minting, and related services. The company said this supports its $200 million full-year 2026 revenue guidance. (Datavault AI Inc.) What makes this more serious is the broader setup around the company. DVLT has publicly highlighted growing institutional ownership from firms including Vanguard, State Street, and BlackRock, and third-party ownership pages also show Morgan Stanley among reported holders. Datavault’s own March 2026 release said Vanguard had grown to about 11.8 million shares, State Street to about 10.0 million shares, and BlackRock to about 4.1 million shares, based on public filings. (Datavault AI Inc.) On the partnership side, the company has announced work involving IBM, CLEAR, and NYIAX. Datavault said it joined IBM Partner Plus in March 2025, with IBM watsonx tied to its AI-driven monetization stack, and later said IBM committed 20,000 hours of solution-architect and AI-engineering support, which Datavault valued at $5 million. Datavault also announced a CLEAR integration for KYC and identity verification, and described NYIAX as a platform built on the Nasdaq financial framework, with a later definitive agreement to acquire NYIAX announced in March 2026. (Datavault AI Inc.) So the point is not just that DVLT released a big number. The point is that the company is trying to build around that number with institutional visibility, identity/KYC infrastructure, IBM-backed AI tooling, and NYIAX technology that Datavault has explicitly tied to Nasdaq-linked market infrastructure. That does not guarantee success, but it does make this more than a random headline. (Datavault AI Inc.) Disclaimer: This is not financial advice. Stocks can lose value, and you can lose money. We are sharing facts and data, but you should do your own homework and not rely solely on this information when making investment decisions. $NVDA $TSLA $PLTR $GOOG $AMC $GME
0:45

UPDATE ! NASDAQ: $DVLT is dropping a HUGE announcement ! They just put out a release saying it signed $750 million in tokenization contracts in Q1 2026, with about $77 million in associated fees tied to banking, IP licensing, token minting, and related services. The company said this supports its $200 million full-year 2026 revenue guidance. (Datavault AI Inc.) What makes this more serious is the broader setup around the company. DVLT has publicly highlighted growing institutional ownership from firms including Vanguard, State Street, and BlackRock, and third-party ownership pages also show Morgan Stanley among reported holders. Datavault’s own March 2026 release said Vanguard had grown to about 11.8 million shares, State Street to about 10.0 million shares, and BlackRock to about 4.1 million shares, based on public filings. (Datavault AI Inc.) On the partnership side, the company has announced work involving IBM, CLEAR, and NYIAX. Datavault said it joined IBM Partner Plus in March 2025, with IBM watsonx tied to its AI-driven monetization stack, and later said IBM committed 20,000 hours of solution-architect and AI-engineering support, which Datavault valued at $5 million. Datavault also announced a CLEAR integration for KYC and identity verification, and described NYIAX as a platform built on the Nasdaq financial framework, with a later definitive agreement to acquire NYIAX announced in March 2026. (Datavault AI Inc.) So the point is not just that DVLT released a big number. The point is that the company is trying to build around that number with institutional visibility, identity/KYC infrastructure, IBM-backed AI tooling, and NYIAX technology that Datavault has explicitly tied to Nasdaq-linked market infrastructure. That does not guarantee success, but it does make this more than a random headline. (Datavault AI Inc.) Disclaimer: This is not financial advice. Stocks can lose value, and you can lose money. We are sharing facts and data, but you should do your own homework and not rely solely on this information when making investment decisions. $NVDA $TSLA $PLTR $GOOG $AMC $GME

Victor Renard

6,004,760 просмотров • 3 месяцев назад

NASDAQ: $DVLT is dropping a HUGE announcement ! They just put out a release saying it signed $750 million in tokenization contracts in Q1 2026, with about $77 million in associated fees tied to banking, IP licensing, token minting, and related services. The company said this supports its $200 million full-year 2026 revenue guidance. (Datavault AI Inc.) What makes this more serious is the broader setup around the company. DVLT has publicly highlighted growing institutional ownership from firms including Vanguard, State Street, and BlackRock, and third-party ownership pages also show Morgan Stanley among reported holders. Datavault’s own March 2026 release said Vanguard had grown to about 11.8 million shares, State Street to about 10.0 million shares, and BlackRock to about 4.1 million shares, based on public filings. (Datavault AI Inc.) On the partnership side, the company has announced work involving IBM, CLEAR, and NYIAX. Datavault said it joined IBM Partner Plus in March 2025, with IBM watsonx tied to its AI-driven monetization stack, and later said IBM committed 20,000 hours of solution-architect and AI-engineering support, which Datavault valued at $5 million. Datavault also announced a CLEAR integration for KYC and identity verification, and described NYIAX as a platform built on the Nasdaq financial framework, with a later definitive agreement to acquire NYIAX announced in March 2026. (Datavault AI Inc.) So the point is not just that DVLT released a big number. The point is that the company is trying to build around that number with institutional visibility, identity/KYC infrastructure, IBM-backed AI tooling, and NYIAX technology that Datavault has explicitly tied to Nasdaq-linked market infrastructure. That does not guarantee success, but it does make this more than a random headline. (Datavault AI Inc.) Disclaimer: This is not financial advice. Stocks can lose value, and you can lose money. We are sharing facts and data, but you should do your own homework and not rely solely on this information when making investment decisions. $NVDA $TSLA $PLTR $GOOG $AMC $GME
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NASDAQ: $DVLT is dropping a HUGE announcement ! They just put out a release saying it signed $750 million in tokenization contracts in Q1 2026, with about $77 million in associated fees tied to banking, IP licensing, token minting, and related services. The company said this supports its $200 million full-year 2026 revenue guidance. (Datavault AI Inc.) What makes this more serious is the broader setup around the company. DVLT has publicly highlighted growing institutional ownership from firms including Vanguard, State Street, and BlackRock, and third-party ownership pages also show Morgan Stanley among reported holders. Datavault’s own March 2026 release said Vanguard had grown to about 11.8 million shares, State Street to about 10.0 million shares, and BlackRock to about 4.1 million shares, based on public filings. (Datavault AI Inc.) On the partnership side, the company has announced work involving IBM, CLEAR, and NYIAX. Datavault said it joined IBM Partner Plus in March 2025, with IBM watsonx tied to its AI-driven monetization stack, and later said IBM committed 20,000 hours of solution-architect and AI-engineering support, which Datavault valued at $5 million. Datavault also announced a CLEAR integration for KYC and identity verification, and described NYIAX as a platform built on the Nasdaq financial framework, with a later definitive agreement to acquire NYIAX announced in March 2026. (Datavault AI Inc.) So the point is not just that DVLT released a big number. The point is that the company is trying to build around that number with institutional visibility, identity/KYC infrastructure, IBM-backed AI tooling, and NYIAX technology that Datavault has explicitly tied to Nasdaq-linked market infrastructure. That does not guarantee success, but it does make this more than a random headline. (Datavault AI Inc.) Disclaimer: This is not financial advice. Stocks can lose value, and you can lose money. We are sharing facts and data, but you should do your own homework and not rely solely on this information when making investment decisions. $NVDA $TSLA $PLTR $GOOG $AMC $GME

Victor Renard

17,602,505 просмотров • 3 месяцев назад

An investing gem by Joe Greenblatt! One of the most comprehensive Investing lectures ever given. Here are my 6 favorite takeaways from this genius talk: 1. Not "Value" but "Valuation" Investing Low P/B or low P/S investing is what Morningstar labels Value Investing. That approach hasn't worked well for quite some time now. Momentum investing did work well over the last decade. But will it continue? Nobody knows. But there's one thing that'll always work: Valuation Investing. Investing based on sound valuation work. 2. Is Outperformance as an Active Investor Still Possible? There are so many smart people working in finance and asset management. There are more and more computers and AI systems. Is active Investing dead? Simple Answer: From 1997-2000, the S&P 500 doubled. From 2000-2002, it halved. From 2002-2007, it doubled. From 2007-2009, it halved. From 2009 to today, it multiplied sixfold. And that's just the index. Individual stocks were even more volatile. -> People are still crazy. There's still lots of opportunity. 3. Differentiate for Superior Performance Superior performance comes from differentiation. The main reason why so many people fail to outperform is because they fish in the same water. If you only look for S&P 500 stocks, where is the superior performance supposed to come from? The further you get away from the most famous stocks, the higher the chance for different performance. Yes, also for underperformance. Buying things right matters more than ever, then. 4. Valuation Look for "absolute cheap" in combination with "relative cheap." When assessing the absolute cheapness of a company, Greenblatt focuses on the FCF yield. FCF Yield: Free Cash Flow (per share) / Market Price (per share) Only after you've assessed a company "absolute cheap," you can also check for relative cheapness by comparing it to competitors within the industry. 5. Valuation is like Gravity If you're right with your valuation of the company, the stock price will follow, sooner or later. If you buy overvalued companies, >99% of them will come down. Only <1% will grow so significantly that you don't lose money on them. The problem is that people voluntarily look for those opportunities. They don't want beaten and off-the-path opportunities that are undervalued. They want Tesla to grow into an enormous valuation and then say:" I told you so!" And maybe Tesla is the one outlier out of 100. But why bet on that when there are so many less risky bets out there? 6. The Fallacy of Diversification The fact that people think you need to own at least 30 stocks shows that they didn't understand the idea of thinking like an owner. No one would call someone who owns six different businesses in your hometown a speculator. In the stock market, they do, because they think about pieces of paper and tickers on their screen. Not about businesses...
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An investing gem by Joe Greenblatt! One of the most comprehensive Investing lectures ever given. Here are my 6 favorite takeaways from this genius talk: 1. Not "Value" but "Valuation" Investing Low P/B or low P/S investing is what Morningstar labels Value Investing. That approach hasn't worked well for quite some time now. Momentum investing did work well over the last decade. But will it continue? Nobody knows. But there's one thing that'll always work: Valuation Investing. Investing based on sound valuation work. 2. Is Outperformance as an Active Investor Still Possible? There are so many smart people working in finance and asset management. There are more and more computers and AI systems. Is active Investing dead? Simple Answer: From 1997-2000, the S&P 500 doubled. From 2000-2002, it halved. From 2002-2007, it doubled. From 2007-2009, it halved. From 2009 to today, it multiplied sixfold. And that's just the index. Individual stocks were even more volatile. -> People are still crazy. There's still lots of opportunity. 3. Differentiate for Superior Performance Superior performance comes from differentiation. The main reason why so many people fail to outperform is because they fish in the same water. If you only look for S&P 500 stocks, where is the superior performance supposed to come from? The further you get away from the most famous stocks, the higher the chance for different performance. Yes, also for underperformance. Buying things right matters more than ever, then. 4. Valuation Look for "absolute cheap" in combination with "relative cheap." When assessing the absolute cheapness of a company, Greenblatt focuses on the FCF yield. FCF Yield: Free Cash Flow (per share) / Market Price (per share) Only after you've assessed a company "absolute cheap," you can also check for relative cheapness by comparing it to competitors within the industry. 5. Valuation is like Gravity If you're right with your valuation of the company, the stock price will follow, sooner or later. If you buy overvalued companies, >99% of them will come down. Only <1% will grow so significantly that you don't lose money on them. The problem is that people voluntarily look for those opportunities. They don't want beaten and off-the-path opportunities that are undervalued. They want Tesla to grow into an enormous valuation and then say:" I told you so!" And maybe Tesla is the one outlier out of 100. But why bet on that when there are so many less risky bets out there? 6. The Fallacy of Diversification The fact that people think you need to own at least 30 stocks shows that they didn't understand the idea of thinking like an owner. No one would call someone who owns six different businesses in your hometown a speculator. In the stock market, they do, because they think about pieces of paper and tickers on their screen. Not about businesses...

Daniel Mahncke

247,527 просмотров • 2 лет назад

🚨 FINRA has charged APEX CLEARING CORP with LENDING YOUR SHARES OF STOCK TO SHORT SELLERS WITHOUT: 🚓🚨 1. Your permission 2. Paying you 3. Advising you this puts you in a higher tax-bracket 4. Informing you of the risks 5. Compensating you for dividend-related losses 6. Disclosing the terms of the loan 7. Advising that you LOSE VOTING RIGHTS 8. Ensuring your shares remained protected under SIPC 9. Giving you the opportunity to opt out 10. Advising you LOSE SIPC PROTECTION RIGHTS WHEN LENDING YOUR SHARES (like the FDIC, but for stocks) In addition, 4 broker-dealers were previously charged in the recent past for this collusion with APEX. Here are some broker-dealers known to work with Apex Clearing Corporation, based on available information: Ally Invest Betterment Charles Schwab (Note: Charles Schwab uses its own clearing services but has been associated with Apex in some contexts) Ellevest Fidelity Go Fidelity Investments Firstrade FutureAdvisor Lightspeed Trading M1 Finance Merrill Edge OpenInvest Personal Capital Rize Robinhood SoFi Wealth SogoTrade Stash Invest Stockpile Tastyworks TD Ameritrade (Note: TD Ameritrade uses its own clearing services but has been associated with Apex in some contexts) TradeStation Twine Ustocktrade Vanguard Wealthfront Wealthsimple Axos Invest Webull Public Acorns Please note that this list might not be exhaustive, as new partnerships can form, and existing ones can change over time. The information is based on current web data and should be verified for the most up-to-date affiliations. For more information on an upcoming stock brokerage that doesn't & will not work with APEX Clearing Corp - visit: @LitXchangeLLC You can even OWN EQUITY SHARES in the company via our historic world 1st opportunity for retail investors to invest in private-equity of @LitXchangeLLC via the JOBS Act Regulation CF Exemption. This means that you can receive equity, perks, benefits, buyer's rights, and shares of stock in the company when it IPO's, at which point you could sell your shares should you choose to do so at the then market price. Visit the links on @LitXchangeLLC to view SEC Edgar filings, business plan, offerings, disclosures, and the chance to invest in the company in LIT🔥XCHANGE on a FINRA-regulated funding portal, Silicon Prairie, in this HISTORIC FIRST-EVER OPPORTUNITY. Repost & share this with anyone you know that has a 401k, pension, stock or crypto account.
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🚨 FINRA has charged APEX CLEARING CORP with LENDING YOUR SHARES OF STOCK TO SHORT SELLERS WITHOUT: 🚓🚨 1. Your permission 2. Paying you 3. Advising you this puts you in a higher tax-bracket 4. Informing you of the risks 5. Compensating you for dividend-related losses 6. Disclosing the terms of the loan 7. Advising that you LOSE VOTING RIGHTS 8. Ensuring your shares remained protected under SIPC 9. Giving you the opportunity to opt out 10. Advising you LOSE SIPC PROTECTION RIGHTS WHEN LENDING YOUR SHARES (like the FDIC, but for stocks) In addition, 4 broker-dealers were previously charged in the recent past for this collusion with APEX. Here are some broker-dealers known to work with Apex Clearing Corporation, based on available information: Ally Invest Betterment Charles Schwab (Note: Charles Schwab uses its own clearing services but has been associated with Apex in some contexts) Ellevest Fidelity Go Fidelity Investments Firstrade FutureAdvisor Lightspeed Trading M1 Finance Merrill Edge OpenInvest Personal Capital Rize Robinhood SoFi Wealth SogoTrade Stash Invest Stockpile Tastyworks TD Ameritrade (Note: TD Ameritrade uses its own clearing services but has been associated with Apex in some contexts) TradeStation Twine Ustocktrade Vanguard Wealthfront Wealthsimple Axos Invest Webull Public Acorns Please note that this list might not be exhaustive, as new partnerships can form, and existing ones can change over time. The information is based on current web data and should be verified for the most up-to-date affiliations. For more information on an upcoming stock brokerage that doesn't & will not work with APEX Clearing Corp - visit: @LitXchangeLLC You can even OWN EQUITY SHARES in the company via our historic world 1st opportunity for retail investors to invest in private-equity of @LitXchangeLLC via the JOBS Act Regulation CF Exemption. This means that you can receive equity, perks, benefits, buyer's rights, and shares of stock in the company when it IPO's, at which point you could sell your shares should you choose to do so at the then market price. Visit the links on @LitXchangeLLC to view SEC Edgar filings, business plan, offerings, disclosures, and the chance to invest in the company in LIT🔥XCHANGE on a FINRA-regulated funding portal, Silicon Prairie, in this HISTORIC FIRST-EVER OPPORTUNITY. Repost & share this with anyone you know that has a 401k, pension, stock or crypto account.

The Butcher of Wall Street | Marcel Kalinovic

20,679 просмотров • 1 год назад

$ASTS | Scott Wisniewski at JP Morgan conference, May 18, 2026 Transcript - part 1 Good afternoon, everyone. I'm Sebastiano Petty, and I cover the telecom, cable, and satellite space here at J.P. Morgan. I'd like to welcome Scott Wisniewski, President and Chief Strategy Offer of ASTS Space Mobile. Scott, thanks for joining us. Thank you for having me. You're good. You're live. Can you hear me? All right. Thank you for having me. Great. So, Scott, just to start, let's zoom out. As you sit here in mid-2026, with Bluebirds launching, commercial service activation approaching, and the government pipeline accelerating, where are you spending most of your time as President and Chief Strategy Officer? And more broadly, what are your two to three highest priority objectives over the next 18 months as you transition from what has primarily been an R&D and manufacturing story into a scaled revenue-generating operating company? Thank you. And for those who don't know us that well, we were founded about a decade ago around the direct-to-device opportunity. That's what we do. That's our entire strategy. It's from space, of course, and we build our own satellites, and we'll be operating them and selling capacity on them. But at its core, we are a direct-to-device pure play. And over the years, I met our founder in January 2019, but over the years, telling our equity story, people always asked three questions. Does it work? Can you fund it? And how big will the market be, or will there be a market? And that's our traditional private company questions that we still got even as a public company for a while, and we really retired those risks in 2023, 2024, and 2025. And so this year, yeah, you're exactly right. Traditional growth stuff, scaling stuff is where we are. And for us, if I were to say two simple things, one is network deployment. The vast majority of the folks in the company are focused on exactly that, network deployment now for revenue in 2026 and 2027 and beyond. And then the second one is, I think, building the market out in the right way. This is a brand new service. It's a service that is at the very heart of connectivity. Remember, we all know the trends in connectivity. When I started my career in connectivity, there was a question, bubble, what inning are we in? When is the expansion going to end? And then, of course, AI comes along, and there's always something every couple of years. So for us, we're at the heart of connectivity. We can do coverage better than any terrestrial footprint by its very nature. And making connectivity work for our partners, the mobile network operators, and ultimately for the consumer mass market among other markets, is our focus. So building out that market is our second priority. Great. And let's address the news from last week. AT&T, Verizon, and T-Mobile announced a proposed joint venture to extend mobile connectivity using satellite-based D2D technologies. You guys put out a statement commending the announcement. Unpack this for us. What does this mean for ASTS in practice? Does it change your commercial positioning with the carriers? Does it accelerate or maybe even complicate your path to service? So we really value the carrier relationship. We've organized the business, the technology, the go-to-market strategy. Everything we do, really, is about making connectivity better for the mobile network operators. And so you see that in where we've prioritized the company over the years. You see that in how we've built out the tech. And even the network stack is organized with the RAN on the ground, so the operators control it. So that's really been our focus. We share their spectrum, although we also have our own spectrum now. And that's always been the approach. Part1, 1 (of 2)
6:28

$ASTS | Scott Wisniewski at JP Morgan conference, May 18, 2026 Transcript - part 1 Good afternoon, everyone. I'm Sebastiano Petty, and I cover the telecom, cable, and satellite space here at J.P. Morgan. I'd like to welcome Scott Wisniewski, President and Chief Strategy Offer of ASTS Space Mobile. Scott, thanks for joining us. Thank you for having me. You're good. You're live. Can you hear me? All right. Thank you for having me. Great. So, Scott, just to start, let's zoom out. As you sit here in mid-2026, with Bluebirds launching, commercial service activation approaching, and the government pipeline accelerating, where are you spending most of your time as President and Chief Strategy Officer? And more broadly, what are your two to three highest priority objectives over the next 18 months as you transition from what has primarily been an R&D and manufacturing story into a scaled revenue-generating operating company? Thank you. And for those who don't know us that well, we were founded about a decade ago around the direct-to-device opportunity. That's what we do. That's our entire strategy. It's from space, of course, and we build our own satellites, and we'll be operating them and selling capacity on them. But at its core, we are a direct-to-device pure play. And over the years, I met our founder in January 2019, but over the years, telling our equity story, people always asked three questions. Does it work? Can you fund it? And how big will the market be, or will there be a market? And that's our traditional private company questions that we still got even as a public company for a while, and we really retired those risks in 2023, 2024, and 2025. And so this year, yeah, you're exactly right. Traditional growth stuff, scaling stuff is where we are. And for us, if I were to say two simple things, one is network deployment. The vast majority of the folks in the company are focused on exactly that, network deployment now for revenue in 2026 and 2027 and beyond. And then the second one is, I think, building the market out in the right way. This is a brand new service. It's a service that is at the very heart of connectivity. Remember, we all know the trends in connectivity. When I started my career in connectivity, there was a question, bubble, what inning are we in? When is the expansion going to end? And then, of course, AI comes along, and there's always something every couple of years. So for us, we're at the heart of connectivity. We can do coverage better than any terrestrial footprint by its very nature. And making connectivity work for our partners, the mobile network operators, and ultimately for the consumer mass market among other markets, is our focus. So building out that market is our second priority. Great. And let's address the news from last week. AT&T, Verizon, and T-Mobile announced a proposed joint venture to extend mobile connectivity using satellite-based D2D technologies. You guys put out a statement commending the announcement. Unpack this for us. What does this mean for ASTS in practice? Does it change your commercial positioning with the carriers? Does it accelerate or maybe even complicate your path to service? So we really value the carrier relationship. We've organized the business, the technology, the go-to-market strategy. Everything we do, really, is about making connectivity better for the mobile network operators. And so you see that in where we've prioritized the company over the years. You see that in how we've built out the tech. And even the network stack is organized with the RAN on the ground, so the operators control it. So that's really been our focus. We share their spectrum, although we also have our own spectrum now. And that's always been the approach. Part1, 1 (of 2)

Peter LINDM🅰️RK

29,453 просмотров • 2 месяцев назад

I honestly believe SpaceX is going to be the BIGGEST IPO the stock market has ever seen and I don’t think the market and many people fully understands what’s coming yet. People keep throwing around numbers like $1-1.5 trillion, which already sounds massive (Tesla’s market cap today is $1.5T). But from what I’ve researched over the years and being invested heavily in the company for many years, this number feels like the floor. As of December 2025, SpaceX was valued at ~$800 billion in an insider private share sale. The company does this every now and then to allow internal employees that have been with the company for a long time to have some liquidity since the company is private fyi. IPO plans are expected in 2026, w/ early chatter targeting $1-1.5 trillion, potentially raising $30B+, which would already make it the largest IPO in history, beating Saudi Aramco! But there is so much more that is happening underneath. Check out Starlink for example. • Revenue was about ~$15B in 2025 • Expected to grow to $22-24B in 2026 • 9M subscribers today, and I think it will double in 2026 • By 2030, Starlink could realistically be doing $50B+ per year This technology will be powering global connectivity, aviation, ships, rural areas, governments, militaries, schools, hospitals, AI backhaul, disaster zones… places fiber will never reach. Put a conservative 10-20 multiple on that, Starlink ON ITS OWN could justify a $500B-$1T valuation. Then, you add the fact that SpaceX is the ONLY company today that owns the road to space bc of cost effective reusable rockets… it changed everything. Today, SpaceX can launch payloads for ~$100 per kg to orbit, while everyone else is still at $5,000+ per kg! There is literally no competition… To dumb it down, it’s like SpaceX owning the railroads in the 1800s, with Amazon’s logistics network, and Apple’s ecosystem, and more. It’s absolutely clear… if you want to go to Space or do anything there, you have to go through SpaceX. This gives them full control over: • Satellites • Space stations • Data centers • Lunar missions • Mars missions • And whatever the future of Space is This kind of advantage deserves a MASSIVE valuation premium. Then, there are markets SpaceX hasn’t even unlocked yet and this is where valuations start to break people’s brains and spreadsheets. 1/ Point-to-point Earth travel like New York to Shanghai in under an hour. Even grabbing just 10% of long haul travel is a $ hundreds-of-billions market. 2/ Space based data centers with essentially unlimited solar power, natural cooling, no land constraints, no regulations… remember AI needs a lot of energy and Space has plenty of it. 3/ Getting to Mars and building brand new economies. Whoever controls transport controls the economy that follows. Just imagine building another Earth economy on MANY planets. This is why $1.5T feels way too low to me. At $22-24B in revenue, a tech growth multiple already gets you $1-2T. And then add the fact that SpaceX is compounding infrastructure across multiple $ trillion dollar markets… if revenue scales toward $100B+ in the next decade, which is VERY realistic btw, you’re no longer talking about a $1.5T company. You’re talking $3T, $5T, $10T+, even $100T+ over time. I see SpaceX as the gateway to the next economy for humanity. Earth is a ~$500T asset when you add up everything and SpaceX is about to expand and multiply that pie. So when people say “Bro… $1.5T IPO?! You’re crazy…” I just nod, smile, and think to myself that this is where the story is just beginning.
0:57

I honestly believe SpaceX is going to be the BIGGEST IPO the stock market has ever seen and I don’t think the market and many people fully understands what’s coming yet. People keep throwing around numbers like $1-1.5 trillion, which already sounds massive (Tesla’s market cap today is $1.5T). But from what I’ve researched over the years and being invested heavily in the company for many years, this number feels like the floor. As of December 2025, SpaceX was valued at ~$800 billion in an insider private share sale. The company does this every now and then to allow internal employees that have been with the company for a long time to have some liquidity since the company is private fyi. IPO plans are expected in 2026, w/ early chatter targeting $1-1.5 trillion, potentially raising $30B+, which would already make it the largest IPO in history, beating Saudi Aramco! But there is so much more that is happening underneath. Check out Starlink for example. • Revenue was about ~$15B in 2025 • Expected to grow to $22-24B in 2026 • 9M subscribers today, and I think it will double in 2026 • By 2030, Starlink could realistically be doing $50B+ per year This technology will be powering global connectivity, aviation, ships, rural areas, governments, militaries, schools, hospitals, AI backhaul, disaster zones… places fiber will never reach. Put a conservative 10-20 multiple on that, Starlink ON ITS OWN could justify a $500B-$1T valuation. Then, you add the fact that SpaceX is the ONLY company today that owns the road to space bc of cost effective reusable rockets… it changed everything. Today, SpaceX can launch payloads for ~$100 per kg to orbit, while everyone else is still at $5,000+ per kg! There is literally no competition… To dumb it down, it’s like SpaceX owning the railroads in the 1800s, with Amazon’s logistics network, and Apple’s ecosystem, and more. It’s absolutely clear… if you want to go to Space or do anything there, you have to go through SpaceX. This gives them full control over: • Satellites • Space stations • Data centers • Lunar missions • Mars missions • And whatever the future of Space is This kind of advantage deserves a MASSIVE valuation premium. Then, there are markets SpaceX hasn’t even unlocked yet and this is where valuations start to break people’s brains and spreadsheets. 1/ Point-to-point Earth travel like New York to Shanghai in under an hour. Even grabbing just 10% of long haul travel is a $ hundreds-of-billions market. 2/ Space based data centers with essentially unlimited solar power, natural cooling, no land constraints, no regulations… remember AI needs a lot of energy and Space has plenty of it. 3/ Getting to Mars and building brand new economies. Whoever controls transport controls the economy that follows. Just imagine building another Earth economy on MANY planets. This is why $1.5T feels way too low to me. At $22-24B in revenue, a tech growth multiple already gets you $1-2T. And then add the fact that SpaceX is compounding infrastructure across multiple $ trillion dollar markets… if revenue scales toward $100B+ in the next decade, which is VERY realistic btw, you’re no longer talking about a $1.5T company. You’re talking $3T, $5T, $10T+, even $100T+ over time. I see SpaceX as the gateway to the next economy for humanity. Earth is a ~$500T asset when you add up everything and SpaceX is about to expand and multiply that pie. So when people say “Bro… $1.5T IPO?! You’re crazy…” I just nod, smile, and think to myself that this is where the story is just beginning.

Teslaconomics

116,239 просмотров • 6 месяцев назад

The Great Equalizer: How I Iterated Through 90+ Strategies to Automate My Financial Freedom ninety strategies sounds like a death wish but it is actually the only way to find your edge in a market designed to liquidate you. most traders are out here gambling with their rent money while the big players are using automated systems to harvest their liquidations. i know this because i spent hundreds of thousands of dollars on developers for apps thinking i could never code myself. i was getting wrecked by over trading and watching my accounts hit zero while i slept. code became the great equalizer for me because it removed the emotion that was killing my bankroll. i decided to learn to code live so i could iterate to success and now i have fully automated systems trading for me instead of getting liquidated by every wick. i just saw someone lose ten million dollars in a single month because they were trading by hand and got addicted to the screen. you have to understand that if you are not automating you are the exit liquidity for someone who is. the reality of advanced futures trading is not about finding one holy grail bot that prints money forever. it is about research and back testing until you find a strategy that has a statistical advantage. one of the most slept on concepts is variable risk scaling where you actually change your position size based on how volatile the market is. instead of just betting the same amount every time you increase your size when volatility is low and scale back when the market starts moving like crazy. this keeps you in the game during the draw downs that usually wipe people out. most people do the opposite and revenge trade with bigger size when they are losing which is the fastest way to the cemetery. i used to think i needed to be the smartest guy in the room to make this work but i realized i just needed to be the most disciplined with my risk parameters. there is a secret hidden in funding rates and basis trading that most retail traders never even look at. while everyone else is trying to guess if bitcoin is going to the moon or the floor you can actually make consistent money through funding rate arbitrage. you basically buy the asset in the spot market and simultaneously sell it in the futures market when the funding rate is high. you just sit there and collect the interest payments from the gamblers who are over leveraged on the other side. it is basically free money if you can manage the fees and keep your execution precise. i used to ignore these low yield plays because i wanted the big home runs but those home runs usually came with massive strikeouts. now i look for these carry trades as a way to keep the equity curve moving up and to the right while others are sweating over every price change. most traders fail because they use lagging indicators and expect them to predict the future with one hundred percent accuracy. the truth is that even the best trend following strategies like the golden cross or moving average crossovers only have about sixty five percent accuracy. you have to combine these with filters like the average directional index or relative strength index to make sure you are not just buying a fake breakout. a lot of people get chopped up in sideways markets because they do not have a trend strength filter to tell them to stay out of the trade. i learned to use multiple time frames to confirm my breakouts because if the one hour and the four hour charts are not saying the same thing then the trade is probably a trap. you have to be a searcher looking for those golden nuggets of alpha buried in mountains of data. i used to think that machine learning and genetic algorithms were just buzzwords that did not actually work for trading. then i realized that the 1990s tech trap is real and if you are still using basic indicators without any optimization you are decades behind. genetic algorithms are wild because they simulate natural selection to find the best parameters for your strategy through trial and error. you can actually build an environment where your bot learns from its own mistakes and optimizes its decision making process over time. i spent so much time thinking i was not smart enough to do this but once i started iterating live i found that the machines are much better at following rules than i ever was. code is the only way to compete with the high frequency firms that are looking for any tiny mispricing in the order book. slippage and bad execution will eat your profits faster than a bad trade ever could if you are not careful. most people just hit the market buy button and pay the spread and the fees without a second thought. you should be using smart order routing and limit orders to capture the bid ask spread instead of paying it to the market makers. i started using time weighted average price execution to spread my larger orders out over time so i did not move the market against myself. it is these tiny details in execution that separate the professional quants from the people who are just playing around. i had to learn this the hard way after losing a fortune on bad entries and exits that could have been avoided with a few lines of code. the ultimate goal of all of this is to build a compounding machine that grows your capital while you are living your life. you have to automate the reinvestment of your profits so that your position sizes grow as your account grows without you having to manually adjust anything. i like to use automated compounding algorithms that take a portion of my wins and put them back into the systems that are performing the best. this creates a snowball effect where your returns start to accelerate as the base capital increases. it took me years to realize that i did not need to be at the desk for eighteen hours a day to make life changing money. i just needed to build a system that was smarter and more disciplined than my own human brain. cross asset skew and volatility surface arbitrage are where the real quants play when the market gets efficient. you can look for mispricings between highly correlated assets like bitcoin and ethereum and trade the spread between them. when one asset gets overvalued relative to the other you short the leader and long the laggard until they revert back to the mean. this is a much safer way to trade because you are not betting on the direction of the market but rather the relationship between two assets. i spent a lot of money trying to guess the next big move before i realized that trading the relationship between assets was much more consistent. iteration is the only way to find these winks in the market that the average trader is completely blind to. it is a cold world in finance and most people are out here trying to step on your neck to get ahead. i believe that sharing this knowledge is important because code is the only thing that can give a regular person a fighting chance against the institutions. i started from zero and learned everything through failing and losing money until i finally figured out how to automate. now i spend my time building and testing instead of worrying about the next liquidation candle. you have to decide today if you want to keep being the exit liquidity or if you want to start building your own systems. the tools are all there and the data is accessible if you are willing to put in the work and stop negotiating with yourself. successful trading is not about being lucky it is about being prepared and having a system that can handle any market regime. whether the market is in a bull run or a total crash your bots should know exactly what to do based on the rules you have coded into them. i use risk weighted allocation to make sure that my capital is always moving toward the strategies with the highest sharp ratio and the lowest volatility. this keeps the portfolio stable even when the crypto market is going through its typical insane swings. i finally found peace in this game because i know that my automated systems are following the math while everyone else is following their feelings. code is the great equalizer and it is time for you to start using it to protect your future and build your empire there are over ninety strategies you can test and most of them will not work for your specific style but you only need one or two to change your life. i have built a fat list of ideas from research and i spend every day back testing and refining them to stay ahead of the curve. do not let the fear of coding stop you from taking control of your financial destiny because i am living proof that anyone can learn. i would rather spend my time iterating to success than getting liquidated by some random news event that i could not predict. the journey from losing hundreds of thousands to fully automated success was long but it was the best investment i ever made. keep your heart open and lead with love in this game and i promise the universe will start passing you those golden nuggets of alpha you have been searching for
2:40:29

The Great Equalizer: How I Iterated Through 90+ Strategies to Automate My Financial Freedom ninety strategies sounds like a death wish but it is actually the only way to find your edge in a market designed to liquidate you. most traders are out here gambling with their rent money while the big players are using automated systems to harvest their liquidations. i know this because i spent hundreds of thousands of dollars on developers for apps thinking i could never code myself. i was getting wrecked by over trading and watching my accounts hit zero while i slept. code became the great equalizer for me because it removed the emotion that was killing my bankroll. i decided to learn to code live so i could iterate to success and now i have fully automated systems trading for me instead of getting liquidated by every wick. i just saw someone lose ten million dollars in a single month because they were trading by hand and got addicted to the screen. you have to understand that if you are not automating you are the exit liquidity for someone who is. the reality of advanced futures trading is not about finding one holy grail bot that prints money forever. it is about research and back testing until you find a strategy that has a statistical advantage. one of the most slept on concepts is variable risk scaling where you actually change your position size based on how volatile the market is. instead of just betting the same amount every time you increase your size when volatility is low and scale back when the market starts moving like crazy. this keeps you in the game during the draw downs that usually wipe people out. most people do the opposite and revenge trade with bigger size when they are losing which is the fastest way to the cemetery. i used to think i needed to be the smartest guy in the room to make this work but i realized i just needed to be the most disciplined with my risk parameters. there is a secret hidden in funding rates and basis trading that most retail traders never even look at. while everyone else is trying to guess if bitcoin is going to the moon or the floor you can actually make consistent money through funding rate arbitrage. you basically buy the asset in the spot market and simultaneously sell it in the futures market when the funding rate is high. you just sit there and collect the interest payments from the gamblers who are over leveraged on the other side. it is basically free money if you can manage the fees and keep your execution precise. i used to ignore these low yield plays because i wanted the big home runs but those home runs usually came with massive strikeouts. now i look for these carry trades as a way to keep the equity curve moving up and to the right while others are sweating over every price change. most traders fail because they use lagging indicators and expect them to predict the future with one hundred percent accuracy. the truth is that even the best trend following strategies like the golden cross or moving average crossovers only have about sixty five percent accuracy. you have to combine these with filters like the average directional index or relative strength index to make sure you are not just buying a fake breakout. a lot of people get chopped up in sideways markets because they do not have a trend strength filter to tell them to stay out of the trade. i learned to use multiple time frames to confirm my breakouts because if the one hour and the four hour charts are not saying the same thing then the trade is probably a trap. you have to be a searcher looking for those golden nuggets of alpha buried in mountains of data. i used to think that machine learning and genetic algorithms were just buzzwords that did not actually work for trading. then i realized that the 1990s tech trap is real and if you are still using basic indicators without any optimization you are decades behind. genetic algorithms are wild because they simulate natural selection to find the best parameters for your strategy through trial and error. you can actually build an environment where your bot learns from its own mistakes and optimizes its decision making process over time. i spent so much time thinking i was not smart enough to do this but once i started iterating live i found that the machines are much better at following rules than i ever was. code is the only way to compete with the high frequency firms that are looking for any tiny mispricing in the order book. slippage and bad execution will eat your profits faster than a bad trade ever could if you are not careful. most people just hit the market buy button and pay the spread and the fees without a second thought. you should be using smart order routing and limit orders to capture the bid ask spread instead of paying it to the market makers. i started using time weighted average price execution to spread my larger orders out over time so i did not move the market against myself. it is these tiny details in execution that separate the professional quants from the people who are just playing around. i had to learn this the hard way after losing a fortune on bad entries and exits that could have been avoided with a few lines of code. the ultimate goal of all of this is to build a compounding machine that grows your capital while you are living your life. you have to automate the reinvestment of your profits so that your position sizes grow as your account grows without you having to manually adjust anything. i like to use automated compounding algorithms that take a portion of my wins and put them back into the systems that are performing the best. this creates a snowball effect where your returns start to accelerate as the base capital increases. it took me years to realize that i did not need to be at the desk for eighteen hours a day to make life changing money. i just needed to build a system that was smarter and more disciplined than my own human brain. cross asset skew and volatility surface arbitrage are where the real quants play when the market gets efficient. you can look for mispricings between highly correlated assets like bitcoin and ethereum and trade the spread between them. when one asset gets overvalued relative to the other you short the leader and long the laggard until they revert back to the mean. this is a much safer way to trade because you are not betting on the direction of the market but rather the relationship between two assets. i spent a lot of money trying to guess the next big move before i realized that trading the relationship between assets was much more consistent. iteration is the only way to find these winks in the market that the average trader is completely blind to. it is a cold world in finance and most people are out here trying to step on your neck to get ahead. i believe that sharing this knowledge is important because code is the only thing that can give a regular person a fighting chance against the institutions. i started from zero and learned everything through failing and losing money until i finally figured out how to automate. now i spend my time building and testing instead of worrying about the next liquidation candle. you have to decide today if you want to keep being the exit liquidity or if you want to start building your own systems. the tools are all there and the data is accessible if you are willing to put in the work and stop negotiating with yourself. successful trading is not about being lucky it is about being prepared and having a system that can handle any market regime. whether the market is in a bull run or a total crash your bots should know exactly what to do based on the rules you have coded into them. i use risk weighted allocation to make sure that my capital is always moving toward the strategies with the highest sharp ratio and the lowest volatility. this keeps the portfolio stable even when the crypto market is going through its typical insane swings. i finally found peace in this game because i know that my automated systems are following the math while everyone else is following their feelings. code is the great equalizer and it is time for you to start using it to protect your future and build your empire there are over ninety strategies you can test and most of them will not work for your specific style but you only need one or two to change your life. i have built a fat list of ideas from research and i spend every day back testing and refining them to stay ahead of the curve. do not let the fear of coding stop you from taking control of your financial destiny because i am living proof that anyone can learn. i would rather spend my time iterating to success than getting liquidated by some random news event that i could not predict. the journey from losing hundreds of thousands to fully automated success was long but it was the best investment i ever made. keep your heart open and lead with love in this game and i promise the universe will start passing you those golden nuggets of alpha you have been searching for

Moon Dev

11,126 просмотров • 5 месяцев назад

I read a lot of Peter Lynch. Met him once. The one rule I carry into tech investing is the most boring one he ever wrote, know what you own, down to the physics if the position demands it. For me that has meant living inside NVIDIA's stack for years, and pulling apart the alternatives next to it, Trainium, the TPU, every serious accelerator someone is willing to tape out against Jensen. I was also an early investor in Mellanox, the networking company NVIDIA bought to own the switched fabric the entire scale up era now runs on. So when the conversation turns to networking as the real moat, this is not theory to me. It is a position I watched become the thesis. You do not understand what you own until you understand what could take it. Gavin Baker at The Sohn Idea Contest just gave the most physically grounded read on AI infrastructure I have heard this cycle, and it is a Lynch lesson in disguise. The reframe that matters: The last terrestrial mega data center may already be on someone's drawing board. Everything else follows from two constraints, watts and wafers, and Gavin walks both down to first principles. That is the work. Most people are pricing the narrative. Lynch would have asked what the thing actually is. 1. TSMC is the global rate limiter Jensen reportedly visits every quarter asking to double or triple leading edge capacity. TSMC expands at roughly 5 percent. A handful of disciplined operators in Taiwan are the physical governor on the entire AI buildout. This is the part the bubble crowd misses. The constraint is not demand and it is not capital. It is one fab's deliberate refusal to overbuild. That stretches the cycle longer and smoother instead of bubble and bust. It reads like the mid 1990s capacity cycle, not a standard 25 year memory peak where a 60 to 70 percent price spike would be your signal to cut the weed and walk. I have held NVIDIA since 2016 for exactly this reason. Owning it meant understanding it. The thesis was never the chip. It was the chokepoint. 2. The most underestimated silicon is Trainium Consensus is still pricing a one horse race. Gavin's sharpest non NVIDIA call is AWS Trainium, specifically Trainium 3 ramping in the back half of 2026. Here is the part that took me a while to internalize from studying these architectures side by side. As frontier models go fully Mixture of Experts, inference stops being a matmul problem and becomes a networking problem. You need a switched scale up fabric, not just fast chips. Today two organizations on earth have a working one. NVIDIA and Amazon. NVIDIA's came from Mellanox, which is the whole reason I sized that position the way I did years ago, the bet was always that networking would decide this, not raw flops. The TPU is formidable in its own lane, but the scale up fabric is the moat people are not modeling, and it is why I track every accelerator, not just the one I own. 3. The neocloud moat is operational, not arbitrage The lazy take is that CoreWeave and Crusoe are just renting hyperscaler slack. Gavin's counter is that running dense GPU clusters is like driving an F1 car. Looks easy until you try it. Top tier neoclouds run 2 to 3x the hardware utilization per hour of lower tier providers. That is an execution and inventory moat, and it compounds. 4. The structural short nobody is pricing Watts and wafers eventually force the buildout off the planet. Gavin expects orbital data infrastructure to prove technical and economic viability within roughly two years and take meaningful share by the end of the decade. Space solves power with unattenuated solar and solves cooling with massive radiators in the satellite's own shadow. Dense single rack nodes stitched together with lasers into a virtual hyperscale cluster in orbit. The unpriced risk is everything that over expanded to serve a terrestrial buildout. Cooling, power, industrial equipment names sized for a curve that may bend down within seven years. The whole interview is a lesson in pattern recognition over narrative. Lynch built a career on retail investors knowing their companies better than Wall Street did. The same edge exists in AI infrastructure right now, it just requires you to understand watts and wafers instead of same store sales. If you are not modeling the physical boundaries of the stack through the lens of history, you are not underwriting the position. You are following it.
25:18

I read a lot of Peter Lynch. Met him once. The one rule I carry into tech investing is the most boring one he ever wrote, know what you own, down to the physics if the position demands it. For me that has meant living inside NVIDIA's stack for years, and pulling apart the alternatives next to it, Trainium, the TPU, every serious accelerator someone is willing to tape out against Jensen. I was also an early investor in Mellanox, the networking company NVIDIA bought to own the switched fabric the entire scale up era now runs on. So when the conversation turns to networking as the real moat, this is not theory to me. It is a position I watched become the thesis. You do not understand what you own until you understand what could take it. Gavin Baker at The Sohn Idea Contest just gave the most physically grounded read on AI infrastructure I have heard this cycle, and it is a Lynch lesson in disguise. The reframe that matters: The last terrestrial mega data center may already be on someone's drawing board. Everything else follows from two constraints, watts and wafers, and Gavin walks both down to first principles. That is the work. Most people are pricing the narrative. Lynch would have asked what the thing actually is. 1. TSMC is the global rate limiter Jensen reportedly visits every quarter asking to double or triple leading edge capacity. TSMC expands at roughly 5 percent. A handful of disciplined operators in Taiwan are the physical governor on the entire AI buildout. This is the part the bubble crowd misses. The constraint is not demand and it is not capital. It is one fab's deliberate refusal to overbuild. That stretches the cycle longer and smoother instead of bubble and bust. It reads like the mid 1990s capacity cycle, not a standard 25 year memory peak where a 60 to 70 percent price spike would be your signal to cut the weed and walk. I have held NVIDIA since 2016 for exactly this reason. Owning it meant understanding it. The thesis was never the chip. It was the chokepoint. 2. The most underestimated silicon is Trainium Consensus is still pricing a one horse race. Gavin's sharpest non NVIDIA call is AWS Trainium, specifically Trainium 3 ramping in the back half of 2026. Here is the part that took me a while to internalize from studying these architectures side by side. As frontier models go fully Mixture of Experts, inference stops being a matmul problem and becomes a networking problem. You need a switched scale up fabric, not just fast chips. Today two organizations on earth have a working one. NVIDIA and Amazon. NVIDIA's came from Mellanox, which is the whole reason I sized that position the way I did years ago, the bet was always that networking would decide this, not raw flops. The TPU is formidable in its own lane, but the scale up fabric is the moat people are not modeling, and it is why I track every accelerator, not just the one I own. 3. The neocloud moat is operational, not arbitrage The lazy take is that CoreWeave and Crusoe are just renting hyperscaler slack. Gavin's counter is that running dense GPU clusters is like driving an F1 car. Looks easy until you try it. Top tier neoclouds run 2 to 3x the hardware utilization per hour of lower tier providers. That is an execution and inventory moat, and it compounds. 4. The structural short nobody is pricing Watts and wafers eventually force the buildout off the planet. Gavin expects orbital data infrastructure to prove technical and economic viability within roughly two years and take meaningful share by the end of the decade. Space solves power with unattenuated solar and solves cooling with massive radiators in the satellite's own shadow. Dense single rack nodes stitched together with lasers into a virtual hyperscale cluster in orbit. The unpriced risk is everything that over expanded to serve a terrestrial buildout. Cooling, power, industrial equipment names sized for a curve that may bend down within seven years. The whole interview is a lesson in pattern recognition over narrative. Lynch built a career on retail investors knowing their companies better than Wall Street did. The same edge exists in AI infrastructure right now, it just requires you to understand watts and wafers instead of same store sales. If you are not modeling the physical boundaries of the stack through the lens of history, you are not underwriting the position. You are following it.

Ben Pouladian

93,581 просмотров • 2 месяцев назад

V2x Inc $VVX $2B Drones, Greenland, and Golden Dome for 50 cents on the dollar V2X, Inc. $VVX is a defense contractor formed by the 2022 merger of Vectrus and Vertex. The company has TTM revenue of $4.42B and rising, yet trades at a market cap less than half of that. At 11x P/E and 0.45x P/S, the market is valuing them at 45 cents for every $1 of revenue. Why is it it so cheap? The company had been focused on logistics, aerospace maintenance, training, and base operations for the U.S. military and national security clients. Currently it is being passed on by the market as a low margin services company, not a tech hardware company. Net profit margins are historically very tight (~1.8% to 2.5%). They rely on volume, not high markup. The cherry on top is that the company carries over $1.1B debt load and a PE firm has been selling shares. The market has been taking a pass. However there is a change occurring under the surface that the market may be missing. The Greenland Play. Vectrus is the blue-collar half of V2X. They operate in eye popping 329 locations/bases across 47 countries. They fully run six major bases from top to bottom. The crown jewel in this conversation is their Pituffik Base in Greenland. This is the US's only military base in Greenland. As Russia and China aggressively expand their icebreaker fleets, the Arctic is becoming the next major theater of conflict. In addition the region is the critical tracking node for ballistic missile interception. Pituffik is the U.S. military’s foothold in Greenland. V2X doesn't just clean the floors here; they manage everything from the power generation, airfield operations, civil engineering, and survival logistics in -30°F. The company is entrenched. If investment into the Arctic increases, $VVX is essential to that strategy. The Drone Hunter (Project Tempest). The Vertex side is where the high-margin re-rating happens. While the market wasn't looking, V2X deployed their Tempest counter-UAS system into active combat in Ukraine at an unheard of pace. This isn't a multi billion-dollar stationary missile system. It’s a mobile, "shoot-and-scoot" drone denial and scouting/sensing platform that fires mass produced laser-guided rockets to kill drones. They are killing cheap enemy drones with cheap rockets without being an expensive stationary target, thus helping to solve one of the biggest economic problems in modern warfare. They went from prototype to stacking battlefield killchains in months, an unheard of speed, and this was just their first contribution. The Golden Dome. As of Jan 12, they now hold a seat on the $151 Billion SHIELD contract to build the U.S. homeland missile defense shield. They are now at the table for high-end prototyping and sensor integration alongside the giants. What the market is still missing is that they didn't just get a "participation trophy." The award specifically cites V2X for "advanced analytics, rapid prototyping, and sensor integration." They are at the table to design the brain of the system. Remember, they are deeply integrated into hundreds of bases across the world. V2X isn't just a generic bidder either. They already run what will be the eyes of the Dome. Very few seem to have connected these dots. Let me give you an example of one set of these systems. The COBRA DANE & COBRA KING phased arrays. These are not "just radars." These are National Technical Means (NTM), the highest category of strategic assets the U.S. possesses. V2X currently operates and sustains these massive phased-arrays in places like Shemya, Alaska just 450 miles from Russia. These arrays are powerful enough to spot a baseball in space from 2,000 miles away. The COBRA DANE system that V2X runs in Alaska stares unblinkingly at the Kamchatka Peninsula and the Pacific Ocean. Its job is to detect Russian or Chinese ICBM launches instantly. It creates the "data lake" that the entire U.S. Missile Defense System relies on. V2X holds the contract to sustain and operate this facility. Without V2X, the U.S. goes blind in the North Pacific. The COBRA KING system is the "Mobile Eye" at Sea. It is a ship-borne dual-band radar system mounted on the USNS Howard O. Lorenzen. Unlike DANE which is fixed, KING moves. It parks off the coast of rogue nations to monitor missile tests up close. It uses X-band and S-band radars to "fingerprint" enemy warheads, determining if a missile is carrying a nuke or a decoy. V2X maintains the complex mission systems that allow this ship to feed data into the national command network. You can't build a "Golden Dome" without the data from these radars. Because V2X already manages the sensors that detect the missiles, they have a massive advantage in winning the contracts to integrate that data into the new shield. One final point on this topic is that previously the old V2X would wait 5 years for a maintenance contract. The market has not priced in that the new SHIELD approved V2X can now bid on 6-month "sprint" contracts to prototype new sensor fusion algorithms or cyber-hardened command posts. This moves them from "slow government services" to "fast defense tech." The base modernization $40B+ opportunity. The U.S. military has a massive problem. Its bases are falling apart and its networks are from the 90s. V2X holds a spot on the $12B Base Infrastructure Modernization (BIM) IDIQ. If the DOW budget spikes to $1.5T, money will likely flow into "Smart Base" initiatives. This includes upgrading 5G networks, cyber-hardening power grids, and digitizing logistics. V2X is a prime contractor for this. They don't just pour concrete; they install the digital backbone (fiber, sensors, security) that a modern base needs. Soldier Training in the modern AI and computational age. Yes, V2X is a giant here as well. In 2025, V2X won a spot on the U.S. Army's "LTRaC" (Live Training, Ranges, and Combat Training Centers) contract. V2X runs the "war games." When soldiers go to a major training center (like Fort Irwin or JRTC) to simulate fighting Russia or China, V2X provides the simulation tech, the "op-for" (opposing force) logistics, and the augmented reality systems. A massive DOW budget increase typically prioritizes Readiness. If the Army scales up exercises to deter threats, V2X gets paid more for every rotation. There is more, but I will stop here for now. (I haven't even mentioned the LOGCAP V massive Army logistics contract of which V2X is a prime holder). With V2X your getting a lot for shockingly very little. The company is finally realizing the benefits of the Vectrus/Vertex merger and the market is not paying attention. An incredible amount of capital is likely to pour into Greenland and the market is not paying attention. $1.5T is about to pour into the modernization of bases, sensors, and soldier training and the market is not paying attention. They are critical part of the Golden Dome infrastructure and the market has not realized. The debt bear case is dying. Net leverage has already dropped to ~2.6x (down from dangerous highs), and management is using record cash flow to clean up the balance sheet. The pre-planned PE return on investment selling is almost over. You are buying a company with an "Arctic Moat" (Greenland), a Golden Dome/SHIELD essential backbone, and a "Combat Tech" growth engine for 0.45x sales. It might take some time for the market to realize this. This is not a get rich quick play. But if the market wakes up even just a little and re-rates this to even a modest 0.8x sales (still a huge discount to peers), the stock doubles. I think this is an interesting multi-year play to build into. I took a position at $63.
2:27

V2x Inc $VVX $2B Drones, Greenland, and Golden Dome for 50 cents on the dollar V2X, Inc. $VVX is a defense contractor formed by the 2022 merger of Vectrus and Vertex. The company has TTM revenue of $4.42B and rising, yet trades at a market cap less than half of that. At 11x P/E and 0.45x P/S, the market is valuing them at 45 cents for every $1 of revenue. Why is it it so cheap? The company had been focused on logistics, aerospace maintenance, training, and base operations for the U.S. military and national security clients. Currently it is being passed on by the market as a low margin services company, not a tech hardware company. Net profit margins are historically very tight (~1.8% to 2.5%). They rely on volume, not high markup. The cherry on top is that the company carries over $1.1B debt load and a PE firm has been selling shares. The market has been taking a pass. However there is a change occurring under the surface that the market may be missing. The Greenland Play. Vectrus is the blue-collar half of V2X. They operate in eye popping 329 locations/bases across 47 countries. They fully run six major bases from top to bottom. The crown jewel in this conversation is their Pituffik Base in Greenland. This is the US's only military base in Greenland. As Russia and China aggressively expand their icebreaker fleets, the Arctic is becoming the next major theater of conflict. In addition the region is the critical tracking node for ballistic missile interception. Pituffik is the U.S. military’s foothold in Greenland. V2X doesn't just clean the floors here; they manage everything from the power generation, airfield operations, civil engineering, and survival logistics in -30°F. The company is entrenched. If investment into the Arctic increases, $VVX is essential to that strategy. The Drone Hunter (Project Tempest). The Vertex side is where the high-margin re-rating happens. While the market wasn't looking, V2X deployed their Tempest counter-UAS system into active combat in Ukraine at an unheard of pace. This isn't a multi billion-dollar stationary missile system. It’s a mobile, "shoot-and-scoot" drone denial and scouting/sensing platform that fires mass produced laser-guided rockets to kill drones. They are killing cheap enemy drones with cheap rockets without being an expensive stationary target, thus helping to solve one of the biggest economic problems in modern warfare. They went from prototype to stacking battlefield killchains in months, an unheard of speed, and this was just their first contribution. The Golden Dome. As of Jan 12, they now hold a seat on the $151 Billion SHIELD contract to build the U.S. homeland missile defense shield. They are now at the table for high-end prototyping and sensor integration alongside the giants. What the market is still missing is that they didn't just get a "participation trophy." The award specifically cites V2X for "advanced analytics, rapid prototyping, and sensor integration." They are at the table to design the brain of the system. Remember, they are deeply integrated into hundreds of bases across the world. V2X isn't just a generic bidder either. They already run what will be the eyes of the Dome. Very few seem to have connected these dots. Let me give you an example of one set of these systems. The COBRA DANE & COBRA KING phased arrays. These are not "just radars." These are National Technical Means (NTM), the highest category of strategic assets the U.S. possesses. V2X currently operates and sustains these massive phased-arrays in places like Shemya, Alaska just 450 miles from Russia. These arrays are powerful enough to spot a baseball in space from 2,000 miles away. The COBRA DANE system that V2X runs in Alaska stares unblinkingly at the Kamchatka Peninsula and the Pacific Ocean. Its job is to detect Russian or Chinese ICBM launches instantly. It creates the "data lake" that the entire U.S. Missile Defense System relies on. V2X holds the contract to sustain and operate this facility. Without V2X, the U.S. goes blind in the North Pacific. The COBRA KING system is the "Mobile Eye" at Sea. It is a ship-borne dual-band radar system mounted on the USNS Howard O. Lorenzen. Unlike DANE which is fixed, KING moves. It parks off the coast of rogue nations to monitor missile tests up close. It uses X-band and S-band radars to "fingerprint" enemy warheads, determining if a missile is carrying a nuke or a decoy. V2X maintains the complex mission systems that allow this ship to feed data into the national command network. You can't build a "Golden Dome" without the data from these radars. Because V2X already manages the sensors that detect the missiles, they have a massive advantage in winning the contracts to integrate that data into the new shield. One final point on this topic is that previously the old V2X would wait 5 years for a maintenance contract. The market has not priced in that the new SHIELD approved V2X can now bid on 6-month "sprint" contracts to prototype new sensor fusion algorithms or cyber-hardened command posts. This moves them from "slow government services" to "fast defense tech." The base modernization $40B+ opportunity. The U.S. military has a massive problem. Its bases are falling apart and its networks are from the 90s. V2X holds a spot on the $12B Base Infrastructure Modernization (BIM) IDIQ. If the DOW budget spikes to $1.5T, money will likely flow into "Smart Base" initiatives. This includes upgrading 5G networks, cyber-hardening power grids, and digitizing logistics. V2X is a prime contractor for this. They don't just pour concrete; they install the digital backbone (fiber, sensors, security) that a modern base needs. Soldier Training in the modern AI and computational age. Yes, V2X is a giant here as well. In 2025, V2X won a spot on the U.S. Army's "LTRaC" (Live Training, Ranges, and Combat Training Centers) contract. V2X runs the "war games." When soldiers go to a major training center (like Fort Irwin or JRTC) to simulate fighting Russia or China, V2X provides the simulation tech, the "op-for" (opposing force) logistics, and the augmented reality systems. A massive DOW budget increase typically prioritizes Readiness. If the Army scales up exercises to deter threats, V2X gets paid more for every rotation. There is more, but I will stop here for now. (I haven't even mentioned the LOGCAP V massive Army logistics contract of which V2X is a prime holder). With V2X your getting a lot for shockingly very little. The company is finally realizing the benefits of the Vectrus/Vertex merger and the market is not paying attention. An incredible amount of capital is likely to pour into Greenland and the market is not paying attention. $1.5T is about to pour into the modernization of bases, sensors, and soldier training and the market is not paying attention. They are critical part of the Golden Dome infrastructure and the market has not realized. The debt bear case is dying. Net leverage has already dropped to ~2.6x (down from dangerous highs), and management is using record cash flow to clean up the balance sheet. The pre-planned PE return on investment selling is almost over. You are buying a company with an "Arctic Moat" (Greenland), a Golden Dome/SHIELD essential backbone, and a "Combat Tech" growth engine for 0.45x sales. It might take some time for the market to realize this. This is not a get rich quick play. But if the market wakes up even just a little and re-rates this to even a modest 0.8x sales (still a huge discount to peers), the stock doubles. I think this is an interesting multi-year play to build into. I took a position at $63.

YeahDave

78,045 просмотров • 6 месяцев назад

I Cracked Polymarket Using Claude Opus 4.6: The 96,000 Dollar Script For 5 Minute High Leverage Windows most traders are currently sitting at their desks fighting a losing battle against a digital wall because they do not realize the house always wins against human emotion. while the crowd is busy chasing the next meme coin or getting washed out in a single wick an automated agent just pulled nearly a hundred thousand dollars out of thin air using nothing but raw logic. i have seen people blow their life savings in these five minute windows because they treated a high leverage prediction market like a playground instead of a laboratory i am moon dev and i believe that code is the great equalizer because through losing money with liquidations and over trading i knew i had to automate my trading. in the past i spent hundreds of thousands on devs for apps thinking i would not be able to code myself which was a massive waste of my time and resources. with bots you must iterate to success so i decided to learn live on youtube and now we are here with fully automated systems trading for me instead of getting liquidated by the market the five minute markets on polymarket are essentially a high speed game of musical chairs where the person left standing is usually the one with the fastest script. leverage makes these markets extremely dangerous because it amplifies every mistake you make until your account is completely empty. the only way to survive this environment is to stop trading based on a gut feeling and start trading based on a stress tested mathematical edge the real breakthrough happened when i started using claude opus four point six to write the execution code for these specific five minute windows. having an ai agent that can analyze microstructure data means you can find trends that are completely invisible to the naked eye. it is essentially like having a team of twenty engineers working for you around the clock without the communication lag or the massive overhead costs some of our back tests show a sixty four percent win rate which sounds like a dream to anyone who has ever spent a night staring at a red screen. however the return on these tests varies wildly based on a few specific changes to the strategy parameters and histogram filters. i found that a return of forty one thousand dollars can jump to nearly double that just by adjusting how the bot handles the macd histogram threshold the trap that most people fall into is thinking that a good back test is a license to print money immediately without any further validation. this is a dangerous lie that leads to huge losses because the market in the past is not a perfect mirror of what is going to happen today. that is why i never launch a bot with full size until it has survived the incubation phase where it trades with ten dollars at a time incubation is the ultimate reality check for any trading strategy regardless of how good the numbers look on a computer screen. it is nerve wracking to watch a bot enter its first real trade even if the size is small because that is the moment theory meets reality. most of the bots that pass a back test will fail during the first forty eight hours of incubation and that is exactly why this step is non negotiable the data i use to build these systems covers over two hundred weeks of historical one minute candles to ensure the results are robust and not just luck. we are currently moving toward a machine learning approach where the system can adapt to changing market conditions without me having to intervene. this means the bot will eventually be able to recognize when a high leverage window is too risky and simply wait for a better entry the strategy itself relies heavily on macd variations which is a well known indicator but it is used here with a very specific and proprietary twist. by filtering for trades that hit a specific threshold we can ignore the random price noise that usually liquidates manual traders. we look for an edge of at least six percent which is enough to cover all platform fees and still leave a significant profit on the table i used to think that being a successful trader meant being a genius who could predict the future with a magical crystal ball. the truth is far more boring because success is just about researching an idea and testing it until the data proves it works in the past. then you just let the bot do the work while you go live your life instead of being a slave to the candle sticks and charts this world is changing fast and the people who learn to leverage ai to automate their thinking are going to be the ones who win the next decade. i am not asking you to trust a back test or a screenshot from a website because i want you to trust the process of testing it yourself. code allows you to take your life back from the screens and finally stop the cycle of over trading and emotional liquidations the difference between the traders who make it and the people who blow up is simply the willingness to iterate on their ideas daily. you might fail on your first ten bots but the eleventh one might be the script that changes your entire financial trajectory forever. it is about staying in the game long enough for the math to finally work in your favor and removing the human heart from the execution every day i am back testing and researching new ideas to see if they can survive the stress of real market data. i launch these live bots and let them run for seventy two hours to see if they can handle the pressure of the current market trend. while everyone else is coping and complaining about market volatility we are just adjusting our parameters and letting the ai find the next profitable window vibe coding with claude opus four point six has changed the speed at which i can deploy a new strategy from weeks down to just a few minutes. you can give the ai a general strategy idea and it builds the entire trading infrastructure for you while you focus on the logic. this speed is the ultimate advantage in a market that moves as fast as a five minute prediction window on the blockchain the future of trading is not found in a chat room or a paid signal group but in the code you write and the data you process. i believe that everyone has the ability to become an automated trader if they are willing to put in the work to learn the scripts. it is the only way to escape the trap of the nine to five and the anxiety of manual hand trading in a manipulated market i want you to understand that the ninety six thousand dollar returns i see are the result of hundreds of failed tests that never saw the light of day. you have to be willing to look at a failing bot and kill it without emotion so you can move on to the next research project. that is the quantitative mindset that separates the winners from the people who are just gambling with their savings if you are ready to stop being the liquidity for the big players then it is time to start building your own automated army of bots. for the cost of a few cups of coffee you can get access to the road map and the scripts that are driving these results. i am here every day showing you the process because i want to see more people use code to find their financial freedom and beat the house at its own game
11:04

I Cracked Polymarket Using Claude Opus 4.6: The 96,000 Dollar Script For 5 Minute High Leverage Windows most traders are currently sitting at their desks fighting a losing battle against a digital wall because they do not realize the house always wins against human emotion. while the crowd is busy chasing the next meme coin or getting washed out in a single wick an automated agent just pulled nearly a hundred thousand dollars out of thin air using nothing but raw logic. i have seen people blow their life savings in these five minute windows because they treated a high leverage prediction market like a playground instead of a laboratory i am moon dev and i believe that code is the great equalizer because through losing money with liquidations and over trading i knew i had to automate my trading. in the past i spent hundreds of thousands on devs for apps thinking i would not be able to code myself which was a massive waste of my time and resources. with bots you must iterate to success so i decided to learn live on youtube and now we are here with fully automated systems trading for me instead of getting liquidated by the market the five minute markets on polymarket are essentially a high speed game of musical chairs where the person left standing is usually the one with the fastest script. leverage makes these markets extremely dangerous because it amplifies every mistake you make until your account is completely empty. the only way to survive this environment is to stop trading based on a gut feeling and start trading based on a stress tested mathematical edge the real breakthrough happened when i started using claude opus four point six to write the execution code for these specific five minute windows. having an ai agent that can analyze microstructure data means you can find trends that are completely invisible to the naked eye. it is essentially like having a team of twenty engineers working for you around the clock without the communication lag or the massive overhead costs some of our back tests show a sixty four percent win rate which sounds like a dream to anyone who has ever spent a night staring at a red screen. however the return on these tests varies wildly based on a few specific changes to the strategy parameters and histogram filters. i found that a return of forty one thousand dollars can jump to nearly double that just by adjusting how the bot handles the macd histogram threshold the trap that most people fall into is thinking that a good back test is a license to print money immediately without any further validation. this is a dangerous lie that leads to huge losses because the market in the past is not a perfect mirror of what is going to happen today. that is why i never launch a bot with full size until it has survived the incubation phase where it trades with ten dollars at a time incubation is the ultimate reality check for any trading strategy regardless of how good the numbers look on a computer screen. it is nerve wracking to watch a bot enter its first real trade even if the size is small because that is the moment theory meets reality. most of the bots that pass a back test will fail during the first forty eight hours of incubation and that is exactly why this step is non negotiable the data i use to build these systems covers over two hundred weeks of historical one minute candles to ensure the results are robust and not just luck. we are currently moving toward a machine learning approach where the system can adapt to changing market conditions without me having to intervene. this means the bot will eventually be able to recognize when a high leverage window is too risky and simply wait for a better entry the strategy itself relies heavily on macd variations which is a well known indicator but it is used here with a very specific and proprietary twist. by filtering for trades that hit a specific threshold we can ignore the random price noise that usually liquidates manual traders. we look for an edge of at least six percent which is enough to cover all platform fees and still leave a significant profit on the table i used to think that being a successful trader meant being a genius who could predict the future with a magical crystal ball. the truth is far more boring because success is just about researching an idea and testing it until the data proves it works in the past. then you just let the bot do the work while you go live your life instead of being a slave to the candle sticks and charts this world is changing fast and the people who learn to leverage ai to automate their thinking are going to be the ones who win the next decade. i am not asking you to trust a back test or a screenshot from a website because i want you to trust the process of testing it yourself. code allows you to take your life back from the screens and finally stop the cycle of over trading and emotional liquidations the difference between the traders who make it and the people who blow up is simply the willingness to iterate on their ideas daily. you might fail on your first ten bots but the eleventh one might be the script that changes your entire financial trajectory forever. it is about staying in the game long enough for the math to finally work in your favor and removing the human heart from the execution every day i am back testing and researching new ideas to see if they can survive the stress of real market data. i launch these live bots and let them run for seventy two hours to see if they can handle the pressure of the current market trend. while everyone else is coping and complaining about market volatility we are just adjusting our parameters and letting the ai find the next profitable window vibe coding with claude opus four point six has changed the speed at which i can deploy a new strategy from weeks down to just a few minutes. you can give the ai a general strategy idea and it builds the entire trading infrastructure for you while you focus on the logic. this speed is the ultimate advantage in a market that moves as fast as a five minute prediction window on the blockchain the future of trading is not found in a chat room or a paid signal group but in the code you write and the data you process. i believe that everyone has the ability to become an automated trader if they are willing to put in the work to learn the scripts. it is the only way to escape the trap of the nine to five and the anxiety of manual hand trading in a manipulated market i want you to understand that the ninety six thousand dollar returns i see are the result of hundreds of failed tests that never saw the light of day. you have to be willing to look at a failing bot and kill it without emotion so you can move on to the next research project. that is the quantitative mindset that separates the winners from the people who are just gambling with their savings if you are ready to stop being the liquidity for the big players then it is time to start building your own automated army of bots. for the cost of a few cups of coffee you can get access to the road map and the scripts that are driving these results. i am here every day showing you the process because i want to see more people use code to find their financial freedom and beat the house at its own game

Moon Dev

10,921 просмотров • 4 месяцев назад

Trump was about to sign the biggest AI executive order in history. CEOs flew to Washington and the pens were ready. But then ONE phone call killed the whole thing. And the guy who made that call literally owns 449 AI companies. Here’s what happened: On Thursday, every major tech CEO in America was either in Washington or on their way. Sam Altman, Sundar Pichai, Satya Nadella, Mark Zuckerberg, and more. The White House had invited them to watch Trump sign an executive order that would have given the federal government up to 90 days of access to test the most powerful AI models before they were released to the public. It would have created a coordinated response to AI-enabled threats against banks, hospitals, and critical infrastructure. The order had been in development for months. White House staff believed everyone was on board. Then at some point, David Sacks called the President directly. Sacks is the venture capitalist who served as Trump’s AI and crypto czar until March 2026. His firm Craft Ventures holds stakes in 449 companies with AI products. The New York Times investigated his portfolio and found he remained invested in hundreds of AI companies despite divesting from some holdings. A government ethics expert at Washington University called his ethics waivers “sham waivers” that were “like a presidential pardon in advance.” On Thursday morning, Sacks told Trump the executive order could slow AI development and hand China the lead. He argued that the voluntary review process could one day be made mandatory. His pitch was simple: Regulate AI, lose the race. Elon Musk called Trump with the same message. So did Mark Zuckerberg. Three billionaires who collectively own or invest in the majority of America’s AI infrastructure called the President in the span of a few hours and told him NOT to regulate their industry. Trump walked into the room where the ceremony was supposed to happen and told reporters he didn’t like the order. Pulled the plug on the spot. Now here is the part that makes this truly insane: The executive order was VOLUNTARY. Companies did not have to submit their models. There was no licensing requirement, mandatory approval process, or penalties for non-compliance. The government was simply asking to look at frontier AI models before they went live so they could test for dangerous capabilities. And even THAT was too much. Politico reported that White House officials believed Sacks supported the order all the way through the review process earlier that week. He raised zero objections during the meetings. Then on Wednesday night, he suddenly had concerns. By Thursday morning, the order was dead. The draft leaked to Axios on Friday. Now every AI company in America is operating in a policy vacuum because nobody knows what rules apply. The national security team that spent months writing the order got overruled in 12 hours by a phone call from a man who profits directly from the industry staying unregulated. But the companies that killed it are the ones building the most powerful systems with the least oversight. Musk’s xAI and Zuckerberg’s Meta AI are both developing frontier models. And both called the President to make sure nobody gets to test those models before release. David Sacks officially LEFT his White House role in March 2026. But on Thursday morning, one phone call from a private citizen with 449 AI investments was enough to override months of national security policy work and cancel a presidential executive order hours before it was signed. Nobody elected David Sacks or can vote him out. And he just decided what the rules are for the most powerful technology on Earth...
0:27

Trump was about to sign the biggest AI executive order in history. CEOs flew to Washington and the pens were ready. But then ONE phone call killed the whole thing. And the guy who made that call literally owns 449 AI companies. Here’s what happened: On Thursday, every major tech CEO in America was either in Washington or on their way. Sam Altman, Sundar Pichai, Satya Nadella, Mark Zuckerberg, and more. The White House had invited them to watch Trump sign an executive order that would have given the federal government up to 90 days of access to test the most powerful AI models before they were released to the public. It would have created a coordinated response to AI-enabled threats against banks, hospitals, and critical infrastructure. The order had been in development for months. White House staff believed everyone was on board. Then at some point, David Sacks called the President directly. Sacks is the venture capitalist who served as Trump’s AI and crypto czar until March 2026. His firm Craft Ventures holds stakes in 449 companies with AI products. The New York Times investigated his portfolio and found he remained invested in hundreds of AI companies despite divesting from some holdings. A government ethics expert at Washington University called his ethics waivers “sham waivers” that were “like a presidential pardon in advance.” On Thursday morning, Sacks told Trump the executive order could slow AI development and hand China the lead. He argued that the voluntary review process could one day be made mandatory. His pitch was simple: Regulate AI, lose the race. Elon Musk called Trump with the same message. So did Mark Zuckerberg. Three billionaires who collectively own or invest in the majority of America’s AI infrastructure called the President in the span of a few hours and told him NOT to regulate their industry. Trump walked into the room where the ceremony was supposed to happen and told reporters he didn’t like the order. Pulled the plug on the spot. Now here is the part that makes this truly insane: The executive order was VOLUNTARY. Companies did not have to submit their models. There was no licensing requirement, mandatory approval process, or penalties for non-compliance. The government was simply asking to look at frontier AI models before they went live so they could test for dangerous capabilities. And even THAT was too much. Politico reported that White House officials believed Sacks supported the order all the way through the review process earlier that week. He raised zero objections during the meetings. Then on Wednesday night, he suddenly had concerns. By Thursday morning, the order was dead. The draft leaked to Axios on Friday. Now every AI company in America is operating in a policy vacuum because nobody knows what rules apply. The national security team that spent months writing the order got overruled in 12 hours by a phone call from a man who profits directly from the industry staying unregulated. But the companies that killed it are the ones building the most powerful systems with the least oversight. Musk’s xAI and Zuckerberg’s Meta AI are both developing frontier models. And both called the President to make sure nobody gets to test those models before release. David Sacks officially LEFT his White House role in March 2026. But on Thursday morning, one phone call from a private citizen with 449 AI investments was enough to override months of national security policy work and cancel a presidential executive order hours before it was signed. Nobody elected David Sacks or can vote him out. And he just decided what the rules are for the most powerful technology on Earth...

Ricardo

467,783 просмотров • 2 месяцев назад

If you're new to $EOS.AX, here's everything that matters. I think this is a prime in the making. Here's why. What they actually do Electro Optic Systems is an Australian defence technology company with four decades of experience in lasers, optics, and weapons systems. They build remote weapon stations, high-energy lasers, counter-drone systems, and space domain awareness infrastructure; and now the AI command-and-control layer to connect all of it. Land EOS has sold over 2,500 remote weapon stations globally. Their R400 Slinger is battle-proven in Ukraine; 160 systems deployed, with the Ukrainian Ambassador visiting EOS headquarters this week and publicly confirming the Slinger is receiving positive operational feedback from the battlefield. General Dynamics selected EOS as sole partner to integrate the R400 autonomously onto the M1 Abrams tank. Thousands of platforms, $3B addressable market over 15 years. Counter-drone Apollo is their 100kW high-energy laser. The Netherlands signed the world's first 100kW HELW export contract at €71.4M, and it's running six months ahead of schedule. Their Slinger cannon system is the kinetic layer. EOS has recently acquired MARSS, bringing NiDAR; an AI-enabled command and control system with 60+ fielded systems globally as the brain connecting everything. EOS can now sell a full integrated kill chain - detect, decide, engage. Sea EOS doesn't build ships. What it does is provide the weapon layer on unmanned surface vessels. R400 RWS demonstrated on BlackSea Technologies' USV at Sea-Air-Space in April alongside Lockheed Martin. A €31M order for Slinger counter-drone systems configured for naval deployment; EOS's largest ever naval RWS contract, funded by a Western European government. Space This is the part most people miss. EOS has been tracking objects in orbit from Mount Stromlo for four decades. Atlas Space Control - unveiled at IAC 2025 - weaponises that capability. Ground-based high-energy lasers, fixed or mobile, scalable from surveillance through to active engagement. As Russia parks military satellites 500 metres from commercial imaging assets supplying Ukraine, this stops being a niche product. They just appointed Air Vice-Marshal (Ret'd) Catherine Roberts to the board; inaugural Commander of Defence Space Command in Australia, 40 years of aerospace engineering, and oversight of $16B in major programmes. They're stacking the deck to own the space domain. C2 - the connective tissue Without command and control, EOS is a components vendor, but MARSS NiDAR changes that. It fuses sensors and orchestrates effectors across all domains at machine speed. The integrated EOS-MARSS stack has already defeated Iranian Shahed drones defending Gulf infrastructure in active conflict. Netherlands World's first export contract for a 100kW high-energy laser weapon @ €71.4M and running ahead of schedule. The Dutch client is already signalling readiness for serial production orders before first delivery. This is NATO reference architecture. Germany Defence Minister Pistorius visited Mount Stromlo in March 2026. CEO Schwer presented binding offers for 10 Apollo 100kW systems (€380M) plus Atlas. EOS pitch - twice the power, half the price, half the time. A German CEO with Rheinmetall executive pedigree doesn't walk into those rooms by accident. Middle East 500+ EOS remote weapon stations already in Emirati service. Calidus - Abu Dhabi's major defence integrator - took a A$40M strategic stake in EOS and is co-producing systems in a UAE manufacturing hub. Their joint system DAMITA is the UAE's first indigenous integrated counter-drone platform; EOS laser, EOS turret, MARSS NiDAR brain. This is the Gulf reference architecture, with a clear replication path into Saudi Arabia, Kuwait, Qatar, and Bahrain. Africa MARSS is finalising a >US$190M C4I programme with Nigeria's Ministry of Defence; NiDAR as a national command architecture, regional hubs, ISR UAVs. One of the largest defence programmes ever commissioned in Africa, with both sides publicly confirming they're moving toward contract signature. When it converts, it pushes the combined order book toward A$1B. The ITAR advantage US laser and defence companies are world class but export restricted, whereas EOS is ITAR free. They can sell to Europe, the Middle East, and Asia without years of Washington approval. That's not a minor detail; it's the entire competitive moat in a market where every NATO ally is scrambling to rearm. The numbers Order backlog - A$700M+ and growing. Gross margins - 76%. Net cash: ~A$235M post capital raise. A$190M institutional raise just completed with Calidus as strategic anchor investor. The setup The market is still pricing this like a small Australian manufacturer. The order book, the partnerships, the product depth, the combat validation, and the geopolitical tailwinds say something else entirely. Air, land, sea, space, and the brain to run them. That's the company EOS is becoming.
3:45

If you're new to $EOS.AX, here's everything that matters. I think this is a prime in the making. Here's why. What they actually do Electro Optic Systems is an Australian defence technology company with four decades of experience in lasers, optics, and weapons systems. They build remote weapon stations, high-energy lasers, counter-drone systems, and space domain awareness infrastructure; and now the AI command-and-control layer to connect all of it. Land EOS has sold over 2,500 remote weapon stations globally. Their R400 Slinger is battle-proven in Ukraine; 160 systems deployed, with the Ukrainian Ambassador visiting EOS headquarters this week and publicly confirming the Slinger is receiving positive operational feedback from the battlefield. General Dynamics selected EOS as sole partner to integrate the R400 autonomously onto the M1 Abrams tank. Thousands of platforms, $3B addressable market over 15 years. Counter-drone Apollo is their 100kW high-energy laser. The Netherlands signed the world's first 100kW HELW export contract at €71.4M, and it's running six months ahead of schedule. Their Slinger cannon system is the kinetic layer. EOS has recently acquired MARSS, bringing NiDAR; an AI-enabled command and control system with 60+ fielded systems globally as the brain connecting everything. EOS can now sell a full integrated kill chain - detect, decide, engage. Sea EOS doesn't build ships. What it does is provide the weapon layer on unmanned surface vessels. R400 RWS demonstrated on BlackSea Technologies' USV at Sea-Air-Space in April alongside Lockheed Martin. A €31M order for Slinger counter-drone systems configured for naval deployment; EOS's largest ever naval RWS contract, funded by a Western European government. Space This is the part most people miss. EOS has been tracking objects in orbit from Mount Stromlo for four decades. Atlas Space Control - unveiled at IAC 2025 - weaponises that capability. Ground-based high-energy lasers, fixed or mobile, scalable from surveillance through to active engagement. As Russia parks military satellites 500 metres from commercial imaging assets supplying Ukraine, this stops being a niche product. They just appointed Air Vice-Marshal (Ret'd) Catherine Roberts to the board; inaugural Commander of Defence Space Command in Australia, 40 years of aerospace engineering, and oversight of $16B in major programmes. They're stacking the deck to own the space domain. C2 - the connective tissue Without command and control, EOS is a components vendor, but MARSS NiDAR changes that. It fuses sensors and orchestrates effectors across all domains at machine speed. The integrated EOS-MARSS stack has already defeated Iranian Shahed drones defending Gulf infrastructure in active conflict. Netherlands World's first export contract for a 100kW high-energy laser weapon @ €71.4M and running ahead of schedule. The Dutch client is already signalling readiness for serial production orders before first delivery. This is NATO reference architecture. Germany Defence Minister Pistorius visited Mount Stromlo in March 2026. CEO Schwer presented binding offers for 10 Apollo 100kW systems (€380M) plus Atlas. EOS pitch - twice the power, half the price, half the time. A German CEO with Rheinmetall executive pedigree doesn't walk into those rooms by accident. Middle East 500+ EOS remote weapon stations already in Emirati service. Calidus - Abu Dhabi's major defence integrator - took a A$40M strategic stake in EOS and is co-producing systems in a UAE manufacturing hub. Their joint system DAMITA is the UAE's first indigenous integrated counter-drone platform; EOS laser, EOS turret, MARSS NiDAR brain. This is the Gulf reference architecture, with a clear replication path into Saudi Arabia, Kuwait, Qatar, and Bahrain. Africa MARSS is finalising a >US$190M C4I programme with Nigeria's Ministry of Defence; NiDAR as a national command architecture, regional hubs, ISR UAVs. One of the largest defence programmes ever commissioned in Africa, with both sides publicly confirming they're moving toward contract signature. When it converts, it pushes the combined order book toward A$1B. The ITAR advantage US laser and defence companies are world class but export restricted, whereas EOS is ITAR free. They can sell to Europe, the Middle East, and Asia without years of Washington approval. That's not a minor detail; it's the entire competitive moat in a market where every NATO ally is scrambling to rearm. The numbers Order backlog - A$700M+ and growing. Gross margins - 76%. Net cash: ~A$235M post capital raise. A$190M institutional raise just completed with Calidus as strategic anchor investor. The setup The market is still pricing this like a small Australian manufacturer. The order book, the partnerships, the product depth, the combat validation, and the geopolitical tailwinds say something else entirely. Air, land, sea, space, and the brain to run them. That's the company EOS is becoming.

OptimusDelta

218,996 просмотров • 2 месяцев назад

RED, GRAY, AND BLUE The biggest mistake most commentators make today is talking about "the United States of America" as if it still exists as a unitary entity. In reality, it's the Disunited Tribes of North America. Different American tribes now have their own preferred influencers, foreign policies, genders, companies, counties, and even currencies. The only thing they don't yet fully have are their own countries. But the mass migration is already here between blue states and red, and the digital secession into separate social networks is already here too. It's blindingly obvious that the endless cloud strife is going to be printed out onto the land; all that awaits is formal American Partition. Until then, we are stuck in this bizarre twilight zone where people keep talking about "American policy." However, we know you can't talk about "Korean policy" without immediately clarifying whether you mean North Korea or South Korea. And so too you can't talk about "American policy" without clarifying whether you mean Blue America, Red America, Tech America, or one of their increasingly numerous sub-tribes. SILICON VALLEY VS PENTAGON Which brings us to the ongoing conflict between Silicon Valley AI companies and the Pentagon. This is just one of many conflicts between Network and State, and just one of several lose/lose scenarios between blue, red, and gray/tech that are playing out across the chessboard. But you can't understand what's going on without the tribal lens. Briefly: the center-left tech guys at Anthropic (along with many at OpenAI and Google) say they don't want their software to be used for autonomous weapons and domestic surveillance. They see themselves as protecting civil liberties. Meanwhile, the center-right tech guys in the US government do want AI to be used to defend their land, and resent the idea that every (potentially sensitive) military plan can be vetoed at will by a mere tech company. They see themselves as protecting national security. THE TRIBAL LENS This argument about principles breaks down because it's not really about principles, but about root control. The Anthropic employees trust their CEO to make judgments about what happens to user data. They don't trust these Pentagon MAGAs. And the Pentagon has exactly the opposite set of intuitions: they don't want these squishy wokes to be upstream of their military and their President. Fundamentally, the tech left doesn't want the tech right (let alone the full Republicans) to have root control over them, to be able to seize their companies or surveil them. And the tech right doesn't want the tech left (let alone the full Democrats) to have root control over them, to be able to veto their military plans or impede their presidency. All this is against the backdrop of many other raging conflicts, including Democrats vs Tech (via the wealth tax) and Tech vs Democrats (via AI disrupting blue jobs). The tech right thinks the tech left is dumb for not seeing that they're the one thing protecting them from getting taxed to death by Democrats, not to mention distilled by China. The tech left thinks the tech right is dumb for wanting to power up a surveillance state that may get handed over to Democrats...and thereby turned into China. Which brings us to China. THE CHINESE CHALLENGE Both tribes constantly invoke China as the outgroup. Obviously, China is building autonomous weapons. So if the American state doesn’t match what China is doing, it won't be militarily better than China! On the other hand, China is also doing domestic surveillance. So if the American state does match what China is doing, it’ll be no better than China! Both also have internal divisions on China. The tech left, including Anthropic, has used the China-vs-America framing to argue for AI funding. They're also mad about China distilling their models. So the tech left actually does have some real anti-China sentiment. Conversely, the tech right, including many in the administration, has used the China-surveilling-their-citizens argument to argue against censorship. They're also mad about Democrats abusing the state against them. So the tech right actually does have some real internal libertarian sentiment. (Note: the far left & far right oppose both tech and all military involvement abroad, for different reasons, so they aren't directly participating in this argument.) TAKING THE L Ultimately, however, none of this matters. On the present trajectory, the American state is simply not going to outcompete the Chinese state, because the American people are unable to cooperate for the greater good, and therefore a "United" States of America does not exist. The modern American is all about liberty (red), or protest (blue), or techno-capitalism (gray). That's all great stuff, but each is about individual rights, as opposed to the collective responsibility felt by the 1950s American. Meanwhile the Chinese are about harmony, the party, and techno-communism. They've developed a social contract where they're fine with fusing their nation, state, and network together into a giant Voltron. For China: their nationalists are their Republicans, their statists are their Democrats, and the technologists are their Silicon Valley. Of course they have their internal conflicts, but for now all of that has been quashed by the party. The result is that the Chinese have collectively built perhaps the most powerful manufacturing goliath that's ever existed on earth. And that Chinese nation/state/network fusion challenges the Republican belief in liberty, the Democrat faith in democracy, and the Technologist faith in founder-led capitalism. No mere appeal to principle is going to work against Chinese Voltron. It's like praying to Zeus against a nuke. You need a set of principles that actually generates collective power, power comparable to China. Or you need to capitulate. CAPITULATE, OR COOPERATE The Democrats (and the Western left more broadly) are actually the first to realize this, which is why Carney/Mamdani/Newsom/Walz and the like are just capitulating to the Chinese state. The Biden Democrats threw the kitchen sink at China, but the Chinese state won, and proved itself the stronger horse. So blues are now (implicitly) auditioning for a position as overseas bureaucrats in Xi's empire, as apparatchiks in Communist Canada and Chinese California. Tech and Reds haven't fully caught on to this. The Republicans still claim their military is stronger than the Chinese military, and Silicon Valley still thinks their tech is better than Chinese tech. They point to the few areas where they still have an edge, while trying to ignore the enormous scale and speed advantages China has (especially in the physical world). You might think the mass-produced, back-flipping Unitree kung-fu Chinese humanoids would be enough to disabuse both red and tech of their illusions here. But a demo is probably not enough; we may all actually need to see the Chinese drone armada in action to mark the world to market. Perhaps it gets debuted in Ukraine, Iran, or some other proxy war. As Orwell put it, "sooner or later a false belief bumps up against solid reality, usually on a battlefield.” I do hope my friends on left and right learn to cooperate before that happens. I am extremely skeptical that they will.
1:00

RED, GRAY, AND BLUE The biggest mistake most commentators make today is talking about "the United States of America" as if it still exists as a unitary entity. In reality, it's the Disunited Tribes of North America. Different American tribes now have their own preferred influencers, foreign policies, genders, companies, counties, and even currencies. The only thing they don't yet fully have are their own countries. But the mass migration is already here between blue states and red, and the digital secession into separate social networks is already here too. It's blindingly obvious that the endless cloud strife is going to be printed out onto the land; all that awaits is formal American Partition. Until then, we are stuck in this bizarre twilight zone where people keep talking about "American policy." However, we know you can't talk about "Korean policy" without immediately clarifying whether you mean North Korea or South Korea. And so too you can't talk about "American policy" without clarifying whether you mean Blue America, Red America, Tech America, or one of their increasingly numerous sub-tribes. SILICON VALLEY VS PENTAGON Which brings us to the ongoing conflict between Silicon Valley AI companies and the Pentagon. This is just one of many conflicts between Network and State, and just one of several lose/lose scenarios between blue, red, and gray/tech that are playing out across the chessboard. But you can't understand what's going on without the tribal lens. Briefly: the center-left tech guys at Anthropic (along with many at OpenAI and Google) say they don't want their software to be used for autonomous weapons and domestic surveillance. They see themselves as protecting civil liberties. Meanwhile, the center-right tech guys in the US government do want AI to be used to defend their land, and resent the idea that every (potentially sensitive) military plan can be vetoed at will by a mere tech company. They see themselves as protecting national security. THE TRIBAL LENS This argument about principles breaks down because it's not really about principles, but about root control. The Anthropic employees trust their CEO to make judgments about what happens to user data. They don't trust these Pentagon MAGAs. And the Pentagon has exactly the opposite set of intuitions: they don't want these squishy wokes to be upstream of their military and their President. Fundamentally, the tech left doesn't want the tech right (let alone the full Republicans) to have root control over them, to be able to seize their companies or surveil them. And the tech right doesn't want the tech left (let alone the full Democrats) to have root control over them, to be able to veto their military plans or impede their presidency. All this is against the backdrop of many other raging conflicts, including Democrats vs Tech (via the wealth tax) and Tech vs Democrats (via AI disrupting blue jobs). The tech right thinks the tech left is dumb for not seeing that they're the one thing protecting them from getting taxed to death by Democrats, not to mention distilled by China. The tech left thinks the tech right is dumb for wanting to power up a surveillance state that may get handed over to Democrats...and thereby turned into China. Which brings us to China. THE CHINESE CHALLENGE Both tribes constantly invoke China as the outgroup. Obviously, China is building autonomous weapons. So if the American state doesn’t match what China is doing, it won't be militarily better than China! On the other hand, China is also doing domestic surveillance. So if the American state does match what China is doing, it’ll be no better than China! Both also have internal divisions on China. The tech left, including Anthropic, has used the China-vs-America framing to argue for AI funding. They're also mad about China distilling their models. So the tech left actually does have some real anti-China sentiment. Conversely, the tech right, including many in the administration, has used the China-surveilling-their-citizens argument to argue against censorship. They're also mad about Democrats abusing the state against them. So the tech right actually does have some real internal libertarian sentiment. (Note: the far left & far right oppose both tech and all military involvement abroad, for different reasons, so they aren't directly participating in this argument.) TAKING THE L Ultimately, however, none of this matters. On the present trajectory, the American state is simply not going to outcompete the Chinese state, because the American people are unable to cooperate for the greater good, and therefore a "United" States of America does not exist. The modern American is all about liberty (red), or protest (blue), or techno-capitalism (gray). That's all great stuff, but each is about individual rights, as opposed to the collective responsibility felt by the 1950s American. Meanwhile the Chinese are about harmony, the party, and techno-communism. They've developed a social contract where they're fine with fusing their nation, state, and network together into a giant Voltron. For China: their nationalists are their Republicans, their statists are their Democrats, and the technologists are their Silicon Valley. Of course they have their internal conflicts, but for now all of that has been quashed by the party. The result is that the Chinese have collectively built perhaps the most powerful manufacturing goliath that's ever existed on earth. And that Chinese nation/state/network fusion challenges the Republican belief in liberty, the Democrat faith in democracy, and the Technologist faith in founder-led capitalism. No mere appeal to principle is going to work against Chinese Voltron. It's like praying to Zeus against a nuke. You need a set of principles that actually generates collective power, power comparable to China. Or you need to capitulate. CAPITULATE, OR COOPERATE The Democrats (and the Western left more broadly) are actually the first to realize this, which is why Carney/Mamdani/Newsom/Walz and the like are just capitulating to the Chinese state. The Biden Democrats threw the kitchen sink at China, but the Chinese state won, and proved itself the stronger horse. So blues are now (implicitly) auditioning for a position as overseas bureaucrats in Xi's empire, as apparatchiks in Communist Canada and Chinese California. Tech and Reds haven't fully caught on to this. The Republicans still claim their military is stronger than the Chinese military, and Silicon Valley still thinks their tech is better than Chinese tech. They point to the few areas where they still have an edge, while trying to ignore the enormous scale and speed advantages China has (especially in the physical world). You might think the mass-produced, back-flipping Unitree kung-fu Chinese humanoids would be enough to disabuse both red and tech of their illusions here. But a demo is probably not enough; we may all actually need to see the Chinese drone armada in action to mark the world to market. Perhaps it gets debuted in Ukraine, Iran, or some other proxy war. As Orwell put it, "sooner or later a false belief bumps up against solid reality, usually on a battlefield.” I do hope my friends on left and right learn to cooperate before that happens. I am extremely skeptical that they will.

Balaji

127,499 просмотров • 5 месяцев назад

Galaxy plays landlord to the largest single data center in America and the rent just started flowing (save this). "It's the largest single campus data center in America, 1.6 gigawatts. We've already leased out half of that." - CEO, Mike Novogratz. The opportunity = the vast majority of the investing world still sees Galaxy as a crypto trading firm (and that misunderstanding makes the trade). Phase I of the Helios campus in West Texas is complete: 200MW of gross power delivered, 133MW of critical IT load handed to CoreWeave, on budget and on schedule. Rent commenced in Q2 2026, which means Helios revenue hits the P&L as early as next earnings report. That will be the first time Wall Street sees this cash flow in actual reported numbers instead of projections. And the full CoreWeave commitment runs well beyond Phase I. CoreWeave has committed to 526MW of critical IT load across Phases I through III, on 15-year leases with two five-year extension options, expected to generate over $1 billion in average annual revenue. Phase II, another 260MW, is already in greenfield development with data hall deliveries targeted for the first half of 2027. This business model is the part the market is yet to process. Galaxy builds the shell and delivers the power, then hands the building to the tenant, who installs their own chips. Galaxy never buys a single GPU, never takes hardware depreciation risk, and collects contracted rent for 15 years. (That's insane.) Novogratz says this business is probably worth more than half of Galaxy's value today, and it barely existed on the income statement until this quarter. The location is a moat of its own. Helios sits in the middle of nowhere in West Texas, with spare electricity, no community friction, and no noise complaints (all while data center politics turn hostile in nearly every other state). The runway behind it is enormous: over 2,200 acres, approved capacity expanded to 1.63 gigawatts, with the potential to scale to 3.6 gigawatts. So let's stack the catalysts... Half the campus is already leased, and Novogratz expects the full 1.6 gigawatts leased out by the end of summer. The next tenant announcement comes from a position of proven execution, because CoreWeave signed when Galaxy still had to prove it could build, and the on-time delivery changes that negotiating leverage entirely. Galaxy is now a contracted power landlord for AI compute with a crypto business attached, and the stock moved just 3.3% on the news, on a day the Nasdaq was already up 1.4%. Long story longer: the market has not done the work yet. Our PRO team called $HYPE (+55.8%), $HOOD (+63.7%), and $MU (+217%), all before they ran. They've been doing the same with $GLXY (and are continuing to buy). Don't miss their next entry. Milk Road PRO is 33% off for the next 7 days. (That’s 33% off monthly and annual plans for the next year.) Join Milk Road PRO - link in bio: Milk Road
1:42

Galaxy plays landlord to the largest single data center in America and the rent just started flowing (save this). "It's the largest single campus data center in America, 1.6 gigawatts. We've already leased out half of that." - CEO, Mike Novogratz. The opportunity = the vast majority of the investing world still sees Galaxy as a crypto trading firm (and that misunderstanding makes the trade). Phase I of the Helios campus in West Texas is complete: 200MW of gross power delivered, 133MW of critical IT load handed to CoreWeave, on budget and on schedule. Rent commenced in Q2 2026, which means Helios revenue hits the P&L as early as next earnings report. That will be the first time Wall Street sees this cash flow in actual reported numbers instead of projections. And the full CoreWeave commitment runs well beyond Phase I. CoreWeave has committed to 526MW of critical IT load across Phases I through III, on 15-year leases with two five-year extension options, expected to generate over $1 billion in average annual revenue. Phase II, another 260MW, is already in greenfield development with data hall deliveries targeted for the first half of 2027. This business model is the part the market is yet to process. Galaxy builds the shell and delivers the power, then hands the building to the tenant, who installs their own chips. Galaxy never buys a single GPU, never takes hardware depreciation risk, and collects contracted rent for 15 years. (That's insane.) Novogratz says this business is probably worth more than half of Galaxy's value today, and it barely existed on the income statement until this quarter. The location is a moat of its own. Helios sits in the middle of nowhere in West Texas, with spare electricity, no community friction, and no noise complaints (all while data center politics turn hostile in nearly every other state). The runway behind it is enormous: over 2,200 acres, approved capacity expanded to 1.63 gigawatts, with the potential to scale to 3.6 gigawatts. So let's stack the catalysts... Half the campus is already leased, and Novogratz expects the full 1.6 gigawatts leased out by the end of summer. The next tenant announcement comes from a position of proven execution, because CoreWeave signed when Galaxy still had to prove it could build, and the on-time delivery changes that negotiating leverage entirely. Galaxy is now a contracted power landlord for AI compute with a crypto business attached, and the stock moved just 3.3% on the news, on a day the Nasdaq was already up 1.4%. Long story longer: the market has not done the work yet. Our PRO team called $HYPE (+55.8%), $HOOD (+63.7%), and $MU (+217%), all before they ran. They've been doing the same with $GLXY (and are continuing to buy). Don't miss their next entry. Milk Road PRO is 33% off for the next 7 days. (That’s 33% off monthly and annual plans for the next year.) Join Milk Road PRO - link in bio: Milk Road

Milk Road

39,268 просмотров • 21 дней назад

Why Opus 4.6 Is The Final Boss Of Algorithmic Trading (Full Bot Build) the day of the human trader is officially over and most people are still staring at charts like it is 1995. wall street is terrified because the barrier to entry just got deleted by a piece of software that can outthink a stanford graduate in seconds. they want you to believe that you need a multi million dollar education to compete with the big banks. they want you to stay stuck in the cycle of emotional trading and leverage because that is how they pay for their hamptons houses. but there is a specific reason why every retail trader is about to become obsolete unless they pivot right now. i am going to show you exactly why your current strategy is a mathematical death trap and how a single jump in technology just changed the game forever every time you sit down at your computer to draw lines on a chart you are entering a gunfight with a toothpick. the institutions have been using high frequency algorithms for decades while you are trying to guess which way the candle is going to move based on a feeling in your gut. it is not a fair fight and it was never intended to be. last year we were looking at models that could barely handle basic logic but now the intelligence has scaled to a point where the machines are finding edges we did not even know existed. there is a ghost in the machine that is pulling out strategies with sharp ratios so high they look like typos. if you do not understand how to harness this power you are essentially donating your capital to the people who already have too much of it i spent hundreds of thousands of dollars on developers because i was too scared to learn how to code myself. i thought that being the idea guy was enough and that i could just hire people from upwork to build my dreams. i got rinsed for years paying for apps and bots that did not work because i did not have my hands on the wheel. it took losing a massive amount of money through liquidations and over trading to realize that nobody was coming to save me. i had to become the person who could build the systems or i was going to be another statistic in the graveyard of traders who thought they were smarter than the math. once i finally sat down and forced myself to understand the syntax everything shifted and the world became a giant playground of data the truth is that code is the great equalizer because it does not care where you came from or what school you went to. i got held back in seventh grade and my teacher told me i would not make it around here. that kind of talk is meant to keep you in your place but the computer does not have a bias. if you can write the logic the system will execute it exactly as told regardless of your background. we are living in a time where a kid in a basement can build a system that rivals a hedge fund because the big tech companies are subsidizing our intelligence. they are spending hundreds of billions of dollars on infrastructure and we are the ones who get to reap the rewards of their competition most people fail in this game because they fall in love with a single idea and refuse to let it go even when it is burning their account to the ground. they spend months or years trying to make one indicator work when the data clearly shows it is trash. you have to drop the ego and realize that your intuition is probably your biggest liability. the secret to winning is iterating to success by testing a hundred ideas until you find the one that actually sticks. i call it the rbi system which stands for research backtest and implement. if you skip any of these steps you are just gambling with extra steps and the house always wins in the end research is where most traders get lazy because they just want a magic bot that prints money while they sleep. they go to youtube and find some guy promising a ninety percent win rate with a rsi crossover. that is not research that is falling for marketing fluff designed to sell you a dream. real research happens when you dive into white papers and study what the quants are actually doing on wall street. you look for market inefficiencies like liquidation clusters and cross exchange discrepancies that are hidden in plain sight. by the time you finish this process you should have a list of ideas that are grounded in reality instead of wishful thinking backtesting is the filter that saves you from losing your life savings on a bad hunch. most people use tools that repaint or give them false confidence because the data is not being handled correctly. if you are using a basic charting platform to see if your strategy works you are likely seeing a version of history that does not exist. you need to use raw python libraries like backtesting py to see the cold hard truth of how your logic would have performed. when you see a drawdown of thirty percent on paper you realize that using ten times leverage would have deleted your account five times over. the math does not lie and it is the only thing that can protect you from your own greed the most dangerous drug in the world is leverage because it makes you feel like a genius right before it makes you a pauper. i have watched two billion dollars get liquidated in a single day because people thought they could predict the bottom with fifty times leverage. the exchanges can see exactly where your liquidation price is and they have every incentive to push the price there to hunt your liquidity. you are playing in a casino where the house can see your cards and they are actively trying to take them from you. the only way to win is to stop playing their game and start using limit orders to save on the fees that are slowly bleeding you dry it is funny how much money people will spend on food and entertainment but they will hesitate to invest in their own education. they will spend a thousand dollars on a weekend out but will not put that same money into learning a skill that could provide for them for the rest of their lives. money is just a tool of exchange and it always replenishes if you are providing value to the world. if you spend your capital on knowledge you are buying back your time and your freedom. i decided to live my life on youtube and build in public because i wanted to show people that a regular guy could do this. now i have fully automated systems trading for me while i sleep and i never have to worry about getting licked by a sudden market move again chasing the greats like jim simons is not about the money it is about the mastery of the system. he ran up a net worth of over thirty billion dollars by doing exactly what we are talking about here. he did not stare at charts all day and hope for the best he built models that exploited the mathematical laws of the market. he was a scientist first and a trader second and that is the mindset you need to adopt. if you are not approaching this quantitatively you are just a gambler who happens to be sitting at a computer. the goal is to become a quant researcher who happens to have robots executing their findings the transition from hand trader to automated builder is the most liberating thing you can do for your mental health. you go from waking up in a cold sweat checking your phone to waking up and checking your logs to see how the system performed. even if the day was red you have data that tells you why and you can use that to make the system better tomorrow. it is a process of constant improvement and refinement that never really ends. you are building a legacy of code that will continue to work for you as long as the electricity is running. i am not afraid to die on a treadmill because i know that i will outwork anyone who is just looking for a shortcut if you are still on the fence about whether or not you can do this just remember that i was exactly where you are. i was losing money and feeling like the market was rigged against me because it actually was. i had to decide that i was going to change my environment and take control of my own destiny. you have the same opportunity right now to pivot and start building your own automated future. the models are getting better every single day and the barrier to entry is lower than it has ever been in human history. you just have to decide to lock in and do the work for a thousand days until you become undeniable there is no better feeling than finding a strategy that has a sharp ratio over ten and knowing that you built it with your own two hands. it is a moment of pure clarity where you realize that you are no longer a victim of the market. you are the architect of your own financial reality and the possibilities are literally endless. i am going to keep sharing everything i find because i believe that we can take on wall street together. as long as i am breathing i will be stepping on the gas and pushing the boundaries of what is possible with code. welcome to the family and let's get after it because the machines are already running and they are not waiting for anyone
2:49:30

Why Opus 4.6 Is The Final Boss Of Algorithmic Trading (Full Bot Build) the day of the human trader is officially over and most people are still staring at charts like it is 1995. wall street is terrified because the barrier to entry just got deleted by a piece of software that can outthink a stanford graduate in seconds. they want you to believe that you need a multi million dollar education to compete with the big banks. they want you to stay stuck in the cycle of emotional trading and leverage because that is how they pay for their hamptons houses. but there is a specific reason why every retail trader is about to become obsolete unless they pivot right now. i am going to show you exactly why your current strategy is a mathematical death trap and how a single jump in technology just changed the game forever every time you sit down at your computer to draw lines on a chart you are entering a gunfight with a toothpick. the institutions have been using high frequency algorithms for decades while you are trying to guess which way the candle is going to move based on a feeling in your gut. it is not a fair fight and it was never intended to be. last year we were looking at models that could barely handle basic logic but now the intelligence has scaled to a point where the machines are finding edges we did not even know existed. there is a ghost in the machine that is pulling out strategies with sharp ratios so high they look like typos. if you do not understand how to harness this power you are essentially donating your capital to the people who already have too much of it i spent hundreds of thousands of dollars on developers because i was too scared to learn how to code myself. i thought that being the idea guy was enough and that i could just hire people from upwork to build my dreams. i got rinsed for years paying for apps and bots that did not work because i did not have my hands on the wheel. it took losing a massive amount of money through liquidations and over trading to realize that nobody was coming to save me. i had to become the person who could build the systems or i was going to be another statistic in the graveyard of traders who thought they were smarter than the math. once i finally sat down and forced myself to understand the syntax everything shifted and the world became a giant playground of data the truth is that code is the great equalizer because it does not care where you came from or what school you went to. i got held back in seventh grade and my teacher told me i would not make it around here. that kind of talk is meant to keep you in your place but the computer does not have a bias. if you can write the logic the system will execute it exactly as told regardless of your background. we are living in a time where a kid in a basement can build a system that rivals a hedge fund because the big tech companies are subsidizing our intelligence. they are spending hundreds of billions of dollars on infrastructure and we are the ones who get to reap the rewards of their competition most people fail in this game because they fall in love with a single idea and refuse to let it go even when it is burning their account to the ground. they spend months or years trying to make one indicator work when the data clearly shows it is trash. you have to drop the ego and realize that your intuition is probably your biggest liability. the secret to winning is iterating to success by testing a hundred ideas until you find the one that actually sticks. i call it the rbi system which stands for research backtest and implement. if you skip any of these steps you are just gambling with extra steps and the house always wins in the end research is where most traders get lazy because they just want a magic bot that prints money while they sleep. they go to youtube and find some guy promising a ninety percent win rate with a rsi crossover. that is not research that is falling for marketing fluff designed to sell you a dream. real research happens when you dive into white papers and study what the quants are actually doing on wall street. you look for market inefficiencies like liquidation clusters and cross exchange discrepancies that are hidden in plain sight. by the time you finish this process you should have a list of ideas that are grounded in reality instead of wishful thinking backtesting is the filter that saves you from losing your life savings on a bad hunch. most people use tools that repaint or give them false confidence because the data is not being handled correctly. if you are using a basic charting platform to see if your strategy works you are likely seeing a version of history that does not exist. you need to use raw python libraries like backtesting py to see the cold hard truth of how your logic would have performed. when you see a drawdown of thirty percent on paper you realize that using ten times leverage would have deleted your account five times over. the math does not lie and it is the only thing that can protect you from your own greed the most dangerous drug in the world is leverage because it makes you feel like a genius right before it makes you a pauper. i have watched two billion dollars get liquidated in a single day because people thought they could predict the bottom with fifty times leverage. the exchanges can see exactly where your liquidation price is and they have every incentive to push the price there to hunt your liquidity. you are playing in a casino where the house can see your cards and they are actively trying to take them from you. the only way to win is to stop playing their game and start using limit orders to save on the fees that are slowly bleeding you dry it is funny how much money people will spend on food and entertainment but they will hesitate to invest in their own education. they will spend a thousand dollars on a weekend out but will not put that same money into learning a skill that could provide for them for the rest of their lives. money is just a tool of exchange and it always replenishes if you are providing value to the world. if you spend your capital on knowledge you are buying back your time and your freedom. i decided to live my life on youtube and build in public because i wanted to show people that a regular guy could do this. now i have fully automated systems trading for me while i sleep and i never have to worry about getting licked by a sudden market move again chasing the greats like jim simons is not about the money it is about the mastery of the system. he ran up a net worth of over thirty billion dollars by doing exactly what we are talking about here. he did not stare at charts all day and hope for the best he built models that exploited the mathematical laws of the market. he was a scientist first and a trader second and that is the mindset you need to adopt. if you are not approaching this quantitatively you are just a gambler who happens to be sitting at a computer. the goal is to become a quant researcher who happens to have robots executing their findings the transition from hand trader to automated builder is the most liberating thing you can do for your mental health. you go from waking up in a cold sweat checking your phone to waking up and checking your logs to see how the system performed. even if the day was red you have data that tells you why and you can use that to make the system better tomorrow. it is a process of constant improvement and refinement that never really ends. you are building a legacy of code that will continue to work for you as long as the electricity is running. i am not afraid to die on a treadmill because i know that i will outwork anyone who is just looking for a shortcut if you are still on the fence about whether or not you can do this just remember that i was exactly where you are. i was losing money and feeling like the market was rigged against me because it actually was. i had to decide that i was going to change my environment and take control of my own destiny. you have the same opportunity right now to pivot and start building your own automated future. the models are getting better every single day and the barrier to entry is lower than it has ever been in human history. you just have to decide to lock in and do the work for a thousand days until you become undeniable there is no better feeling than finding a strategy that has a sharp ratio over ten and knowing that you built it with your own two hands. it is a moment of pure clarity where you realize that you are no longer a victim of the market. you are the architect of your own financial reality and the possibilities are literally endless. i am going to keep sharing everything i find because i believe that we can take on wall street together. as long as i am breathing i will be stepping on the gas and pushing the boundaries of what is possible with code. welcome to the family and let's get after it because the machines are already running and they are not waiting for anyone

Moon Dev

46,677 просмотров • 5 месяцев назад

I Spent $100k On Developers Before Learning This: Build Your AI Bot Today the blueprint to building your first ai trading bot without a degree or a single clue where to start is hidden in plain sight. most people think you need a stanford degree or some crazy math background to build these systems but i spent ten years in tech scared to code for that exact reason. i thought it was only for the geniuses and the nerds while i was just a guy who played video games and wanted his time back the reality is that code is the great equalizer because it doesn't care who you are or where you came from. i lost hundreds of thousands of dollars hiring developers who did shoddy work and i lost even more through liquidations and over trading because i was too emotional to follow my own rules. i knew i had to automate everything if i wanted to survive this game so i decided to learn live on youtube and iterate my way to success everyone is looking for the holy grail indicator that prints money while they sleep but they are looking in the wrong place. the real secret isn't a magical line on a chart but a process i call the rbi system which stands for research backtest and implement. most traders fail because they try to build a bot before they even know if their strategy worked in the past which is basically just gambling with extra steps you have to start with deep research into a strategy like supply and demand zones where you buy where the banks buy and sell where they sell. once you have a solid idea you must backtest it against years of data to see if it actually has an edge. if it doesn't work in the past it definitely won't work in the future but if it shows promise then you move to the implementation phase with small size there is a hidden cost to automation that can wipe out your profits before you even place a trade if you aren't careful. i found myself overusing api credits and running up a massive bill just to fetch wallet balances and token lists. if your bot is calling the exchange every five seconds just to see how much money you have you are essentially burning cash for no reason you can use ai tools like cursor to help you write the python code even if you are a total beginner. i still use ai to explain complex functions and identify where my code is being inefficient or chewing through credits. i had to refactor my entire dashboard and timer logic to only check balances every thirty minutes instead of every few seconds to save those precious credits the man who made thirty one billion dollars in the markets had one rule he never broke throughout his entire career. jim simons was the greatest algorithmic trader to ever live and he proved that systems will always beat human intuition over a long enough timeline. his secret wasn't some complex formula that no one else could understand but a commitment to a specific way of thinking simons always said you just have to make your systems better and better because that is what everyone else is trying to do. the game never really ends because the markets are always evolving and your edge will eventually decay if you don't iterate. this is why i build in public and show every step of the process because the iteration is where the actual money is made the reason you get liquidated isn't the market or the whales or some conspiracy against your small account. the real reason is the conversation you have with yourself at two in the morning when you are down on a trade and decide to move your stop loss. humans are built for survival not for trading and our emotions like fomo and fear will always sabotage our results when you automate your trading you are essentially signing a non negotiable contract with yourself that the bot will execute without question. if the plan says to sell fifty percent in an uptrend and ninety five percent in a downtrend the bot does it every single time. it doesn't feel the panic when a red candle drops or the greed when a green one spikes it just follows the code i used to spend all day staring at screens chasing bars up and down thinking that more screen time equaled more profit. i got into trading to get my time back but i ended up becoming a slave to the charts until i finally learned to code. now i have fully automated systems trading for me instead of getting liquidated because i removed the weakest link in the system which was me you don't need to spend ten years learning how to code before you can start building your own trading bots. if you spend three to six months getting the gist of python and using ai to bridge the gap you can start building immediately. start with a simple supply and demand bot that looks for major coin trends and only enters when the odds are heavily in your favor by checking the trend of bitcoin ethereum and solana simultaneously you can ensure you aren't fighting the overall market direction. i look for at least two out of those three to be trending before my bot is even allowed to look for an entry. this simple filter alone can save you from thousands of dollars in paper cuts during choppy sideways markets if you can't fly then run and if you can't run then walk but by all means you must keep moving toward automation. the process of taking an idea out of your brain and putting it into a system is the most secretive and valuable skill in the world. don't follow the pack and try to solve the same problems as everyone else but find your own edge and code it into existence the deal you make with yourself at the start of your journey is what determines if you will actually make it or not. i made a contract with myself to learn live and show everything because i believe that transparency is the only way to truly learn this craft. stick to your plan and iterate every single day because the systems you build today are the equalizers that will change your life tomorrow
50:50

I Spent $100k On Developers Before Learning This: Build Your AI Bot Today the blueprint to building your first ai trading bot without a degree or a single clue where to start is hidden in plain sight. most people think you need a stanford degree or some crazy math background to build these systems but i spent ten years in tech scared to code for that exact reason. i thought it was only for the geniuses and the nerds while i was just a guy who played video games and wanted his time back the reality is that code is the great equalizer because it doesn't care who you are or where you came from. i lost hundreds of thousands of dollars hiring developers who did shoddy work and i lost even more through liquidations and over trading because i was too emotional to follow my own rules. i knew i had to automate everything if i wanted to survive this game so i decided to learn live on youtube and iterate my way to success everyone is looking for the holy grail indicator that prints money while they sleep but they are looking in the wrong place. the real secret isn't a magical line on a chart but a process i call the rbi system which stands for research backtest and implement. most traders fail because they try to build a bot before they even know if their strategy worked in the past which is basically just gambling with extra steps you have to start with deep research into a strategy like supply and demand zones where you buy where the banks buy and sell where they sell. once you have a solid idea you must backtest it against years of data to see if it actually has an edge. if it doesn't work in the past it definitely won't work in the future but if it shows promise then you move to the implementation phase with small size there is a hidden cost to automation that can wipe out your profits before you even place a trade if you aren't careful. i found myself overusing api credits and running up a massive bill just to fetch wallet balances and token lists. if your bot is calling the exchange every five seconds just to see how much money you have you are essentially burning cash for no reason you can use ai tools like cursor to help you write the python code even if you are a total beginner. i still use ai to explain complex functions and identify where my code is being inefficient or chewing through credits. i had to refactor my entire dashboard and timer logic to only check balances every thirty minutes instead of every few seconds to save those precious credits the man who made thirty one billion dollars in the markets had one rule he never broke throughout his entire career. jim simons was the greatest algorithmic trader to ever live and he proved that systems will always beat human intuition over a long enough timeline. his secret wasn't some complex formula that no one else could understand but a commitment to a specific way of thinking simons always said you just have to make your systems better and better because that is what everyone else is trying to do. the game never really ends because the markets are always evolving and your edge will eventually decay if you don't iterate. this is why i build in public and show every step of the process because the iteration is where the actual money is made the reason you get liquidated isn't the market or the whales or some conspiracy against your small account. the real reason is the conversation you have with yourself at two in the morning when you are down on a trade and decide to move your stop loss. humans are built for survival not for trading and our emotions like fomo and fear will always sabotage our results when you automate your trading you are essentially signing a non negotiable contract with yourself that the bot will execute without question. if the plan says to sell fifty percent in an uptrend and ninety five percent in a downtrend the bot does it every single time. it doesn't feel the panic when a red candle drops or the greed when a green one spikes it just follows the code i used to spend all day staring at screens chasing bars up and down thinking that more screen time equaled more profit. i got into trading to get my time back but i ended up becoming a slave to the charts until i finally learned to code. now i have fully automated systems trading for me instead of getting liquidated because i removed the weakest link in the system which was me you don't need to spend ten years learning how to code before you can start building your own trading bots. if you spend three to six months getting the gist of python and using ai to bridge the gap you can start building immediately. start with a simple supply and demand bot that looks for major coin trends and only enters when the odds are heavily in your favor by checking the trend of bitcoin ethereum and solana simultaneously you can ensure you aren't fighting the overall market direction. i look for at least two out of those three to be trending before my bot is even allowed to look for an entry. this simple filter alone can save you from thousands of dollars in paper cuts during choppy sideways markets if you can't fly then run and if you can't run then walk but by all means you must keep moving toward automation. the process of taking an idea out of your brain and putting it into a system is the most secretive and valuable skill in the world. don't follow the pack and try to solve the same problems as everyone else but find your own edge and code it into existence the deal you make with yourself at the start of your journey is what determines if you will actually make it or not. i made a contract with myself to learn live and show everything because i believe that transparency is the only way to truly learn this craft. stick to your plan and iterate every single day because the systems you build today are the equalizers that will change your life tomorrow

Moon Dev

11,726 просмотров • 5 месяцев назад

2025 reflected a year of coordinated execution. As products expanded and new markets came online, the underlying platform continued to strengthen in step. Here’s what we built in the past 365 days 👇 Launching New Products The Gemini Credit Card evolved with the release of the Bitcoin, Solana, XRP, and American Business versions of the card, allowing our US customers to earn rewards in crypto, and additional benefits for businesses.* We launched the Gemini Wallet, giving users a powerful self-custody wallet to have more control over their digital assets and manage their finances onchain. In the European Union (EU), Gemini launched Tokenized Stocks**, bringing the world’s leading equities onto the blockchain with zero trading fees. We added Gemini Perpetuals** in the EU, putting the power of crypto derivatives with up to 100x leverage in the hands of advanced traders, and have continued to expand the number of perpetual contracts available – opening up new trading opportunities in memecoins, DeFi, and beyond. In Europe, users gained the ability to stake*** their ETH and SOL, unlocking the potential to earn rewards of up to 6% APR**** on their holdings. In Singapore, we launched Index Perpetual Contracts and expanded the available cross collateral funding options. We also made funding faster for Singapore users by adding PayNow and FAST. We introduced USD rails to our UK institutional customers, giving them more flexibility in the ways they can trade. Institutional Leadership We strengthened our leadership in institutional custody, including custodying Empery Digital’s $500 million BTC placement and facilitated their bitcoin purchases and derivatives trades. We also introduced the ability to stake SOL from custody for our institutional partners. We worked with Glassnode to produce the Bitcoin Adoption, Volatility, and Market Cap report, showing that bitcoin treasuries now control nearly a third of Bitcoin’s total supply. Company Milestones & Regulation After an IPO on the Nasdaq stock exchange in September, Gemini became a publicly traded company. This year also marked a turning point for Gemini’s global ambitions. In October, Gemini launched in Australia and became AUSTRAC registered to bring industry-leading crypto tools to users down under. We also expanded further into the country by adding AUD banking rails for faster payments and deposits. We opened new offices around the world, including London, hosting an opening party with people from across the industry to celebrate. We also grew our customer service operations with a new office in Scottsdale, Arizona. In the EU, we obtained our Markets in Crypto Assets (MiCA) and Markets in Financial Instruments Directive II (MiFID II) licences, allowing us to bring our services to millions more across the region. Fostering a Global Community From DAS New York and Paris Blockchain Week, to TOKEN2049 in Singapore and the Australian Crypto Convention in Sydney, the Gemini team met local communities around the world. In March, we set a Guinness World Record for the largest aerial display of a currency symbol with a drone show at South by Southwest in Texas. In May, we teamed up with MARA Holdings to mine the Bitcoin “pizza block”, a tribute to the first real-world purchase using bitcoin. At BTC Vegas, we gave orange Tesla Cybertrucks to two lucky winners, while at BTC Amsterdam, we awarded a custom Bitcoin Apex Flare 4 Bike to a new customer. We left our mark on Amsterdam too, by biking around the city in the shape of a Bitcoin “₿” and decking out the city’s trams with our signature colors. The Gemini team also headed to Real Bedford football club to give out free pizza and merch to fans at the final match of the season, and celebrated the team’s promotion to Premier Division Central. Looking to the Future As we look to 2026, our focus has never been clearer. We plan to build on the successes of this year and continue offering secure and reliable access to digital assets, by pushing further with new product launches, deepened institutional ties, and an expanded presence in the EU and APAC. We’re proud of what we built and scaled in 2025 – and this was just the beginning. Onward and upward, Team Gemini Full recap here: * Gemini-branded credit products are issued by WebBank. ** Perpetuals and Tokenized Stocks are offered by Gemini Intergalactic EU Artemis, Ltd, which is authorised and regulated by the MFSA under the Investment Services Act to offer certain services under the Markets in Financial Instruments Directive (MiFID II) to institutions and traders. Perpetuals and tokenized stocks are complex instruments that carry a high risk of loss and are not appropriate for all investors. You should consult a licensed advisor before engaging in any transaction. Tokenized stocks are manufactured by Dinari, Inc. *** Staking services are offered by Gemini Intergalactic EU, Ltd., but are not regulated activities and are not subject to regulatory oversight, conduct of business rules, or investor protection requirements established under Markets in Crypto Assets Act. **** APRs are indicative only and may change at any time. All investments involve risk, including possible loss of capital. For more information, please refer to your User Agreement with the relevant Gemini entity.
0:50

2025 reflected a year of coordinated execution. As products expanded and new markets came online, the underlying platform continued to strengthen in step. Here’s what we built in the past 365 days 👇 Launching New Products The Gemini Credit Card evolved with the release of the Bitcoin, Solana, XRP, and American Business versions of the card, allowing our US customers to earn rewards in crypto, and additional benefits for businesses.* We launched the Gemini Wallet, giving users a powerful self-custody wallet to have more control over their digital assets and manage their finances onchain. In the European Union (EU), Gemini launched Tokenized Stocks**, bringing the world’s leading equities onto the blockchain with zero trading fees. We added Gemini Perpetuals** in the EU, putting the power of crypto derivatives with up to 100x leverage in the hands of advanced traders, and have continued to expand the number of perpetual contracts available – opening up new trading opportunities in memecoins, DeFi, and beyond. In Europe, users gained the ability to stake*** their ETH and SOL, unlocking the potential to earn rewards of up to 6% APR**** on their holdings. In Singapore, we launched Index Perpetual Contracts and expanded the available cross collateral funding options. We also made funding faster for Singapore users by adding PayNow and FAST. We introduced USD rails to our UK institutional customers, giving them more flexibility in the ways they can trade. Institutional Leadership We strengthened our leadership in institutional custody, including custodying Empery Digital’s $500 million BTC placement and facilitated their bitcoin purchases and derivatives trades. We also introduced the ability to stake SOL from custody for our institutional partners. We worked with Glassnode to produce the Bitcoin Adoption, Volatility, and Market Cap report, showing that bitcoin treasuries now control nearly a third of Bitcoin’s total supply. Company Milestones & Regulation After an IPO on the Nasdaq stock exchange in September, Gemini became a publicly traded company. This year also marked a turning point for Gemini’s global ambitions. In October, Gemini launched in Australia and became AUSTRAC registered to bring industry-leading crypto tools to users down under. We also expanded further into the country by adding AUD banking rails for faster payments and deposits. We opened new offices around the world, including London, hosting an opening party with people from across the industry to celebrate. We also grew our customer service operations with a new office in Scottsdale, Arizona. In the EU, we obtained our Markets in Crypto Assets (MiCA) and Markets in Financial Instruments Directive II (MiFID II) licences, allowing us to bring our services to millions more across the region. Fostering a Global Community From DAS New York and Paris Blockchain Week, to TOKEN2049 in Singapore and the Australian Crypto Convention in Sydney, the Gemini team met local communities around the world. In March, we set a Guinness World Record for the largest aerial display of a currency symbol with a drone show at South by Southwest in Texas. In May, we teamed up with MARA Holdings to mine the Bitcoin “pizza block”, a tribute to the first real-world purchase using bitcoin. At BTC Vegas, we gave orange Tesla Cybertrucks to two lucky winners, while at BTC Amsterdam, we awarded a custom Bitcoin Apex Flare 4 Bike to a new customer. We left our mark on Amsterdam too, by biking around the city in the shape of a Bitcoin “₿” and decking out the city’s trams with our signature colors. The Gemini team also headed to Real Bedford football club to give out free pizza and merch to fans at the final match of the season, and celebrated the team’s promotion to Premier Division Central. Looking to the Future As we look to 2026, our focus has never been clearer. We plan to build on the successes of this year and continue offering secure and reliable access to digital assets, by pushing further with new product launches, deepened institutional ties, and an expanded presence in the EU and APAC. We’re proud of what we built and scaled in 2025 – and this was just the beginning. Onward and upward, Team Gemini Full recap here: * Gemini-branded credit products are issued by WebBank. ** Perpetuals and Tokenized Stocks are offered by Gemini Intergalactic EU Artemis, Ltd, which is authorised and regulated by the MFSA under the Investment Services Act to offer certain services under the Markets in Financial Instruments Directive (MiFID II) to institutions and traders. Perpetuals and tokenized stocks are complex instruments that carry a high risk of loss and are not appropriate for all investors. You should consult a licensed advisor before engaging in any transaction. Tokenized stocks are manufactured by Dinari, Inc. *** Staking services are offered by Gemini Intergalactic EU, Ltd., but are not regulated activities and are not subject to regulatory oversight, conduct of business rules, or investor protection requirements established under Markets in Crypto Assets Act. **** APRs are indicative only and may change at any time. All investments involve risk, including possible loss of capital. For more information, please refer to your User Agreement with the relevant Gemini entity.

Gemini

45,086 просмотров • 7 месяцев назад

The thing about war is, it’s not a one way street as Pete Hegseth would have you believe. Take a look at this report from the New York Times. As you can see, a series of satellite images were released showing damage at U.S. bases across the region, some of which killed American military personnel. The question is, do you believe the account of the Iranians or the ‘nothing to see here’ US account? It turns out the Iranian account is correct and the American response was to instruct satellite companies to remove the incriminating images. Just as Hegseth can’t bring himself to admit that they killed over a hundred elementary school girls on day one in an erroneous triple tap, he wants to hide the extensive damage caused by precision attacks by Iran on U.S. assets. We know time and again Trump has lied about Iran begging him to do a deal, and that as a result, billions have been made from market manipulation. Even now, he’s is claiming Iran wants a deal as fire is being exchanged in the Strait of Hormuz, exchanges that he yesterday described as ‘love taps’. In critical times of war it’s not a good look when enemy accounts of events are proved to be accurate while your own president and Secretary of Defense is found to be repeatedly lying. The cost of this conflict has been laughably estimated to be $25 billion when credible inside U.S. sources claim that over 50% of critical missile stocks have been depleted. The obvious question being, imagine what damage Iran could have done given the extensive ACTUAL damage the U.S. have tried to hide? The narrative is that Iran are days away from economic catastrophe, yet the CIA have reported that Iran could survive the U.S. blockade for up to three months. The whole U.S. narrative, just like the administration’s economic and foreign policy agenda is built on a lie, in a fantasy world that Trump expects us to join him, while it falls apart at the seams. It has been said time and again by military and foreign policy experts that this war of choice was a mistake. There has been no regime change or popular uprising. If anything the new Iranian leadership is more hardline than it was before. There was no imminent nuclear threat, that was just another in a litany of lies to justify what was an attempt to extort Iran and seize their oil as had happened in Venezuela. In his blinkered quest for glory and self enrichment, Trump assumed Iran was just another ‘shit hole country’ incapable of resisting the might of the U.S. military. He understood nothing of the Iranian decentralized command and control ‘mosaic strategy’. In his own words he did not think they would close the Strait of Hormuz or attack Gulf states. He simply expected Iran to capitulate, so Kushner and Witkoff could hand them his Qatari bank details for them to send him his cut of their oil sales. As things stand, he is out of options, the global South is creaking as their economies experience unnecessary distress, gas prices are at $4.50 and if he told the truth as opposed to lying, oil prices would likely be at $200 a barrel. The Strait of Hormuz is closed, the enriched uranium has not been removed. Iranian drone and missile stocks remain at over 50% with some estimates putting them at 70% and Trump is claiming victory, suggesting Iran has no cards. He’s living in a fantasy world having wasted billions and sacrificed American lives having inflicted irreparable damage to Gulf state alliances. The UAE has now left OPEC while China now describes the US as ‘A superpower with a limp’ In one stupid act, Trump has raised questions about U.S. military power when faced with an asymmetric kinetic response. Questions have arisen about US readiness when it comes to minesweepers and logistics capabilities as US sailors were shown to be rationing food. Nobody is doubting the ability of the U.S. military who performed exactly as expected. The problem is, they’re lions being led by donkeys. 🎥 TikTok -
5:41

The thing about war is, it’s not a one way street as Pete Hegseth would have you believe. Take a look at this report from the New York Times. As you can see, a series of satellite images were released showing damage at U.S. bases across the region, some of which killed American military personnel. The question is, do you believe the account of the Iranians or the ‘nothing to see here’ US account? It turns out the Iranian account is correct and the American response was to instruct satellite companies to remove the incriminating images. Just as Hegseth can’t bring himself to admit that they killed over a hundred elementary school girls on day one in an erroneous triple tap, he wants to hide the extensive damage caused by precision attacks by Iran on U.S. assets. We know time and again Trump has lied about Iran begging him to do a deal, and that as a result, billions have been made from market manipulation. Even now, he’s is claiming Iran wants a deal as fire is being exchanged in the Strait of Hormuz, exchanges that he yesterday described as ‘love taps’. In critical times of war it’s not a good look when enemy accounts of events are proved to be accurate while your own president and Secretary of Defense is found to be repeatedly lying. The cost of this conflict has been laughably estimated to be $25 billion when credible inside U.S. sources claim that over 50% of critical missile stocks have been depleted. The obvious question being, imagine what damage Iran could have done given the extensive ACTUAL damage the U.S. have tried to hide? The narrative is that Iran are days away from economic catastrophe, yet the CIA have reported that Iran could survive the U.S. blockade for up to three months. The whole U.S. narrative, just like the administration’s economic and foreign policy agenda is built on a lie, in a fantasy world that Trump expects us to join him, while it falls apart at the seams. It has been said time and again by military and foreign policy experts that this war of choice was a mistake. There has been no regime change or popular uprising. If anything the new Iranian leadership is more hardline than it was before. There was no imminent nuclear threat, that was just another in a litany of lies to justify what was an attempt to extort Iran and seize their oil as had happened in Venezuela. In his blinkered quest for glory and self enrichment, Trump assumed Iran was just another ‘shit hole country’ incapable of resisting the might of the U.S. military. He understood nothing of the Iranian decentralized command and control ‘mosaic strategy’. In his own words he did not think they would close the Strait of Hormuz or attack Gulf states. He simply expected Iran to capitulate, so Kushner and Witkoff could hand them his Qatari bank details for them to send him his cut of their oil sales. As things stand, he is out of options, the global South is creaking as their economies experience unnecessary distress, gas prices are at $4.50 and if he told the truth as opposed to lying, oil prices would likely be at $200 a barrel. The Strait of Hormuz is closed, the enriched uranium has not been removed. Iranian drone and missile stocks remain at over 50% with some estimates putting them at 70% and Trump is claiming victory, suggesting Iran has no cards. He’s living in a fantasy world having wasted billions and sacrificed American lives having inflicted irreparable damage to Gulf state alliances. The UAE has now left OPEC while China now describes the US as ‘A superpower with a limp’ In one stupid act, Trump has raised questions about U.S. military power when faced with an asymmetric kinetic response. Questions have arisen about US readiness when it comes to minesweepers and logistics capabilities as US sailors were shown to be rationing food. Nobody is doubting the ability of the U.S. military who performed exactly as expected. The problem is, they’re lions being led by donkeys. 🎥 TikTok -

𝔗𝔯𝔲𝔱𝔥 𝔐𝔞𝔱𝔱𝔢𝔯𝔰

24,547 просмотров • 2 месяцев назад

Made $530,000 with Ai Bot that started with $313. Didn't know how to code. Now this bots run 24/7 printing money while sleeping. I've made the exact step-by-step guide to build this Claude Code Polymarket trading bot. Prompts. Code. Risk settings. Paper trading checklist. Everything from zero to running bot. It's free. For 24 hours. After that I'm charging $499 for it. To grab it right now: 1. Comment "Claude Bot" 2. Like and Retweet this post 3. Follow me Himanshu Kumar ( I can't send DMs to non-followers ) I'm DMing everyone who Complete the 3 steps. I spent hundreds of thousands hiring developers because he was too scared to learn. Then learned Claude Code. Built algorithmic trading systems. $313 → $530,000. You have the same tools available right now. And you're using them to ask ChatGPT for Instagram captions. This attached video is a goldmine. Full live walkthrough. Claude Code building actual Polymarket trading bots. From zero. Every line of code. Every decision explained. Now let me break down why everything you're doing in trading is wrong and exactly how to fix it. Save this post. You'll hate yourself if you lose it. ↓ Let's start with why you keep losing money. You already know the answer. You just won't admit it. You overtrade. Every. Single. Day. You see a candle move. You feel something. You enter. No plan. No edge. No reason. Just feelings. Then it goes against you. You feel something else. Panic. Anger. Denial. You move your stop loss. Or you didn't set one at all. "It'll come back." It doesn't come back. So you take another trade. A revenge trade. Bigger size this time. Because you need to "make it back." That one fails too. Now you're emotional. Now you're tilted. Now you're using leverage you have no business touching. 40x. 50x. 100x. On a trade you entered because a candle looked "bullish" and some guy on Twitter said "send it." You get liquidated. Close the laptop. Punch something. Tell yourself you'll be "more disciplined" tomorrow. Tomorrow comes. Same cycle. Same result. Same liquidation. You've been doing this for months. Maybe years. And you still think the problem is your strategy. The problem isn't your strategy. The problem is you. Save this post right now. What I'm about to show you is the only way to remove yourself from the equation. Follow Himanshu Kumar so you don't miss any of this. ↓ Here's what's actually killing your account. It's not the market. The market doesn't care about you. It's not your indicators. RSI works fine. MACD works fine. They all "work." It's not your timeframe. It's not your broker. It's not the "manipulation." It's four things: 1. Emotions. You hold losers because hope feels better than loss. You cut winners because fear feels stronger than greed. You size up when angry. You skip trades when scared. Your emotional state determines your position size. That's insane. And you know it's insane. But you keep doing it. 2. Overtrading. You take 15 trades a day. Maybe 5 of them had actual setups. The other 10 were boredom. Boredom trades are the most expensive hobby in human history. 3. Leverage. You use 20x-50x on trades where you're not even sure about the direction. That's not trading. That's a casino with a nicer interface. 4. Fees. You're smashing market orders. Paying spread. Paying commission. On 15 trades a day. Your broker makes more money from your account than you do. Think about that. Your broker is profitable on your account. You're not. You're the product. Not the trader. These four things are why 90% of traders lose. Not bad luck. Not the market. You. Save this post and follow Himanshu Kumar because the solution is coming next. ↓ The solution is painfully obvious. Remove yourself from the equation. Not partially. Not "I'll be more disciplined." Not "I'll journal my trades." Not "I'll meditate before trading." Completely remove yourself. Build a bot. Let the bot trade. You go live your life. The bot doesn't feel emotions. The bot doesn't overtrade. The bot doesn't use reckless leverage. The bot doesn't smash market orders and bleed fees. The bot follows the rules. Every single time. Without exception. Without "just this once." Without "I have a feeling about this one." Rules in. Execution out. No human in the middle to mess everything up. That's algorithmic trading. And before your ego jumps in with "but I'm different, I have discipline" — No you don't. Your account balance proves you don't. If you had discipline, your account would be green. It's not. So you don't. Accept it. Automate it. Move on. This is the hardest truth in trading. Your discipline will always fail. A bot's won't. Save this post. Follow Himanshu Kumar for the exact bot setup that removes your emotions permanently. ↓ "But I don't know how to code." Neither did he. The guy in this video didn't know how to code for most of his life. Got held back in 7th grade. People counted him out early. Spent years building apps and SaaS businesses without writing a single line of code. Hired developers on Upwork instead. Spent hundreds of thousands of dollars paying other people to build what he could have built himself. Because he was scared to learn. That fear cost him years. And hundreds of thousands of dollars. Sound familiar? You're doing the same thing right now. Not with developers. But with your time. You're spending thousands of hours trading manually because you're scared to learn the thing that would make trading automatic. The fear of learning to code is costing you more than any bad trade ever did. Because every month you trade manually is a month of emotional decisions, overleveraged entries, and unnecessary losses that a bot would never make. And here's the thing that should really frustrate you: AI does the hard parts now. You don't need a computer science degree. You don't need to work at a hedge fund. You don't need to be "good at math." Claude Code writes the code for you. You just need to think clearly about trading ideas. That's it. If you can describe a strategy in English, Claude can build it in Python. "I don't know how to code" stopped being a valid excuse in 2024. It's 2026. You're 2 years late on that excuse. Find a new one. Or stop making excuses entirely. Save this post. Follow Himanshu Kumar because I'm showing you how people with zero coding experience are building profitable bots. ↓ The process that actually makes money. Three letters. R. B. I. Research. Backtest. Implement. That's it. That's the entire process. Every single day. Research: Find an idea. A pattern. A market inefficiency. Don't trade it yet. Don't even think about trading it yet. Just research it. Backtest: Test the idea against historical data. Does it work? Not "does it look good on one chart." Does it work across thousands of trades? Across different market conditions? Across in-sample AND out-of-sample data? If no, kill it. Find another idea. If yes, move to step 3. Implement: Build the bot. Deploy it. Paper trade first. Then live with small size. Scale only on evidence. Research. Backtest. Implement. Every day. No exceptions. You know what your current process is? Feel. Enter. Pray. F. E. P. Feel bullish. Enter a trade. Pray it works. That's not a process. That's gambling with a TradingView subscription. RBI is the only process that works. Save this post. Tattoo it on your forearm. Follow Himanshu Kumar for daily RBI breakdowns. ↓ What Claude Code actually does that your manual process can't. You can maybe test 3-5 strategy ideas per week. Manually adjusting parameters. Manually checking results. Manually writing code (badly). Claude Code tests 50-100 ideas per week. With parallel agents running simultaneously. Multiple strategies being built, tested, and validated at the same time. While you sleep. The guy in this video spends 4-8 hours a day building systems with Claude Code. Not trading. Building. Research. Backtest. Implement. Then iterate. Improve. Optimize. Every day the systems get better. Every day the edge compounds. Every day the bots get smarter. While you? You spend 4-8 hours a day staring at charts making the same mistakes you made last month. Same indicators. Same patterns. Same entries. Same losses. He's iterating forward. You're running in circles. Same 8 hours per day. Completely different outcomes. Because he's building systems. And you're feeding a casino. Stop feeding the casino. Start building the machine. Save this post and follow Himanshu Kumar for the Claude Code workflow that iterates strategies while you sleep. ↓ Jim Simons. That's the benchmark. You probably don't know who Jim Simons is. And that tells me everything about how seriously you take trading. Jim Simons. Mathematician. Founded Renaissance Technologies. Built a net worth of $31 billion. 100% from algorithmic trading. Not one single manual trade. Not one "gut feeling" entry. Not one RSI divergence. Not one "smart money concept." Algorithms. Bots. Systems. Data. $31 billion. His fund averaged 66% annual returns for over 30 years. While you're excited about making $200 on a trade that you'll give back tomorrow. The best trader in human history never placed a manual trade in his life. And you think your edge is staring at a 5-minute chart with bloodshot eyes at 2 AM? Your edge is building the system. Not being inside it. Jim Simons is the benchmark. Everything else is noise. Save this post. Follow Himanshu Kumar because I'm building toward the same goal and showing every step publicly. ↓ What you need to understand about patience. This is not get-rich-overnight. The guy in this video says it directly: "This channel is not for people looking to get rich overnight. It's not plug and play. There are no shortcuts. If you're impatient, this probably isn't for you." And that's exactly why most people will fail at this. Because you want results now. Today. This trade. You don't want to spend a week building a bot. You don't want to paper trade for 2 weeks. You don't want to test 50 ideas to find 1 that works. You want to copy someone's bot, run it live with your rent money, and be rich by Friday. That's why you'll be broke by Friday. The guy making $2.3M spent months iterating. Testing. Failing. Rebuilding. Testing again. He was patient when you would have quit. He was calm when you would have panicked. He was consistent when you would have given up. Patience isn't just a virtue in trading. It's the only virtue. Without it, everything else fails. Impatience is the most expensive personality trait in trading. Save this post. Follow Himanshu Kumar and learn to build systems with the patience that actually pays. ↓ The live streams where the real learning happens. The YouTube video is the trailer. The live streams are the movie. Real-time bot building. Real-time questions answered. Real code shown. Real mistakes made and fixed. Not polished highlight reels where everything works perfectly. Actual development. Where things break. Where strategies fail. Where code doesn't compile. Where the fix takes 2 hours. Because that's what real development looks like. And seeing the messy parts is more valuable than any polished tutorial. Because when your bot breaks at 3 AM, you need to know how to fix it. Not just how to celebrate when it works. The streams mix beginner and advanced. Start with how to automate trading. How to use AI for code generation. Then dive into the daily work. Claude Code. Parallel agents. Constant iteration. Live debugging. 4-8 hours of real algorithmic trading development. Live. Uncut. No filter. Most "trading education" shows you the wins. This shows you the work. Save this post. Follow Himanshu Kumar for the stream schedules and breakdowns. ↓ The belief that changes everything. Code is the greatest equalizer. Not money. Not connections. Not a degree. Not where you grew up. Not what school you went to. Code. Once you can build systems, you can build anything. For the rest of your life. A trading bot today. A SaaS product tomorrow. An automation business next month. A completely different life next year. The skill isn't "algorithmic trading." The skill is building systems. And that skill transfers to everything. The guy who can build a trading bot can also build a lead gen tool. Can also build a content pipeline. Can also build a SaaS product. Can also build literally anything that runs on logic and code. One skill. Infinite applications. And AI makes learning it 100x easier than it was 5 years ago. You don't need to be smart. You don't need talent. You need Claude Code and the willingness to sit down and build something instead of consuming content about building something. Building is the skill. Everything else is entertainment disguised as education. Save this post. Follow Himanshu Kumar because I'm showing you how to build, not just how to watch. ↓ If any of this applies to you, pay attention. If you've lost money from overtrading. If you've been liquidated. If you know trading is the vehicle but manual execution keeps crashing you. If you've tried "being more disciplined" and it never lasted more than a week. If you keep saying "next month I'll start automating." If you've spent more money on courses than you've made from trading. There is a better way. It's not a magic indicator. It's not a signal group. It's not a $997 mentorship from a guy who makes money teaching, not trading. It's building your own system. A system that trades without emotion. A system that follows rules without exception. A system that runs while you sleep. A system that compounds while you live your life. That's the answer. It's always been the answer. You've just been too scared to accept that the solution requires building something instead of buying something. ↓ What the next 30 days look like if you actually commit. Week 1: Watch the video. Learn Claude Code basics. Build your first simple strategy. Run your first backtest. Week 2: Iterate. Let Claude improve the strategy. Run Monte Carlo validation. Paper trade. Week 3: Go live with $50-100. Tiny positions. Watch every trade. Compare to paper results. Week 4: Scale based on evidence. Not based on excitement. Not based on one good day. Based on data. 30 days from now you either have a running bot that trades without your emotions destroying every position. Or you're exactly where you are right now. Reading another post. Making another promise. Breaking it by Tuesday. Same 30 days either way. Different actions. Different results. Different life. ↓ Full video tutorial attached. Live bot building with Claude Code. From zero to running Polymarket trading bot. Every line of code. Every decision explained. The video is free. Claude Code is available now. The market is open 24/7. The only thing standing between you and a profitable trading bot is the same thing that's been standing there for months. You. Get out of your own way. Follow Himanshu Kumar for daily AI trading bot breakdowns, live build sessions, and the full RBI process. Save this post. Watch the video. Build the bot. Or keep trading manually and keep losing. The choice has never been easier. And you've never been more stubborn about making the wrong one.
18:53

Made $530,000 with Ai Bot that started with $313. Didn't know how to code. Now this bots run 24/7 printing money while sleeping. I've made the exact step-by-step guide to build this Claude Code Polymarket trading bot. Prompts. Code. Risk settings. Paper trading checklist. Everything from zero to running bot. It's free. For 24 hours. After that I'm charging $499 for it. To grab it right now: 1. Comment "Claude Bot" 2. Like and Retweet this post 3. Follow me Himanshu Kumar ( I can't send DMs to non-followers ) I'm DMing everyone who Complete the 3 steps. I spent hundreds of thousands hiring developers because he was too scared to learn. Then learned Claude Code. Built algorithmic trading systems. $313 → $530,000. You have the same tools available right now. And you're using them to ask ChatGPT for Instagram captions. This attached video is a goldmine. Full live walkthrough. Claude Code building actual Polymarket trading bots. From zero. Every line of code. Every decision explained. Now let me break down why everything you're doing in trading is wrong and exactly how to fix it. Save this post. You'll hate yourself if you lose it. ↓ Let's start with why you keep losing money. You already know the answer. You just won't admit it. You overtrade. Every. Single. Day. You see a candle move. You feel something. You enter. No plan. No edge. No reason. Just feelings. Then it goes against you. You feel something else. Panic. Anger. Denial. You move your stop loss. Or you didn't set one at all. "It'll come back." It doesn't come back. So you take another trade. A revenge trade. Bigger size this time. Because you need to "make it back." That one fails too. Now you're emotional. Now you're tilted. Now you're using leverage you have no business touching. 40x. 50x. 100x. On a trade you entered because a candle looked "bullish" and some guy on Twitter said "send it." You get liquidated. Close the laptop. Punch something. Tell yourself you'll be "more disciplined" tomorrow. Tomorrow comes. Same cycle. Same result. Same liquidation. You've been doing this for months. Maybe years. And you still think the problem is your strategy. The problem isn't your strategy. The problem is you. Save this post right now. What I'm about to show you is the only way to remove yourself from the equation. Follow Himanshu Kumar so you don't miss any of this. ↓ Here's what's actually killing your account. It's not the market. The market doesn't care about you. It's not your indicators. RSI works fine. MACD works fine. They all "work." It's not your timeframe. It's not your broker. It's not the "manipulation." It's four things: 1. Emotions. You hold losers because hope feels better than loss. You cut winners because fear feels stronger than greed. You size up when angry. You skip trades when scared. Your emotional state determines your position size. That's insane. And you know it's insane. But you keep doing it. 2. Overtrading. You take 15 trades a day. Maybe 5 of them had actual setups. The other 10 were boredom. Boredom trades are the most expensive hobby in human history. 3. Leverage. You use 20x-50x on trades where you're not even sure about the direction. That's not trading. That's a casino with a nicer interface. 4. Fees. You're smashing market orders. Paying spread. Paying commission. On 15 trades a day. Your broker makes more money from your account than you do. Think about that. Your broker is profitable on your account. You're not. You're the product. Not the trader. These four things are why 90% of traders lose. Not bad luck. Not the market. You. Save this post and follow Himanshu Kumar because the solution is coming next. ↓ The solution is painfully obvious. Remove yourself from the equation. Not partially. Not "I'll be more disciplined." Not "I'll journal my trades." Not "I'll meditate before trading." Completely remove yourself. Build a bot. Let the bot trade. You go live your life. The bot doesn't feel emotions. The bot doesn't overtrade. The bot doesn't use reckless leverage. The bot doesn't smash market orders and bleed fees. The bot follows the rules. Every single time. Without exception. Without "just this once." Without "I have a feeling about this one." Rules in. Execution out. No human in the middle to mess everything up. That's algorithmic trading. And before your ego jumps in with "but I'm different, I have discipline" — No you don't. Your account balance proves you don't. If you had discipline, your account would be green. It's not. So you don't. Accept it. Automate it. Move on. This is the hardest truth in trading. Your discipline will always fail. A bot's won't. Save this post. Follow Himanshu Kumar for the exact bot setup that removes your emotions permanently. ↓ "But I don't know how to code." Neither did he. The guy in this video didn't know how to code for most of his life. Got held back in 7th grade. People counted him out early. Spent years building apps and SaaS businesses without writing a single line of code. Hired developers on Upwork instead. Spent hundreds of thousands of dollars paying other people to build what he could have built himself. Because he was scared to learn. That fear cost him years. And hundreds of thousands of dollars. Sound familiar? You're doing the same thing right now. Not with developers. But with your time. You're spending thousands of hours trading manually because you're scared to learn the thing that would make trading automatic. The fear of learning to code is costing you more than any bad trade ever did. Because every month you trade manually is a month of emotional decisions, overleveraged entries, and unnecessary losses that a bot would never make. And here's the thing that should really frustrate you: AI does the hard parts now. You don't need a computer science degree. You don't need to work at a hedge fund. You don't need to be "good at math." Claude Code writes the code for you. You just need to think clearly about trading ideas. That's it. If you can describe a strategy in English, Claude can build it in Python. "I don't know how to code" stopped being a valid excuse in 2024. It's 2026. You're 2 years late on that excuse. Find a new one. Or stop making excuses entirely. Save this post. Follow Himanshu Kumar because I'm showing you how people with zero coding experience are building profitable bots. ↓ The process that actually makes money. Three letters. R. B. I. Research. Backtest. Implement. That's it. That's the entire process. Every single day. Research: Find an idea. A pattern. A market inefficiency. Don't trade it yet. Don't even think about trading it yet. Just research it. Backtest: Test the idea against historical data. Does it work? Not "does it look good on one chart." Does it work across thousands of trades? Across different market conditions? Across in-sample AND out-of-sample data? If no, kill it. Find another idea. If yes, move to step 3. Implement: Build the bot. Deploy it. Paper trade first. Then live with small size. Scale only on evidence. Research. Backtest. Implement. Every day. No exceptions. You know what your current process is? Feel. Enter. Pray. F. E. P. Feel bullish. Enter a trade. Pray it works. That's not a process. That's gambling with a TradingView subscription. RBI is the only process that works. Save this post. Tattoo it on your forearm. Follow Himanshu Kumar for daily RBI breakdowns. ↓ What Claude Code actually does that your manual process can't. You can maybe test 3-5 strategy ideas per week. Manually adjusting parameters. Manually checking results. Manually writing code (badly). Claude Code tests 50-100 ideas per week. With parallel agents running simultaneously. Multiple strategies being built, tested, and validated at the same time. While you sleep. The guy in this video spends 4-8 hours a day building systems with Claude Code. Not trading. Building. Research. Backtest. Implement. Then iterate. Improve. Optimize. Every day the systems get better. Every day the edge compounds. Every day the bots get smarter. While you? You spend 4-8 hours a day staring at charts making the same mistakes you made last month. Same indicators. Same patterns. Same entries. Same losses. He's iterating forward. You're running in circles. Same 8 hours per day. Completely different outcomes. Because he's building systems. And you're feeding a casino. Stop feeding the casino. Start building the machine. Save this post and follow Himanshu Kumar for the Claude Code workflow that iterates strategies while you sleep. ↓ Jim Simons. That's the benchmark. You probably don't know who Jim Simons is. And that tells me everything about how seriously you take trading. Jim Simons. Mathematician. Founded Renaissance Technologies. Built a net worth of $31 billion. 100% from algorithmic trading. Not one single manual trade. Not one "gut feeling" entry. Not one RSI divergence. Not one "smart money concept." Algorithms. Bots. Systems. Data. $31 billion. His fund averaged 66% annual returns for over 30 years. While you're excited about making $200 on a trade that you'll give back tomorrow. The best trader in human history never placed a manual trade in his life. And you think your edge is staring at a 5-minute chart with bloodshot eyes at 2 AM? Your edge is building the system. Not being inside it. Jim Simons is the benchmark. Everything else is noise. Save this post. Follow Himanshu Kumar because I'm building toward the same goal and showing every step publicly. ↓ What you need to understand about patience. This is not get-rich-overnight. The guy in this video says it directly: "This channel is not for people looking to get rich overnight. It's not plug and play. There are no shortcuts. If you're impatient, this probably isn't for you." And that's exactly why most people will fail at this. Because you want results now. Today. This trade. You don't want to spend a week building a bot. You don't want to paper trade for 2 weeks. You don't want to test 50 ideas to find 1 that works. You want to copy someone's bot, run it live with your rent money, and be rich by Friday. That's why you'll be broke by Friday. The guy making $2.3M spent months iterating. Testing. Failing. Rebuilding. Testing again. He was patient when you would have quit. He was calm when you would have panicked. He was consistent when you would have given up. Patience isn't just a virtue in trading. It's the only virtue. Without it, everything else fails. Impatience is the most expensive personality trait in trading. Save this post. Follow Himanshu Kumar and learn to build systems with the patience that actually pays. ↓ The live streams where the real learning happens. The YouTube video is the trailer. The live streams are the movie. Real-time bot building. Real-time questions answered. Real code shown. Real mistakes made and fixed. Not polished highlight reels where everything works perfectly. Actual development. Where things break. Where strategies fail. Where code doesn't compile. Where the fix takes 2 hours. Because that's what real development looks like. And seeing the messy parts is more valuable than any polished tutorial. Because when your bot breaks at 3 AM, you need to know how to fix it. Not just how to celebrate when it works. The streams mix beginner and advanced. Start with how to automate trading. How to use AI for code generation. Then dive into the daily work. Claude Code. Parallel agents. Constant iteration. Live debugging. 4-8 hours of real algorithmic trading development. Live. Uncut. No filter. Most "trading education" shows you the wins. This shows you the work. Save this post. Follow Himanshu Kumar for the stream schedules and breakdowns. ↓ The belief that changes everything. Code is the greatest equalizer. Not money. Not connections. Not a degree. Not where you grew up. Not what school you went to. Code. Once you can build systems, you can build anything. For the rest of your life. A trading bot today. A SaaS product tomorrow. An automation business next month. A completely different life next year. The skill isn't "algorithmic trading." The skill is building systems. And that skill transfers to everything. The guy who can build a trading bot can also build a lead gen tool. Can also build a content pipeline. Can also build a SaaS product. Can also build literally anything that runs on logic and code. One skill. Infinite applications. And AI makes learning it 100x easier than it was 5 years ago. You don't need to be smart. You don't need talent. You need Claude Code and the willingness to sit down and build something instead of consuming content about building something. Building is the skill. Everything else is entertainment disguised as education. Save this post. Follow Himanshu Kumar because I'm showing you how to build, not just how to watch. ↓ If any of this applies to you, pay attention. If you've lost money from overtrading. If you've been liquidated. If you know trading is the vehicle but manual execution keeps crashing you. If you've tried "being more disciplined" and it never lasted more than a week. If you keep saying "next month I'll start automating." If you've spent more money on courses than you've made from trading. There is a better way. It's not a magic indicator. It's not a signal group. It's not a $997 mentorship from a guy who makes money teaching, not trading. It's building your own system. A system that trades without emotion. A system that follows rules without exception. A system that runs while you sleep. A system that compounds while you live your life. That's the answer. It's always been the answer. You've just been too scared to accept that the solution requires building something instead of buying something. ↓ What the next 30 days look like if you actually commit. Week 1: Watch the video. Learn Claude Code basics. Build your first simple strategy. Run your first backtest. Week 2: Iterate. Let Claude improve the strategy. Run Monte Carlo validation. Paper trade. Week 3: Go live with $50-100. Tiny positions. Watch every trade. Compare to paper results. Week 4: Scale based on evidence. Not based on excitement. Not based on one good day. Based on data. 30 days from now you either have a running bot that trades without your emotions destroying every position. Or you're exactly where you are right now. Reading another post. Making another promise. Breaking it by Tuesday. Same 30 days either way. Different actions. Different results. Different life. ↓ Full video tutorial attached. Live bot building with Claude Code. From zero to running Polymarket trading bot. Every line of code. Every decision explained. The video is free. Claude Code is available now. The market is open 24/7. The only thing standing between you and a profitable trading bot is the same thing that's been standing there for months. You. Get out of your own way. Follow Himanshu Kumar for daily AI trading bot breakdowns, live build sessions, and the full RBI process. Save this post. Watch the video. Build the bot. Or keep trading manually and keep losing. The choice has never been easier. And you've never been more stubborn about making the wrong one.

Himanshu Kumar

37,447 просмотров • 3 месяцев назад

SILVER WAR IGNITES: CHINA'S EXPORT BANS SPARK GLOBAL CRISIS Andreas Ullmann, with over 30 years in finance analyzing hedge fund strategies and serving as Vice President Sales at Solidgruppe—a leading German precious metals trading firm—delivers hard-hitting insights on the escalating silver conflict: The world is witnessing the dawn of a fierce global silver war, mirroring China's past dominance in rare earths. THE CORE THESIS: SILVER AS A STRATEGIC WEAPON ✅ China has slapped export restrictions on silver since January 2026, limiting it to just 44 companies and slashing global supply by up to 5,000 tons annually. ➡️ This echoes their rare earth playbook, using shortages to exert political pressure while protecting domestic industries like solar and EVs. ➡️ Meanwhile, USA declares silver a critical metal, allocating $2.5 billion for stockpiling and securing Latin American mines to counter China's moves. THE CRITICAL SHORTAGE UNFOLDS ➡️ Shanghai stocks crashed from 7,500 tons in 2020 to just 800 tons now—a 90% drop—with COMEX deliveries surging to 480 million ounces in 2025 alone. ➡️ Industrial demand outstrips mining output by years of deficits, fueled by solar, 5G, AI, and military tech, where silver is irreplaceable. 🤯 "We are already in the middle of a silver war," warns expert Ullmann, as both superpowers race to lock in supplies via contracts and investments. PRICE PROJECTIONS THAT STUN 📈 Short-term: Expect silver to hit $150–$180 by end-2026 if inventories keep draining and investment demand stays hot. 💥 Long-term: With gold racing to $10,000 by 2030, silver could explode to $1,000 based on a 1:10 ratio, driven by mining realities and vanishing above-ground stocks. 🔍 Technical charts show a 45-year cup-and-handle breakout, targeting $300–$350 in coming years amid high volatility. INVESTOR STRATEGIES AMID THE CHAOS 🚀 Focus on physical silver and gold for core holdings—store securely outside banks to avoid systemic risks. ➡️ Mix in mining stocks for outsized gains, as they're undervalued with exploding profits at higher prices, but diversify to manage risks. ➡️ Consider platinum too—trading at historic lows vs. silver, it offers massive upside in fuel cells and catalysts. THE BOTTOM LINE In this escalating silver war, prices will solve the deficit through sky-high surges, rewarding those who act now. Seize the opportunity before the squeeze turns into a full-blown crisis—your future wealth depends on it. HT: YouTube Rohstoff Investor #SilverWar #SilverSqueeze #CommodityBoom #GoldSilverRatio #ResourceGeopolitics #MiningStocks #PreciousMetals
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SILVER WAR IGNITES: CHINA'S EXPORT BANS SPARK GLOBAL CRISIS Andreas Ullmann, with over 30 years in finance analyzing hedge fund strategies and serving as Vice President Sales at Solidgruppe—a leading German precious metals trading firm—delivers hard-hitting insights on the escalating silver conflict: The world is witnessing the dawn of a fierce global silver war, mirroring China's past dominance in rare earths. THE CORE THESIS: SILVER AS A STRATEGIC WEAPON ✅ China has slapped export restrictions on silver since January 2026, limiting it to just 44 companies and slashing global supply by up to 5,000 tons annually. ➡️ This echoes their rare earth playbook, using shortages to exert political pressure while protecting domestic industries like solar and EVs. ➡️ Meanwhile, USA declares silver a critical metal, allocating $2.5 billion for stockpiling and securing Latin American mines to counter China's moves. THE CRITICAL SHORTAGE UNFOLDS ➡️ Shanghai stocks crashed from 7,500 tons in 2020 to just 800 tons now—a 90% drop—with COMEX deliveries surging to 480 million ounces in 2025 alone. ➡️ Industrial demand outstrips mining output by years of deficits, fueled by solar, 5G, AI, and military tech, where silver is irreplaceable. 🤯 "We are already in the middle of a silver war," warns expert Ullmann, as both superpowers race to lock in supplies via contracts and investments. PRICE PROJECTIONS THAT STUN 📈 Short-term: Expect silver to hit $150–$180 by end-2026 if inventories keep draining and investment demand stays hot. 💥 Long-term: With gold racing to $10,000 by 2030, silver could explode to $1,000 based on a 1:10 ratio, driven by mining realities and vanishing above-ground stocks. 🔍 Technical charts show a 45-year cup-and-handle breakout, targeting $300–$350 in coming years amid high volatility. INVESTOR STRATEGIES AMID THE CHAOS 🚀 Focus on physical silver and gold for core holdings—store securely outside banks to avoid systemic risks. ➡️ Mix in mining stocks for outsized gains, as they're undervalued with exploding profits at higher prices, but diversify to manage risks. ➡️ Consider platinum too—trading at historic lows vs. silver, it offers massive upside in fuel cells and catalysts. THE BOTTOM LINE In this escalating silver war, prices will solve the deficit through sky-high surges, rewarding those who act now. Seize the opportunity before the squeeze turns into a full-blown crisis—your future wealth depends on it. HT: YouTube Rohstoff Investor #SilverWar #SilverSqueeze #CommodityBoom #GoldSilverRatio #ResourceGeopolitics #MiningStocks #PreciousMetals

Mark

64,662 просмотров • 5 месяцев назад