Sumeet

Whenever your looking for something to read

www.pulitzer.org/winners/22642

Happy I participated in #$AMZN upset i skipped #$HII

The Doom Spenders - Macleans.ca Faced with an uncertain future, young Canadians are racking up more debt than ever before. Portrait of a generation on the instalment plan.

macleans.ca/longforms/th...

Lmao #$TER

Usually some good info in

Meritech Software Pulse

drive.google.com/file/d/1cn9r...

10 Monday AM Reads - The Big Picture My back-to-work morning train WFH reads: • How Many Stocks Outperform the Stock Market? By my calculations, 149 stocks outperformed the index in the five years ending 2020. That’s around 30% of the to...

10 Monday AM Reads
ritholtz.com/2025/10/10-m...

My fil asked if we’re watching the knicks

GitHub - Nixtla/nixtla: TimeGPT-1: production ready pre-trained Time Series Foundation Model for forecasting and anomaly detection. Generative pretrained transformer for time series trained on over 1... TimeGPT-1: production ready pre-trained Time Series Foundation Model for forecasting and anomaly detection. Generative pretrained transformer for time series trained on over 100B data points. It&#...

github.com/Nixtla/nixtla

Nah use it as signal

Yeah low volume. I mostly use it to see what the market expects on things like elections or government shutdown

Kind of want to go long adbe

Presidential Election Winner 2028 Polymarket | The 2028 US Presidential Election is scheduled to take place on November 7, 2028. This market will resolve to the person who wins the 2028 US P...

The odds look kinda of good. Id take 1.3% polymarket.com/event/presid...

Is ron desantis going to be the president in 2028

Surprisingly low liquidity in the Canadian options market

Can Fidelity keep its grip on America’s investments? A vast distribution network helped the asset manager navigate the shift to passive investing, but new challenges are looming

on.ft.com/3Wlx1JG Can Fidelity keep its grip on America’s investments?

SNDK is going up like 10% a day

Chilean elections seems to be headed towards the right according to polymarket. ECH options seem quite lucrative.

Massive changes to counter strike skins. Basically the nfts before nfts

l.facebook.com/l.php?u=http...

GitHub - Bogdanovich77/DeekSeek-OCR---Dockerized-API Contribute to Bogdanovich77/DeekSeek-OCR---Dockerized-API development by creating an account on GitHub.

Insane for earnings transcript financials etc github.com/Bogdanovich7...

Ionq and oklo short actually making money, not sure if the pain to hold these is worth the squeeze.

The nice thing is helps me not liquidate holdings I like like eqt and bwxt

Z ai looks kinda cool

Same train of thought. Funny i have found uploading photos more useful just cause the llm can understand diagrams and bold underline italics etc

t.co/e3gBqwV6VF

This seems pretty big. Encoding and data loading large sets of financial data currently stored in a time series format is a bit of a bottleneck.

If instead you could store your financial data in a video format where each frame is a moment in time. Huh

github.com/deepseek-ai/...

The Stagnant Order The end of rising powers.

www.foreignaffairs.com/united-state...

The China Model’s Fatal Flaw China’s role as the world’s factory—producing and exporting goods across the globe—has entered a new phase. In the past decade, China has made a concerted effort to move its manufacturing sector up th...

Been impressed with foreign affairs recently

www.foreignaffairs.com/china/china-...

This Is How Much Anthropic and Cursor Spend On Amazon Web Services So, I originally planned for this to be on my premium newsletter, but decided it was better to publish on my free one so that you could all enjoy it. If you liked it, please consider subscribing to su...

www.wheresyoured.at/costs/

Thyssenkrupp’s submarine business soars on Frankfurt market debut German conglomerate seizes on surge in interest in defence stocks to spin off marine arm

When do options usually get listed for new German stocks on.ft.com/4hlZU26 Thyssenkrupp’s submarine business soars on Frankfurt market debut

Podcast Notes /// Andrej Karpathy — AGI is still a decade away | Dwarkesh Podcast Podcast notes for Andrej Karpathy — AGI is still a decade away from Dwarkesh Podcast.

www.podchemy.com/notes/andrej...

Some earnings of interest this week GE, NOC, EQT, GD, HON

One of the nice things of doing well is previously i could only donate to charities once a couple years to once a year and now to once a earnings. I hope in time i can donate monthly as a regular part of my life