Sumeet

Any thoughts we're entering a cutting fed + huge stimulus with OBBB. Seems kind of similar. Manufacturing reheating

Always a good data point

The first one is great

I dont think a satirist could come up with a better headline

YouTube video by Morgan Stanley Hard Lessons: Stan Druckenmiller: Invest, then investigate

fun listen

youtu.be/z_pk4eBDaLA

This year so far*

Perfect yeah i found checking spy useless when i was doing a quick scan/pulse

Spy equal weighting outperforming from what I saw

All claude code opus 4.6. Usually a deepthink skill to research a component. Then ask it to come up with a TDD driven plan using tasks and phases to organize thoughts.

holy shit

John Arnold on Market Edges, AI Energy Demand & Capital Allocation YouTube video by iConnections

www.youtube.com/watch?app=de...

The 2026 Global Intelligence Crisis - Citadel Securities Citadel Securities is an award-winning global market-maker across a broad array of fixed income and equity products.

www.citadelsecurities.com/news-and-ins...

I started coding using test driven development and now my agentic coding is also back to tdd. Helps you make clean specific specs and forces you to think through issues clearly.

been waiting for signs of life. cheap unlimited content, great algorithm, and compensates in cash and generously good work culture as a shareholder

Infra changing so fast my new eod operation is constructing an up to date architecture diagram daily

Continue local sessions from any device with Remote Control - Claude Code Docs Continue a local Claude Code session from your phone, tablet, or any browser using Remote Control. Works with claude.ai/code and the Claude mobile app.

been waiting for this had a janky setup with ssh before code.claude.com/docs/en/remo...

Even if your coding something on your own computer on the weekend. If your a full time employee legally the code is your employers. You can probably challenge it in court and win but that’ll take forever and expensive. Most employers wont challenge or sue bad pr but technically its their code

Basically all full time work contracts assume any code you write as a full time employee is your employers including off hours. And yeah prolly claude orchestrator with bug fix skill and observability skill for monitoring

The First Fully General Computer Action Model We trained a model on our 11-million-hour video dataset. Our model can explore complex websites, complete multi-action CAD modeling sequences, and drive a car in the real world, all at 30 FPS.

A team really dedicated to improving the encoders si.inc/posts/fdm1/

Mostly due to data scraping I’m confident ai could build a custom ui for myself that’s fetches and retrieves everything I’d read or browse in the internet that day. Completely custom, read only, safe internet experience

I'm excited goal is to have a dedicated agent for volatility, screening, trade structuring, portfolio maintenance, orchestration.

finally got qwen 3.5 plust and opus 4.6 paper trading 100k portfolio

did not realize how cheap qwen is crazy

$DE is up 40% ytd wtf

Oh i guess i heard their agentic coding tool isnt as good. I guess thats the thing i value most

Might try next month. Paid for minimax this month

Oof yeah i have minimax and claude as my 2 right now literally waiting 45 minutes for 5 hr limit to reset

I actually haven’t dabbled with that model much other than twitter searches.

Theta and vol bleed rough month so far

More just the speed cost capabilities. And honestly in terms of national security it would be pretty dumb if they weren’t trying this