Moon Dev
we proved today that sharpe ratio isn't additive

Sharpe Ratio is a ratio

it's return divided by risk

And ratios don't add up the way regular numbers do

simple anology:

say you drive 60 mph for one hour, then 20 mph for one hour.

Your average speed is 40 mph.

But if I asked "what was your miles-per-gallon efficiency across the whole trip?"

you can't just average the two MPG numbers from each leg.

The math doesn't work that way because MPG is a ratio (miles divided by gallons)

just like Sharpe is a ratio (return divided by volatility)
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Dimitry Nakhla | Babylon Capital®
The Massive SaaS Re-Rating: Multiple Compression from Peak to Today (Last 5 Years)

1. $SAP 46x → 23x (-50%)
2. $ROP 35x → 17x (-51%)
3. $TYL 72x → 30x (-58%)
4. $U 80x → 32x (-60%)
5. $ADSK 60x → 23x (-62%)
6. $CSU 44x → 16x (-64%)
7. $INTU 58x → 21x (-64%)
8. $MANH 94x → 29x (-69%)
9. $NOW 107x → 28x (-74%)
10. $ADBE 52x → 12x (-77%)
11. $CRM 76x → 17x (-78%)
12. $DUOL 163x → 33x (-80%)*
13. $DT 113x → 23x (-80%)
14. $FIG 585x → 113x (-81%)
15. $WDAY 90x → 17x (-81%)
16. $ZM 91x → 15x (-84%)
17. $PAYC 104x → 14x (-87%)
18. $TEAM 280x → 23x (-92%)
19. $DOCU 173x → 13x (-92%)
20. $HUBS 393x → 25x (-94%)

*Within the last year
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Moon Dev
as a private zoom quant my trade is simple

if i give you absolutely everything i find for $5

you will someday give me a game changing idea

or just the inspiration to put every other scarcity led quant out of business

this strategy has worked tremendously well & we all learn https://t.co/D1kOp8vYSe
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Brady Long
RT @thisdudelikesAI: “It was called ClawdBot. And that’s the last thing me remembers.” https://t.co/fhbZ9oxNMm
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Clark Square Capital
RT @SebKrog: If you’re European (or non-US), now’s a great time to subscribe to your favorite Substacks. Prices are set in dollars, so as long as the dollar is still weak you basically getting a 10+% discount.

Some recommendations below: 👇
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God of Prompt
RT @free_ai_guides: stop telling ChatGPT to "act as an expert."

it doesn't work like that.

you need:

→ a specific role with credentials
→ step-by-step reasoning structure
→ explicit task breakdown
→ negative constraints (what NOT to do)

writing this manually takes hours. so i built a generator that does it in 2 minutes.

175+ people already using it to build agents.

comment "Prompt" and i'll send it
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Fiscal.ai
It costs $284 million to buy an EUV machine from ASML, on average.

Talk about pricing power.

$ASML https://t.co/5VK7DLbLI0
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Moon Dev
What if Jim Simons showed every step of the way since he started algo trading?

I do.

I'm not there yet, but this is going to be one hell of a ride

all shared on private zooms https://t.co/xJlpXyDfkY
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Moon Dev
I Built a Swarm of 20+ AI Trading Agents So You Don't Have to Trade Alone
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App Economy Insights
📊 This Week in Visuals

$AAPL $META $SAMSUNG $ASML $V $MA $LVMH $UNH $SAP $LRCX $IBM $AXP $KLAC $BA $GEV $TXN $T $VZ $NOW $LMT $SBUX $UPS $GM $SNDK $SOFI $LUV $AAL $APPF
https://t.co/uZvriQAxQj
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Fiscal.ai
29% of Tesla's revenue now comes from non-automotive segments.

Energy Generation & Storage: 15%
Services & Other: 14%

What will this look like in 5 years?

$TSLA https://t.co/Snj79EEFcb
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Brady Long
red pill or blue pill? https://t.co/OSOj9cKIAn
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