Offshore
Moon Dev Zero Fluff: A Developer’s Stress-Test of the 192,726% ROI Strategy if you find a strategy that claims a one hundred and ninety two thousand percent return your first instinct should be to run in the opposite direction because the market is designed…
your financial future because it allows you to test thousands of ideas in a fraction of the time it would take to trade them manually. you do not need to be a math genius to get started because libraries like ta lib do most of the heavy lifting by providing access to almost any indicator you can imagine

i use order flow and liquidation data to add a layer of depth to my strategies that standard indicators simply cannot provide. when you combine the power of python with live data from platforms like hyperliquid you are no longer guessing what might happen but reacting to what is actually happening in the order book

there is a specific road map that takes you from a beginner to an expert and it involves mastering the art of the back test before you ever worry about live execution. most people skip the hard work of research and then wonder why their bots fail the first time the market gets volatile

it is a common limiting belief that you need to be a software engineer to build these systems but the truth is that ai agents like claude can help you write the logic if you give them a solid template to work with. i have built my own templates that allow me to throw any idea at an ai and get a working back test in minutes which has completely changed the speed at which i can iterate

if you are not committed to the top one percent of this industry you will probably just keep scrolling and looking for the next easy signal. but if you are ready to stop being a victim of your own emotions then the tools are right in front of you and they do not cost a fortune to access

the simplest strategies like mean reversion often outperform the most complex neural networks because they are easier to debug and less likely to break when the market structure shifts. i have found that the more moving parts a bot has the more ways it can fail when you are not looking

everything i build is shared in the spirit of collaboration because this industry is much more fun when we are all growing together. i want to see what you find when you take my code and apply your own ideas to it because that is how we all find the next big breakthrough

at the end of the day the goal is not just to have a high roi but to have a system that gives you the freedom to step away from the computer. you can have the best back test in the world but if you are still stressed every time a trade opens then you have not truly achieved automation

the great equalizer is waiting for you to take the first step and learn how to translate your ideas into logic that never sleeps. stop staring at the candles and start building the systems that will trade them for you
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Chips & SaaS
1/4 Semiconductor Earnings $SMH $SOX
(After NYSE close unless noted)

2/17 Tuesday $ACLS $CDNS $MKSI
Pre-mkt $CEVA
2/18 Wednesday Pre-mkt $ADI
2/19 Thursday $OLED $ONTO $ST
Pre-mkt $SLAB
2/23 $ADEA $KEYS $UCTT
2/24 $NVTS
2/25 $NVDA $SKYT $SNPS $VECO
Pre-mkt $VLN
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Chips & SaaS
1/2 Upcoming #Cloud #AI Earnings $IGV $CLOU
(After NYSE close unless noted)

2/17 $PANW
2/18 $FIG
2/19 $FIX $OPEN Pre-mkt $LMND
2/24 $PRCT $WDAY Pre-mkt $CIFR $HPQ
2/25 $AI $CRM $IONQ $PSTG $ROOT $SNOW $TTD $TDOC $ZM
2/26 $CRWV $DELL $INTU $NTAP $RKT $SOUN $XYZ $ZS
Pre-mkt $BIDU
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Michael Fritzell (Asian Century Stocks)
RT @Citrini7: The best macro trade of the past 5 years was Warren buffet’s Japanese bond issuance imo. Got him short the currency, short rates all while he was long the equities (trading houses).
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @anonymous3nibrv: Yakult announces 2.56% s/o buyback with 8.08% of issued share cancellation. Another cash hoarding company that realises: we don't need this much cash. 2 yrs ago i felt many corp gov changes were 'reactive' - recently i feel they are more 'proactive'. https://t.co/8hihJTh5wt
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Michael Fritzell (Asian Century Stocks)
"Buy SaaS. Not overpriced. Mostly moats."

https://t.co/KRlTbtnA8A
- Finbarr Taylor
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Offshore
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Michael Fritzell (Asian Century Stocks)
The bull case for Midea

South Korea uses more industrial robots per worker than any other country—

This chart shows one way to compare automated manufacturing across countries — it plots the number of robots per 1,000 manufacturing employees.

The chart shows very large differences between countries. South Korea stands out, with more than one robot for every ten manufacturing workers.

Singapore comes second, and China ranks third, close to Germany. The United States sits in the middle, close to the European average, below Switzerland, Denmark and Slovenia.

This perspective shows industrial robot adoption in relative terms. In another Data Insight, I looked at robot adoption in absolute terms. From that perspective, China stands out by a large margin: it’s a large economy with a huge manufacturing sector, and it has by far the largest stock of industrial robots.

Much of this expansion has happened recently: China’s annual installations increased 12-fold over a decade, helping it catch up to South Korea in terms of robots per worker.

(This Data Insight was written by @EOrtizOspina.)
- Our World in Data
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Offshore
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Michael Fritzell (Asian Century Stocks)
White collars workers will use AI tools to become better at their jobs. And then the competitive frontier will shift to design, writing, sales, access to data, etc. Some will increase their output and the number of customers they serve. Others will serve customers differently.

Are you sposed to clap for this? https://t.co/h6SPD6KWsI
- Simon Handrahan | MOS Capital
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Moon Dev
i used six claude codes all day today

i was using six claude codes all day and my efficiency is through the roof

if you want to see how to actually step on the gas watch the replay

grab a ticket for tomorrows zoom and get the api key there too

join here: https://t.co/Aw7dcEvv2n

moondev
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Offshore
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God of Prompt
RT @godofprompt: Claude is insane for product management.

I reverse-engineered how top PMs at Google, Meta, and Anthropic use it.

The difference is night and day.

Here are 10 prompts they don't want you to know (but I'm sharing anyway): https://t.co/7RApvBHQ66
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $SPGI.

IYKYK. https://t.co/ooz1OAEE8H
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Michael Fritzell (Asian Century Stocks)
RT @blondesnmoney: One of the sharpest small cap guys, @GuastyWinds , is finally back on Twitter. Made a bunch from his excellent callouts in 2023 and 2024, really excited to see what he has next and highly recommend a follow.
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Michael Fritzell (Asian Century Stocks)
What do you think about Casio / G-Shock watches?
- Love them
- They're okay
- Not great
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Jukan
Rather than going against the mainstream, it’s psychologically more comfortable to occasionally ride the wave.

Don’t try to become an anarchist / counter-revolutionary.
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