Jukan
Mizuho argued in its latest report that there is a possibility of a Broadcom (AVGO)-ARM partnership being announced at ARM's March 24 event, and that an ARM-Broadcom ASIC designed for OpenAI could potentially reduce power consumption per token by 30%+ compared to existing GPUs.
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Mizuho argued in its latest report that there is a possibility of a Broadcom (AVGO)-ARM partnership being announced at ARM's March 24 event, and that an ARM-Broadcom ASIC designed for OpenAI could potentially reduce power consumption per token by 30%+ compared to existing GPUs.
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Offshore
Video
The Transcript
RT @TheTranscript_: Buffett while holding up his Coca-Cola can:
"For 94 years, I’ve been able to drink what I want, do what I want & I’ve defied all the predictions of what should’ve happened to me..Charlie & I...never really exercised all that much. We weren’t carefully preserving ourselves" https://t.co/wZGdQutlTK
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RT @TheTranscript_: Buffett while holding up his Coca-Cola can:
"For 94 years, I’ve been able to drink what I want, do what I want & I’ve defied all the predictions of what should’ve happened to me..Charlie & I...never really exercised all that much. We weren’t carefully preserving ourselves" https://t.co/wZGdQutlTK
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Offshore
Video
Moon Dev
The Polymarket Cheat Code: Why 80% of Markets Are Designed to Fail and How I Automate the Fade
most people are walking into polymarket like it is a casino but i just found a way to make it look like a math problem where eighty percent of the answers are already written on the wall. it turns out that the vast majority of markets actually end in a no which is a statistical edge that most traders completely ignore because they are too busy chasing the hype of a yes. if you can find a way to systematically bet against the over excited buyers then you have essentially built a machine that harvests their emotional mistakes every single minute.
the secret is that most markets are actually designed to fail and if you know how to fade the whales you can catch moves that seem impossible to a manual trader. i have seen so many people lose their entire bankroll because they tried to follow a massive price move thinking it was insider information when it was really just a desperate buyer. by using claude opus 4.5 i have managed to build a logic that identifies these specific whale spikes and automatically takes the opposite side.
trading by hand is basically a death wish in these markets because you cannot watch every single websocket sweep and order book change across hundreds of different predictions. you might think you need a degree in data science to build this but i am telling you that the latest ai models are the actual game changer. i spent years losing hundreds of thousands of dollars because i thought i had to hire expensive developers to build my visions but now i just iterate live and let the code do the heavy lifting.
it is a wild realization when you see that code is the only thing that separates you from getting liquidated by every random wick in the middle of the night. my system is constantly indexing new markets and listening for those big moves so it can place bids that only need to hit every once in a while to be profitable. we are talking about a strategy where you can lose thirty times in a row and still come out on top because the one win covers everything and then some.
most people get stuck in the cycle of over trading and trying to be right every single time but the best traders are actually the best losers. you have to be willing to get cooked every once in a while as long as your process is sound and you are letting the math do the heavy lifting. i used to be the guy getting liquidated and staring at the screen until my eyes bled but now i have fully automated systems that do the work for me while i live my life.
if you are not using automation then you are essentially volunteering to be the exit liquidity for people like me who are building these systems in real time. the gap between the people who code and the people who click buttons is getting wider every single day and you have to decide which side of that trade you want to be on. i learned to code because i had no other choice after losing it all and it was the best decision i ever made because it removed the emotion that was killing my bankroll.
one of the most powerful features of this new setup is how it filters out the noise by ignoring sports and crypto markets which are often too volatile for this specific play. we are looking for those predictable prediction markets where the crowd gets over confident about an event that is statistically unlikely to happen. by setting an absolute threshold for the price spike we ensure that we are only entering when the risk to reward ratio is heavily skewed in our favor.
the technical logic relies on a websocket that listens for any sweep over a thousand dollars which is usually the sign of a whale entering the market. once that sweep is detected the bot indexes the market and stores the current price as a baseline to monitor for future movements. if the price of a yes token jumps by twenty percent from that baseline then the bot immediately places a bid for the no tokens at a specific discount.
this approach is all abou[...]
The Polymarket Cheat Code: Why 80% of Markets Are Designed to Fail and How I Automate the Fade
most people are walking into polymarket like it is a casino but i just found a way to make it look like a math problem where eighty percent of the answers are already written on the wall. it turns out that the vast majority of markets actually end in a no which is a statistical edge that most traders completely ignore because they are too busy chasing the hype of a yes. if you can find a way to systematically bet against the over excited buyers then you have essentially built a machine that harvests their emotional mistakes every single minute.
the secret is that most markets are actually designed to fail and if you know how to fade the whales you can catch moves that seem impossible to a manual trader. i have seen so many people lose their entire bankroll because they tried to follow a massive price move thinking it was insider information when it was really just a desperate buyer. by using claude opus 4.5 i have managed to build a logic that identifies these specific whale spikes and automatically takes the opposite side.
trading by hand is basically a death wish in these markets because you cannot watch every single websocket sweep and order book change across hundreds of different predictions. you might think you need a degree in data science to build this but i am telling you that the latest ai models are the actual game changer. i spent years losing hundreds of thousands of dollars because i thought i had to hire expensive developers to build my visions but now i just iterate live and let the code do the heavy lifting.
it is a wild realization when you see that code is the only thing that separates you from getting liquidated by every random wick in the middle of the night. my system is constantly indexing new markets and listening for those big moves so it can place bids that only need to hit every once in a while to be profitable. we are talking about a strategy where you can lose thirty times in a row and still come out on top because the one win covers everything and then some.
most people get stuck in the cycle of over trading and trying to be right every single time but the best traders are actually the best losers. you have to be willing to get cooked every once in a while as long as your process is sound and you are letting the math do the heavy lifting. i used to be the guy getting liquidated and staring at the screen until my eyes bled but now i have fully automated systems that do the work for me while i live my life.
if you are not using automation then you are essentially volunteering to be the exit liquidity for people like me who are building these systems in real time. the gap between the people who code and the people who click buttons is getting wider every single day and you have to decide which side of that trade you want to be on. i learned to code because i had no other choice after losing it all and it was the best decision i ever made because it removed the emotion that was killing my bankroll.
one of the most powerful features of this new setup is how it filters out the noise by ignoring sports and crypto markets which are often too volatile for this specific play. we are looking for those predictable prediction markets where the crowd gets over confident about an event that is statistically unlikely to happen. by setting an absolute threshold for the price spike we ensure that we are only entering when the risk to reward ratio is heavily skewed in our favor.
the technical logic relies on a websocket that listens for any sweep over a thousand dollars which is usually the sign of a whale entering the market. once that sweep is detected the bot indexes the market and stores the current price as a baseline to monitor for future movements. if the price of a yes token jumps by twenty percent from that baseline then the bot immediately places a bid for the no tokens at a specific discount.
this approach is all abou[...]
Offshore
Moon Dev The Polymarket Cheat Code: Why 80% of Markets Are Designed to Fail and How I Automate the Fade most people are walking into polymarket like it is a casino but i just found a way to make it look like a math problem where eighty percent of the answers…
t finding a mean reversion in a market that is already biased toward a specific outcome from the start. i decided to name this the no fade whale bot because it literally survives by fading the biggest players in the room who are moving the price with their ego. it is a beautiful thing to see the code execute a trade at three in the morning while i am fast asleep knowing that it is following the exact rules i laid out.
there was a moment during the development where the bot had the logic inverted and it was showing a massive return that was actually just a glitch in the data. it is a reminder that you have to be constantly debugging and refining your systems because one small error in the code can be the difference between a win and a total wipeout. this is why i believe in iterating to success rather than trying to launch a perfect product on day one.
the stink bid bot i was testing recently only needed to win one out of thirty three times to be profitable and we actually hit a solid win during the testing phase. it was not a massive win in dollar terms but it was a proof of concept that the strategy works when you have the patience to let the automation run. you cannot have that kind of discipline when you are trading manually because your brain will always try to talk you out of the trade.
i spent so much money on developers in the past thinking i could never code myself but the truth is that the tools available now have made the barrier to entry almost zero. you can see exactly how i use the ai to create complex data structures and websocket listeners without needing a computer science degree. it is all about the iteration and having the heart to keep going even when you hit a few losses in a row.
the final loop closes when you realize that your bankroll is no longer at the mercy of your own bad habits or emotional outbursts. you have a system that checks the prices every sixty seconds and makes logical decisions based on hard data rather than what you feel in your gut. i believe that code is the great equalizer because it gives the retail trader a fighting chance against the insiders and the whales.
now we are here with fully automated systems trading for me instead of getting liquidated and it all started with the simple realization that i had to stop being the one clicking the buttons. the world of prediction markets is evolving fast and if you are not using the latest ai tools to help you build then you are already falling behind. keep your head down and keep building because the math is the only thing that will never lie to you in this game
tweet
there was a moment during the development where the bot had the logic inverted and it was showing a massive return that was actually just a glitch in the data. it is a reminder that you have to be constantly debugging and refining your systems because one small error in the code can be the difference between a win and a total wipeout. this is why i believe in iterating to success rather than trying to launch a perfect product on day one.
the stink bid bot i was testing recently only needed to win one out of thirty three times to be profitable and we actually hit a solid win during the testing phase. it was not a massive win in dollar terms but it was a proof of concept that the strategy works when you have the patience to let the automation run. you cannot have that kind of discipline when you are trading manually because your brain will always try to talk you out of the trade.
i spent so much money on developers in the past thinking i could never code myself but the truth is that the tools available now have made the barrier to entry almost zero. you can see exactly how i use the ai to create complex data structures and websocket listeners without needing a computer science degree. it is all about the iteration and having the heart to keep going even when you hit a few losses in a row.
the final loop closes when you realize that your bankroll is no longer at the mercy of your own bad habits or emotional outbursts. you have a system that checks the prices every sixty seconds and makes logical decisions based on hard data rather than what you feel in your gut. i believe that code is the great equalizer because it gives the retail trader a fighting chance against the insiders and the whales.
now we are here with fully automated systems trading for me instead of getting liquidated and it all started with the simple realization that i had to stop being the one clicking the buttons. the world of prediction markets is evolving fast and if you are not using the latest ai tools to help you build then you are already falling behind. keep your head down and keep building because the math is the only thing that will never lie to you in this game
tweet
Offshore
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Bourbon Capital
$INTU is currently trading at its lowest valuation in more than 10 years.
- EV/EBITDA has dropped to its lowest level in more than 10 years....
- Free cash flow has been growing at 20% annually
- Operating cash flow is at an all time high
- Free cash flow yield is at 10 years high......
CEO and Directors, it’s time to approve a massive buyback and start buying shares.
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$INTU is currently trading at its lowest valuation in more than 10 years.
- EV/EBITDA has dropped to its lowest level in more than 10 years....
- Free cash flow has been growing at 20% annually
- Operating cash flow is at an all time high
- Free cash flow yield is at 10 years high......
CEO and Directors, it’s time to approve a massive buyback and start buying shares.
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Offshore
Video
Brady Long
RT @hwbhatti: Think it. Say it. Done.
The average person spends 3 hours typing + switches 1,000 tabs per day.
That ends today.
Meet Lemon: The first voice-to-action AI agent that turns your voice commands into finished tasks.
RT + Comment "Lemon" to get free access for 30 days.
(must be following so I can DM you)
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RT @hwbhatti: Think it. Say it. Done.
The average person spends 3 hours typing + switches 1,000 tabs per day.
That ends today.
Meet Lemon: The first voice-to-action AI agent that turns your voice commands into finished tasks.
RT + Comment "Lemon" to get free access for 30 days.
(must be following so I can DM you)
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Offshore
Video
Startup Archive
Ben Horowitz explains why you must look at employee behavior through a “cultural lens”
Ben argues that one of the most important things to get right about managing the culture is to look at employee behavior through a “cultural lens” rather than an “individual lens.”
He gives the example of an employee taking credit for another employee’s work. If you’re looking at it through an individual lens, you might say:
“He’s really good and does good work himself so maybe I ought to let that go because if I confront him on it, maybe he’ll quit and go to Facebook or whatever and I’ll lose a really good employee.’
But you should really be looking at the incident through a cultural lens. As Ben explains:
“That’s a bit of a test for everybody to say, ‘Oh, you can just take credit for somebody’s work and get yourself a promotion or a pat on the back or this or that.’ And so everybody’s going to play that game if you let that go. Part of being good at managing culture is being able to recognize what it is.”
Video source: @okta (2020)
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Ben Horowitz explains why you must look at employee behavior through a “cultural lens”
Ben argues that one of the most important things to get right about managing the culture is to look at employee behavior through a “cultural lens” rather than an “individual lens.”
He gives the example of an employee taking credit for another employee’s work. If you’re looking at it through an individual lens, you might say:
“He’s really good and does good work himself so maybe I ought to let that go because if I confront him on it, maybe he’ll quit and go to Facebook or whatever and I’ll lose a really good employee.’
But you should really be looking at the incident through a cultural lens. As Ben explains:
“That’s a bit of a test for everybody to say, ‘Oh, you can just take credit for somebody’s work and get yourself a promotion or a pat on the back or this or that.’ And so everybody’s going to play that game if you let that go. Part of being good at managing culture is being able to recognize what it is.”
Video source: @okta (2020)
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anon
RT @zephyr_z9: MLCC, Inductors, Tantalum/Polymer Capacitor makers are going to print cash
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RT @zephyr_z9: MLCC, Inductors, Tantalum/Polymer Capacitor makers are going to print cash
Murata Manufacturing President Discusses Price Hikes for Data Center Capacitors — Stock Rises
▶ 村田製社長、データセンター用コンデンサーで値上げの議論-株上昇
∙ In an interview on the 17th, Murata Manufacturing emphasized that MLCC demand for data centers continues to grow on the back of the AI boom, and that the company has begun full-scale discussions on price increases.
∙ On whether MLCC prices will be raised, management noted: “It is important to accurately assess real demand, and we expect to have a clearer read on demand levels by next quarter.”
∙ The company added that it will carefully determine price hikes, taking into account the broader impact on the market and industry.
∙ Murata also projected that data center investment, led by hyperscalers, will continue over the next 3–5 years.
∙ Current order inquiries for MLCCs are running at approximately 2x the company’s supply capacity, underscoring that AI is not a temporary boom.
∙ Following the report, Murata’s stock reversed into positive territory during afternoon trading, rising as much as 9.2% intraday to ¥3,585 (the highest since July 29, 2024), before closing up 6.9% at ¥3,509. tweet
X (formerly Twitter)
Jukan (@jukan05) on X
Murata Manufacturing President Discusses Price Hikes for Data Center Capacitors — Stock Rises
▶ 村田製社長、データセンター用コンデンサーで値上げの議論-株上昇
∙ In an interview on the 17th, Murata Manufacturing emphasized that MLCC demand for data centers continues to grow on
▶ 村田製社長、データセンター用コンデンサーで値上げの議論-株上昇
∙ In an interview on the 17th, Murata Manufacturing emphasized that MLCC demand for data centers continues to grow on
Offshore
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Jukan
Evercore: Vera Rubin timeline pulled forward!!
Some sources believe that China export bans have enabled NVDA to leverage suppliers that previously served China-bound volumes for global product development, pulling Rubin's schedule forward by 3-6 months.
Some would even not be surprised if Rubin shipments begin by end of 2Q26.
$NVDA
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Evercore: Vera Rubin timeline pulled forward!!
Some sources believe that China export bans have enabled NVDA to leverage suppliers that previously served China-bound volumes for global product development, pulling Rubin's schedule forward by 3-6 months.
Some would even not be surprised if Rubin shipments begin by end of 2Q26.
$NVDA
Evercore out with a 4Q25 AI Channel Checks, saying $NVDA Vera Rubin appears to be ahead of schedule https://t.co/CqWOUnl5Q8 tweet