Offshore
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Javier Blas
RT @BarakRavid: 🚨🇺🇸🇮🇷Trump moves closer to a major war with Iran. It could come sooner, and be much bigger, than most recognize, sources tell me. My story on @axios
https://t.co/cNcsMd2aQz
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RT @BarakRavid: 🚨🇺🇸🇮🇷Trump moves closer to a major war with Iran. It could come sooner, and be much bigger, than most recognize, sources tell me. My story on @axios
https://t.co/cNcsMd2aQz
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Offshore
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Javier Blas
RT @SStapczynski: Japan plans to invest $36 billion in US oil, gas and critical mineral projects
🇯🇵 🤝 🇺🇸
The most significant piece is a 9.2GW gas-fired power plant in Ohio. The investment will be led by SoftBank
https://t.co/5io8koo0jd
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RT @SStapczynski: Japan plans to invest $36 billion in US oil, gas and critical mineral projects
🇯🇵 🤝 🇺🇸
The most significant piece is a 9.2GW gas-fired power plant in Ohio. The investment will be led by SoftBank
https://t.co/5io8koo0jd
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @AstutexAi: Expect to see more of this - the analog renaissance is just starting. Less social media, less online presence, more real-life interactions, real-time experiences and real assets https://t.co/B9BFtTghkJ
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RT @AstutexAi: Expect to see more of this - the analog renaissance is just starting. Less social media, less online presence, more real-life interactions, real-time experiences and real assets https://t.co/B9BFtTghkJ
Analog Renaissance is a major trend, and watches are just the tip of the iceberg. Offline is the new luxury. Hobby Lobby and Michaels consistently hit Placer 100 top spots. As we enter the "AI slop" age, people are cutting social media - and minor bans are a logical next step. Nitin already picked some of ideas that fit well - Hobonichi 3560.T Tonies $TNIE MTG $HAS, few others are Games Workshop $GAW Fujifilm 4901.T Scholastic $SCHL, Asmodee $ASMDEEb Mattel $MAT Kokuyo Co. 7984.T tweet
Offshore
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Benjamin Hernandez😎
$ADI $380 TARGET ACTIVE! 🔹
Analog Devices +7.55% breakout. Nested Bullish ABC active. Institutions loading at $337. Can you see the Wave 3 terminal count? It’s coiling.
Follow to track the Wave.
Wave 3 entry timing & roadmap for FREE in pinned.
$SOC $ASST $OPEN $RADX $PULM https://t.co/g2LB3y6N99
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$ADI $380 TARGET ACTIVE! 🔹
Analog Devices +7.55% breakout. Nested Bullish ABC active. Institutions loading at $337. Can you see the Wave 3 terminal count? It’s coiling.
Follow to track the Wave.
Wave 3 entry timing & roadmap for FREE in pinned.
$SOC $ASST $OPEN $RADX $PULM https://t.co/g2LB3y6N99
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Offshore
Video
Moon Dev
Code Is the Equalizer: Building a $20k/Day Pseudo-Bot Without the Dev Costs
building a trading bot in 2026 is less about being a genius coder and more about having the guts to stop letting your emotions drive your portfolio into a ditch. i spent years thinking that code was some secret language for the elite while i was busy getting liquidated on trades that should have been easy wins. the truth is that the simplest piece of automation can be the difference between a blown account and a system that actually grows while you sleep
most traders are stuck in a loop of staring at charts until their eyes bleed and then making a panic decision at the worst possible moment. i used to be that guy who spent hundreds of thousands of dollars on developers because i thought i was too far behind to learn it myself. the moment i realized that code is the great equalizer was the moment i stopped being a victim of market makers who can see every single move i make
the hardest part of trading is the transition from manual clicking to full automation and that is where most people quit because they think it is an all or nothing game. you do not need a bot that does everything on day one but you do need a way to stop yourself from over trading and hitting the market button like a slot machine. imagine if you could just tell a script to enter a position for you slowly over time so you never have to worry about catching a falling knife ever again
the secret weapon in this 2026 landscape is something i call the easy bot which is basically a remote control for your trading discipline. most people use too much leverage and never take profits because their brain tells them it will go higher right before the dump hits. by using a chunking entry system you can tell your bot to buy a position piece by piece which averages your entry and keeps your heart rate low
most traders do not realize that exchanges and market makers can see your stop loss sitting right there on the order book like a giant target. if you are tired of getting stopped out only to see the price immediately reverse in your direction then you need to understand the power of a ghost stop loss. a ghost stop loss lives in your code and not on the exchange so the market makers have no idea where your pain point is until the bot actually sends the close order
this invisible protection is a game changer for anyone trading on high volatility chains like solana or hyperliquid where the wick hunting is relentless. i learned this the hard way after watching my manual trades get hunted over and over while my automated systems stayed perfectly safe in the shadows. once you have a bot monitoring your positions for you the stress of a potential liquidation basically vanishes because the machine does not hesitate when it is time to exit
the real fun begins when you start thinking like a market maker instead of a gambler who is just hoping for a moon shot. instead of guessing where the top is you can set up a simple logic loop that says buy under this price and sell over that price all day long. this allows you to capture the sideways chop that normally drains a manual trader through fees and bad entries while you are out at the beach or focusing on your business
breakout trading is another area where manual traders lose their edge because they are either too slow to react or they enter way too late on a fake out. a simple script can sit there and monitor price action 24/7 with more patience than any human being could ever dream of having. when the breakout actually happens the bot triggers the entry in milliseconds while you are still trying to unlock your phone and open the exchange app
i started learning to code live on youtube because i wanted to prove that anyone can do this if they are willing to iterate to success. it is not about getting it perfect on the first try but about building the foundation with functions that get the position and check the token price. every single bot i run today is just a com[...]
Code Is the Equalizer: Building a $20k/Day Pseudo-Bot Without the Dev Costs
building a trading bot in 2026 is less about being a genius coder and more about having the guts to stop letting your emotions drive your portfolio into a ditch. i spent years thinking that code was some secret language for the elite while i was busy getting liquidated on trades that should have been easy wins. the truth is that the simplest piece of automation can be the difference between a blown account and a system that actually grows while you sleep
most traders are stuck in a loop of staring at charts until their eyes bleed and then making a panic decision at the worst possible moment. i used to be that guy who spent hundreds of thousands of dollars on developers because i thought i was too far behind to learn it myself. the moment i realized that code is the great equalizer was the moment i stopped being a victim of market makers who can see every single move i make
the hardest part of trading is the transition from manual clicking to full automation and that is where most people quit because they think it is an all or nothing game. you do not need a bot that does everything on day one but you do need a way to stop yourself from over trading and hitting the market button like a slot machine. imagine if you could just tell a script to enter a position for you slowly over time so you never have to worry about catching a falling knife ever again
the secret weapon in this 2026 landscape is something i call the easy bot which is basically a remote control for your trading discipline. most people use too much leverage and never take profits because their brain tells them it will go higher right before the dump hits. by using a chunking entry system you can tell your bot to buy a position piece by piece which averages your entry and keeps your heart rate low
most traders do not realize that exchanges and market makers can see your stop loss sitting right there on the order book like a giant target. if you are tired of getting stopped out only to see the price immediately reverse in your direction then you need to understand the power of a ghost stop loss. a ghost stop loss lives in your code and not on the exchange so the market makers have no idea where your pain point is until the bot actually sends the close order
this invisible protection is a game changer for anyone trading on high volatility chains like solana or hyperliquid where the wick hunting is relentless. i learned this the hard way after watching my manual trades get hunted over and over while my automated systems stayed perfectly safe in the shadows. once you have a bot monitoring your positions for you the stress of a potential liquidation basically vanishes because the machine does not hesitate when it is time to exit
the real fun begins when you start thinking like a market maker instead of a gambler who is just hoping for a moon shot. instead of guessing where the top is you can set up a simple logic loop that says buy under this price and sell over that price all day long. this allows you to capture the sideways chop that normally drains a manual trader through fees and bad entries while you are out at the beach or focusing on your business
breakout trading is another area where manual traders lose their edge because they are either too slow to react or they enter way too late on a fake out. a simple script can sit there and monitor price action 24/7 with more patience than any human being could ever dream of having. when the breakout actually happens the bot triggers the entry in milliseconds while you are still trying to unlock your phone and open the exchange app
i started learning to code live on youtube because i wanted to prove that anyone can do this if they are willing to iterate to success. it is not about getting it perfect on the first try but about building the foundation with functions that get the position and check the token price. every single bot i run today is just a com[...]
Offshore
Moon Dev Code Is the Equalizer: Building a $20k/Day Pseudo-Bot Without the Dev Costs building a trading bot in 2026 is less about being a genius coder and more about having the guts to stop letting your emotions drive your portfolio into a ditch. i spent…
bination of these basic building blocks that i have refined over the last five years of building in public
if you are still trading by hand you are essentially bringing a knife to a gunfight in a market that is increasingly dominated by ai and high frequency systems. my goal with the road map and the open source code is to give you the same tools the big players have without you having to spend a fortune on devs. code allows you to backtest your ideas against historical data so you can see if your strategy actually works before you risk a single dollar of your hard earned capital
the journey from a hand trader to a pseudo automated trader is the most important step you will ever take for your financial freedom. as you start to automate your entries and exits you will notice that your life gets better because the machine handles the boredom and the stress. eventually you will find that you are no longer chasing the market but instead you are letting your systems do the work while you live your life the way you want to
i believe that the era of the manual retail trader is coming to an end but the era of the retail coder is just getting started. through the pain of my own liquidations i found the path to automation and i am never going back to the old way of doing things. keep building and keep iterating because the great equalizer is right there in the terminal waiting for you to take control of your future
tweet
if you are still trading by hand you are essentially bringing a knife to a gunfight in a market that is increasingly dominated by ai and high frequency systems. my goal with the road map and the open source code is to give you the same tools the big players have without you having to spend a fortune on devs. code allows you to backtest your ideas against historical data so you can see if your strategy actually works before you risk a single dollar of your hard earned capital
the journey from a hand trader to a pseudo automated trader is the most important step you will ever take for your financial freedom. as you start to automate your entries and exits you will notice that your life gets better because the machine handles the boredom and the stress. eventually you will find that you are no longer chasing the market but instead you are letting your systems do the work while you live your life the way you want to
i believe that the era of the manual retail trader is coming to an end but the era of the retail coder is just getting started. through the pain of my own liquidations i found the path to automation and i am never going back to the old way of doing things. keep building and keep iterating because the great equalizer is right there in the terminal waiting for you to take control of your future
tweet
Jukan
I've been building a bull case for Meta lately. This is a casual memo — would love to hear your thoughts.
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Meta: An Underappreciated AI Platform Strategy (Memo)
-----## 1. Does Meta Really Need the Best LLM?ByteDance’s Doubao offers a telling precedent. Despite not being China’s most powerful model, Doubao leads the Chinese AI chatbot market with 170M MAU — far ahead of DeepSeek (72M) and Tencent’s Yuanbao (73M). The edge isn’t model performance but platform integration — ByteDance embedded AI across its entire ecosystem: Douyin, Jianying, Ola Friend, and even a ZTE Nubia AI-native phone.
Meta could become the Western ByteDance. Facebook, Instagram, WhatsApp, and Messenger combined reach ~4B MAU. Layer even a “good enough” AI on top of that, and Meta holds an overwhelming advantage in mass-market agent AI deployment.
To be clear, Meta hasn’t abandoned the frontier model race. It hired Scale AI’s Alexandr Wang for ~$14.3B and is developing “Avocado,” a proprietary next-gen model targeting H1 2026 release (reportedly achieving 10x+ compute efficiency vs. Llama 4). But even if Avocado falls short of the latest models from OpenAI or Anthropic, Meta’s AI strategy doesn’t fail. Platform-level utilization may matter more than benchmarks.
-----## 2. AI Hardware: Narrative vs. Results
Market attention is fixated on OpenAI’s hardware play (Jony Ive’s io acquisition for $6.4B, Foxconn partnership), but the AI hardware that’s actually selling is Meta’s Ray-Ban smart glasses.
- Ray-Ban Meta: 2M+ cumulative units sold; Q2 2025 sales tripled QoQ
- Ray-Ban Display ($799): US demand exceeded supply → UK, France, Italy, Canada launches postponed; waitlists extend through end of 2026
- EssilorLuxottica reviewing capacity expansion from 10M to 20–30M units/year (Bloomberg)
- All this demand before Avocado (next-gen LLM) has even been integrated
Meanwhile, OpenAI hardware remains at prototype stage; court filings indicate customer shipments delayed to post-February 2027.The key differentiator: Meta’s partnership with EssilorLuxottica — the world’s largest eyewear company — secured a form factor people actually wear in public. Compare this to Google Glass, which failed largely on social acceptability. The Ray-Ban brand itself is a moat.
-----## 3. Ad CPM Upside Potential
Per The Information: OpenAI is pricing ChatGPT ads at ~$60 CPM — roughly 3x Meta’s average of $10–20. OpenAI’s rationale: a “high-intent” environment commands a premium.
But OpenAI still lacks basic ad infrastructure (only high-level metrics like total impressions/clicks; no conversion tracking; $200K minimum commitment). Meta’s decades of precision targeting and conversion attribution remain assets OpenAI simply doesn’t have.
Add AI-driven hyper-personalization → contextual awareness, real-time interest signals, purchase-journey stage optimization → meaningful room to push current $10–20 CPMs higher.
Even without reaching $60, a move to the $30–40 range would be transformative against Meta’s ~$160B annual ad revenue base — potentially unlocking tens of billions in incremental revenue. Ray-Ban glasses could also emerge as an entirely new ad channel via location-based AI ads and gaze-tracking engagement metrics.
$META
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I've been building a bull case for Meta lately. This is a casual memo — would love to hear your thoughts.
---------------------------------
Meta: An Underappreciated AI Platform Strategy (Memo)
-----## 1. Does Meta Really Need the Best LLM?ByteDance’s Doubao offers a telling precedent. Despite not being China’s most powerful model, Doubao leads the Chinese AI chatbot market with 170M MAU — far ahead of DeepSeek (72M) and Tencent’s Yuanbao (73M). The edge isn’t model performance but platform integration — ByteDance embedded AI across its entire ecosystem: Douyin, Jianying, Ola Friend, and even a ZTE Nubia AI-native phone.
Meta could become the Western ByteDance. Facebook, Instagram, WhatsApp, and Messenger combined reach ~4B MAU. Layer even a “good enough” AI on top of that, and Meta holds an overwhelming advantage in mass-market agent AI deployment.
To be clear, Meta hasn’t abandoned the frontier model race. It hired Scale AI’s Alexandr Wang for ~$14.3B and is developing “Avocado,” a proprietary next-gen model targeting H1 2026 release (reportedly achieving 10x+ compute efficiency vs. Llama 4). But even if Avocado falls short of the latest models from OpenAI or Anthropic, Meta’s AI strategy doesn’t fail. Platform-level utilization may matter more than benchmarks.
-----## 2. AI Hardware: Narrative vs. Results
Market attention is fixated on OpenAI’s hardware play (Jony Ive’s io acquisition for $6.4B, Foxconn partnership), but the AI hardware that’s actually selling is Meta’s Ray-Ban smart glasses.
- Ray-Ban Meta: 2M+ cumulative units sold; Q2 2025 sales tripled QoQ
- Ray-Ban Display ($799): US demand exceeded supply → UK, France, Italy, Canada launches postponed; waitlists extend through end of 2026
- EssilorLuxottica reviewing capacity expansion from 10M to 20–30M units/year (Bloomberg)
- All this demand before Avocado (next-gen LLM) has even been integrated
Meanwhile, OpenAI hardware remains at prototype stage; court filings indicate customer shipments delayed to post-February 2027.The key differentiator: Meta’s partnership with EssilorLuxottica — the world’s largest eyewear company — secured a form factor people actually wear in public. Compare this to Google Glass, which failed largely on social acceptability. The Ray-Ban brand itself is a moat.
-----## 3. Ad CPM Upside Potential
Per The Information: OpenAI is pricing ChatGPT ads at ~$60 CPM — roughly 3x Meta’s average of $10–20. OpenAI’s rationale: a “high-intent” environment commands a premium.
But OpenAI still lacks basic ad infrastructure (only high-level metrics like total impressions/clicks; no conversion tracking; $200K minimum commitment). Meta’s decades of precision targeting and conversion attribution remain assets OpenAI simply doesn’t have.
Add AI-driven hyper-personalization → contextual awareness, real-time interest signals, purchase-journey stage optimization → meaningful room to push current $10–20 CPMs higher.
Even without reaching $60, a move to the $30–40 range would be transformative against Meta’s ~$160B annual ad revenue base — potentially unlocking tens of billions in incremental revenue. Ray-Ban glasses could also emerge as an entirely new ad channel via location-based AI ads and gaze-tracking engagement metrics.
$META
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Offshore
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The Transcript
Moody's CEO: "Our 2025 results demonstrate the tremendous demand for Moody’s solutions..."
$MCO: +3% Pre-Market https://t.co/5Fe4Kr0QSI
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Moody's CEO: "Our 2025 results demonstrate the tremendous demand for Moody’s solutions..."
$MCO: +3% Pre-Market https://t.co/5Fe4Kr0QSI
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