AkhenOsiris
Goldman's Tony P on Hyperscalers:
"While I have little worry about the balance sheets or the earnings power of the Mag Seven, the market narrative has changed...the simplicity of the hyperscalers funding immense AI capex so easily from operating cash flow has changed.
Given questions around capex intensity, it's also hard for me to see the kind of upside convexity that we grew accustomed to in prior years. In the end, it will be a show-me story, with the onus on companies to attach revenue growth to spend."
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Goldman's Tony P on Hyperscalers:
"While I have little worry about the balance sheets or the earnings power of the Mag Seven, the market narrative has changed...the simplicity of the hyperscalers funding immense AI capex so easily from operating cash flow has changed.
Given questions around capex intensity, it's also hard for me to see the kind of upside convexity that we grew accustomed to in prior years. In the end, it will be a show-me story, with the onus on companies to attach revenue growth to spend."
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Offshore
Photo
Moon Dev
liquidated
this is the last time you ever need to get liquidated
you will not trade with emotions again
i am showing you step by step how to go from non coder to fully automated trader
everything is closing on thursday
do not miss your shot
join here https://t.co/EHUr5aAxhF
moon dev
tweet
liquidated
this is the last time you ever need to get liquidated
you will not trade with emotions again
i am showing you step by step how to go from non coder to fully automated trader
everything is closing on thursday
do not miss your shot
join here https://t.co/EHUr5aAxhF
moon dev
tweet
Offshore
Video
Moon Dev
Bots actually don’t revenge trade
So that right there should make you automate your trading
And will instantly make you more profitable. https://t.co/wjB2H6ztxq
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Bots actually don’t revenge trade
So that right there should make you automate your trading
And will instantly make you more profitable. https://t.co/wjB2H6ztxq
tweet
Offshore
Video
Moon Dev
Beyond The OpenClaw Hype: Why Most Developers Are Building "Janky" Paperweights Instead Of Alpha
everyone is losing their minds over openclaw right now but the reality is that most of them are setting themselves up for a massive headache. the promise of twenty four seven autonomous agents is incredible but if you don't understand the intelligence floor required for trading then you are just building a very expensive paperweight. i spent years in the trenches of manual trading losing money to liquidations and over trading because i thought i needed a fancy degree to actually win
i spent hundreds of thousands of dollars on developers because i was convinced i couldn't code myself and it was a massive waste of time and capital. i decided to learn live on youtube and iterate to success through sheer persistence until i reached a point where systems trade for me. code is the great equalizer because it allows a guy like me who was once held back in school to compete with the biggest firms on earth
most people spend their days debating whether to buy a mac mini or setup a linux box or stick with windows as if the hardware is the secret sauce. while they are busy arguing over operating systems i am already running five agents and collecting data on what actually moves the needle in the markets. the real friction isn't your equipment but your inability to move quickly and start tinkering with the vision while others are still reading the documentation
if you are trying to run a trading system with anything less than opus four point five then you are essentially trying to win a formula one race with a lawnmower engine. lower models are janky as hell and will hallucinate your logic until your balance hits zero without you even realizing what happened. there is a specific reasoning threshold where these agents go from being a nuisance to actually becoming your most valuable employees
the real secret to the game isn't just having a bot that follows rules but building a research based inference agent that can backtest ideas autonomously. most traders fail because the distance between a raw idea and a validated backtest is too long for a human brain to bridge consistently. i built a system where my agents do the heavy lifting of research and backtesting eighteen data sources simultaneously while i focus on the strategy
when you stop worrying about perfection and start focusing on iteration you finally understand why the big firms have been winning for so long. they aren't smarter than you but they have systems that don't sleep or get emotional during a massive market dump. the goal is to have an army of digital researchers working for you twenty four seven so that you can focus on building the next evolution of your trading empire
we are living in a time where the solo developer can outpace a small hedge fund simply by leveraging the right agentic frameworks and reasoning models. it isn't always pretty and most of the time the process is still quite janky as we push the boundaries of what is possible with autonomous systems. but if you are willing to deal with the jank and keep refining your logic then you will eventually find the thread that leads to profitability
code allowed me to step off the treadmill of manual trading and finally find peace in a market that is designed to eat you alive. i share everything live because i want people to see that you don't need a computer science degree to take control of your financial destiny. once you stop waiting for others to build your vision you will realize that you were the one holding the keys to the kingdom the entire time
tweet
Beyond The OpenClaw Hype: Why Most Developers Are Building "Janky" Paperweights Instead Of Alpha
everyone is losing their minds over openclaw right now but the reality is that most of them are setting themselves up for a massive headache. the promise of twenty four seven autonomous agents is incredible but if you don't understand the intelligence floor required for trading then you are just building a very expensive paperweight. i spent years in the trenches of manual trading losing money to liquidations and over trading because i thought i needed a fancy degree to actually win
i spent hundreds of thousands of dollars on developers because i was convinced i couldn't code myself and it was a massive waste of time and capital. i decided to learn live on youtube and iterate to success through sheer persistence until i reached a point where systems trade for me. code is the great equalizer because it allows a guy like me who was once held back in school to compete with the biggest firms on earth
most people spend their days debating whether to buy a mac mini or setup a linux box or stick with windows as if the hardware is the secret sauce. while they are busy arguing over operating systems i am already running five agents and collecting data on what actually moves the needle in the markets. the real friction isn't your equipment but your inability to move quickly and start tinkering with the vision while others are still reading the documentation
if you are trying to run a trading system with anything less than opus four point five then you are essentially trying to win a formula one race with a lawnmower engine. lower models are janky as hell and will hallucinate your logic until your balance hits zero without you even realizing what happened. there is a specific reasoning threshold where these agents go from being a nuisance to actually becoming your most valuable employees
the real secret to the game isn't just having a bot that follows rules but building a research based inference agent that can backtest ideas autonomously. most traders fail because the distance between a raw idea and a validated backtest is too long for a human brain to bridge consistently. i built a system where my agents do the heavy lifting of research and backtesting eighteen data sources simultaneously while i focus on the strategy
when you stop worrying about perfection and start focusing on iteration you finally understand why the big firms have been winning for so long. they aren't smarter than you but they have systems that don't sleep or get emotional during a massive market dump. the goal is to have an army of digital researchers working for you twenty four seven so that you can focus on building the next evolution of your trading empire
we are living in a time where the solo developer can outpace a small hedge fund simply by leveraging the right agentic frameworks and reasoning models. it isn't always pretty and most of the time the process is still quite janky as we push the boundaries of what is possible with autonomous systems. but if you are willing to deal with the jank and keep refining your logic then you will eventually find the thread that leads to profitability
code allowed me to step off the treadmill of manual trading and finally find peace in a market that is designed to eat you alive. i share everything live because i want people to see that you don't need a computer science degree to take control of your financial destiny. once you stop waiting for others to build your vision you will realize that you were the one holding the keys to the kingdom the entire time
tweet