Michael Fritzell (Asian Century Stocks)
RT @nothingbutjp: SONY $6758.T - the most mis-priced Japanese large cap trading at 13x ev/ebit, while painting record OP and authorizing additional buybacks in Q3. Profit growth driven by higher-quality IP, semi concerns overblown. Near-term non-cash optics on Sony FG spin-off caused sell-off. https://t.co/QWMfmzlkCr
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Jukan
>> "Wavering" in DDR4 Memory Prices at Shenzhen Huaqiangbei Electronics Market

- Recent reports indicate that DDR4 memory prices have begun to soften slightly or enter an adjustment phase at Huaqiangbei (华强北), China's largest electronics wholesale and retail market.

- According to industry sources and market data, DDR4 8GB and 16GB products—which had previously surged in price—are now showing signs of correction from their elevated levels. Some vendors reported that 8GB product prices have dropped by several tens of yuan from their previous highs, while 16GB products are also undergoing price adjustments at certain spot-sale outlets. However, this correction is being interpreted not as a broad "crash," but rather as limited price flexibility within the higher price range.

- Industry analysts attribute these movements largely to inventory turnover and cash flow needs ahead of the Lunar New Year holiday. An increasing number of distributors are offloading existing inventory at lower prices to improve cash circulation, resulting in modest pullbacks from peak levels. That said, many caution that it would be premature to view this as a definitive downtrend, noting that the structural supply shortage underpinning DDR4 memory price increases remains intact.
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The Transcript
Blue Owl only sees pristine credit metrics in tech even as markets flash warnings:

"“Tech lending has worked, continues to work...We don’t have red flags. In point of fact, we don’t have yellow flags. We actually have largely green flags."

$OWL https://t.co/sHtqAPpuEp
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Michael Fritzell (Asian Century Stocks)
Fascinating how much Singapore interest rates have come down... back to normal https://t.co/xwDeGzsS1s
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God of Prompt
RT @alex_prompter: OpenClaw broke the internet

But you DON'T need to setup any servers to use it

Here's the easiest way to run OpenClaw on a website

No Mac Minis required https://t.co/6xspOtHaxT
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God of Prompt
RT @godofprompt: Claude Opus 4.6 is a monster.

I just used it for:

- automating marketing tasks
- building full websites and apps
- writing viral X threads, LinkedIn posts, and YouTube scripts

And it did all this in minutes.

Here are 10 prompts you can steal to unlock its full potential: https://t.co/bpXZy0CfyK
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Illiquid
The party for industrials continues. $iesc https://t.co/y3i4B1ZaZh

$etn and $hubb leading indicators for $iesc. - Illiquid
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God of Prompt
RT @rryssf_: you can scroll x.
you can watch netflix.
you can play video games.

or you can watch this AI masterclass and learn 👇

Please enjoy this Cheeky Pint / @dwarkesh_sp crossover with @elonmusk.

Dwarkesh was most interested in how Elon is going to make space datacenters work. I was most interested in Elon's method for attacking hard technical problems, and why it hasn’t been replicated as much as you might expect. But we got into plenty of topics in this three-hour session.

00:00:23 Space GPUs
00:35:39 Alignment
00:58:48 xAI
01:15:01 Optimus
01:28:03 China
01:40:46 Management
02:16:38 DOGE
02:34:58 Space GPUs redux - John Collison
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Moon Dev
Code Is the Great Equalizer: The Full Tutorial on Escaping TradingView for Total Bot Control

most traders are stuck inside the gold cage of tradingview without realizing they are one conversion away from owning the house instead of just playing in it. the truth is that pinescript is a great starting point but it limits your ability to truly scale into the world of high frequency and complex data layers.

i used to spend hundreds of thousands on developers because i thought i was not smart enough to code the systems i needed to stop getting liquidated. eventually i realized that code is the great equalizer and if i did not learn it myself i would always be at the mercy of someone else's timeline.

there is a specific symbol in pinescript that ruins ninety percent of automation attempts and i am going to show you exactly how to bypass it. if you have ever tried to move a strategy from a chart to a bot you probably realized that the logic does not always translate one to one.

pinescript uses a very specific way of overriding variables with the colon and equal sign which is something most beginners completely miss when moving to python. in python we just use a simple equal sign to assign a value but in the world of tradingview you have to be intentional about when you are reassignment a value versus creating a new one.

when i was losing money over trading it was because i could not control my emotions and the only way to fix that was to remove myself from the equation entirely. building a bot is not just about the entries and exits but about creating a system that iterates to success without you clicking buttons in a panic.

everyone talks about the strategy but nobody mentions the data layer that actually lets you see what other people are doing in the market. if you are just looking at a simple moving average you are playing the same game as everyone else who is destined to lose their shirt.

we use libraries like pandas and technical analysis tools in python to build out our dataframes because it gives us a level of precision you just cannot get on a browser. by pulling in the ema and the wilders period directly into a script you start to see the market as a series of mathematical certainties rather than a guessing game.

you think your code is working perfectly until you hit the crossover bug that stops every automated system in its tracks. many people assume they can just use a simple greater than sign to detect a cross but that is how you end up with hundreds of false signals that drain your account.

to get a real crossover you have to compare the current value to the previous value which means you are looking at index negative one and negative two in your dataframe. it sounds simple until you are deep in the code trying to align your logic with the way tradingview calculates its internal series.

i decided to learn all of this live on youtube because i wanted people to see the real struggle of being an algorithmic trader. it is not all winning trades and clean code because sometimes you spend two hours just trying to install a library like ta lib on a mac.

the reality of this business is that you will get distracted by other bots running in the background and you will run into errors that make no sense at three in the morning. but if you stay consistent and keep iterating you eventually reach the point where the system trades for you while you sleep.

there is a hidden reason why most people fail at this and it has nothing to do with their math skills or their trading strategy. it comes down to the simple fact that they give up the moment the environment setup gets difficult or a library refuses to install correctly.

i spent my time troubleshooting these things because i knew that once the bridge between pinescript and python was built i would have an unfair advantage. moving your logic into a dedicated server means you are no longer limited by your internet connection or a browser tab being open.

if you want to stop the [...]

cycle of liquidation you have to treat your trading like a software engineering problem rather than a trip to the casino. the transition from a script to a fully automated bot is the only way to ensure that your risk management is actually being followed.

once you have your bands and your rsi indices calculated in a clean python script the world of machine learning and ai starts to open up to you. you can begin to feed this data into models that predict volatility or identify regimes that a simple pinescript indicator would never catch.

the reason i share all of this is because i know what it feels like to be on the wrong side of a trade wishing you had a machine to pull you out. code truly is the great equalizer and once you master the conversion process you are no longer just a trader but a builder of systems.

if you have been following along you now understand the core mechanics of moving logic from a chart into a production environment. the next step is connecting this logic to an exchange api so the bot can actually execute the orders it is calculating.

most people will read this and go back to manual trading because it feels safer but the real risk is staying stagnant in a market that is increasingly automated. i am building these tools every day because i refuse to let a human error be the reason i lose the money i worked so hard for.

take the logic you have built and start small with a paper trading account to see how the conversion actually handles live market data. the transition is not always easy but it is the only path forward if you want to compete with the quants and the institutions who already have these systems in place
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