Offshore
Jukan Apparently memory makers are trying to keep LTAs as short as possible. And even when they do sign LTAs, they're locking in contracts with "non-cancellable, non-returnable terms and no price negotiation" lol Supply Shortage Reshapes LTA Dynamics… Contract…
Even as consumer electronics demand slows, semiconductor supply contracts are being maintained — and these contracts are, in turn, entrenching the supply shortage and price increases in a self-reinforcing cycle."
$MU $SNDK - Jukan tweet
$MU $SNDK - Jukan tweet
Offshore
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Moon Dev
quant zoom
our private quant zoom is starting at 7 am eastern
i will likely be live until about 11 am
if you get in before the end you get the free api key free ai access free quant app and all replays
join here https://t.co/JbJdIbW2p9
moon dev
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quant zoom
our private quant zoom is starting at 7 am eastern
i will likely be live until about 11 am
if you get in before the end you get the free api key free ai access free quant app and all replays
join here https://t.co/JbJdIbW2p9
moon dev
tweet
The Transcript
RT @TheTranscript_: $INTC CEO on cimpute demand:
"Almost every CEO, they call me, Lip-Bu, can I have more? I'm your friend. I'm your customer, the most important customer, I want to have more of that. So I think somehow it's kind of encouraging for me to see that compute has become very important."
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RT @TheTranscript_: $INTC CEO on cimpute demand:
"Almost every CEO, they call me, Lip-Bu, can I have more? I'm your friend. I'm your customer, the most important customer, I want to have more of that. So I think somehow it's kind of encouraging for me to see that compute has become very important."
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Offshore
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Benjamin Hernandez😎
NatWest agreed to buy wealth manager Evelyn Partners for $3.7B, highlighting consolidation in asset and advisory services. Investors are tracking margin pressure and scale benefits across fintech-led rivals.
$IBKR
$LPLA
$COIN https://t.co/KfedrPoCfu
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NatWest agreed to buy wealth manager Evelyn Partners for $3.7B, highlighting consolidation in asset and advisory services. Investors are tracking margin pressure and scale benefits across fintech-led rivals.
$IBKR
$LPLA
$COIN https://t.co/KfedrPoCfu
tweet
Offshore
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Michael Fritzell (Asian Century Stocks)
RT @InvestInJapan: This is highly relevant for CYND, for the first time Recruit disclosed their hot pepper beauty sales and GMV.
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RT @InvestInJapan: This is highly relevant for CYND, for the first time Recruit disclosed their hot pepper beauty sales and GMV.
リクルートがついにホットペッパービューティーの売上高を開示したんですが、ショックすぎて声でない。
ホットペッパービューティーの売上
・売上高：1,260億円
・ホトペ経由の予約流通総額：1.1兆円
美容サロン市場規模は2.7兆円。つまり40.7%の予約がホットペッパー経由らしい。 https://t.co/4CviWyKv8u tweet
Offshore
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Michael Fritzell (Asian Century Stocks)
RT @xruiztru: 6 year ago today, Dr. Li Wenliang passed away of COVID-19.
He warned the world about a virus outbreak in Wuhan. The government silenced him.
The rest is history. https://t.co/VuPOEDhZOp
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RT @xruiztru: 6 year ago today, Dr. Li Wenliang passed away of COVID-19.
He warned the world about a virus outbreak in Wuhan. The government silenced him.
The rest is history. https://t.co/VuPOEDhZOp
tweet
Offshore
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The Transcript
RT @TheTranscript_: $UBER CFO @_balaji_km: Uber's profit engine lies in smaller U.S. markets, not top cities
"this is a very, very common misconception. We've heard many times that Uber's profit pools are concentrated in the top cities, and it could not be further from the truth." https://t.co/KvEaIn4beM
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RT @TheTranscript_: $UBER CFO @_balaji_km: Uber's profit engine lies in smaller U.S. markets, not top cities
"this is a very, very common misconception. We've heard many times that Uber's profit pools are concentrated in the top cities, and it could not be further from the truth." https://t.co/KvEaIn4beM
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Moon Dev
Why I Fired My Dev Team: Using Claude’s New Agent Squads to Out-Code a $200k Salary
coding as we know it just ended because we finally moved from single agents to teams that can actually argue with each other to find the truth. most people are still stuck prompting a single window and waiting for a response but the real power shift is happening in the background where anthropic just dropped a way for machines to orchestrate themselves. i used to spend hundreds of thousands on developers for my apps because i thought i was not capable of doing it myself but now i realize that code is the ultimate equalizer if you just know how to point the tools in the right direction
you think you are fast now but wait until you see what happens when the ai stops waiting for your permission to move to the next task. the secret lies in a new experimental feature called agent teams which is essentially a squad of independent claude instances that share a task list and talk to each other directly. unlike the standard sub agents that just report back to a main boss these teammates have their own context windows and can challenge each other findings which means they catch bugs before you even see the first line of output
everyone wants to know how to actually use this in a way that makes money instead of just playing with new tech in a vacuum. if you have been following my journey you know i lost plenty of money to liquidations and over trading before i decided to automate everything because humans are just too emotional for the markets. this is why i decided to build a massive management system for my claude code sessions right inside my quant app because i was getting tired of losing my mind in twenty different terminal tabs. the problem with the current way we use these tools is the lack of organization which is the silent killer of any serious trading system
automation is the only way to survive the slaughterhouse of the modern markets but the tooling has to match the ambition. i am building this manager using electron and xterm js to create a real terminal experience that allows me to run multiple claude sessions in a flexible grid layout. instead of clicking through a mess of windows i can now see exactly what is happening across my entire stack in a four by four grid that shows me which agent is currently cooking and which one has finished its task. i even had the ai build a feature where the terminal border glows a soft yellow while it is working and then flashes green when the output is done so i can keep my eyes on the data
the window of opportunity we are in right now is completely subsidized by the big labs and if you are not taking advantage of it you are essentially leaving the greatest leverage in history on the table. people complain about two hundred dollars a month for a pro plan but they do not realize that we are basically getting free intelligence compared to what it will cost once the market settles. i am running these agent teams to build features in eight minutes that used to take me a week of back and forth with expensive contractors. it is all about the iteration to success mindset because you have to be willing to kill your old code the second a better path reveals itself
if you are still manual trading or manual coding you are basically bringing a knife to a drone fight and wondering why you keep getting liquidated. my name is moon dev and i believe that anyone can reach the top if they are willing to learn live and automate the boring parts of their life. we are keeping the interface minimal and developer focused with no bloat and no distractions because the goal is to earn by learning faster than the competition. the system persists all my project directories so i never have to setup my environment twice which saves me hours of cognitive load every single week
most people will see this new team feature and just keep using it for basic chat completions instead of building a whole management layer on top of it. we integrated hyperli[...]
Why I Fired My Dev Team: Using Claude’s New Agent Squads to Out-Code a $200k Salary
coding as we know it just ended because we finally moved from single agents to teams that can actually argue with each other to find the truth. most people are still stuck prompting a single window and waiting for a response but the real power shift is happening in the background where anthropic just dropped a way for machines to orchestrate themselves. i used to spend hundreds of thousands on developers for my apps because i thought i was not capable of doing it myself but now i realize that code is the ultimate equalizer if you just know how to point the tools in the right direction
you think you are fast now but wait until you see what happens when the ai stops waiting for your permission to move to the next task. the secret lies in a new experimental feature called agent teams which is essentially a squad of independent claude instances that share a task list and talk to each other directly. unlike the standard sub agents that just report back to a main boss these teammates have their own context windows and can challenge each other findings which means they catch bugs before you even see the first line of output
everyone wants to know how to actually use this in a way that makes money instead of just playing with new tech in a vacuum. if you have been following my journey you know i lost plenty of money to liquidations and over trading before i decided to automate everything because humans are just too emotional for the markets. this is why i decided to build a massive management system for my claude code sessions right inside my quant app because i was getting tired of losing my mind in twenty different terminal tabs. the problem with the current way we use these tools is the lack of organization which is the silent killer of any serious trading system
automation is the only way to survive the slaughterhouse of the modern markets but the tooling has to match the ambition. i am building this manager using electron and xterm js to create a real terminal experience that allows me to run multiple claude sessions in a flexible grid layout. instead of clicking through a mess of windows i can now see exactly what is happening across my entire stack in a four by four grid that shows me which agent is currently cooking and which one has finished its task. i even had the ai build a feature where the terminal border glows a soft yellow while it is working and then flashes green when the output is done so i can keep my eyes on the data
the window of opportunity we are in right now is completely subsidized by the big labs and if you are not taking advantage of it you are essentially leaving the greatest leverage in history on the table. people complain about two hundred dollars a month for a pro plan but they do not realize that we are basically getting free intelligence compared to what it will cost once the market settles. i am running these agent teams to build features in eight minutes that used to take me a week of back and forth with expensive contractors. it is all about the iteration to success mindset because you have to be willing to kill your old code the second a better path reveals itself
if you are still manual trading or manual coding you are basically bringing a knife to a drone fight and wondering why you keep getting liquidated. my name is moon dev and i believe that anyone can reach the top if they are willing to learn live and automate the boring parts of their life. we are keeping the interface minimal and developer focused with no bloat and no distractions because the goal is to earn by learning faster than the competition. the system persists all my project directories so i never have to setup my environment twice which saves me hours of cognitive load every single week
most people will see this new team feature and just keep using it for basic chat completions instead of building a whole management layer on top of it. we integrated hyperli[...]
Offshore
Moon Dev Why I Fired My Dev Team: Using Claude’s New Agent Squads to Out-Code a $200k Salary coding as we know it just ended because we finally moved from single agents to teams that can actually argue with each other to find the truth. most people are still…
quid data layers and liquidation trackers right next to the code terminals so i can monitor the market while the agents are building my next strategy. this is the convergence of high frequency data and high frequency development where the bottleneck is no longer the syntax but how fast you can think of the next experiment. learn baby learn so you can earn baby earn is the only philosophy that matters when the tools are moving this fast
the agents are now able to handle front end tasks and terminal setup in parallel without stepping on each other toes which is a massive leap forward. i had one agent working on the preload scripts while another was styling the collapsible sidebar and they coordinated the integration testing without me having to intervene once. this is why i say the tooling is now more important than the model itself because even a smart model is useless if it cannot interact with the real world efficiently. we are building a downloadable system that gives us institutional grade power from a home setup and that is the real magic of this era
don't get distracted by the hype of which model is one percent smarter when the real gains are in how you manage the agents you already have. i am sticking with anthropic for now because their tooling is light years ahead of the competitors who are just focusing on chat interfaces. by building a dedicated space for my code inside the quant app i have removed the friction that leads to procrastination and mistakes. it is a serious game and the markets do not care about your feelings so you might as well build a system that can outwork any human on the planet
the true equalizer is not just having the code but having the systems to manage that code at scale without losing your mind. we are just getting started with these agent teams and i can already see a future where i am managing an entire company worth of output from a single dashboard. stay focused on the fundamentals and keep moving forward because if you cannot fly you should run and if you cannot run you should crawl. by all means keep moving because the automated future is already here for those who are willing to build it
tweet
the agents are now able to handle front end tasks and terminal setup in parallel without stepping on each other toes which is a massive leap forward. i had one agent working on the preload scripts while another was styling the collapsible sidebar and they coordinated the integration testing without me having to intervene once. this is why i say the tooling is now more important than the model itself because even a smart model is useless if it cannot interact with the real world efficiently. we are building a downloadable system that gives us institutional grade power from a home setup and that is the real magic of this era
don't get distracted by the hype of which model is one percent smarter when the real gains are in how you manage the agents you already have. i am sticking with anthropic for now because their tooling is light years ahead of the competitors who are just focusing on chat interfaces. by building a dedicated space for my code inside the quant app i have removed the friction that leads to procrastination and mistakes. it is a serious game and the markets do not care about your feelings so you might as well build a system that can outwork any human on the planet
the true equalizer is not just having the code but having the systems to manage that code at scale without losing your mind. we are just getting started with these agent teams and i can already see a future where i am managing an entire company worth of output from a single dashboard. stay focused on the fundamentals and keep moving forward because if you cannot fly you should run and if you cannot run you should crawl. by all means keep moving because the automated future is already here for those who are willing to build it
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Moon Dev (@MoonDevOnYT) on X
Why I Fired My Dev Team: Using Claude’s New Agent Squads to Out-Code a $200k Salary
coding as we know it just ended because we finally moved from single agents to teams that can actually argue with each other to find the truth. most people are still stuck…
coding as we know it just ended because we finally moved from single agents to teams that can actually argue with each other to find the truth. most people are still stuck…
Offshore
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Illiquid
Following Nikkei's many articls, WSJ is now profiling Nittobo too. Resonac and Ajinomoto also get shout-outs.
https://t.co/yOvn0QvJQB
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Following Nikkei's many articls, WSJ is now profiling Nittobo too. Resonac and Ajinomoto also get shout-outs.
https://t.co/yOvn0QvJQB
tweet