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DAIR.AI
RT @omarsar0: New research from Google DeepMind.
Really good read to understand what's ahead with AI agents.
It introduces a comprehensive framework for intelligent AI delegation, a sequence of decisions involving task allocation that also incorporates transfer of authority, responsibility, accountability, clear role specifications, and mechanisms for establishing trust between parties.
Why does it matter?
As AI agents move from isolated assistants to participants in complex delegation networks and virtual economies, the absence of robust delegation protocols introduces significant societal risks.
This framework aims to inform the development of protocols for the emerging agentic web.
Paper: https://t.co/lor2f3JwZw
Learn to build effective AI agents in our academy: https://t.co/1e8RZKs4uX
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RT @omarsar0: New research from Google DeepMind.
Really good read to understand what's ahead with AI agents.
It introduces a comprehensive framework for intelligent AI delegation, a sequence of decisions involving task allocation that also incorporates transfer of authority, responsibility, accountability, clear role specifications, and mechanisms for establishing trust between parties.
Why does it matter?
As AI agents move from isolated assistants to participants in complex delegation networks and virtual economies, the absence of robust delegation protocols introduces significant societal risks.
This framework aims to inform the development of protocols for the emerging agentic web.
Paper: https://t.co/lor2f3JwZw
Learn to build effective AI agents in our academy: https://t.co/1e8RZKs4uX
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God of Prompt
How to Build an AI Agent to Automate SEO & Content
Essential for scaling your online presence.
• Automate SEO tasks
• Perform keyword research
• Analyze competitors
🔗 Click below to read more:
https://t.co/0aPOvVaCLU https://t.co/rBAUm6tkfq
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How to Build an AI Agent to Automate SEO & Content
Essential for scaling your online presence.
• Automate SEO tasks
• Perform keyword research
• Analyze competitors
🔗 Click below to read more:
https://t.co/0aPOvVaCLU https://t.co/rBAUm6tkfq
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Dimitry Nakhla | Babylon Capital®
20 Quality Stocks Down ≥20% From Highs — Now in Their Own Bear Markets 🐻
1. $ISRG -21%
2. $TDG -21%
3. $MCO -21%
4. $NDAQ -21%
5. $AMZN -22%
6. $MELI -24%
7. $MSFT -26%
8. $SPGI -27%
9. $BKNG -29%
10. $UBER -30%
11. $BSX -31%
12. $SNPS -32%
13. $RACE -34%
14. $PLTR -37%
15. $BMI -39%
16. $NFLX -43%
17. $FICO -44%
18. $APP -47%
19. $NOW -54%
20. $CSU -55%
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20 Quality Stocks Down ≥20% From Highs — Now in Their Own Bear Markets 🐻
1. $ISRG -21%
2. $TDG -21%
3. $MCO -21%
4. $NDAQ -21%
5. $AMZN -22%
6. $MELI -24%
7. $MSFT -26%
8. $SPGI -27%
9. $BKNG -29%
10. $UBER -30%
11. $BSX -31%
12. $SNPS -32%
13. $RACE -34%
14. $PLTR -37%
15. $BMI -39%
16. $NFLX -43%
17. $FICO -44%
18. $APP -47%
19. $NOW -54%
20. $CSU -55%
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $APP CAGR Potential based on 2028 EPS estimates & different multiples:
Dec 2026: $15.68 (+67% YoY)
Dec 2027: $19.93 (+27% YoY)
Dec 2028: $25.80 (+29%)
CAGR assuming 2028 EPS Est:
26x → 20.6%
25x → 19.0%
24x → 17.3%
23x → 15.6%
22x → 13.8%
21x → 12.0%
20x → 10.1% https://t.co/TPT2n7QBnh
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RT @DimitryNakhla: $APP CAGR Potential based on 2028 EPS estimates & different multiples:
Dec 2026: $15.68 (+67% YoY)
Dec 2027: $19.93 (+27% YoY)
Dec 2028: $25.80 (+29%)
CAGR assuming 2028 EPS Est:
26x → 20.6%
25x → 19.0%
24x → 17.3%
23x → 15.6%
22x → 13.8%
21x → 12.0%
20x → 10.1% https://t.co/TPT2n7QBnh
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Illiquid
As usual some of my readers are doing better at these trades than I am. WHA Corp is perceived as a data center winner in Thailand. https://t.co/S42pAIcZqg
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As usual some of my readers are doing better at these trades than I am. WHA Corp is perceived as a data center winner in Thailand. https://t.co/S42pAIcZqg
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Offshore
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Moon Dev
We are about to be so rich
Openclaw on 3 mac minis
And 3 MacBook pros
Next up… 300 virtual private servers
People who don’t know how to code will be left behind
Noobs will try to install openclaw and get rekt or embarrassed
Things are accelerating https://t.co/G86LqW2UyB
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We are about to be so rich
Openclaw on 3 mac minis
And 3 MacBook pros
Next up… 300 virtual private servers
People who don’t know how to code will be left behind
Noobs will try to install openclaw and get rekt or embarrassed
Things are accelerating https://t.co/G86LqW2UyB
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Offshore
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Illiquid
At the six month mark, Stratechery had an ARR of US$ 100,000.
I have 1.5 weeks to catch him. Very close now after selling my first S$ 8,888 founding member tier on the back of my last two posts. 🔥 https://t.co/wcfDM10LZx
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At the six month mark, Stratechery had an ARR of US$ 100,000.
I have 1.5 weeks to catch him. Very close now after selling my first S$ 8,888 founding member tier on the back of my last two posts. 🔥 https://t.co/wcfDM10LZx
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DAIR.AI
RT @omarsar0: the crazy part is that openclaw is just touching the surface of what proactive agents can do
if you are mindblown already, just wait and see what's coming in the next couple of months
i don't use openclaw but i've been building my own proactive agent nonstop
there are higher levels of working with agents that remain to be unlocked
but don't get locked in
if you are a builder, i suggest trying to build your own harness or proactive agents now so you are in more control and can best leverage new model releases and capabilities as they drop.
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RT @omarsar0: the crazy part is that openclaw is just touching the surface of what proactive agents can do
if you are mindblown already, just wait and see what's coming in the next couple of months
i don't use openclaw but i've been building my own proactive agent nonstop
there are higher levels of working with agents that remain to be unlocked
but don't get locked in
if you are a builder, i suggest trying to build your own harness or proactive agents now so you are in more control and can best leverage new model releases and capabilities as they drop.
Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our product offerings.
OpenClaw will live in a foundation as an open source project that OpenAI will continue to support. The future is going to be extremely multi-agent and it's important to us to support open source as part of that. tweet
X (formerly Twitter)
Sam Altman (@sama) on X
Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly…
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The Transcript
$ABN CEO: AI models are commoditized & Airbnb will win through specialization & post-training on proprietary interactions.
"The models on ChatGPT...Gemini...Claude, and...Kiwi are available to every single company. And so pretty soon, every company becomes an AI platform if they make the shift"
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$ABN CEO: AI models are commoditized & Airbnb will win through specialization & post-training on proprietary interactions.
"The models on ChatGPT...Gemini...Claude, and...Kiwi are available to every single company. And so pretty soon, every company becomes an AI platform if they make the shift"
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: What helped make Amazon so successful — persistent, large-scale reinvestment — now appears to be the very source of discomfort for some investors.
___
I’d argue it’s largely a function of fear around the unknown / uncertainty.
On the surface, the concern is understandable. But historically, wouldn’t you want a business with a long track record of disciplined, high-return reinvestment to continue investing heavily?
Over time, Amazon has demonstrated itself to be a strong steward of capital. Patient shareholders who looked through near-term noise have been rewarded accordingly.
$AMZN
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RT @DimitryNakhla: What helped make Amazon so successful — persistent, large-scale reinvestment — now appears to be the very source of discomfort for some investors.
___
I’d argue it’s largely a function of fear around the unknown / uncertainty.
On the surface, the concern is understandable. But historically, wouldn’t you want a business with a long track record of disciplined, high-return reinvestment to continue investing heavily?
Over time, Amazon has demonstrated itself to be a strong steward of capital. Patient shareholders who looked through near-term noise have been rewarded accordingly.
$AMZN
It will always amaze me how armchair experts will claim big tech is wasting money on all this capex with “unknown” ROI
Meanwhile $AMZN straight up says they WILL be capacity constrained for years… tweet
X (formerly Twitter)
Aria Radnia 🇮🇷 (@QualityInvest5) on X
It will always amaze me how armchair experts will claim big tech is wasting money on all this capex with “unknown” ROI
Meanwhile $AMZN straight up says they WILL be capacity constrained for years…
Meanwhile $AMZN straight up says they WILL be capacity constrained for years…
Moon Dev
The 118,000% Alpha: Building a High-Frequency AI Trading Floor with Claude Code
if you think claude code is just for writing simple scripts then you are already losing to the bots that are hunting your liquidity right now. most traders are still clicking buttons while i have an ai employee running backtests on twenty eight different data sources simultaneously. i am going to show you how a strategy that returned over four hundred thousand percent was built in minutes using a secret sub agent workflow
most people treat ai like a chatbot but i treat it like a quant architect that builds systems better than the devs i used to pay hundreds of thousands of dollars. there is one specific indicator combo that actually survived a stress test across tesla and bitcoin at the same time and i will reveal that logic further down. we have to talk about why your current backtests are probably lying to you before we get into the code
my name is moon dev and i truly believe that code is the great equalizer in this world. for years i was the guy getting liquidated and overtrading because i was letting my emotions drive the wheel. i spent an insane amount of money hiring developers to build apps for me because i thought i was not smart enough to code myself. through that pain i realized that if i wanted to win i had to automate everything and learn to do it live on youtube for the world to see
the secret to trading with claude code is not asking it for a strategy but using it to build a backtest architect. this sub agent acts as a consistent employee that understands how to test against massive datasets without getting tired. it allows me to iterate through hundreds of ideas in the time it used to take me to write one single line of python. this is how i found the strategy that hit a one hundred and eighteen thousand percent return on a single run
there is a massive trap that almost every beginner falls into when they start using ai for trading. they find a strategy that looks amazing on one chart and they think they found the holy grail of wealth. that is usually just a lucky fluke or a curve fit mess that will blow up your account next week. the real secret to staying alive is the multi data testing system that claude built for me today
we test every single idea against bitcoin and ethereum and solana but we also throw in apple and tesla and nvidia. if a strategy only works on crypto it is probably just riding a trend that is already over. i want to find the logic that is robust enough to handle the volatility of a meme coin and the steady grind of a blue chip stock. this is the only way to prove that the code actually has an edge in the market
before we dive into the kalman filter logic i have to tell you about the dca bot i have running on solana right now. it is called housecoin and the thesis behind it is either going to make me a genius or leave me with nothing. it is buying every time we are under the five minute sma and i have been checking the transactions live. i will explain the risk management behind this "all or nothing" play shortly but first we need to look at the winners
the winner of today was the acceleration bands combined with a kalman filter. the kalman filter is incredible because it helps remove the noise and lag that you get with standard moving averages. most indicators repaint which means they change their past values to look better after the price has already moved. the way i have implemented this filter prevents that trap so the results you see in the backtest are actually tradable
when we ran the acceleration bands across the hourly nvidia chart it returned over two hundred percent while the underlying asset was down forty percent. that is a massive alpha gap that most people will never see because they are stuck using standard rsi settings. i have found that adding a volatility breakout with atr to this setup helps catch the moves that the banks are trying to hide. the math behind the atr breakout is what kept me from ge[...]
The 118,000% Alpha: Building a High-Frequency AI Trading Floor with Claude Code
if you think claude code is just for writing simple scripts then you are already losing to the bots that are hunting your liquidity right now. most traders are still clicking buttons while i have an ai employee running backtests on twenty eight different data sources simultaneously. i am going to show you how a strategy that returned over four hundred thousand percent was built in minutes using a secret sub agent workflow
most people treat ai like a chatbot but i treat it like a quant architect that builds systems better than the devs i used to pay hundreds of thousands of dollars. there is one specific indicator combo that actually survived a stress test across tesla and bitcoin at the same time and i will reveal that logic further down. we have to talk about why your current backtests are probably lying to you before we get into the code
my name is moon dev and i truly believe that code is the great equalizer in this world. for years i was the guy getting liquidated and overtrading because i was letting my emotions drive the wheel. i spent an insane amount of money hiring developers to build apps for me because i thought i was not smart enough to code myself. through that pain i realized that if i wanted to win i had to automate everything and learn to do it live on youtube for the world to see
the secret to trading with claude code is not asking it for a strategy but using it to build a backtest architect. this sub agent acts as a consistent employee that understands how to test against massive datasets without getting tired. it allows me to iterate through hundreds of ideas in the time it used to take me to write one single line of python. this is how i found the strategy that hit a one hundred and eighteen thousand percent return on a single run
there is a massive trap that almost every beginner falls into when they start using ai for trading. they find a strategy that looks amazing on one chart and they think they found the holy grail of wealth. that is usually just a lucky fluke or a curve fit mess that will blow up your account next week. the real secret to staying alive is the multi data testing system that claude built for me today
we test every single idea against bitcoin and ethereum and solana but we also throw in apple and tesla and nvidia. if a strategy only works on crypto it is probably just riding a trend that is already over. i want to find the logic that is robust enough to handle the volatility of a meme coin and the steady grind of a blue chip stock. this is the only way to prove that the code actually has an edge in the market
before we dive into the kalman filter logic i have to tell you about the dca bot i have running on solana right now. it is called housecoin and the thesis behind it is either going to make me a genius or leave me with nothing. it is buying every time we are under the five minute sma and i have been checking the transactions live. i will explain the risk management behind this "all or nothing" play shortly but first we need to look at the winners
the winner of today was the acceleration bands combined with a kalman filter. the kalman filter is incredible because it helps remove the noise and lag that you get with standard moving averages. most indicators repaint which means they change their past values to look better after the price has already moved. the way i have implemented this filter prevents that trap so the results you see in the backtest are actually tradable
when we ran the acceleration bands across the hourly nvidia chart it returned over two hundred percent while the underlying asset was down forty percent. that is a massive alpha gap that most people will never see because they are stuck using standard rsi settings. i have found that adding a volatility breakout with atr to this setup helps catch the moves that the banks are trying to hide. the math behind the atr breakout is what kept me from ge[...]