Offshore
Video
Moon Dev
RT @gavelsvtw: Devs are leaking their Polymarket bots
While everyone else is asking how to build one and earn passively
People who actually cracked it are doing the opposite
They’re dumping the edge before it disappears and print money on @Polymarket
‘moondev’ built one of the fastest bots out there using Opus 4.5
Instead of flexing it, he tore it apart in public and showed exactly how these bots work
- scan markets 24/7
- buy at the lowest possible price
- sell with limit orders into the spread
- repeat it a thousand times
THE RESULTS? - 1266% ROI
That’s the part people miss
By showing the process, he also revealed the secret
EXECUTION BEATS IDEAS
Once the secret is public, the edge compresses fast
What’s interesting is that this strategy is already being used elsewhere
I found a bot running the same playbook
trader 'distinct-baguette'
- joined 2 months ago
- over 21,000 predictions
- $350,000 PnL
No narratives. No prediction skill
Just relentless execution
Buy better than everyone else. Sell higher than everyone else. Let the code do the work
That’s why devs are stepping away. Once enough people understand how this really works, it stops working
Before you make your bot, ask yourself
Do you want to learn how bots used to make money or figure out where the next edge is before it gets dumped too?
tweet
RT @gavelsvtw: Devs are leaking their Polymarket bots
While everyone else is asking how to build one and earn passively
People who actually cracked it are doing the opposite
They’re dumping the edge before it disappears and print money on @Polymarket
‘moondev’ built one of the fastest bots out there using Opus 4.5
Instead of flexing it, he tore it apart in public and showed exactly how these bots work
- scan markets 24/7
- buy at the lowest possible price
- sell with limit orders into the spread
- repeat it a thousand times
THE RESULTS? - 1266% ROI
That’s the part people miss
By showing the process, he also revealed the secret
EXECUTION BEATS IDEAS
Once the secret is public, the edge compresses fast
What’s interesting is that this strategy is already being used elsewhere
I found a bot running the same playbook
trader 'distinct-baguette'
- joined 2 months ago
- over 21,000 predictions
- $350,000 PnL
No narratives. No prediction skill
Just relentless execution
Buy better than everyone else. Sell higher than everyone else. Let the code do the work
That’s why devs are stepping away. Once enough people understand how this really works, it stops working
Before you make your bot, ask yourself
Do you want to learn how bots used to make money or figure out where the next edge is before it gets dumped too?
tweet
Offshore
Photo
God of Prompt
RT @rryssf_: Holy shit... everyone's been prompting LLMs wrong and it's costing them 66% of the model's creative potential.
Stanford + Northeastern dropped a paper that exposes why ChatGPT keeps giving you the same boring answer.
The fix is so simple it's embarrassing: https://t.co/ZS9id6Isc9
tweet
RT @rryssf_: Holy shit... everyone's been prompting LLMs wrong and it's costing them 66% of the model's creative potential.
Stanford + Northeastern dropped a paper that exposes why ChatGPT keeps giving you the same boring answer.
The fix is so simple it's embarrassing: https://t.co/ZS9id6Isc9
tweet
Offshore
Video
Moon Dev
jumping in the zoom now
replay if you are there by the end
free api key too https://t.co/O8LlPdYKPr
tweet
jumping in the zoom now
replay if you are there by the end
free api key too https://t.co/O8LlPdYKPr
tweet
Dimitry Nakhla | Babylon Capital®
20 Quality Stocks With Estimated EPS CAGR >15% Over Next 3 Years 💸
1. $MA +15%
2. $GE +15%
3. $SNPS +15%
4. $ABNB +17%
5. $ASML +17%
6. $LRCX +17%
7. $HWM +18%
8. $MSFT +18%
9. $TDG +18%
10. $TSM +18%
11. $ANET +20%
12. $NFLX +21%
13. $AMZN +22%
14. $FTAI +24%
15. $FICO +26%
16. $APP +28%
17. $NVDA +33%
18. $AVGO +37%
19. $MELI +41%
20. $GEV +62%
tweet
20 Quality Stocks With Estimated EPS CAGR >15% Over Next 3 Years 💸
1. $MA +15%
2. $GE +15%
3. $SNPS +15%
4. $ABNB +17%
5. $ASML +17%
6. $LRCX +17%
7. $HWM +18%
8. $MSFT +18%
9. $TDG +18%
10. $TSM +18%
11. $ANET +20%
12. $NFLX +21%
13. $AMZN +22%
14. $FTAI +24%
15. $FICO +26%
16. $APP +28%
17. $NVDA +33%
18. $AVGO +37%
19. $MELI +41%
20. $GEV +62%
tweet
Offshore
Photo
memenodes
You can’t post a random tattoo picture and expect people to understand it https://t.co/DGtz0vATRY
tweet
You can’t post a random tattoo picture and expect people to understand it https://t.co/DGtz0vATRY
tweet
Offshore
Video
memenodes
the brokest nigga you know will post some shit like this on his story https://t.co/fI8xpASsDi
tweet
the brokest nigga you know will post some shit like this on his story https://t.co/fI8xpASsDi
tweet
Offshore
Photo
Illiquid
This post has copped some criticism. The counterpoint is that this platform is full of big accounts pushing the same names. @aleabitoreddit offers original takes on under the radar names. It’s on you to invest responsibly - most of it in index funds, nothing more than you can afford to lose, and with your own dd.
I've initiated a position in $VLN ($155M MC).
This one is wild.
Valens is a AI semi for self-driving cars and robotics.
I've found that markets messed up on VLS from a ticker collision data error.
And missed new CES 2026 info this week.
VLN has:
1. $93.5M in Cash, 0 Debt.
2. ~$11M inventory
3. High gross margins ~69.1% (CIB/ProAV) margins, 43.2% automotive.
and projected to do $70M+ revenue with blended 63-65% gross margins, jumping from 43% from their automotive pivot from CES.
At $155M MC. What?
This just looked way too off at first glance, so I had to do more research, whether it was revenue collapse, dilution, cashflow problems, or regulatory risk.
What happened?
The mispricing was from an analyst/scanner typo regarding a $82M "inventory burn":
VLN is effectively a company with $93.5M Cash and Zero Debt for an EV of ~$65M, while the market has punished it for an "inventory crisis" that literally does not exist.
Streetwise's analysis + other scanners around Nov 13, 2025 typo'ed their report when they erroneously stated: "Inventory of US$82 million remained in line with the end of the second quarter".
The market and algorithms that scan for the reports thinks $VLN is sitting on >1 year of dead inventory ($82M) and burnt through their $93.5M cashpile on unsold chips.
We can mathematically prove this is a typo using the company's official Q3 2025 balance sheet:
Total Assets: $136.7M
Cash: ~$93.5M
Remaining Room for Assets: $136.7M - $93.5M = $43.2M.
If inventory were actually $82M, Total Assets would have to be at least $175M ($93M cash + $82M inv). This inventory figure is mathematically impossible.
After looking at their financial reports, they are sitting on just ~2 months of inventory ($11M), only selling what they make.
The analyst + algorithms wrote spread the report confused Valens Semiconductor (VLN) with Velan Inc. (https://t.co/oJVlzuwtoL), a Canadian industrial valve manufacturer (with that inventory amount).
Even LLMs that read this, completely messed up and required manual review.
$VLN actually only has ~$11M in inventory as a fabless chip company and did not burn through $82M.
This looks like a genuine market inefficiency because you are looking at a clean balance sheet ($93M cash, $11M inventory, $0 debt) that has been artificially suppressed because of $82M cash burn fears on dead inventory due to the type.
_
Now, the secondary aspect is new CES information that came out.
$VLN spent years and millions on R&D for DSP engines for Mercedes, which presented single customer concentration risk for the automotive segment.
But from the CES release this week, they've effectively took the same that exact same engine, and managed to sell it to many hot verticals that have the exact same physics problem. They've also managed to scale their previous automotive segment with new T1 automotive OEMs.
But regarding their (VS6320 vs. VA7000) chipset, they are using the same Core IP (DSP).
Medical Chip: They took the same engine from the auto chip and stripped out the car-specific features to create a Extender for the medical segment .
And my favorite is the Machine Vision/Robotics vertical:
The new information is that with the RGo Robotics partnership they announced, RGo integrated Valens chips which allowed RGo to design robots where the cameras are far away from the brain without signal loss. And at CES they also announced one with CIS Corporation (a Japanese camera maker) for another specific robotics win.
They've effectively diversified their automotive segment into multiple other high growing + higher margin verticals for[...]
This post has copped some criticism. The counterpoint is that this platform is full of big accounts pushing the same names. @aleabitoreddit offers original takes on under the radar names. It’s on you to invest responsibly - most of it in index funds, nothing more than you can afford to lose, and with your own dd.
I've initiated a position in $VLN ($155M MC).
This one is wild.
Valens is a AI semi for self-driving cars and robotics.
I've found that markets messed up on VLS from a ticker collision data error.
And missed new CES 2026 info this week.
VLN has:
1. $93.5M in Cash, 0 Debt.
2. ~$11M inventory
3. High gross margins ~69.1% (CIB/ProAV) margins, 43.2% automotive.
and projected to do $70M+ revenue with blended 63-65% gross margins, jumping from 43% from their automotive pivot from CES.
At $155M MC. What?
This just looked way too off at first glance, so I had to do more research, whether it was revenue collapse, dilution, cashflow problems, or regulatory risk.
What happened?
The mispricing was from an analyst/scanner typo regarding a $82M "inventory burn":
VLN is effectively a company with $93.5M Cash and Zero Debt for an EV of ~$65M, while the market has punished it for an "inventory crisis" that literally does not exist.
Streetwise's analysis + other scanners around Nov 13, 2025 typo'ed their report when they erroneously stated: "Inventory of US$82 million remained in line with the end of the second quarter".
The market and algorithms that scan for the reports thinks $VLN is sitting on >1 year of dead inventory ($82M) and burnt through their $93.5M cashpile on unsold chips.
We can mathematically prove this is a typo using the company's official Q3 2025 balance sheet:
Total Assets: $136.7M
Cash: ~$93.5M
Remaining Room for Assets: $136.7M - $93.5M = $43.2M.
If inventory were actually $82M, Total Assets would have to be at least $175M ($93M cash + $82M inv). This inventory figure is mathematically impossible.
After looking at their financial reports, they are sitting on just ~2 months of inventory ($11M), only selling what they make.
The analyst + algorithms wrote spread the report confused Valens Semiconductor (VLN) with Velan Inc. (https://t.co/oJVlzuwtoL), a Canadian industrial valve manufacturer (with that inventory amount).
Even LLMs that read this, completely messed up and required manual review.
$VLN actually only has ~$11M in inventory as a fabless chip company and did not burn through $82M.
This looks like a genuine market inefficiency because you are looking at a clean balance sheet ($93M cash, $11M inventory, $0 debt) that has been artificially suppressed because of $82M cash burn fears on dead inventory due to the type.
_
Now, the secondary aspect is new CES information that came out.
$VLN spent years and millions on R&D for DSP engines for Mercedes, which presented single customer concentration risk for the automotive segment.
But from the CES release this week, they've effectively took the same that exact same engine, and managed to sell it to many hot verticals that have the exact same physics problem. They've also managed to scale their previous automotive segment with new T1 automotive OEMs.
But regarding their (VS6320 vs. VA7000) chipset, they are using the same Core IP (DSP).
Medical Chip: They took the same engine from the auto chip and stripped out the car-specific features to create a Extender for the medical segment .
And my favorite is the Machine Vision/Robotics vertical:
The new information is that with the RGo Robotics partnership they announced, RGo integrated Valens chips which allowed RGo to design robots where the cameras are far away from the brain without signal loss. And at CES they also announced one with CIS Corporation (a Japanese camera maker) for another specific robotics win.
They've effectively diversified their automotive segment into multiple other high growing + higher margin verticals for[...]