Offshore
Photo
Fiscal.ai
Amazon's e-commerce business is more profitable than it has ever been.
9% Operating Margins in North America.
How much more profitable can this segment get?
$AMZN https://t.co/ZOmpWA5z55
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Amazon's e-commerce business is more profitable than it has ever been.
9% Operating Margins in North America.
How much more profitable can this segment get?
$AMZN https://t.co/ZOmpWA5z55
tweet
Offshore
Video
Illiquid
Ben offers a great intro to Taiwan. I also agree that Substacks should be bundled or rolled up, and tried to do it myself.
Interestingly, at close to the 6 month mark, I’m only slightly behind Ben when he first started, despite having a much smaller target audience. I have two weeks to catch him!
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Ben offers a great intro to Taiwan. I also agree that Substacks should be bundled or rolled up, and tried to do it myself.
Interestingly, at close to the 6 month mark, I’m only slightly behind Ben when he first started, despite having a much smaller target audience. I have two weeks to catch him!
The tech world closely reads @benthompson's Stratechery, and for good reason. On Cheeky Pint, we discuss ads coming to AI, the Saaspocalypse, TSMC, and the media business. (Plus: how to visit Taiwan.)
00:00:20 Visiting Taiwan
00:04:59 Aggregation and AI
00:23:53 TikTok/Bytedance
00:29:58 Aggregation and AI redux
00:35:31 Agentic commerce
00:45:08 Is SaaS canceled?
00:52:21 Stratechery
01:03:36 How Ben uses AI
01:06:06 The TSMC break
01:13:53 Rapid fire
01:20:53 Feedback on Stripe tweet
Offshore
Photo
Pristine Capital
RT @realpristinecap: A massive regime change is underway in 2026🔄
For the first time in years, the "Growth at any price" trade is taking a backseat. We are seeing a powerful rotation into Value and Small Caps as market breadth expands 👇 https://t.co/W51cleqVR1
tweet
RT @realpristinecap: A massive regime change is underway in 2026🔄
For the first time in years, the "Growth at any price" trade is taking a backseat. We are seeing a powerful rotation into Value and Small Caps as market breadth expands 👇 https://t.co/W51cleqVR1
tweet
Offshore
Photo
App Economy Insights
📊 This Week in Visuals
$CSCO $SHOP $AMAT $AZN $KO $MCD $TMUS $ANET $APP $NTES $HOOD $ABNB $MAR $HLT $HERMES $RACE $F $NET $DDOG $COIN $ADYEY $FISV $KHC $EXPE $QSR $TWLO $TOST $Z $DKNG $PINS $HUBS $LYFT $KVYO $MNDY
https://t.co/ZAyrJNoouN
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📊 This Week in Visuals
$CSCO $SHOP $AMAT $AZN $KO $MCD $TMUS $ANET $APP $NTES $HOOD $ABNB $MAR $HLT $HERMES $RACE $F $NET $DDOG $COIN $ADYEY $FISV $KHC $EXPE $QSR $TWLO $TOST $Z $DKNG $PINS $HUBS $LYFT $KVYO $MNDY
https://t.co/ZAyrJNoouN
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Offshore
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App Economy Insights
🗓️ What are you watching this week?
• Tuesday: $PANW $CDNS
• Wednesday: $ADI $MCO $FIG $BKNG $GPN
• Thursday: $MELI $NU $WMT $BABA $KLAR $LYV
All visualized in our newsletter! https://t.co/aALlk4Yk2n
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🗓️ What are you watching this week?
• Tuesday: $PANW $CDNS
• Wednesday: $ADI $MCO $FIG $BKNG $GPN
• Thursday: $MELI $NU $WMT $BABA $KLAR $LYV
All visualized in our newsletter! https://t.co/aALlk4Yk2n
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Moon Dev
The 40,000% ROI "Bug": How Claude Code Cracked the TradingView Holy Grail
most people think the elite traders at the top of the mountain have some secret indicator or a hidden math formula that gives them a forty thousand percent return. they assume the game is rigged against the small player and that you need a multi million dollar budget just to get a seat at the table. the truth is that the holy grail of trading is actually hidden in plain sight inside a community tab that most people scroll past every single day
i spent years losing money to liquidations and over trading because i thought i had to manually predict where the price was going next. i even spent hundreds of thousands of dollars on developers to build apps for me because i was convinced that i would never be able to code the systems myself. it turns out that once you stop trying to be a genius and start using the tools that are already available you can crack the code to unlimited trading strategies
the secret is not in a single indicator but in the process of research back test and implement. if you go to the community section of trading view you will find an endless stream of source code for indicators that people have built over decades. most traders just slap these on a chart and hope for the best but if you are a data dog like me you know that a chart is just a pretty picture that lies to you
i believe that code is the great equalizer because it allows us to take these public ideas and turn them into fully automated systems that trade for us while we sleep. i decided to learn to code live on youtube to show everyone that you can iterate your way to success without being a math wizard or a stanford graduate. now i have fully automated systems that manage my capital instead of getting liquidated by emotional decisions in the middle of the night
the biggest trap in the trading world is something called repainting and it is the reason why so many strategy back tests look like they are printing money when they are actually just a scam. repainting happens when an indicator looks at future data to tell you what happened in the past which makes every buy and sell signal look like a perfect entry at the top and bottom. if you trust a back test on a basic chart without understanding the logic underneath you are just building a house on a foundation of sand
this is why i transitioned all of my serious work into python because python does not lie to you. in python you can control the data flow tick by tick and bar by bar to ensure that no future data is leaking into your strategy. i built a back test architect which is a specialized sub agent that knows exactly how to take a simple idea and test it against twenty five different data sources all at once
when you run a strategy across btc eth apple google and tesla you start to see the real truth about whether a strategy has an edge or if it was just a lucky fluke on one chart. i saw one strategy this week that showed a one million percent return which sounds like a total lie but the data does not have an ego. even if a number looks insane you have to investigate it and incubate it with tiny size to see if it holds up in the live market
you must treat your trading like a business where you are the manager and the code is your team of tireless employees. i have sub agents running for me right now that act as masters of specific tasks like converting pine script into python or optimizing exit logic. if you are not using these specialized ai assistants in your workflow you are essentially trying to build a skyscraper with a hand saw while everyone else is using heavy machinery
most people get stuck in the beginner phase because they think they need to write every single line of code from scratch. the reality is that the best developers are just really good at importing the hard work of others and connecting it like lego blocks. i use a library called ccxt that allows my bots to communicate with every major exchange in the world [...]
The 40,000% ROI "Bug": How Claude Code Cracked the TradingView Holy Grail
most people think the elite traders at the top of the mountain have some secret indicator or a hidden math formula that gives them a forty thousand percent return. they assume the game is rigged against the small player and that you need a multi million dollar budget just to get a seat at the table. the truth is that the holy grail of trading is actually hidden in plain sight inside a community tab that most people scroll past every single day
i spent years losing money to liquidations and over trading because i thought i had to manually predict where the price was going next. i even spent hundreds of thousands of dollars on developers to build apps for me because i was convinced that i would never be able to code the systems myself. it turns out that once you stop trying to be a genius and start using the tools that are already available you can crack the code to unlimited trading strategies
the secret is not in a single indicator but in the process of research back test and implement. if you go to the community section of trading view you will find an endless stream of source code for indicators that people have built over decades. most traders just slap these on a chart and hope for the best but if you are a data dog like me you know that a chart is just a pretty picture that lies to you
i believe that code is the great equalizer because it allows us to take these public ideas and turn them into fully automated systems that trade for us while we sleep. i decided to learn to code live on youtube to show everyone that you can iterate your way to success without being a math wizard or a stanford graduate. now i have fully automated systems that manage my capital instead of getting liquidated by emotional decisions in the middle of the night
the biggest trap in the trading world is something called repainting and it is the reason why so many strategy back tests look like they are printing money when they are actually just a scam. repainting happens when an indicator looks at future data to tell you what happened in the past which makes every buy and sell signal look like a perfect entry at the top and bottom. if you trust a back test on a basic chart without understanding the logic underneath you are just building a house on a foundation of sand
this is why i transitioned all of my serious work into python because python does not lie to you. in python you can control the data flow tick by tick and bar by bar to ensure that no future data is leaking into your strategy. i built a back test architect which is a specialized sub agent that knows exactly how to take a simple idea and test it against twenty five different data sources all at once
when you run a strategy across btc eth apple google and tesla you start to see the real truth about whether a strategy has an edge or if it was just a lucky fluke on one chart. i saw one strategy this week that showed a one million percent return which sounds like a total lie but the data does not have an ego. even if a number looks insane you have to investigate it and incubate it with tiny size to see if it holds up in the live market
you must treat your trading like a business where you are the manager and the code is your team of tireless employees. i have sub agents running for me right now that act as masters of specific tasks like converting pine script into python or optimizing exit logic. if you are not using these specialized ai assistants in your workflow you are essentially trying to build a skyscraper with a hand saw while everyone else is using heavy machinery
most people get stuck in the beginner phase because they think they need to write every single line of code from scratch. the reality is that the best developers are just really good at importing the hard work of others and connecting it like lego blocks. i use a library called ccxt that allows my bots to communicate with every major exchange in the world [...]
Offshore
Moon Dev The 40,000% ROI "Bug": How Claude Code Cracked the TradingView Holy Grail most people think the elite traders at the top of the mountain have some secret indicator or a hidden math formula that gives them a forty thousand percent return. they assume…
with just a few lines of script which saves me months of development time
the reason i show everything live is because the industry is filled with gatekeepers who want to keep the secrets of automation to themselves. they want you to stay as a manual trader who pays high fees and provides liquidity for their algorithms. once you learn to automate you are no longer a victim of the market but a participant in the architecture of the financial system
if you are sitting there right now feeling defeated because you just got smoked on a trade or you missed a massive pump you have to realize that those emotions are your greatest enemy. a computer does not feel fomo and it does not get tilted after a loss; it just waits for the next signal that fits the parameters you defined. my mission is to help you get to a place where you can walk away from the screen and let the machines do the heavy lifting
learning to code is actually much easier than learning a second language because the syntax is logical and the feedback is immediate. i spent ten years in tech scared to touch a keyboard for anything other than emails because i thought i was not smart enough for engineering. once i realized that code is just logic i was able to build my first profitable bot within a few months and i have never looked back
the transition from a manual trader to an algorithmic expert is about building a robust framework for testing your ideas as fast as possible. you want to be able to find an indicator on trading view convert it to python and run it against years of historical data in less than five minutes. if you can do that you have a higher chance of success than ninety nine percent of the people who are just drawing lines on a screen
one of the most powerful strategies i found recently combines the squeeze momentum indicator with smart money concepts. when you test these individually they might show a decent return but when you combine them and add a filter like the adx you can find setups that have a massive expectancy. the key is to look for strategies that show positive returns across multiple different asset classes and time frames simultaneously
even if a strategy looks like it is printing a forty thousand percent return you must always remain skeptical and look for the catch. i always incubate my new ideas with tiny capital for at least a few weeks to see how they handle real world slippage and fees. a back test is a map of the past but the live market is a wilderness that changes every single day
this is why i believe in the rbi method which stands for research back test and implement. you spend your mornings looking for new ideas your afternoons stress testing them with ai and your evenings deploying the winners to the market. it is a systematic approach to wealth that removes the need for luck or guessing what a celebrity is going to tweet next
the most successful traders in history like jim simons did not sit around looking at rsi levels on a fifteen minute chart. they built systems that identified mathematical edges and then scaled those systems until they were managing billions of dollars. you do not need thirty one billion dollars to change your life but you do need the discipline to stop trading like a human and start thinking like a system
i give away so much for free on youtube because i want to build a community of data dogs who are all chasing the same goal of financial freedom through automation. when we work together and share our findings we can collectively identify edges that nobody else is looking at. the world is moving towards an ai dominated economy and if you are not learning to control the machines you are going to be controlled by them
the road to automation is not a straight line and you will run into bugs that make you want to throw your computer out the window. but every time you fix an error and every time you optimize a script you are getting one step closer to a life where you own your time. code really is the great equalizer and it is wa[...]
the reason i show everything live is because the industry is filled with gatekeepers who want to keep the secrets of automation to themselves. they want you to stay as a manual trader who pays high fees and provides liquidity for their algorithms. once you learn to automate you are no longer a victim of the market but a participant in the architecture of the financial system
if you are sitting there right now feeling defeated because you just got smoked on a trade or you missed a massive pump you have to realize that those emotions are your greatest enemy. a computer does not feel fomo and it does not get tilted after a loss; it just waits for the next signal that fits the parameters you defined. my mission is to help you get to a place where you can walk away from the screen and let the machines do the heavy lifting
learning to code is actually much easier than learning a second language because the syntax is logical and the feedback is immediate. i spent ten years in tech scared to touch a keyboard for anything other than emails because i thought i was not smart enough for engineering. once i realized that code is just logic i was able to build my first profitable bot within a few months and i have never looked back
the transition from a manual trader to an algorithmic expert is about building a robust framework for testing your ideas as fast as possible. you want to be able to find an indicator on trading view convert it to python and run it against years of historical data in less than five minutes. if you can do that you have a higher chance of success than ninety nine percent of the people who are just drawing lines on a screen
one of the most powerful strategies i found recently combines the squeeze momentum indicator with smart money concepts. when you test these individually they might show a decent return but when you combine them and add a filter like the adx you can find setups that have a massive expectancy. the key is to look for strategies that show positive returns across multiple different asset classes and time frames simultaneously
even if a strategy looks like it is printing a forty thousand percent return you must always remain skeptical and look for the catch. i always incubate my new ideas with tiny capital for at least a few weeks to see how they handle real world slippage and fees. a back test is a map of the past but the live market is a wilderness that changes every single day
this is why i believe in the rbi method which stands for research back test and implement. you spend your mornings looking for new ideas your afternoons stress testing them with ai and your evenings deploying the winners to the market. it is a systematic approach to wealth that removes the need for luck or guessing what a celebrity is going to tweet next
the most successful traders in history like jim simons did not sit around looking at rsi levels on a fifteen minute chart. they built systems that identified mathematical edges and then scaled those systems until they were managing billions of dollars. you do not need thirty one billion dollars to change your life but you do need the discipline to stop trading like a human and start thinking like a system
i give away so much for free on youtube because i want to build a community of data dogs who are all chasing the same goal of financial freedom through automation. when we work together and share our findings we can collectively identify edges that nobody else is looking at. the world is moving towards an ai dominated economy and if you are not learning to control the machines you are going to be controlled by them
the road to automation is not a straight line and you will run into bugs that make you want to throw your computer out the window. but every time you fix an error and every time you optimize a script you are getting one step closer to a life where you own your time. code really is the great equalizer and it is wa[...]
Offshore
with just a few lines of script which saves me months of development time the reason i show everything live is because the industry is filled with gatekeepers who want to keep the secrets of automation to themselves. they want you to stay as a manual trader…
iting for you to pick it up and start building your own future
if you can fly then run and if you can run then walk but whatever you do you must keep moving forward in this journey. trading can be heartless but the logic of code is always fair and consistent. stop being the liquidity for someone else's bot and start building the walls that will protect your capital forever
tweet
if you can fly then run and if you can run then walk but whatever you do you must keep moving forward in this journey. trading can be heartless but the logic of code is always fair and consistent. stop being the liquidity for someone else's bot and start building the walls that will protect your capital forever
tweet
X (formerly Twitter)
Moon Dev (@MoonDevOnYT) on X
The 40,000% ROI "Bug": How Claude Code Cracked the TradingView Holy Grail
most people think the elite traders at the top of the mountain have some secret indicator or a hidden math formula that gives them a forty thousand percent return. they assume the…
most people think the elite traders at the top of the mountain have some secret indicator or a hidden math formula that gives them a forty thousand percent return. they assume the…
Offshore
Video
NecoKronos
RT @MMT_Official_: 🩸We hate slow terminals.🩸
In volatile markets, hesitation isn’t a strategy - it’s a liability.
You should be able to:
- Reconfigure your layout
- Add tools
- Switch tickers
- Zoom, split, compare
…without missing a single push of velocity.
If your platform lags when markets accelerate, it’s not built for modern order flow.
Speed isn’t cosmetic. It’s survival.
tweet
RT @MMT_Official_: 🩸We hate slow terminals.🩸
In volatile markets, hesitation isn’t a strategy - it’s a liability.
You should be able to:
- Reconfigure your layout
- Add tools
- Switch tickers
- Zoom, split, compare
…without missing a single push of velocity.
If your platform lags when markets accelerate, it’s not built for modern order flow.
Speed isn’t cosmetic. It’s survival.
tweet
Offshore
Photo
NecoKronos
Aggressive market buys absorbed into passive limits = Positive Delta.
Exactly what you want to see at resistance.
Clean sweep of the Weekly Open + perfect Monthly VWAP tap.
The most important part? 👉We are back above the range POC.
If price accepts here, expect new highs. Simple as that.
#BTC
tweet
Aggressive market buys absorbed into passive limits = Positive Delta.
Exactly what you want to see at resistance.
Clean sweep of the Weekly Open + perfect Monthly VWAP tap.
The most important part? 👉We are back above the range POC.
If price accepts here, expect new highs. Simple as that.
#BTC
tweet