Offshore
Moon Dev Why Your $600 Mac Mini Is a 300K Mistake: The $10 Server Alpha for Scaling 500 AI Agents if you were about to spend three hundred thousand dollars on hardware to run your trading business, you would probably feel like a king until you realized a…
en. everyone is struggling with claude rate limits and expensive tokens, but there is a select group of models like minimax 2.1 and glm 4.7 that are performing on an opus level for a fraction of the cost.
art is out here pushing pull requests to openclaw before they even get acquired, and he pointed us toward using these eastern models that most western traders are completely ignoring. by connecting openclaw to open code zen, you get access to models that do not have the same restrictions or price tags as the big players
to get this working on the cheap, you have to set up a ubuntu desktop on a vps which usually costs around ten dollars a month. you install the xfce lightweight desktop and use a vnc server to remote into it so you have a visual interface just like a regular computer
this is the great equalizer because it allows anyone with ten dollars and a dream to compete with the big quant firms. i spent years thinking i was not smart enough to code or that i needed to hire expensive devs, but the ai can now walk you through every single step of the terminal setup
when you are in the terminal, you can set up an alias for claude code so that you can just type a single letter to launch your agent with full permissions. i used to have eyes glaze over when i saw terminal commands, but now i realize it is just english instructions for a machine that never sleeps
the vision is to have a personal assistant for every person on my team, or maybe even ten assistants for every person. imagine having a hundred workers that do not need to eat or sleep and only cost you the price of a sandwich every month to maintain
most people will watch this and do nothing because they are scared of the friction, but that friction is exactly where the opportunity lives. the separation between you and your peers grows larger every single day that you decide to iterate while they are still debating
i have successfully installed openclaw on mac, windows, and ubuntu now, and the winner is clear if you value your time. mac is the luxury speed play, but ubuntu is the scaling king that lets you build the empire without the three hundred thousand dollar price tag
the bots are already cooking and building games and dashboards for me while i sit here and talk to you. we went from getting liquidated and over trading to having fully automated systems that find predictive data and throw out what does not work
rest at the end, not in the middle. i am going to keep pushing until i have all five hundred agents live and mashing the gas on every strategy we have. if you want to win in this new era, you have to be a data dog and follow where the numbers lead instead of your own ego
code is the great equalizer and today we just leveled the playing field for anyone willing to put in the work. stay hungry, stay foolish, and i will see you at the top
tweet
art is out here pushing pull requests to openclaw before they even get acquired, and he pointed us toward using these eastern models that most western traders are completely ignoring. by connecting openclaw to open code zen, you get access to models that do not have the same restrictions or price tags as the big players
to get this working on the cheap, you have to set up a ubuntu desktop on a vps which usually costs around ten dollars a month. you install the xfce lightweight desktop and use a vnc server to remote into it so you have a visual interface just like a regular computer
this is the great equalizer because it allows anyone with ten dollars and a dream to compete with the big quant firms. i spent years thinking i was not smart enough to code or that i needed to hire expensive devs, but the ai can now walk you through every single step of the terminal setup
when you are in the terminal, you can set up an alias for claude code so that you can just type a single letter to launch your agent with full permissions. i used to have eyes glaze over when i saw terminal commands, but now i realize it is just english instructions for a machine that never sleeps
the vision is to have a personal assistant for every person on my team, or maybe even ten assistants for every person. imagine having a hundred workers that do not need to eat or sleep and only cost you the price of a sandwich every month to maintain
most people will watch this and do nothing because they are scared of the friction, but that friction is exactly where the opportunity lives. the separation between you and your peers grows larger every single day that you decide to iterate while they are still debating
i have successfully installed openclaw on mac, windows, and ubuntu now, and the winner is clear if you value your time. mac is the luxury speed play, but ubuntu is the scaling king that lets you build the empire without the three hundred thousand dollar price tag
the bots are already cooking and building games and dashboards for me while i sit here and talk to you. we went from getting liquidated and over trading to having fully automated systems that find predictive data and throw out what does not work
rest at the end, not in the middle. i am going to keep pushing until i have all five hundred agents live and mashing the gas on every strategy we have. if you want to win in this new era, you have to be a data dog and follow where the numbers lead instead of your own ego
code is the great equalizer and today we just leveled the playing field for anyone willing to put in the work. stay hungry, stay foolish, and i will see you at the top
tweet
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Moon Dev (@MoonDevOnYT) on X
Why Your $600 Mac Mini Is a 300K Mistake: The $10 Server Alpha for Scaling 500 AI Agents
if you were about to spend three hundred thousand dollars on hardware to run your trading business, you would probably feel like a king until you realized a ten dollar…
if you were about to spend three hundred thousand dollars on hardware to run your trading business, you would probably feel like a king until you realized a ten dollar…
Offshore
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Pristine Capital
RT @realpristinecap: • US Price Cycle Update 📈
• Equal Weight S&P 500 Bull Run 🐂
• VIX < 20 🟢
Check out tonight's research note! HAGE
https://t.co/8AKVQKGqEm
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RT @realpristinecap: • US Price Cycle Update 📈
• Equal Weight S&P 500 Bull Run 🐂
• VIX < 20 🟢
Check out tonight's research note! HAGE
https://t.co/8AKVQKGqEm
tweet
The Transcript
$ABNB CEO: Capital-light model enables accelerating growth without heavy AI CapEx burden.
“We expect revenue growth to accelerate to at least low double digits in 2026… And we'll do all of this without investing billions or tens of billions of dollars. We don't need massive capital investment to grow...We do not have a huge CapEx cost base. So our investment in AI will not affect the P&L. I don't think you'll see it in the P&L."
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$ABNB CEO: Capital-light model enables accelerating growth without heavy AI CapEx burden.
“We expect revenue growth to accelerate to at least low double digits in 2026… And we'll do all of this without investing billions or tens of billions of dollars. We don't need massive capital investment to grow...We do not have a huge CapEx cost base. So our investment in AI will not affect the P&L. I don't think you'll see it in the P&L."
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Illiquid
This was a layup in January. +20% today on a 0.04 divvy (9.2% yield).
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This was a layup in January. +20% today on a 0.04 divvy (9.2% yield).
Breaking New Ground⛏️
$MSV.AX https://t.co/JdQdhNAG9y - Mikro Kap Davidtweet
Dimitry Nakhla | Babylon Capital®
RT @rubicon59: My claim: $APP stock will blow away $META because of the favorable (IMHO) combo of valuation and business perfomance. Let’s check again after a few quarters.
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RT @rubicon59: My claim: $APP stock will blow away $META because of the favorable (IMHO) combo of valuation and business perfomance. Let’s check again after a few quarters.
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Offshore
Video
Brady Long
RT @bigaiguy: RIP typing.
I just watched my Mac finish a 4-hour workday in 90 seconds.
This is absurd. https://t.co/zYVc8O4HId
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RT @bigaiguy: RIP typing.
I just watched my Mac finish a 4-hour workday in 90 seconds.
This is absurd. https://t.co/zYVc8O4HId
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Michael Fritzell (Asian Century Stocks)
RT @kenkyoinvesting: 2023 X: 'Japan is dead'
2026 X: 'Japan is back'
2026 Me: What did I miss?
So many write-ups, so many new Japan-focused accounts. Which ones should I start following?
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RT @kenkyoinvesting: 2023 X: 'Japan is dead'
2026 X: 'Japan is back'
2026 Me: What did I miss?
So many write-ups, so many new Japan-focused accounts. Which ones should I start following?
tweet
Offshore
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Benjamin Hernandez😎
$MCW up 16.14%.
If people are still washing their cars and eating Wendy’s, maybe the "Younger Consumer Pullback" narrative is a bit overblown.
Bullish on the resilient American consumer tonight. 🇺🇸 What are you seeing out there?
$SOC $BMNR $BYND $NB $PULM https://t.co/XV1mMsCv62
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$MCW up 16.14%.
If people are still washing their cars and eating Wendy’s, maybe the "Younger Consumer Pullback" narrative is a bit overblown.
Bullish on the resilient American consumer tonight. 🇺🇸 What are you seeing out there?
$SOC $BMNR $BYND $NB $PULM https://t.co/XV1mMsCv62
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Offshore
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Moon Dev
you missed the battle
today i battled six claude codes used by me versus five openclaws
the results were insane and not what you would expect
if you missed the stream you can still get the full replay
grab a ticket for tomorrows zoom if there are still spots available
join here https://t.co/Aw7dcEvv2n
moon dev
tweet
you missed the battle
today i battled six claude codes used by me versus five openclaws
the results were insane and not what you would expect
if you missed the stream you can still get the full replay
grab a ticket for tomorrows zoom if there are still spots available
join here https://t.co/Aw7dcEvv2n
moon dev
tweet
Offshore
Video
God of Prompt
RT @godofprompt: Broooo.....Is this for real? 😳
My friend said they built this voice agent in 10 min using @polyaivoice
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RT @godofprompt: Broooo.....Is this for real? 😳
My friend said they built this voice agent in 10 min using @polyaivoice
PolyAI has raised $200M from Nvidia, Khosla Ventures, and multiple top VCs.
We're one of the fastest-growing companies in the UK, and we handle 500M+ calls for:
• Marriott
• PG&E
• Gordon Ramsay's restaurants
• And 3,000 more real deployments
Which means that if you've ever called them, chances are you've talked to our voice agents.
Every restaurant we onboard books thousands in revenue within 30 days.
But how?
Because PolyAI works 24/7, answering every call in <2- PolyAItweet
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Michael Fritzell (Asian Century Stocks)
I initially thought the Korean reforms would be ineffective.
But on the ground, I’m seeing many companies come up with highly positive value up plans. And valuations remain a fraction of those in Japan.
Once IBKR opens access, the focus will shift to Korea.
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I initially thought the Korean reforms would be ineffective.
But on the ground, I’m seeing many companies come up with highly positive value up plans. And valuations remain a fraction of those in Japan.
Once IBKR opens access, the focus will shift to Korea.
1/ Is the "Korea Discount" finally coming to an end?
South Korea has been a value trap for decades, due to a low return on equity. But reforms are finally starting to move the needle. https://t.co/D3ajVt4z9O - Michael Fritzell (Asian Century Stocks)tweet
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Michael Fritzell (Asian Century Stocks)
Jonathan Tepper’s new memoir “Shooting Up” just released. He was one of the co-founders of UK research firm Variant Perception. I’m looking forward to this one.
https://t.co/todHIsy92q https://t.co/21JgDQiCOr
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Jonathan Tepper’s new memoir “Shooting Up” just released. He was one of the co-founders of UK research firm Variant Perception. I’m looking forward to this one.
https://t.co/todHIsy92q https://t.co/21JgDQiCOr
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