Hashem
1K posts
Hashem
@HashemKhalifa
I wrangle code by day and craft recipes by night turning bugs into features and ingredients into feasts! 🍉 🇺🇦 🇻🇪
earth انضم Eylül 2010
2.3K يتبع153 المتابعون
في منتجي محتوى مصري كانوا عاملين شغل حلو اوي في تعليم الناس
قوم واحد من الناس دول اتكلم عن الـAI بطريقة مبالغ فيها
قوم واحد تاني مش عاجبة عامل فيديو يبدي امتعاضة
المؤسف في الموضوع ان الاتنين سطحيين جداً و الاتنين محبطين جداً
سابوا حاجة كانوا شاطرين فيها و قاعدين يفسوا.
العربية
The backtest uses online updates. So I label the data. Train model. Then use point in time replay, so backtesting it does online training since that’s just part of the system. If I just used the same checkpoint and Ran the same backtest twice, the second time it would be improved due to online parts.
English
Fable stuck around just long enough to debug my 4 billion rows of training data, train a new financial model that was twice as profitable with half the drawdown, and during stress periods, maintain profitability.
The model is now finally passing the 30% a month yield.
English
@ScriptedAlchemy That makes sense.
Last thing I’m curious about: do you train from simulated labels only after the full 2-6 week path is known, or do you also do online updates from interim mark-to-market premium path outcomes before the trade would have exited?
English
@HashemKhalifa Model figures out weighting on its own. I create real simulation using OPRA quotes and trades, with slippage and latency. Little approximation since I have the order book. Lots of data labeling materialization. Watch for over fitting. Never test on data you trained on.
English
@ScriptedAlchemy One follow-up if you’re willing: when you optimized for 30% monthly return, did you train that as a direct portfolio simulation objective, or use weighted per-example labels that approximate monthly capital-cycle return?
English
Profit off the appreciation on the premiums. Cycle the capital every few weeks into new premiums. No fixed horizon. Just make money with it 2-6 weeks then cycle. Under hood model used fix horizons as overlays to create matrix of horizons that get weighted, at least one iteration did. Might have folded it into unified. The model was trained exclusively to return 30% a month as its primary objective
English
@ScriptedAlchemy This is incredibly helpful, thank you. The fixed horizons part clarified the missing piece for me.
English
@ahmd3ssam كلامه صح الحقيقة، كل اللي ماشيين يتكلموا امريكا لازم تكون التوب في الـ AI race وكنتيجة لأ مش هنصدر الشرايح دي تخلف صراحة وتفكير تعبان زي ماقال
العربية
@ScriptedAlchemy Congratulations, enjoy it, the time passes so fast, and you won’t becthe same person again in a good way
English
Today’s the day my daughter will be born!
Wish us luck!
English
Means alot for Kent to see my AI orchestration system and give it such honorable mentions. For a while id started to think that I was a one-trick pony.
Kent C. Dodds 🏹@kentcdodds
@jacobmparis @ScriptedAlchemy is creating the state of the art
English
Looks like i wont be making it to the 5pm reset after all 🫠🫠
English
Sounds like heaven, but, unlimited a dangerous game in the right hands. If you work at a place that offers this, word of advise... confirm the upper limit. Many might say unlimited, but just be sure they gonna be cool if you blow 100k on inference in a month.
Also try not to abuse it.
Jake@JustJake
Railway Employee Perk: Unlimited Claude/Anthropic tokens
English
What a day,3K followers!!
I started with two, and a friend joked, “Are these your two kids?”
I posted anyway. Often with zero likes. Not chasing engagement,just talking about what I care about: stocks, markets, inconsistencies, corruption, bad narratives… and yes, food and sushi along the way.
Ten likes, twenty likes, or none at all.I’ll keep going.
Thank you to everyone who’s here. Truly a great day.
English
Update: I had a meeting with this company today, but they didn't show up.
Donny (강동윤)@kdy1dev
Today I received an interesting offer. It seemed like a business created just to recruit me—all the favorable terms aligned perfectly with my expertise. And the compensation was very attractive. My base salary at Vercel full-time was quite high, but this offer could potentially pay even more than that, even I exclude equity. I'm thinking about it positively, but for today, I'm just going to get some sleep.
English
@the_shousha يا استاذة ساره انتي عارفه تقدري تشتري حاجات قد ايه من السوبرماركت الالماني ب عشرة يورو؟ ايوه ب عشرة يورو يس 😂😂
العربية
المبرمج الفلاح المصري ف المانيا لما بنزل يدور عل عروسة
𓋴𓅪𓉔𓅃 المعماريه 🇪🇬 𓈉𓂀@soo_200000
🤦🏼♀️🤦🏼♀️
العربية
@ahmd3ssam @YouTube جميل، وزي ماقال بجد اهم حاجة تطلبها من ربنا وتلح عليه وهو اللي بيسبب الأسباب
العربية
[بجد اتمنى انستجرام يتملي قرآن و حاجات تفكرنا بربنا]
ايه حكاية سجاجيد الصلاة ؟ youtu.be/nPi6se2OJBs?si… via @YouTube
YouTube
العربية