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@SoJustFollowMe @TRFletcher I follow both of you but I don’t have the ability to muster $150K. Closer to $25K. Any hope of getting entry? Genuine question and not a bot!

@TRFletcher 🤝

My team and I are launching the public portfolio service STRATOSPHERE. • AUM size – $150k • trade structure – so that trades fit almost any account size • underlying assets – indices, economic sectors, large-capitalization companies • main instruments – call options and leveraged ETFs • trading time – regular trading session from 9:30 to 16:00 NY time Every action in the portfolio – you’ll receive an individual notification shortly. Portfolio viewing will be available online every trading day from 9:00 to 16:30 NY time. Who is this service for? That is a question each of you will have to answer for yourself – only you can assess your experience, your approach to trading, your discipline, your trading strategy or its absence, and only you know your trading history and its real results. What can be said for sure: if you • close every year in profit, year after year outperforming $SPX • are a committed supporter of holding positions through red • are convinced that you can consistently make money with a portfolio consisting entirely of “undervalued” companies like $MSTR, $PYPL, $JD, $EL, $SMCI, $SNAP, $PATH, $DUOL, $HIMS, $OPEN, etc. • trade earnings, news, IPOs, SPACs and other random events • are a fan of shorts, hedging and other strategies with a low probability of success over long periods of time • firmly believe that you can perform the work of an open-heart cardiac surgeon after studying information on @X written by a theatre student This service is definitely not for you. p.s. The service is anonymous. Neither we nor other clients will be able to know that you use it unless you disclose this information yourself. Want to know more? Go to @StratosphereBot What are the principles behind the strategy? Posts below show how I think and trade. 🟢 Must reads 🔵 Good to know THE BASIS OF MY STRATEGY 🟢 Deliberate Aggression → Absolute Control x.com/sojustfollowme… 🟢 How I differ from 99.99% of traders x.com/sojustfollowme… 🟢 How I structure my portfolio x.com/sojustfollowme… 🟢 Predict Indicator: Red or Green Days Ahead x.com/sojustfollowme… 🟢 My Trading Evolution: From Imitation to Independence x.com/sojustfollowme… 🟢 Why I Trade Only the U.S. Market x.com/sojustfollowme… 🟢 Why I Don’t Hedge (and Stanley Druckenmiller too) x.com/sojustfollowme… 🟢 Why I Rarely Use Short Positions x.com/sojustfollowme… 🟢 Answers to questions about my trading strategy. Part one x.com/sojustfollowme… 🟢 Answers to questions about my trading strategy. Part two x.com/sojustfollowme… 🟢 Important note x.com/sojustfollowme… WHY I TRACK TRADING ALGOS 🟢 Power, Media, Money: Algos Against You x.com/sojustfollowme… 🟢 Brokers in suits are out – AI runs Wall Street now x.com/sojustfollowme… 🟢 News and “accidents”… not so accidental after all? x.com/sojustfollowme… 🟢 Jeffrey Epstein on Wall Street x.com/sojustfollowme… 🟢 Visible trading algos shifts from New Year x.com/sojustfollowme… WALL STREET: BRUTAL REALITY 🟢 All you need to know about Wall Street hedge funds. Q4 2025 x.com/sojustfollowme… 🟢 Mutual & Hedge Funds: 2025 Disaster, Déjà Vu x.com/sojustfollowme… 🟢 All you need to know about Wall Street hedge funds. Q3 2025 x.com/sojustfollowme… 🟢 All you need to know about Wall Street hedge funds. Q2 2025 x.com/sojustfollowme… 🟢 Everything You Need to Know About U.S. Hedge Funds – in a Single Brutal Chart. Q1 2025 x.com/sojustfollowme… WHY I THINK WE’RE MORE LIKELY HEADING FOR THE COLLAPSE OF THE AI BUBBLE 🟢 The collapse of the AI bubble. Part one SPX/M2SL x.com/sojustfollowme… 🟢 The collapse of the AI bubble. Part two SPX/M2SL x.com/sojustfollowme… 🟢 The collapse of the AI bubble. Part three QQQ/M2SL x.com/sojustfollowme… 🟢 $MSTR: SEC, fraud, crash -62% in one day x.com/sojustfollowme… 🟢 IMF in panic? Reading between the lines x.com/sojustfollowme… Continued ↓

@abc7newsbayarea Priced very reasonably from 1.1 million to 1.3 million dollars.

6 town houses to be built in Campbell under housing project senate bill, helping 1st time homebuyers abc7ne.ws/pcZ9Vw

@ericvtheg @yrechtman Fitness + Calorie Tracking is tangible if I take my head out of TikTok/Reels/Shorts/next_10_second_video_app . I gooned so hard, I YouTubed so far, but in the end, only GLP-1s matter…

@yrechtman Fitness + calorie tracking is a real consumer agentic use case. I don’t want to type into an input modal for every meal. Just let me say it. Plus help me with a customized workout routine based on my goals and injures

Growing suspicion that there are vanishingly few use cases for consumer agents. People don’t do work in their personal lives. The only people who do are sf dorks using spreadsheets to plan trips to tahoe

@NYMag Hopefully radiologists too. This way, the profession will go obsolete soon.

AI companies are hiring people to produce data for practically any job you can imagine: chefs, management consultants, archivists, private investigators, rental-counter clerks. It is, as one industry veteran put it, the largest harvesting of human expertise ever attempted. nymag.visitlink.me/HCbUSo

@arpitrage It’s a second order enclave. I read about it from a tweet thread by @sidin .

Wait how did Oman get that bit of land adjacent to the Strait of Hormuz?

@ChrisBrowneCFA @mattyglesias Here I thought the Japanese sat on some of the most active faults on the planet.

@mattyglesias Just for East Coasters - Silicon Valley rests on one of the most active faults on the planet. Hence the hight restrictions...

@pitdesi The top 10% of the US own 88% of the equities in the US markets. The other 90% works between 40-60 hours per week. Oura’s health data is meaningful 50% of the time. Everyone is equally dissatisfied with the way our society operates. What gives?

TIL Kickstarter employees are unionized and work 32 hours a week. They were on strike for 42 days last fall. Kickstarter might be the company that achieved the most cultural significance while capturing the least value... Oculus, Peloton, Oura and many others started there. They could have built a post-campaign commerce layer instead of handing that to Shopify and Amazon. Could have moved into equity crowdfunding. Could have built financial products: production financing for creators, backer insurance, BNPL, factoring for repeat creators. They have pretty good data to underwrite. There's a version of Kickstarter that's a $10B company. I don't think they'll get there with 32 hours a week :(!

@METR_Evals Speed ups for which part exactly? I think you can say addicted to AI tools. We need evals for that.

Since early 2025, we've been studying how AI tools impact productivity among developers. Previously, we found a 20% slowdown. That finding is now outdated. Speedups now seem likely, but changes in developer behavior make our new results unreliable. We’re working to address this.

@MikeIsaac : Look who I met.

@Nowooski I heard that we will vibe-cure cancer. Sorry about the vaccines.

It’s a shame we gave up on vaccines just when the computers were ready to cure cancer for us.

@chrislhayes I enjoy playing with frontier models and there’s a lot to learn and explore. But I have yet to use a LLM based chat bot in my regular business interactions, that can effectively help to address my reason to talk to someone.

I think all of this is going to take longer, sometimes much longer than the most fevered takes imagine, but also, I think it *is* going to happen in lots of sectors.

@ednewtonrex One recent example: stanforddaily.com/2026/01/26/ant…

In 2010, Aaron Swartz downloaded 4.8 million articles from JSTOR. We don't know why - it may have been to make them freely available online (if so, he never did, as he was caught). He made no money from this, and there is no suggestion he intended to. He was indicted on 13 felony counts, facing a maximum of 95 years in prison and $3 million in fines. Two years after his arrest, awaiting trial, he hung himself. In 2019 & 2021, Ben Mann downloaded at least 5 million books from pirate libraries. He did so while working at OpenAI and Anthropic; the books were downloaded for the purposes of training AI models at those companies, two of the most successful commercial companies in recent history. He has never faced criminal charges, and, as a co-founder of Anthropic, must now be extremely wealthy (it is known that many of his co-founders are billionaires).

@ednewtonrex @Grady_Booch Ben Mann has an influential team of patent attorneys at his disposal. Aaron Swartz had none 😕. Read up the Stanford Law Society website and look for Ethan Forrest(?) and Aparna Sridhar. Also the Stanford Daily.

@AEAjournals @steverathje2 @nationalbanken @UCPH_Research @TilburgU This was obvious to me when I watched @BreakingBad

A cancer diagnosis increases the likelihood of criminal behavior, representing a previously overlooked negative externality on society, say researchers at @nationalbanken, @UCPH_Research, and @TilburgU #Chart aeaweb.org/research/chart…

@OpenAI 4o was actually interesting. The 5.x not so much.

Deep research in ChatGPT is now powered by GPT-5.2. Rolling out starting today with more improvements.

@ScottStrazzante Good luck @ScottStrazzante. Your photography in the Chronicle will be missed. I hope to see your work continue in SoCal. Here’s to the next Pulitzer!

After 11 wonderful years, today is my final day as a San Francisco Chronicle staff photographer. Going out with a front page of Seahawks’ MVP Kenneth Walker III from Super Bowl LX. I am not retiring, but taking my cameras to LA. Thanks Bay Area for being so kind to this Chicago transplant!

@dvasishtha What’s the point. They will just hire that Ivy League person by way of Stanford Business School and McKinsey pipeline. White/Asian Male/Female. Theil pilled or Pichai flavored. Eventually blocked by everything Ms. Faulkner will do to the said company.

Anthropic is hiring a healthcare product leader, which is probably the hottest opportunity for product builders in healthcare right now

@ScottStrazzante @sfchronicle Awesome shot @ScottStrazzante !

Bad Bunny performs at halftime of Super Bowl LX in Santa Clara. @sfchronicle photos by @ScottStrazzante

@tyrnt_strctrlss @DouglasLFarrar If we read just the terms and conditions and privacy policies of the software and hardware that is made by Silicon Valley companies, we will realize the importance of having an SF bureau of every major news outlet, and not just WashPo.

@DouglasLFarrar Why do they need an SF bureau? I live here and I don’t see why the rest of the world should care so much about us. We’re a tiny, silly place with, thankfully, a lot of local journalism.

I have learned that the ENTIRE San Francisco bureau has been cut. Big tech companies that control the market for advertising monopolized the market, killed the business model for journalism. No SF office for one of the biggest papers in the world says a lot.

@semil @OpenAI Breakout in 2023 sure, but with 2026 upon us, incumbents seem to always win. No?

[quick post] The Breakout Tech Company Of 2023: @OpenAI Post: semilshah.com/2023/12/26/the… (This is a tradition on my blog for the past decade. Yes, it's a safe/boring choice & repeat of '22. I struggled w/ it this year, but end up here. I explain "why" in post.)