

Neon68
18K posts

@Neon68
don't buy or sell only of my tweets!






the fastest growing GitHub repos in finance this week: 1. shiyu-coder/Kronos (+6.5K ★) first open-source foundation model for financial candlesticks. trained on 45+ global exchanges. predicts OHLCV candles as tokens — literally GPT for price charts. accepted at AAAI 2026. 2. virattt/ai-hedge-fund (+4.9K ★) a team of AI agents simulating Buffett, Munger, Ackman, Cathie Wood and others. each agent runs its own strategy, a Portfolio Manager makes the final call. one of the most viral finance repos right now. 3. TauricResearch/TradingAgents (+~3K ★) multi-agent LLM trading framework. fundamental analyst, sentiment analyst, technicals, risk manager — all working together. supports GPT-5.x, Gemini 3.x, Claude 4.x, Grok. built by UCLA/MIT researchers. 4. ZhuLinsen/daily_stock_analysis (+~2K ★) LLM stock analyzer for US, A-share and H-share markets. auto-builds a daily decision dashboard with exact entry/exit levels. pushes to WeChat/Telegram/Discord/Email via GitHub Actions. zero cost, zero server. 5. hsliuping/TradingAgents-CN (+~1.5K ★) Chinese fork of TradingAgents. fully localized for A-share markets (Shanghai/Shenzhen), Chinese data sources, and domestic LLMs. 5.1K forks — very active community. 6. OpenBB-finance/OpenBB (+~1K ★) open-source Bloomberg alternative. stocks, crypto, options, derivatives, fixed income — one platform. integrates with AI agents via MCP. 66K total stars and still climbing. 7. freqtrade/freqtrade (+~700 ★) free, open-source crypto trading bot in Python. supports all major exchanges, full backtesting, strategy optimization, Telegram control. release 2026.3 just dropped. 8. AI4Finance-Foundation/FinGPT (+~500 ★) open-source financial LLMs trained on real market data — news, filings, earnings. built for sentiment analysis and robo-advisors. models on HuggingFace, ready to deploy. 9. juspay/hyperswitch (+~400 ★) open-source payments router in Rust. one API to connect Stripe, Adyen, PayPal and 50+ providers. smart routing, high performance, built for fintech scale. 10. microsoft/qlib (+~350 ★) Microsoft's AI quant investment platform. covers the full pipeline: alpha seeking, backtesting, model training, live trading. supports ML/DL, RL, and auto-quant. bookmark this and start today.


The Battery Report 2026 is now released. Independent testing confirms $AMPX is totally dominating the high-performance battery race. SA88: 345 Wh/kg + 3,339 W/kg - leads the ENTIRE 30+ cell dataset on BOTH energy AND power. No other cell comes close. SA03: 379 Wh/kg - the highest gravimetric energy density tested SA88 named "most complete cell in the dataset" across energy, power & efficiency This isn't a spec sheet, it's independently verified data, that confirms the massive performance gap! $AMPX is the cell supplier for the hardest applications on Earth (and beyond). NDAA-compliant. US-headquartered. Western supply chain.

Samsung Foundry's 4nm "Fully Booked" Through Next Year… Set for H2 Profitability Turnaround Samsung Electronics' foundry flagship 4nm line has entered "fully booked" status through next year. The result reflects the convergence of HBM4 volume ramp and orders from global Big Tech. Industry observers expect the chronically loss-making foundry division to fire its first signal of recovery as early as the second half of this year. According to the semiconductor industry on the 3rd, Samsung Electronics' 4nm foundry process has recently secured order volumes extending into next year's production. A semiconductor industry source who requested anonymity said, "The 4nm process has recently demonstrated better-than-expected stability among global customers, and demand is exploding," adding, "The line is running so tightly that it is effectively impossible to take additional orders through next year." The core driver of these orders is HBM4. Samsung Electronics produces the base die mounted in its HBM4 on the 4nm foundry process. As the company begins full-scale HBM4 supply to AI accelerator vendors such as NVIDIA and AMD, the utilization rate of the supporting 4nm foundry line has likewise reached its ceiling. Demand for the 4nm process is not confined to memory. Global fabless companies that previously relied on TSMC are now knocking on Samsung's door, factoring in supply-chain diversification and cost-effectiveness. NVIDIA and Google currently appear on the customer roster for Samsung's 4nm node. With improved yields and verified power efficiency (performance per watt), the "love calls" from Big Tech continue to come in. With high-value-added HBM4 and global Big Tech volumes filling the 4nm line, expectations for an earnings turnaround are also rising. The 4nm process has already completed its large-scale investment phase, easing the depreciation burden. The structure is one in which profitability rises sharply as utilization is maximized. A source at a Samsung Foundry partner company assessed, "Thanks to the stabilization of the 4nm process and the strong demand anchor of HBM4, Samsung Foundry is expected to swing to profit as early as the second half of this year, or at the latest in the first half of next year," adding, "After a prolonged slump, it has clearly entered a recovery phase." That said, the industry points to the new fab under construction in Taylor, Texas, as the biggest variable for future earnings. The substantial initial operating costs and labor expenses incurred during fab completion and ramp-up preparation could swing reported earnings depending on how they are accounted for on the books. Another semiconductor industry source said, "Since the Taylor fab currently being built sits on U.S. soil, whether the related performance is booked under the U.S. subsidiary (DSA) or consolidated into the domestic foundry results remains to be seen."


$CGEH is the next $BE $GEV. No company is better positioned for $NVDA 800V architecture and no other company has the capacity now. Awesome substack write up by @Raunav410657 (might be a Monarch Investment professional). Deeply undervalued on current financial profile and if they get a 50MW+ DC customer, this has the makings 10x(+). x.com/rubicon59/stat…



What are the best PEGs of earnings so far? Off the top of my head... $MXL $BAND $SIMO stand at the top Huge moves, and massive follow through in the days that followed








where were the signs? hope you made a few bands.

