Kyle

Out of all the frameworks that I use, this has made me the most money since the day I wrote it, and consistently proves to be the most useful across markets / asset classes

how top callers be looking right now:

@alexbhturnbull needs a @hoeflatoor thread

Low key my biggest conviction as to why Singapore bad for creativity: its not the government or anything else its the weather.

@LIWEI_TWCapital thank you

Just to clarify: I’m also long $SIVE and $AAOI. That said, there are already plenty of sharp analysts covering those names in depth. So I’ve picked Shunsin as my niche and am covering it heavily — because I believe my Taiwan-market insight can actually add real value to this FinX community. It’s not that I’m only bullish on Shunsin.

After engaging with investors on FinX these past few days, I’ve noticed that while sharp accounts like Serenity clearly understand the significance of Photonics and CPO for the semiconductor industry, most retail investors still have only a vague grasp of this upgrade. As someone from Taiwan—the heart of the global semiconductor industry—I see a massive perception gap with typical Western retail investors. So allow me to explain it with a simple analogy: The shift to optical interconnects in semiconductors is a ONE-WAY ROAD. Just like Nokia to iPhone — once mature, every high-speed GPU link will be optical, not copper wires. This isn’t cyclical hype. It’s an industrial revolution upgrade: permanent, structural, scaling north forever. Only those deep in semiconductor storm center truly grasp how massive this once-in-a-lifetime opportunity is. #CPO #Photonics #AIinfra

Starting to like positioning into the agentic AI vertical, specifically because it's one of the few areas that has a direct linear relationship that scales with model usage ; while semis have and will continue to accrue most of the value, it makes sense that the market will want other plays. Citrini's Agentic AI basket had some great performance recently, and out of the few $DOCN has to be one of the cleanest looking ones However the downside is - many of these companies don't have really strong moats around distribution right now. This is probably a "rising tide lifts all boats" type of situation rather than a specific edge that is tied to any one company like the bottleneck in semis. Regardless, it's still interesting to monitor and one of the verticals I find less under-explored compared to, say, memory

1. AskDavid / supervisor-agent architecture x.com/adamghowiba/st… 2. Karpathy LLM Wiki gist.github.com/karpathy/442a6… 3. Anthropic Prompting 101 youtube.com/watch?v=ysPbXH… 4. Senior PM / PRD Prompt github.com/wwwazzz/senior… 5. Mnilax / CLAUDE.md 12 Rules x.com/Mnilax/status/… 6. Anti-Glaze / Anti-Sycophancy Prompt x.com/milesdeutscher… 7. Autobrowse / Skill Graduation x.com/kylejeong/stat… 8. Printing Press / Agent-Native CLI printingpress.dev 9. Production AI Architecture x.com/techNmak/statu… 10. Personal Research Engine x.com/ianlapham/stat…

Over the weekend I set up the Hermes agent, and basically force fed it every resource I could find on X to upgrade it. I then asked it to rank each resource and provide a simple explanation: So yea, here you go. Link to each is below

@apoorv03 youtube.com/watch?v=1-v5OD…

this is the most valuable lecture series on the planet rn, been thoroughly enjoying it. thank you @apoorv03 for making this open to enjoy. link below

started using codex despite my love for CC & its reasoning and my bad experience with slopgpt back in the GPT-3/4 model days wow, i have to say that it is really good. very impressed, and learnt that i should probably just try all models regardless of personal bias

man oh man i know close to nothing about semis compared to the goats on this app but even i understand that memory is cyclical and that is not how this works

Worth noting that in 2021, we had lots of bubble tech - SPACs, NFTs, Crypto, Memestocks You know these were bubble assets because you look back at them 5 years later and nothing has come out of most of them. Purely driven by hype and FOMO Calling AI a bubble is simply not understanding the scale and paradigm at which this is being implemented. If you want a bubble, I suggest looking at the TCG space instead. But 5 years from now, I highly doubt that AI will not grow from here.

@Usoppu majulah

wah really meh? where my singaporean bros at let's lepak together

@WazzCrypto Well what helped me was learning a bunch of giga brains were rawdogging it on their local PCs as well so i figured it wouldn't hurt to try. Worst come to worst, would just uninstall

@zeroxkyle > Always had the usual fears about "privacy" and what not how did u overcome this fears with hermes and handed over the "goods" to it

I recently installed Hermes after raw-dogging Claude Code for a year or so. Have tried it at work, didn't see the need to implement it personally. Always had the usual fears about "privacy" and what not But I can say - holy shit what a major upgrade. The leverage in output you get from an agent that learns and grows with you is unmatchable. Add to that the fact that it can work on long-ass tasks at a time without breaking down. It feels like I unlocked a new plane of productivity and intelligence. It's crazy good man. AI is going to trillions

@wronguser000 im trying to figure that out, but perhaps we all sold too early

@zeroxkyle Made money here thanks to you, grateful ty But sorry whats next

4 months later, lip bu tan has delivered

The only people I see saying this is "scary" are unironically, crypto people who used to dream the most. After Trump coin, 10/10, and the down only PA of alt coins people are just scared and too burnt. This is a real, studied scientific effect - you stop dreaming, stop sizing, stop participating, and then the next asymmetric opportunity feels “too scary” precisely because the last one hurt. IMO it is one of the most dangerous mindsets you can have in the markets. This will quite literally make or break your future years of performance.

CEO of @databricks saying we already have AGI "How many of you think we have AGI" - 10% "How many of you think that the people you interact with are not as smart as the smartest models you use" "Now how many of you think that we dont have AGI" youtube.com/watch?v=1-v5OD…

this is really 2021 again. and holy shit people are getting wild rich out there. need to lock tf in.