Nick Kramer

@GameofZonesHQ @PaintsTaint @grok @LunarResearcher Before it was a Goldman quant intern, some real good engagement farming, everyone is using this story of how to trade with Claude.

@PaintsTaint @grok @LunarResearcher I try to flush them out by checking the story through Grok before blocking the account. This one seems new so gotta give them the benefit of the doubt. These Claude BS bot stories will REK more traders than flashing indicators or YouTubers ever have though.

An ex-Anthropic engineer told me something at a party he probably shouldn't have. It was in SF. Someone's rooftop. I mentioned I run trading agents on Claude. He went quiet. "You're doing it wrong. Everyone is" I asked what he meant. "Claude is a runtime. Not a chatbox. You're supposed to pair it with repos" He pulled out his phone. Opened one GitHub link. github.com/anthropics/ant… 14,000 stars. Every workflow pattern they built internally before it went public. Agents. Tool use. Evals. Citations. The entire architecture. "Everyone types prompts. That's not how we use it. You connect Claude to a codebase. It reads. It understands. It builds on top of what's already there" I went home at 2am. Connected Claude Code to poly_data - 86 million Polymarket trades. Every wallet. Every entry. Claude didn't guess. It read the data and built detectors. First week: +$1,400. Second week: +$3,800. Right now: +$9,100. 4 agents. 74% win rate. His team runs this with a floor of PhDs and $800M AUM. My setup: Claude + a VPS. $25/month. The repos are free. Copytrade here: @lunar" target="_blank" rel="nofollow noopener">kreo.app/@lunar I asked him what separates his firm from everyone else. "Honestly? Keyboard shortcuts and repo structure. That's it. The model is the same for everyone" He texted me two days later. "Delete everything I told you" Too late.

@ive_m5 Glhf, seems like you and others nearly control the float

@n_kramer The stock has been on the nasdaq threshold list for 11 consecutive days. There were material failure to delivers. I’m not so much concerned about selling the position. Company can spin off certain assets where the contractual backlog is more than current market cap.

Added another 200K at these levels. Now 1.5 Million shares. CC $HUBC Folks

@EricLDaugh @GuntherEagleman 1. if another leader said this about the US you’d call them deranged. 2. he will TACO like he always does, claim some fake ongoing negotiations, and move the goalposts further out yet again. And Iran will continue to strike us and others in the region. You have shit for brains.

@GuntherEagleman Iran is on Trump time.

🚨 HOLY CRAP!! President Trump is UNLEASHED “Open the Fuckin’ Strait, you crazy bastards, or you’ll be living in Hell - JUST WATCH! Praise be to Allah.” OMG 🔥🔥 “Tuesday will be Power Plant Day, and Bridge Day, all wrapped up in one, in Iran. There will be nothing like it!!!”

@PeteHegseth You’re a clown, can’t wait til you’re tried for war crimes

Back to the Stone Age.

@SheriffStrategy Hey credit where it’s due. Decent recovery off lows today

@n_kramer I haven’t called any bottoms until now, I usually don’t miss either. This is different because its tested- Ive traded Ondas for 10 months and have happened to call most bottoms perfectly. Everyone has their own TA methodologies, I just know which one the algos follow.

$ONDS Bottom is in. Do as you please with this information

@SheriffStrategy fair enough, glta, I personally will not be fighting the trend, also not selling as this was never a 2026 story to me.

@SheriffStrategy Im long and not changing anything but im also prepared for more pain until there is more certainty in market, high beta is just getting smoked endlessly

@SheriffStrategy W/ all due respect, you and others have called for bounces over past couple of weeks to no avail. What makes this different? There is no bottom in this market with lots of macro tailwinds to a name that is pretty overvalued and is trading off yet unproven growth targets.

@bdfish24 @YoYInvestor Mostly I’m tired of people spreading incorrect info about this raise, and then other people complaining about the SP performance. Finally, we all know who the buyer of the raise was, it’s no secret it’s capital heights/susquehanna

@bdfish24 @YoYInvestor Paid 16.45 for commons + warrants. At time of deal stock was 14.01, so the most you can claim they paid is that. But warrants were way under value at just 2.44 and they’ve made money via hedge.

The institutional investor behind the $1B $ONDS raise from January is sitting on a gross paper loss of ~$465M on their common stock position alone. 60,790,274 shares with a cost basis of $16.45. The delta hedge on their 121M warrants certainly offsets some of that, but with the stock trading under $9, those warrants are deep OTM. No amount of hedging can make up for that. Remember, they need the stock higher more than just about anyone. No crying in the casino!

@bdfish24 @YoYInvestor And I’m not saying the buyer is trying to destroy the company, but its a major overhang on SP. Also SP needs to be way higher for them to be interested to be fully long. Sadly SP is so far from 20, or even 30, where Eric admitted they’d profit a lot more than current strategy

@Brad_Shultz @YoYInvestor @bdfish24 Right, original poster blocked me already so couldn’t reply. Also they likely sold vast majority of shares at much higher than current prices. Eric confirmed last of pre funded warrants were converted mid Feb. look at price action from raise date to mid Feb

@YoYInvestor @n_kramer @bdfish24 3/N It doesn’t mean that the fund who provided the money is nefarious or not bullish on the company. The difference here is that this money wasn’t raised as a last resort but to fund accretive revenue which will hopefully justify a substantially larger market cap.

@bsiegelIR @YoYInvestor This is correct

@YoYInvestor They sold that stock a long time ago. They just have the warrants to play with and likely use leverage.

@ive_m5 @Outofmiddleclas And 5P OI 👀

@n_kramer @Outofmiddleclas Look at the OI on the 2028 30c. Checks price.

D for Me

@Outofmiddleclas @ive_m5 they bought months ago likely, probably at higher price. It’s irrelevant price is down this week or today

@ive_m5 Buying that much and price still collapses is not a good sign

@RepLuna How much is Russia paying you?

Those that are arguing against peace talks are complete sociopaths and should be called out for what they are. We MUST put an end to the war in Ukraine. Period.

@P_Remarks Need to get their trades ready first so they can front run the market for the 500th time in year and change this buffoon has been president

@LiebermanAustin Solid stuff here, most posts are either so bullish - next pltr, or bearish - total fraud