Colin 🐻d

$SPX - This 16 year, +900% super cycle has been truly historic. Nothing lasts forever though, and I suspect the top is in. This is, IMO, a plausible roadmap for a post parabolic secular reset. The 0.50 fib aligns with the longer term trend, and is the same retracement as during the dot-com bust. Depending on if/when this starts, bottom likely comes after ~18-24 months.

@om_patel5 Pretty much exactly how I operate rn with any dev work

THE ANTHROPIC TEAM DOESN'T WRITE CODE ANYMORE. this guy's friend got hired at Anthropic 3 weeks ago. nobody on his team has hand written code in months. they run multiple agents in parallel and act more like managers than engineers. his friend said if you're just watching an agent code, you're already behind that idle time should be spent spinning up another agent and directing it somewhere else. the point is that the new method isn't "use AI to code faster." it's "you are the product manager, the agents are your engineers, and your job is to keep all of them running at all times"

@cleanmoney86 will DM you the details for access this weekend!

@Vires_Num3ris IN!

Opening 20 free beta spots next week 👇 Every evening you get: institutional options flow + dark pool analysis for up to 15 tickers you pick, plus a macro read with specific levels and conditions to watch. Sunday you get a weekly recap with alpha signals for the week ahead. We've been posting the receipts. Now you can see the full product. Reply or DM if you want in.

Yesterdays daily analysis on $AAPL Today it's the only FAANG name that's green (+0.54% as of this post). AAPL also had one of the highest FlowScore's of the day across the market. FlowScore = level of institutional activity. Not a directional metric, but rather one that signals an increased probability of outsized movement near term.

Sunday night's macro alpha signal, word for word: "Hold above 640 with $VIX dropping below 24 = relief rally toward 660" Monday open: $SPY 657.82 (+1.4%), VIX 24.74 (-7.6%) We also flagged $VBR outperformance as the rotation signal. VBR is leading SPY this morning.

$SPY, $QQQ, $VOO, $IVV - For the last six months, institutions have been distributing in this six-month range. Today, price broke down below it. 1/3

Not only did it catch the bearish confluence across a variety of indicators (several of which proprietary), but it also had $LLY at the top of my list of most actionable tickers yesterday (the daily digest stack ranks across a users list of followed names, up to 15 of them)

I've been working on a market data analysis tool and its coming along quite nicely... Here is yesterday's trade digest report for $LLY Share price is down 2.62% as of the the open. 🎯

Just muted 'holy shit'. The former crypto-turned-AI grifters are out in full force since Claude Code went viral a few months ago. A hugely obnoxious crew.

@p_naix If you're going to copycat, at least get the basic details right...

Are you in Claude Peak Hours? Find out here claudethrottle.com

this is actually insane > be tech guy in australia > adopt cancer riddled rescue dog, months to live > not_going_to_give_you_up.mp4 > pay $3,000 to sequence her tumor DNA > feed it to ChatGPT and AlphaFold > zero background in biology > identify mutated proteins, match them to drug targets > design a custom mRNA cancer vaccine from scratch > genomics professor is “gobsmacked” that some puppy lover did this on his own > need ethics approval to administer it > red tape takes longer than designing the vaccine > 3 months, finally approved > drive 10 hours to get rosie her first injection > tumor halves > coat gets glossy again > dog is alive and happy > professor: “if we can do this for a dog, why aren’t we rolling this out to humans?” one man with a chatbot, and $3,000 just outperformed the entire pharmaceutical discovery pipeline. we are going to cure so many diseases. I dont think people realize how good things are going to get

The Microsoft org 😂😂

Today @GoogleMaps is getting its biggest upgrade in over a decade. By combining our Gemini models with a deep understanding of the world, Maps now unlocks entirely new possibilities for how you navigate and explore. Here’s what you need to know 🧵

@Matt_Pinner Upside down 7 and right side up 9 (so 67 flipped)

So far no one has found the number in the Box What number do you see? Correct answer deserve $650

@Chris_Worsey @karpathy I'm working on something adjacent and this is very helpful. thx for sharing!

I took the @karpathy autoresearch loop and pointed it at markets. 25 AI agents debate macro, rates, commodities, sectors, and single stocks daily. Every recommendation scored against real outcomes. Worst agent by rolling Sharpe gets its prompt rewritten by the system. Keep or revert. Same loop, prompts are the weights, Sharpe is the loss function. Trained the agents on 18 months of market data. 378 iterations. 54 prompt modifications, 16 survived. The system learned which agents to trust using Darwinian weights — geopolitical, commodities, and the @BillAckman quality compounder rose to the top. The agents even figured out their own portfolio manager was the weakest link before we did! Deployed the trained agents. +22% in 173 days. Best pick: AVGO at $152, held for +128%. The final prompts are evolutionary products — shaped by market feedback, not human intuition. Now running live with my own capital. github.com/chrisworsey55/… Part hedge fund, part research experiment :)

Very excited to see this movie!

@markgadala They really do grow up fast these days

Someone is using AI to make babies do stand up comedy. We are cooked.

$VTI is just about the cleanest view you can get right now. Wedge breakdown retest and now stuck between the 21 and 100MA. Precarious to say the least. $335 loss or $340 reclaim are the levels to watch for expansion, but overall this setup is leaning bearish imo.

@VolumeLeaders @grok help me understand this tweet 😜

$IGV - Many of you will look at these charts and immediately know what they suggest. If you are among them, read no further. Some won't have a darn clue though. That's okay. The next several paragraphs are for you. But please, don't ask grok. Just look at the charts. Just. Look. Use your brain and think it out. There is no easy button. Grok isn't going to tell you what this is or what to do. Those large orange bubbles represent disproportionately large dark pool trades. Big players. Big money. Big volume. How big? Big, motherfucker, big. Trade ranks are shown on the annotations. Low numbers are large trades. Really low numbers are really large trades. Now you have context. Now you know they're big, at least in a relative sense. There's additional context on the site. Actual numbers. Additional measures. You can build your own charts and scan and filter and hunt and peck. But for the purposes of this exercise, just know there's a concentration of trades in a relatively confined space after a substantial markdown. $IGV has been around since 2001 and nine of the 100 largest trades since then are all packed in here in this relatively tight space. Can you count to nine? Great. "Hey gr..." Stop. Don't be a bitch and ask grok. Think through it. You want to be a trader? Use your head. Where do institutions transact with size? Where? Highs and lows. Now why do they do it there? WHY? To accumulate or distribute. How do they know they're trading at or near a high or low? Because they get to decide where the highs and lows are going to be. They don't guess. They engineer outcomes. Does this look like accumulation (bottoming) or does this look like distribution (topping)? I'm not going to spell it out for you. I'm not your trade signal bro. I don't sleep four hours a night so I can sit here and dish out risk-free bangers to internet strangers that are looking for shortcuts. VL is a research platform. It helps you find setups. The amount of activity here suggests this ticker is worth exploring - even if you decide not to act. Try to decipher what they're doing. Reason it out. Now look at your charts. Any important levels nearby? Moving averages? Fibs? Keltners? ATRs? Wyckoff schematic alignment? Trend lines? VWAP? What does your super duper top secret proprietary whatchamajig say? Does it match the positioning on these charts? Do you have multiple dimensions of information confirming the same thesis? If you don't have confluence, move on. It's not for you. That's okay too. Plenty of fish. If you do have confluence, great. The more the better. Now decide how to trade it. Lots of right answers. Plenty of wrong ones too. Select an instrument. Select a timeframe. Locate your entry. Set your stop. Size appropriately. Let her rip. You know where institutions are parked, so you have guideposts for your entry and your stop. If things go sideways, damage can be contained. If price is moving against their positions, and against yours too, you know you done messed up, A-A-ron. Get out. Recalibrate. Otherwise enjoy the trade. Good luck. volumeleaders.com/register