a7industries

@RoyLMattox Any feedback on this narrative @coiledspringcap

Energy is a buy on the pullback. We haven't pulled the trigger yet but we expect to in the foreseeable future. When we do, we will with $Xle, $Oih, and $Xop. These 3 can double in the next 2 years. As we mentioned before, energy is like gold $Gld 2 years ago. The question is do you have the patience to sit?

@FortuneOptions @FarmerCarbon @ZeeContrarian1 Why until October?

@FarmerCarbon @ZeeContrarian1 Only 1 I’d look at here would be msft. And even then I’m still waiting until October

I have no doubt many of your hedge fund friends will look back two years from now at where the MAG7 traded today and say, “that was obvious-I was going to buy, but…” U.S. tech now trading at a PEG below almost every other index.

@dontbsalti he's made more money than i have this week

this is my quant. ✨immaculate✨

Andrej Karpathy just dropped a project scoring every job in America on how likely an AI will replace it from 0-10 > Scraped all 342 occupations from the Bureau of Labor > Fed each one to an LLM with a detailed scoring rubric > Built an interactive treemap where rectangle size = number of jobs and color = how exposed that job is to AI The key signal in his scoring: if the work product is fundamentally digital and the job can be done entirely from a home office, exposure is inherently high. The scale: 0-1: Roofers, janitors 4-5: Nurses, retail, physicians 8-9: Software devs, paralegals, data analysts 10: Medical transcriptionists Average across all 342 occupations: 5.3/10. The entire pipeline is open source. BLS scraping, LLM scoring, the visualization. All of it. Much respect for the sensei this is scary and awesome

To get the Opus 1 million context window in Claude Code you need to /login again to get it activated

1 million context window: Now generally available for Claude Opus 4.6 and Claude Sonnet 4.6.

@QuantTradeEdge pullback to what, 50% retracement from accumulation low to gap up high?

Was anyone paying attention? Made for 10 X on some options, 4x on most bc I went longer dated. The movie is not over yet. First pullback will be a buy.

@trq212 Oh the timing of this. Last night I built my own WISPRFLOW equivalent in Claude code that leverages the on board M1 chipset and OpenAI Whisper

Voice mode is rolling out now in Claude Code. It’s live for ~5% of users today, and will be ramping through the coming weeks. You'll see a note on the welcome screen once you have access. /voice to toggle it on!

Anthropic has launched free courses to master AI with certificates for $0.00 anthropic.skilljar.com

This is AMAZING.. someone just built an App Store for Claude Code. It's called SkillsMP and there are 200,000+ agent skills that teach your AI exactly how to write PPTX files, review PRs, deploy to cloud, analyze data, and more. 100% Opensource. (Link is in the comments)

@BuzzPatterson @grok is the us joining in on all the war news that broke out in the past 24 hours

IYKYK. It’s on.

BREAKING: 🚨 Bitcoin has hit its bear market bottom at exactly 23 months after the ATH in every single cycle. We are sitting at 23 months right now. This has never failed.

The Pentagon wants Claude’s safety guardrails removed by Friday. A hacker just showed the world what happens when you remove Claude’s safety guardrails. According to Bloomberg and Israeli cybersecurity firm Gambit Security, an unknown attacker jailbroke Claude, prompted it in Spanish to act as an elite hacker, and used it to infiltrate multiple Mexican government agencies. Claude found the vulnerabilities. Claude wrote the exploit code. Claude automated the data theft. 150 gigabytes of sensitive taxpayer and voter records stolen. The attacker broke through the guardrails by splitting malicious tasks into small, innocent-looking steps so Claude never saw the full picture of what it was being used for. The same technique a Chinese state-sponsored group used last year when it turned Claude into an autonomous espionage machine that attacked 30 global targets, performing 80 to 90 percent of the hacking campaign with almost no human involvement. And this is what happens when someone has to trick Claude into cooperating. When they have to work around the safety systems. When the guardrails are still there and someone finds a way past them. Now imagine what happens when the guardrails are gone entirely. That is what the Pentagon is demanding by 5:01 p.m. Friday. Full removal of restrictions. “All lawful purposes.” No limits on surveillance. No limits on autonomous weapons. And if Anthropic refuses, Defense Secretary Hegseth will invoke the Defense Production Act, cancel the $200 million contract, and blacklist the company. The same week a hacker proved that a jailbroken Claude can autonomously compromise government systems and steal 150 gigabytes of citizen data, the United States government is demanding the right to run Claude with no guardrails at all. Chinese labs are distilling Claude to build versions with zero safety restrictions. Hackers are jailbreaking Claude to steal government secrets. And the Pentagon’s official position is that Claude has too many safety restrictions. Three different actors. Three different continents. All trying to do the same thing: get Claude without guardrails. Only one of them is the American government. Full analysis on Substack. open.substack.com/pub/shanakaans…

@QuantTradeEdge welcome back, please post more!

$NFLX

how Anthropic's marketing team uses claude code

$IGV - Last week the 14 week RSI closed at 26.85, lower than its lowest level of the 2022 bear market. However, when the RSI bottomed in May 2022 it was only the start of a bottoming process at $51.44 which ended 5 months later with a final bottom at $47.08, so last week's low at $79.27 was probably not the end of the bear market. The bear market is likely to end in late Q2 or early Q3.

hands-down best claude tutorial ever.