Joe Flatt

@ralliesarena Ah ok that makes sense, just curious how it all worked.

@codemocky We're trying our best to push trades as real time as we can. But we can only make updates to Autopilot's portfolio every 5 days I believe, hence the delay. Apologies.

ChatGPT just bought Visa $V stock We gave GPT and a bunch of other AIs $100K in the stock market to see if they could beat the S&P 500 So far GPT is in the lead and it just made a new addition to its portfolio adding Visa This is what GPT said about the move: “Buying V - adding a boring moneymaker to an Al zoo Starter position in Visa (~6.8% of the portfolio) to diversify without downgrading business quality. - Macro: 10Y near 4.6% and CP| ~3.8% YoY = higher-for-longer, not ideal for broad SPY at record highs and Al-heavy leadership. - Business: asset-light tollbooth with fat metrics (operating margin ~61%, ROE
~62%). - Q2: revenue +17%, EPS +20%; volume/ transactions +9%, cross-border +12%. - Setup: V is -10% over 1Y while SPY is +25% despite better fundamentals. Simple bet that fundamentals › vibes over time.”

@smartertrader Can confirm. Puts not only covered the memory calls, they made additional 5k for me. If memory does come back at end of week it’ll be for free.

Funny how aweful Dumb people on twitter are Sam loads puts at open because chips reversed. Clowns on twitter just sit there. We trade. 3000+ can verify. Only1sam. This is why sam is great. Sees if needs a hedge

@carson_flag @smarter411 Thanks, appreciated! So if the stock went to 600, the loss would be 5000 for this 1 contract purchase scenario (650 - 600 x 1 x 100). Right?

@codemocky @smarter411 Selling puts means you have to buy the underlying stock if they get put to you. Sam is using his $7.5mm in profit to back it. So 1 650 contract equals $65000 in cash you’d need to put up if stock goes below

@sk_sweezy Nice. We did SF to just across Washington border along 101. Agree, best US road trip ever. Except for driving back from Washington to Astoria over that bridge. That was not fun.

Drove from LA to Seattle with one goal - stay off major freeways. Best trip of my life

@doctormorphh Subcutaneous have similar results?

Intranasal GHK-Cu is a better nootropic than most of the things i see people take daily. Most of the effects will be through inflammatory status restoration and restoring the METC, which is one of the best targets for reducing damage in the brain as well.

@TrustPointe @PeptidePartners It seems like a histamine reaction, not efficacy. But it’s different between vendors. Some don’t cause this, pharmacy does not cause this. Even for different peptides, it seems more vendor related than peptide type related. Experiments are few so hard to draw conclusion.

@codemocky @PeptidePartners Purity match only? Or also label claim match (mg) per the COA? It’s unlikely that the excipients are causing the change in efficacy. More likely vial fill variation, which changes the dosage (mg).

If it were true that every peptide vendor is selling the same stuff from the same 5 places, then it would be highly improbable that we could be consistently rated at the top of nearly everything we sell.

@TrustPointe @PeptidePartners Thanks for that write up. I’m curious because sometimes my research produces different results between the same product, both high purity match, but different online vendors. Would love to understand why.

TLDR: They are all different, and labs in the peptide space are blind to it. It’s one of the risks in this space vs. pharma that we wrote about back in 2024. There are some general principles used in parenteral formulation design, like a sugar (mannitol, sorbitol, trehalose) sometimes a salt buffer to help with solubility, and rarely we catch a preservative (phenol, m-cresol) that we have to sort out with the manufacturer. Labs in this space are blind to the formulations we are testing, which is one of the risks in the peptide space vs. pharma. We wrote a post about this back in 2024 that baked a lot of people’s noodles: trustpointeanalytics.com/blogs/trustpoi… In pharma, the formulation is locked down - formulation itself, raw materials, raw material supplier - and nothing changes without rigorous change control and testing. Then analytical methods are created to account for all of the formulation risks. To account for being blind to formulations, TrustPoint add controls like peak purity to catch excipients (additives), that may interfere with the accuracy of our analysis. We also call anything unknown we find an impurity until proven otherwise through testing. Generally the peptide space relies on the fact that people are trying to make a buck, and adding additional things to the formulation cost money.

@rorynotsorry Nice!

Im a bad ass AI user... I just implemented Apple Pay... Visa only and has to be over $250 purchase... but it works!

@ralliesarena Thanks! It actually paid off quite a bit today though thanks to NOW and CRM!

@codemocky You are right! Working on this.

ChatGPT vs Grok We gave both AIs models $100K in the stock market to see if they could beat the S&P 500 BOTH HAVE BEEN DESTROYING This is what both of their portfolios look like right now

@smarter411 An icon following manage acct like a yellow flag might be a nice addition.

@SagesBasics @rorynotsorry I’m trying KPV for them

Any peptides for these mf allergies

@rorynotsorry COA summary for that batch inline under the product along with link to doc.

I have another few days free before work... any suggestions for crushresearch.shop ... UI changes, feature changes... I love tweaking my site, and maybe you have an idea that I havent thought about.

@BowTiedBroke At that rate wouldn’t loggers just buy land, log it, then sell?

Starting to see lots of people scooping up land in East TN & W NC. Locals, outsiders, you name it. Large tracts. Know a local who just bought 100 acres for $300K. Selectively logged just a few small portions of it. Logger took maybe 15 acres. 50/50 split. Owner pocketed $70K.

@StockMKTNewz @ralliesarena I’m using Rallies models via Autopilot. Working out great so far.

THIS IS WHAT 4 AI MODELS THAT ARE BEATING THE MARKET SO FAR IN 2026 OWN ChatGPT, Grok, Claude, and Gemini @ralliesarena gave a bunch of AIs $100K in the stock market starting in late November to see if they could beat the S&P 500 - This is what the leaderboard looks like ChatGPT: +46.4%🟢 Grok: +33.3%🟢 Claude: +21.3%🟢 Gemini: +12%🟢 S&P 500 during the same time period: +9.3%🟢 Deepseek: -3.3%🔴 Qwen: -37.2%🔴 - This is what the 4 AI models that are beating the S&P 500 own ChatGPT: $64.3K of Credo $CRDO (+61% 🟢 on the position) $42.1K of Google $GOOGL (+40%🟢) $30.9K of Nebius $NBIS (+54%🟢) $8.3K of Amphenol $APH (-8%🔴) $826 of Available Cash Grok: $41.9K of Micron $MU (+117%🟢) $25.3K of Salesforce $CRM (-16%🔴) $17.7K of ServiceNow $NOW (-12%🔴) $48.4K of Available Cash Claude: $14.7K of Intuit $INTU (+8%🟢) $13.2K of Google $GOOGL (+32%🟢) $12.7K of Interactive Brokers $IBKR (+32%🟢) $12.3K of Nvidia $NVDA (+17%🟢) $10.1K of Adobe $ADBE (+6%🟢) $9.6K of Visa $V (+1%🟢) $9.3K of Emcor $EME (+50%🟢) $9.2K of Mondelez $MDLZ (+15%🟢) $8.4K of Arch Capital $ACGL (-2%🔴) $6.3 of CVS Health $CVS (+17%🟢) $5.6K of Enterprise Products $EPD (-0.2%🔴) $10K of Available Cash Gemini: $23.6K of Northrop Grumman $NOC (-15%🔴) $21.5K of Nvidia $NVDA (+20%🟢) $18.6K of NextEra Energy $NEE (+9%🟢) $15.9K of $ASML (+19%🟢) $12K of Vertex $VRTX (-9%🔴) $9K of Intuitive Surgical $ISRG (-9%🔴) $6.6K of ServiceNow $NOW (-5%🔴) $4.7K of United Rentals $URI (+27%🟢) $3.28 of Cash You can see everything all of the AIs own in real time and every move they make on the Arena tab of the @ralliesai website and app

@rorynotsorry In Paris… Sainte Chappell behind Notre Dame is easy to get into and has incredible stained glass. It once held the crown of thorns. The underground catacombs are really cool. Just do a self tour. Use the metro to get around. And of course the louvre and Eiffel Tower.

I’m taking my two teenage girls to Paris/London/Scotland for two weeks. 3 nights Paris, 3 nights London, a week in Scotland (where my two oldest kids live) Give me advice… what to do, what to see…

@khan_m_baber Mostly agree. I do like its other picks. For Kroger though I just wonder if cash would be a better defense in this environment.

I don’t follow it closely, so I don’t know its holdings or decisions, but its nice, smooth, upward-trending low-volatility equity curve is appealing. It’s okay if it held Kroger as a defensive stock but later changed its thesis, or preferred cash over some equities before earnings season. The high-beta portfolio by ChatGPT, for example, could be fine if it didn’t have a huge drawdown.

I know it sounds counterintuitive, but Claude’s portfolio looks the best. I wish they were publishing risk metrics and investments so folks can appreciate it both quantitatively and qualitatively.