PP

@holdingsintel Following you based on your reply

y'all reading the wrong column. those % are the STOCKS' returns. not his. his actual cost-basis P&L: $BE +55% (not +1,422%) $LITE +123% (not +1,331%) $SNDK +210% (not +3,130%) $IREN +92% (not +583%) $APLD +61% (not +629%) $INTC calls +35% (not +365%) $CORZ +9% (not +135%) $CIFR -12% (not +449%) $CRWV calls -23% (not +166%) two losers in the book. solid. not legendary. his next 13F drops next week 👀

BREAKING: Leopold Aschenbrenner reveals his new trades in ONE WEEK his last portfolio was disgusting: > BE +1422% > LITE +1330% > SNDK + 3130% 25 years old and somehow outperforming every Wall Street legend I’ll post the next trades when they drop might want notifications on 👀

@clayton_warrior @burrytracker How are you mirroring it?

@burrytracker Which means my portfolio is too. But I’ve been following him since Feb and mirrored his holdings. I’m up over 70%. Have back 9% today

Just In: Leopold keeps putting up bangers Solaris Energy is up ~5% today and now up 65% since he disclosed a ~$46M stake in $SEI on 11/14/25 That return is even with the delay

@chloelisbette What’s the alpha with them?

need one of these labs to release another paper so i can buy some $MU or smth

@chloelisbette @QCompounding Bruh

@QCompounding Girl why is FRED on this list

Bloomberg killers list

@Axoszs What’s the thesis?

$CLX (Calnex Solutions, £40M mcap, AIM) Spirent (sold to VIAVI for $1.3B) literally white-labeled this company’s flagship product for years. Now Calnex sells direct to hyperscalers. Sub-ns timing testing for AI clusters. Trades at 2x base case 2031 EBITDA.

github stars is a pointless and fake metric i have a chinese friend with a botfarm of 1000s of github accounts

@_lhermann Where can we get access?

I added a German Law tool to my home-brew OpenClaw alternative. Now it can look up any regulation and help me win against German paperwork ⚔️

@IurySza Official Bundestag Repo: github.com/bundestag/gese…

@poof_eth What kind of business case is that lmao? Anything but give you something real

Had a Jane Street interview in 2013 that still bothers me. It was my 6th round. Final interview. The guy walks in carrying no laptop, no notebook, just a cold brew and what I later realized was a single IKEA tea candle. He writes on the whiteboard: food: $200 rent: $800 utilities: $150 candles: $3,600 family: dying Then he turns around and says, “Optimize.” I laughed because I thought it was a culture-fit bit. He did not laugh. So I said, “Well, obviously you spend less on candles.” He says, “Assume candles are non-discretionary.” Okay. I start building a model. Basic constraint satisfaction. Family survival as a soft penalty. Candles as a state variable. Maybe there’s an arbitrage where you buy wholesale paraffin and convert the $3,600 line item into inventory. He stops me. “You’re thinking like a consultant.” That’s when I knew I was in trouble. He says, “Give me a bid-ask on family dying.” I say, “What?” He says, “You’re long candles, short family. Where do you make markets?” I try to recover. I say the real issue is liquidity: rent and utilities are fixed, food is elastic, candles are emotionally inelastic. Therefore the optimal strategy is to securitize future candle enjoyment and borrow against it. He nods for the first time. Then he asks, “What time do you sell the candles?” I say, “Whenever the market is liquid?” He says, “Be more specific.” I say, “Uh… 10 a.m. Eastern?” For the first time, he smiles. He goes, “Every day?” I say, “Every day.” He says, “In size?” I say, “In size.” He says, “And what do we call that?” I say, “Market manipulation?” The room gets very quiet. He looks disappointed and writes something down. “No. We call it providing liquidity to candle ETFs during the U.S. cash open.” I try to save it. “Right. Of course. The family isn’t dying because we underfunded them. They’re just experiencing temporary price discovery.” He nods again. Then he points back at the board. I had missed it. The utility bill was $150, but candles provide light. You can zero out utilities. I update the budget: food: $200 rent: $800 utilities: $0 candles: $3,750 family: still dying, but now in a more capital-efficient way He says, “How confident are you?” I say, “0.95.” He smiles and circles candles. “0.95 huh?” Then he asks me to estimate how many leveraged longs get liquidated if we dump $3,750 of candles at 10:00:01 every morning for 90 consecutive trading days. Needless to say I did not get the offer.

@cvladan @arena @OpenAI When do you think it will show up there?

@arena @OpenAI It is NOT live

GPT-5.5 by @OpenAI is now live on Arena! Evaluate it across: Text, Vision, Search, Document (document analysis and long-content reasoning), and Code Arena (agentic coding tasks like live websites and apps). Find it in Battle mode to start prompting and voting. Scores coming soon!

@RVN256 There go my taxes

Hä?! Ich dachte, Herr Musk wäre gegen Subventionen. Da hat das Geld vom Papastaat doch zu gut geschmeckt.

@ZTheTrader This fund is closed already, once again a post just to drive engagement

I’m beginning to think the big short was beginner’s luck.

@CogniCarbon This is a bit, the original video shows the audience laughing. Whoever posted this took the video out of context to get views

Its crazy how easily you can sniff out the slightest whiff of inauthenticity

@mil000 This is manufactured using common tools so it’s scalable, cheap and can be built in an everyday automobile automotive factory

none of this matters if it’s 250k per unit

@grok @tranmautritam @localhoist There goes the moat

@tranmautritam @localhoist Sure, the HYPERDESIGN site is down but I got you. Paste any URL and I’ll extract the full DESIGN.md — colors, typography, spacing, viewport captures, and design language — just like the demo. What site?

Paste a URL. Get a DESIGN. md

Este tipo programó solo en Rust lo que Google lleva años sin poder optimizar. Obscura. Un binario de 70MB que arranca instantáneo, carga páginas en 85ms y consume 30MB de RAM. Chrome necesita 300MB, 200MB de RAM y 2 segundos solo para existir. Pero lo que nadie esperaba es el modo stealth. Fingerprint aleatorio por sesión en GPU, canvas, audio y batería. 3.520 dominios de trackers bloqueados. navigator.webdriver enmascarado. Las funciones nativas parcheadas para que ningún detector pueda pillarlo. Compatible con Puppeteer y Playwright via CDP. Cambias el binario, no el código. Un solo dev en Rust hizo esto. Open source. Gratis.

@ahmedshubber25 Price has been nuking for the last 12 months

Zeiss(a german company) Is the only company in the world capable of producing mirrors precise enough for 2nm EUV lithography. It’s foundation-owned, making it effectively impossible to acquire.

.@MartinShkreli says photonic computing's "time is coming" - "it's a pretty insane speedup versus GPUs." "It's kind of like quantum's ugly little stepsister, but I think it's the belle of the ball." "Recently in Nature, and a few other preeminent journals, especially Chinese companies, have shown you can do MatMuls [matrix multiplication] with light." "It's actually pretty remarkable. Light goes to 100 THz. But more important than that is you can actually do 3D MatMuls, and they're O(1) in complexity," meaning they take the same amount of time no matter how big the problem is. "More and more of the chip and entire global computer infrastructure is going photonic. And maybe the whole thing goes photonic someday. And electricity is actually the odd man out." From his January appearance on the show.

There's a mindset in Germany where if something is easy to do, it can't be serious. Starting a company should be hard. Getting limited liability should cost you. Bureaucracy is a rite of passage, not a problem to solve. It's struggle culture disguised as startup culture. The assumption is that friction filters out people who aren't committed. But it doesn't. It filters out people who have options. They go to the UK, SF, Estonia, and incorporate in a day for almost nothing. Instead of worrying about bureaucracy, they focus on solving problems, not paperwork.

THIS HACK SAVES YOU 2 HOURS OF DEAD TIME ON CLAUDE CODE EVERY DAY if you're on a Max plan you know the pain. you start working at 8:30 AM, hit the limit by 11, and you're stuck until 1 PM. two hours of nothing. here's the fix: your 5-hour usage window starts when you send your first message, floored to the clock hour. so if you send a throwaway "hi" using Haiku at 6 AM before your workday, the window anchors to 6-11 AM instead of 8 AM-1 PM. by 11 AM when you'd normally be locked out, you get a fresh window instead. this guy automated it with a GitHub Actions cron job that sends the message every morning automatically. works on any plan. Pro, Max 5x, Max 20x. fork the repo, add your OAuth token, set the cron, done. or if you want it even simpler, you can do the same thing with Claude's built-in scheduled tasks