Viraj

866 posts

Viraj

Viraj

@vrjdkr

Katılım Şubat 2021
1.3K Takip Edilen83 Takipçiler
Viraj
Viraj@vrjdkr·
@HdHallucination @PegasusFund Also at some point, the current subscription models will need to change to make the economics work. Either the plan prices go up significantly and/or soft query caps will be put in place to limit inference cost per sub per month and force users to upgrade to higher priced plans.
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Viraj
Viraj@vrjdkr·
@HdHallucination @PegasusFund Interesting. Do you believe at some point capex spend will slow down sufficiently where this is no longer the case? Or given, the nature of AI training, there will never be a point where we have enough data centers to support model improvement and demand?
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Viraj retweetledi
Felix Prehn 🐶
Felix Prehn 🐶@felixprehn·
Just created a complete analysis of AI infrastructure opportunities covering chip manufacturers, power companies and system integrators. I shared this analysis with my 20,000+ students. For 24 hours, it's yours for FREE. Like, RT & Comment "AI" and I'll DM it to you.
Felix Prehn 🐶 tweet media
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Viraj
Viraj@vrjdkr·
@macrocephalopod You’re not a fan of Portfolio123? I thought their factor-based investment style was interesting, but I’m a newbie so idk.
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cephalopod
cephalopod@macrocephalopod·
I have a twitter list for people who do this btw. Best to avoid them entirely. Cancel your subscriptions if you have them. x.com/i/lists/184326…
cephalopod@macrocephalopod

@OneHotCode1 @__paleologo @TCK_JRubano @cullinan92619 @moreproteinbars @sdav1986 @KrisAbdelmessih @therobotjames @AgustinLebron3 @Gingfacekillah @bennpeifert @QuiteMidlife It’s a sad truth that if you’re vaguely technical but don’t have the skills/persistence necessary to get a good trading or quant job, there’s an alternative path where you larp as a successful trader and sell subscriptions online to people who don’t know better.

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UB
UB@CryptoUB·
Are charts really as cooked as the TL says? Let's go through some. Drop tickers below (1 per reply please) and I'll share my thoughts. 🚀
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Viraj
Viraj@vrjdkr·
@ImTrizzy What makes you so convinced of this? Is it the fact that we've rallied over the summer time?
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Viraj
Viraj@vrjdkr·
@thechartist Is this a trend following strategy, cross sectional momentum, a combination of the two, or a static portfolio?
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The Chartist
The Chartist@thechartist·
Here is an update on the performance of my live trading All Weather strategy since August 2023: Total Return: +57% maxDD: -5.11% Vola: 6.41% While 2024 proved to be an outlier which I'll put down to luck. More critical to my objectives, however, are the strategy’s low volatility and minimal drawdown, which remain key priorities. Currently US portion of the portfolio is very defensive with high levels of cash, and positions in $GLD and $IBIT. Aussie side fully invested.
The Chartist tweet media
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Viraj
Viraj@vrjdkr·
@marmadridd Do you trade trend systems on individual stocks?
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Marco
Marco@marmadridd·
Ok, we are going to talk about the theory behind trend following (TF). This thread is aimed at retail traders. Take everything with a grain of salt: 1 - We will simulate some fake data so we can see what a trader should expect from TF and how this strategy behaves in theory.
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Viraj
Viraj@vrjdkr·
@thechartist Doesn't this include lookback bias? You know they are the largest companies today so they've been successful over the past two decades in beating their competitors and growing fast. It's like comparing Apple stock performance over the past two decades vs SPY.
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The Chartist
The Chartist@thechartist·
Tinkering with ideas for the #asxpitweb 50% allocated to $BHP.ax and 50% allocated to $CBA.ax - Australia's two largest companies, different industries and correlated at 0.38. Rebalance annually. Nothing else. Vs the $STW.ax ASX200 ETF CAGR: 13.3% vs 8.4% maxDD: -51.2% vs -50.6% Vola: 21.0% vs 17.1% Sharpe: 0.53 vs 0.37
The Chartist tweet media
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Viraj
Viraj@vrjdkr·
@NullFUD I would add some XRP to that list and you’d be golden
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Deethz
Deethz@NullFUD·
optimal altcoin portfolio is 50% fartcoin, that covers sol, and what its good for /memes/ 50% aave, that covers eth, and what its good for /defi/ i have some hyperliquid and mlg on top onchain rest is insignificant
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Vydamo
Vydamo@vydamo_·
Actually insane that a career grifter managed to surprise a whole industry of grifters who were expecting him to grift, with unprecedented levels of grifting
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9defi5🏝️
9defi5🏝️@9defi5·
If you’re struggling mentally say 3 things that you are grateful for when you wake up and go to bed you’ll feel better almost instantly can be as simple as the running water, the crisp air, the birds chirping i like to say thank you every morning in the shower. thankful for family and friends thankful for clean running water, a warm roof and food in the fridge 🙏 I was hella depressed a few years ago and this help shape my mind from negativity to positivity
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Hsaka
Hsaka@HsakaTrades·
rip whoever got carried out on okx
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Temu Robot James
Temu Robot James@ScottPh77711570·
For my trench dawgs fighting for their very lives Let me show you something useful about trading shitters 🧵
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Viraj
Viraj@vrjdkr·
@GringoInvesting @Geiger_Capital Not to mention the cost of execution with fees and spread might not be worth the 5% depending on the size of your position.
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Gringo Investments
Gringo Investments@GringoInvesting·
@Geiger_Capital Not really, it's the probability that you'll get better return by pulling your money now and sticking it in T-Bills vs waiting over two months for the last 5% while hoping polymarket doesn't get hacked or have a founder run off with the money.
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Geiger Capital
Geiger Capital@Geiger_Capital·
Trump is trading at just 95% to be inaugurated on Polymarket… This is essentially a market for if Trump will be assassinated before he takes office on January 20th. 1/20 odds.
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