weather iam

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weather iam

@weatherctam

Katılım Eylül 2017
1K Takip Edilen50 Takipçiler
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Ayushi
Ayushi@ayushi32974·
Nobody told you airlines have two prices for every flight. The price they show you. And the price they hope you never find. $1,190 flight. Paid $141. $1,049 difference. Same seat. Same day. Here are the 7 prompts that found it: (Save this before disappearing).
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Ethan Kho
Ethan Kho@ethanrkho·
This guy beat the market for 17 straight years trading a sector many investors have written off post-2008 Derek Pilecki (@gatorcapital) runs a financials-only fund. 21%+ annualized. His edge? A corner of the market many investors moved away from after the GFC. We cover: - Why he expanded from 25 → 40 positions and returns went UP - His counterintuitive rule: buy higher, not lower (positions get LESS risky as they rise) - The Robinhood call — bought late 2023, rode it to a multibagger - Why he's quietly watching FactSet, Morningstar & Verisk right now - His view on private credit risk (and why he disagrees with Jamie Dimon) - How he uses AI to analyze more stocks without losing his edge - Why markets chronically underreact to good news — and how to exploit it - The brutal career reality no one tells young PMs about Highlights: 00:00 Intro 01:06 Derek's +21% annualized return track record 02:50 Fundamental business change vs market noise in Robinhood 05:25 Portfolio construction: Concentration limits and adding to winners 09:09 Sourcing alpha and identifying three-year doubles in financials 12:44 Developing edge through repetition and management team cycles 14:16 Why the post-GFC regime fundamentally changed bank underwriting 17:07 Assessing tail risk and leverage in the private credit market 21:23 AI-driven market dispersion and identifying moaty businesses 24:11 Why shareholder base turnover matters for timing broken charts 29:37 Integrating AI into fundamental research and SEC filing analysis 35:39 Risk management: Permanent capital loss vs mark-to-market volatility 37:12 Capacity constraints: Optimizing for returns over AUM scale 50:39 Career risk and the reality of active money management
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weather iam
weather iam@weatherctam·
35 minutes to get through Clear at #EWR at 630am today #TSA
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Tony
Tony@tonybruess·
🌺 My boyfriend's parents booked their regular holiday flights to Hawaii. What happened next is exactly the type of magic we're seeing daily at Arden HQ. Arden imported their itinerary and started optimizing. A few days later it flagged an opportunity: if they added one day to each end of the trip, the price dropped by more than half. They approved the change with a single text. 👍 Arden rebooked the flights. They got over $5,000 back. 😎 🤑 They didn't search for that. They didn't know to look for it. They just... got a text that said "hey, I found something." 💡 Here's what's different about Arden and why I'm so excited about what we're building: it's not a tool you have to remember to open. It's not a website you have to check. It's a proactive agent that is always running in the background, always watching your trips, always looking for opportunities you'd never think to look for yourself. Most travel apps are reactive. You go to them when you have a problem. Arden is proactive. It comes to you. Before the problem, before the missed opportunity, before the money is already spent. So what are you waiting for? Link in the replies 🔗
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The Icahnist
The Icahnist@TheIcahnist·
BREAKING: Thoma Bravo just released their LP meeting slides. The world's largest software PE firm thinks the market has it completely wrong on software right now. Public markets are panic-selling software based on AI fear. Here's what they're seeing:
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Jake Gilman
Jake Gilman@jakeglmn·
Rich Roll had 3 of the world's top fasting experts on his podcast. Dr. Alan Goldhamer, Dr. Valter Longo, & Dr. Michael Greger. They revealed shocking truths about fasting & disease reversal. Here are my top 6 takeaways: 1. The weight you regain after fasting contains zero fat
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Nav Toor
Nav Toor@heynavtoor·
🚨BREAKING: Google just made it possible to build your own AI assistant for free. No subscriptions. No code. Here's how to set it up: 👇
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Ryan Leachman
Ryan Leachman@RG_Leachman·
I asked Claude to build my daughter an app that plugs into our piano, can read live key strokes, can show her sheet notes and key view and ends with a Guitar Hero style game. All while giving progressively harder songs. Today she’s using It and crushing It.
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Aakash Gupta
Aakash Gupta@aakashgupta·
We’re spending $200B+ a year on data centers to power AI. One company raised $11M, grew human brain cells on a chip, and the cells taught themselves to play a 3D shooter in a week. Cortical Labs grew 200,000 human neurons on a silicon chip and taught them to play Doom. The cells navigate, target enemies, and fire weapons in real time. Their previous game, Pong, took 18 months on older hardware. Doom took a week. An independent developer with zero biotech experience built the integration using a Python API. The neurons did the rest. That compression from 18 months to one week tells you everything about where this is going. Here’s what the “can it run Doom” crowd is missing: each CL1 unit costs $35,000. A full 30-unit server rack draws 850 to 1,000 watts total. Your brain runs on 20 watts. A single GPU cluster training an LLM can draw megawatts. The energy economics of biological compute are orders of magnitude better than silicon, and that gap scales. The investor list tells you who’s paying attention. Horizons Ventures, Blackbird, and In-Q-Tel, the CIA’s venture arm. In-Q-Tel doesn’t fund science projects. They fund intelligence infrastructure. 115 units started shipping in 2025. Cortical Labs is now selling “Wetware-as-a-Service” through the Cortical Cloud. Developers can deploy code to living neurons remotely without touching a lab. They’re pricing access at the level of a software subscription while the hardware runs on real human brain cells derived from adult skin and blood samples. The Doom demo is marketing. The platform play is a bet that biological neurons will eventually outperform silicon at exactly the tasks AI struggles with most: real-time adaptation under uncertainty, learning from minimal data, and processing ambiguity without brute-force compute. The question was never “can it run Doom.” The question is what happens when it can run everything else.
Curiosity@CuriosityonX

🚨: A petri dish of human brain cells just learned to play DOOM

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Robert Griffin III
Robert Griffin III@RGIII·
Drake Maye faced the toughest path to the Super Bowl in NFL Playoff History. No QB has ever beat 3 Top 5 defenses to get to the Super Bowl. Until Drake Maye. Chargers were #5 Defense Texans were #1 Defense Broncos were #2 Defense PUT SOME RESPECT on Drake Maye’s name.
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Cameron Wolfe
Cameron Wolfe@CameronWolfe·
“They were calling me washed. Saying I didn’t have it anymore. I just wanted to prove to myself I am who I say I am.” “This team took a chance on me. I just wanted to make them proud.” 1-on-1 with emotional #Patriots WR Stefon Diggs headed to 1st Super Bowl:
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Jonathan Berk
Jonathan Berk@berkie1·
In 2003, eight Rhode Islanders created a secret apartment inside The Providence Place Mall and lived there for four years, filming everything along the way. Available on @netflix Friday.
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mahera
mahera@mahera777·
Trader turned $120 into $4,800 with a single weather bet on Polymarket This trader has 2,117 predictions, of which 2,098 are weather predictions He bets on the weather every day and wins almost all the time. His profit for the entire time is over $20,000 His strategy is simple: - buys YES below 10c - does not buy NO prediction - risk <$100 per bet His biggest wins: - $4 -> $495 - $5 -> $494 - $119 -> $4800 He usually bets small amounts up to $100 and very often gets from +200% to 1500% from one prediction profile: @neobrother?via=mahera777" target="_blank" rel="nofollow noopener">polymarket.com/@neobrother?vi…
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NFL
NFL@NFL·
Professor Tom Brady teaching how to throw the ball in the wind 💯 SFvsPHI on FOX/FOX One Stream on @NFLPlus
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FearBuck
FearBuck@FearedBuck·
After a year of research, YouTuber LabCoatz says he cracked Coca-Cola’s secret formula He used chemistry to identify every ingredient and create a recipe that’s chemically identical to Coke.
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mahera
mahera@mahera777·
Trader made over $1,000 by betting just $48 on the weather on Polymarket He has 1,420 predictions with a total winnings of $25,700 with a good win rate This trader is like a meteorologist who controls the weather because he bets every day His strategy is simple: - Buys YES only below 10-15c - Buys NO only above 40-50c - Still risks <$1 per position The most successful bets: - $48 -> $1020 - $127 -> $1221 - $107 -> $1327 Small bets + small price = positive profit over time profile: @0xf2e346ab?via=mahera777" target="_blank" rel="nofollow noopener">polymarket.com/@0xf2e346ab?vi…
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