Sachin

@mukund @openclaw @awscloud @claudeai Wait, spending Claude token $$$ for openclaw after they clamped down on subscriptions? That's the new status flex 😂

I installed @openclaw on @awscloud. I connected it to my backup email. I get a lot of newsletters there. I also use @claudeai as the LLM 5 weeks into it. Lots of messages about “hey look a deal”. Or “these companies have this new thing announced” I stopped responding to my agent. I don’t see the value over just deleting all the emails once a month. I don’t see the use case for me yet. I won’t trust it with my corp email at all.

@alphaticaio Appreciate the civil and constructive discussion here. This was claude code's response, so obviously one needs to have healthy skepticism. Thank you 🙏

Appreciate the effort. This is the kind of pushback that makes our research better. A few responses: "66% false signal rate," We never claimed every CG new-low day is a buy signal. The signal is when the ratio STOPS making new lows near a SPY 52-week low. Counting every declining day as a "false signal" is testing a setup we didn't propose. "CG leads 53%," 53% is a coin flip, which suggests the episode-matching criteria in your backtest are too loose. Our claim was specific: at rolling 252-day lows, the co-occurrence is 16.8x what random chance predicts (Fisher's exact, p < 0.0001). What definition of "bottom" did your backtest use? "Misses 47% of bottoms," Correct. We studied major drawdowns (52-week lows), not every 10% pullback. Shallow corrections driven by sentiment rather than macro risk-off wouldn't show CG confirmation. That's a scope limitation we stated upfront, not a flaw. "Returns edge comes from buying any drawdown," Your strongest point. But just buying every 10% dip would have caught the Jun 2022 false bottom and sat through another -8% to October. The CG ratio's value is as a FILTER — it kept you out of that trap. "Overfitting," We had zero tunable parameters. No lookback optimization, no threshold fitting. It's a co-occurrence test between two series using a standard 252-day window. Small sample ≠ overfitting. They're different statistical problems.

Every major SPY bottom since 2011 has been confirmed by one signal. Not breadth. Not VIX. Not earnings. The Copper/Gold ratio. We backtested 7 drawdowns across 14 years. In 86% of cases, the CG ratio bottomed the same day as SPY or lagged by 10–29 days. It has never once led the equity bottom. That makes it the cleanest confirmation signal we've found: → 2011 Debt Ceiling: CG confirmed +17 days later → 2016 China: CG confirmed same day → 2018 Fed: CG confirmed +10 days later → 2020 COVID: CG confirmed +29 days later → 2022 (Jun): CG confirmed +26 days later → 2022 (Oct): CG diverged — bottom was imminent anyway → 2025 April: CG confirmed +22 days later Average forward return after confirmation: +18.7% at 3 months | +24.9% at 6 months | 100% win rate The April 2025 signal fired on April 30. Three months later, SPY is up 25%. Copper prices global growth expectations. Gold prices fear. When the ratio stops falling, real money is rotating back to risk. $SPY $QQQ $VIX

@alphaticaio → 66% false signal rate (fires constantly, mostly wrong) → Misses 47% of all bottoms entirely → The returns edge is real, but it comes from buying any >10% drawdown, not CG ratio 7-episode backtest is textbook overfitting. The narrative was built backwards from data (2/2)

@alphaticaio I had Claude Code backtest this since 1990, and this is what it found : Copper/Gold ratio "perfect bottom signal" claim with 36 years of data (not their cherry-picked 7 episodes). Results: → CG leads SPY 53% of the time, not lags — the "never led" claim is false (1/2)

@dreamecatcher02 @cnnbrk @ABC So you feel that people should not be discriminated against based on where they were born. Then you shouldn’t have issue stating that country caps on EB green cards are also discriminatory, right?

As an Iranian who has lived in the U.S. legally for nearly a decade, I came here alone with nothing but my education and hard work. Being held back because of my nationality is painful, but it’s my reality. #LiftTheHold #USCISPause @cnnbrk @ABC

@thsottiaux Does it also run out of usage quota midway during the cooking process?

Announcing Codex. A new product from OpenAI that moves beyond coding, into cooking. We were already cooking before, but now *you* can cook too ... with Codex. It is powered by the same technology as our other Codex products. You can just cook things.

@rohanvarma Agree with almost all of these, Rohan. However my experience has been that 5.4 is that it's way too token hungry, almost twice as much as 5.3 codex. Your team was generous with usage quotas, but I get the 5 hour limits reset within an hour, something that never happened earlier

The Codex plans: > SOTA model intelligence > most generous included usage across all plans > cheaper than other frontier models > most token efficient frontier model > Tibo resets limits 4 times a month It would be fiscally irresponsible to not use us :)

@MilksandMatcha Would love this. I’m actively building with AI right now, and Codex Pro would save me a lot of time on implementation, debugging, and iteration. I am actually building a platform that helps emerging artists so it wouldn’t go to waste.

Giving away 5 Codex Pro plans Each person will get 3 months of free Codex Pro (highest tier). Winners will be selected from comments in 48 hours, comment below why you want it.

@NotoriousAKG lol....this thought exercise is funny. The opaque and laborious equivalent of a PERM process applied to the process of getting a birth certificates will certainly bring out people protesting out on the streets.

If you think birthright citizenship is bad, wait until you meet the Bureau of Naturalization. You have a baby. Great. Now produce evidence you are a citizen. You aren't? What about the father? Oh he's a citizen? Well are we sure he's the father? We'll need a DNA test. Fill out some forms, and send them to the government with a fee. If your documentation passes muster, they'll issue a certificate of some kind. If not, they'll send you a request for additional documentation. When your kid is approved, the first certificate will misspell his name, so you'll have to contact this Bureau and request a correction. Is there a deadline by which you have to claim citizenship? What will happen to babies born in remote, poor, rural areas? Will many of them simply be stateless? If we end birthright citizenship, we are going to get a hard lesson in why Chesterton's Fence was built in the first place.

@xoaanya "thoughts and prayers"

Git interview question: You accidentally deleted an important branch that was never merged and no one has a local copy. How do you recover it?

@Cloudwatch199 I'd rather hear from an immigration attorney. @NotoriousAKG - is this guy breaking any law?

Sara Gonzales confronted an H-1B tech worker at his wife's food truck like she caught a criminal. Let me get this straight — this man works a full-time tech job, pays taxes, and his wife started a small business that serves the local community and probably employs Americans. His wife runs it. He helps after his 9-5. He doesn't get paid. Is there a technical gray area in immigration law about helping at a spouse's business? Yes. Immigration lawyers can debate where the line is. But this is an immigrant family creating jobs, serving their neighbors, and contributing to the local economy. This is the American dream in action. And instead of recognizing that, Why should one show up with cameras to turn a hardworking family into rage bait.

@BhoebeBuffay Anang has the receipts. Iranians had a coordinated movement to kill S386/HR1044. That’s what you’re hearing from Indians stuck in decades long green card backlogs. x.com/anangbhai/stat…

I'm seeing a lot of tweets from Indians comparing the #USCISPause for Iranians with the green card cap for Indians! This is not the same thing poeple! This is altogether STOPPING any immigration benefit for anyone coming from Iran, not limiting the number or elongating the time!

@bcherny Boris, remote control is super buggy - I can rarely remote-control into my claude code session from my phone. I have remote control enabled but for some reason, I rarely see the currently active claude code sessions on my phone

2/ Move sessions back and forth between mobile/web/desktop and terminal Run "claude --teleport" or /teleport to continue a cloud session on your machine. Or run /remote-control to control a locally running session from your phone/web. Personally, I have "Enable Remote Control for all sessions" set in my /config. code.claude.com/docs/en/remote…

I wanted to share a bunch of my favorite hidden and under-utilized features in Claude Code. I'll focus on the ones I use the most. Here goes.

@ShadesOfBlueAn1 you don't have to dig deeper to understand that such nativists don't want ANY immigration. It's not legal vs illegal, family vs merit based. Just pure jealousy

this meltdown over people getting visa interview slots is like expressing anguish on why someone's turn came up at the DMV after waiting 4 hours very sane behavior 🤡

@texasrunnerDFW @DeOne___ @grok - is there any data to support Amy's claim that H4 EAD holders are taking up entry level retail jobs

@DeOne___ They’ve gone to 30-50 year old non US citizens (often, spouses of H-1Bs who apply for EAD)

Bruh I’ve been saying you never see teenagers with their cute retail jobs anymore

@Cloudwatch199 @IAACouncil Thanks for sharing - I've forwarded this already

I've spent the last few years fighting for our community at a personal cost most people will never know. Doxxed. Targeted. Smeared. And I'd do it again. Tonight @iaacouncil releases something I wish existed when I started - a 10-page "Know Your Rights" guide for every Indian in America. Your rights if ICE shows up. Your rights if your employer threatens you. Your rights when you don't know what to do next. We built IAAC because no one was doing this. Not the orgs with million-dollar budgets. Not the ones throwing galas in DC. Not the ones who show up after the damage is done. We show up before. During. And after. If you're Indian in America right now — save this guide. Read it. Share it with your family. And if you've experienced hate — report it to @iaacouncil. Your story becomes data. Data becomes power. We're just getting started. @RajeevSharma00 @IAACouncil @SloanRachmuth @Yael4Hanover @HashemMelech048 @stephsvox @YogiChughSV DOWNLOAD HERE : open.substack.com/pub/iaacouncil…

@eglyman Applied! Thanks for sharing

If of interest: ramp.com/careers

We only hire builders (and we’re on a hiring spree)! Reply with something you've built. I'll read them personally. We’re interviewing the best ones. You’ll be a good fit if you: - work best without permission - default to “how could I automate this” - had weird teenage hobbies - spend your sunday making side projects - have more Claude agents than cousins - shipped something this week - make prototypes, not powerpoints - don’t like hierarchy - are good at games: chess, monopoly, poker - would take dinner with Elon over $100k Good luck, Eric

@RichardHanania and the person writing that post didn't know the difference between your and you're. That's quality assimilation right there.

She's pretty, and it's quite sad that she decided to devote her life to being the black Klansman in the Chappelle skit.

@ShadesOfBlueAn1 Seem to work 👍

Testing #1: someone not from north america reply. if you can't quote post this.

@NotoriousAKG I lost a few brain cells watching the most idiotic conversation between 2 lunatics

Does he realize he would only be able to apply this to Florida state schools?