make hay while the sun shines

Perspective on wins and losses and a reminder that there are steps to success:

👀 how tape study led to realtime tells for improved execution from the 🏈 🐐 @TomBrady

“Keep being urgent for growth for yourself” 📈

Visualization is sim trading for your brain. You're firing the exact neural pathways you'd use in live market conditions — rehearsing execution, building consistency, training your response to pressure. But many traders who use visualization are essentially daydreaming with good intentions. The key is to practise it the same way elite athletes do — with a defined structure, consistent repetition, and a reliable mechanism to access the same mental and emotional state every time. Deliberate practice makes all the difference .

Caught up with @karpathy for a new @NoPriorsPod: on the phase shift in engineering, AI psychosis, claws, AutoResearch, the opportunity for a SETI-at-Home like movement in AI, the model landscape, and second order effects 02:55 - What Capability Limits Remain? 06:15 - What Mastery of Coding Agents Looks Like 11:16 - Second Order Effects of Coding Agents 15:51 - Why AutoResearch 22:45 - Relevant Skills in the AI Era 28:25 - Model Speciation 32:30 - Collaboration Surfaces for Humans and AI 37:28 - Analysis of Jobs Market Data 48:25 - Open vs. Closed Source Models 53:51 - Autonomous Robotics and Atoms 1:00:59 - MicroGPT and Agentic Education 1:05:40 - End Thoughts

Kobe Bryant Gold 🥇 “Have a good time. Enjoy life. Life is too short to get bogged down and be discouraged.” We talk a lot about discipline and toughness. But joy matters too. If you lose that… you lose part of what makes you great.

Kobe Bryant: “If you love what you do, and it’s making you happy, all the hard work and perseverance will pay off.” 💯

You can just do things now. Anything your heart desires. @Perplexity Computer just dropped and it's wild for tinkerers like me in AI/finance. Quick disclaimer: This ain't paid. Not affiliated with @Perplexity, no promo deal influencing my take (though I did get reimbursed for Max plan to test Computer—won't sway my opinion). All real thoughts from a 5 year day trader. No engagement farming. No fluff. I've played with AI tools since inception and I know how much fluff there is on this platform. Some of it paid content, most of it just pure farming. I'm not here to waste your time nor mine. We've seen wild claims lately—like one-shot vibe-coding a full Bloomberg Terminal. Let's be real: gimmick, engagement farm. @hamptonism cooked that one perfectly—haters & gullibles went nuts. A million impressions and tweets about how BS that post was or how impressive it was. Regardless, the post hinted at something that is very much possible if done right. That lead me to try things myself. Demo #1: Replacing TradingView Been trading stocks since 2020 COVID era. Hated paying for TV, but can't live without it. Caved years ago, usually I buy during the sale periods but this year? Forgot the discount window → got hit with full $650 price. Pissed me off. Thought: If AI is killing $CRM, $SNOW, $ADBE... why not TradingView? This lead me to try Claude perhaps a month earlier—got a mediocre wrapper, gave up. Yesterday @Perplexity Computer launches. Upgraded to Max (disclaimer again: reimbursement offered, but my views are 100% mine and authentic) and got to work. Prompt was simple: "Replace TradingView for me, use my Polygon/Massive API key for the data. V1 should have the ability to add basic indicators and allow user to draw trendlines or horizontal lines." Took ~10 minutes. Boom—finished product. Loads accurate data, draw lines, add indicators. V1 is basic, but insane for a 10-min build. A legit charting replacement for half the monthly cost and the ability to add any feature my heart desires. All for ~$350/mo (Perplexity Max Massive API) vs the $650 I pay. Cut costs in half already. Now I can customize exactly how I want: add any indicators without Pinescript hell. Request features/tools that would take @TradingView months—done in minutes. Now It's not perfect (bugs exist), but the speed is marvelous. One prompt → watch it think, build, test, iterate. This is just one of 3 demos I built TODAY with Perplexity Computer. All basically one-shot (with fixes along the way). The ability to prompt and see it WORK is game-changing for solo tinkerers. Held off on my own OpenClaw setup because I hate Apple stuff and didn't want a Mac Mini. Now? Don't even need to think about it. @Perplexity Computer unlocked more hacks. Every SaaS you pay for right now? Can probably get replaced (or at least wrapped cheaper). Okay, maybe not Bloomberg Terminal yet (data feeds are the bottleneck), but with good APIs like Polygon/Massive/FMP Computer? Near future looks spicy. Bottom line: AI agents like this mean you don't need to code everything yourself anymore. You can just... do things. Build. Experiment. Cut costs. Create custom edges. If you're a trader/tinkerer: go upgrade, go play, go create. Your heart desires? Just prompt it. More demos coming in the next few days so be sure to follow. What SaaS are YOU thinking of replacing? Drop ideas below or let me know what you think about this TradingView Replacement! Notes: Image 1 = Vibe Coded TradingView Image 2 = TradingView Video = Demo #PerplexityComputer #AI #TradingView

Shoutout the late @LantzWheeler and @KenRavizza1 The Godfather of the Mental game of Baseball “Confidence is fragile!” “Feeling good is overrated!” The best 20 minutes of your season! I studied under Dr. Ravizza at @csuf and it changed my life! youtu.be/DLIX63yTckI

#Joymaxxing (v.) where prep meets opportunity. Flow: gratitude routine music → execution. (In the games you love.) Then: prep → play → review → improve. The process is fun. The loop makes you better.

$SLV $AGQ $SILVER The morning opened with a clear regime shift. Trump nominated Kevin Warsh for Fed Chair. Warsh is widely viewed as a hard-money hawk. At the same time, a U.S. government shutdown was averted at the last minute. Gold and silver had effectively been propping each other up over the past week. Silver looked vulnerable, but gold’s parabolic move prevented a breakdown, resulting instead in a double-top structure. This setup has historical precedent, most notably in 2006 and 2011. Quietly behind the scenes topping macro news added up: Greenland resolution, Tariff step back, FED chair hawk(ish)... As the macro narrative flipped, the “chaos premium” and “debasement trade” evaporated almost instantly. This came on top of rising margin requirements and billions of dollars in call options being offered throughout the week. With today being Friday, those call positions became trapped. Market makers were then able to delta-hedge back toward neutral by selling underlying shares. That’s when the dominoes began to accelerate. As silver broke below key whole-number levels, where the largest call strikes were concentrated, selling pressure increased exponentially. Billions of dollars in call options rapidly went to zero. The selloff intensified into the 1:30 PM window, driven in part by the $AGQ rebalancing mechanism. As a 2x leveraged ETF, AGQ must rebalance daily to maintain its leverage ratio. A 10% drop in silver leaves the fund over-leveraged, forcing it to sell futures into weakness. The “Kill Zone” (1:00–1:25 PM ET) is where the mechanics turned brutal: 1:00 PM: Order cut-off 1:25 PM: NAV calculation HFTs and authorized participants knew AGQ would be forced to unload significant volume. They front-ran the 1:25 PM window, stripping remaining liquidity. Silver didn’t merely decline, it gapped through multiple support levels. Selling pressure peaked precisely at the 1:25 PM NAV print. Once the mechanical rebalancing was complete, price finally found a floor.

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A reminder by @JamesClear about the comparison game:

Earnings, Economic Numbers and IPOs for the week of 10/27/25

RT @eWhispers: Here is a look at third quarter 2025 earnings season. Missing from this are a few names. $AMZN should tell us this week that…

My top 10 tweets of the year A thread 👇

This is simply bad negotiating and a weak policy plan. The truth about this volatile news is that the administration is simply not able to negotiate with China and keeps on thinking it has the upper hand. Xi doesn’t want to talk to Trump until he undoes the chaos he has created. Trump keeps on thinking small concessions will do it but China does not care. China has a long history of staying firm and being able to take pain. At 13% or exports they are willing to stay put. China might be exporting more to the US than vis versa, but the amount of items and their significance to US businesses means disruption for the US. The news feed doesn’t lie. 1/ •China to increase tariffs on US goods to 125% •China: US should bear responsibility for tariff damages •China: Will ignore the US if it keeps imposing tariffs 2/ •US Told China to Request a Xi-Trump Call: CNN •US Warned China Against Retaliating in Private Talk: CNN •Trump Says Something Positive Will Come Out with China 3/ •US Publishes Tariff Exclusions for Specified Products •US Tariff Exclusions Apply to Computers, Smartphones •US Tariff Exclusions Also Apply to Chip-Making Equipment •Tariff Exclusions Apply to So-Called ‘Reciprocal’ Tariffs 4/ •US Tariff Exemption a “Small Step” to Correct Wrongdoings: China 5/ •Electronic Products Will Fall Under Semiconductors Section; Special Tariffs Coming Soon – Lutnick 5/ •Trump Says No-One Is Getting ‘Off the Hook’ for Unfair Trade; No Tariff Exceptions Announced on Friday 6/ •White House Says Trump Has No Current Plans to Speak with Xi Jinping About Tariffs 7/ •China Calls on US to ‘Completely Cancel’ Tariffs 8/ •China Suspends Exports of Certain Rare Earth Minerals Crucial to Car, Semiconductor, and Aerospace Industries