I just deployed a production-ready Options #GammaSqueeze Tracker on @alva_ai @algoxstonk It is a non-linear risk engine designed for high-beta volatility ($MU , $TSLA , $SNDK ): 1/ Tracks Dealer Gamma Wall & Net GEX Sign-Flips 2/ Pre-calculates 1-3 Sigma Expected Move 3/ Triggers IV Crush alarms prior to major catalysts Architected with minimum usable surface area. I kept the quantitative engine read-only and left the ticker fully fluid. Click Remix, swap the ticker to your likes, and automate your portfolio defense in 3 seconds. Live workflow here: alva.ai/u/decenfund/playbook… #alvaai #optiontrading #stock

Nancy Pelosi vs. Serenity got me laughing so hard lmao

The new @AlvaApp tracks FinTwit accounts and ranks them based on different criteria. Honoured to be in #1 spot with the highest win rate. Note this is based on my public posts on X, this is not AlphaTarget's performance.

Look, it’s not my fault, SF founders kept telling me I had to try ketamine.

一个常见的策略迷思。

Introducing Alva’s FinTwit Alpha Leaderboard. We burned $100K tokens backtesting 3000 FinTwit accounts and ranked who actually makes money. $1M in reward is going to the top accounts across all our leaderboards.

BTC’s 30D avg funding looks set to flip positive in the next few days. If history rhymes, that could mark the start of a multi-month 🆙.

This works really well btw, at the end of your query ask your LLM to "structure your response as HTML", then view the generated file in your browser. I've also had some success asking the LLM to present its output as slideshows, etc. More generally, imo audio is the human-preferred input to AIs but vision (images/animations/video) is the preferred output from them. Around a ~third of our brains are a massively parallel processor dedicated to vision, it is the 10-lane superhighway of information into brain. As AI improves, I think we'll see a progression that takes advantage: 1) raw text (hard/effortful to read) 2) markdown (bold, italic, headings, tables, a bit easier on the eyes) <-- current default 3) HTML (still procedural with underlying code, but a lot more flexibility on the graphics, layout, even interactivity) <-- early but forming new good default ...4,5,6,... n) interactive neural videos/simulations Imo the extrapolation (though the technology doesn't exist just yet) ends in some kind of interactive videos generated directly by a diffusion neural net. Many open questions as to how exact/procedural "Software 1.0" artifacts (e.g. interactive simulations) may be woven together with neural artifacts (diffusion grids), but generally something in the direction of the recently viral x.com/zan2434/status/2046982… There are also improvements necessary and pending at the input. Audio nor text nor video alone are not enough, e.g. I feel a need to point/gesture to things on the screen, similar to all the things you would do with a person physically next to you and your computer screen. TLDR The input/output mind meld between humans and AIs is ongoing and there is a lot of work to do and significant progress to be made, way before jumping all the way into neuralink-esque BCIs and all that. For what's worth exploring at the current stage, hot tip try ask for HTML.

On DeepWiki and increasing malleability of software. This starts as partially a post on appreciation to DeepWiki, which I routinely find very useful and I think more people would find useful to know about. I went through a few iterations of use: Their first feature was that it auto-builds wiki pages for github repos (e.g. nanochat here) with quick Q&A: deepwiki.com/karpathy/nanoch… Just swap "github" to "deepwiki" in the URL for any repo and you can instantly Q&A against it. For example, yesterday I was curious about "how does torchao implement fp8 training?". I find that in *many* cases, library docs can be spotty and outdated and bad, but directly asking questions to the code via DeepWiki works very well. The code is the source of truth and LLMs are increasingly able to understand it. But then I realized that in many cases it's even a lot more powerful not being the direct (human) consumer of this information/functionality, but giving your agent access to DeepWiki via MCP. So e.g. yesterday I faced some annoyances with using torchao library for fp8 training and I had the suspicion that the whole thing really shouldn't be that complicated (wait shouldn't this be a Function like Linear except with a few extra casts and 3 calls to torch._scaled_mm?) so I tried: "Use DeepWiki MCP and Github CLI to look at how torchao implements fp8 training. Is it possible to 'rip out' the functionality? Implement nanochat/fp8.py that has identical API but is fully self-contained" Claude went off for 5 minutes and came back with 150 lines of clean code that worked out of the box, with tests proving equivalent results, which allowed me to delete torchao as repo dependency, and for some reason I still don't fully understand (I think it has to do with internals of torch compile) - this simple version runs 3% faster. The agent also found a lot of tiny implementation details that actually do matter, that I may have naively missed otherwise and that would have been very hard for maintainers to keep docs about. Tricks around numerics, dtypes, autocast, meta device, torch compile interactions so I learned a lot from the process too. So this is now the default fp8 training implementation for nanochat github.com/karpathy/nanochat… Anyway TLDR I find this combo of DeepWiki MCP GitHub CLI is quite powerful to "rip out" any specific functionality from any github repo and target it for the very specific use case that you have in mind, and it actually kind of works now in some cases. Maybe you don't download, configure and take dependency on a giant monolithic library, maybe you point your agent at it and rip out the exact part you need. Maybe this informs how we write software more generally to actively encourage this workflow - e.g. building more "bacterial code", code that is less tangled, more self-contained, more dependency-free, more stateless, much easier to rip out from the repo (x.com/karpathy/status/194161…) There's obvious downsides and risks to this, but it is fundamentally a new option that was not possible or economical before (it would have cost too much time) but now with agents, it is. Software might become a lot more fluid and malleable. "Libraries are over, LLMs are the new compiler" :). And does your project really need its 100MB of dependencies?