Dr Floyd

Viajando al borde del infinito.

[WOLF @WOLF_Financial]

Leopold Aschenbrenner's Situational Awareness just submitted their 13F filing which shows that their portfolio looked like as of the end of Q2

This is what they held

- SanDisk $SNDK: 2,495,344 shares, $5.7B
- Micron $MU: 4,828,786 shares, $5.6B
- Bloom Energy $BE: 6,272,808 shares, $1.9B
- Taiwan Semiconductor $TSM: 2,649,035 shares, $1.3B
- Nebius Group $NBIS: 4,464,260 shares, $1.2B
- CoreWeave $CRWV: 7,479,558 shares, $0.7B
- Core Scientific $CORZ: 26,008,473 shares, $0.7B
- STMicroelectronics $STM: 7,802,700 shares, $0.6B
- Applied Digital $APLD: 15,384,616 shares, $0.5B
- Riot Platforms $RIOT: 17,100,000 shares, $0.5B
- Sharonai Holdings: 5,396,127 shares, $0.5B
- IREN $IREN: 9,474,099 shares, $0.4B
- CleanSpark $CLSK: 12,276,139 shares, $0.2B
- Keel Infrastructure: 26,451,393 shares, $0.2B
- Solaris Energy Infrastructure $SEI: 1,129,621 shares, $0.1B
- Whitefiber: 1,757,600 shares, $0.1B
- Bitdeer Technologies $BTDR: 3,439,450 shares, $0.05B
- T1 Energy $TE: 4,900,000 shares, $0.05B
- Hive Digital Technologies $HIVE: 9,133,726 shares, $0.03B
- Babcock & Wilcox Enterprises $BW: 2,027,451 shares, $0.03B
- ProPetro Holdings $PUMP: 1,960,382 shares, $0.03B
- Vishay Intertechnology $VSH: 375,000 shares, $0.02B
- Cerebras Systems $CBRS: 10,000 shares, $0.002B

Call options:
- Bloom Energy calls $BECALL: 145,800 contracts, $0.04B
- Taiwan Semiconductor calls $TSMCALL: 50,000 contracts, $0.02B

Put options:
- Infosys puts $INFYPUT: 500,000 contracts, $0.005B

[Quant Science @quantscience_]

That's a wrap! Over the next 24 days, I'm sharing my top 24 algorithmic trading concepts to help you get started.

If you enjoyed this thread:

1. Follow me @quantscience_ for more of these
2. RT the tweet below to share this thread with your audience

https://t.co/wJfw5QSJvZ

[Marco | IA @Marco_Exito]

ÚLTIMA HORA: Google Gemini ahora puede analizar cualquier acción como un analista de Wall Street (gratis).

Aquí tienes 9 increíbles Prompts de Gemini que reemplazan las terminales de Bloomberg de $4,000 al mes:

Guárdalo en favorito📂

[Cliff Pickover @pickover]

FREE Math Book. 913 pages.

"Calculus, Volume 3" by Strang, Herman, et al.

Loaded with images. Volume 3 covers parametric equations and polar coordinates, vectors, functions of several variables, multiple integration, and second-order differential equations.

Chapter 1 Parametric Equations and Polar Coordinates

Introduction
1.1 Parametric Equations
1.2 Calculus of Parametric Curves
1.3 Polar Coordinates
1.4 Area and Arc Length in Polar Coordinates
1.5 Conic Sections
Chapter Review
Key Terms
Key Equations
Key Concepts
Review Exercises

Chapter 2 Vectors in Space

Introduction
2.1 Vectors in the Plane
2.2 Vectors in Three Dimensions
2.3 The Dot Product
2.4 The Cross Product
2.5 Equations of Lines and Planes in Space
2.6 Quadric Surfaces
2.7 Cylindrical and Spherical Coordinates
Chapter Review
Key Terms
Key Equations
Key Concepts
Review Exercises

Chapter 3 Vector-Valued Functions

Introduction
3.1 Vector-Valued Functions and Space Curves
3.2 Calculus of Vector-Valued Functions
3.3 Arc Length and Curvature
3.4 Motion in Space
Chapter Review
Key Terms
Key Equations
Key Concepts
Review Exercises

Chapter 4 Differentiation of Functions of Several Variables

Introduction
4.1 Functions of Several Variables
4.2 Limits and Continuity
4.3 Partial Derivatives
4.4 Tangent Planes and Linear Approximations
4.5 The Chain Rule
4.6 Directional Derivatives and the Gradient
4.7 Maxima/Minima Problems
4.8 Lagrange Multipliers
Chapter Review
Key Terms
Key Equations
Key Concepts
Review Exercises

Chapter 5 Multiple Integration

Introduction
5.1 Double Integrals over Rectangular Regions
5.2 Double Integrals over General Regions
5.3 Double Integrals in Polar Coordinates
5.4 Triple Integrals
5.5 Triple Integrals in Cylindrical and Spherical Coordinates
5.6 Calculating Centers of Mass and Moments of Inertia
5.7 Change of Variables in Multiple Integrals
Chapter Review
Key Terms
Key Equations
Key Concepts
Review Exercises

Chapter 6 Vector Calculus

Introduction
6.1 Vector Fields
6.2 Line Integrals
6.3 Conservative Vector Fields
6.4 Green’s Theorem
6.5 Divergence and Curl
6.6 Surface Integrals
6.7 Stokes’ Theorem
6.8 The Divergence Theorem
Chapter Review
Key Terms
Key Equations
Key Concepts
Review Exercises

Chapter 7 Second-Order Differential Equations

Introduction
7.1 Second-Order Linear Equations
7.2 Nonhomogeneous Linear Equations
7.3 Applications
7.4 Series Solutions of Differential Equations
Chapter Review
Key Terms
Key Equations
Key Concepts
Review Exercises

Appendix A Table of Integrals
Appendix B Table of Derivatives
Appendix C Review of Pre-Calculus
Answer Key

Link: https://t.co/BcvePsFRMF

[Kirk Borne @KirkDBorne]

"Forecasting: Principles and Practice" (3rd edition)

Read the complete book online here: https://t.co/T0eKbEZUfB
-or-
Get a print copy here: https://t.co/wKiZ7w0Kyl
—————
#DataScience #PredictiveModeling #PredictiveAnalytics #MachineLearning #DataScientist

[COSMOS @TRYCOSMOS2]

How to copy any whale on polymarket👇

1. Sign up to cosmos and connect your polymarket account (free)

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[Robert Lauko @robert_lauko]

Keeping up with @arxiv is impossible. 500+ preprints a day across dozens of fields.

@KurateOrg scores papers on 16 dimensions (impact, novelty, rigor, surprise, translational...) so you can spot what's worth reading at a glance. Sort, filter & sign up for the weekly newsletter.

[José Siles | AI | Data @josesilesdata]

🚨 ESTE .md HACE QUE TU AGENTE DEJE DE TRABAJAR COMO UN JUNIOR.

Lo metes en tu proyecto y automáticamente:

→ Planifica antes de tocar código
→ Corrige bugs sin hacerte 20 preguntas
→ Verifica que todo funciona
→ Aprende de sus errores
→ Evita soluciones chapuceras
→ Trabaja como un senior

Un simple archivo de texto puede ahorrarte HORAS de frustración.

Guárdalo. Lo vas a usar muchísimo.

[Richard Toad @rich_toad]

This is gold.

[Serenity @aleabitoreddit]

I think it’s a good time to revisit $SIVE ~$427m/yr midpoint capacity revenue modeled projections.

Given recent industry earnings:

> $AAOI cited +20-40% demand imbalance for transceivers (with lasers as the bottleneck).

> $MTSI saying many "Customers are coming to us with urgency due to the general supply shortage of indium phosphide DFB lasers" (in other product lines)

> US proposal ban on new Chinese optical transceivers (Innolight/Eoptolink)

> AOI no meaningful participation in first-gen CPO deployments due to lasers being allocated toward transceivers.

The read through is that it’s possible to apply the same capacity-demand absorption modeling applying to $AAOI, but for other laser players like Sivers too.

Given the widespread shortage and demand imbalance for InP CW DFB capacity.

[fintechgirl 🇰🇷 @fintergirl]

Money is rotating back to software. Hard

[Alejo @ecommartinez]

18 canales de YouTube en español para aprender la Inteligencia Artificial desde cero hasta nivel avanzado.

Gratis. En tu idioma. Sin excusas.

↓ Hilo completo (guárdalo, lo vas a necesitar) ↓

[Quanta Magazine @QuantaMagazine]

Mathematician Paul Erdős is a beloved figure in the mathematics community (pictured here with a young Terence Tao). Many amateurs, hobbyists, and math legends are still working on his open problems. Now AI has entered the fray. https://t.co/uxckJvKjjC

[Quanta Magazine @QuantaMagazine]

Lie groups underlie some of the most fundamental laws of physics. https://t.co/wHwGNFtSWN

[Marcos Luque @Marcos_Luque_]

Voy a compartiros una de las formas en las que descargo cotizaciones el Google Sheets. La más estable.

No es la más sencilla, pero unca falla, y sirve para todos los activos: FI, PP, acciones y ETF (incluso alemanes que no están en GoogleF).

Toma datos de Yahoo Finance 🧵

[PA13L0 @Fluyeporlaweb]

truco random que me he encontrado y va a hacer que te ahorres semanas

crear una API o un servidor MCP de cualquier web sin tocar su backend

1. Entras en la web
2. Abres DevTools, pestaña Network, activas "Keep Log"
3. Cierras sesión y vuelves a iniciar sesión
4. Navegas por todas las páginas de las que quieras sacar datos

hasta aquí solo estás grabando

5. Clic derecho en cualquier petición > "Copiar todo como HAR", lo guardas como archivo
6. Repites con "Copiar todo como fetch"
7. Le pasas esos archivos a Claude en un proyecto vacío y le pides que te construya una API en TypeScript y un servidor MCP con eso

y ya tienes acceso programático a una web que ni tenía API pública

[Lin @Speculator_io]

Trump’s plan to ban Chinese optical transceivers.

This just triggered a massive rally across the entire sector:

$SIVE Sivers Semiconductors +20.33%
$AAOI Applied Optoelectronics +17.31%
$FN Fabrinet +13.27%
$LWLG Lightwave Logic +13.49%
$COHR Coherent +12.53%
$POET POET +12.09%
$AEHR Aehr Test Systems +11.96%
$MRVL Marvell Technology +10.42%
$IQE IQE +10.07%
$WOLF Wolfspeed +9.51%
$TER Teradyne +9.58%
$LPTH LightPath Technologies +8.68%
$LASR nLIGHT +8.15%
$SOI Soitec +7.96%
$AMKR Amkor Technology +7.75%
$FORM FormFactor +7.67%
$ONTO Onto Innovation +6.86%
$LITE Lumentum +6.38%
$SMTC Semtech +6.31%
$SANM Sanmina +5.79%
$TECK Teck Resources +5.81%
$VIAV Viavi Solutions +6.23%
$CRDO Credo Technology +6.68%
$ALMU Aeluma +6.09%
$LRCX Lam Research +5.14%
$COHU Cohu +4.86%
$CIEN Ciena +5.33%
$VECO Veeco Instruments +4.57%
$MTSI MACOM Technology +4.40%
$AMAT Applied Materials +4.15%
$STM STMicroelectronics +3.97%

[Fernando Cabrerizo @FerCabPal]

Durante los próximos días voy a intentar hacer una serie de publicaciones honestas sobre la fotografía de eclipses. Lo primero, y donde más gente puede estar perdida, es con los parámetros durante la totalidad. Va una tabla con fotos mías y comentarios del eclipse de EEUU 2017.

[Didier 'Dirac's ghost' Gaulin @DiracGhost]

Because of the current progress in AI, many people are starting to think that the Riemann hypothesis could be solved ''soon''!

In the meantime, I suggest you to read this fantastic presentation (40 pages) by the legend Alain Connes, titled 'The Riemann Hypothesis: Past, Present and a Letter Through Time', a (technical) history of the Riemann hypothesis (and more).

🔗👇

[Quant Science @quantscience_]

On August 13th, we are hosting a free workshop to help you get started with algorithmic trading with Python.

Register here (630+ registered): https://t.co/WvcdcrmQCS