Michael C Graham

Father, librarian, trader.

[Michael C Graham @GrahamFiction]

@MichelCouillar6 If we follow past trends, BTC should bottom in mid October. Then we begin a three year bull cycle. I think we have one more washout into the 50k range, but time is more important than price.
Thank you for your posts. Twitter is mostly just paid influencers and bots now.

[Jim Fan @DrJimFan]

Robotics: Endgame on YouTube

https://t.co/X2IwZqw5IT

[Capital Flows @Globalflows]

Today, we went over our entire playbook for understanding bear markets

If you are trying to prepare for what comes next, myself and @jaymesrosenthal laid out everything here

Equities remain skewed to the upside during this credit cycle melt up but none of this will end well. I remain bullish equities but when my strategy flips bearish, I will publish a report immediately on it

[Dami-Defi @DamiDefi]

INSTEAD OF spending 2 hours scrolling through your phone tonight, watch this Stanford lecture.

It is the clearest breakdown of how Claude and ChatGPT actually work that exists on the internet right now.

Does not matter if you have never opened an AI tool in your life or have been living inside Claude for the past year. This lands either way.

I took the core ideas and built them into a practical guide on how to actually unlock 100% of what Claude can do.

It is below.

[Avid @Av1dlive]

In 17 minutes, Andrej Karpathy will teach you more about building ai agents than most people figure out in a year.

Bookmark & watch, no matter what. It'll be the most productive thing you do this weekend.

Then read the article below.

[Citrini @citrini]

People keep confusing a bubble with “stocks go up and get overvalued”. A bubble is when when a prevailing trend and a prevailing misconception about that trend interact reflexively, each reinforcing the other until the gap between perception and reality becomes unsustainable.

A bubble is not when everyone realizes that right now every iota of AI demand eventually, at some point upstream, must move through memory OEMs. Nor is it when estimates continue rising because things are better than expected. And it’s not just when stocks trade expensive to historical valuations.

The reason behind the moves in the AI infrastructure layer so far have been simply that we don’t have enough. They’ve been driven by the fundamental reality more than the perception of the future. It’s why the bulk of the most bullish parts of this cycle have been lumpy and centered around earnings season when companies uniformly come out and confirm there’s still not enough. In the bubble, the reality is driven by the market - not the other way around.

Everyone keeps saying “people are gonna freak out if it’s not a bubble!”. I think that’s silly, we have a transformative new technology that needs crazy capital to fuel it coming to fruition, that has and always will result in a bubble as long as we have financial markets.

But if you want to call the top in a bubble, you need a much stronger view on what the misconception is and what negative catalyst forces broad perception to align with realizing it than you do on valuation.

[CyrilXBT @cyrilXBT]

https://t.co/4cqgbEGZbb

[darkzodchi @zodchiii]

Anthropic just leaked their 2026 agent roadmap in 22 minutes.

Claude team walked through tools, memory, observability, and the things most builders are 12 months behind.

The last 3 minutes alone are worth the watch.

Watch it, then save the setup below 👇

[CG @cgtwts]

the Anthropic engineer who built Claude Cowork, Boris Cherny, just dropped a masterclass on how to actually use it properly.

Automate your workflow and stay ahead.

Bookmark this and watch it now.

[Dami-Defi @DamiDefi]

Realising the difference between a Claude tool and a Claude business is not a better prompt.

It is two more agents working alongside the first one.

Almost none of the people building with Claude right now will make that shift this week.

That is your entire competitive advantage right there.

[Dami-Defi @DamiDefi]

https://t.co/Zrd58p6Bed

[bodila @51bodila]

Jane Street hired this junior at $220k-$600k /year because he uses AI to analyse TRILLIONS of data

in this 1-hour lecture - he show how to research trillion of data points thanks to his machine

Bookmark & watch it, instead of Netflix to learn how to do the same!

[John @market_sleuth]

A very good read from Patrick & commentary by Paul Tudor Jones.

[Matthew LaBosco @matthew_labosco]

Robert Sapolsky is a Stanford neuroscientist who proved chronic stress is the silent killer doctors ignore.

On Chris Williamson's podcast, he revealed 10 "normal" habits you do every day that wreck your sleep, mood, and nervous system:

1) Replay conversations in your head

[Michael C Graham @GrahamFiction]

@ozzy_livin I’ve got a lot of value and knowledge out of your content. You are one of the few people on this platform that has integrity and intellectual honesty. Thank you. 🙏

[Milton W Berg CFA @BergMilton]

@TimmerFidelity https://t.co/rhUac7XJct

[VolSignals @VolSignals]

TODAY'S SPX POSITION
WAS A RED FLAG FOR BULLS

...here's why

[Neyazuddin Ansari @riyazz_ai]

Instead of watching an hour of Netflix, watch this 1 hour Yale lecture. It will teach you more about options trading and the exact models hedge funds use than most people learn in their entire careers on Wall Street.