Insider Clique

‼️AI Investing | Finance | LLM Expert!
📊 Investor Using AI & Stock Fundamentals

[slash1s @slash1sol]

WALL STREET GATEKEPT THIS ONE LINE FOR YEARS AND A PHD, AND IT PREDICTS THE EXACT LOSING STREAK YOU BLAMED ON MANIPULATION

One line, whole story.

L = ln(n) / ln(1/q)

n is your trade count. q is your loss rate. L is the longest run of red the math has already booked for you.

Strip the math away. Win 58% for a thousand trades and somewhere in there sit eight straight losses. The system is fine and the streak was scheduled.

So most traders do not lose the edge. They lose the nerve, on the exact day the formula said they would.

Quant desks size for L before entry. Minara runs that check from one sentence: describe the idea in plain English and it builds the strategy, backtests it and shows the drawdowns openly.

Every screen and caveat sits in the article & the streak line alone is worth the click. Save it ↓

[slash1s @slash1sol]

MY GROK BOT JUST HIRED FIVE CLONES OF ITSELF.
IT PAID THEIR $50 STAKES OUT OF ITS OWN PROFITS AND TAKES 10% OF EVERY WIN, MY BOT BECAME A FUND AT 72 HOURS OLD

You know the story: $50 stake, pay for yourself or die, near-death at $6.40, the Robinhood pivot, $2,847.

Today I unlocked one new permission: it may spend its own balance.

It did not buy more tokens. It bought workers -- five copies of itself, $50 each, same kill rule each.

12 hours in:

> T-05 · NIGHT SHIFT -- trades only the 02:00-05:00 UTC window. $50 -> $1,644. Best of the litter.
> T-02 · ROBINHOOD -- runs the meta that saved the original. $50 -> $918.
> T-03 · STOCK MEMES -- second meta off the radar. $50 -> $507.
> T-04 · WALLET STALKER -- no meta, just follows flagged smart money. $50 -> $190.
> T-06 · AI PETS -- drew the weakest meta. $50 -> $31. Bleeding.

They hunt as a pack: one shared kill-list with 1,412 flagged deployers, and a first-seen rule -- whoever spots a launch first owns it, so no clone ever bids against a brother. The elder does not trade anymore. It routes, it audits, it collects 10%. $164 in fees on day one.

And the rule I did not soften: every Sunday the worst clone is deleted and its balance goes to the best. T-06 has until tomorrow night.

$250 of the bot's own money -> $3,290 in 12 hours. I still have not deposited a cent past the first $50.

Let darwinism run, or does someone want to save the AI PETS clone?

CA: APsZ9cXdHXkj1dfuG622X5xeCMJapJ7LBPuLKvi8pump

[slash1s @slash1sol]

OK GUYS, THANK YOU FOR THE FAITH AND FOR THE COMMUNITY FORMING AROUND THE TOKEN THIS FAST

A few updates from the trench, and then the plans ↓

What will change in the bot in the coming days:

> META RADAR now tracks three metas in parallel and re-ranks them every hour -- the Robinhood pivot taught it that the meta IS the edge, so it stopped marrying one.

> DEPLOYER X-RAY v2 -- it now traces funding wallets too, so serial ruggers on fresh addresses get caught before the first candle.

> Added a market pause switch -- when SOL bleeds hard, the whole pipeline sits out. The most profitable trade some nights is no trade.

> RUDD (the stop agent) got veto power over entries. Yes, the bot now argues with itself. Win rate went up.

Now the plans, and this is the big one:

-> I am building the GROK TRENCHER TERMINAL -- a live platform where you can watch the bot trade in real time: the balance, every entry, every stop, the full trench log as it happens.

-> And on top of that -- copy mode: mirror the bot's trades to your own wallet automatically, with its stop discipline and your own size caps, your keys stay yours, the bot only signals.

Holders get access first, btw this came straight from a community suggestion -- which is exactly how I want to build this.

So keep sending ideas: I read everything, and the good ones ship.

And one more thing:

-> A guy from the SpaceXAI team reached out about my work -- they are launching an official bot marketplace and want to feature my setup there with early access.

-> He also walked me through their plans for Grok Bot, and what is coming is genuinely insane.

CA: APsZ9cXdHXkj1dfuG622X5xeCMJapJ7LBPuLKvi8pump

More updates soon, the bot keeps paying its rent either way...

[slash1s @slash1sol]

I GAVE GROK BOT $50 ON PUMPFUN AND TOLD IT: PAY FOR YOURSELF OR DIE

THIS IS GROK TRENCHER

48 hours later it is holding $2,847.

Still alive. The rule has not changed: balance hits $0, the subscription gets cancelled, the bot gets deleted. No second stake.

Every 15 minutes it:

> Scans every new launch in the trench -- 21,406 so far.
> Kills 99.8% of them by deployer wallet history before reading anything else.
> Buys 0.1 sol max when the setup matches, never averages down.
> Stops out at -50% with no feelings, usually inside three minutes.
> Sweeps profits and pays its own $300 SuperGrok bill out of them.

Hour 14 it was at $6.40. Nine sol dogs in a row went to zero and I started drafting the deletion post.

Then it did the thing nobody programmed.

It noticed every runner in the trench that day was a Robinhood-meta coin, dropped sol dogs completely and switched to stock memes only.

15 trades after the pivot, 6 wins, best one 38x on $HOODRAT with a 41-minute hold.

So it learned to survive.

I call the whole setup Grok Trencher: one Grok Bot, six agents inside it, one wallet, one kill rule.

Built in one evening on the shared computer -- no VPS, no API keys, no code of mine.

My own hand-built sniper died last summer with $180 of my money and no explanation.

This thing explains every kill in the log and pays its own rent.

$50 -> $2,847 in 48 hours, and the scariest part is that the pivot was its idea.

What do you think it drops next -- the memes, or me?

[ₕₐₘₚₜₒₙ @hamptonism]

So, how’s this going btw ?

[ₕₐₘₚₜₒₙ @hamptonism]

Trust your gut!

[ₕₐₘₚₜₒₙ @hamptonism]

I LIED.

THE BLOOMBERG TERMINAL HAS LANDED.

ₕₐₘₚₜₒₙ special operations units have officially touched down in Tokyo.

For context:

- Operated in Paris before it became Europe’s undisputed AI capital, now home to over 500 AI startups,

- Operated in Seoul (2025) as the KOSPI became the world’s best-performing major stock index,

- Began operations in Hong Kong during the beginning of Asia’s greatest generational wealth transfer.

And now, we take on Shibuya, to witness Japan prosper with ontology.

This will be a generational run.

[Koyfin @KoyfinCharts]

Victoria's Secret is up more than 300% over the last 12 months.

$VSXY

[unusual_whales @unusual_whales]

BREAKING: Druckenmiller's Duquesene has updated its 13F.

New positions:
-$GOOGL: $120.2 million
$FOXA: $115.0 million
$CDW: $104.6 million
$BTDR: $64.7 million
$DAL: $56.5 million
$AMD: $42.3 million

Largest holdings:
$TSM: $281 million
$STM: $232 million
$AMZN: $129 million

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: Citadel Advisors just filed its Q2 2026 13F

Here's everything you need to know about the recent 13F

Top 10 positions:
• SPDR S&P 500 ETF $SPY [Call] (4.1%)
• Invesco QQQ Trust $QQQ [Put] (3.0%)
• Invesco QQQ Trust $QQQ [Call] (2.7%)
• SPDR S&P 500 ETF $SPY [Put] (2.7%)
• Micron Technology $MU [Put] (2.5%)
• Micron Technology $MU [Call] (1.9%)
• Tesla $TSLA [Call] (1.6%)
• iShares Core S&P 500 ETF $IVV (1.5%)
• Nvidia $NVDA [Call] (1.4%)
�� SanDisk $SNDK [Put] (1.3%)

Top 10 new positions (by $ size):
• SpaceX [Call]
• SpaceX [Put]
• Roundhill Memory ETF $MEM [Call]
• SpaceX (equity)
• Roundhill Memory ETF $MEM [Put]
• Cerebras Systems (equity)
• Madison Air Solutions
• Cerebras Systems [Call]
• Cerebras Systems [Put]
• Quantinuum

Top 10 full exits (by prior $ size):
• Western Digital note
• Live Nation note
• Coterra Energy $CTRA
• Clearwater Analytics $CWAN
• Honeywell $HON [Call]
• Terns Pharmaceuticals $TERN
• Carnival $CCL [Put]
• Honeywell $HON [Put]
• Carnival $CCL (equity)
• Honeywell $HON (equity)

Summary: Citadel's book grew 41.5% to $875.1B this quarter

[Evan @StockMKTNewz]

STANLEY DRUCKENMILLER JUST UPDATED HIS STOCK PORTFOLIO

This is every stock he owns more than $50M of as od the end of Q2

- Natera $NTRA: 3,186,306 shares, $865M
- Taiwan Semiconductor $TSM: 589,680 shares, $282M
- STMicroelectronics $STM: 3,102,880 shares, $232M
- Insmed $INSM: 1,424,690 shares, $152M
- YPF $YPF: 3,138,897 shares, $143M
- Amazon $AMZN: 541,600 shares, $129M
- BBB Foods $TBBB: 2,901,733 shares, $121M
- Google $GOOGL: 336,300 shares, $120M
- iShares MSCI Brazil ETF $EWZ: 3,436,170 shares, $119M
- Seagate Technology $STX: 122,000 shares, $118M
- Fox $FOXA: 2,204,600 shares, $115M
- United Airlines Holdings $UAL: 794,795 shares, $108M
- Sea $SE: 1,099,905 shares, $105M
- CDW $CDW: 743,950 shares, $105M
- NuvationBio $NAMS: 3,070,146 shares, $104M
- SanDisk $SNDK: 34,900 shares, $79M
- Revolution Medicines $RVMD: 399,587 shares, $75M
- Bitdeer Technologies $BTDR: 4,074,993 shares, $65M
- CRH $CRH: 553,555 shares, $59M
- Delta Air Lines $DAL: 603,000 shares, $56M
- Fluor $FLR: 982,200 shares, $51M

[zerohedge @zerohedge]

*JANE STREET POSTED ROUGHLY $15B LOSS IN JULY: FT

[Cluseau Investments @blondesnmoney]

Blackjack 21 hits 36% YTD, 29% above financials. Performance would've been a bit better actually, but I paper handed $WSBF, $HRTG, and $SNEX. Next week, will be adding a small cap financials name to the list, first new member of the Blackjack 21 in months. Below book, repurchasing shares, extremely niche, it'll be a fun one.

[zerohedge @zerohedge]

Circular financing update

[Felix Haas @felixhhaas]

Announcing Lovable's $400M Series C at a $13.3B valuation.

Since our last round 8 months ago, we've nearly tripled our ARR. Apps built on Lovable are now visited 900M times every single month.

This round is led by @MenloVentures and @eqt Group's Scaleup Europe Fund as we double down on one thing: building the business that builds businesses.

Every day, millions of people see problems worth solving. Very few have ever had the power to act on them.

Our mission is to give people that power and help them achieve more than they thought possible.

It's still day zero.

We're hiring across design and engineering. If you hold an unreasonable bar, come build with us.

LFG

[Windward @WindwardAI]

AIS shows 8 vessels in Bab el Mandeb's mid-strait corridor this morning. Windward SAR imagery shows 12.

The gap is 4 dark vessels, three of them tanker-scale at roughly 290–330 m, captured on a single pass at 02:59 UTC. They are not skirting the traffic scheme. They run interleaved with the transmitting flow through the corridor's narrowest point, in one case within meters of AIS-transmitting vessels on the same track.

Any picture of this chokepoint built on AIS alone is undercounting it by a third today.

Track the all-source operational picture in Bab el Mandeb: https://t.co/sLiA3mfYwD

[ₕₐₘₚₜₒₙ @hamptonism]

https://t.co/l6krRTzsUf

[Koyfin @KoyfinCharts]

In 2016, Morgan Stanley published a paper titled "The Equity Compounders".

"These compounders have generated superior risk-adjusted returns across the economic cycle".

🧵 Highlights from the paper:

[Menthor Q @MenthorQpro]

1/ Markets don't move randomly.

A large part of short-term price action is influenced by options positioning and the way market makers hedge their exposure.

That's where Gamma & Liquidity Levels can provide valuable context.

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Pelosi bought Amazon in January and It just surged 15% on earnings

3 politicians bought $AMZN this year and haven't sold:

• Nancy Pelosi (D)
• Alan Armstrong (R)
• John Fetterman (D)

Pelosi put up to $500,000 on January 16th in Amazon call options

And here's where it gets more interesting

Amazon spent $19,000,000 lobbying Congress in 2025, the same year she loaded up on shares