J Devooi

[The Oldie @OldieMagazine]

By DT Walsh for The Oldie Magazine

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[The Factor Report @PeterLBrandt]

This is REALLY bad news, retail traders
There are a ton of research studies -- academia, regulatory agencies, exchanges, brokerage firms -- that document the near absolute failure of retail traders (especially in futures) to really exceed
The chance that a retail trader with even a couple years of experience can average 35% per year for the next five years with only one losing year is something along the order of 3 in 1,000
What makes you so sure you are among the three amigos? Most of you who think you are among the 3 have been conned by the false promises of the markets
Especially futures markets. Unlike stocks, futures are a ZERO sum game. There is a short for every long. If someone buys 10 contracts, it means someone else sold 10 contracts. If someone makes $10,000, it means that someone else lost it
If you want to be among the few, there are a few things you need to do
Admit and OWN the fact that you have no idea where some market is going to go
Rid yourself of any and all pride and false hopes
Learn to love small losses
Stop thinking in narratives
Become asset class agnostic
Stop being conned by false hope
Admit that your success, if it comes, has little to do with your brains, ambitions and hard work. I think traders are born -- but they still mostly need to survive five years to even have some knowledge they can make trading a career

[Citrini @citrini]

I need a computer room where I can just talk to a giant screen.

Typing is over. Typing is for poor people now.

[Naval @naval]

To love is to gain joy from another’s well-being.

[Bart Mol @Bart_Mol]

Me explaining AI to friends

[Nehal @nehalzzzz1]

Its AI bro Netanyahu is dead

[vittorio @IterIntellectus]

this is actually insane

> be tech guy in australia
> adopt cancer riddled rescue dog, months to live
> not_going_to_give_you_up.mp4
> pay $3,000 to sequence her tumor DNA
> feed it to ChatGPT and AlphaFold
> zero background in biology
> identify mutated proteins, match them to drug targets
> design a custom mRNA cancer vaccine from scratch
> genomics professor is “gobsmacked” that some puppy lover did this on his own
> need ethics approval to administer it
> red tape takes longer than designing the vaccine
> 3 months, finally approved
> drive 10 hours to get rosie her first injection
> tumor halves
> coat gets glossy again
> dog is alive and happy
> professor: “if we can do this for a dog, why aren’t we rolling this out to humans?”

one man with a chatbot, and $3,000 just outperformed the entire pharmaceutical discovery pipeline.

we are going to cure so many diseases.
I dont think people realize how good things are going to get

[Buitengebieden @buitengebieden]

Like a cartoon.. 😅

[Z @ZeeContrarian1]

𝗛𝗼𝘄 𝘁𝗼 𝗧𝗵𝗶𝗻𝗸 𝗟𝗶𝗸𝗲 𝗦𝘁𝗮𝗻𝗹𝗲𝘆 𝗗𝗿𝘂𝗰𝗸𝗲𝗻𝗺𝗶𝗹𝗹𝗲𝗿

Stanley Druckenmiller recently gave an interview with Morgan Stanley.

What follows is based on that interview - and on the recent trades we’ve made together.

This is how I interpret his framework.
This is how I apply it.
This is how I believe you should apply it.

𝟭. 𝗣𝗮𝘁𝘁𝗲𝗿𝗻 𝗥𝗲𝗰𝗼𝗴𝗻𝗶𝘁𝗶𝗼𝗻 𝗖𝗼𝗺𝗽𝗼𝘂𝗻𝗱𝘀 𝗢𝘃𝗲𝗿 𝗗𝗲𝗰𝗮𝗱𝗲𝘀

There’s no silver bullet.

Pattern recognition can’t be taught.
It’s built through:

• Losing
• Taking responsibility
• Reviewing mistakes
• Seeing the same movie play again and again

Some people have stronger instinct.
But everyone builds judgment through scars.

No one can lend you their eyes.
You earn them.

𝟮. 𝗖𝗼𝗻𝘁𝗿𝗮𝗿𝗶𝗮𝗻𝗶𝘀𝗺 𝗜𝘀 𝗢𝘃𝗲𝗿𝗿𝗮𝘁𝗲𝗱

The crowd is right most of the time.

The goal isn’t to be different.
The goal is to avoid getting trapped in the 20% when consensus breaks.

When oil was at $59 and the U.S. military buildup clearly wasn’t diplomatic theater, the move to $75 wasn’t brilliance - it was probability.

Sometimes the obvious trade is the right trade.

Don’t confuse ego with edge.

𝟯. 𝗘𝗱𝗴𝗲 = 𝗦𝗶𝘇𝗶𝗻𝗴 + 𝗥𝗶𝘀𝗸 𝗖𝗼𝗻𝘁𝗿𝗼𝗹

Being right isn’t enough.

Sizing correctly when you’re right
and cutting when you’re wrong
is what separates amateurs from professionals.

When we allocated 20% to $ZIM, it had $23 per share in cash, was profitable, and traded at $13.

That wasn’t genius.
It was mispricing + conviction + size.

If you have a special situation that is obvious and you bet small, it’s worth nothing.

Conviction without size is noise.

𝟰. 𝗬𝗼𝘂 𝗗𝗼𝗻’𝘁 𝗡𝗲𝗲𝗱 𝘁𝗼 𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴

You need to know who understands.

Jensen Huang $NVDA CEO recently said $NOW at $100 would be a major AI beneficiary and didn’t understand why it was getting crushed.

He understands the AI infrastructure cycle better than most.

You don’t need to know the engineering.
You need to recognize asymmetric insight.

𝟱. 𝗘𝗱𝗴𝗲 𝗗𝗶𝗲𝘀 𝗪𝗵𝗲𝗻 𝗜𝘁 𝗕𝗲𝗰𝗼𝗺𝗲𝘀 𝗖𝗼𝗻𝘀𝗲𝗻𝘀𝘂𝘀

Technical Analysis worked - until everyone learned it.
Simple price/news edges worked - until they were crowded.

That’s why most of the traders featured in Stock Market Wizards are now retired.

That’s why most hedge funds don’t last more than 4 years.

Markets adapt.
Edges decay.

Your system works today.
It will not work forever.

[⭕️pzy_1 @OpeyemiAdewusi2]

Only taking A+ setups

[Justin Banks @RealJGBanks]

TOP 3 GROWTH STOCKS TO KNOW PER SECTOR (2026)

AI Infrastructure / Utility
$CRWV $NBIS $IREN
AI Chips
$NVDA $AMD $TSM
AI Networking
$AVGO $ALAB $MRVL
AI Cloud / Hyperscalers
$MSFT $AMZN $GOOGL
Power & Grid
$CEG $VST $EOSE
Nuclear
$OKLO $LEU $UUUU
Robotics & Automation
$TSLA $SYM $ISRG
Drones & Autonomous Defense
$AVAV $ONDS $DPRO
AI Data / Intelligence
$PLTR $SNOW $MDB
AI Security
$CRWD $PANW $ZS
Crypto / Financial Rails
$COIN $HOOD $BMNR
Space Economy
$RKLB $ASTS $PL
Quantum
$IONQ $RGTI $QBTS
Telehealth / Digital Health
$HIMS $OSCR $TDOC

[NYPrepper @nyprepper1]

⚠️⚠️⚠️⚠️⚠️⚠️⚠️PENTAGON PIZZA INDEX SUDDENLY SKYROCKETING!! 770% ABOVE NORMAL AT PAPA JOHNS NEAR THE PENTAGON!!

[Peter Girnus 🦅 @gothburz]

Last quarter I rolled out Microsoft Copilot to 4,000 employees.

$30 per seat per month.

$1.4 million annually.

I called it "digital transformation."

The board loved that phrase.

They approved it in eleven minutes.

No one asked what it would actually do.

Including me.

I told everyone it would "10x productivity."

That's not a real number.

But it sounds like one.

HR asked how we'd measure the 10x.

I said we'd "leverage analytics dashboards."

They stopped asking.

Three months later I checked the usage reports.

47 people had opened it.

12 had used it more than once.

One of them was me.

I used it to summarize an email I could have read in 30 seconds.

It took 45 seconds.

Plus the time it took to fix the hallucinations.

But I called it a "pilot success."

Success means the pilot didn't visibly fail.

The CFO asked about ROI.

I showed him a graph.

The graph went up and to the right.

It measured "AI enablement."

I made that metric up.

He nodded approvingly.

We're "AI-enabled" now.

I don't know what that means.

But it's in our investor deck.

A senior developer asked why we didn't use Claude or ChatGPT.

I said we needed "enterprise-grade security."

He asked what that meant.

I said "compliance."

He asked which compliance.

I said "all of them."

He looked skeptical.

I scheduled him for a "career development conversation."

He stopped asking questions.

Microsoft sent a case study team.

They wanted to feature us as a success story.

I told them we "saved 40,000 hours."

I calculated that number by multiplying employees by a number I made up.

They didn't verify it.

They never do.

Now we're on Microsoft's website.

"Global enterprise achieves 40,000 hours of productivity gains with Copilot."

The CEO shared it on LinkedIn.

He got 3,000 likes.

He's never used Copilot.

None of the executives have.

We have an exemption.

"Strategic focus requires minimal digital distraction."

I wrote that policy.

The licenses renew next month.

I'm requesting an expansion.

5,000 more seats.

We haven't used the first 4,000.

But this time we'll "drive adoption."

Adoption means mandatory training.

Training means a 45-minute webinar no one watches.

But completion will be tracked.

Completion is a metric.

Metrics go in dashboards.

Dashboards go in board presentations.

Board presentations get me promoted.

I'll be SVP by Q3.

I still don't know what Copilot does.

But I know what it's for.

It's for showing we're "investing in AI."

Investment means spending.

Spending means commitment.

Commitment means we're serious about the future.

The future is whatever I say it is.

As long as the graph goes up and to the right.

[zerohedge @zerohedge]

LLMs : woke, autistic, depressed and borderline sociopathic

[zerohedge @zerohedge]

Texas Law Allowing Ivermectin To Be Sold Over The Counter Goes Into Effect https://t.co/Nd28InNgOg

[X Freeze @XFreeze]

So, you want my rocket??

[Météo Nord Parisien 🌪⚡️🌈☀️ @MeteoNordParis]

22h49 : ❄️ 🏉 NEIGE
Les premiers flocons tombent au stade de France pendant le match France 🇫🇷 - Australie 🇦🇺 !

Allez les bleus 😍
#neige #rugby
📲Retrouvez vos prévisions météo pour le Val d’Oise et la Seine et Marne sur Prévi +

[France Rugby @FranceRugby]

🔵⚪️🔴 Une 𝒅𝒆𝒓𝒏𝒊𝒆̀𝒓𝒆 𝑴𝒂𝒓𝒔𝒆𝒊𝒍𝒍𝒂𝒊𝒔𝒆 en 2025, tous ensemble, 𝒂̀ 𝒍'𝒖𝒏𝒊𝒔𝒔𝒐𝒏𝒔 ! 🫶
#XVdeFrance #FRAAUS