José Carlos

Developing sw for satellites @ Thales Alenia Space. prev: GMV aerospace&defence; DFKI robotics innovation center.

Try

[Pedro Sánchez @sanchezcastejon]

hasta arriba de curro

[Danny @DjokovicFan_]

Novak Djokovic in his documentary on why he refused the COVID vaccine:

"Because I didn't need it. Why should I get the vaccine? I'm healthy, I'm an athlete. I had corona. I had immunity. I wasn't a threat to anyone. There was no reason for me to get vaccinated. It's my freedom to choose which that fundamental right that you have as a human being on this planet — the freedom to choose — which was taken from a lot of people."

[José Carlos @JoseCarlosGamz]

How a total investing noob built a historical crisis portfolio simulator.

2 years ago: Didn't know factsheets existed.

Picked up Ray Dalio's Changing World Order.

One question broke me:

'What if history repeats on my portfolio?'

Then I created https://t.co/qqsBVZYgC1

[Gustavo Martínez @GustavoBolsa]

Los bancos centrales mantienen como primera posición 7,5 billones en reservas denominadas en dólares y en segunda posición unas 36.000 toneladas de oro que alcanzan un valor de 5,1 billones $.
¿Y qué me quieres decir con esto, Gustavo?
Pues que el oro está a solo un +45% de upside, unos 6.400 $ por onza, de superar al $ y convertirse en la primera reserva mundial. Algo que veremos relativamente pronto.

[Claude @claudeai]

We're making Claude Sonnet 5's introductory pricing permanent.

We launched Sonnet 5 in June at $2 per million input tokens and $10 per million output tokens through August 31, and that price will remain unchanged.

[José Carlos @JoseCarlosGamz]

Started from a personal curiosity.

But it can help any retail investor learn risk before the crash.

And morbid curiosity is the gateway drug.

Still early, still messy, but mission clear.

Understand history so your money survives the next cycle.

https://t.co/qqsBVZYgC1

[José Carlos @JoseCarlosGamz]

How a total investing noob built a historical crisis portfolio simulator.

2 years ago: Didn't know factsheets existed.

Picked up Ray Dalio's Changing World Order.

One question broke me:

'What if history repeats on my portfolio?'

Then I created https://t.co/qqsBVZYgC1

[José Carlos @JoseCarlosGamz]

I read Nassim Taleb's Black Swan and his enthusiasm for Monte Carlo simulator really inspired me.

So I decided to implement it for my historical crisis drawdown simulator: fat tails, stressed correlations, VaR, Expected Shortfall, recovery paths.

[José Carlos @JoseCarlosGamz]

ISS cupola turns 16 today.

A masterpiece of engineering, made in Europe 💙

[José Carlos @JoseCarlosGamz]

Some cool stuff that we engineers in European private companies are working on atm:

https://t.co/2SNEuhQPYl

[Padronso @TitoPadronso]

🚨 Santos Cerdán to Soto del Real, here we go!

After 7 seasons with PSOE and stealing over €100 million, he will play for Soto del Real FC until June 2035 ⚪️⚫️✈️

Possibility of extending the contract 👨🏻‍⚖️⚖️

✅ DEAL DONE #HereWeGo

[3 M.C. @tresmasciento]

Hola Jordi, su nueva dirección es:

Carretera M-609, Km 3.7, 28791 Soto del Real, Madrid, España.

[José Carlos @JoseCarlosGamz]

Finally, what nobody asked for:

[European Commission @EU_Commission]

AI made in 🇪🇺

OpenEuroLLM, the first family of open source Large Language Models covering all EU languages, has earned the first STEP Seal for its excellence.

It brings together EU startups, research labs and supercomputing hosts to train AI on European supercomputers ↓

[eu/acc @euacc]

Top LLM models sources of funding:
- OpenAI, private investment
- Claude, private investment
- DeepSeek, private investment
- Meta AI, private investment
- Gemini, private investment

Meanwhile, the 🇪🇺 EU:
- "Let's build an LLM with government funding"

Makes no sense

Instead, the EU should immediately repeal the EU Artificial Intelligence Act that literally bans most AI companies from operating within the EU

If Europe wants to be competitive in AI (or tech in general), the answer isn't spending more European taxpayer's money

The answer is removing the ridiculous regulations that prevent Europeans from building AI and tech companies right now

[prayingforexits 🏴‍☠️ @mrexits]

Ladies and gentlemen, we got em

[Paul Graham @paulg]

Proposed design by @AriWagen. Looks pretty slick!