Tintin

Focus on tech stocks /IPOs.
MBA from top B School and CFA
Just my online journal - Not buy sell recommendation.

[Khairallah AL-Awady @eng_khairallah1]

this is f*cking gold

How to build your first AI agent (Full guide)

if I had this a year ago, I would've shipped my first agent in a day instead of 2 weeks

in the right hands, this changes everything:

[Andrew Panella @Longevity_EDU]

I’ve been posting a ton about Nattokinase recently… and this is why.👇

The more you know, the more informed decisions you can make for yourself and your loved ones! 🙏

[veles @velesxbt]

A billionaire trader has spent 40 years trying to delete a one-hour documentary. It shows him making $100 million in a single afternoon. He predicted the crash that made it possible three months in advance. He has never explained why he wants the film gone. His name is Paul Tudor Jones. The film is on YouTube.

The documentary is called "Trader." PBS filmed it in 1987, three months before Black Monday. Jones was 32 years old, working from a small New York office, wearing shorts and a t-shirt, yelling at his phones, throwing paper across the room, and sleeping under his desk. The film captures him and his research partner Peter Borish overlaying a chart of the 1929 market on 1987, month by month. The two charts tracked within one percent. Borish said this is exactly what happened in 1929. Jones said if the analog holds, October is when it breaks.

On October 19, 1987, the Dow fell 22.6 percent in a single day. It remains the largest one-day percentage loss in stock market history. That afternoon, Tudor Jones covered his shorts and made roughly $100 million. He was 33 years old. He was one of the very few traders on the street who came out ahead.

He tried to bury the tape because it made him look reckless in a professional world that punished swagger. Twenty years of legal effort did not delete it. Someone kept a copy. It is on YouTube. It has fewer views than most makeup tutorials.

The film is not really about a crash. It is about a specific philosophy of trading. Jones is shown building conviction slowly, sizing carefully, then striking hard when the setup arrives. He is never once shown making a random bet. He is shown doing the same thing five times a day, every day, for three months.

His signature line, repeated across a 45-year career:

"The most important rule of trading is to play great defense, not great offense."

He does not try to be right. He tries not to lose. He sets stops tight, cuts positions fast, and never averages down on a loser. Every trade in the film follows this template.

Tudor Investment Corp, the fund he founded in 1980, has compounded at roughly 19 percent a year for 45 years. He is 71 years old and still trading. His method has not changed since the film.

The lesson: greatness in markets is a refusal, not a talent. Refusal to be reckless. Refusal to be certain. Refusal to average down. Refusal to trust yourself in a drawdown. Tudor Jones has refused those refusals for 45 years.

The tape is free. The philosophy is repeated in every trade. Most traders will never watch it.

[Master Your Mind @MasterrYourMind]

14 HARVARD TECHNIQUES to be better than 99% of the world

1. The 5 - second rule

[Invest In Assets 📈 @InvestInAssets]

Warren Buffett's investing framework:

[Voltex @VoltexGar]

William Sharpe, Stanford professor and Nobel economist:

"Citadel and Two Sigma live and die by one number: the Sharpe ratio. It's mine. I built it to tell a skilled strategy from a lucky, reckless one."

the thread above is about building a portfolio and knowing when to cut a strategy. sharpe gave the world the single number that answers the only question that matters: is this thing actually good, or just lucky and levered?

return alone is a trap. a 40% year isn't impressive if you bet the farm for it. sharpe's ratio divides your return by the risk you took to get it, so a calm 15% can beat a wild 40%. it strips luck and leverage out of any track record, and that is exactly why every fund on earth judges itself by it.

this is also how a desk decides when to kill a strategy. not "did it make money," but "did it make enough per unit of risk." a falling sharpe is the signal to cut, long before the P&L ever turns red. he published the math in 1964, won the nobel in 1990, and left it in this free lecture. same story i keep telling: the number that runs every trading floor is old, public, and free.

here is the blind spot sharpe himself knew. the ratio assumes risk is smooth and symmetric. a strategy that quietly sells insurance shows a gorgeous sharpe for years, then one tail event erases a decade. a high sharpe is not proof you are safe. it is proof you have not met your bad day yet.

[Hedge Vision @HedgeVision]

The Top Hedge Funds of 2026 (So Far)

Stock-pickers dominated the list, highlighted by Whale Rock at 72.5%.

Tiger Cubs also made their presence known. Of the top 10 funds, Tiger Cubs took home three spots. Lone Pine led the pack with a 43% return. Light Street, the top-performing Tiger Cub of 2025, trailed behind at 37%.

[Riz Iqbal @Wordsofrizdom]

Traders who burn out:
• Chase profits every single day
• Measure success by daily P&L
• Let one red day define the week

Traders who last:
• Chase process every single day
• Measure success by consistency
• Let one red day teach them
something

[Brad Gerstner @altcap]

A tragic reminder - get your CAC scan - the mammogram for the heart. Cardiac arrest / heart disease is the #1 killer & largely preventable. $150 & 15 mins to save your life. In honor of Sen. Graham we should immediately cover w insurance & launch a natl ad campaign. 🤍 @DrOz

[Goshawk Trades @GoshawkTrades]

a hedge fund manager published 20 institutional strategies in a book you can buy for $48.

spent the weekend coding them up and testing it on 26 years of data to find out if it still works.

link below.
https://t.co/r5uLUZQNYE

[Vikas gupta @vicky_grok]

Anthropic pays $750,000+ a year for engineers who can build LLM architectures from scratch. Stanford taught the entire thing in 1 hour lecture & released it for free.

Bookmark & watch this today before someone takes it down and read this article "How claude uses context"

[Rahul @sairahul1]

Google Brain founder, Andrew Ng:

"100% of my tasks are done by ai agents, self-improving loops are next.

Give it 3-6 months and prompting is gone."

32 minutes of clear explanation on building loops from scratch.

Worth more than any $500 agentic course.

Watch it, then read the full guide below.

[Raytar @Raytar]

Anthropic just released a 4-hour course to getting a $500k AI engineering job:

00:15 - The right way to prompt Claude
33:21 - What makes Claude act dumber on your code
01:33:39 - How Anthropic use Claude every day
02:50:56 - The fix that makes Claude way smarter

This 4-hour Anthropic free course replaces about 10 paid engineering courses.

Watch it today, then read the step-by-step guide on building loops below.

[Brad @BradleyKellard]

Nassim Nicholas Taleb walked into Google and explained what Antifragility is and how the world actually works:

1. The opposite of fragile is not robust. That is the first mistake almost everyone makes. Robust means something does not care about volatility. The true opposite of fragile is something that actually benefits from disorder, volatility, and stress. He calls it antifragile.

2. If you are shipping something fragile you write handle with care on the box. The true opposite of that package would have please mishandle written on it. Something antifragile wants to be mishandled. It gets stronger from it.

3. Fragility is always about nonlinear harm. Jumping ten meters kills you. Jumping ten centimeters a hundred times does not. The harm accelerates disproportionately with size. That acceleration is the mathematical signature of fragility and it can be measured precisely.

4. Anything that has survived long enough to exist today must have this property. If harm were linear you would be destroyed just walking to the office. Everything that persists is built so that small stressors barely touch it but large unexpected shocks destroy it.

5. Large size creates fragility automatically. A hundred million pound project in the UK had thirty percent more cost overruns than a five million pound project doing the same thing. The bigger the stone the more the harm. Size and fragility are inseparable.

6. Governments and institutions make the same mistake constantly. They chase perfect stability and call it good management. But something organic requires variability to survive. Greenspan tried to eliminate all economic volatility. He called it the Great Moderation. What he actually did was allow hidden risk to accumulate invisibly until it exploded all at once.

7. Small forest fires clean out flammable material and prevent catastrophic ones. By eliminating small fires you guarantee a massive one eventually. The same principle applies to economies, banks, and any complex system. Suppressing volatility does not remove risk. It stores it.

8. The only way to make something genuinely robust is to embrace bipolar strategies rather than medium ones. Eighty percent of your portfolio in something safe and twenty percent in something highly speculative is more robust than putting everything in medium risk. The average of extremes beats the mediocre middle.

9. Everything organic communicates with its environment through stressors. Your body needs the gym. Your bones need stress. Your immune system needs exposure. Depriving any living system of the stressors it needs does not protect it. It weakens it invisibly.

10. What does not kill me makes others stronger is closer to the truth than what does not kill me makes me stronger. When a system gets stronger under stress it is usually because the weaker components were destroyed, not because the survivors individually improved. The system improves through the death of its fragile parts.

11. Trial and error is not the opposite of knowledge. It is a form of knowledge with a convex payoff. You lose little when you are wrong and gain enormously when you are right. That asymmetry is what makes tinkering more powerful than theoretical planning in unpredictable environments.

12. Most of what we attribute to theoretical knowledge actually came from tinkering that was dressed up afterward as having been scientifically planned. The Romans built extraordinary things for centuries without ever having heard of Euclidean geometry. Technology routinely precedes the science that supposedly explains it.

13. The fragilista is Taleb's name for the person who denies antifragility and causes damage through that denial. Bureaucrats, central planners, academics, and policy makers who overstabilize systems from the top down are fragilistas. They remove the volatility that systems need and call it improvement.

14. Seneca, the wealthiest man in the ancient world, trained himself every day to wake up as if he had lost everything. He would deliberately live as if he were on a shipwreck to ensure he always had more upside than downside. Having more to gain than to lose from random events is the definition of antifragility in personal life.

15. In medicine, convexity matters more than people realize. If you are very ill the potential benefit of treatment vastly outweighs the risk, so you should see ten doctors not one. If you are mildly ill the risks of intervention almost certainly outweigh the modest benefits. The problem is that mildly ill patients are five times more numerous than severely ill ones, which is exactly who pharmaceutical companies focus on.

16. Removing something unnatural from your life has almost no side effects. Adding something artificial always has multiplicative hidden effects. In complex systems less is almost always more. The via negativa, improving by subtraction rather than addition, is consistently underestimated.

17. The real ethical crisis of modern times is that the people making decisions do not bear the consequences of those decisions. Bankers take the upside. Society takes the downside. Economists give broken advice and face no consequences when it fails. Nothing improves in any field where the people who are wrong are not harmed by being wrong.

18. Time is the ultimate detector of fragility. Whatever is fragile will eventually be broken by time. Whatever has survived for a long time has demonstrated antifragility and will likely survive longer still. A book that has been read for three thousand years will probably be read for three thousand more. A technology that is forty years old has at least forty more years ahead of it.

19. The only way to know you are alive and not a machine is that you benefit from variability. If you like variation and gain from disorder you are antifragile. If you require peace and predictability to function you are fragile. It is as simple and as profound as that.

Before you go, can we stay in touch?

I'd love to share one email with you every Sunday that'll challenge how you think about business, money and freedom.

Stay in touch here:
https://t.co/VMTlilB7aq

[Michael Nauss, CMT, CAIA @MichaelNaussCMT]

A trader turned $5,000 into $53 million, and the discipline behind it is the opposite of what you'd expect.

He never had more than 10% of his net worth in his trading account. When it grew too big, he pulled cash out and reset. When he nearly blew up, a million down to 500K, he took 400K off the table and kept going.

[shmidt @shmidtqq]

SOMEONE IS MAKING $12K A MONTH RENTING OUT AI AGENTS WHILE YOU SLEEP

A guy found a site with 50+ pre-built AI agents.
He downloaded one. It runs an entire agency by itself.

Runs on AI agents. Zero employees. One evening to launch.

The numbers are insane:

- SMMA agency with a team: $5-10k/month in payroll
- UGC studio on freelancers: $3-5k/month
- His month: $11,897.99, then $10,114.97
- A pre-built AI agent: download and go
- Skill required: press "download"

The opportunity is even wilder:

The platform already ships SMMA, a UGC Production Studio, AI copywriting, Shopify dropshipping, YouTube automation. Every agent is a finished business other people would spend months building. You just pick a niche and switch it on.

One person + 50 pre-built AI agents + one evening = a full agency payroll that never sleeps.

The only thing stopping you is your own laziness.

Save and watch the clip.

[Rossst.03 @Rossst_03]

Alan Oppenheim, MIT professor:

"Every trader alive uses a moving average. Almost none of them know it's a filter, and funds pay quants $600K for the version they were never taught."

a moving average is a filter. it smooths a jumpy price to reveal the slower signal hiding underneath. that is all it is, and it is the bluntest one there is. the same math gives you filters that lag less and cut more noise, and that gap is a real edge.

this is the second half of what Simons was doing. first you accept the market is a signal buried in noise. then you build the filter that reads it, and the moving average on your chart is the crudest possible version. Oppenheim builds the real ones at the board in this lecture.

here is the catch. a filter only helps if there is a real signal under the noise. smooth pure randomness and you will see a beautiful trend that means nothing. the filter is free. knowing there is a real signal worth filtering is the edge.

[Shane Parrish @shaneparrish]

Steve Cohen and PGA Golfers share the same performance coach.

For the next hour, he’s yours too.

@GioValiante is the world’s top performance psychologist.

We discuss why most people never reach their potential, how both confidence and fear shape performance, and what separates those who consistently excel from those who stay stuck.

Enjoy!

(Includes paid partnerships)