Valhalla Trader

[Valhalla Trader @Valhalla_Trader]

make hay while the sun shines

[Claude @claudeai]

Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.

Its capabilities exceed those of any model we’ve ever made generally available.

[Valhalla Trader @Valhalla_Trader]

Perspective on wins and losses and a reminder that there are steps to success:

[NBA @NBA]

“There’s no failure in sports. There’s good days, bad days, some days you are able to be successful, some days you are not, some days it is your turn, some days it’s not. That’s what sports is about. You don’t always win.”

Giannis comments on “failure”

[Valhalla Trader @Valhalla_Trader]

👀 how tape study led to realtime tells for improved execution from the 🏈 🐐 @TomBrady

[Dov Kleiman @NFL_DovKleiman]

Must Watch: Tom Brady speaks on how he used film study to win at the highest level.

"My magic superpower wasn’t how fast I could run. It was how fast I could diagnose what they were doing."

"I could figure out what they were doing before they did it. I didn’t snap the ball unless I knew my guys would be open."

"People aren’t paying attention to the right thing."

[Valhalla Trader @Valhalla_Trader]

“Keep being urgent for growth for yourself” 📈

[Vala Afshar @ValaAfshar]

Important life lesson: the most urgent person usually wins.

—Kara Lawson, head coach @DukeWBB

[Créde Sheehy-Kelly @crede_perform]

Visualization is sim trading for your brain.

You're firing the exact neural pathways you'd use in live market conditions — rehearsing execution, building consistency, training your response to pressure.

But many traders who use visualization are essentially daydreaming with good intentions.

The key is to practise it the same way elite athletes do — with a defined structure, consistent repetition, and a reliable mechanism to access the same mental and emotional state every time.

Deliberate practice makes all the difference .

[sarah guo @saranormous]

Caught up with @karpathy for a new @NoPriorsPod: on the phase shift in engineering, AI psychosis, claws, AutoResearch, the opportunity for a SETI-at-Home like movement in AI, the model landscape, and second order effects

02:55 - What Capability Limits Remain?
06:15 - What Mastery of Coding Agents Looks Like
11:16 - Second Order Effects of Coding Agents
15:51 - Why AutoResearch
22:45 - Relevant Skills in the AI Era
28:25 - Model Speciation
32:30 - Collaboration Surfaces for Humans and AI
37:28 - Analysis of Jobs Market Data
48:25 - Open vs. Closed Source Models
53:51 - Autonomous Robotics and Atoms
1:00:59 - MicroGPT and Agentic Education
1:05:40 - End Thoughts

[Greg Berge @GregBerge]

Kobe Bryant Gold 🥇

“Have a good time. Enjoy life. Life is too short to get bogged down and be discouraged.”

We talk a lot about discipline and toughness.

But joy matters too.

If you lose that…
you lose part of what makes you great.

[Fastbreak Hoops @FastbreakHoops5]

Kobe Bryant: “If you love what you do, and it’s making you happy, all the hard work and perseverance will pay off.” 💯

[Valhalla Trader @Valhalla_Trader]

@SpencerRockmore @sspencer_smb SMCI:
Support: 20, 21, 22
Resistance: 24, 25, 26
Inflexion: 23
Notes: “doj indictments”

[TraderPrad @traderprad]

You can just do things now. Anything your heart desires.

@Perplexity Computer just dropped and it's wild for tinkerers like me in AI/finance.

Quick disclaimer: This ain't paid. Not affiliated with @Perplexity, no promo deal influencing my take (though I did get reimbursed for Max plan to test Computer—won't sway my opinion).

All real thoughts from a 5+ year day trader. No engagement farming. No fluff. I've played with AI tools since inception and I know how much fluff there is on this platform. Some of it paid content, most of it just pure farming. I'm not here to waste your time nor mine.

We've seen wild claims lately—like one-shot vibe-coding a full Bloomberg Terminal. Let's be real: gimmick, engagement farm.

@hamptonism cooked that one perfectly—haters & gullibles went nuts. A million impressions and tweets about how BS that post was or how impressive it was. Regardless, the post hinted at something that is very much possible if done right. That lead me to try things myself.

Demo #1: Replacing TradingView

Been trading stocks since 2020 COVID era.

Hated paying for TV, but can't live without it. Caved years ago, usually I buy during the sale periods but this year? Forgot the discount window → got hit with full $650+ price. Pissed me off.

Thought: If AI is killing $CRM, $SNOW, $ADBE... why not TradingView?

This lead me to try Claude perhaps a month earlier—got a mediocre wrapper, gave up.

Yesterday @Perplexity Computer launches. Upgraded to Max (disclaimer again: reimbursement offered, but my views are 100% mine and authentic) and got to work.

Prompt was simple: "Replace TradingView for me, use my Polygon/Massive API key for the data. V1 should have the ability to add basic indicators and allow user to draw trendlines or horizontal lines."

Took ~10 minutes. Boom—finished product. Loads accurate data, draw lines, add indicators.

V1 is basic, but insane for a 10-min build. A legit charting replacement for half the monthly cost and the ability to add any feature my heart desires.

All for ~$350/mo (Perplexity Max + Massive API) vs the $650 I pay. Cut costs in half already.

Now I can customize exactly how I want: add any indicators without Pinescript hell.

Request features/tools that would take @TradingView months—done in minutes.

Now It's not perfect (bugs exist), but the speed is marvelous. One prompt → watch it think, build, test, iterate.

This is just one of 3 demos I built TODAY with Perplexity Computer.

All basically one-shot (with fixes along the way). The ability to prompt and see it WORK is game-changing for solo tinkerers.

Held off on my own OpenClaw setup because I hate Apple stuff and didn't want a Mac Mini.

Now? Don't even need to think about it. @Perplexity Computer unlocked more hacks.

Every SaaS you pay for right now? Can probably get replaced (or at least wrapped cheaper).

Okay, maybe not Bloomberg Terminal yet (data feeds are the bottleneck), but with good APIs like Polygon/Massive/FMP + Computer? Near future looks spicy.

Bottom line: AI agents like this mean you don't need to code everything yourself anymore.

You can just... do things. Build. Experiment. Cut costs. Create custom edges.

If you're a trader/tinkerer: go upgrade, go play, go create.

Your heart desires? Just prompt it.
More demos coming in the next few days so be sure to follow.

What SaaS are YOU thinking of replacing? Drop ideas below or let me know what you think about this TradingView Replacement!

Notes:
Image 1 = Vibe Coded TradingView
Image 2 = TradingView
Video = Demo

#PerplexityComputer #AI #TradingView

[Dr. Ismael Gallo DPT, MBA @flowsdoc]

Shoutout the late @LantzWheeler and @KenRavizza1 The Godfather of the Mental game of Baseball

“Confidence is fragile!”

“Feeling good is overrated!”

The best 20 minutes of your season!

I studied under Dr. Ravizza at @csuf and it changed my life!

https://t.co/7bFvrXOJio

[Valhalla Trader @Valhalla_Trader]

@KaterinoB @Valckrie Daily & Nightly lol. I’ve pulled quite a few all nighters into all dayers to build tools I wish existed and we’re available to me. Now I’m just using them. So, less tool building this week so far. Balancing trading and building is definitely a fine line but easier now than before

[Valhalla Trader @Valhalla_Trader]

#Joymaxxing (v.) where prep meets opportunity.

Flow: gratitude + routine + music → execution. (In the games you love.)

Then: prep → play → review → improve.

The process is fun.

The loop makes you better.

[yanni @YanniTrades]

https://t.co/1xuTbktdvV

[THE SHORT BEAR @TheShortBear]

$SLV $AGQ $SILVER

The morning opened with a clear regime shift.

Trump nominated Kevin Warsh for Fed Chair. Warsh is widely viewed as a hard-money hawk. At the same time, a U.S. government shutdown was averted at the last minute.

Gold and silver had effectively been propping each other up over the past week. Silver looked vulnerable, but gold’s parabolic move prevented a breakdown, resulting instead in a double-top structure.

This setup has historical precedent, most notably in 2006 and 2011.

Quietly behind the scenes topping macro news added up: Greenland resolution, Tariff step back, FED chair hawk(ish)...

As the macro narrative flipped, the “chaos premium” and “debasement trade” evaporated almost instantly. This came on top of rising margin requirements and billions of dollars in call options being offered throughout the week.

With today being Friday, those call positions became trapped. Market makers were then able to delta-hedge back toward neutral by selling underlying shares.

That’s when the dominoes began to accelerate.

As silver broke below key whole-number levels, where the largest call strikes were concentrated, selling pressure increased exponentially. Billions of dollars in call options rapidly went to zero.

The selloff intensified into the 1:30 PM window, driven in part by the $AGQ rebalancing mechanism.

As a 2x leveraged ETF, AGQ must rebalance daily to maintain its leverage ratio. A 10% drop in silver leaves the fund over-leveraged, forcing it to sell futures into weakness.

The “Kill Zone” (1:00–1:25 PM ET) is where the mechanics turned brutal:

1:00 PM: Order cut-off

1:25 PM: NAV calculation

HFTs and authorized participants knew AGQ would be forced to unload significant volume. They front-ran the 1:25 PM window, stripping remaining liquidity.

Silver didn’t merely decline, it gapped through multiple support levels. Selling pressure peaked precisely at the 1:25 PM NAV print. Once the mechanical rebalancing was complete, price finally found a floor.

[Valhalla Trader @Valhalla_Trader]

♟️

[hinata @HinataMotivates]

Magnus Carlsen: Hedge funds are actively recruiting chess players.

[Valhalla Trader @Valhalla_Trader]

📈

[Lance Breitstein 🇺🇸🌎 @TheOneLanceB]

The most successful traders I've met:

- Learn with an intensity and urgency
- Weren’t naturals
- Avoid limiting beliefs
- Are highly detailed
- Iterate solutions quickly
- Push through the hard work
- Collaborate and trade with others
- Still struggle and have drawdowns

[Tom Dante @Trader_Dante]

As we enter December, this is a quick reminder to take only the best trades and try really hard not to be a cunt in the meantime. Cheers

[Lance Breitstein 🇺🇸🌎 @TheOneLanceB]

A reminder by @JamesClear about the comparison game:

[Valhalla Trader @Valhalla_Trader]

@JBearTrades For me, trading is chess + poker.
• Candle timeframe = chess time format.
• Playbook = your opening repertoire;
• Entires and exits = the tactical themes.
•“see-it” = ♟️🧩
• Poker provides the risk, sizing, and EV framework — constantly updated as new information unfolds.

[Valhalla Trader @Valhalla_Trader]

@The__Solstice 🤞🏼extremely unlikely, but not impossible 🤣