Daniel Mayo

Systems Engineer. Advantage Player. Building the One-Man AI Forensic Family Office

[Daniel Mayo @caveatemptorst1]

$HFMF for crisis convexity and capital efficiency seems very interesting

[Daniel Mayo @caveatemptorst1]

@bcherny did Claude Code's clear context option when executing a plan get removed from plan mode? Having that was really nice.

[Daniel Mayo @caveatemptorst1]

@ney123456789 You're better off starting a service that teaches people how to do that

[Daniel Mayo @caveatemptorst1]

Going long $PSLV and short $SLV still remains close to a once-in-a-decade trade.

Current $PSLV discount to NAV is a 3-sigma event

[Daniel Mayo @caveatemptorst1]

Of all the craziness in silver the past couple days, the most notable thing to me was the massive spike in the discount-to-NAV for $PSLV

$SLV had no such spike

Going long $PSLV and short $SLV could potentially capture that spread.

[Daniel Mayo @caveatemptorst1]

I leveraged AI to execute perfect arbitrage

[Daniel Mayo @caveatemptorst1]

@kingdomcapadv Claude Code can architect its own workflow for going thru massive numbers of SEC filings, targeting various special situation types.

[Daniel Mayo @caveatemptorst1]

Claude Code is the great equalizer when it comes to bringing special situation investing to the small investor

[Daniel Mayo @caveatemptorst1]

@twaddle_inc Yes

[Daniel Mayo @caveatemptorst1]

$200/month for a Claude Pro Max plan sounds expensive, but if you can use Claude Code (which is not just for code) to make it your own personal financial engineer, it could be worth it

[Daniel Mayo @caveatemptorst1]

AI-catalyzed deep value investing is a new paradigm

[Daniel Mayo @caveatemptorst1]

@ney123456789 Since your bear case is noticeably higher than the current stock price, does that mean you've dumped your entire portfolio into it? 😜

[Daniel Mayo @caveatemptorst1]

@OfficialLoganK @GoogleAIStudio I'm interested

[Daniel Mayo @caveatemptorst1]

@fixbymeasure How do you know that it's Gemini 3.0 Pro in the A/B testing? I tried this and the A/B outputs did not seem noticeably higher in quality than even Gemini Flash Lite.

[Daniel Mayo @caveatemptorst1]

@daniel_dhawan Which LLM is used when you put in a prompt on the Rork homepage? The model is not listed.