Greg L

👨🏻‍🎓 | Monash AI硕士·前美资银行TA
🕊️ | AI + Finance 学习分享
🏔️ | 终身学习·思维认知

[Greg L @greg_corelone]

凡事欲则立，不欲则废，每天起床把自己一天的计划做好了。有清晰的规划，不要大致的规划，大致的规划意味着无计划。专注于自己的心神，维持自己的心神和身体在一个平衡的位置上。

[Alex Pérez. @honordetigre]

Recordatorio estoico:

Si tu paz depende de que todo vaya bien, no es paz, es control. Aprende a permanecer estable en la incertidumbre. Eso es el crecimiento de verdad.

[wwwgoubuli @wwwgoubuli]

颇有道理。

朋友们看岗位的时候睁大眼睛仔细看看……

[Greg L @greg_corelone]

@MatthewBerman I'm intrested!

[Greg L @greg_corelone]

Codex 越来越拉了，6.2啥时候来啊

[Mark Minervini @markminervini]

When I make a trade, my thinking is never about being right or even wrong. It's about risk vs. reward. I call it Bell Curve Thinking. I ask myself, if I make this trade 1000 times, does it come out a winner. Is it likely that the trade's upside is at least 2-3X the my stop? If I get those right, the rest takes care of itself.
My most recent $SPY short is a perfect example. The stock fell 5X my stop. I had the opportunity to capture 5Rs. But that's precisely what afforded me to hold for a bigger move while improving my stop to breakeven. I made that decision based on the odds at the time. If I turn out to be wrong... nothing lost. Next.

[Kamal @kaxmarll]

Not rich, but sublime 🍂 >>

[Dogan Ural @doganuraldesign]

Matter of time

[Greg L @greg_corelone]

@RossHaber @bot 这个人是谁，解释下他说的话，FTD要等到第五天吗

[Ross Haber @RossHaber]

Today marked Day 3 of the latest rally attempts in both the Nasdaq and S&P 500. The earliest a follow-through day could occur is tomorrow. Ideally, one develops between Days 4 and 7, although valid follow-through days can occur later.

No bull market or major uptrend has ever begun without a preceding follow-through day. However, a follow-through day alone does not guarantee a sustained advance. The real test is the quality and breadth of leadership. A healthy uptrend requires several groups of institutional-quality growth stocks, preferably early in their cycles, to lead the way.

Despite the poor technical condition of the major indexes, a surprising number of sound setups are progressing across traditional growth sectors. However, these isolated pockets of strength should not be mistaken for healthy market leadership. With just 145 new highs versus 325 new lows today, most stocks are not participating.

The disconnect is unmistakable: select growth stocks are showing promise, but the broader market continues to deteriorate. Until participation broadens meaningfully, the foundation for a sustainable advance simply isn't there.

I remain 100% in cash. A follow-through day accompanied by broadening, healthy leadership would warrant a change in stance. Until then, I'll let the market earn my participation and keep following my rules. As Bill O’Neil famously said, “The market doesn't care what you think or how you feel, which is why you have to have rules!”

Stay patient, refine your watchlists, update your alerts, and be ready when conditions improve.

[Hussain Ibarra @HussainIbarra]

I'm begging you to please start taking your life more seriously. You don't have much time on this earth. Stop wasting it by doomscrolling, partying, and numbing your mind with cheap dopamine. Lock in. Fix your finances. Improve your relationships. Get in shape because looking good matters. Surround yourself with people who push you to be better. You'd be surprised by just how great your life will be if you just took yourself more seriously.

[Greg L @greg_corelone]

@bot @anthonyzjdx @bot 给我也发一份

[Angus 安格斯 @XAngus]

Palmer Luckey：中国体制养不出跨界者 🤔

Anduril 创始人，Oculus 创始人，在胡佛研究所（Hoover Institution）的活动上受访。

“在从0到1这件事上，我们仍然完胜。我们远远领先，根本不在一个级别。”

“有意思的是，我能走到今天，很大程度上是因为我对很多事感兴趣。”

“中国的体制培养不出这样的人。”

“职业中途想转型非常非常难。在现代中国很难重塑自己。”

[Kxians @xulijian1994]

这个东西真的有点颠覆教育了。

Claude Fable 5.2 可以根据你的问题，实时在黑板上写出答案，一支笔一步步推导，还能看到黑板擦擦除内容、重新书写。

我觉得这比传统的 YouTube 教学视频强太多了。视频只能按别人的节奏讲，而 AI 可以根据你的问题随时调整讲解方式，哪里没听懂就继续追问。

以后很多知识教程，可能真的不需要再去 YouTube 上找视频了。

[Greg L @greg_corelone]

一大群AI博主在X上制造电子垃圾，一会推一个GitHub，一会推一个采访，看完之后会发现全是电子垃圾。

[Greg L @greg_corelone]

@nagi_2amx 可以的，都可以看到

[Greg L @greg_corelone]

最近比较头疼的是ChatGPT 和 Codex 用久了，磁盘空间越来越不够用，于是开发了一个这个小工具。

DiskLedger 是个 macOS 本地工具。它按项目列出磁盘占用，帮你找出大文件。图片和视频可以点开预览，确认用不上了，再批量移到废纸篓。

https://t.co/xLDWpHqCWX

[Andrew Wilkinson @awilkinson]

Software is dead.

We’re a bunch of portrait painters and the camera just came out.

Sure, there’s some residual value in zombie subscriptions and old people who don’t bother to switch.

Or corporations who pay a fortune for things that should be free and bizarre main frame software that nobody has an incentive to update.

But RIP 98% of the software industry.

Fable 5.2 can built Microsoft Excel in ~50 hours (source: @MatthewBerman ).

At the current rate of improvement:

2027: 7 hours
2028: 57 min
2029: 8 min
2030: 1 min
2031: 8 seconds

ChatGPT just launched generative interfaces for chat results.

Ask a question and it finds the most elegant way to display it (a map, data, etc).

Within 3-5 years it will generate the perfect interface + software for your task in less time that it takes to microwave a burrito.

People always love to answer this with: “There’s still record shops!”

The difference is, the guy who used to own big record store owned a private jet.

Now he drives a beat up Ford Taurus.

[Mark Minervini @markminervini]

A person comes to me with a spark.
I fan that spark until it becomes a flame.
I feed the flame until it becomes a fire.
I fuel the fire until it becomes a roaring blaze.
And once that fire is burning from within, they no longer need me to keep it alive.
That is the essence of great coaching. It's not about creating the spark. It's about recognizing what's already inside someone and helping them turn it into something unstoppable.
But there's a requirement.
The student must come with two things: a spark and an empty cup.
The spark is the desire, the hunger, the willingness to do whatever it takes.
The empty cup is the humility to put aside what you think you know, open your mind, and make room for new wisdom.
I can fan a spark. I can fuel a fire. I can fill an empty cup with knowledge earned through decades of experience. But I cannot ignite a fire in someone who has no desire to burn. And I cannot pour wisdom into a cup that is already full.
If you have no spark, or you are uncoached, there is nothing I can do for you except wish you luck.
https://t.co/FfBnR93ojq

[NIK @ns123abc]

Anthropic CEO predicts cancer, Alzheimer's, heart disease, mental illness will be cured in less than 10 years

ACCELERATE

[Lenny Rachitsky @lennysan]

STATE OF THE TECH JOB MARKET IN 2026

Twice a year, I dig into trends in hiring and job openings. This is the fifth report I've done, and the most surprising yet:

1. PMs are winning in the AI era
2. Engineering demand has stalled
3. Design openings are at a record low
4. Every role now requires AI skills
5. Tech jobs are concentrating in the Bay Area
6. Remote roles are at a record low
7. The tech job market is growing fast, but mostly outside of software (gasp!)

Full report here: https://t.co/Gly6uqwKxe

[Guillermo Flor @guilleflorvs]

Peter Thiel on how to build a creative monopoly