kit lam

[Breakout Trading Academy @onlybreakouts]

I've been trading breakouts professionally for over 20 years.
Launched a hedge fund with them. Built over 2,500 strategies.

The question I still get most often: "Why breakouts? Why not mean reversion or trend following?"

Here's why.

Breakouts are simple to define. Price compresses, then expands. You enter when it expands. One sentence.

Mean reversion requires you to identify overextension, calculate fair value, and time the reversal, all of which involves subjective judgment. Trend following requires you to identify a trend, which sounds simple until you realize every timeframe shows a different one.

Breakouts have one clear trigger. Price breaks a level. It happened or it didn't. No ambiguity.

Breakouts work on every market I've tested. US indexes, European bonds, Asian markets, energies, metals, grains, currencies, stocks. The same formula, adapted for each market's characteristics, works everywhere. Because every market has moments of compression followed by expansion.
That's just how prices move.

Breakouts are easy to automate. The trigger is objective: price hits level X. That translates directly into code. No discretionary judgment. You can test, validate, and deploy without staring at screens all day.

Breakout strategies tend to be robust over time. The underlying behavior, compression then expansion, is a fundamental property of how markets move. It doesn't depend on a temporary regime.

False breakouts are real. Whipsaws happen. But those are filterable problems, and there are proven techniques to reduce them dramatically without overfitting.

One definition. Every market. Two decades of equity curves pointing the same direction.

[darkzodchi @zodchiii]

Head of Engineering at Shopify, Farhan Thawar:

"While you're still perfecting your prompts, the best engineers stopped writing them months ago. Learn to write loops instead."

44 minutes on the new AI formula that's changing how the best engineers build.

Watch it, then save the step-by-step guide below 👇

[Sean trades @SRxTrades]

I’m 24.

I make $1.3m per year.

I owe it all to the world's most boring trading strategy

Here's what I do (& how you can too) 🧵👇:

[leopardracer @leopardracer]

HE AUTOMATED HIS ENTIRE AI RESEARCH WORKFLOW IN 60 SECONDS AND IT RUNS EVERY 15 MINUTES WHILE HE SLEEPS

one prompt to hermes, one cron job, no zapier, no n8n, no python scripts

every 15 minutes it scans the web, checks github, hits arxiv and drops a structured digest with headlines, papers, open source releases and industry moves straight to telegram

this is what neil breaks down in the piece below, not a chatbot you babysit but an agent that runs on a schedule, remembers everything across sessions and hands you synthesized intelligence before you open your laptop

if you’re still doing this manually, this article will hurt a little ↓

[Kirill @kirillk_web3]

Cut Your Claude Code Token Usage by 90%

He leaked the exact methods. Most people will scroll past it.

Nothing complicated.

Bookmark this so you don't lose it.

[Photon Capital @PhotonCap]

https://t.co/eVHU5UlYNk

[Tommi Pedruzzi @TommiPedruzzi]

If I got laid off tomorrow & had to replace my salary in 60 days, here's exactly what I'd do:

1. Open Google trends. Search this:

[Trackmind @0xTrackmind]

Warren Buffett:

"With a million dollars you could earn 50% a year."

Not with leverage. Not with some secret strategy.

Just one boring habit almost nobody has the patience for.

In this clip, Buffett explains the method that beats most of Wall Street

And why almost no one will actually do it.

[Khairallah AL-Awady @eng_khairallah1]

Jensen Huang, CEO of Nvidia:

"Every engineer is going to have and manage hundreds of agents."

The most valuable engineering skill of 2026 is not taught in any university.

No CS program teaches harness engineering.
No bootcamp teaches agent memory architecture.
No degree prepares you to build systems that survive production.

One builder mapped the entire thing out — free, step by step, no degree required.

This is the roadmap ↓

Bookmark this for the weekend.

[Serenity @aleabitoreddit]

IMO photonics theme + CW laser chokepoint is goated.

It's legit like markets have short term memory loss and forgot how $LITE went from $3B -> $65B+ from 2024 to now.

Because $NVDA caused EML bottlenecks, and forced architectural changes.

We're literally seeing the same thing today with CW lasers + 1.6T/CPO shifts with Nvidia signing LTAs everywhere.

Now, $AMD + other CSPs are hunting for remaining scraps with large LTAs for CW lasers + optical components.

GS Research's ~9-10x $154B optical TAM in 2028 and near $0 -> $91B CPO TAM in just 2 1/2 years.

Don't just magically disappear from a month of trading volatility.

$AAOI sitting at ~$13B, $SIVE sitting at ~$3B, and other CW laser players look strategically very valuable.

And next year I think we'll look back and say "Why didn't I learn my lesson the first time with EML from Nvidia and pick up CW laser adjacent names!"

Then there's likely gonna be some new mini trend 1-2 years from now like microled or quantum dot and we're gonna see the same thing repeat.

Think Sumitomo's projections with CW laser share + silicon photonics being majority / dominant architecture should be correct.

I'm personally just focusing on that bottleneck as you've seen with $SOI, $TSEM, $SIVE, and others.

[Roan @RohOnChain]

this is f*cking dangerous

build hedge fund using "loop engineering" that prints alpha 24/7 (Full Guide)

if I had this a year ago, I would've built my hedge fund in a week instead of a year

bookmark before someone takes it down

[Ray Dalio @RayDalio]

https://t.co/ZNaQtDhoH6

[Bill Brooklyn @BillBrooklyn10]

I have made over a MILLION in the last 2 MONTHS My SECRET is having a watchlist for each sector to catch rotations EARLY HERE IS THE SECTOR ROTATION WATCHLIST:
Memory:
$MU
$SNDK
$WDC
$STX
Semis:
$NVDA
$AMD
$ARM
$INTC
Networking:
$AVGO
$MRVL
$CRDO
Photonics:
$AAOI
$LITE
$COHR
$NVTS
$GLW
Infrastructure:
$DELL
$SMCI
Data Centers:
$IREN
$CIFR
$APLD
$NBIS
Software:
$MSFT
$NOW
$SNOW
Defense:
$PLTR
$KTOS
$AVAV
Drones:
$ONDS
$DPRO
$UMAC
Robotics:
$OUST
$SYM
$TSLA
Space:
$ASTS
$RKLB
$RDW
$LUNR
Quantum:
$IONQ
$QBTS
$RGTI
Nuclear:
$OKLO
Fintech:
$HOOD
$SOFI
$AFRM
Copper:
$FCX
$SCCO
$TECK
Autonomous:
$JOBY
$ACHR
If you want to understand how I identify the next rotation target through “volume anomalies + news vacuum,” just hit follow and witness the real results.

[Ridark @ridark_eth]

I genuinely don't understand why everyone isn't using this yet

Andrej Karpathy, a co-founder of OpenAI, posted a simple idea that hit 16 million views: stop using AI to write code, use it to build a second brain.

You point Claude Code at a folder, drop in any source, an article, a transcript, a PDF, and Claude reads it, links it, and files it into a living wiki of everything you know. It compounds like interest, the more you feed it, the smarter it gets.

Here's the whole thing:

> Install Obsidian, create a vault, open it in Claude Code

> Paste Karpathy's wiki idea file and tell Claude to build it

> Claude makes three folders: raw for sources, wiki for its pages, a CLAUDE.md that runs it

> Drop any source into raw and say "ingest this"

> Ask questions across everything, forever

Five minutes to set up, and you never start from a blank chat again.

Full step-by-step guide with Claude and Obsidian, link below.

Bookmark this

[New York Post @nypost]

Stretch of Amazon rainforest destroyed to build four-lane highway for upcoming COP30 climate summit: ‘This is a loss’ https://t.co/CcaAYkuzdQ

[haodongvli @haodongvli]

$VKTX: more than 17 million shares short, the mother of all short against the mother of all drugs, beautiful set up!

[TradeUI @tradeui]

Wix Is Set for Growth With Expanding Margins and Cash Flow, Analyst Upgrades Stock $GDDY , $SQSP , $WIX https://t.co/dhOdwlWl77

[Jeff Sun, CFTe @jfsrev]

This week's top 16 growth stocks with quarterly EPS and Sales growth exceeding 25% YoY, trading above 50-MA, sorted by industry group for the upcoming week. They will still need time to setup.

$AXON $NOVA $INDO $SN $FIX $FRPT $TPH $VNOM $VIRT $FOUR $REAX $VIST $CYBR $PGY $GGAL $VSAT