Lumaize

[𝐌𝐜𝐂𝐨𝐲 @_dave_mccoy]

Imagine sneaking into a sleeping dragon’s treasure room just to steal a single stone.

Bilbo thought the hardest part was getting in… until Smaug opened his eyes.

🎥 The Hobbit: The Desolation of Smaug (2013).

[Trader Theory @tradertheory]

This is who you're trading against.

[Michael | Hypermarkets @itsmichaelluu]

The AI supercycle is year 3 of 15. You're still super early!

Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.

Pay attention, we just finished Phase 1 2023-2025

$NVDA → AI GPU king powering training, inference, and hyperscaler demand.

$MU → High-bandwidth memory critical for AI servers and massive compute.

$COHR → Photonics and optical connectivity enabling ultra-fast AI data transfer.

$MRVL → Custom AI networking chips powering cloud and hyperscale infrastructure.

PHASE 2 transititioning into in 2026–2027

$IREN → AI-focused data centers securing scalable power for compute expansion.

$WULF → Energy-efficient infrastructure supporting massive AI compute requirements globally.

$VRT → Cooling and power systems preventing AI data center bottlenecks.

$ETN → Electrical infrastructure backbone powering hyperscale AI facility growth worldwide.

$CEG → Nuclear and clean energy demand exploding from AI power consumption.

$ANET → High-speed networking moving enormous AI workloads between GPU clusters.

$MRVL → AI networking silicon connecting compute, memory, and cloud infrastructure.

PHASE 3 (this is massive bottleneck from 2027-2029)

$MP → Rare earth materials essential for robotics, EVs, and defense systems.

$USAR → Domestic critical mineral supply chain supporting future AI manufacturing.

$ASTS → Space-based connectivity enabling global autonomous and AI communication networks.

$RKLB → Affordable launch infrastructure supporting defense, satellites, and AI expansion.

$KTOS → Autonomous warfare and AI-driven military systems entering mass adoption.

$TSLA → Real-world AI robotics, autonomy, manufacturing, and autonomous transportation leader.

$SYM → Warehouse robotics automating global logistics with AI-powered machine systems.

PHASE 4 — Full automation (2030+)

$MSFT → AI operating layer integrating agents into enterprise software ecosystems.

$GOOGL → Search, infrastructure, and AI distribution dominance across the internet.

$META → Consumer AI ecosystem integrating assistants, commerce, and social platforms.

Quantum plays → Next-generation computing unlocking exponential AI capability breakthroughs.

The pattern is simple:
Infrastructure → Expansion → Domination.
We are only in Year 3 of 15.

[0xMarioNawfal @RoundtableSpace]

SOMEONE BUILT A DIRECTORY OF 5,700+ FAILED YC STARTUPS WITH POST MORTEMS, DEEP ANALYSIS, AND REBUILD PLANS.

THE STARTUP GRAVEYARD JUST BECAME A GOLD MINE.

[0xMarioNawfal @RoundtableSpace]

SOMEONE CREATED A GITHUB REPO WITH AN ENTIRE SETUP FOR AN AI AGENCY

Engineers, designers, growth marketers, product managers.

Broken down how even a rookie could understand.

It has over 10K stars in 7 days

GitHub: https://t.co/VYdwzJuCtB

[0xMarioNawfal @RoundtableSpace]

This AI scans news, wallets, and on chain data in real time and spots trades before Twitter even reacts. People are already turning $1K into $60K with this.

https://t.co/8qGo5b8z5A

[Sean McClure @sean_a_mcclure]

Taleb's Probability Questions videos, arranged by topic.

https://t.co/knFvo3TZNe

[Naval @naval]

All the American AI companies talk about sharing the wealth, but all the top open source models are Chinese.

[BijanBowen @bijanbowen]

Gemini 3 Deep Think generated a real-time 3D WiFi radar that maps every network around you as glowing nodes in a Matrix-style space — in one shot. It used Pearson correlation to infer which APs are physically close, since RSSI alone isn't enough.

[Quant Science @quantscience_]

How to build your own algorithmic trading analyzer with Claude Code.

(bookmark this for later)

[mahera @mahera777]

New trading terminal for prediction markets

I found a convenient and interesting terminal where you can trade on prediction markets, including Polymarket markets - @SynthesisTrade

On the platform you will see:

- User-friendly interface
- Arbitrage
- Copy trading
- Bonds
- Traders leaderboard

On the market page you will see:

- 2 types of odds charts
- Convenient order book
- Trade history
- History of viewed events

There are many features that interested me, and I can recommend you try trading: https://t.co/zkq234KM0t

[Tom Dörr @tom_doerr]

Dashboard for geopolitical monitoring and news aggregation

https://t.co/dLEMqvZA5C

[Cata @CBoruga]

@MoonDevOnYT For execution, you can check https://t.co/pneWnR4MrW

[chiefofautism @chiefofautism]

https://t.co/YXNxx9tF7v

[storm @notnotstorm]

new from paradigm: we are building a tool for exploring prediction market data

try it out today. I bet you'll find new markets you never knew existed

[Lumaize @metavesment]

@srishticodes 🪬

[Mindset Machine  @mindsetmachine]

Scientific proof what happens when we are around right people ‼️👇

[Lumaize @metavesment]

@MrDigit hi

[Steve Burns @SJosephBurns]

Trading plan sequence:

1. Entry Signal
2. Quantify price action risk
3. Set stop loss
4. Set position size
5. Set profit target
6. Determine risk/reward ratio
7. Set trailing stop
8. Respect the first exit signal, win or lose