mikkom

mostly AI / ML / Quant ramblings from a multiple startup founder CTO guy

[mikkom @mikkom]

@ZenomTrader @tradermike1234 R:R and win rate are not separate, they are connected. When you take profits earlier win rate increases but it's totally depending on the overall system if that's actually beneficial long term or not. One needs to test this.

There is no correct answer here.

[mikkom @mikkom]

@Quant_Kurtis yes

[mikkom @mikkom]

@pedma7 Pain is the best teacher. Congrats

[mikkom @mikkom]

@shub0414 Codex is the best coding tool, nothing else matters to me.

[mikkom @mikkom]

@yarotrof

[mikkom @mikkom]

@Naked_Determina @Arcfunmi Checked their website, it's the 38m2 version..

[mikkom @mikkom]

@aleabitoreddit Elon uses IPO upside to buy more upside for spacex stock... totally worth it if this can keep spacex pumping. Value of Cursor is surprisingly irrelevant

[mikkom @mikkom]

@Loofyb0i https://t.co/U0o5Qd7wzM

[mikkom @mikkom]

So as there are no links to actual source here, here is the info:

It’s Invested by Aleph, Episode 62, hosted by Michael Eisenberg, with guest David Magerman.
Episode title on Aleph’s page: “David Magerman on Building Renaissance Technologies, Why AI is ‘An Automatic Machine Gun We’re Giving Children,’ and Sacrificing Relationships for Success.” The YouTube-style title shown in the post is “He Built the Most Successful Hedge Fund in History: ‘We’re Not Here to Help America’ | Invested.”

[mikkom @mikkom]

@QuantifiedStrat Long-only right?

Works well because our economic system requires growth or it collapses therefore stocks always go up long term (or the system collapses and all govenrnents do everything possible to avoid it so stocks go up)

[mikkom @mikkom]

@GryptoGoon Is this bait to get links to good papers? 🤔

[mikkom @mikkom]

This is good idea but there is one big flaw: Your observation period basically dictates your result. For index funds profits are mostly stable but then there are crash periods where you would be crushed if you would be 100% in index funds. If you compare past months index funds would dominate as there has been so strong uptrend. Same goes with trading profits, depending on your trading style some periods are profitable some are not.

[mikkom @mikkom]

@OnodaCapital It's interesting how he lists exact amounts when it's profit but when it's loss it's just "lot of money"

[mikkom @mikkom]

@loshmi directly from black mirror

[mikkom @mikkom]

@LLMJunky You can never know when LLM writes dangerous slop unless you know how to code

[mikkom @mikkom]

@haider1 I guess the reason is that Mythos is really expensive to operate.

[mikkom @mikkom]

@leshka_eth Not saying SpaceX isn't overpriced but stock prices are typically mostly about future perceived profits, not current revenue.

[mikkom @mikkom]

@imfat You need to google inflation

[mikkom @mikkom]

@RohOnChain The ancient hidden secret of linear regression

[mikkom @mikkom]

@Pallavi_345 Async is only faster when your code needs to wait for something outside it.