the_miniminter

Vibe coder experimenting different business
Beaucoup d'idées, pas trop de conseils...

[CJ @IntlSpeculator]

There are first ever, largest ever, and so on, things happening on a regular basis lately. $SNDK just recently put legendary .com stocks to shame with an unprecedented move.

Now we're getting the $SPCX IPO which will be something never seen before. Whatever happens history will be written. The sheer size of it "should" prevent an amazing move, but as we've seen lately, anything can happen.

The only stock I can think of that had an IPO of a similar magnitude was NTT back in 1987, during the heyday of the Japanese bubble. Despite its size NTT managed to double in two weeks.

My hope is that SpaceX does sth similar to NTT, and sets off an IPO mania to rival the late 90s.

[the_miniminter @miniminter_the]

@ashtradin Great month, love to see monthly recap

[Wall St Engine @wallstengine]

FED'S POWELL:

WE DON'T KNOW WHAT ECONOMIC EFFECTS OF CURRENT SITUATION WILL BE

FED MINDFUL OF MISSING INFLATION TARGET FOR SOME TIME

INFLATION EXPECTATIONS APPEAR ANCHORED

NOT FACING YET THE QUESTION OF WHAT TO DO

[Kristjan Kullamägi 🇺🇦 @Qullamaggie]

Holy candle!

[peoplewish @Peoplewish]

Likely a hot take, but most vibe coded, data swamped market dashboards do more harm than good for the average speculator. Either the data, taken as a whole, produces a clear signal one can actually transact on, or it doesn’t. If it doesn’t, it produces a spectrum ranging from noisy signal at best to pure noise at worst, and the more low impact data points you stack, the less useful, and likely more detrimental, the dashboard becomes.

I’d bet the vast majority of Perplexity computer concocted dashboards hurt more traders than they help. For traders who are system oriented, rule driven, and committed to a continual improvement process, a properly built dashboard that integrates those concepts can feel like god mode. For everyone else, and likely the majority, these vibe coded slopboards usually just become confusion machines that breed overwhelm, false conviction, worse decisions and ultimately worse performance.

Less is usually more. Unwaveringly pursue clarity and eliminate noise. Commit to continual improvement.

[OpenAI @OpenAI]

GPT-5.4 Thinking and GPT-5.4 Pro are rolling out now in ChatGPT.

GPT-5.4 is also now available in the API and Codex.

GPT-5.4 brings our advances in reasoning, coding, and agentic workflows into one frontier model.

[Alex 🔔 | updatify.io @_avdept]

saas is dead

openclaw replaced all my subscriptions

went from $480/month on tools
to $1,245/month on API costs & 15 hours a week fixing yaml files

adapt or be left behind

/s

[Marios Stamatoudis @stamatoudism]

Night out last week with friends, some of them tech enthusiasts as well.
When I mentioned OpenClaw, n8n, or the AI models I use, I mostly got blank stares.
It reminded me of one quiet advantage of being a trader: what feels like 'everyday vocabulary' to us is, for most people, still the future...

[Yann Decoopman @YannDecoopman]

ça pleurt quand un homme ?

[barney @barneyxbt]

The Polymarket AI bot meta is the funniest grift running right now.

Guys are spending $50/day on API tokens to have Claude decide if a candle goes up or down in the next 5 minutes.

You built a whole autonomous agent infrastructure to basically flip a coin with extra steps.

And every day there’s a new post like “turned $10 into $69,420 in 72 hours with my AI Polymarket bot.”

Brother, no you didn’t. You absolutely did not.

You know who’s actually making money?

Claude and Polymarket. That’s it.

Those “success” posts are marketing. They’re getting you to burn through API credits and deposit into Polymarket while they collect on both ends.

It’s a perfect funnel and you’re the product.

The house always wins, and right now the house is an LLM and a prediction market splitting your bag while you screenshot paper trades for engagement.

You’re not building alpha.

You’re paying two companies to make you feel like you are, and losing all your hard-earned shekels in the process.

[Tomasz Łakomy @tlakomy]

Reviewing Claude Code output before pushing directly to prod

[Emmanuel Macron @EmmanuelMacron]

J’ai (encore) fait bondir les gamers…

J’ai vu beaucoup d’incompréhensions.
Alors je vais être clair.

Les faits : j’ai toujours soutenu le jeu vidéo, la popculture - industrie, création, culture, emplois. J’ai mis à l’honneur l’esport français à l’Élysée et j’ai pris des engagements pour structurer la filière et attirer de grands événements en France, ce que nous avons fait.

Nous avons décoré les équipes de Sandfall et, mieux encore, je soutiens la participation de nos équipes (Karmine, Vitality, Gentle Mates, etc.) pour la création d’une équipe nationale française autour du jeu vidéo pour une compétition mondiale.

Il y a tant de pépites françaises qui ont une influence mondiale !

Nous pouvons en être très fiers.

Mais soutenir une industrie et une culture n’interdit pas de poser une question simple, sans caricature : quels sont les effets de certains contenus et de certains usages sur les plus jeunes ?

Le constat des parents c’est que certains jeunes passent leurs journées et parfois leurs nuits à jouer. Il a aussi été souvent dénoncé que des jeux classés PEGI 18 sont joués par des enfants.

Il y a là un sujet majeur de santé publique, d’éducation et de responsabilité. Pour la santé physique, les yeux en particulier, et la santé mentale, quand un jeune ne sort plus du tout car il joue abusivement, bien sûr que cela inquiète et nous devons nous en saisir.

Ce que j’ai annoncé chez Brut, en réponse à cette enseignante qui criait sa colère, ce n’est pas l’interdiction des jeux vidéo : c’est le lancement d’un travail scientifique, collégial, pour regarder la réalité en face. Calmement, lucidement et avec toutes les parties prenantes.

C’est notre responsabilité de demander à des chercheurs, scientifiques et cliniciens d’évaluer les impacts, de démêler les idées reçues et d’éclairer le débat public.

C’est exactement ce que je fais : j’ouvre un débat sérieux, informé et apaisé, que je souhaite loin des raccourcis.

On peut aimer le jeu vidéo, en être fier, et en même temps regarder sans tabou certaines pratiques et leurs effets.

[peoplewish @Peoplewish]

Cya in the morn.

[Marios Stamatoudis @stamatoudism]

Technical higher level Structure will always dominate on all fronts. From $HOOD, $PLTR, $APP back in October to $SLV, $GLD yesterday when almost all Parabolic Short Structural filters aligned, especially on Gold.

Focusing on structure has been crucially important the past few months. Probably one of the longest streaks in the past few years where selectivity is really elevated for me. $SNDK, $MU, $BW, etc.... and some commodity related plays have been amazing, but not much forgiving action besides that.

The question now is what happens next as fuel escapes from the big drivers? Two days ago I saw ignited action in my Bigger Watchlist, which was short lived. We need clear signs of leadership in full spectrum, not in selected assets, which we haven't seen since mid October and that still raises flags for me.

Macro Awareness, which dictates selectivity, remains the same from October, more reinforced this week going forward until something changes.

Short Term awareness, which dictates my defensive steps, got turned on again yesterday.

Selectivity isn't something you should take lightheartedly. Higher selectivity enforces lower frequency of action, thus smaller depreciation of your Principal Capital.

I've seen a lot of people getting smacked by the choppiness and uncertainty of these past 4 months when Structural Signs were there to dictate a higher probability of what we experienced and what we experience.

We'll see how things unfold. Trading is all about balance

[the_miniminter @miniminter_the]

Le $SLV fallait être la à 2h ça rend dingue

[the_miniminter @miniminter_the]

$HG is an original flop

[the_miniminter @miniminter_the]

Watching $SLV and $GLD short all the week and finally miss it.
Short game require SSL level

[the_miniminter @miniminter_the]

C’est pour ça que les stockages explosent ptn

[the_miniminter @miniminter_the]

Lot of break-down from watchlist (orange EMA 20 and White SMA 50)
Growth stocks are slowing down,
Rare metals lead the way but hard to jump on board.
Shaken out of $USAR and $METC only risking 0.25%
Riding $UAMY and $AREC
Watching battery name for next week and $SNDK climax ?

[Boubou 🐼 @BoubouSGC]

Mercredi dernier on était de retour en bullrun et aujourd’hui de retour en bearmarket.