Michael 🚀🚀🚀

GDE (Cloud) | Snr Software/DevOps Engineer | Engineering Lead | Focus is success | Consistency is key.

[Michael 🚀🚀🚀 @monnarene]

Soon == 4 years

I am delighted to announce that I have become a Google Developer Expert for Google Cloud.

I am genuinely excited about the awesome community contributions that I will be making in the future 😁.

[Michael 🚀🚀🚀 @monnarene]

Soon.

[Codez @0xCodez]

Anthropic just released 5 workshops on building self-improving agentic systems from scratch:

00:00 - Ship your first Claude agent
36:44 - Self-improving agents (tools,skills)
1:21:25 - Build memory for Claude agents
1:49:47 - Set up a proactive agent
2:11:31 - Make your agent autonomous

These 3-hours of Claude workshops will replace 20 paid agentic courses.

Watch today, then read article below on how to build a self-improving agentic system with Fable 5.

[Anatoli Kopadze @AnatoliKopadze]

Anthropic engineer:

"You're not supposed to prompt Claude. You're supposed to build a system that prompts itself."

In 45 minutes she breaks down how Anthropic builds agents that remember, learn from their mistakes, and get smarter with every run.

Worth more than any paid course you'll find on building agents.

Watch the session, then read the guide on building loops below.

[$ @jxtsummer]

what a privilege it is to be able to wake up and try again

[Fekxir Ltd @fekxir_ltd]

🎉@monnarene earned his UK Global Talent Visa through the DevOps work he was already doing.

On 30 July, with @Ypeopleintech, he shows you how to turn everyday tech projects into a Global Talent case.
8PM WAT. Google Meet.
📍 Register here: https://t.co/YlDXM1BDJy

[Taiwo_junzi @taiwo_junzi]

As a Redeemer who stands for the truth, I’m happy to announce to you that my general overseer is a fool!!!

[Oyindamola🙄 @dammiedammie35]

They interviewed Sowore immediately after he came out of pr!son this evening and this was what he said about DSS. I no fit quote am abeg😭💔😂

[Tai Lopez @tailopez]

Sun Tzu was right, a good man without strength is hoping that evil has mercy.

[Michael 🚀🚀🚀 @monnarene]

@CHINWENDUH DM?

[ilymjsyk @g4na_xo]

At the end of the day you lowkey just need a pretty chalant girl with a great sense of humor who threatens to beat you up once or twice

[Michael 🚀🚀🚀 @monnarene]

@olanetsoft @Ace_KYD passport arrived late😅

[Razak Makinde @RazakMakinde]

From 1998 till date, Omoyele Sowore has reportedly been arrested 548 times in 28 years.

[BLOVD✨🇦🇷🇪🇦 @BlovdSzn_]

Ronaldo's biggest fear is actually Portugal winning without him.

[The Pragmatic Engineer @Pragmatic_Eng]

What it’s like to receive a job offer directly from Satya Nadella. @kelseyhightower, former Google Distinguished Engineer, on the Microsoft offer that revealed a pay tier he didn't know existed:

“I got this email from Satya, the CEO of Microsoft.

He wrote this nice email: 'Kelsey, heard you had a good experience with the team' - remember I did the interview at the Microsoft headquarters - “heard really good things from the team, just wanted to let you know, you're going to be respected here. We're going to support you as a team.”

I'm like, damn, support as a team? Coming from the CEO?

So, number one, what an honor. This is the CEO of Microsoft. He has so many more important things to be doing than to be emailing me about a role. I opened the PDF - not very often in your career does a zero get added to the equation. And so you're looking at this like, I didn't even know that they do that.

We know that it happens. But the person that graduated from high school in 1999, that chose the A+ Certification didn't know that was available. Even while I was at Google having all the success. Google paid me pretty well too, but I didn't know you can add another zero still.

And I'm like, wow. I showed my wife and she was the one that said you should just go interview, like put your ego to the side and let's go see what's out there, so shout out to my wife.

And so I get the PDF, and I'm like, okay, this number is perfect. Honestly, I don't know what to say, but let’s just find out, is this really the only number? So I remember giving a counter: you know what, I think it should be this.

The funny thing is, Microsoft countered back higher, like we're not playing around. I'm like, oh, whoa. Now I understand that I don't understand this part of the game.”

[LUCIA @Lucia_uiu]

@AsakyGRN "If you tell a Nigerian that they are wrong they would do a research... Not on whether they are wrong but on whether they are richer than you"

[G. @Mr_Gbote]

An ambitious person in Nigeria, relocating

First year, you go wan first craze with the level of humility.

[Kelindi @_kelindi]

every software engineer is just someone who wanted to make video games and quietly gave up on that dream

[Ewgi @Ssaasquatch]

Haven’t shared this before, but a lot of people ask me how I do it, so here goes:

Long-dated options, or LEAPS, are a powerful way to aggressively compound portfolio gains if you have high conviction about the future price of a stock. I have personally made a lot of money doing this. Yes it works!

LEAPS gives you opportunity to control at least 100 shares of a stock without owning them. I use this mostly for swing trades I plan to dump in <1 year or two. No point doing this for long term holds.

Eg: A stock trades at $10 and you believe it can hit $20 within a year, Instead of spending $1,000 to buy 100 shares, you buy 3 call contracts with $11 strike (will explain this later), expiring roughly a year from now. Some people do short dated ones too. That’s fine as look as it’s not too short. You need time for your thesis to play out. Avoid ODTEs if you know what’s good for you except you’re an idiot.

Assume premium is say $3 per share? Each contract would cost: $3 x 100 = $300. 3 contracts would cost: $300 x 3 = $900. Total cost = $900

Now suppose the stock doubles to $20 in one year, just as you projected.

Each contract is now worth:

($20 - $11) x 100 = $900. Meaning 3 contracts you bought would be worth $2700

Summary:
Initial cost: $900
Final value: $2700
Profit: $1800

Assuming you bought the stock outright:
100 shares at $10= $1k. If the stock goes to $20, your shares are worth $2k. Profit: $1k.
In other words, LEAPS compounded your returns with lesser capital and vice versa.

Are there risks involved ? Of course. A lot of risk.

If the stock does not rerate meaningfully higher, you can lose most or all of your capital.

A wise man once said, “Leverage is for idiots.” and he wasn’t exactly wrong.

This isn’t something you YOLO, and definitely not with a large chunk of your port. I personally never risk more than 10% of my port (Okay fine, I’m lying. It goes as high as 20% sometimes)

You only use LEAPS when your conviction is extremely high and you believe the stock can rerate aggressively to the upside.

Now here’s the real alpha:

How do you manage risk and find the right stock for this kind of bet?

This is the filter that has consistently worked for me:

1. I like beaten down assets with improving business margins ie Growing revs & bottom line, positive or improving EBITDA (adj), and a low D/E ratio.

On the technical side, the stock should be trading within say 10% of their 52-week low, RSI below 40, and sitting on key support across all long timeframes.

The goal is to always find a mispriced asset, not to catch a falling knife.

2. Buy around 10% OTM strikes ie If a stock is at $10, I’m looking around the $11 strike.

That way, the stock only needs to move above the strike plus the premium paid for the trade to become profitable. If you buy very far OTM strikes, you can still lose money even if the stock moves meaningfully higher. This is essentially baba ijebu.

3. Theres no point holding the contract into the final 60 days unless it is already deep ITM and you are comfortably profitable. Read up about something called thetas and option decays.
At that point, either sell it, roll it, convert to shares, or take the loss on the chin. You live to fight another day.

4. Only buy LEAPS when implied volatility is low cos Low IV = cheaper premium. Thats when LEAPS make the most sense cos you don’t want to overpay for optionality, then be directionally right and still get hurt cos IV compresses.

My current LEAPS:

$HIMS
$SOFI

As always, This is not financial advice. Just sharing what works for me.

There are tons of tutorials on YouTube that explain the mechanics better, but take this as a primer.

You’re welcome :)

[Olúwatósìn Olaseinde @tosinolaseinde]

To be a HNI in Nigeria, you need to have $70,000/N100,000,000 in investment assets.

[Ola Adams @AlfaAdam001]

SEC sets benchmark for high net individuals in Nigeria at N100m+

[. @Papa_Ibeji]

A friend that had moved to London a year before sent a link to a job in London to 4 of us in a LinkedIn group message. I was the only one shameless enough to apply.