n0om

[AdiiX @adiix_official]

Claude 5.0 built a Chinese girl a trading bot.

skip to 0:08 look at her journal, bot easily earns your monthly salary in a couple of days.

how it works:

the bot runs mean reversion on s&p 500 and nasdaq on 15-min candles, catching the small overextensions indices make every few hours. on bitcoin it switches to momentum breakouts on the 1-hour crypto trends harder than indices, so you ride the move instead of fading it. gold and oil get a slower trend-following layer on the 4-hour, because commodities move in cleaner waves and you don't want noise from intraday whipsaws.

position sizing is ATR-based per instrument, so a quiet day on gold gets a bigger size than a volatile day on bitcoin - risk stays constant even when volatility doesn't. every trade has a hard 1% stop, no exceptions, no "let me give it room." and there's a correlation filter on top: if s&p and nasdaq are already long, it won't pile into another risk-on asset and double the real exposure.

claude code writes and updates the logic. the bot just executes.

then claude cowork sends her two messages a day:

- 7am: what's happening in the market
- 9pm: how did the bot do

that's the whole job. two messages. five instruments. zero screen time.

manually she could only watch one chart at a time. this thing watches five. doesn't sleep. doesn't tilt. doesn't revenge trade at 2am.

what used to need a team of quants and a $200k bloomberg terminal now runs on a laptop and claude.

And your friend is still trading manually and is constantly in the red.

save this and read the article in the comments below to write your own bot using Claude

[A-Man 🥽 @SpinnerCapital]

Last chance to get into $META before it goes vertical... IMO

[Tom Lee Tracker (Not actually Tom) @TomLeeTracker]

TOM LEE SAYS $2 TRILLION OF SPACEX STOCK UNLOCKS 90 DAYS AFTER THE IPO

- Cites Paul Tudor Jones using the same setup to call the 1999 top
- SpaceX, OpenAI, and Anthropic IPOs could total $4 trillion combined
- That's 5 to 7% of the entire S&P 500 in new supply hitting the market

[VolSignals @VolSignals]

7500 WAS the top

Why?

AND WHAT COMES NEXT?

https://t.co/TPqlmzrHvm

[Bourbon Capital @BourbonCap]

Crazy that President Trump is bullish on $MSFT $NOW $ADBE and $AMZN

$NVDA $PLTR and $AVGO are expected

[Wolfe @everytimeicash]

$FIG is the poster child for the AI bear short thesis in the market.

31.8% of the float sold against it.
$5 BILLION of notional bearish capital.

Could it finally be ready to cause the bears some pain?

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: Leopold Aschenbrenner just filed his Q1 2026 13F

Here's everything you need to know about his recent 13F

Top 10 positions:

1. VanEck Semiconductor ETF $SMH [Put] — $2.04B
2. Nvidia $NVDA [Put] — $1.57B
3. Oracle $ORCL [Put] — $1.07B
4. Broadcom $AVGO [Put] — $1.01B
5. Advanced Micro Devices $AMD [Put] — $969M
6. Bloom Energy $BE — $879M
7. SanDisk $SNDK — $724M
8. Micron $MU [Put] — $584M
9. CoreWeave $CRWV — $556M
10. Taiwan Semiconductor $TSM [Put] — $535M

New positions:

• $SMH, $NVDA, $ORCL, $AVGO, $AMD, $MU, $TSM, $ASML, $INTC, $GLW — all puts
• $MU [Call] — $422M
• $TSM [Call] — $355M
• $SNDK [Call] — $389M

Biggest adds:

• CleanSpark $CLSK: +648% shares
• Riot Platforms $RIOT: +87% shares

Biggest trims:

• CoreWeave $CRWV [Call]: -83% shares
• Bloom Energy $BE: -36% shares

Full exits:

• Intel $INTC [Call] — was $747M
• Lumentum $LITE — was $479M
• EQT Corp $EQT — was $133M
• Tower Semiconductor $TSEM — was $85M

Summary: He kept his AI infrastructure longs and opened $8.45B in new puts against tech and semiconductor

[Neb @Woju_86]

$CBRS IPO tomorrow.

Cerebras isn’t “the next NVIDIA” — it’s a specialized AI inference challenger with real wafer-scale tech, OpenAI, AWS exposure and a massive backlog.

The opportunity is huge.
The valuation already prices near-perfect execution.

Bull case: $220–320.

[Wolfe @everytimeicash]

$TSLA Looks like it wants to take off. Rejecting the prior all time high for now. Look out above.

China, SpaceX, and Anthropic headlines dont hurt

[Justin Banks @RealJGBanks]

AI ROTATION WATCHLIST (Full)

Here’s the full AI supercycle most people still are missing:

Semis:
$NVDA $AMD $ARM $AVGO $MRVL $INTC $TSM $QCOM

Memory:
$MU $WDC $STX $SNDK

Photonics / Optical:
$LITE $COHR $AAOI $GLW $JBL $AXTI $LWLG $NOK

Networking:
$ANET $CSCO $CIEN $JNPR

Compute / Data Centers:
$IREN $CIFR $NBIS

Power / Grid:
$VRT $ETN $PWR $GEV $CEG $SMR $OKLO

Materials / Minerals:
$MP $LAC $UUUU $USAR

Space / Satellites:
$ASTS $RKLB $LUNR $PL $BKSY

Defense / Drones:
$AVAV $KTOS $ONDS $OSS

Robotics / AI:
$TSLA $PATH $SYM

This is how money flows and rotates in this super cycle.

[Wolfe @everytimeicash]

Flying under the radar of Powell’s final presser was the bond market.

10Y back above 4.40
30Y decisively through 5.00

USD/JPY at 160.
WTI above $108.
Gas up 5% today.
30Y mortgages above 6.50%.

The 4.50 policy pivot, the level that triggered Trump interventions in April 2025 and March 2026, is days away.

The bond market is about to become the center of attention.

$TLT $DXY $USDJPY $SPY $QQQ

[Wolfe @everytimeicash]

FOMC holds rates at 3.50-3.75% as expected.

But 4 dissents made this the most fractured Fed vote since October 1992.

Miran wanted a cut
Hammack, Kashkari, Logan opposed an easing bias

Powell now has dovish AND hawkish dissents on the same vote.

Policy direction is unclear.

[Jesse Cohen @JesseCohenInv]

Jerome Powell FOMC Meeting Starter Pack for the last time:

"Hello Everyone" = Bullish 📈

"Good Afternoon" = Bearish 📉

Are we pumping or dumping after this meeting?

[n0om @n0om_]

@preetkailon overnight gap over 385 then we moon

[@jason @Jason]

I’m trying to get some work done — so glad we’re running out of GPUs 😂

[Johannes Maria @luo_yuehan]

Whoever is behind this—wow. They are actually a genius.

[Arnaud Bertrand @RnaudBertrand]

I hate to be the bearer of bad news but if infrastructure like this 👇 gets blown up, as of this moment it will take at least a decade to recover from this war - and the truth is that the world's energy picture is probably changed forever.

This single facility 👇produced roughly 20% of global LNG supply (https://t.co/76QERytREH) and, as of 2011, had taken $70 billion to build (https://t.co/iZvv2SvxBe).

What makes this even worse is that Iran's strike on this was retaliation after Israel attacked their South Pars gas field which draws from the same natural gas reservoir, which is the world's largest by far (9,700 km² - about the size of Qatar itself).

Heck, on the list of the 25 largest natural gas fields (https://t.co/m5TmQ2Zkc8) this single reservoir holds roughly 40% of their combined recoverable reserves - and is nearly 6 times bigger than the 2nd biggest field in the world. And, unlike many of the others on the list, it's only at 10% depletion (meaning 90% of the gas is still there).

Which means that, probably for many years, a huge share of the gas from the world's largest reservoir simply won't be extractable, as infrastructure on both sides - Qatar's and Iran's - has now been blown up.

From a global energy supply perspective, we're deep into worst-case scenario territory.

[Wolfe @everytimeicash]

Broccoli headed bots have entered the chat

[n0om @n0om_]

@DeItaone must watch the S&P price action before attack