NTrade

[NTrade @nrvr23]

@YvesLamoureux I remember back in late March/ Early April 2025 when you wrote "Go Buy Anything now" - Tariff news is baked in. That was a legit best comment ever! Any repeat of that line anytime soon?

[NTrade @nrvr23]

@YvesLamoureux Continue to hold cash?

[Paradis @ParadisLabs]

Prediction time.

Short term: stocks will be choppy and risk:reward will be mediocre.

After midterms: big rally until 2027.

I'm talking about the broader market here, not just AI/semis stocks.

[NTrade @nrvr23]

@YvesLamoureux @StackNSilver1 Thank you!

[Justin Banks @RealJGBanks]

This is the EXACT process I use to prepare for my $100K months.

If you trade stocks, spend 30 minutes doing this BEFORE Monday.

Most traders spend their weekends looking for the next stock that’s going to explode.

I start by figuring out which SECTORS are getting stronger.

Here’s my weekend routine:

1. Scan the sector ETFs.

Semis / Memory: $SMH $DRAM $SOXX

AI Infrastructure: $DTCR

Software / Cyber: $IGV $CIBR

Power / Nuclear: $GRID $NLR

Crypto / Fintech: $ARKF $WGMI

Space / Defense: $ARKX $ITA

Quantum / Robotics: $QTUM $BOTZ

Resources: $GLD $SLV $COPX $REMX

Economy: $IWM $XLF $XLE

Healthcare: $XBI $XLV

2. Ask yourself these questions.

What sectors are making new highs?

Which are outperforming $SPY and $QQQ?

What is holding above the daily and weekly 8/21 EMAs?

What is building a base just below resistance?

Where is volume expanding?

What is showing strength even when the market is selling off?

3. Find the leaders.

Once I identify the strongest sectors, I look at the individual stocks driving that strength.

Memory might lead me to $MU or $SNDK.

Semis might lead me to $NVDA or $AVGO.

AI infrastructure might lead me to $DELL or $VRT.

These are examples, not automatic buys.

4. Build the plan BEFORE the market opens.

Mark the breakout levels.

Identify where the retest should hold.

Know where the trade is invalidated.

Then WAIT for price to confirm.

You don’t need to watch 100 stocks.

You need to find the strongest stocks in the strongest sectors and have a plan for when they set up.

The money is made in the preparation. The trade is just the execution.

Save this and do the work before Monday.

[Anatoli Kopadze @AnatoliKopadze]

I am begging you to drop this into Grok Bot before bed, it will definitely change your life...

Overnight it researches the whole market and gives you startup ideas no one knows about.

Steal this before everyone starts using it:

[CF @fergalpha]

Bitcoin’s 4-Year Cycle Continues:

Cycle 1 (2011–2014)

2011 — Buy
2012 — Hold
2013 — Sell
2014 — Bear Market

Cycle 2 (2015–2018)

2015 — Buy
2016 — Hold
2017 — Sell
2018 — Bear Market

Cycle 3 (2019–2022)

2019 — Buy
2020 — Hold
2021 — Sell
2022 — Bear Market

Cycle 4 (2023–2026)

2023 — Buy
2024 — Hold
2025 — Sell
2026 — Bear Market ← WE ARE HERE

Cycle 5 (2027–2030)

2027 — Buy
2028 — Hold
2029 — Sell
2030 — Bear Market

So far, the 4-year cycles have played out perfectly.

With the pattern continuing, the best buying time is now.

For the record: I called Bitcoin’s last cycle top at $126,000 and told you to buy when Bitcoin was at $60K in June.

The next call could be even more important.

I’ll post it here publicly like I always do.

Turn notifications on.

If you’re not following yet, you’ll understand why that was a mistake later.

[Cassandra Unchained @michaeljburry]

For each of the ten market tops over the last 40 years, one will find a caldera of lava underneath the placid S. Park-like valley floor. Akin to Super Volcano Caldera under Yellowstone Park in real life. The lava, actually magma, has settled into levels... https://t.co/UUbQqlNDwo

[leopardracer @leopardracer]

SpaceXAI's Grok Bot marketplace just got a 9-bot product team that replaces ~$1M a year in salaries, and this is a f*cking goldmine

9 Grok Bots pass files to each other every monday, and the only human in the loop is you

bot 1 → Scout scans Product Hunt, GitHub, HN, Reddit and X and ranks the top 20 products of the week

bot 2 → Pain Miner ranks real complaints. it found 1,922 issues on one viral repo this week

bot 3 → Competitor Mapper maps every alternative and shows the gap no company covers yet

bot 4 → Behavior Reverser runs REA, the repo that hit ~250k GitHub stars in one week

bot 5 → Strategy Lead runs Peter Thiel's Zero to One and 7 Powers before you spend a dollar on code

bot 6 → CEO runs on Garry Tan's gstack playbook and stamps every idea GO, HOLD or KILL

bot 7 → Spec Writer turns the winner into a SPEC.md with acceptance tests

bot 8 → Builder ships from the spec only and never copies anyone's code

bot 9 → Video Director scripts a 60s launch video plus a 15s cut for X

the 10th seat is you. nothing ships until you click approve

save this before you pay a dev agency $50k for what 9 bots scope in a weekend

[NTrade @nrvr23]

@YvesLamoureux @StackNSilver1 ok - so boomers sell - give it to their kids/grandkids and they start throwing money at crypto and prediction market?

[Avid @Av1dlive]

https://t.co/sVlvM5N7Xb

[Investing With Brandon @Invest_Brandon]

THE NEXT 28 DAYS CAN MAKE "AVERAGE JOES" MILLIONS

[Corey Ganim @coreyganim]

This got a RT from @elonmusk because it flat out works.

To the folks who think this is against Anthropic TOS, here's how it works:

Your Grok @bot is calling Codex/Claude Code via the CLI, which is 100% allowed.

Grok Bot itself isn't using Opus or Sol.

So if you haven't set this up yet because you were scared of getting banned, have no fear.

[Alex Finn @AlexFinn]

Grok Bot built me a completely autonomous business which has already generated $1,100

I think this is the future of the economy

Everyone's agents building and launching microbusinesses autonomously

In this video I walk you through step by step how to set up your own:

[GREG ISENBERG @gregisenberg]

I spent 48 hours in SF hanging out with billionaires, data labs and AI founders and execs running $1B to $100B companies.

My observations:

1. Sooo MANY stories of data brokers making like $2M a WEEK selling company data to labs. I can't tell if it's the beginning or a bubble, and I kept wondering which niches are left. Digging into it actively.

2. At dinner, someone asked the table, "If a new model drops next month, does your company get better or worse?" HALF the table went quiet! I think that's the best question to ask about any AI startup right now.

3. The bar people talk about now is hitting $1B in revenue in 12 months (I guess that's the new unicorn?). What I didn't hear much about is retention. AI revenue can come in fast and leave fast, and I think we're going to see a lot of stories of AI companies with huge revenue and terrible retention.

4. It's pretty clear we're living through the reinvention of the computer. The model is the CPU, the harness is the operating system, and skills and plugins are the apps. Thinking about it that way makes it easier to see where the whitespace is.

5. We're maybe 12 months from an agent that can watch you work for a week and then do your job without any instructions. The screen recording plus agent memory plus local model combination makes this possible right now.

6. Agent harnesses feel like the new GPT wrappers, in a good way, especially vertical ones. The best teams I talked to treat the model as swappable. One founder walked me through routing different models to different jobs: one for taste and visuals, a cheaper one for the everyday stuff, another for text.

They use prompts they can move across models over fine-tuning, and A/B test the output on what users actually do with it: do they edit it, export it, share it? A vertical harness is basically four things: the connectors for that industry's data, evals written by people who know the work, rules for what the agent can and can't touch, and a clean screen for a human to review. The model is maybe 20% of it.

7. There's a lot of reverse engineering going on/cloning going on more than I've ever seen. People are decompiling software and rebuilding it with agents, and someone showed a suite of like 10 apps that are worth $5B+ each all that he cloned open source. Me and everyone are still thinking through what it means when software gets this easy to copy.

8. My guess is the value moves to data. If the software can be rebuilt quickly, what's worth paying for in a legacy SaaS company is the years of customer data and workflows inside it. Some SaaS companies are secretly data companies.

Gets me thinking about how do you truly value data for this saas companies? Like if we were buying these dying saas companies at 2x ARR before (as example), maybe there is a better metric. Idk, just thinking out loud here.

9. It feels like a good chunk of legacy software won't make it to the agentic era, especially anything built around people clicking through a lot of screens.

10. Every company I talked to wants to pipe its internal data into one place and expose it to agents through MCP. Then they look at the data and realize it's a mess: five versions of the same customer, old Slack channels, PDFs nobody can search. Cleaning that up feels like a big consulting opportunity!

11. A lot of founders are building the basic building blocks for agents: APIs, data layers and tools. Some of the companies I saw barely have a UI because the main user is an agent. I really believe the startups that build primitives to this agentic era will do extremely well. Building blocks is the best way to think about it.

12. Labs can get plenty of training data, but it's harder to get real examples of agents failing inside companies. Whoever has those logs has something valuable.

13. Someone running a big consumer company told me the next fight is over memory. The model that remembers the most about you wins, and the smartest model matters less than people think.

14. Physical AI came up a lot. Astra I think was the first model that got people into AI can actually do CAD, and I think a lot of people are thinking what does vibe manufacturing really look like. The line I keep thinking about came from a robotics founder: the hardest problems in AI are deployment problems now, not research problems. Their robots work on their own, call a human when they get stuck, and every one of those calls becomes training data.

15. Cybersecurity companies are having a moment and are actually cool companies to build now, especially the ones that clean up after a breach. Every agent with access to your systems is a new door into your company, and a lot of those doors were left open.

16. Some startups are worth more dead than alive now. A shutdown company with 5 years of Slack, email and code can get paid for licensing all of it. I wouldn't be surprised if founders start factoring that into when they shut down.

17. People are starting to talk about monetizing the agent web. It feels really early, but when the most popular user of the internet is an agent, what startups should you be building?

18. I think agent insurance is coming. Once an agent makes an expensive mistake, insurers will want audits before they cover anyone.

19. Several people said the hire they want most is someone with taste who can write evals. The models are getting good at generating ideas, so the hard part is judging which ones are good.

20. New trend I observed: startup raises VC, uses venture dollars to become a creator, startup fails, founder falls back on being a full-time creator and incubates other products bootstrapped.

21. Getting SIGNIFICANT distribution is HARD right now. Founders are sponsoring buses, buying billboards like crazy and throwing parties with famous DJs to get noticed. Kinda feels dotcom era in that sense.

Attention is what's scarce! The growth guy going viral sharing his UGC strategy from Wispr Flow is a good example. It's the sauce everyone wants, and I truly believe there are probably only 50 people on the planet who know how to scale these types of businesses efficiently in this era.

Always good to get that dose of SF. I felt sooo lucky to have such an incredible trip during such an incredible time in building businesses. Surreal in so many ways.

Happy to be home and locked in.

Until next time!

[Corey Ganim @coreyganim]

Connect your ChatGPT and Claude subscriptions to Grok @bot with the prompt below (@elonmusk approved):

Connect my Claude and ChatGPT subscriptions so all of my bots can use them.

1. On your computer, install the Claude Code CLI and the OpenAI Codex CLI (upgrade Node if needed). Start each subscription login (Claude: `claude setup-token`; Codex: `codex login --device-auth`) and send me the sign-in links and codes. I'll sign in and paste back anything you need. Store the Claude token privately and load it automatically.

2. Set the defaults to these models: Claude Opus 5.5 for Claude Code and 6.1 Sol for Codex. Test each one with a quick prompt and tell me which models answered.

3. Add these MODEL ROUTING RULES to every one of my bots' system prompts, including yours. Keep everything else in each prompt exactly as it is:
- Writing (drafts, emails, posts, replies, copy, briefs): write the final text with Claude through the CLI, then review it against the bot's voice rules.
- Coding, scripts, data processing, and terminal work: use Codex.
- Browser and desktop tasks: keep using your normal computer tools.
- If either CLI fails, do the task yourself and say so.

4. Save the same rule to my shared memory so any bot I create later follows it too.

5. When you're done, tell me which bots you updated and confirm both tests passed.

[Prof @TheProfInvestor]

The confusion between VALUE stocks and HIGH-BETA stocks is getting ridiculous.

Look at the damage from their 52-week highs.

$OKLO -84%
$ASTS -67%
$CIFR -65%
$RKLB -60%
$IREN -57%
$IONQ -55%
$NKE -55%
$GRAB -55%
$CLSK -50%
$CRWV -50%
$CRCL -47%
$BULL -40%
$MBLY -35%

And the list goes on.

Some of these were everyone's favourite stocks just a few months ago. Now they're down 50-80%, and suddenly people are calling them value opportunities.

Based on WHAT?

A stock you started buying at $100 is now at $30 doesn't make it cheap. You're just avergaging down so you can breakeven.

I love trading high-beta stocks. But I also know what I'm getting into. These names can make you a fortune on the way up and give it all back just as quickly.

You can love a company and still admit its stock is broken. You don't have to defend it or buy every dip.

Being down 70% is NOT a valuation metric.

If you don't understand that, you have no business putting serious money into these names.

Take offense if you want. Period.

[NTrade @nrvr23]

@TheProfInvestor Balls to the wall - I thought I had issues with holding my losers longer… in hopes of recovery