Chairman of Nothing

Aspiring Quant: stocks/derivatives/crypto | Python & AI | Web3

[Narodowy Bank Polski @nbppl]

Prezes NBP prof. Adam Glapiński rozmawiał podczas spotkania G20 w Waszyngtonie https://t.co/D03ox9xSJp. z Jerome'em Powellem, przewodniczącym Rady Gubernatorów Systemu Rezerwy Federalnej (Fed).

[Yellowbrick Investing @joinyellowbrick]

Infinite money glitch:

Find a stock that has any relation, in any way to photonics and is trading at <$200M mkt cap

Tweet about it

Repeat

[Brandon Beylo @marketplunger1]

Claude can now build an open pit copper mine from exploration to production.

Amazing.

[Le Shrub🌳 @agnostoxxx]

I love this exercise by @Citrini7 . Here’s my addition:
The year is 2028.
The Golden Age of Grift is over and the prisons are overflowing with grifters.
Scam Altman is in hiding.
Microsoft bought OpenAi for $1.
President AOC nationalized Claude and introduced an “AI tax” on Big Tech.

You are all still here arguing on Twitter, except the person you are arguing against is a bot 🥹

[Stocktavian August · Ładne mi rzeczy! @stocktavia]

W ostatnich dniach widziałem sporo różnych ujęć dotyczących niedawnych aukcji obligacji w PL, zakończonych bardzo wysokim popytem i niskimi rentownościami.

Komentatorzy wskazywali na różne powody - te dotyczące obecnych wyników gospodarczych, oczekiwań obniżek, początku roku, sytuacji geopolitycznej etc.

(Choć wielu z nich skupiało się raczej na "a nie mówiłem", "pisałem o tym" i różnych politycznych przepychankach).

Nie widziałem chyba ani jednej refleksji nt. tego, że realizacja scenariusza kreślonego poniżej przez Citriniego w (darmowym) artykule, tj. wysokiego bezrobocia kierowanego rozwojem AI, będzie scenariuszem zbijającym popyt, ceny nieruchomości oraz wysoce dezinflacyjnym - scenariusza, który dla naszego kraju byłby bardzo bolesny.

Ciekawe, czy choć w minimalnej części instytucjonalne zakupy obligacji można już przypisać jako wyrażenie stanowiska w takiej hipotezie względem naszego kraju.

(Czytając art. Citriniego warto pamiętać, że nie wieszczy on, że tak właśnie się stanie - przedstawia raczej możliwe konsekwencje takiego scenariusza).

[Donald J. Trump @realDonaldTrump]

In order to get elected, @BarackObama will start a war with Iran.

[Chairman of Nothing @Qnoob_]

@Dominikz177 @GameSwift_io @PanParagraf Kupowane za ok 200 USDC przy dolarze +4 zł.
Matematykę pozostawiam Wam

[Sam Altman @sama]

Small-but-happy win:

If you tell ChatGPT not to use em-dashes in your custom instructions, it finally does what it's supposed to do!

[SimplicitasOpes @SimplicitasOpes]

@HedgieMarkets @HedgieMarkets - Ur either a step ahead or a step behind on this story, OAI already asking for a bailout…

[ Q-Cap  @qcapital2020]

Avg account size:

• Robinhood — $15,000
• IBKR — $183,400
• Schwab — $253,000

I hate to say it, but $HOOD might be the real winner heading into the Great Wealth Transfer — Boomers → Millennials/Gen Z

They’re building for the next generation: crypto, prob bets, shorting, options, equities, 24H trading, Robo-advisory… all under one roof

I don’t love the gamification aspect but a CEO’s job isn’t to moralize, it’s to build what people want

@vladtenev has been [not] quietly executing

No position

[Lance Roberts @LanceRoberts]

This table from BofA is a fantastic reminder that "all good things eventually come to an end."
Mind your #risk.

[Sam Mielke @sam_mielke]

AI circle of money ::

1. $NVDA sells GPUs to $ORCL .. Oracle uses to power its data centers

2. Oracle builds cloud on those GPUs

3. Nvidia rents compute back via signed deals from Oracle

Nvidia gets recurring revenue from hardware sales and cloud services without owning all the data centers. Oracle turns capex (buying GPUs) into opex revenue by renting compute to Nvidia, OpenAI, and others.

[Rib @robertdotdev]

😔#GPT5

[Marynarka Wojenna RP/ Polish Navy @MarWojRP]

To nie stal tworzy okręt, a ludzie 💪⚓

Marynarze to profesjonaliści, którzy każdego dnia dają z siebie 100%.
Ich doświadczenie, determinacja i zgranie tworzą aurę zwyciężania 💪🔥

#aurafarming #aura #PolishNavy

🎥 kpt. mar. Damian Przybysz

@DGeneralneRSZ @DowOperSZ @SztabGenWP @MON_GOV_PL

[Kuppy @hkuppy]

Typical Day as a Hedge Fund PM

6:00 - Wake up, check what Trump tariffed overnight. Cambodia up +200%, Paraguay -3% (they said thanks).

6:05 - Brew some coffee.

6:10 - Trump tweets that the laws are rigged, since he cannot tariff Arizona. Mentally scroll the portfolio for exposure…

6:15 - Check what happened in Asia and Europe.

6:22 - Trump announces that hot dogs will join the food pyramid. Bans hot dog exports. Fortunately our book dodged that one.

6:30 - Drink some coffee, talk to wife, pray Trump will spend the morning golfing so I can do some actual work….

6:31 - Trump announces that oil at $65 is too high. Threatens anyone who isn’t producing more oil.

6:32 - Top 5 position announces earnings, want to join the earnings call at 7am, but Trump just scheduled a press conference then, and he’s looking unpredictable.

7:02 - Trump announces that Japan can now export golf balls tariff-free, in honor of Abe letting him cheat at golf. Join the earnings call instead.

7:06 - Futures plunge 65 handles in a single tick, frantically leave the earnings call and go back to whatever Trump is still yapping about in his press conference.

7:10 - Scroll through premarket quotes. $NVDA and $PLTR are both up 5% b/c it’s a day ending in ‘Y’ but SPZ are now down 80 handles.

7:15 - Trump changed his mind and SPZ are now up 25 handles as everyone rushes to cover their short. (I re-join the earnings call)

7:30 - Some broker I’ve never heard of just downgraded a top 5 position and it’s down 15% on 300 shares traded. I’m pretty confident it will close around there too. (I crack open a beer as I skim his downgrade report, realizing that nothing productive will happen today…😩😩)

8:00 - An LP calls to remind me of some
ShitCoin he recommended that’s now up 1800% since he recommended it.

8:09 - 10-yr bonds gap down 17 bps, but all I can find is a tweet from Bessent about how great Main Street is doing.

8:15 - Some sell side asshole cold-calls me to see if I want a copy of his upgrade report on the AI sector. Tells me that “it’s going to be big and you don’t want to miss it.”

8:20 - Check my email, do 10 minutes of actual work.

8:30 - Trump threatens Brazil, I realize our BZ exposure is gonna get thumped on the open. (Crack open a 2nd beer)

8:33 - Reminisce about how productive I was, since Biden wouldn’t even wake up until noon.

8:40 - Chat with my CFO for 19 mins about some new compliance form we need to file.

8:59 - Trump Tweets about how stupid Powell is. Futures are back down 30 handles.

9:04 - Join a call 4 mins late with an endowment that wants an update, but 100% will never invest. “BTW - we need you to update the DDQ as we’ve changed our format” 😡😡

9:29 - Casino is opening. Let’s see what happens.

9:32 - I’m bored. Go back to reading emails. Turns out the govt created another new form we ALSO need to fill out…

10:00 - We’re actually up 50bps.

10:03 - Now down 175bps. Trump just threatened to bomb Europe.

10:06 - Tweets he was just joking about Europe. But those guys need to get their shit together bc he might still bomb them.

10:08 - Ready for bourbon. Beer won’t cut it…

10:30 - EIA oil inventory shows yet another massive draw. Oil drops 5% anyway.

10:40 - Don Jr’s latest SPAC rallies 300% on rumors it may launch a new ShitCoin

10:45 - Friend calls to cry about how cheap all his names are. We both agree we were idiots to invest in businesses with earnings.

11:22 - Trump reminds everyone about how much Putin likes him.

11:40 - Realize I’m now too tweaked to sit in the office. Turn off the machines and go get lunch with a friend who’s also gonna bitch about how stupid markets have become.

12:05 - Hostess at restaurant pitches me some ShitCoin. Claims she’s up a few million on it

12:07 - Friend starts bitching about how stupid it is to be an investor under Trump, and how we all made money under Biden. I agree with him, but we both agree it would be even stupider under Kamala…😩😩