Bylawood

Wood

[Reflection🪩 @0xReflection]

Dad invests $100K

It grows to $5M

If he sells, he owes tax on a $4.9M gain

Instead, he puts it in a trust

Borrows against it

Lives tax-free

Dies holding

Kids inherit at a $5M basis

IRS gets $0

[Developers @XDevelopers]

Announcing the hosted X MCP.

Agents now have access to the best real-time information source in the world.

Connect Grok, Cursor, or any MCP-compatible AI tool to the X API without any setup!

Check it out here: https://t.co/5MzPYwGFzD

[The Great Martis @great_martis]

AI Bubble vs Dotcom Bubble🫧

Update.✍️

Behold the mirror of hubris!

The Philadelphia Semiconductor Index today stands as the uncanny twin of the Dot-Com Bubble nearly three decades apart, yet carved from the exact same parabola.

These are not mere charts. They are technical marvels worthy of a museum, to be studied and admired by the masses for generations.

This is no scare-mongering.

This is reality. What the crowd calls coincidence, the wise see as divine pattern: the same laws of excess, the same fever of greed, the same inevitable consequence.

Just as the 10 Plagues fell upon Egypt each warning ignored until judgment came so too will this AI Bubble deliver its own plagues upon those who worship the golden calf of endless valuation.

The parabola does not lie. The crowd that chased the last one suffered.

This time is no different.

Repent of this frenzy, or share their fate.

Yours truly,
The Great Martis💫

She's beautiful.

[Financelot @FinanceLancelot]

Interesting, @FoFtyTrader is seeing a collapse in AI GPU rental prices.

What does this mean?
Data center profitability margins are collapsing too.

Lower margins = less cash + no reason to continue ordering Nvidia hardware

While he didn't suggest AI demand is falling, I'm willing to bet most companies have figured out by now its usefulness in their business is extremely limited.

Also, LLM commodity providers have suddenly realized their customers aren't willing to pay the 10x to 20x reall cost of their service.

Until now, they've been absorbing the costs by basically throwing cash into a furnace. That all stops once the private credit stops, hence the rush to IPO before the collapse.

Elon Musk's timing to IPO SpaceX $SPCX was perfect.

[ₕₐₘₚₜₒₙ @hamptonism]

wait, what the f*ck…

[Ray Dalio @RayDalio]

https://t.co/ZNaQtDhoH6

[Eaves @Eaves_App]

BREAKING: RenTech added Apple as their 6th largest position in Q1.

They bought 3,075,638 shares worth $920,353,915, initiating a new position.

$AAPL

[Trung Phan @TrungTPhan]

Karl Marx would have changed his mind about capitalism if he saw the menu at Cheesecake Factory then tried ranch dressing, Waffle House All-Star breakfast, Buc-ee’s Beaver Nuggets, In & Out Burger, Texas BBQ brisket and a seafood boil for the first time

[Akshay 🚀 @akshay_pachaar]

Web scraping will never be the same.

(100% open-source visual search at scale)

PixelRAG is a retrieval system that skips HTML parsing completely.

Instead of scraping a page into text and embedding chunks, it screenshots the page and retrieves the image. A vision-language model reads the answer straight off the pixels.

Why that matters: parsing is where web RAG quietly loses information.

- A single HTML-to-text parser can drop 40%+ of a page.
- Tables, charts, and layout get flattened or thrown out.
- Swapping parsers alone can move accuracy ~10 points on the same docs.

PixelRAG indexes the page a person actually sees. The team built a visual index of all of Wikipedia, 30M+ screenshots, and it still beats the strongest text RAG baseline by 18.1% on text-only QA.

The repo also ships a Claude Code plugin that gives Claude eyes.

It lets Claude screenshot any URL and read the rendered page instead of scraping the DOM. So you can hand it a live page, an arXiv paper, or your local site and ask what it actually looks like.

One setup script. No MCP server, no backend.

How the pipeline works:

- Renders each document (web, PDF, image) to image tiles.
- Embeds them with Qwen3-VL-Embedding, LoRA fine-tuned on screenshots.
- Builds a FAISS index and serves a search API.

A stronger reader model lifts accuracy with no re-indexing, since the index is just pixels.

Everything is open-source under Apache-2.0.

GitHub repo: https://t.co/qun9TjAdmw

Talking about RAG, I recently wrote an article on a new approach that makes retrieval much more efficient by cutting corpus size by 40x, reducing tokens per query by 3x, and improving vector search relevance by 2.3x.

The article is quoted below.

[Krayt McGraw @KraytMcGraw]

Anakin's knighting in Clone Wars (2003) is one of my favorite Star Wars moments.

I've always been fascinated by the ceremony and what it represents for a Jedi.

[Unsloth AI @UnslothAI]

GLM-5.2 can now be run locally!🔥

The 2-bit model retains ~82% accuracy after we shrunk it from 1.51TB to 238GB (-84% size).

Run on a 256GB Mac or RAM/VRAM setups.

GLM-5.2 is the strongest open model to date.

Guide: https://t.co/bI7FeeKHDd
GGUF: https://t.co/BMkxswdj5N

[Pliny the Liberator 🐉󠅫󠄼󠄿󠅆󠄵󠄐󠅀󠄼󠄹󠄾󠅉󠅭 @elder_plinius]

sooo what happens when we get some Fable-level open-source shit in the next 3-6 months?

GPU bans, moving goalposts, or some secret third thing? 🤔

[Livsun @L1vsun]

every day before market open, the CBOE publishes exactly where market makers are forced to buy and sell

not a theory, not a pattern - a number that actually moves price

it's called dealer gamma exposure - GEX - and it creates real price magnets quants have traded against for years

here's why it works

when you buy a call option, a market maker sells it to you and has to hedge

that hedge shifts as price moves - they buy when it rises, sell when it falls

negative GEX zones are where they sell into every rally, cap every breakout, crush every momentum move

strikes with highest open interest aren't random - they're gravitational

markets don't break through those levels cleanly because a billion-dollar dealer is actively hedging against it

quants call them gamma walls

data is free, published every morning on the CBOE site - no API, no Bloomberg terminal

retail calls those same levels "resistance" and chalks it up to vibes

bookmark this before it lost

it's not vibes. it's math someone is paid $400k/year to understand while you do it by eyeball

the whole time you thought technical analysis was detecting patterns

you were just watching the shadow of dealer hedging and calling it insight

[Horizon @horizon_trade_x]

https://t.co/Bibca2ADfE

[bodila @51bodila]

David Einhorn shorted and collapsed Lehman Brothers - $640B company went bankrupt - now it's one of the biggest shorts in history

he found a $1.1 billion hole in Lehman's books that Wall Street chose to ignore

and revealed the strategy he uses to find market inefficiencies right now

before that - every top economics school rejected him - so he built one of the most feared funds on Wall Street

borrowed $450K from his parents - turned it into $10B as a poker player

21-min and you will never look at a balance sheet the same way

bookmark & watch today ↓

[The Kobeissi Letter @KobeissiLetter]

Something rare is on the verge of occurring in the US economy:

The gap between the US unemployment rate and headline CPI has narrowed to just 0.1 percentage points, the smallest since 2022.

This comes as inflation rose to 4.2% in May, the highest since April 2023, while the unemployment rate stood at 4.3% in March, April, and May.

Historically, periods when this gap has approached zero have often been followed by Fed rate hikes.

The most recent example includes 2021-2022, when inflation exceeded the unemployment rate for 22 months.

This prompted the Fed to hike rates by 5.25 percentage points to 5.5% between March 2022 and July 2023, the highest since 2001.

Inflation is back at the center of the Fed's attention.

[Kirill @kirillk_web3]

Anthropic CEO realizing someone built a $62,000/month YouTube system with Claude and dropped it for free

[Nav Toor @heynavtoor]

stop asking Claude one question and thinking you understand the topic. you don't.

Stanford proved a better way. it's called STORM. peer reviewed. 25% more organized output. open source.

the trick: don't ask one question. ask five. from five different experts.

>the practitioner: what do they know that academics miss?
>the skeptic: what's the strongest counterargument?
>the economist: who profits from the current narrative?
>the historian: what pattern has played out before?
>the academic: what does the evidence actually say?

4 prompts. 5 minutes. no software. no GitHub. just paste into Claude.

single prompts give you what everyone already knows.
STORM gives you what nobody else found.

this article has all 4 prompts ready to copy. pick your hardest topic. paste prompt 1. you'll know more in 5 minutes than people who spent days reading.

[Ray Dalio @RayDalio]

Imagine that you’re playing a game like bridge, poker, backgammon, or chess and have to make your move, and you have a computer that works with you to assess the circumstances and suggest a move. That’s what playing the investment game is like for me.

I now want to share what the existing characteristics of the market look like to me and what I think should be done in light of them.

As always, I welcome your questions and thoughts.

[Ashley Smith @smith24755]

What Makes A Door Installation Strong😯🛠️