Shailesh

Financial services

[Shailesh @shaileshs219]

@Iamsamirarora @_prashantnair Please have a look at Palantir Ontology.

[Shailesh @shaileshs219]

@Iamsamirarora @_prashantnair It can be achieved by decoupling AI logic from AI core,so that "reasoning engine" (the LLM)is separate from business data and rules hence protecting business alpha.

[Shailesh @shaileshs219]

@Iamsamirarora Given it's TechM it could be telecom players. IBM's moat of mainframe has been breached (locking them with premium pricing in there cloud). If Infosys also shows similar it's a trend with financial services also following.

[signüll @signulll]

my lord, i am having an absurd amount of fun playing with kimi.

it has almost no visible guardrails (no copyrights or anything). it doesn’t constantly push back, tell me it can’t help, or interrupt the flow with refusals.

it just does it. even some crazy stuff.

whether you agree with that philosophy or not, it is easily the least constrained frontier class model that’s broadly accessible right now.

using it feels genuinely god damn different. WOW.

[Shailesh @shaileshs219]

@hughesanalytics Will let you know give me a few days.

[Shailesh @shaileshs219]

@hughesanalytics Confirmation can come from multiple signals and mostly one or the other works. But sticking to one including this one could be a dangerous bet. At max it can have 1/5 accuracy

[Shailesh @shaileshs219]

@hughesanalytics Everything doesn't work every time 😜

[Shailesh @shaileshs219]

@hughesanalytics Agree ✔

[Shailesh @shaileshs219]

@hughesanalytics Have they pivoted from fear mongering to Utopian world?

[Shailesh @shaileshs219]

@hughesanalytics Meta had some deep issue with talent management off late.

[Shailesh @shaileshs219]

@hughesanalytics These guys also consider the value of home they stay as investment 😜 I am fine with assets but not investment.

[Kris Sidial🇺🇸 @Ksidiii]

One undeniable truth about this war is that the media has had a field day benefiting from it.

Ask yourself this: Does the Weather Channel get more views on a sunny day or on a rainy day? The same principle has applied throughout this entire saga.

Every minor headline gets blown out of proportion in the pursuit of clicks and engagement. As a speculator participating in markets, you have to be able to see through that and recognize it for what it is.

Today, I’m sure there will be multiple headlines with an overwhelmingly negative tone. The reality is that you can find bacteria in the world’s cleanest laboratory. The financial media understands this. Their job is to create a narrative, and they naturally gravitate toward the one that generates the most attention and interaction.

[Shailesh @shaileshs219]

@hughesanalytics I have stopped believing in the hypothetical crash situations 😂

However, with or without crash some of these would be value traps because recency bias has led people to believe there are only Intel's in the world not Nokia's.

[Shailesh @shaileshs219]

@hughesanalytics One may not buy at lows but with a higher probability of appreciation.

[Shailesh @shaileshs219]

@hughesanalytics They do have value but that's far lower. They have huge patents for the printing domain but that's not as valuable as the Photoshop license which has been disrupted.

[Shailesh @shaileshs219]

@hughesanalytics People need reason for their failure or waste of effort

[Shailesh @shaileshs219]

@MartinShkreli @hughesanalytics The Garden of Eden has been protected. They will not let Adam take a bite of the apple.

[TradersPost @TradersPostInc]

Most retail traders bounce off the options market. The vocabulary alone is a wall, the positioning math feels rigged.

Cem Karsan @jam_croissant is obscenely deep in the mechanics and rare for being clear about them.

Tastylive @tastyliveshow sat down with him on his Summer of George thesis. 🧵

[Menthor Q @MenthorQpro]

1/ Most traders know delta.

Some know gamma. Very few understand vanna.

Yet when markets make moves that seem disconnected from price action, vanna is often part of the explanation.

[Phosphen @phosphenq]

This 90-min talk by Ed Thorp, who beat Las Vegas with Claude Shannon, will teach you more about edge than a career on Wall Street.

He then beat the market for 20 years with no losing year. Bookmark & watch tonight, it'll change how you trade forever.