Singy

[S&J Investments @J5jayfive]

If you’re using AI for financial research, here is why you need a harness, and what a harness is:

A harness is like a workstation where you use models, plug in data sources or APIs for info, and build repeatable workflows or apps.

It’s the difference between using a chatbot and asking questions, and actually leveraging ai to run multiple agents, build processes and create any app or workflow you want.

I’ve built actual workflows and metrics around all my asymmetric theories and it’s how I identify companies now. My harness runs scans across databases and tells me what hits my criteria.

Every lab has their own harnesses. You can swap models depending on the task.

I use antigravity (googles harness). But it has access to Claude models so I do use opus in there a lot. Mostly I use Gemini models. It’s so efficient at using apis to search and pull info (Google search dna)

But others love Claude Code and Codex.

They are all so good now is the reality. A hedge fund client told me last week that the biggest barrier to ai and anything you want to build now is your imagination and understanding of the tools. Using a harness closes that gap.

I am also going to write a piece about how to create a Wallstreet level research station. I live by FMP and SEC Edgar API. There is so much info especially in company filings that tips their hand on earnings. Ai can synthesize it all instantly.

Building in a harness is very intuitive and anything you want you can ask and it can tell you how to execute. But you need to just start using it and running into walls

But this deserves a deep dive because it is a big hurdle for most people initially.

I will do more on this. It’s a big deal and moves you from using a chatbot to really leveraging AI like a pro.

It’s not hard once you get the basics.

[CMS Invests @cmsinvests]

If you’re Canadian, listen up.

The FHSA is one of the closest things Canada has to an infinite money glitch.

Here’s how to take advantage of it:

1. Open a FHSA
2. Contribute $8,000 every year.
3. Get up to $2,400 back in tax savings at a 30% marginal tax rate.
4. Reinvest that $2,400 refund into your TFSA.
5. Repeat every year and let compounding do its thing.

You’re essentially investing $10,400 annually while only contributing $8,000 out of pocket.

Based on the S&P 500’s average annual return of 10%, your $40,000 in FHSA contributions grows into roughly $70,000 in only five years.

[Jyoti @ai_with_jyoti]

A Stanford professor took two average stocks, rebalanced them daily, and turned $100,000 into $7 million without predicting a single price.

Bookmark & watch today, no matter what.

[Muscle Blueprint - Fitness | Health | Abs @MuscleB1ueprint]

Improving your posture is easy and simple, be pain-free today ☺️

[mojesko @mojeskoqq]

this is f*cking insane. andrej karpathy: "the biggest regret of every engineer in my field right now is every AI conversation they never saved, and in 10 years the ones who started saving in 2024 will be running circles around the rest of us"

andrej karpathy, co-founder of openai, pulled 16M views on one idea: stop using AI to write code, use it to build a second brain that remembers every article, pdf, transcript and conversation you ever fed it

you point claude code at a folder, drop anything into it, and claude reads it, cross-links it with everything already there, and writes it into a living wiki. your knowledge finally compounds instead of leaking out of your head every friday

the stack:

→ brew install obsidian, mkdir ~/vault, cd ~/vault
→ run claude in that folder and type "init a knowledge vault with CLAUDE.md as the rules, /raw for sources, /wiki for your pages"
→ drop any file into /raw (youtube transcript, meeting notes, 400-page pdf, screenshot of a tweet) and type "ingest"
→ claude writes a wiki page, links it to 5 existing ones automatically, updates CLAUDE.md with any new pattern it noticed about how you think
→ never open a blank claude chat again. every question goes through the vault, every answer cites your own sources with dates and links

5 minutes to set up. compounding knowledge from that evening forward

the ugly part most will scroll past: in 10 years the engineers who started this in 2024 will remember every book, every podcast, every meeting with receipts. you will remember none of them. karpathy already picked which side he is on and you are still not on his

full step-by-step is in the article below

bookmark this before you waste another monday

[Grat @PersonGratt]

A former member of a secret society says sex drive and wealth come from the same place. The hunger that keeps people up at night, he says, is the same hunger that builds empires.

The man is Kevin Trudeau, and he says it plainly: those who create a lot in life have a large sexual drive as well. Sexual energy is creative energy, and making money is just another way to spend it, the same as painting, cooking or building anything at all.

What separates the builders from everyone else is what they do with that energy before it’s gone.

Trudeau calls it transmutation. Take a strong desire and push it into work, a business or a deal, and that work suddenly has “a lot of juice behind it.” Things move faster and come to fruition stronger. He claims the super wealthy don’t rely on business plans at all, but on rituals like this one, passed down in the secret society he says he was part of. Of all the rituals he learned there, this was the one he was most excited to practice.

The idea isn’t new. In 1937, Napoleon Hill gave a whole chapter of Think and Grow Rich to “sex transmutation,” and generations of salesmen have read it since. Trudeau adds a warning Hill mostly skipped: with very powerful people, the same drive can turn into a slippery slope.

The fuel is the same, and the only question is whether it ends up in a bedroom or a bank account.

So the next time it’s 2 AM and you’re too wired to sleep, open the laptop instead of the apps, and save this post for that night.

[PROFESSOR @SIGMAPROFESSOR]

the bitter fact is that the older you get, the less delusional aka mature u become, the more u suffer & the more u fail at life. Staying childlike, irrationally optimistic & almost absurdly delusional is the highest form of wisdom. That's how u live a truly fulfilling life.

[scar @imfat]

It took me 29 years to realize that the cheat code to life is just having delusional confidence.

[S&J Investments @J5jayfive]

Fuck it, Dropping the NeoCloud MiniDoc Tonight

$NBIS, $IREN and $CRWV all report in the next two weeks. I just made an 8 min fast paced mini-doc on the sector comparing them all.

There is A LOT in here!

🔹Intro –
🔹What Is a Neocloud –
🔹The Different Business Strategies –
🔹Leadership –
🔹The Financials –
🔹Stock Performance –
🔹Earnings Expectations –

Real talk I couldn't be happier with how this turned out and how fast my video content is improving. Haven't seen anyone doing anything close to this on FinX.

If you like my videos, please share like and share.

🔹Feels good to be back🔹

Follow me for more of this, earnings models, AI industry insights and investment theory.

🎃👻 Happy Halloween 👻🎃

What companies / topics should I cover next?

S&J
🔹

[Electra @Electrarythm]

You can't look at yourself as a loser

[Paul Brown @0xQuasark]

This is hands down the best explanation of meditation I've ever seen 🤯

[🧬Maxpein🧬 @maximumpain333]

He is correct! The soul knows all truths and it knows everything. All you gotta do is ride the wave because the secret lies in it.

What he quietly unveils is the ancient recognition that you are not the egoic character struggling to force a future it has never seen but the pure observing awareness in which the entire movie of a life is already scripted, directed and eternally known by the soul.

The limited “I”, the conditioned identity shaped by past experience and hungry to wrestle the universe into its preferred plot is simply the main character inside a show whose ending the soul has already written from outside of time.

The secret was never hidden in some distant spiritual achievement, it is the living recognition that you are simultaneously the witness in the theater and the character on the screen and that the entire play unfolds perfectly the moment the ego stops trying to rewrite a script the soul already completed.

[心灵书舫 | SoulSloop @SoulSloop99]

孙子兵法：
1.选妻就是：改命
2.攒钱就是：改运
3.早睡就是：续命
4.读书就是:觉醒
5.自律就是：破局
6.认知就是：出路
7.行善就是:积德
8.闭嘴就是：避灾
9.旅行就是：开智
10.倾听就是：纳慧，在他人见解里汲取养分。
11.专注就是：深耕，用全身心投入收获硕果。
12.宽容就是：释怀，于包容谅解中解脱自己 。
13.微笑就是：暖场，凭亲和笑容化解隔阂 。

[玄门上品 @suanguaa]

爷爷说，狠狠记住的老人言：

1、鼻子生得好，财富不会少。
2、男人手如绵，生来一世闲。
3、半夜不能贪食，三更不能贪色。
4、玻璃不是墙，婆婆不是娘。
5、货买三家不吃亏，路走三遭不陌生。
6、外甥狗，外甥狗，吃完喝完拿着走。
7、一代亲，二代表，三代四代就拉倒。
8、人穷不走亲，人富不回乡。
9、夫妻同房之事不要说，熟人的东西要少买
10、鸟是三顾而后飞，人是三思而后行。
11、与人不分梨，吃饭不说要。
12、床夫妻下床客，出了房门不认得。
13、亲戚再好，各管各饱；
14.姐妹再好，吃亏便吵。
15.兄弟再好，借钱便恼。

[DR22 Ω 🪬🎭 @DejaRu22]

"Most men die at 25, we just bury them at 72"

I think one of the greatest tragedies in life is how early people begin negotiating DOWN their ambitions.

At 15, they want to conquer the world.
At 25, they want to be comfortable.
At 35, they just want to make it through the fucking week.

What happened?
At what point did you decide that the extraordinary was no longer available to you?

There is something DIVINE about the human impulse to ascend. To reach beyond everything you presently know yourself to be.

The ancient theologians called the highest heaven THE EMPYREAN.

I think every man ought to have an empyrean of his own. Some magnificent ideal, so impossibly high that its pursuit demands the COMPLETE transformation of his character.

Jim Rohn used to say, "I recommend each of you to make it a goal of yours, to become a millionaire. Not for the money, for what becoming a millionaire will make of you!"

Most of you, sad to say, are shooting far, far under what you're capable of. It's no wonder you're not excited by it.

And the really tragic thing is that you have mistaken this absence of excitement for some deficiency in your own character.

Yall niggas, think something is wrong with you.
You think you need more discipline.
Or maybe, it's that you don't have enoughn "motivation."
Or that perhaps the answer is some new routine to drag yourself out of bed in the morning.

When the REAL problem is that the future you're working toward is nowhere near magnificent enough to COMMAND your FULL ATTENTION.

Give yourself something worth becoming OBSESSED with.

Something that makes the sacrifices seem trivial. Something that demands more of you than you have ever demanded of yourself.

Something that frightens you a little, for God's sake!
You may never reach the summit.
But GOOD GOD, look at what you might become in the climbing.

Three quotes for your contemplation:

1) Ralph Waldo Emerson,
"Hitch your wagon to a star!"

2) Robert Browning,
"Ah, but a man's reach should exceed his grasp, Or what's a heaven for?"

3) Napoleon,
"Impossible is a word to be found only in the dictionary of fools!"

[Electra @Electrarythm]

This one formula can change your life

[J Keynes @JKeynesAlpha]

$NBIS 🔥Nebius: The High-Octane AI Infrastructure Play Set to Multiply 5 to 10× Across Two Continents 🇪🇺🇺🇸

I'm thrilled to share that I've taken a significant position in Nebius. You'll see more coverage of $NBIS from me soon, but don't wait to explore the stellar research by @mvcinvesting and @HyperTechInvest in the meantime.

Why demand is exploding: AI infrastructure is already the fastest-growing segment of enterprise tech. IDC reports that global spending on accelerated servers jumped 97 percent year-on-year in the first half of 2024 and is on track to top 200 billion dollars by 2028, compounding at 42 percent annually. The 2025 Stanford AI Index shows that the compute used to train headline models now doubles roughly every six months, far faster than Moore's Law. NVIDIA's entire first year of Blackwell GPU output is already spoken for, underscoring an industry-wide capacity crunch. Every serious organization is either training large models or fine-tuning them, and the appetite for turnkey, full-stack AI infrastructure is not a fad; it is the core growth engine of enterprise IT for the rest of the decade.

Nebius is not just another AI cloud play. It is the only pure-play on Europe's sovereign AI ambitions and is scaling faster than any peer. As the first European-headquartered NVIDIA Cloud Reference Platform Partner, it is delivering Blackwell Ultra GPUs to customers before anyone else in the region. AWS and Google still operate under U.S. jurisdiction in Europe. Nebius offers full regulatory alignment with EU data laws, making it the default infrastructure partner for national AI systems. This is not a lift-and-shift cloud reseller. It is a vertically integrated, full-stack provider with proprietary data centers, AI-native Kubernetes platforms, GPU-aware orchestration, and turnkey MLOps.

Europe's strategic focus on digital sovereignty is becoming an investment super-cycle. France, Italy, Spain, and the UK are deploying over 3,000 exaflops of NVIDIA Blackwell compute to support independent AI capabilities. French President Emmanuel Macron calls this "a fight for sovereignty" and is backing it with a €109 billion AI acceleration program. Former ECB chief and Italian Prime Minister Mario Draghi was even clearer, warning that without sovereign AI capacity, Europe risks slow agony in the global innovation race. Nebius is the only vendor natively aligned with this push and capable of meeting it at scale.

If the European market weren't enough, the U.S. expansion is already a breakout story of its own. A 300 MW data center is under construction in New Jersey, built with advanced liquid cooling and behind-the-meter energy infrastructure. Long-term tenancy is already secured. A second GPU cluster in Kansas City is live and expanding to 40 MW. Offices in San Francisco and Dallas are operational, with New York opening later this year. Nebius is targeting 200 MW of U.S. capacity by year-end, backed by more than 1.4 billion dollars in cash and a new 1 billion-dollar credit facility.

Financials confirm this is a rare breakout. Q1 revenue reached 55.3 million dollars, up 385 percent year-over-year. ARR surged from about 90 million in December to 310 million by April, more than tripling in four months. Management guides to 750 million to 1 billion ARR by December and expects adjusted EBITDA profitability in the second half of 2025. Capex for the year is projected at 2 billion dollars, with a roadmap to over 1 GW of global compute capacity and mid-single-digit billions in revenue within a few years.

Why Nebius is positioned to capitalize: The supply gap is forcing even the largest AI builders to look beyond their own data centers. Google has already sourced dedicated GPU clusters from CoreWeave under an 11 billion-dollar deal that also covers OpenAI, proving that hyperscalers will outsource when internal capacity runs short. Nebius is one of only a handful of providers with early Blackwell access, a gigawatt build plan, and a ready-to-use software stack. That makes it an obvious candidate to land similar capacity-offload agreements while still selling high-margin, full-stack cloud services to startups, research labs, and regulated enterprises. With Europe and the United States both in play, Nebius can grow revenue on two fronts: direct enterprise uptake and wholesale GPU leasing to the very hyperscalers that are driving demand.

And the stack is deeper than just compute. Nebius holds a 28 percent stake in ClickHouse, recently valued at 6 billion dollars. It also owns a majority economic stake in Toloka, the AI data engine now backed by Bezos Expeditions and Shopify's CTO. Toloka supplies labelled training data to Amazon, Microsoft, Anthropic, and others. Shopify has publicly confirmed that it is using Nebius GPU clusters to train and tune foundation models at scale, signaling strong confidence in Nebius infrastructure for mission-critical workloads. Avride, Nebius's autonomous-driving subsidiary, is launching robotaxis with Uber in Dallas this year and already delivers more than 1,200 daily orders through partnerships with Grubhub and Rakuten. Certifications in Japan, South Korea, and the United States show a truly global reach.

Customer traction reflects all of this. Clients like CentML, Captions, and Prima Mente are training frontier models on Nebius infrastructure and praise its reliability, onboarding speed, and compliance. Prima Mente CEO Ravi Solanki states that Nebius lets them spin up secure clusters in minutes, compress model-development cycles, and accelerate delivery of next-generation brain-health diagnostics.

With sovereign AI infrastructure just entering its investment cycle and Nebius scaling aggressively across two continents, this is the most compelling full-stack AI infrastructure story in public markets. It is capitalized like a major player, executing like a software-first disruptor, and set to become an indispensable backbone of the global AI boom.

The AI infrastructure buildout is no longer optional; it's mission-critical for every enterprise seeking competitive advantage. Large language models like GPT, Claude, and Llama require massive parallel processing across thousands of GPUs for training runs that can cost tens of millions of dollars. Agentic AI systems that autonomously execute complex workflows demand real-time inference capabilities with sub-millisecond latency and instant access to enterprise data for decision-making. From JPMorgan Chase's AI trading algorithms to Walmart's supply chain optimization, enterprises are deploying models that process petabytes of proprietary data requiring enterprise-grade security, compliance, and performance guarantees.

The complete infrastructure stack these workloads demand is precisely what Nebius delivers: NVIDIA Blackwell Ultra clusters with 3.2 Tbps InfiniBand networking for model training, AI-native Kubernetes orchestration that auto-scales from single GPUs to thousands, managed MLOps pipelines with integrated data labeling through Toloka, and ClickHouse's agent-facing analytics database that powers real-time AI decision-making at enterprise scale. When AI agents need to query billions of rows of customer data to generate personalized recommendations, when LLM applications require sub-second response times for complex analytical queries, when autonomous systems must process streaming data from thousands of sensors in real-time, this integrated platform delivers seamlessly.

NBIS doesn't need to compete with every hyperscaler; it just needs to deliver specialized AI infrastructure results that hyperscalers lacking this focused AI stack tuning will increasingly outsource to achieve their own AI ambitions, creating a massive multi-bagger opportunity as demand overwhelms even the largest cloud providers' internal capacity. As every Fortune 500 CEO mandates AI transformation and agentic AI systems and LLMs become the new competitive frontier, Nebius stands uniquely positioned to capitalize on this structural shift; Nebius is not a just a server rack company, it is an AI infrastructure pure play.

For investors with foresight, $NBIS is a clear 5 to 10x opportunity, and I will be adding on dips. Bullish Nebius!

[jords @jords]

it's sad to see and it's honestly kind of sadder that everyone is saying things like 'you'll bounce back!' as if the answer to this is continuing to gamble

for those who read the words that was exactly the problem, trying to chase losses and bounce back led to far more loss than was necessary. what is needed is reflection and a bit of a break

one of the main causes of blowups is oversizing as you get richer. if you start with $10k and make $100k, all of the sudden you want to size $100k into the same bets bc you imagine the returns

but what is more likely to occur is you chase losses and zero out faster

you think that because you didn't have that money before it is somehow not real money

stay with your same size and slowly increase over time if that's what you feel is necessary. don't size up immediately or you will likely find ruin on the other side

even the practice of being disciplined enough to stay with size less than you have will serve you well at the future moment where you need to adjust your risk tolerance in order to keep it all

happy weekend friends

[Luc @investingluc]

How to use social media in trading:

(worth bookmarking...i use it ALL the time)

1) find legit, trustworthy traders
2) go into their profile
3) click the search bar in the top right
4) search for any specific keyword
5) learn from a hyper-focused list of tweets

Here are some of my favs (updated list):

@ruth_capital - "know this"
@Mr_Derivatives - "technical" or "line"
@ZaStocks - "base"

@FeroceResearch - "thematic"
@SRxTrades - "leader" or "strength"
@ohiain - "momentum"

@GnT_Trades - "patience"
@NickSchmidt - "weekly" or "trend"
@michaelsikand - "asymmetrical"

@market_sleuth - "reminder"
@stocktalkweekly - "portfolio" or "ahead"
@Venu_7_ - "stage"

@kiantrades - "notable flow"
@TheBigBerbowski - "undervalued"
@ChairmansLedger - "thesis"

@Remzztrades - "rally"
@TheProfInvestor - "setups"
@BlackPantherCap - "LT"

@SixSigmaCapital - "core"
@babyfolio - "r/r" or "trim"
@wliang - "levels" or "support"

(there are many more but you guys get the idea)

...all of these keywords are interchangeable across any trustworthy account. i literally block off time every weekend to search for specific topics & study how the best traders think.

there's an absurd amount of free education on this app if you know how/where to look.

this is what I will be doing this weekend. HAGW.

[Wei Dai @weidai11]

POV: You live in a world that allows you to make quadruple digit returns betting on its main stock market index, more than once, but you're sad because it confirms that our "civilizational inadequacy" is worse than even Eliezer thought.