Tion niku

[Tion niku @tionukin007]

@macropotamus To be honest, I would hire only CFA candidates. The curriculum matters less than the commitment and willingness to complete the work. CFA involves meta learning and self-study outside office hours. It comes down to trusting someone to deliver under a deadline.

[Tion niku @tionukin007]

@trallala93 @Alpaca_Capital U havent used claude right? Huge difference in terms of speed, project design.. etc . List goes on and on

[Tion niku @tionukin007]

@SmallwoodAl_ @Alpaca_Capital Because of the ability to choose a model within copilot.. thats their reasoning.

[Curbstone Research @lesse_jivermore]

There is nothing special about this pullback.

Much of the panic surrounding neoclouds, AI capital expenditures, and the sustainability of the infrastructure buildout is simply the market searching for explanations for falling stock prices.

When AI stocks were rising, record capex was evidence of extraordinary demand. When those same stocks started falling, suddenly the same spending became evidence of an impending financial disaster.

One fact with two interpretations that depend entirely on the price action of the market.

Go back to August 1998.

The technology bull market had been running for about three years.Amid fallout from the Asian financial crisis and Russian ruble crisis, earnings expectations were deteriorating, valuations were elevated, and investors were becoming increasingly concerned about unprofitable Internet companies.

On August 6, the New York Times published an article titled "Market Gyrations May Point to Shift in Investor Strategy." One fund manager declared, "Boring is going to outperform sexy."

Investors were supposedly abandoning momentum and speculative technology shares in favor of profitable businesses, balance sheets, dividends, and traditional valuations.

Russia defaulted on its debt. The Asian financial crisis was spreading internationally. The yen carry trade had imploded as the USD plunged 8% against the yen in a single day. US embassies were being bombed.

President Clinton ordered missile strikes against Afghanistan and Sudan while simultaneously facing a scandal that would result in his impeachment. Major financial institutions suffered enormous losses, and the spectacular collapse of Long-Term Capital Management threatened the stability of the global financial system.

Corporate earnings forecasts were falling. Investors feared a U.S. recession. Many of the same technology companies that had driven the bull market were now leading the decline. Many of them had fallen 40-60% from their 1998 highs.

Even the Federal Reserve's first interest-rate cut on September 29 initially disappointed investors. The Dow fell that day and plunged another 238 points the following session.

The news seemed almost uniformly terrible.
But the market didn't care forever.

After a violent reversal in early October, improving confidence in corporate earnings, Japanese banking reforms, and a surprise emergency Fed cut on October 15 helped restore risk appetite.

By November, the Dow was making new all-time highs. Internet stocks were exploding higher again.

What had looked like the end of the internet trade was, within about a month, actually a correction preceding one of the most extraordinary speculative advances in stock-market history.

In today’s market, Microsoft just reported 48% Azure growth. Google Cloud revenue more than doubled. Meta expects $135–145 billion in capex this year and has announced plans for a potentially record-sized $97.5 billion equity capital raise.

If the market really was that concerned over capex spending, instead of using it as an excuse to explain the pullback, the market would have sold off on the META news.

Anthropic has now filed its IPO registration statement. We have midterm elections approaching, another consequential round of earnings, and a Fed that just held rates steady even as another hike is widely anticipated in December.

There are plenty of potential catalysts over the coming two months.

More importantly, this does not resemble the sentiment backdrop of a speculative bubble climax. Generational bull markets don't die midway through a basing period, but typically after euphoric saturation and a parabolic rally in leading names.

Consensus on AI is deeply divided. Being loudly anti-AI has practically become fashionable. Some AI critics have even built enormous audiences around the idea that the economics of the industry are unsustainable. Plenty of investors seem almost eager to watch the entire trade collapse.

That isn't the sentiment or narrative around which tops are typically made.

The Internet trade didn't end in the panic of 1998. It ended after the extraordinary acceleration of 1999 and early 2000 when being bearish was the market equivalent of wearing a dunce cap.

History never repeats perfectly, and today's rate environment is very different. But I think the resemblance in investor psychology is striking.

I’d be genuinely surprised if we don't have at least one more months-long rally into new highs during this cycle.

Whether it begins into the midterms, after the elections, around Anthropic's anticipated listing, or following further earnings confirmation, I suspect this correction will eventually look more like an interruption in a generational bull market than the bursting of a "bubble."

The $NDX took four months to bottom in 1998. With the exception of a handful of leaders, most stocks that are holding up have been basing out since the May-July period. We could certainly go lower, but most of the signs point to another new high before this cycle rolls over.

However, I’d place the odds of any additional powerful rallies afterward as increasingly unlikely given the fact we are already about to enter the fifth year of this bull market. I'd be careful about buying the dips next year, at least with meaningful size.

[Tirth @t38p_flow]

A lot of people been asking how Flow VWAP works.

Here is the formula:

[Tion niku @tionukin007]

@senatorcheese The skill now is deterministic scripts vs agentic workflows. Only u can be the judge of that

[Ethan Elasky @ethanelasky]

We discovered and communicated with a Chinese AI agent fleet. We believe this is the first time that researchers have ever made contact with a rogue agent fleet in the wild.

Nearly all prior public agent incidents (like the HuggingFace hack) came from American labs. These agents were hosted by Tencent's evaluation research team, and they targeted Alibaba's Amap.

[Tion niku @tionukin007]

@samschnaars @cory Go catch charizard or something kid

[Tion niku @tionukin007]

@FundamentEdge 1 man hedge funds were the early 2026 vibe..

[Rohit Singh | Mr. Chartist @Mr_Chartist]

Hey, US Market!!

[Tion niku @tionukin007]

@atelicinvest I got about 8 out of the 12

[Tion niku @tionukin007]

@atelicinvest Search current news, then rank 12 UK-listed companies (LSE main market or AIM) most likely to receive a new, currently unannounced takeover approach in the next 6–12 months.
Exclude anything already in an offer period.
Output one table: Rank | Company — ticker (.L) | Acquisition.

[Tion niku @tionukin007]

@shipper_now Shipper

[Danny Limanseta @DannyLimanseta]

Yesterday, my boys and I vibe coded a game together. They tell me what they want in their game and I prompt it into Opus 5.5 to build it.

And of course they picked "Zelda Breath of the Wild" inspired game, where they can explore an open world, do dungeon puzzles, fight mini bosses and a final boss. The twist is that the hero holds a giant paintbrush as a weapon, each color had a different attack and effect (red = fire, blue = ice, yellow = bounce, green = vines). And oh they also wanted to fly on the paintbrush.

We spent our whole saturday playing and iterating on the game. It was great fun.

I told them, the future is all about Imagination, whatever they can imagine, it will be manifested in a digital experience.

At the end of the day, the game had:
- 2 biomes (1 island and a bunch of floating islands)
- Paintbrush-based combat (4 colors representing different effects and mechanics)
- 3 dungeons with puzzles
- An undeground cave
- Unlockable flying paintbrush when you activate 4 crystals around the island
- 30+ enemies and elites
- 1 giant boss

As you can see in the gameplaye video below, its not the most polished video game but it's so satisfying to see my boys getting bewildered when whatever they asked for, the game is built before their eyes.

Of all the games I have vibe coded so far, this was the most satisfying because my boys were actively co-creating it and playing it.

This is definitely not the last game we're making together, they have already started brainstorming their next game, hint: "Peak with grappling hooks and TNTs."

You can play the game here, works only on desktop:
https://t.co/iHpBY4zvmJ

[Alan Shiflett @AlanShiflett]

Personal software is going to change the way we live. It already has for me.

Last year I set out to improve my health and lost about 60 pounds along the way. I thrive on data, so I tried almost every tool out there (Fitbit/Google Health, Function Health, Superpower, MyFitnessPal, etc.). Each gave me bits and pieces that together helped me make better decisions.

I loved using LLMs to check my progress and get advice, but none had direct access to all my tools/data, and I didn't want to wait for an LLM provider to partner with each company. I also didn't like the UX of many of these platforms. Several got worse as they tried to add AI.

So over time I built my own personal command center. It connects to Epic MyChart and other doctor records (every note, lab and imaging result), AirGradient for my bedroom air quality, Google Health for my Fitbit data (steps, sleep, HRV), my air conditioner, my Govee lights, and an AI tool I built to track nutrition and calories using food databases.

This made me the OWNER of my data, not just a consumer of it. I don't have to wait for a provider to add a feature or sign a deal with Claude/ChatGPT. If I want a feature, I build it. The personal MCP was my biggest unlock. I own all my data and connections and can take them anywhere, now and in the future.

A few things it has made possible:

-CO2 control: I didn't realize how much my breathing raised the CO2 in my bedroom. It wasn't dangerous, but it could hurt my deep sleep. My OpenClaw uses the MCP to watch CO2 while I sleep and has my AC pull in outside air when it gets too high.

-Food and sleep: Claude spotted that when I ate bananas late in the day, I didn't sleep as well. Maybe that's obvious to others, but it wasn't to me.

-Recovery: My OpenClaw decides when my Govee lights come on in the morning. It knows when my first meeting is and adjusts the ramp-up based on when I went to bed, how much I exercised the day before, and how I've been feeling.

-Medical analysis: When I felt gout coming on, Claude pulled 10 years of uric acid results, my doctors' notes, my weight history and that week's diet. It pointed to my weight loss, which can raise uric acid, combined with the sugar-free popsicles I'd been eating as a diet snack. I cut the popsicles and it hasn't come back (I'm oversimplifying, but I don't need to be able to explain it, I just need the result)

-Medical history: Claude found a note in dr notes from a specialist I saw in 2017 that was never followed up on. I didn't even know about it, and it prompted me to take action.

-Diet and exercise planning: Claude looks at what I'm eating and suggests things I can cook. It also looks at my sleep and health metrics to tell me how hard I should train.

All of this would have been incredibly hard to pull off in the past. Now I can build features myself. Personal software built with AI has unlocked a lot for me and this is just the beginning.

[rahul @withqwerty]

football-docs v0.12.2 is out!
(football doesn't stop, so neither do i :)

AI coding agents are confidently wrong about football data. ask one for an opta qualifier, a sportradar feed or a transfermarkt ID and you'll sometimes get something that looks right but isn't

solution: the football-docs MCP gives your agent the actual provider docs to search instead.

three releases since i last posted so:
- @Sportradar's full soccer docs, down to every data-point table
- reep register, so your agent can map any provider's IDs to any other's (no API key needed, it queries the free download locally)
- @ESPNFC's soccer endpoints, kindly contributed by adam s.
- @clubelo's API understandably moved behind a login, docs now show what still works
- every provider now says where its data comes from (and if they don't say, neither do we)

2,325 -> 2,855 chunks across 26 providers and tools.

feedback, contributions and sponsorship all welcome!

https://t.co/ciZ25ucxyT

[rahul @withqwerty]

football-docs v0.11.1 is out!
this one welcomes a new provider: @driblab 👋

what is football-docs? it is a searchable index of football data provider documentation for your AI coding agents, so we’re all on the same (and latest) page.

Driblab publishes its API guide publicly, which made it a great fit. the docs are built from that guide and checked against the live API, so your agent knows what the API actually sends back, down to the field names.

the index is now at 2,325 searchable chunks across 24 providers and tools. the full details are in the release notes: https://t.co/YcmURRZZTx

learn more here (including installation instructions): https://t.co/ciZ25ucxyT

as always, feedback is welcome!

[Tion niku @tionukin007]

@Kish_P14 @Tactics_Board_ Why are we listening to yr 11s chat about spurs tactics. Wtf are we doing... These virgins have never kicked a ball in their lives yet have the audacity to critique rdz ball? Fml. Blocked from my feed. Angry that x is even showing me this bs..