Sumeet
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sumeetbadyal.bsky.social
Sumeet
@sumeetbadyal.bsky.social
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Sharing what I’m reading
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Ionq and oklo short actually making money, not sure if the pain to hold these is worth the squeeze.

The nice thing is helps me not liquidate holdings I like like eqt and bwxt
Z ai looks kinda cool
Same train of thought. Funny i have found uploading photos more useful just cause the llm can understand diagrams and bold underline italics etc

t.co/e3gBqwV6VF
https://arxiv.org/pdf/2510.17800
t.co
This seems pretty big. Encoding and data loading large sets of financial data currently stored in a time series format is a bit of a bottleneck.

If instead you could store your financial data in a video format where each frame is a moment in time. Huh

github.com/deepseek-ai/...
GitHub - deepseek-ai/DeepSeek-OCR: Contexts Optical Compression
Contexts Optical Compression. Contribute to deepseek-ai/DeepSeek-OCR development by creating an account on GitHub.
github.com
Some earnings of interest this week GE, NOC, EQT, GD, HON
One of the nice things of doing well is previously i could only donate to charities once a couple years to once a year and now to once a earnings. I hope in time i can donate monthly as a regular part of my life
Bill C-5 in Canada looks to provide some significant funding to various companies. Should have significant upside revisions to guidance next year
Forgot how great Toronto is in the fall
Gld down 3% puts up 15%. Looks like if i picked a better expiry could be up 20%. Plan to hold for a bit and choose contracts that gave me more room to wait
I wish i monetized this trade better
I really want to short #$GLD
EQT earnings should provide good guidance for AR
Any other books, honestly loved both
Interesting already have a sizeable IWM short for that purpose.

Mostly worried about a rotation or outflow to a different flight of safety like Swiss franc
Rate of change. Sudden need or desire for USD leading to liquidation of GLD.
Repligen Corp looks interesting similar to memory been waiting for a investment turn
High volatility in sandisk. Earnings early December. Management seems strong
Notice a divergence between implied and realized volatility on low volume contracts with larger spread. Sometimes feels like need to wait for the market makers to recalculate fmv