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Sumeet

@sumeetbadyal.bsky.social

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Sumeet @sumeetbadyal.bsky.social · 23d

joincolossus.com/article/thom...

The Making of a Market Maker

How Thomas Peterffy built the machines that killed the trading floor and made Interactive Brokers into a $100 billion business

joincolossus.com

Sumeet @sumeetbadyal.bsky.social · 1h

Insane for earnings transcript financials etc github.com/Bogdanovich7...

GitHub - Bogdanovich77/DeekSeek-OCR---Dockerized-API

Contribute to Bogdanovich77/DeekSeek-OCR---Dockerized-API development by creating an account on GitHub.

github.com

Sumeet @sumeetbadyal.bsky.social · 3h

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

Sumeet @sumeetbadyal.bsky.social · 5h

Z ai looks kinda cool

Sumeet @sumeetbadyal.bsky.social · 1d

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

Sumeet @sumeetbadyal.bsky.social · 1d

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

Sumeet @sumeetbadyal.bsky.social · 1d

www.foreignaffairs.com/united-state...

The Stagnant Order

The end of rising powers.

www.foreignaffairs.com

Sumeet @sumeetbadyal.bsky.social · 1d

Been impressed with foreign affairs recently

www.foreignaffairs.com/china/china-...

The China Model’s Fatal Flaw

China’s role as the world’s factory—producing and exporting goods across the globe—has entered a new phase. In the past decade, China has made a concerted effort to move its manufacturing sector up th...

www.foreignaffairs.com

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Sumeet @sumeetbadyal.bsky.social · 1d

www.wheresyoured.at/costs/

This Is How Much Anthropic and Cursor Spend On Amazon Web Services

So, I originally planned for this to be on my premium newsletter, but decided it was better to publish on my free one so that you could all enjoy it. If you liked it, please consider subscribing to su...

www.wheresyoured.at

Sumeet @sumeetbadyal.bsky.social · 2d

When do options usually get listed for new German stocks on.ft.com/4hlZU26 Thyssenkrupp’s submarine business soars on Frankfurt market debut

Thyssenkrupp’s submarine business soars on Frankfurt market debut

German conglomerate seizes on surge in interest in defence stocks to spin off marine arm

on.ft.com

Sumeet @sumeetbadyal.bsky.social · 3d

www.podchemy.com/notes/andrej...

Podcast Notes /// Andrej Karpathy — AGI is still a decade away | Dwarkesh Podcast

Podcast notes for Andrej Karpathy — AGI is still a decade away from Dwarkesh Podcast.

www.podchemy.com

Sumeet @sumeetbadyal.bsky.social · 3d

Some earnings of interest this week GE, NOC, EQT, GD, HON

Sumeet @sumeetbadyal.bsky.social · 4d

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

Sumeet @sumeetbadyal.bsky.social · 4d

Bill C-5 in Canada looks to provide some significant funding to various companies. Should have significant upside revisions to guidance next year

Sumeet @sumeetbadyal.bsky.social · 4d

Forgot how great Toronto is in the fall