Some of the payoffs on msft to 5 trillion market cap or 700$ by 2028 are insane on the option chain
February 18, 2026 at 10:35 PM
Some of the payoffs on msft to 5 trillion market cap or 700$ by 2028 are insane on the option chain
Nice read valuations.substack.com/p/orange-swan
Orange Swan
The Impact of The Highly Probable
valuations.substack.com
February 18, 2026 at 8:20 PM
Nice read valuations.substack.com/p/orange-swan
Factor regression more complicated then expected.
February 18, 2026 at 4:45 PM
Factor regression more complicated then expected.
This seems better github.com/dmmulroy/clo...
February 18, 2026 at 7:15 AM
This seems better github.com/dmmulroy/clo...
Interesting instead of a skillsmd use a skills graph.
I have about dozen repos and keeping docs concise and uptodate is challenging this seems like a good solution
github.com/agenticnotet...
I have about dozen repos and keeping docs concise and uptodate is challenging this seems like a good solution
github.com/agenticnotet...
GitHub - agenticnotetaking/arscontexta: Claude Code plugin that generates individualized knowledge systems from conversation. You describe how you think and work, have a conversation and get a complet...
Claude Code plugin that generates individualized knowledge systems from conversation. You describe how you think and work, have a conversation and get a complete second brain as markdown files you ...
github.com
February 18, 2026 at 7:12 AM
Interesting instead of a skillsmd use a skills graph.
I have about dozen repos and keeping docs concise and uptodate is challenging this seems like a good solution
github.com/agenticnotet...
I have about dozen repos and keeping docs concise and uptodate is challenging this seems like a good solution
github.com/agenticnotet...
Very impressed with minimax m2.5 as a Claude Code replacement
February 18, 2026 at 12:56 AM
Very impressed with minimax m2.5 as a Claude Code replacement
Dipping my toes in selling calls see how it goes
February 17, 2026 at 11:28 PM
Dipping my toes in selling calls see how it goes
Thinking of cancelling Claude max plan and using minimax m2.5
February 16, 2026 at 5:39 AM
Thinking of cancelling Claude max plan and using minimax m2.5
~/.claude/settings.json:
{
"env": {
"ANTHROPIC_DEFAULT_HAIKU_MODEL": "claude-sonnet-4-5-20250929"
}
}
{
"env": {
"ANTHROPIC_DEFAULT_HAIKU_MODEL": "claude-sonnet-4-5-20250929"
}
}
February 15, 2026 at 11:45 PM
~/.claude/settings.json:
{
"env": {
"ANTHROPIC_DEFAULT_HAIKU_MODEL": "claude-sonnet-4-5-20250929"
}
}
{
"env": {
"ANTHROPIC_DEFAULT_HAIKU_MODEL": "claude-sonnet-4-5-20250929"
}
}
Crazy
FYI: for people on Claude Code, your explore and compaction agents are apparently driven by Haiku, and it’s overridable.
FYI: for people on Claude Code, your explore and compaction agents are apparently driven by Haiku, and it’s overridable.
February 15, 2026 at 11:43 PM
Crazy
FYI: for people on Claude Code, your explore and compaction agents are apparently driven by Haiku, and it’s overridable.
FYI: for people on Claude Code, your explore and compaction agents are apparently driven by Haiku, and it’s overridable.
Bruh jobs got revised down a million.
February 15, 2026 at 10:22 PM
Bruh jobs got revised down a million.
Working on building a tool that goes through my substack x blue sky and other feeds, stores post by user with ticker and a bullish or bearish flag. Fetches atm calls/puts 30 day expiry. Goal is to find sources with high hit rate add alerting and actionable trades
February 14, 2026 at 11:52 PM
Working on building a tool that goes through my substack x blue sky and other feeds, stores post by user with ticker and a bullish or bearish flag. Fetches atm calls/puts 30 day expiry. Goal is to find sources with high hit rate add alerting and actionable trades
Time to learn put debit spreads
February 13, 2026 at 9:30 PM
Time to learn put debit spreads
Not sure how much to allocate but by Monday at the latest Opus 4.6 will manage 5-15% of my book.
Almost completely autonomously. Nightly job asking it what other data would be helpful then it builds a pipeline to fetch store and query it efficiently
Almost completely autonomously. Nightly job asking it what other data would be helpful then it builds a pipeline to fetch store and query it efficiently
February 11, 2026 at 6:24 PM
Not sure how much to allocate but by Monday at the latest Opus 4.6 will manage 5-15% of my book.
Almost completely autonomously. Nightly job asking it what other data would be helpful then it builds a pipeline to fetch store and query it efficiently
Almost completely autonomously. Nightly job asking it what other data would be helpful then it builds a pipeline to fetch store and query it efficiently
Cloudflare might be my first executed trade ever. Took a profit but man money left on table. I blame the redeye
February 11, 2026 at 5:22 PM
Cloudflare might be my first executed trade ever. Took a profit but man money left on table. I blame the redeye
Interesting concept of the Dracula effect: the drain of using AI. Find myself absolutely exhausted after ai and didnt really understand why.
February 10, 2026 at 10:25 PM
Interesting concept of the Dracula effect: the drain of using AI. Find myself absolutely exhausted after ai and didnt really understand why.
Think pst is my favourite trading timezone. I enjoy a 5:30 wake up, read ft see how open is done by 1 and then see how China and South korea are doing at 6. Feel like on the east coast by noon 4 more hours feels so long. Prolly doesnt help most of my pipeline runs after hours
February 10, 2026 at 9:23 AM
Think pst is my favourite trading timezone. I enjoy a 5:30 wake up, read ft see how open is done by 1 and then see how China and South korea are doing at 6. Feel like on the east coast by noon 4 more hours feels so long. Prolly doesnt help most of my pipeline runs after hours
Very impressed with www.factorstoday.com its so good I dont bother making a replacement
Modern Quantitative Analysis | FactorsToday
www.factorstoday.com
February 9, 2026 at 11:45 PM
Very impressed with www.factorstoday.com its so good I dont bother making a replacement