Alexis Rondeau

Bookmarks

5632 bookmarks · page 97 of 226

Bookmarked from François Chollet @fchollet

The most reliably predictable trend of the next 100 years: every year, humanity will use significantly more computing power than the previous year.

Someone should start an ETF based on that thesis (it's not just $NVDA and $AMD, it's cloud services, the data center industry, nuclear power...)

Bookmarked from Virat Singh @virattt

I’ve been building a real-world AI hedge fund.

It's open source so you can learn + build too.

The hedge fund has 6 agents:
1 • market data agent
2 • quant agent
3 • fundamentals agent
4 • sentiment agent
5 • risk manager agent
6 • portoflio manager agent

The hedge fund is powered by @langchain

You can run all of my code below.

No prior coding experience is required.

All of the agents show their reasoning so you can see how they work.

1 • Market Data Agent: gathers market data like stock prices, fundamentals, etc.

2 • Quant Agent: calculates signals like MACD, RSI, Bollinger Bands, etc.

3 • Fundamentals Agent: analyzes profitability, growth, financial health, and valuation.

4 • Sentiment Agent: looks at insider trades to determine insider sentiment.

5 • Risk Manager: determines risk metrics like volatility, drawdown, and more.

6 • Portfolio Manager: makes final trading decisions and generates orders.

This is just the start.

There are a ton of cool features that we can add.

Let me know if you have any suggestions.

Bookmarked from Anthony Sandford @AnthonySandford

Markwayne Mullin has the 8th highest return portfolio tracked among politicians over their lifetimes. His return is over 140%! On 12/19, it was disclosed that he recently purchased between $100,000 and $250,000 worth of shares in $EZU and $IEFA, as well as between $1,000 and $15,000 in $IEMG.

$EZU is an interesting one. The daily gamma on $EZU has spiked over the last five sessions, with a huge increase in net call premium on 12/13. Makes you wonder if someone knows something.

You can follow politician portfolios and see all their trades on @unusual_whales 🐳

unusualwhales.com/portfolios

Unusual Whales Discount ⬇️

Bookmarked from Garry Tan @garrytan

UX, design, actual dedication to the craft will take center stage in this next moment

Actually make something people want. Software and coding won't be the gating factor. It is the ability to be a polymath and smart/effective in many domains together that creates great software.