Jakub Polec @jakubpolec
Building Profitable Algo Strategies | Quantitative Researcher & Dev | Financial Data Scientist | ML Investing | Sharing Code for Algorithmic Systems | PhD quantjourney.substack.com Joined February 2023-
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Today’s LLMs are astonishing, but the reason Fortune 500 companies aren’t overhauling their workflows isn’t outdated management. The real issue is that it’s still genuinely difficult to extract consistent, human-like labor from LLMs, because they lack some fundamental…
Just crossed 5,000 subscribers on my blog (quantjourney.substack.com). If you haven’t joined yet, consider subscribing. Thanks.
Jprdl
Reaserch, remember.
Similar to OpenAI, Nvidia will invest $100 billion into OpenAI so they can purchase Oracle OCI, which in turn is buying Nvidia GPUs - a sort of perpetual motion machine. @sama @quakes99 @ZacEfron
A bullish for $AMD --> @DnaRynkow @Squabercom @ttusiek
A bullish for $AMD --> @DnaRynkow @Squabercom @ttusiek
When I hear that Machine Learning is an emerging tech field and new technology, it freaks me out: Logistic regression — 1958 Hidden Markov Model — 1960 Stochastic gradient descent — 1960 Support Vector Machine — 1963 k-nearest neighbours — 1967 Artificial Neural Networks — 1975…
Vibe Coding is Creating a Generation of Unemployable Developers A recent METR study threw AI into the trenches with experienced developers across 246 real-world coding tasks. The developers felt 20% faster with AI. They felt productive. They felt empowered. The reality? Their…
Foreign money is rotating into US assets, now mostly currency-hedged. Deutsche Bank/Bloomberg show ~two thirds of foreign-domiciled ETF inflows are hedged across equities and bonds. Hedge carry is falling as the Fed eases. If the Fed cuts while your local rate is higher, hedging…
Never forget - the strongest trends often start in silence.
There’s nothing special about humans, that machines can’t do.” - Geoffrey Hinton
Sharpe typically rises 10–30% from fewer Shock/Wide trades and lower impact.
How to build portfolio of orthogonal sleeves - trend, crash, chop - each with its own risk budget and cost model. Add a regime classifier, which identifies the current market state, and a convex allocator routes capital accordingly. quantjourney.substack.com/publish/posts/…
Jakub Śliwiński @Jakubliwiski16
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Robert Ditrych @rditrych
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Lukasz Skiba @luke_skiba
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YoungHoon Kim, IQ 276 @yhbryankimiq
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Kapitan Żbik @MajorZbik
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MichaelAngelo @MichaSawic36498
36 Followers 38 Following
Krypto Dzik PL 🐗�... @KryptoDzikPL
23K Followers 0 Following Za dnia 🐗 dzik ciekawy świata 🌍 Zawodowo pasjonat krypto, akcji i obligacji 💸 Od 3 lat partner giełdy BingX 🏧 ❤️ Antywskaźnik ETH 📉 🧠 Low IQ 😂
DeepValue Signals @DVSignals
4K Followers 160 Following Macro cycles & deep‑value setups. First on $MLP.v + other under‑radar wins. Charts + context → conviction. Weekly deep dives → https://t.co/ivFfwifjph
CruxCapital @crux_capital_
900 Followers 127 Following Markets can feel complicated. We slow things down, dig deeper, and share what matters most so investors can feel more confident
Andrew Feldman @andrewdfeldman
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Ian Shepherdson @IanShepherdson
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GrahamAndDoddsville @GnDsville
19K Followers 892 Following Value Investor, Securities Analyst, Columbia Business School Graduate, Buffett Groupie, All-Round Value Junkie, Music Lover, Drummer and Father
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Howard Silverblatt @hsilverb
12K Followers 0 Following S&P Dow Jones Indices Senior Index Analyst. My disclaimer can be found here: http://t.co/eMkFvZNkax
Eric Jackson @ericjackson
119K Followers 348 Following Rising Dynasty = GET YOURS; Founder @emjcapital ; Desperately Seeking 100-Baggers; Columbia Mgmt & Strategy PhD; Longs $OPEN $BETR $IREN $CIFR $ETHA $BTQ $DEFT
Investpro00 @Investpro00
9K Followers 234 Following Inwestowanie. Sport. X to tylko i wyłącznie mój pamiętnik. Proszę nigdy nie kopiować moich ruchów finansowych.
Jerry Liu @jerryjliu0
66K Followers 1K Following co-founder/CEO @llama_index Careers: https://t.co/EUnMNmbCtx Enterprise: https://t.co/Ht5jwxSrQB
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Factory @FactoryAI
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Nathan Lands - Lore.c... @NathanLands
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TWP🤴🏾 🇳🇬�... @TheWealthPrince
21K Followers 484 Following CEO @royaltradinga Turned $3k to $78k in 12 weeks💰Now I teach YOU how➡️ https://t.co/LTbRMdwfT9
sns_trader @sns_trader
9K Followers 545 Following Trading enthusiast,None of my tweets are financial advice,I post here to journal, discuss ideas and learn, DO NOT make financial decisions based on my tweets
Stan @StanH2443
17K Followers 940 Following #ASX charts & TA comments without nonsense. Get in at or near a base tight stops never chase. My chart read is opinion only so please do your own research
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4K Followers 177 Following Head of Investment Strategy at Piccandilly Investments. Expert on the futility of forecasting. My views and opinions are not my own.
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704K Followers 277 Following Anti woke - Anti fake news - Anti hypocrisy - send me content in pm - support me: https://t.co/xet7VLoADc - buddy account @Bebo_news
piotruchg @piotruchg
24K Followers 4K Following Trochę architekt, trochę budowniczy, trochę muzyk i trochę bloger. Chory na Polskę od urodzenia, z chronicznym uczuleniem na czerwonych.......
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440K Followers 2K Following Konflikty, bezpieczeństwo i geopolityka. 📡 Kanał YouTube 👇 https://t.co/218Pc1V39V Kontakt: [email protected] Portal: https://t.co/ePLp81KtdK
rahulvohra @rahulvohra
65K Followers 1K Following Founder + CEO of @Superhuman & Rapportive. Investor in 120+: @Placer_ai @Mercury @theziphq @ClassDojo @supabase @Clearbit @easypost @OpenPhone @nexhealthHQ
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305K Followers 2K Following Founder of @ProductHunt. Investor at @WeekendFund. Say hi! 👋🏼
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Against All Odds Rese... @JasonP138
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Overlooked Alpha @OverlookedAlpha
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Deplora-Bill Crowell @n4hpg
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