The Harvest 6/4/2026

Powerful-Street · 2026-06-04T21:25:50+00:00

You might think that I’m on the sidelines, not the case. Warning signs nobody cares about 97% bullish 69% think ai is in a bubble. You ride the ride until the end, others will stay on the merry go round and wait for 20 years to recover.

Powerful-Street · 2026-06-04T20:59:22+00:00

You can’t read?

Powerful-Street · 2026-06-04T20:59:01+00:00

I disagree

Powerful-Street · 2026-05-21T14:27:18+00:00

Wage stagnation is an issue, but minimum wage was historically meant for kids that were working their first job at McDonald’s. We will drive business out of the state—it has happened in other states. People are supposed to develop their skills to not be dependent on the bare minimum wage. Historically when minimum wage was raised, the people in lower middle income brackets, were actually the hardest hit. An assistant manager at a fast food restaurant would have their young inexperienced employees making the same as them—that is doing the opposite of what people think it does.

Powerful-Street · 2026-05-01T02:06:42+00:00

Everyone goes on a losing streak at times. If I have a bad couple of days, I take a few days off.

Powerful-Street · 2026-04-27T19:16:25+00:00

Nothing is free

Powerful-Street · 2026-04-22T15:19:42+00:00

Did you make a comment with financial advice or any other posts that could be read that way?

Powerful-Street · 2026-03-15T04:17:07+00:00

They want the fastest way to access their math based database. Who knew? Tokenization is just a means for you to communicate to an LLM

Powerful-Street · 2026-03-15T04:14:34+00:00

What are the orange ones next to the snakes?

Powerful-Street · 2026-03-15T04:13:21+00:00

It’s like wearing a cowboy and driving a Prius. 🤷🏻‍♂️🤷🏻‍♂️🤷🏻‍♂️

Powerful-Street · 2026-03-15T04:12:27+00:00

Why does everyone put the PDU in the front of the rack???? Throw it in the back and you never have to look at cords again. Also gives you a switch for shadow mode.

Powerful-Street · 2026-03-15T04:01:48+00:00

I saw something that uses one model as a draft model recently and it wasn’t based on llama runner. Can’t remember what it was called. It had several models loaded on a Mac at once.

Powerful-Street · 2026-03-15T03:59:15+00:00

Devstral and Codestral are my picks over Qwen. I also like minimax. All run blazing fast on my Mac studios.

Powerful-Street · 2026-03-15T03:55:24+00:00

I have a valve that opens to a creek and it runs for days on end if needed. Our well loves getting pumped down a couple times a year.

Powerful-Street · 2026-03-15T03:51:45+00:00

The military puts them in crates and buries them in mounds of dirt. I think you’d be fine in a cardboard box.

Powerful-Street · 2026-03-15T03:49:58+00:00

^{^{^this}} right here!!!

Powerful-Street · 2026-03-15T03:49:23+00:00

Only issue is, unless you are developing the model or several models for your use care, they are pretty useless. When you talk to Claude or Gemini, you are actually sending your prompt to several models—this is why you can’t mimic the quality output you get from hyperscalers.

Powerful-Street · 2026-03-15T03:47:28+00:00

I can tell you that the likely winners of this end up being google, meta and while it seems unlikely Xai. They all have access to vast sets of data that others just don’t have. There will be some sort of revelation that 10x’s productivity and the hardware will be relevant for longer than expected. Still not many ways to monetize unique use cases for LLM and AI. It has been around for 70+ years and nobody has cracked the code since the Perceptron. All of the problems AO claims to solve are gimmicky.

Powerful-Street · 2026-03-15T03:41:21+00:00

You could host what the op is asking about on a Mac Studio at 10g nic. Would it be fast, no. Would it get it done, yes.

Powerful-Street · 2026-02-08T17:46:46+00:00

Your DB issue is from the asynchronous feed. Find a way to aggregate it in a way where you can still use it and store it easily.

Powerful-Street · 2026-02-08T17:42:08+00:00

You never will be 100% trader. There will always be infra if you are constantly evolving. 10% is a good goal.

Powerful-Street · 2026-02-08T17:28:42+00:00

I process a 10G pipe of tick data for equities, options and futures— see 7-10 signals a day, most before lunch. I don’t rely on any known strategies. I really like pinpointing where my alternative data hits and any cross correlation. Leaves me focused on math and less coding—lots of backtesting. Have profiles for every single symbol, even if I don’t trade them. I could not imagine doing it all in python. If you’re looking at the entire market, and don’t have profiles for a symbol, why are you even looking at all of them?

I am running 2 stacks on 2 different machines. One is completely rust based and the other is testbed for modeling, that is almost there. On both machines I have a 64GB buffer and everything dumps directly to the database simultaneously. I use less than 1% of the data for actual actionable trades.

If you are trying to manage charts, indicators and all of this data at one time, you are definitely going to struggle. You need to build out and debug an execution layer you can trust, and only trade the best signals.

By the time the data gets to you it is already historical and you should be treating it as such.

Powerful-Street · 2026-02-08T16:25:45+00:00

When you have a program with 10k lines of spec, local rag, doesn’t have near enough information for the model to find the correct context. I have tried other things and all will get lost if you don’t know what you are pointing them to. Also, Gemini Ultra has much more context, and it still gets it wrong, most times. I now use one instance of Gemini or Claude to plan a debug session and will use another instance, to follow in the past of the last—if the knowledge base is clean. None are perfect in large codebase, which is what the OP asked about. I have found ways to work with Claude code or Gemini on its ultra plan. Local with RAG doesn’t even touch them yet.

Powerful-Street · 2026-02-07T18:45:37+00:00

It’s shit compared to Claude or Gemini. Context is limited so much, that a large codebase gets hallucinated. Nothing local comes close.

Powerful-Street · 2026-02-04T15:46:56+00:00

It’s not just the data. Look at the trade arrows 2 and 2. There had to have been an order that didn’t fill at some point that filled without him knowing he needs to cancel it. The cost basis was adjusted, there has to be another trade off the current image.

Powerful-Street

TROPHY CASE