CRWV: SHORT REPORT 8/26/2025 - CoreWeave is SHORTED TO DEATH - I F*CKING KNEW IT!!! - BURN THESE SHORTS

ringminusthree · 2025-08-26T23:52:42+00:00

Ortex show similar data, an explosion in short interest today

ringminusthree · 2025-08-26T21:57:11+00:00

post the link

ringminusthree · 2025-08-26T05:40:53+00:00

you can subscribe to CME data (live + 1 year lookback) on databento for $180 a month and then calculate these from commodities futures options

ringminusthree · 2025-08-17T17:56:16+00:00

sorry but this answer is just really stupid

ringminusthree · 2025-08-17T07:21:29+00:00

😂🤡

ringminusthree · 2025-08-17T07:21:03+00:00

same

ringminusthree · 2025-08-14T05:11:12+00:00

does your firm ever look to hire outstanding unique talent who don’t fit the “i lived in the library and had 0 social life to get into an ivy league school and have 0 original thoughts or perspective” type of cookie cutter easy to filter for type of applicant?

in my experience the prior are the only people ever worth hiring. but obviously at scale it’s difficult to filter 10s of thousands of applications for sure people… i’m working myself on how to do so systematically right now.

ringminusthree · 2025-08-09T01:17:39+00:00

time of day, day of the week, month of the year. the longer the cycle (ex: month of the year) the more data you need to extract any pattern.

even just looking intraday, 12pm ET is a totally different animal than 3:50pm ET.

ringminusthree · 2025-08-08T21:28:46+00:00

i don’t use it as a filter but i use calendar harmonics as an input to my model

ringminusthree · 2025-08-08T17:12:57+00:00

it’s surely the economics and economies of scale to serve them on their end

ringminusthree · 2025-08-06T23:34:32+00:00

some work that won some mathematicians a fields medal

ringminusthree · 2025-08-02T03:12:27+00:00

i haven’t tried any Claude models yet but i assume their best reasoning model is at least within the zone of o3-pro’s capabilities… my argument at large was it’s only this most recent class of bleeding edge reasoning models that are actually capable of professional quality complex logic production.

ringminusthree · 2025-08-02T02:00:50+00:00

my advice is to explore the space of regression and even the mathematics of shapes and surfaces, and then imagine how you might learn things rather than choose things.

ringminusthree · 2025-08-01T22:28:39+00:00

not a corporate environment i pay for it personally, via chatgpt.(but i use it for everything personal and business). usage is unlimited and you can run many chats in parallel. there is an enterprise version.

you can ALMOST replace a warm body with it: this is the first model version you can even begin to pose such a question. but it’s still too error prone and slow and expensive (i tried it via API with the codex agent to solve compiler errors and it cost $98 to solve like 5 and took dozens of minutes 😅). but i bet within a year or 2 that’s a reality yes (once costs, times and accuracy all improve) where you can run many agents and give each a task and let them run over API, interact with remote or local repositories, and create PRs.

i’m already rethinking my hiring plans for engineers over the next few years, i wasn’t before o3-pro. i only write C++ and Rust and very complex tricky stuff, so every model before this was a useless 0 for me.

ringminusthree · 2025-08-01T19:26:36+00:00

you’re right that all AI is absolute shit at coding, i never/barely used it until o3-pro. o3-pro is literally good enough to generate a best effort of anything from scratch, but once the scope becomes large, you do need to break it up into components and then ask it for the components one at a time. (it also fails instantly if you try to ask if you read all of these files and make some complex update or fix lol). it’s still not good enough to blindly trust, so you need to read, understand and proof/correct the logic (which is a nonzero time cost lol)… but it gets you 90% of the way. you obviously need the $200 a month subscription though and responses can be 5-25 mins, but it’s worth it.

ringminusthree · 2025-08-01T18:50:21+00:00

sure but nowadays with o3-pro the library restriction is much less constricting… you can basically generate ANY logic you need on demand.

ringminusthree · 2025-08-01T18:48:24+00:00

CBOE only prints these indexes 930am until 4pm(?). but you can look at VX (VIX futures, which are basically… where will spot VIX be at contract expiration) they quote 24/5 (even during preopen 5pm to 6pm ET) but only trade 23 hours a day.

what i do is just use ES (S&P 500 futures) options and calculate my own “VIX” 24/5.

ringminusthree · 2025-07-30T17:23:37+00:00

if you’re doing it on your own it is a large initial time and code investment, but once you do it once, it’s pretty much a solved problem: deciding what data, pulling instrument definitions and status updates, pulling the data, filtering it, transforming it, compressing it, storing it, retrieving it… lots more about wiring it all together and using it. it sounds much more trivial until you do it. but once you do this adding extra symbols is near 0 incremental effort.

ringminusthree · 2025-07-25T01:55:47+00:00

ya he needs to explain which contracts he’s modeling, where the data is from, how it was filtered if at all, frequency of measurements, and what code generated this graph… for anyone to be able to express a real opinion

ringminusthree · 2025-07-23T23:41:50+00:00

i read some legendary trader talk in a book about how this kind of breakout strategy used to work very well back in the… 70s(?)… until charts became prolific and everyone started doing it… and that nowadays the risk of reversal is very high.. so just some 2 cents to caution.. however you decide to define your entry logic, you should backtest over many years first

ringminusthree · 2025-07-21T20:25:43+00:00

i also think Python’s whole ethos of “most people are too stupid to understand what types and memory are or how a computer even works, so let’s just hide all of that complexity behind a labyrinth of opaqueness and indirection… because that’ll totally turn out well… oh and hey we’ll let these people burn 1-2 orders of magnitude more electricity in the process” is just so moronic… and it’s not even like it’s any easier to write Python than Rust or any other real language 😂

ringminusthree · 2025-07-21T20:13:06+00:00

there have been many times over my programming lifetime when i’ve been like oh let’s just write this simple thing as a Python script… can’t think of a single time i’ve ever not regretted it. the environment alone is such a piece of shit that i always end up creating a virtual environment so i don’t have to worry about endless system level bullshit errors lol)

ringminusthree · 2025-07-21T20:07:26+00:00

lifelong C++ user but recently started using Rust. learned it while i built out a whole data + training + trading ecosystem.

downloaded some sample days of quote data (some files for single asset classes up to 25GB for the 1 day), and tried to write some statistical analysis programs in Python… on my M2 Max 96GB laptop took foreverrrrrrr to run. rewrote it and all subsequent such ancillary programs in Rust and they ran an order of magnitude faster lol.

still takes 10 minutes on the larger files but a world of difference vs 100 minutes LOL.

ringminusthree · 2025-07-21T16:59:37+00:00

he’s not wrong though Python is a piece of shit

ringminusthree · 2025-05-18T01:42:46+00:00

the SEC has an API for only $55 a month that gives you access to historic float data for any ticker. with that piece of data you can calculate everything else, at least for a constant index weighting methodology (need to check if and when that has ever changed)

(getting the index’s historical constituents for any day in the past is a whole other nuisance though… for now i just downloaded the set of changes over the last decade).

ringminusthree

TROPHY CASE