Sumeet
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sumeetbadyal.bsky.social
Sumeet
@sumeetbadyal.bsky.social
Sharing what I’m reading
Wife asked if stocks are on sale for black friday
November 22, 2025 at 2:13 PM
Adbe look interesting been wanting to get in for awhile
November 21, 2025 at 3:31 PM
Not sure where the liquidity to give btc a floor comes from
November 21, 2025 at 2:30 PM
“When America sneezes, the world catches a cold” think about this quote a lot
November 21, 2025 at 2:21 PM
It's funny all this nonsense with unreliable data probably hurts the algorithmic traders the most. Market Makers are rich I'm sure
a man is talking to a woman and saying this is africa .
ALT: a man is talking to a woman and saying this is africa .
media.tenor.com
November 20, 2025 at 5:07 PM
Time to see how well stress tested my portfolio is the 60% cash buffer should help
November 20, 2025 at 4:58 PM
Noticing for most cases one will have to wait to use free threaded python with true parallelization for when all the libraries update and handle seg faults. Kind of sucks I was quite excited to use it
November 20, 2025 at 3:44 PM
Reposted by Sumeet
Lost Vegas: An entire city built on Human Beings' Innumeracy - how could this possibly go wrong?

slate.com/business/202...
Everyone Inside America’s Most Flailing Destination City Has a Theory for What’s Wrong. Now I Have My Own.
It defines the American experience like no other. People are no longer buying.
slate.com
November 20, 2025 at 1:44 PM
Been using claude code for coding and Gemini for architectural decisions since 3.0.

Found asking claude code to generate an architecture.md and verify based on source code and basic tests has kept it from hallucinating
November 20, 2025 at 3:03 PM
One thing I’ve learned is transformers seem to work best with questions where the questions are binary. A specific yes condition (increased volatility, price go up) and no (neutral, no, unsure
November 19, 2025 at 9:11 PM
Took 10 years of ochlv on about half a dozen large cap tickers and their corresponding sector etf, plus spy iwm gld uso vix etc.

Created about 200 features (technical indicators, volatility, regime, sector and corporate events)
November 19, 2025 at 5:43 PM
Why is googl up 6% today but barely moved when Gemini 3 released. Should’ve bought more
November 19, 2025 at 3:21 PM
Impressed by Gemini 3.0
November 19, 2025 at 3:41 AM
I use trading view a fair amount. They have a black friday sale soon. Curious if people recommend the pro version
November 18, 2025 at 5:11 PM
gwern.net
November 18, 2025 at 3:32 PM
Lmao this is exactly what im trying to do arxiv.org/html/2504.02...
Stock Price Prediction Using Triple Barrier Labeling and Raw OHLCV Data: Evidence from Korean Markets
arxiv.org
November 18, 2025 at 2:32 PM
Pretty cool I got a sequential hierarchical encoder working with 200 features. 67% accuracy on up, down or neutral in 5 days for a stock.

I’m looking into graph based architecture to model intrasector based movement
November 18, 2025 at 2:20 PM
Moontower.ai looks interesting lots of tooling ive built myself ontop of massive
Moontower - Options Analytics with a point of view
Advanced Options Analytics platform allowing traders to track and analyze options volatility metrics across stocks, FX, commodities, and crypto.
Moontower.ai
November 17, 2025 at 6:13 PM
on.ft.com/4i29EPc The hot new investment trend is the ‘Total Portfolio Approach’. Does it work?
The hot new investment trend is the ‘Total Portfolio Approach’. Does it work?
Exploring the buzzy but fuzzy new phenomenon in asset allocation
on.ft.com
November 17, 2025 at 3:00 PM
#$CNQ as a short assuming Venezuela and America make a deal on heavy oil
November 17, 2025 at 5:00 AM