Jakub Polec
@jakubpolec
Building Profitable Algo Strategies | Quantitative Researcher & Dev | Financial Data Scientist | ML Investing | Sharing Code for Algorithmic Systems | PhD
It’s not as shiny as it looks
Silver rules!
Silver Expert J. Staiger Reveals a NUCLEAR Silver Secret🏭 Nuclear Plants Are Silver DEVOURERS: ✅ Each large reactor (1600-1800 MW) requires 3-5 MILLION ounces ✅ Silver control rods are irreplaceable - they regulate nuclear reactions ✅ "No button-press magic here" - these…
can't add anything
Silver just got promoted to critical status and Trump's response is pure gold
Fed will be buying AI hyperscaler bonds when they next do QE @elonmusk
If OpenAI gets federal backing but Anthropic/Google don't, does that create an unfair advantage or just level the playing field against big tech's existing capital?
Agree, MCP hype is overstated
I wrote about this much earlier: jngiam.bearblog.dev/mcp-large-data/ and we implemented it in production at Lutra.ai - we would appreciate some mention of our work too. It was also on HN front page for more than a day - well distributed!
He’s right. All CAPEX is spent without viable business model.
Bullish
🧵 SILVER LOCKDOWN — The Global Shift Has Begun 🥈⚡ 1️⃣ Oct. 29 — China quietly changed the rules. From 2026, every silver export will require an individual license per contract. No quota, no freedom. You want silver out of China? You’ll need Beijing’s permission. 🇨🇳
I
🚨Implied Volatility for Earnings next week. $PLTR ±10.5% $HIMS ±14.7% $AMD ±9.1% $HOOD ±10.2% $ARM ±10.8% $PINS ±13.6% $SNAP ±16.4% $DDOG ±9.5% $ABNB ±8.5% $ANET ±11% $SMCI ±12% $TTD ±16.8% $UBER ±7.5% $OPEN ±16.8% $APP ±14.7% $SHOP ±11.4% $SPOT ±9.8% $BYND ±27.8% $BROS ±14.4%
Time for assessment
Tons of consumer-facing stocks are in or near bear market territory, down 20%+ in 2025. AI truly is the lifeline of the global economy.
No other way.
True AMZN is not as good as it looks
Nobody reads the earnings reports. $AMZN “ Third quarter 2025 net income includes pre-tax gains of $9.5 billion included in non-operating income (expense) from our investments in Anthropic, PBC.”
Enterprise AI adoption is declining⁵...(not slowing, reversing) 95% of GenAI pilots are failing⁶... OpenAI loses $5 billion annually⁷...($83 million a day) Industry unit economics are upside down US Census shows enterprise GenAI adoption in full retreat No credible ROI No net…
A List of Data Center Operators: $ORCL Oracle $CRWV CoreWeave $NBIS Nebius $IREN Iren $GLXY Galaxy Digital $APLD Applied Digital $RIOT Riot Platforms $CIFR Cipher Mining $MARA Mara $GDS GDS $CORZ Core Scientific $CLSK CleanSpark $WULF TeraWulf $BTBT Bit Digital $HUT Hut 8 $BTDR…
🇩🇪 Porsche reports a 95.9 percent drop in profits - the company announced Profit fell to €114 million from €2.6 billion in the same period of 2024. UE leaded by technocrats slowly killing all businesses.
I built an AI agent that mirrors Congressional trading. If they're buying with insider info, I'm buying too. The agent scrapes every trade filed by U.S. politicians in the last 15 days. All public data. No paywalls. Some politicians are beating the S&P by double digits. It’s…
Is there anyone from Family Office who wants to try some investment app? Send DM.
Gold −5.8% move is rare; a 4.66-sigma move. In a typical situation that’s once every 300.000 trading days. The move −4.5% to −6.50% occurred 38 times since 1971. So you may ask what was next day? Pomp-up in 33 days (33/38 = 86% time).
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