mag7 is 1/3 of S&P500
and 70% of @nvidia rev comes from only 5 companies
the one main event I played trex313 had the jesus seat on me
told me him and his brother were making 2k/hr playing exactly these pre UIGEA party games
deterrence retweeted
How the new OpenAI intern looks at you when you say you've got an executive meeting about super intelligence technology
anyone else remembering being there for when Grimstar made this a verb?
MAHASAJAN on coinpoker, if you’re reading this, i appreciate you. what a class act
i sit at high stakes hu tables, obv leave them unattended often. because… ummm. im a moron
the other day MAHASAJAN sits and posts while im away. i time out, lose the blind. have no idea any of this even happened
then i get an email from coin saying he sent the money back
20 years ago this would've been considered a mental illness
deterrence retweeted
If this is where we are heading back to then sign me up. The best software ever created, no table management, no HUDs, no throwable, no tools, just straight vibes.
The cards.. the sounds of the chips going into the pot. Rail heaven, RIP Doyle, 45 man SNGS, FTOPs Jerseys
most gangster part of @orrdavid interview in Manhattan earlier this mo effectively went like this
host: how many analysts do you have working for you?
Orr: none
host: what? you realize wall st is full of funds with multiple analysts working full time on sometimes even single instruments? and you're outperforming most of them. how do you think about that?
Orr: I don't
gun to your head if you had to give a # for what % of your life is a result of luck where luck is defined as things that ultimately come from sources outside your control
whats your #?
chinese cant help themselves no matter what the game is
QQPK MTT bot investigation (July 16 – October 11, 2026):
-24M player-hands across 3.78M hand histories.
-I estimate that roughly 17.5M of those hands (over 70%) were played by bots.
-Approximately 12,000 bots in total.
-Full list of 11,469 nicknames belonging to accounts I'm virtually certain are bots in the reply below.
Puerto Rico the only place I've been where Ubers regularly ask me for directions to our destination as they have the map open on their dashboard
deterrence retweeted
When I first started trading I thought whoever read the most would make the most
Turns out all the extra reading just makes you marry your bags
concision very underrated
Here’s an interesting fact.
Morgan Housel threw out a third of The Psychology of Money while writing it.
He started with traditional long chapters (4k–6k words). It felt wrong, almost rambling, full of fluff. So he scrapped it and rewrote the book as 20 short, story-driven chapters in the style he’d already mastered online.
Every major U.S. publisher rejected it. A small U.K. house took it with a 5,000-copy first print run.
It went on to sell millions.
you're gonna need online poker pros
Quant firms are hiring idea guys, not quants
I've been skeptical about the whole - software is commoditized, ideas are the moat argument
But I've seen first hand the best quant and technical firms in the world hire thinkers, liberal arts grads, and generalists
I predict the trend accelerates
Letter from @AQRCapital below
there should be formal grieving clubs for these guys and the victims of Bernie Madoff who had their withdrawals clawed back
dont forget this funny part of the morning from the order route before @Nasdaq made the big boy decision
"we have researched these orders, and they were all executed in line with the market and the clients order instructions/limit prices. As such, we do not see anything that is erroneous."


























