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On April 23, 2026, the Knicks suffered a loss in Atlanta. What happened next? They won 11 straight (5th team in NBA history to do so in a single postseason), own the best point differential over an 11-game stretch (regular season or playoffs, +262), and haven't lost in over a month 🤯

Micron is better positioned than both Samsung and SK Hynix in building out the memory-compute platform. - SK Hynix has the best current HBM execution and the tightest Nvidia relationship but it is geographically concentrated, not full-stack, and more exposed to any AI capex slowdown. - Samsung has the most raw resources and broadest technology portfolio but has lost HBM share in the past, has inconsistent execution, and its conglomerate structure creates strategic diffusion. - Micron has the most durable structural positioning for a 3-5 year platform transition: the only full-stack U.S. memory supplier, with SOCAMM2 competition rights, hyperscaler co-design relationships, broadest IP portfolio and the geopolitical moat that neither Korean player can replicate. $MU $DRAM

🚨 Claude Code made me 6 trading bots in 15 mins In the US alone, emotional retail traders lost more than $1.8 billion on liquidations While billions of amateur traders were staring at charts, overtrading, and getting wrecked on fees, a quiet group of algorithmic traders treated prediction markets like a hyper-liquid data engine They didn't guess outcomes -> they knew the structural price gaps in advance Here is how they did it, and why manual trading is completely dead: It's all about removing emotion and deploying cross-market statistical arbitrage Linear Spread Cointegration Formula: S_t = P_P,t - β * P_K,t - μ Ornstein-Uhlenbeck Continuous Dynamics Formula: dS_t = θ(μ - S_t)dt + σ dW_t Euler-Maruyama Discretization (MLE Calibration) Formula: S_t_i = S_t_i-1 * e^(-θΔt) + μ(1 - e^(-θΔt)) + ε_t Level 1 Order Book Imbalance (OBI) Formula: I_t = (V_b(t) - V_a(t)) / (V_b(t) + V_a(t)) Volume-Weighted Micro-Price Prediction Formula: P_micro(t) = P_mid(t) + I_t * (Δspread / 2) Cross-Venue Predictive Signal Optimization Formula: ΔP_Kalshi(t + δ) = f(I_Polymarket(t), P_micro,Polymarket(t) - P_micro,Kalshi(t)) In the era of advanced AI, the winner is not the one who guesses the score, but the one who lets automated systems execute with absolute patience and discipline. AI does the hard parts now -> you don't even need a CS degree to build this The full behind-the-scenes live system build is now available to the public 📝

韓国の予約って本当に遅刻できない ここ数日ずっと大移動してたら、気づいたらちょっと痩せたかも(?) 🥹✨ Appointments in Korea really can’t be late at all 🤣 I’ve been speed-running everywhere these past few days, and I think I secretly lost a little weight(?) 🥹✨

Memorial Day leads me to 1) have a great time with family and friends, barbecuing, and listening to good music, 2) reflect on wars in general and those who lost their lives to protect us and our system, and 3) reflect on our country's principles. I am deeply grateful to those who lost their lives or were harmed in the service of protecting our ability to live in our unique way that is a function of our unique principles. I try to remind myself what those principles are that we have fought and are fighting for—democracy, free speech, equal opportunity, being the land of the free and home of the brave, etc. That leads me to wonder whether (and doubt that) most Americans could now agree on the principles that bind them and are worth fighting and dying for. Frankly, I am having a tough time reconciling what is now happening with what I grew up learning mattered most and what brought about true American exceptionalism—values that included equal opportunity, rule of law, freedom of speech, diversity of thinking, democracy, openness to good immigration, etc. I really think that we could use a clarification of—perhaps even a referendum about—what our principles are and then what KPIs and surveys can show how we're doing living up to them. Memorial Day also leads me to reflect on the wars that have occurred repeatedly throughout history in all countries at a scale that, thankfully, few of us living have experienced. While, thanks to the heroic efforts of those who protect us, these major conflicts haven’t happened to most of us in our lifetimes, an objective observer would have to wonder whether such a conflict could happen to us or our children or our grandchildren, which reminds me that we need to focus on principles and ways of operating that will help us avoid such fights. Then I reflect on all this reflecting I'm doing—and how it’s taking my attention as away from my Memorial Day barbecuing picnic with friends and family which reminds me that I need to prioritize better. Cheers!

What place is there to see our lost land? Full of view is North Tower. Through the ages how many dynasties rise and fall? So long, so long! The endless Yangtze rolls its waves along. —— Xin Qiji