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Sumeet

@sumeetbadyal.bsky.social
188 followers 262 following 1.7K posts

Sharing what I’m reading

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Sumeet @sumeetbadyal.bsky.social · 03/03/2026
Always a good data point
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Sumeet @sumeetbadyal.bsky.social · 27/02/2026
fun listen youtu.be/z_pk4eBDaLA
youtu.be
Hard Lessons: Stan Druckenmiller: Invest, then investigate
YouTube video by Morgan Stanley
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Sumeet @sumeetbadyal.bsky.social · 25/02/2026
www.youtube.com/watch?app=de...
youtube.com
John Arnold on Market Edges, AI Energy Demand & Capital Allocation
YouTube video by iConnections
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Reposted by Sumeet
Lou Mannheim @loumannheim87.bsky.social · 25/02/2026
www.citadelsecurities.com/news-and-ins...
citadelsecurities.com
The 2026 Global Intelligence Crisis - Citadel Securities
Citadel Securities is an award-winning global market-maker across a broad array of fixed income and equity products.
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Sumeet @sumeetbadyal.bsky.social · 25/02/2026
I started coding using test driven development and now my agentic coding is also back to tdd. Helps you make clean specific specs and forces you to think through issues clearly.
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Sumeet @sumeetbadyal.bsky.social · 25/02/2026
Infra changing so fast my new eod operation is constructing an up to date architecture diagram daily
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Sumeet @sumeetbadyal.bsky.social · 24/02/2026
been waiting for this had a janky setup with ssh before code.claude.com/docs/en/remo...
code.claude.com
Continue local sessions from any device with Remote Control - Claude Code Docs
Continue a local Claude Code session from your phone, tablet, or any browser using Remote Control. Works with claude.ai/code and the Claude mobile app.
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Sumeet @sumeetbadyal.bsky.social · 24/02/2026
A team really dedicated to improving the encoders si.inc/posts/fdm1/
si.inc
The First Fully General Computer Action Model
We trained a model on our 11-million-hour video dataset. Our model can explore complex websites, complete multi-action CAD modeling sequences, and drive a car in the real world, all at 30 FPS.
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Sumeet @sumeetbadyal.bsky.social · 24/02/2026
Mostly due to data scraping I’m confident ai could build a custom ui for myself that’s fetches and retrieves everything I’d read or browse in the internet that day. Completely custom, read only, safe internet experience
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Sumeet @sumeetbadyal.bsky.social · 24/02/2026
finally got qwen 3.5 plust and opus 4.6 paper trading 100k portfolio
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Sumeet @sumeetbadyal.bsky.social · 23/02/2026
did not realize how cheap qwen is crazy
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Sumeet @sumeetbadyal.bsky.social · 23/02/2026
$DE is up 40% ytd wtf
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Sumeet @sumeetbadyal.bsky.social · 23/02/2026
Theta and vol bleed rough month so far
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Sumeet @sumeetbadyal.bsky.social · 23/02/2026
Unsurprising if you’ve used any of these models www.anthropic.com/news/detecti...
anthropic.com
Detecting and preventing distillation attacks
Anthropic is an AI safety and research company that's working to build reliable, interpretable, and steerable AI systems.
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Sumeet @sumeetbadyal.bsky.social · 23/02/2026
Had very good success with implement this plan using tdd, tdd and tasks. At any open questions or issues present at least 2 options and recomend one then proceed with recommended. Complete this task autonomously without any human intervention
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Sumeet @sumeetbadyal.bsky.social · 23/02/2026
Some interesting points if you wanna tax unrealized gains do it for housing too open.substack.com/pub/campbell...
open.substack.com
The Death of the New Deal
Don't Tax the Builder s
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Sumeet @sumeetbadyal.bsky.social · 23/02/2026
Bruh so much raw hours, thinking and burning of trees for it to basically say yeah what you already built and long $MSFT 12/18/2026 strike 460 is the best way to express MSFT taps $550 by eoy
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Sumeet @sumeetbadyal.bsky.social · 23/02/2026
Some counter balance t.co/U4H3cBq6kj
t.co
https://substack.com/@sleepysol/note/p-188848120?r=mzkef
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Sumeet @sumeetbadyal.bsky.social · 23/02/2026
Multileg options are terrifying why is my downside 131k and upside 315k on a 10k transaction
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Sumeet @sumeetbadyal.bsky.social · 22/02/2026
open.substack.com/pub/citrini/...
open.substack.com
THE 2028 GLOBAL INTELLIGENCE CRISIS
A Thought Exercise in Financial History, from the Future
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Sumeet @sumeetbadyal.bsky.social · 22/02/2026
Been working on a multi leg option trading tool for about 4 days. One of the more challenging things I’ve built with ai
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Sumeet @sumeetbadyal.bsky.social · 21/02/2026
Basically all my workflow now is How does this work Accuracy Speed/ identify bottle necks Parallelization
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Sumeet @sumeetbadyal.bsky.social · 20/02/2026
Interesting library arxiv.org/html/2602.14...
arxiv.org
Factor Engine: A Python Library for Systematic Financial Factor Computation and Analysis
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Sumeet @sumeetbadyal.bsky.social · 20/02/2026
Lots of papers in the last 3/6 months highlighting a context beyond a certain point is mostly for show and the llm cant use all the context efficiently. Found better success clearing frequently and using handoff docs
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Sumeet @sumeetbadyal.bsky.social · 20/02/2026
my best trades this year have just been random country etfs based on political news Long $EWI
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Sumeet @sumeetbadyal.bsky.social · 20/02/2026
I need some sort of bot that takes my screenshots does ocr marks as meme not meme extracts ticker and author and saves in a db with timestamp. My ratio of photos of possible alpha vs wife/dog is way off
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Sumeet @sumeetbadyal.bsky.social · 19/02/2026
neat library github.com/docling-proj...
github.com
GitHub - docling-project/docling: Get your documents ready for gen AI
Get your documents ready for gen AI. Contribute to docling-project/docling development by creating an account on GitHub.
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Sumeet @sumeetbadyal.bsky.social · 19/02/2026
I appreciate how prepared the interviewer. Saved a couple interviews from him to listen to. youtu.be/NpqZ2QVRhYw?...
youtu.be
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Sumeet @sumeetbadyal.bsky.social · 19/02/2026
One thing I’ve wanted to build has been a simple i drag and drop my xray or mri and maybe specific body part or type of xray mri and use some of these open source radiology models to run analysis.
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Sumeet @sumeetbadyal.bsky.social · 18/02/2026
Some of the payoffs on msft to 5 trillion market cap or 700$ by 2028 are insane on the option chain
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Sumeet @sumeetbadyal.bsky.social · 18/02/2026
Nice read valuations.substack.com/p/orange-swan
valuations.substack.com
Orange Swan
The Impact of The Highly Probable
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Sumeet @sumeetbadyal.bsky.social · 18/02/2026
Factor regression more complicated then expected.
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Sumeet @sumeetbadyal.bsky.social · 18/02/2026
This seems better github.com/dmmulroy/clo...
github.com
GitHub - dmmulroy/cloudflare-skill
Contribute to dmmulroy/cloudflare-skill development by creating an account on GitHub.
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Sumeet @sumeetbadyal.bsky.social · 18/02/2026
Interesting instead of a skillsmd use a skills graph. I have about dozen repos and keeping docs concise and uptodate is challenging this seems like a good solution github.com/agenticnotet...
github.com
GitHub - agenticnotetaking/arscontexta: Claude Code plugin that generates individualized knowledge systems from conversation. You describe how you think and work, have a conversation and get a complet...
Claude Code plugin that generates individualized knowledge systems from conversation. You describe how you think and work, have a conversation and get a complete second brain as markdown files you ...
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Sumeet @sumeetbadyal.bsky.social · 18/02/2026
Very impressed with minimax m2.5 as a Claude Code replacement
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Sumeet @sumeetbadyal.bsky.social · 17/02/2026
Dipping my toes in selling calls see how it goes
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Sumeet @sumeetbadyal.bsky.social · 16/02/2026
Thinking of cancelling Claude max plan and using minimax m2.5
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Sumeet @sumeetbadyal.bsky.social · 15/02/2026
~/.claude/settings.json: { "env": { "ANTHROPIC_DEFAULT_HAIKU_MODEL": "claude-sonnet-4-5-20250929" } }
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Sumeet @sumeetbadyal.bsky.social · 15/02/2026
Crazy FYI: for people on Claude Code, your explore and compaction agents are apparently driven by Haiku, and it’s overridable.
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Sumeet @sumeetbadyal.bsky.social · 15/02/2026
Added shorts off of what I thought was a dead cat bounce on Friday in $INFY $CTSH $TEAM $QLYS $ZG
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Sumeet @sumeetbadyal.bsky.social · 15/02/2026
Bruh jobs got revised down a million.
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Sumeet @sumeetbadyal.bsky.social · 14/02/2026
Working on building a tool that goes through my substack x blue sky and other feeds, stores post by user with ticker and a bullish or bearish flag. Fetches atm calls/puts 30 day expiry. Goal is to find sources with high hit rate add alerting and actionable trades
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Sumeet @sumeetbadyal.bsky.social · 14/02/2026
Having a hard time finding a scenario where I shouldn’t allocate a meaningful amount of retirement account in $MSFT
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Sumeet @sumeetbadyal.bsky.social · 14/02/2026
Should i be long bonds and $TLT as a rate cut beneficiary and deflationary hedge. Time to pull out the bond book by anette thau
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Sumeet @sumeetbadyal.bsky.social · 13/02/2026
Time to learn put debit spreads
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Sumeet @sumeetbadyal.bsky.social · 13/02/2026
Openclaw secure equivalent. github.com/nearai/ironc...
github.com
GitHub - nearai/ironclaw: IronClaw is OpenClaw inspired implementation in Rust focused on privacy and security
IronClaw is OpenClaw inspired implementation in Rust focused on privacy and security - nearai/ironclaw
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Sumeet @sumeetbadyal.bsky.social · 13/02/2026
Mr.market kicking my ass so far
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Sumeet @sumeetbadyal.bsky.social · 11/02/2026
Not sure how much to allocate but by Monday at the latest Opus 4.6 will manage 5-15% of my book. Almost completely autonomously. Nightly job asking it what other data would be helpful then it builds a pipeline to fetch store and query it efficiently
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Sumeet @sumeetbadyal.bsky.social · 11/02/2026
After reading more and more into Korea thanks to the lovely people in Bluesky decided to stick to $GOOG and $ZM to get my anthropic exposure
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Sumeet @sumeetbadyal.bsky.social · 11/02/2026
Cloudflare might be my first executed trade ever. Took a profit but man money left on table. I blame the redeye
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