# 2026-02-09

## Market Watch Launch Day
- GARP paper trading simulator went live
- 9 AM systemd timer fired but crashed (scanner returns list, code expected dict) — fixed
- Manual run at 10:49 AM — **7 positions opened**:
  - DUOL (57 shares @ $116.35)
  - ALLY (156 shares @ $42.65)
  - JHG (138 shares @ $48.21)
  - INCY (61 shares @ $108.69)
  - PINS (332 shares @ $20.06)
  - EXEL (152 shares @ $43.80)
  - CART (187 shares @ $35.49)
- ~$46.5K deployed, ~$53.5K cash remaining
- Portal live at marketwatch.local:8889
- Multiplayer game engine working — "GARP Challenge" game created

## Super Bowl Results (from last night)
- Seahawks 36, Patriots 13
- kch123 copy-trade sim: ALL 5 positions won, +$728 on $1K bankroll (+72.8%)
- kch123 himself probably cleared ~$2M profit on this game
- Two weeks straight of wins for kch123 (60-0 last week + Super Bowl sweep)

## Craigslist Account (from yesterday)
- Registered: case-lgn@protonmail.com, Nashville area
- Password set, credentials saved to .credentials/craigslist.env
- User ID: 405642144
- D J not ready for listings yet (needs photos)

## D J Interests
- Looking at queen Murphy beds on Craigslist
- Wants to get rid of an old mattress (options discussed: Metro Nashville bulky pickup, free CL listing, dump)
- Interested in Olympics men's hockey (USA in Group C, games start Feb 11)
- Expanding analysis beyond Polymarket into crypto and stocks
- Goal: find market gaps to offset AI service costs ($200/mo Claude + infra)
- Getting crypto signals on Telegram, wants to forward them for analysis
- Asked about Tiiny AI (kickstarter AI hardware, 80GB unified memory, NPU) as potential Claude replacement

## Stock Screener Built
- GARP filters automated via yfinance (free, no API key)
- S&P 500 + S&P 400 MidCap scan (~902 tickers)
- Initial S&P 500 scan found 4: BAC, CFG, FITB, INCY
- Expanded scan found 22 total candidates
- Top non-bank picks: PINS, FSLR, PGR, NEM, ALLY
- Deep dive sub-agent ran on all 4 original picks

## X Post Analysis: @Shelpid_WI3M / anoin123
- Wallet 0x96489abc... is real, +$1.59M PnL, 216 trades
- BUT: concentrated single-thesis bet (NO on Iran strikes), not diversified alpha
- Post is a shill for PolyCopyBot (Telegram copy-trading bot)
- Verdict: real wallet, misleading narrative, exists to sell bot subscriptions

## Tiiny AI Analysis
- 80GB LPDDR5X, ARM + NPU (160 TOPS), 18-40 tok/s, 30W
- Kickstarter vaporware — doesn't exist yet
- Would blow away D J's current 22GB VRAM setup IF it ships
- Recommended waiting for real reviews, not pre-ordering

## Lessons
- Scanner run_scan() returns list, not dict — caused systemd crash on first real run
- Always test the full pipeline end-to-end before relying on timers
- yfinance is reliable and free for fundamental data, no API key needed
