Memory update: Feb 9 daily notes, MEMORY.md updates

memory/2026-02-09.md

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+# 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