63 lines
2.7 KiB
Markdown
63 lines
2.7 KiB
Markdown
# 2026-02-09
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## Market Watch Launch Day
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- GARP paper trading simulator went live
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- 9 AM systemd timer fired but crashed (scanner returns list, code expected dict) — fixed
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- Manual run at 10:49 AM — **7 positions opened**:
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- DUOL (57 shares @ $116.35)
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- ALLY (156 shares @ $42.65)
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- JHG (138 shares @ $48.21)
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- INCY (61 shares @ $108.69)
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- PINS (332 shares @ $20.06)
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- EXEL (152 shares @ $43.80)
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- CART (187 shares @ $35.49)
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- ~$46.5K deployed, ~$53.5K cash remaining
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- Portal live at marketwatch.local:8889
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- Multiplayer game engine working — "GARP Challenge" game created
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## Super Bowl Results (from last night)
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- Seahawks 36, Patriots 13
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- kch123 copy-trade sim: ALL 5 positions won, +$728 on $1K bankroll (+72.8%)
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- kch123 himself probably cleared ~$2M profit on this game
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- Two weeks straight of wins for kch123 (60-0 last week + Super Bowl sweep)
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## Craigslist Account (from yesterday)
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- Registered: case-lgn@protonmail.com, Nashville area
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- Password set, credentials saved to .credentials/craigslist.env
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- User ID: 405642144
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- D J not ready for listings yet (needs photos)
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## D J Interests
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- Looking at queen Murphy beds on Craigslist
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- Wants to get rid of an old mattress (options discussed: Metro Nashville bulky pickup, free CL listing, dump)
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- Interested in Olympics men's hockey (USA in Group C, games start Feb 11)
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- Expanding analysis beyond Polymarket into crypto and stocks
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- Goal: find market gaps to offset AI service costs ($200/mo Claude + infra)
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- Getting crypto signals on Telegram, wants to forward them for analysis
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- Asked about Tiiny AI (kickstarter AI hardware, 80GB unified memory, NPU) as potential Claude replacement
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## Stock Screener Built
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- GARP filters automated via yfinance (free, no API key)
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- S&P 500 + S&P 400 MidCap scan (~902 tickers)
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- Initial S&P 500 scan found 4: BAC, CFG, FITB, INCY
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- Expanded scan found 22 total candidates
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- Top non-bank picks: PINS, FSLR, PGR, NEM, ALLY
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- Deep dive sub-agent ran on all 4 original picks
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## X Post Analysis: @Shelpid_WI3M / anoin123
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- Wallet 0x96489abc... is real, +$1.59M PnL, 216 trades
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- BUT: concentrated single-thesis bet (NO on Iran strikes), not diversified alpha
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- Post is a shill for PolyCopyBot (Telegram copy-trading bot)
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- Verdict: real wallet, misleading narrative, exists to sell bot subscriptions
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## Tiiny AI Analysis
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- 80GB LPDDR5X, ARM + NPU (160 TOPS), 18-40 tok/s, 30W
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- Kickstarter vaporware — doesn't exist yet
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- Would blow away D J's current 22GB VRAM setup IF it ships
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- Recommended waiting for real reviews, not pre-ordering
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## Lessons
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- Scanner run_scan() returns list, not dict — caused systemd crash on first real run
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- Always test the full pipeline end-to-end before relying on timers
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- yfinance is reliable and free for fundamental data, no API key needed
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