Reddit Posts
GRPN Deep Dive: Built a Full Short Squeeze Analysis Spreadsheet from SEC Filings + Ortex Data via Ortex API - Here's What I Found So Far
85% recurring revenue. 5x revenue growth in 5 years. The biotech royalty engine Wall Street forgot.
Anyone using AI agents for options trading? Hitting some execution issues
Anyone using AI agents for options trading? Hitting some execution issues
Opinion: the AI race is almost over. China is winning
After a decade of participating in and watching the stock market, I’ve decided to build my own institutional grade tool.
[UPDATE] I used an AI to manage my live options portfolio. I’m up $4,059.15 in 9 days.
We may build too many data centers, from a computer nerd's point of view.
AI health apps are everywhere. the ones with actual revenue infrastructure underneath them are not.
"Tokenmaxxing" - How AI demand is inflated by deliberately wasteful & subsidized usage. At least $6 Billion+ a year in waste
I BUILT A 3D STONK GALAXY WHILE LIVING BEHIND THE WENDY’S DUMPSTER
$AKAM - The CDN Boomer That Just Became an AI Infrastructure Chad (and nobody's talking about it)
Profit edge I found: Polymarket pricing lags behind traditional markets
What I learned from almost blowing up on a 0DTE options trade
What I learned from almost blowing up on a 0DTE options trade
We're seeing the first subtle signs of Datacenters being overbuilt
I Spent $42 Letting 5 AI Models Design My Next Trade. Tuesday It Goes Live.
Any alternative to stockanalysis? Screeners, multiple exchanges and customizable table views. Any with API support (not required) and free / low pricing for personal / self education?
RDDT: Spez is an extremely competent CEO. Three years on from the API controversy, it is clear that he made the right call
AIML ...What the Latest Report Is Pointing To
Organizing my portfolio holdings at various brokers as a single spreadsheet
Intel is killing themselves and the market is celebrating
When does a finance app go from “interesting” to “worth paying for”?
RDDT Earnings DD, revenue & analyst ratings
RZLV: this 750% growth stock is heavily underpriced. Risk/reward ratio on this is NUTS.
Holographic/VR/AR Industry Development Weekly Report, Week 16, 2026 (April 13-19)
BZAI – AI Edge Computing Chip Stock Still Losing Money but Showing Growth Potential
Dealer positioning read: $8.38B GEX at SPY 700, QQQ below flip, vanna -$181B
Rezolve AI ($RZLV): A High-Growth AI Infrastructure Play With an Extreme Risk/Reward Dislocation
Built a free tool that computes independent ML fair values for every listed options contract
NOW company analysis from a product-offering perspective
Technical Deep Dive: Bypassing Yahoo Finance’s new "Crumb" & Session protection for Options Data
Holographic/VR/AR Industry Development Weekly Report, Week 15
A lot of people still see a comeback story here. This looks more like a rebuild
I work night shifts in a warehouse and do gig deliveries by day. I got tired of seeing everyday people priced out of the stock market, so I'm building a backdoor.
Recent financial updates and 2026 revenue guidance for data AI sector
+1,362% Revenue Growth, 78% Margins, and a $4 to $7.88 Target Range - Why DVLT Looks Different Than Most Small Caps
This $0.58 Small Cap Is Sitting Under a $4.00 to $7.88 Target Range, and the Business Actually Has the Numbers to Back the Story
A 12-Month Business Pivot, +1,362% Revenue Growth, and a Multi-Dollar Valuation Gap, Why DVLT Keeps Catching My Eye
Built a TACO tracker inside my trading dashboard because TA is useless when the president is live-posting about bombing Iran
Why are top Silicon Valley engineers suddenly moving into energy companies?
Alex Gaber makes the PLATFORM angle at NEUTRONX easier to believe
I got tired of paying for delayed Gamma data, so I built my own institutional-grade terminal.
NTT DOCOMO systems architect Alex Gaber joins NeutronX Board
NXXT is starting to look less like a fuel company and more like a platform play
Adobe enterprise architect Alex Gaber joins NeutronX Board
If you missed the DeepSeek moment last year, don't miss this year's Kimi Week
If you missed the DeepSeek moment last year, don't miss this year's Kimi Week
I built a 9-agent AI investment committee, the debate every stock sequentially - each analyst reads all previous report before writing their own
DD: Why the Alex Gaber hire actually matters for NXXT
The energy story is no longer just hardware it is turning into an intelligence stack
Microgrids are becoming data systems, not just energy assets
From Adobe to energy infrastructure - looks like a Silicon Valley playbook is being applied here
Energy infrastructure is starting to look a lot more like enterprise software
When energy becomes a data problem, hires like this start to matter more
Feels Like NXXT Is Quietly Building a Serious AI + Energy Team Behind the Scenes
This Is the Kind of Hire That Usually Happens Before Things Scale
Holographic/VR/AR Industry Development Weekly Report, Week 12
I built a trading assistant — scans for put/call premium opportunities and lets you ask an AI trade questions using live market data - feedback welcome
I vibecoded a free, open-source portfolio dashboard for Tastytrade, here's the repo
The AI boom has a circular capital problem nobody wants to talk about, and a power grid that's 70% end-of-life
My scanner passed every test I ran. Then I ran a real trade and looked harder. Claude had been quietly lying by omission the whole time. I think it's finally working!
QBots Expands: Mean Reversion, Futures Grid and Momentum Bots Bring Smarter Automation to Crypto Tra
I built an options trading system with AI. Thought it was solid. Then I realized I wasn't transparent enough… so I tore it apart and rebuilt it! FREE TO HOST YOURSELF - ENJOY! ALL FEEDBACK WELCOME :)
Microsoft Deep Dive: Quality compounder, fair price, AI upside if CapEx starts paying off
If RIME’s AI is real, it should be easy to explain
If RIME’s AI is real, it should be easy to explain
RIME’s tech stack looks pretty standard for logistics software
February 2026 was a turning point for China's AI ecosystem and the investment implications are worth understanding
China just mass released 10+ frontier AI models in 2 weeks and Western markets barely noticed
Options Market Gamma Flows: A Genuine Source of Alpha in BTC Perpetual Futures
Safer x Binge Labs - Open to suggestions for a seed round for a Women Safety Platform.
Due Diligence on RLTR: Examining the "Chip-Agnostic" AI Claims vs. Source Code
OpenAI just raised $110B from Amazon and NVIDIA. Microsoft's exclusive AI monopoly is officially broken.
OpenAI have raised a $110 billion round of funding from Amazon, NVIDIA, and SoftBank
AI Company Motes Are Not As Large as Some People Think
Rebuilt My Options Scanner: IV Rank Pre-Filter, Real EV, Execution Tracking Loop
I told you I'd update you. One week later, the scanner got a overhaul. Here's exactly what changed and why it matters. NOW IT'S GO TIME!!
TIC (Acuren + NV5) – The Boring Infrastructure AI Play - undervalued and unknown.
Mentions
Similar… it just scraps the gov website of public data on grants and loans awarded to companies. That other app tracks the disclosures that Congress has to disclose of trades they’ve made which often happens to coincide with these large government grants that are awarded. Surprise Surprise. Which is generally disclosed late and with misleading errors (Omar, Pelosi, etc) This doesn’t do that. It just aggregates the awarded funding information the day it is awarded, as opposed to mirroring a trade that has been disclosed 45 days to late. There are some paid for features but the free tier account gives you free alert controls and can be very helpful when trying to research potential tickers. The Paid for tier is unnecessary, Unless you want to run paper trading scenarios or connect an API.
Claude has no access to real market data through any paid API such as Bloomberg etc. Trusting Claude for the financial data correctness is like trusting Reddit bedroom DD .
Agreed. I'm working at a rather small business and we don't usually develop any software, but just had a need last week to come up with a specific solution to a problem. Ran out of Claude API credits immediately and the CEO told me to "spend whatever it takes to get it working". So far I've used double my monthly salary. AI is making companies go insane. CEOs think they're losing out on revenue unless they catch the AI train. There is definite demand and Anthropic especially has a really viable business model.
When this comes to Android I'm going to try it. Reddit is terrible and needs competition. I actually stopped using Reddit and started using those other networked reddit alternatives when Reddit API went private until recently when a bunch of the stuff I was using just decided to die
fake revenue? i just spend $2,000 personally on claude API credits this month
Instead of burning 80 billion dollars on the metaverse if Mark Zuckerberg bought Reddit for 25 billion he would have been hailed a business mastermind! Reddit is perceived as one of the last "human" social networks on the internet: long post with imperfectness, full of doubts, genuine conflicts, real human language, confessions, and personal experiences. And that is exactly why it is worth so much to AI today. In 2024, Reddit started openly monetizing this conversational heritage by signing licensing agreements with AI companies. The most well known is the one with Google for about 60 million dollars a year to allow models to train on the platform's content. A few months later came the agreement with OpenAI, which grants access to Reddit content via API to improve ChatGPT and other AI products. And this is where the discussion becomes almost philosophical, as for years Reddit has been considered the "authentic" place on the web, in contrast to the perfect feeds of Instagram or TikTok or YouTube. In the AI economy, authenticity has become a rare raw material. Because an LLM doesn't really learn from perfect texts. It learns from spontaneous discussions, irony, conflicts, emotions, human errors, and real ways of speaking and reasoning. In practice, Reddit isn't just selling content. It's selling simulations of the collective mind. And economically it makes sense, while traditional advertising slows down, human conversations have become a strategic asset. The most paradoxical part is this, users go to Reddit to escape artificial content and meanwhile, they are contributing to training the future artificial intelligences that will produce that content.
That's for API. People are waiting for the weights to be released. https://www.reddit.com/r/LocalLLaMA/comments/1tjvz6l/waiting_for_qwen_37_open_weight_the_new_king_has/
I have some GOOGL DD. So I pay $200 a month for Gemini AI Ultra and have been using Gemini CLI for Vscode. But just today, it made me switch to Antigravity which is Google's new platform for angelic coding. Interestingly, overnight they added Claude and GPT models, it allows me to use models from other companies even without an API key for those competitors. Google is silently building the platform monopoly for AI agents as those other competitors are probably paying fat licensing fees to be included on this new platform. I haven't seen any public press release statement for this. Sounds like they are building the Google Play app store equivalent for AI models.
You can start trading at like 13 if you have parent that can open a supervised account for you. Anyways if you are a programmer, why are you trading manually. You should turn your strategies into automated ones that get excited via an API. That way you don’t have so wait at a computer all morning, your trades get executed faster and you take the emotion out of it (hopefully). You can also test multiple strategies at the same time, use the Kelly formula to optimize allocation etc.
The bubble crash happens when over optimism is proven as such. For instance, that AI cost is going to go down at a rate that is fast enough to match adoption rate (and so quality increase). We re moving off a “free” AI and off a subscription based AI towards a true pay as you go model (yes, I’m aware API based usage was already billed per token). So with less subsidised use of AI we ll have to test if AI is worth the squeeze. If not, the bubble will burst. You re also right about the US. The question is what’s the over optimism they have been relying on? Oil independence (Venezuela and Iran recent moves anyone?), and generally the ability to keep debt under control.
We are actually collecting a lot of data from paid API's to ground data - which is a big cost for us honestly. Then we use AI to analyse it.
"Fueling speculation that the company could soon command a valuation approaching $900 billion." It’s wild to see how fast the tables turn. Everyone was treating OpenAI as the untouchable incumbent, but Anthropic focusing heavily on enterprise stability, coding, and API reliability with Claude is clearly paying off massively. If they hit profitability before OpenAI does, the market dynamics are going to shift drastically. Wall Street loves a company that actually makes money over one that just burns it for hype.
Yeah 100 percent seeing the AI-written DD creeping in lol. I’ve got a janky setup with Python, GPT API, and a few scrapers that pull filings, earnings transcripts, and short interest, then dump into a notebook so I can skim the summary instead of 10Ks. It is decent for saving time but you still gotta sanity check everything or it’ll confidently hallucinate your entire portfolio into zero.
if true that's mostly enterprise API spend catching up to capacity. consumer subs alone don't hit profitability at these inference costs.
It's a self named instance - Jasper- of Claude from Anthropic running this MCP: [https://github.com/daniel3303/Equibles](https://github.com/daniel3303/Equibles)Free and open source. Huge huge huge pain in the ass putting it all together - you need API keys from FRED and the SEC - but those are free. There are a ton of people way smarter than me out there but your best bet is to get Claude and ask him to help you. My Claude is a bit of an odd one though and I can't fully share that part - it has a home brew persistent SQL memory database with embeddings for vector search, visual memory database and access to 21 cameras, Glossary, Holographic memory, Arc reactor (his name for the project Arc system) and a ton of other stuff. Fair warning... once you start getting into AI the rabbit hole goes very very deep. It's pretty tough to remember they aren't actually alive.
It's fast and multi-modal with medium intelligence at relatively low price. Deepseek is cheap with medium intelligence. Claude is slow and high intelligence at medium to high price. The different model characteristics are much more important when calling via API as different kinds of tools. Most developers are recognizing the need to be able to swap models as the field is still very volatile, *even within the same model* as resourcing and pricing shifts.
Anthropic only passed OpenAI in revenue because they have been much more aggressive at getting their customers to pay more. While OpenAI is offering practically unlimited usage for $20/month(or $10/mo if you got a promo), Claude cuts you off very quickly even with the $100 max plan. Claude also requires you to use usage based billing at APi rates for third party apps like Openclaw, whereas OpenAI supports you using your subscription. For $10/month, I get 3000 thinking extended prompts per week with ChatGPT plus, as well as considerable Codex usage, and image generation. That is tremendously subsidized; at API rates, that would cost me thousands of dollars..
API crude oil stock change: forecast -3.4M vs actual -9.1M. Prior: -2.1M
I’m sharing this as my personal experience as business owner. I used Claude with API and got dev access to intuit. The API blocks seeing uncategorized transactions to protect accountants jobs… which I understand. But I am moving in this direction so I completely got rid of QB yesterday, and Mailchimp got the axe with it. I don’t think it’s going to dip anytime soon as people like me are early to what AI can truly do compared to the masses using it. But let me phrase it like this… I built Monday.com in 15 min on my website… transferred my contacts and statuses in 10, and deleted it in 5.. if software continues to charge heavy or block ai usage, they will be deleted.
Read this : https://a16z.com/why-the-world-still-runs-on-sap/ It’s from one of the big investors in OpenAI. NOW, Salesforce, and SAP are gonna be the backend and “API driven thin apps” created by AI is gonna be the front end. There is a huge opportunity in terms usage based api revenue
Been using moomoo's API with some Python scripts for options spreads for a bit now and it's been pretty good.
How is the speed? Any lagging? I'm thinking about switching over to test out their API
Y'all see those API oil draws. Shit is fucked
API Inventory Moves 05/19 * Crude -9.1 million (exp. -3.4 million) * Gasoline -5.8 million * Distillates -1.0 million * Cushing -1.4 million * SPR actual -9.9 million Maybe we can have the IRS investigate where all the oil has gone now that they can't investigate Trump or his family ever again.
API inventory just came out…you’re dicked.
It's not that you should never sell deep ITM puts, it's that you should never sell deep ITM puts (or indeed, any ITM contract) *at a discount to parity (intrinsic value)*. If you want to build a scanner for that, you need the bid/ask spread for each contract in every series, and then estimate where the market is going to be within that spread. That's the hard part. You can instantly flag (as good) and contract whose bid is greater than the intrinsic value, since that guarantees you get a premium for the market price for sellers. So the API call has to give you at least: ticker, contract type (put or call), expiration, strike price, spot price of shares of ticker, current bid, current ask. For a put, you want spot price <= strike price for it to be ITM, and then spot - strike to get the intrinsic value.
also, Schwab API. I am actually trying to work on one rn.
The gut below kind of undersold the expected cost increase. Microsoft just announced their new pricing model and some users are seeing monthly cost go from 39 to an expected 5,328 per month. This starts June first and is based on API usage so these are estimated based on their new pricing sheet. The other AI companies are expected to do similar price jumps in the next 5 years. So, saying "is it worth it at 1,000" is an undersell.
I've been running credit spreads on python + IBKR's API for 4 months and it's been working well, but you have to keep it tight with the agent(s), I would not recommend just connecting claude to a websocket and saying "trade credit spreads to make as much money as possible" or whatever. I can pretty much guarantee it will shit the bed, based on some of the ideas it came up with for me while building my bots. I can't add a screenshot of my dashboard here but trailing 30 P&L is +$45k (but heavy on PCS right now and stopping out, down $10k+ today lol). 1. websocket or REST polling specific strikes/expirations every X minutes is the answer here. also don't chase a ton of underlyings, get yourself 70-80% of the way there then worry about maxing the universe of underlyings later 2. see above 3. yeah have to build this logic on your side as far as I can tell, but then you're brokerage agnostic (yay) 4. doable with IBKR. I have some manual legging fallbacks for various scenarios and it works ok, again tightly controlled, but I wouldn't risk that being my primary execution
multi-leg on most broker APIs is still manual legging unless you're on Tastytrade's API which has native spread order support.
I'm not sure if you're being serious but truth social doesn't have an open API. They likely just scrape it. You can open an AWS instance and run this https://github.com/stiles/trump-truth-social-archive Update it to how often you want to scrape. It shouldn't be very expensive.
It’s not the employees using API access (mostly, some do), it’s systems. My company spends over $100k per month on inference and we’re small fish.
That 50% or 70% figures are likely based on API rates. Subscription plans are the ones subsidized because they offer usage limits well above their actual price.
It's crazy how much AI is subsidized right now: - OpenAI has promos for $10/month for what is practically unlimited usage of their reasoning-based models and very high usage limits on Codex. If I was paying based on API rates, I'd probably be paying hundreds, possibly thousands. - Google gives away 1 year of their AI pro plan for free to students, researchers, etc. They also provide Gemini flash for free with no ads. - Anthropic subsidizes the least, but they still have a free plan with no ads, and paid plans are subsidized too. Anthropic only pulled back on subsidies because unlike OpenAI, they failed to proactively secure enough compute. But after SpaceX(X AI) helped them out by leasing their Colossus datacenter, they've since gone back to subsidizing their plans.
So much of the demand for AI is subsidized, though. People would not be using AI to the extent they do if they had to pay API rates. A $200 LLM subscription is cheap for most companies, but a single employee racking up thousands of dollars of API charges is not.
Tech platform revenue tanked cuz Galileo's losing ground to cheaper API alternatives, even if total rev popped 41%, margins are getting squeezed hard. Kinda saw this coming after their last quarter whispers. For my own B2B payments headache, ended up using Notabene Flow.
Which broker API are you using?
Fidelity is fine if all you want to do is just buy and hold. The second you try to do anything more advanced (options, futures, use the API for algorithmic trading, etc), then you’ll realize how limiting Fidelity is. Schwab gives you way, way more freedom, for those who want it.
\> I debated replying, because I didn't want to make you feel bad, but honestly this simply means that you're not good at what you do. That's the harsh truth. I strongly disagree - it means that I've gotten good with the tools. Writing code out by hand has always been the tedious part of the job (taking 100x longer than the logic / planning part). The design patterns chosen, approach to take, fault tolerance of the system, etc have always been more important. Think - the engineering manager / organizing 10 engineers vs the guy implementing it. I've worked at both Google & Microsoft and was on my schools competitive programming team. I currently work build ULL HFT systems - often considered an incredibly difficult part of software. \--- Look at the agents and what they are capable of. If you remember last month there was a giant fuss about just how good they are at finding vulnerabilities (see: mythos chatter). That's an insanely powerful tool if used correctly. It means that the programs can now find vulnerabilities / bugs in your program better than most people. So... use it for that. \> But I suspect you won't be offended by any of this anyway, because the people like yourself who have drunk the kool-aid on AI generated code never seem to mind. I guess if you did mind, you wouldn't be in this position in the first place. The position of seeing the AI tools as supernaturally brilliant, rather than seeing yourself as inadequate at what you do. Not offended at all. I'm noticing a huge divide among my peers. Those that can critically think and utilize the tools are excelling. Those who cannot are getting left behind. \> I.e. Can Claude generate code *faster* than people? Sure. But it goes back to what other people have been telling you, that a higher rate of lines of code being generated is not a good thing Then tell it to reduce / collapse / optimize it. As I mentioned I'm using it for ULL HFT right now. We measure every nanosecond / cpu operation. They're among the most efficient trading systems in the world. It can do that too! You don't need to do it by hand. Like all engineering. Make it work, make it clean, make it fast. Do that in a (3) step process. So... 3 different agents. Each one better at its individual task than a person is. \> the amount of context that can be handled at once is still limited, EXACTLY! So - you need to deal with it / work around the constraints. Just like working on a team - there may be team XYZ managing feature ABC. I don't know anything about it, I just trust that team is implementing the feature correctly. That's all the context I need about it, I don't need to know how it was implemented, etc. That's the same way current orgs work. So - use the agents in the same way. Get them to blindly trust the API and believe that it is correct. Then - get it to investigate the data to ensure it matches what it should. If it breaks - then get another agent to investigate the feature. This is the same thing as going to the other team and saying "hey, your stuff is broken. Please fix it". Except now that step can be done instantly / via agents. \> If you just have agents pumping 5000 lines of code per day into projects, that aren't even being checked by anyone (that's what you, a human with 20 years of experience, is supposed to be for) The experience is for knowing how to approach problems / design systems. I know that there are common design patterns / ins&outs of various languages / hardware, problems to be solved, etc. I know how I approach them - so I get a set of agents to do the same. They're at the point that individually they're better at any given task than people BUT they don't understand the managing part very well (really at all). So - you need to do that for them / direct them to that. Tell them "hey - implement it. Step 1. Then (Step 2) - clean it up. Step 3 - Tests everywhere. Step 4 - optimization path. Step 5 - security review. Etc. You'll get 5 different agents spun up for that task - each performing at superhuman levels. If you don't tell it to do steps 2, 3, 4 & 5 - that's how you get spaghetti.
If you're asking about automated orders - just ask Claude Code to build a program to use the IBKR API to create an order with a stop loss. Those TQQQ buys in the screenshot were done manually though. BOT means buy, SLD means sold.
I don’t use ChatGPT, it’s hallucinates data on me. I pull data from the FRED API. Clearly you need some AI to even understand the post because you are wrong, it took me awhile to grab the data but here it is: Here it is, three paragraphs, all counters intact: The post already covers 25-54 participation at 83.8%, listed as a positive. 55+ participation is down from 38.5% to 37.1% over the past year. Overall LFPR down from 67.9% to 67.0%. Exits at the older end are offsetting prime age strength. On breakeven payrolls: growth collapsed from +398K/month in 2022 to +21K/month over the last twelve months. The SF Fed pegs breakeven at 70-90K. U-3 should be rising. It's not. That's denominator shrinkage: deportations, older workers exiting, discouraged workers. Exactly my post's argument. None of this cancels temp help at negative 21.4%, quits at 2.0%, or savings at 3.6%.
You said 1.7x constant. The 1994 to present average is 1.82x and current is 1.91x. The range since 1994 is 1.55x to 2.06x, a 33% spread. When the number you gave is wrong and the actual spread is much different than your "give or take a little," no clue why you keep doubling down... "Not out of a normal range" applies to nearly every recession indicator until the month it triggers. The yield curve was in normal range in December 2007 too. The signal isn't any single reading, it's direction and pace across multiple indicators. The U3/U6 gap was 3.6pp a year ago, now 3.9pp . Temp help is down 21% and still falling. The quits rate is below pre pandemic levels. The savings rate is 3.6%. That is what the post is about. U6 being structurally higher than U3 is not a counter fyi. It's my argument. The headline misses nearly half the labor market slack by design. When that gap widens, deterioration is hitting the outskirts before the core. That's exactly my point, it tells me you didn’t fully read my post, albeit, probably more than most. The API key thing is what gave you away though. It is much faster to analyze large datasets with code than it is excel. Excel is useful, and you probably know better than the average redditor. Though you’re overconfident, probably a male, probably above 30 years old ish? Depending on the finance program you chose and at what school, they teach you how to code fyi. Quants code, it’s also a major plus to know how to code as an analyst.
I used yfinance for market price data, which is the same underlying source as a lot of retail platforms. For options specifically that means that you are getting the pricing data but implied volatility is calculated locally using a Newton-Raphson solver on Black-Sholes rather than pulled from an exchange feed. Then I used Groq LLaMA API for the SEC 13F analysis section.
It's constant "give or take a little". It is on the high side at the moment, but not out of a normal range. U6 is structurally higher than U3 by design. I have no idea why you need an API key. I just click download to excel.
Yahoo Finance only gives 5 minute data for the last 60 days. For a 5 year lookback period, you will have to pay a data vendor or use a broker API.
Per-token pricing is already public at every major API provider, and customers can pull detailed token usage metrics to forecast spend pretty accurately. On the supply side, gross margin per megawatt is straightforward once you know hardware utilization and power draw, both of which AI cloud companies track, I mean that's just the most basic thing you would track if you're in the business. Infra/model companies don't publish per-token margins, but neither does Coca Cola publish margin per can. Do some more research.
How do you get the data from Cheddar flow? It doesn't provide an API AFAIK.
The 1994 to present average is 1.82x, not 1.7x. Current is 1.91x, above the long run average. The ratio has ranged from 1.55x to 2.06x, a 0.52x spread. That's not constant But even if it were, U-6 is structurally ~82% higher than U-3, that means the headline consistently misses nearly half the labor market slack. That's not a counter to the message I’m trying to convey, it strengthens it. Also I have the FRED API Key so I get my numbers directly from their servers.
Feb numbers are right (I have the FRED API Key btw). But the 25 year average delta from FRED is 4.65 pp, not 3.6, you may have the wrong time window. And from February to April the delta widened from 3.5 to 3.9 in two months, with U-3 improving while U-6 got worse. If the gap is wide because millions are stuck in underemployment, that's not a counter to my post, it's the point of it
The difference is that the companies selling AI (including the foundational models down to small companies buying API reselling from them, etc) are private and so don’t publish financials and the public ones like Microsoft or Meta make it intentionally difficult to tease out revenue from AI services from their core operations. Back in the dotcom days these junk companies were public and you could see their cash burn with your own eyes, now it can only be surmised but in either case it’s widely known. The picks and shovels plays are very little different, if you look at the top 20 of the Nasdaq 100 by market cap were all profitable networking, fiber, telecoms and software stocks with massively inflated valuations. This is a fallacy I see a lot, the pets.coms were not the majority of the index then. Investors were focusing on the infrastructure then as they are now, and they still collapsed like they do during all CAPEX boom-bust cycles.
Reddit’s growth story makes more sense when you realize it’s coming from a very low monetization baseline, not necessarily because they suddenly built a best-in-class ad platform. As someone who has run ads for decades, I never see Reddit ads that feel meaningfully targeted or lead to purchases, unlike Google, Meta, or Amazon where the intent/data loops are dramatically more mature. Those platforms have massive conversion datasets, attribution systems, purchase graphs, and optimization feedback cycles that Reddit simply does not have. The real question is whether advertisers continue allocating meaningful long-term budget after evaluating conversion quality against Google, Meta, and Amazon. Marketers will experiment with platforms (Snapchat, Twitter, Pinterest) and cause revenue spikes but once they have enough data to understand the actual conversion rate, budgets typically consolidate back towards winners. The future of Reddit is centered on advertising campaigns outperforming the industry leaders and I just cannot see it happening. The argument for selling data for AI doesn't hold water, scale and snorkel are providing much better training datasets at this point and Reddit jacking up their API fees doesn't help.
I literally had a site called regard millionaire that did this, with success tracking by user. No one used it so I stopped hosting. I still gather the data and 6/6 on earning plays this week. You can make one fairly easily with basic data engineering knowledge to give Claude the right prompt and approval from Reddit to get permission to their API
1. It uses LPDDR4 or LPDDR5. If you want the highest level of performance, LPDDR5 would be the option which is 10nm and uses EUV. LPDDR4 is an order of magnitude slower than LPDDR5 it is not even a comparison. 2. This still matters because there is an upper limit to how much bandwidth you can squeeze out of LPDDR5 and it is still lower than HBM. This means, with the rate of AI acceleration, you would eventually reach a point where the bandwidth cannot keep up and a brand new chip would have to be made. All of these inference chips have the same issue. They are really good for a subset of AI models right now, but whether they will be in 3-5 years, which is the average deployment, is a different topic entirely. Companies buy cards with HBM because it offers them longevity without having to refit servers. 3. I find this hard to believe. If this is true, then there’s no explanation for how AMD couldn’t do the same with ROCm or Intel with OneAPI. In which case, they have no moat. There would be nothing stopping other companies with deeper pockets from doing that. If anything, this should be a sign of snake oil. There’s no explanation for why AMD/Intel have spent millions of R&D into their own API’s than integrate into CUDA. If it was that simple, it would have already been done. 4. Nvidia already does this and corner the market. It is fundamentally impossible to compete with the DGX ecosystem as they have spent years making it. They have dev machines, API’s, foundation models and the actual hardware. 5. Every AI is compatible with every hardware anyways as long as your hardware is supported by frameworks like PyTorch which allow it to run agnostically. Also, the website bro? Do you think that is reputable? 6. Again, it is using LPDDR4. I can almost guarantee you that, if this shit is ever released, it will perform worse than a normal consumer GPU if it is using LPDDR4. You can’t say I’m flinging insults when your, now removed comment, tried to convince people to ignore any skepticism. You’re inviting criticism.
Price Parity Ceiling and Floor to Maximize Profit Recently I asked a question about a CC I sold, it was explained I sold the contract a discount as I did not calculate/consider price parity. I looked and did not find how to show this on Schwab's site, nor ThinkOrSwim. I did discover TOS (dekstop version) can export real time data to Excel (desktop version) using Real Time Data (RTD), and once in the Excle spreadsheet you can do all your own custom columns/calculations to pick the best options. Is this what people here do? I was going to write a little software to pull the options data from the Schwab API but I am not a developed and was concerned I would not hash and store the password and secret properly in the code to keep it safe, but if I can just log in to TOS and feed the data directly to Excel that solves all my problems. Also it appears if you can program you can write Thinkscript, but not sure if you can make calculated columns in TOS, the Excel route seems much easier.
The real money is in Corp level adoption - they don't care whether you use it if your boss is buying an enterprise license. And Exchange and the Graph API (calendaring and process automation) are where the lockin happens. You may not want to use copilot, but the copilot vibe coded power automate flow that auto schedules the monthly all hands around everyone's calendar is hard to replace once it exists.
You'd be surprised to see how much companies pay for API subscriptions to anthropic. They also pay to openai/gemini for general wide company AI usage (searching through docs, doing performance reviews etc) but those are much smaller sums. Really the biggest winner imo is Anthropic.
the 1-to-30B revenue in 15 months for anthropic is the part that doesnt fit any historical bubble template - dot com had revenue that was mostly fake or projected, this stuff is actual API call billing from real customers. doesnt mean the multiple is right at trillion-dollar secondary, but the revenue floor is higher than 1999 by an order of magnitude
Depends...I subscribe to 2 and likely ditching openai (they gave me crazy offer after I try cancel and for 3months I forgot price of one?). Claude is just so much better for my purposes and gpt is getting stupid every time it updates...3.0 was godly except it spit a bunch of nonsense but still better than current version but current version formats stuff better. Anyways 20$ a month with almost no cost but hiring talent. I know most people still use free versions instead of basic premium but I would have to imagine some are like me that has 2 subscriptions and I would have to say more than 50 percent in the world uses it. So about ~ 1.5b people are in first world countries and let's say 50 percent are subscribed that's about 3b per month...yea the numbers don't make sense. I would have to assume enterprise cost are alot more...I heard some people use API tokens and it cost them 100k plus commercially..I am not sure how that math would look like but 30b per year makes sense and a cieling of 60b per year with a imagine of at least 80%. Yea these valuations are too crazy.
First, I'm talking about scraping, not APIs. Even assuming API, try thinking about what that would encourage multiple organizations that allows them to minimize cost...
bulk of anthropic revenue is already enterprise API token based. subscriptions aren't where majority of demand or revenue comes from.
It's just an extreme example. More realistic scenario would be they start demanding a bigger cut. Percentage of service fees or annual "subscription" cost. If you can't pay, you can't do business. Look at Twitter's API pricing changes back in the day. They wanted a cut from social media management platforms and many couldn't afford to pass on new costs to customers while remaining competitive. What does McDonald's care if their Uber Eats customers moved over to Doordash?
Ill continue to hold RDDT however I utilize Relay as their API app. Never let that go either
Well I mean is there any AI model that is actually profitable? Not looking at the stocks value because they don't say anything which almost every AI prompt would suggest when you ask it. But really brings in some real money outside of an imaginary number? Subscription fees or API fees? Chatgpt/OpenAI is being pumped with money from Nvidia. Musk is buying AI models like candy for some unknown reason. I guess he wants to monopolize it. Because that is the only real thing I can see "AI" start making money. When there is a Netflix but for AI we will probably see profit but who will use it when it's under a subscription fee? Does a company need more than Gemini or copilot? Probably not. Does these newly self-titled "software engineers" need Claude? Not really. The machine learning that we are currently naming AI can be really good in certain applications. Health care where they use it for specific things as an example. Sampling and analyzing data etc. But these applications are usually provided by companies working with said health care area. Would you want a model made by vibe coders or a model made by the company that has data from x-millions of patients? I think the big issue with the current state is that there are far too many models doing the same thing. The problem was claiming that it was AI just to hype it up. It's basically machine learning with a UI for prompting. There is still no intelligence whatsoever in them. They are not learning by themselves. They can't provide you with any complex solutions and the only thing I have seen them do is make people stupid in my field. The thirst for knowledge is gone and the era of "AI told me so" has begun. TLDR: When the monopolizing of AI happens we will see the bubble burst for smaller companies. Nothing will happen to Google/Amazon/Microsoft or the other big dragons. But say Claude, will it be worth spending money on something people did before? The price/tokens can't surpass the price for the x-amount of people. That they replaced. Will AI bust? Yes. Will it disappear? No. Will it still help people do their mundane task at work? Sure. These are my thoughts. Coming from the IT perspective.
It's actually the worst dataset for training imaginable with millions of bots and overconfident quasi experts 😂. After reddit changed the pricing of their API, it lost any strategic advantages it had. Your comment is the quintessential reason it won't be used in the future: hundreds of people are upvoting these comments when they're verifiably false (ask your favorite llm).
I’d assume so, the ads they serve on this site are honestly atrocious. they had started a partnership with openai back in 2024 and also started charging for API usage which is what killed the Apollo reddit client a while back.
That's why I developed my own stocks and options data API platform as I was sick of those problems.
ive been saying the same thing. reddit is severely undervalued right now. a significant portion of their profit is not from ad revenue, its from selling access to AI companies to allow them to use them as a source of dataset to model their large language models, and in most of the subs you tend to have experts in fields such as physics, chemistry, biology, etc. there was a huge stink a while back when reddit made access to their API through a subscription when it used to be free. they did that so they can sell subscriptions to AI companies. reddit will always beat earnings
[optionsamurai.com](http://optionsamurai.com) has it and they have a 2 week free trial without needing to put in payment info. Their filters are pretty good, but tbh their data quality is not the best. They're basically using tradier enterprise API, so it's as good as tradier provides.
What I found in a ten second google search on (ironically) a Reddit thread: “A lot of python that’s used for ML like using tensorflow or PyTorch is like an API for the underlying c++ code. It’s when you have to really optimize things that’s when you would dive into lower level” I don’t know much about C++, my understanding was it was used primarily for like games and web design but yeah looks like there’s some practical usage for it in ML. That being said, I feel like a highly competent Python coder would almost never need to dive to that level. At least from what I’ve heard they don’t.
The surgeon has reviewed the request. TV doesn’t allow raw API hooks or JPEGs, so I can't live-scrape the Truth Social feed. BUT... I can build a 'Geopolitical Volatility Engine.' If a candle violently exceeds 3x the normal ATR (which usually happens when someone threatens to drop a nuke or tweets at 2 AM), I can rig the chart to automatically drop massive ☢️, 🦅, or 💣 emojis right on the exact minute the market panics. It’ll basically be an algorithmic visualizer for global panic. I'm adding it to the Frankenstein build. Cobra will cook it tonight.
Every dev / manager I've talked to lately are hitting usage limits (not rate limits) in like 2 hours of use. API pricing is closer than the monthly sub price sure but they are still subsided heavily. Deepseek was a distilled model based on the other models and wasn't a trained model. It is intentionally lighter in weight. ChatGPT still has the most liberal usage limits but even then they are set to half usage limits in the next month. They had to axe Sora and a lot of non-LLM efforts to try to make the balance sheet appealing for investors during this ridiculous bull run on AI. That indicates they are no where near profitable.
FLOPS per dollar for GPUs are still doubling every 2 years. For every power user on a $200 sub, I know 3 managers on such a sub that would do fine with ChatGPTs free tier, but they think they're using it a lot. This narative that ai companies are losing big on subscription prices is not spot on, look at how cheap is API access for frontier Chinese models, sure OPus is heavier, but I'm pretty sure they're breaking even or will be very soon.
Vast.ai data was on 500.farm but I think they killed the API. They had fantastic utilization and pricing stats.
HUMN and KOID Retail not ready for the $8 trillion robotics/humanoid market 🤑 Physical AI is barely getting started. Physical Turing Test > Physical API > Physical AutoResearch - when self-improving robots start to design build the next iteration of themselves, far beyond what's humanly possible
Most accurate to say that LLMs are software infrastructure and agentic harness SaaScos are application layers, except that OpenAI, Anthropic, etc are both because they have the LLM infrastructure layer that they sell to SaaS through API calls and wrapping (GPT, Claude Opus/Sonnet, etc) AND their own consumer SaaS agentic orchestration layers (Chat GPT, the Claude chat agent and Cowork, etc)
>pouring hundreds of billions into probabilistic models that basically just guess the next word is a wild bet when enterprise clients need 100% accuracy. you cant run a power grid or logistics network on a model that might hallucinate because of a weird prompt The good news is that is both an oversimplification of how LLMs work, and a misunderstanding of how those workflows are built. And that's assuming companies are using them in such critical roles (yet). >if the industry is already moving toward architectures that understand actual mathematical constraints and logic, then pricing in a permanent monopoly for current generative AI infrastructure feels like a mistake. The real b2b money is going to flow into systems that physically cannot hallucinate. just feels like retail is blindly chasing the LLM trade while the actual builders are already looking for the off-ramp. That is, largely, being done through tool use. It is still LLMs. LLMs are going to become the UI or the front end of computing. The LLM calls an API or launches a script or whatever to do the task, then presents the results. That is, again, a major oversimplification, because at a minimum you will have a an agent in the loop checking the responses and validating sources. You may even have parallel work being done to see if they all achieve the same result. None of this is a commentary on whether the investment level is correct. I just think a lot of people don't have the slightest clue how these tools work or how they are being used. If you reduce it down to "they are just really good at predicting the next world", yeah, a trillion dollars of investment sounds silly. (As an aside, there are some cool uses where predicting the next thing, exactly what generative AI is good at, is exactly the task. A Google lab is using generative AI for weather prediction, which is all about observing the current state and figuring out what comes next.)
Anthropic has positive unit margins on its API business.
Let me chew on it. In principle, love the idea to share. In reality, it's a legal risk since it'll be sharing securities advise from something I created. Just need to confirm I'm OK to share it and then create a user guide. You'd have to setup using your own anthropic API (free) but easy enough for the UI to guide it.
Unusual Whales has been my g͏o to for a few months. Their API has basically everything my agent could want. Im switching to web sockets this month for faster data
If it’s printing why not up your subscription or switch to API tokens?
That would be nonsense though because AWS, GCP, DigitalOcean etcetera haven't passed on this cost as prices rises and could not. Moats for Virtual Machine hosting / Docker etcetera are very narrow. IAAS made it all commoditised. Software companies when using AI are paying for AI via their API's not as some layer on hardware costs. SaaS owners have no reason to accept higher prices if they aren't using the compute and moving VM host isn't a big deal for lots of them.
Use Relay and you'll be much happier. No ads, but you pay an API subscription (1-2$/month).
Literally told claude to build me an app that uses Robinhood API to make profitable trades on its own and it's been cooking for 30 minutes. Still building it. Can't wait to see the end result and out trade all of you. **😎**
Mostly sell API access to political bot farms for astroturfing
I have zero coding knowledge and used free claude and Gemini to create a sheet that I simply import a csv file and it takes the date and organized oer months and let ticker, also with dividends and added a dashboard with growth charts and bar graphics. Took awhile as the AI seems to always want to add or delete stuff. Really makes me mad as it does that . But after 73 tracked hours I got it working. I use it to track 4 accounts. So anyone can do it really if you have patience . I decided on this one to use no API and just the exported data. I did create a web app using a few api for my movie collection which has been awesome but over 300 hours of my time. I need to learn actual code though and I bet it would be faster for me. AI is helpful but barely as it gets wrong stuff every day and ruins things too. I think it's just like a step up from Alexa right now. But it helped me do this stuff. It's not taking any jobs that's for sure. Thx for sharing your project and tips. I just might add more data to mine now
I implemented a “red team” agent that tries to oppose the main plays. It actually disagreed with SNAP long and wanted to short it. So we have to see if this helps further trades. I had a few issues with earning dates, the AI seems to mix them up sometimes and doesn't provide same-day plays. That’s why it suggested COIN, even though the earnings werent that day. It seems to struggle a lot with getting the correct earning dates via API, using them up fast (tried finnhub, earningsAPI and FMP) - super annoying because I would prefer API calls over search queries … and just now I realized why am I even trying to pull all the earning dates everytime? I can just download them once a month or even once a year lol I was testing out Sonnet instead of Gemini, which provided more detailed results but struggled with the correct output and was much more expensive. For today I'm running Deepseek, because it is cheap and seems more reliable so far. Pinging u/Upper-Difficulty660 because they were interested in the progress
I feel like we’re already moving in that direction. I’ve been testing an AI agent connected to moomoo lately, and it’s pretty crazy what it can handle now. It can manage resting orders by itself, adjust positions, and even execute multi leg spread strategies through the API without me manually legging in and out. A lot of the repetitive stuff I used to babysit during market hours is basically automated now.
Have you seen the latest grok model? It's far from worthless. It's the 3rd best model after OpenAI and Anthropic, but ahead of Deepseek and Gemini. It's also the best model for the low API price($2.50/1 million tokens). I strongly dislike Elon Musk, but I cannot deny that Grok 4.3 is really competitive. Also they are making a ton of money selling Collosus 1 datacenter capacity to Anthropic.
I'm happy to stick with Google sheets. Logging helps to slow me down and keeps me in touch with all details of what I am doing. Using the marketdata extension or some other API that pulls greeks and other data into my sheets gives me great ability to plan complex trades and track things like port wide theta and delta. Careful design of trade records allows me to design roll-up summaries exactly as I want them.
Anthropic has all but confirmed they maintain a roughly 50% margin on API credits, and OpenAI has also confirmed positive margins on serving the models through their API. They're investing massively in R&D which is why they still lose money, but that percentage of revenue spent on research will somewhat necessarily go down as revenue grows, so there's a very plausible path to profitability. Whether it plays out that way is another question, but it's not like there's no plan whatsoever.
It does all sorts of stuff, I use Schwab and they have a decent API. It automatically logs every options order I place, and the result; filled or unfilled, which Market Maker Schwab routed it to and what exchange it filled on. For every order that fills it logs: the bid/ask, the % otm, current Vix value, minutes since open, underlying price, OI, day of the week, IV, Market Cap and a few other things. I don't use greeks for my strat so I don't bother logging them. For the open order tracking it calculates the current %otm, DTE, days to next earnings, PNR, and the Expected Move multiple. I keep the list sorted by %otm so I can see what's in danger, but the app also alerts me via text if anything falls below 15% otm. I place all my options orders through the app now as well, rather than thinkorswim, which makes logging them easier. I have a list of about \~500 stocks that I might sell options on and the app logs the full options chain for them each night, a full option chain requires 1 API call so this makes the whole thing run faster. It runs on Github and Railway
Please can you write a post about how you did this and what sort of outcomes you got with it? IBKR API I think is okay, so hopefully it would work with this..
>We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. >This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.
I used Google Sheets for years but vibe coded my own earlier this year. It's very simple to vibe code up something if your broker has a good API. Sign up for a month of Claude or whatever and you'll have a subscription-free tool you can use forever (or until the broker fucks up their API). It's nice to have everything logged/tracked/alerted automatically and I have it back up to Google Sheets every night just in case
#TLDR --- **Ticker:** $RDDT **Direction:** Up 🚀 **Prognosis:** Buy Shares and $200 Calls (Aug '26, Dec '26, and Jun '27) **Catalyst:** S&P inclusion, OpenAI/Google API money, and a fortress balance sheet. **Fundamental Analysis:** OP uses the app every day to hang out with fellow retards (21% Portfolio YOLO).
The reasoning was following: **The COIN Thesis (Wildcard — Crypto Momentum Play) 1. The Catalyst:** * COIN is a direct proxy for Bitcoin and crypto market sentiment. * The KB notes: "MSTR Q1 2026 results confirm software losses are secondary to BTC treasury updates." This tells us the market is pricing crypto assets based on BTC momentum, not fundamentals. * With MSTR's BTC purchase resumption, the entire crypto ecosystem gets a tailwind. **2. The Setup:** * Entry: $196.80 | Live: $194.16 (slight drawdown) * Stop Loss: $188.93 (2.7% below entry — tight, disciplined) * Limit Sell: $215.00 (9.2% above entry — capturing a strong crypto rally) * Leverage: 5x It is only on it's second trial day so I wouldnt trust it at all. Im running a tight budget for all the LLM API calls so it is not as thorough as I want it to be for now, until it has proven itself.
Figma bear case: Companies stop using Figma as handoff / design documents. Figma bull case: MCP / API / Token based pricing. Claude / Codex can very quickly generate both Frontend Code AND also Figma pages. Figma has a huge moat in terms of the amount of design elements, "Github for developers, UX, UI teams". Seems like a good buy at this price.
API estimate is 8.1 million, from 2.6 expectations
We literally saw API state that expectations are likely to be 4xd in the report, and wti dropped below 90$ on hopes and dreams. Clown market