Quantabundance - DEV Community

Quantabundance

Sep 26

I ran 12+ trading bots for a year. Here's what survived, what died, and what I learned.

#tradingbots #algotrading #postmortem #cryptoperps

9 min read

Quantabundance

Sep 26

Boost Run (BRUN): what it does, the $940M backlog, and the financing gap

#brun #boostrun #neocloud #gpucloud

6 min read

Quantabundance

Sep 26

Bloom Energy (BE) explained - solid-oxide fuel cells, datacenter power, and the 2.8 GW Oracle deal

#be #bloomenergy #fuelcells #sofc

8 min read

Quantabundance

Sep 26

Black Monday (1987): the worst day in Wall Street history that caused no depression

#education #historyofbubbles #blackmonday #programtrading

12 min read

Quantabundance

Sep 26

Assignment, exercise, and rolling - expiration mechanics - options trading, chapter 15

#options #assignment #exercise #rolling

6 min read

Quantabundance

Sep 25

Aschenbrenner Q1 2026 13F: $8.5B chip short (SMH/NVDA puts)

#13f #aschenbrenner #situationalawareness #q12026

9 min read

Quantabundance

Sep 25

Aschenbrenner portfolio (pre-13F): SNDK, LITE, INTC, COHR, BE

#portfolioanalysis #hedgefund #aschenbrenner #aiinfrastructure

10 min read

Quantabundance

Sep 25

Aschenbrenner 13F Follow-Up: Long Book Down 10-19% in 48 Hours

#aschenbrenner #situationalawareness #13ffollowup #aisupercycle

7 min read

Quantabundance

Sep 25

Arm Holdings (ARM) - the CPU IP underneath every AI chip, and how the v9 royalty stepup works

#arm #armholdings #cpuip #v9

9 min read

Quantabundance

Sep 25

Applied Optoelectronics (AAOI) - 800G transceivers and the hyperscaler bet

#aaoi #appliedoptoelectronics #aiservers #networkingoptical

7 min read

Quantabundance

Sep 24

The AI Supercycle: is it a bubble? Why railways and dot-com already answered

#education #historyofbubbles #aisupercycle #capex

6 min read

Quantabundance

Sep 24

AI IPO lockup expirations: CoreWeave, Circle, Cerebras & Nebius dates

#ipo #lockup #crwv #crcl

5 min read

Quantabundance

Sep 24

Adobe (ADBE) explained - the AI-disruption trade, Firefly, and a 10x forward multiple

#adbe #adobe #firefly #generativeai

8 min read

Quantabundance

Sep 24

Adobe (ADBE) Q2: AI-first ARR triples past $500M, FY26 guide raised

#adbe #earnings #q22026 #enterprisesaasai

6 min read

Quantabundance

Sep 24

The 12 AI bubbles, ranked by empirical realness

#bubbles #taxonomy #aisupercycle #investing

6 min read

Quantabundance

Sep 23

Options risk management - the capstone checklist - options trading, chapter 16

#options #riskmanagement #premiumatrisk #liquidity

6 min read

Quantabundance

Sep 23

The Greeks: theta and vega - why direction isn't enough - options trading, chapter 8

#options #greeks #theta #vega

5 min read

Quantabundance

Sep 23

The Greeks: delta and gamma - your option's directional exposure - options trading, chapter 7

#options #greeks #delta #gamma

5 min read

Quantabundance

Sep 23

Option premium: intrinsic vs extrinsic value, and why OTM options decay to zero - options trading, chapter 4

#options #premium #intrinsicvalue #timevalue

6 min read

Quantabundance

Sep 23

Marvell (MRVL): what it does, how it makes money, and why it's the #2 in custom AI silicon

#mrvl #marvell #customaisilicon #asic

8 min read

Quantabundance

Sep 22

OKX vs Coinbase for crypto derivatives: where the perp tape actually lives

#okx #coinbase #cryptoderivatives #perpetuals

6 min read

Quantabundance

Sep 22

Oklo (OKLO): what it does, how it plans to make money, and the licensing risk

#oklo #nuclear #smr #microreactor

5 min read

Quantabundance

Sep 22

NVIDIA vs custom ASICs - what TPU, Trainium, and MTIA actually do (and why most of them target inference, not training)

#nvda #nvidia #tpu #trainium

9 min read

Quantabundance

Sep 22

NVIDIA's networking moat - why NVLink, Spectrum-X, and the Mellanox acquisition are the second product the market doesn't talk about

#nvda #nvidia #mellanox #nvlink

8 min read

Quantabundance

Sep 22

NVIDIA's customer concentration - five buyers, half the revenue, and what happens if one of them in-houses

#nvda #nvidia #hyperscalers #microsoft

9 min read

Quantabundance

Sep 21

NVIDIA's HBM bottleneck - why Blackwell shipments depend on three Korean fabs

#nvda #nvidia #hbm #hbm3e

7 min read

Quantabundance

Sep 21

The CUDA moat - why NVIDIA's software ecosystem defends the hardware monopoly long after AMD catches up

#nvda #nvidia #cuda #amd

9 min read

Quantabundance

Sep 21

NVIDIA's Blackwell Rubin roadmap - the annual cadence that priced the next $2T of market cap

#nvda #nvidia #blackwell #rubin

8 min read

Quantabundance

Sep 21

Nvidia & AMD's China chip loophole just closed - and the demand math barely moves

#nvda #amd #exportcontrols #china

6 min read

Quantabundance

Sep 21

Nifty Fifty (1972): the quality bubble, where the companies were great and the price was the mistake

#education #historyofbubbles #niftyfifty #valuation

7 min read

Quantabundance

Sep 20

Neoclouds ranked by risk-adjusted value: CoreWeave, Nebius, IREN, Applied Digital, SharonAI

#crwv #nbis #iren #apld

7 min read

Quantabundance

Sep 20

Nebius (NBIS): what it does, the $50B Microsoft-Meta backlog, and the AI-utility read

#nbis #nebius #aicloud #neocloud

7 min read

Quantabundance

Sep 20

Micron (MU) explained - DRAM, HBM, NAND, and the only US-listed pure-play memory bet

#mu #micron #hbm #dram

9 min read

Quantabundance

Sep 20

HBM vs DRAM vs NAND: memory ranked by manufacturing difficulty

#mu #memory #dram #hbm

8 min read

Quantabundance

Sep 20

Memory cyclicality - the supercycle that still has a cycle

#memory #dram #hbm #micron

14 min read

Quantabundance

Sep 19

Iron condors and strangles - defined-risk range trades - options trading, chapter 13

#options #ironcondor #strangle #impliedvolatility

6 min read

Quantabundance

Sep 19

The Iran war reaches the AI trade through the power bill, not the panic

#macro #oil #iran #datacenterpower

6 min read

Quantabundance

Sep 19

After SpaceX: the 2026 IPO pipeline, ranked by what's actually filed

#ipo #spcx #anthropic #openai

6 min read

Quantabundance

Sep 19

Implied volatility explained - why being right can still lose - options trading, chapter 6

#options #impliedvolatility #ivcrush #earnings

6 min read

Quantabundance

Sep 19

IBM - the quantum foundry bet, and what a $278B incumbent actually does

#ibm #quantumcomputing #enterprisesoftware #redhat

7 min read

Quantabundance

Sep 18

IBKR Trader Workstation for systematic bots: the operational map nobody publishes

#ibkr #ibgateway #tws #algotrading

9 min read

Quantabundance

Sep 18

Opening an IBKR account for your US LLC - documents, costs, and the market-data catch

#ibkr #usllc #entityaccount #nonresident

5 min read

Quantabundance

Sep 18

Hyperscalers: the failed AI bubble (and why we publish failures)

#bubbledeepdive #hyperscalers #failedvalidation #methodology

6 min read

Quantabundance

Sep 18

Trading NVDA at 3 a.m.: how Hyperliquid's xyz stock perps work, and what they cost

#hyperliquid #hip3 #xyz #stockperps

8 min read

Quantabundance

Sep 18

Hyperliquid fees in 2026: the schedule, the tiers, and what the 4 % referral is worth

#hyperliquid #fees #referral #perpetuals

5 min read

Quantabundance

Sep 17

Getting money off Hyperliquid: the fiat rail is the half of the trade nobody maps

#hyperliquid #cashout #usdc #fiatrail

9 min read

Quantabundance

Sep 17

HYPE tokenomics: the Assistance Fund buyback is a claim on volume, not a floor

#hype #hyperliquid #tokenomics #buyback

8 min read

Quantabundance

Sep 17

Huawei's Tau Scaling Law and LogicFolding - what China's sanction-proof chip pivot actually means

#huawei #smic #tsmc #tsm

8 min read

Quantabundance

Sep 17

How to read an options chain - the columns that matter and the ones that trap you

#optionschain #options #openinterest #impliedvolatility

5 min read

Quantabundance

Sep 17

How to read an earnings report - results vs expectations, guidance, and the call

#earnings #fundamentals #guidance #eps

6 min read

Quantabundance

Sep 16

How to read a stock chart - candlesticks, timeframes, and volume - trading basics, chapter 4

#chart #candlestick #timeframe #volume

5 min read

Quantabundance

Sep 16

How to invest in xAI (Grok) - now a SpaceX subsidiary, so the answer is SPCX, TSLA, NVDA

#xai #grok #spcx #spacex

7 min read

Quantabundance

Sep 16

How to invest in Stripe - the honest answer is you mostly can't (and why)

#stripe #fintech #xyz #pypl

6 min read

Quantabundance

Sep 16

How to invest in the SpaceX IPO (SPCX), and what to buy if you can't get in

#spcx #spacex #ipo #howtoinvest

5 min read

Quantabundance

Sep 16

How to invest in OpenAI - the proxy basket (MSFT, SFTBY, AMZN, NVDA, ARKVX)

#openai #chatgpt #msft #sftby

9 min read

Quantabundance

Sep 15

How to invest in Databricks - the public investors are real but the stakes are too small to matter

#databricks #snow #nvda #ai

6 min read

Quantabundance

Sep 15

How to invest in Anthropic - the proxy basket (AMZN, GOOGL, VCX, ARKV)

#anthropic #claude #amzn #googl

9 min read

Quantabundance

Sep 15

How stock markets actually work - exchanges, bid/ask, and liquidity - trading basics, chapter 2

#stockmarket #exchange #bidask #liquidity

5 min read

Quantabundance

Sep 15

How options are priced - the six inputs behind every premium - options trading, chapter 5

#options #optionspricing #blackscholes #impliedvolatility

6 min read

Quantabundance

Sep 15

NVIDIA qualified all three HBM makers for Vera Rubin. The fight is now allocation.

#hbm4 #hbm #verarubin #nvda

6 min read