u/allcompanymobiles

Anyone here actually using AI for quant trading? Decision making side or execution?

A lot of platforms out there are pitching ai analysis, smart signals, adaptive strategies, all that stuff. But i'm honestly not sure how much of it actually holds up in real market conditions. Anyone here actually used these kinds of tools for a while? Have you seen anything that's stable and measurable in terms of results, or is it mostly just marketing fluff?

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u/allcompanymobiles — 2 days ago

Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer

Pulled 3 months of data on the entire AI supply chain (66 trading days, Feb 4 to May 6) and the thing has already split in half.

Took 19 tickers and sorted them into 5 layers from upstream to downstream: equipment, foundry, memory, design, hyperscalers. Ran correlations between them. Results were not what i expected. Upstream moves as one block. Semi cap equipment stocks basically trade like a basket, intra-layer correlation 0.86, doesn't really matter which one you pick. TSM and NVDA also sit at 0.70, which makes sense since TSMC capacity ramping equals NVDA shipping more cards.

But the further down you go, the more things decouple. Design vs hyperscaler correlation is only 0.33, the weakest pair on the entire grid.

A few specifics: AMD vs MSFT sits at 0.23. AMD is up 71% over this window, MSFT actually down 2%. NVDA vs GOOGL is 0.24. Both up but on completely different timing (GOOGL +16%, NVDA only +12%). NVDA vs AMZN is just 0.30. AWS is one of NVDA's biggest customers and the stocks are basically moving independently.

Lining up the actual returns makes it even more obvious. Winners are all on the infrastructure side: INTC +131%, ARM +122%, AMD +71%, MU +52%. Losers are all on the application and cloud side: MSFT -2%, META -13%, TSLA -6%.

The old story was that hyperscaler AI capex eventually flows back into their own share prices. But over the past 3 months the market is voting the opposite way, money is moving upstream and downstream is not following.

What i haven't worked out: if AI spending isn't producing excess returns for the spenders themselves, how long can this capex cycle actually run? Or has the market already split AI into two separate

u/allcompanymobiles — 3 days ago

Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer

Pulled 3 months of data on the entire AI supply chain (66 trading days, Feb 4 to May 6) and the thing has already split in half.

Took 19 tickers and sorted them into 5 layers from upstream to downstream: equipment, foundry, memory, design, hyperscalers. Ran correlations between them. Results were not what i expected. Upstream moves as one block. Semi cap equipment stocks basically trade like a basket, intra-layer correlation 0.86, doesn't really matter which one you pick. TSM and NVDA also sit at 0.70, which makes sense since TSMC capacity ramping equals NVDA shipping more cards.

But the further down you go, the more things decouple. Design vs hyperscaler correlation is only 0.33, the weakest pair on the entire grid.

A few specifics: AMD vs MSFT sits at 0.23. AMD is up 71% over this window, MSFT actually down 2%. NVDA vs GOOGL is 0.24. Both up but on completely different timing (GOOGL +16%, NVDA only +12%). NVDA vs AMZN is just 0.30. AWS is one of NVDA's biggest customers and the stocks are basically moving independently.

Lining up the actual returns makes it even more obvious. Winners are all on the infrastructure side: INTC +131%, ARM +122%, AMD +71%, MU +52%. Losers are all on the application and cloud side: MSFT -2%, META -13%, TSLA -6%.

The old story was that hyperscaler AI capex eventually flows back into their own share prices. But over the past 3 months the market is voting the opposite way, money is moving upstream and downstream is not following. What i haven't worked out: if AI spending isn't producing excess returns for the spenders themselves, how long can this capex cycle actually run? Or has the market already split AI into two separate stories, where upstream picks and shovels gets paid as orders come in, and downstream gold miners have to prove monetization first, and that proof hasn't shown up yet?

Anyone holding MSFT, META or GOOGL, is your thesis still working here?

u/allcompanymobiles — 4 days ago
▲ 3 r/smallstreetbets+1 crossposts

Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer

Pulled 3 months of data on the entire AI supply chain (66 trading days, Feb 4 to May 6) and the thing has already split in half. Took 19 tickers and sorted them into 5 layers from upstream to downstream: equipment, foundry, memory, design, hyperscalers. Ran correlations between them. Results were not what i expected. Upstream moves as one block. Semi cap equipment stocks basically trade like a basket, intra-layer correlation 0.86, doesn't really matter which one you pick. TSM and NVDA also sit at 0.70, which makes sense since TSMC capacity ramping equals NVDA shipping more cards. But the further down you go, the more things decouple. Design vs hyperscaler correlation is only 0.33, the weakest pair on the entire grid. A few specifics: AMD vs MSFT sits at 0.23. AMD is up 71% over this window, MSFT actually down 2%. NVDA vs GOOGL is 0.24. Both up but on completely different timing (GOOGL +16%, NVDA only +12%). NVDA vs AMZN is just 0.30. AWS is one of NVDA's biggest customers and the stocks are basically moving independently. Lining up the actual returns makes it even more obvious. Winners are all on the infrastructure side: INTC +131%, ARM +122%, AMD +71%, MU +52%. Losers are all on the application and cloud side: MSFT -2%, META -13%, TSLA -6%. The old story was that hyperscaler AI capex eventually flows back into their own share prices. But over the past 3 months the market is voting the opposite way, money is moving upstream and downstream is not following. What i haven't worked out: if AI spending isn't producing excess returns for the spenders themselves, how long can this capex cycle actually run? Or has the market already split AI into two separate stories, where upstream picks and shovels gets paid as orders come in, and downstream gold miners have to prove monetization first, and that proof hasn't shown up yet? Anyone holding MSFT, META or GOOGL, is your thesis still working here?

u/Then_Marionberry_259 — 4 days ago
▲ 1 r/PPC

When you're rolling out the same campaign structure across 15+ accounts every week, what's the actual workflow? Spreadsheets keep breaking for us.

Agency-side performance team, scaled to 22 Meta accounts and 14 TikTok accounts over the past year as we onboarded more clients. The core work (strategy, creative direction, performance review) hasn't gotten harder. What's eating the team's week is the bulk-execution layer.

Pushing the same 8 to 12 ads into 15+ accounts every Monday. Replicating ad set structures across geo splits with slight targeting variations. Enforcing naming conventions consistently across accounts so the team's review meetings don't turn into "which account is this campaign from again" archaeology. Pause-rule audits when we change a global guardrail and have to manually apply it across 30+ accounts. We've been running this with a combination of Meta Business Manager, Google Sheets, and a Python script our senior buyer wrote in 2023 that has zero documentation. The script is the single point of failure for our weekly rollout cadence.

Started looking at platforms that handle this kind of bulk-execution work at scale. XMP comes up for cross-channel performance teams running Meta plus Google plus TikTok plus SDK ad networks. Smartly is positioned more around creative production workflows. Madgicx is Meta-focused AI work. Revealbot leans on rule automation.

For agencies actually running 15+ accounts per platform: how are you handling this kind of bulk rollout work in 2026? Did you replace the spreadsheet plus internal script setup with a proper platform, or has someone here built a clean internal solution that's actually maintainable? Curious what the per-account workflow looks like once you're past the manual stage.

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u/allcompanymobiles — 5 days ago

Remote work in the US. Is 10GB enough for 3 weeks of hotspotting?

Heading to the US from Singapore soon for a 3-week trip. I'll be working remotely, so I’ll be leaning heavily on my phone’s hotspot for my laptop and iPad when the hotel WiFi flakes out.

I’m trying to figure out how much data I actually need. 10GB seems like the standard, but tethering for Zoom calls and syncing docs can burn through that in a heartbeat. I checked Airalo and they’re charging $23 for 10GB (data only). If I have to top up multiple times, it’s going to get expensive fast.

I noticed Redteago has a 10GB plan for $19.90 that also includes 200 mins and 100 SMS. Getting a local number plus more data/features for less than a basic Airalo plan seems like a better deal, but I'm still not sure if 10GB will even last.

For those who’ve worked remotely in the US, how much data did you actually burn through? Is 10GB enough for a 3-week stint if I'm careful, or should I just bite the bullet and get a much bigger plan?

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u/allcompanymobiles — 6 days ago

New to quant, first backtest done (ORB)

Pretty new to quant trading. Been messing around with api and claude to help write strategies, started with the classic ORB on TSLA 5-min candles. The whole setup was honestly way more accessible than I expected. I always assumed quant was one of those things you needed a serious CS background for. Now I'm genuinely starting to think I can actually dig into this stuff. 3-month backtest came back with +2.12% return, max drawdown -2.44%, win rate 48%, Sharpe 0.76. Margins are thin. Curious what others think: is this kind of result normal for a basic ORB? And for anyone who's gone deeper into quant, what's the biggest trap you fell into early on?

u/allcompanymobiles — 9 days ago

Is MU still worth buying right now?

It dropped like 10% intraday today but managed to close down only around 3% so someone was clearly buying the dip. My question is: is this memory rally actually cyclical, or is it something AI genuinely needs long-term? Are we at the top here, or should I wait for a bigger pullback before starting a position?

reddit.com
u/allcompanymobiles — 10 days ago

Anyone following the Korean stock market?

Anyone following the Korean market lately? With SK Hynix expected to list in the U.S. this June and AI memory demand still looking incredibly strong, I’m curious how people are thinking about this cycle. Is the current rally just fear of missing out and multiple expansion, or are we looking at a genuinely sustained demand cycle this time? Does AI-driven HBM demand have the potential to become a long-term structural trend rather than another short-lived semiconductor cycle?

u/allcompanymobiles — 12 days ago
▲ 49 r/Volvo

First car ever and I'm way too excited. What else should I buy to upgrade the experience?

So I finally got my first car! It's a used Volvo. Wasn't in great shape when I got it, interior's pretty beat up, but I love it and it drives great. I picked up an Ottocast adapter recently after seeing it recommended by subs. And it works fine with the driver display when navigating. Anything else worth grabbing? Small stuff that actually makes driving nicer. Cart's full of random junk and I have no idea what's actually worth it day to day. Hit me with your picks, comfort, cleaning, road trip stuff, whatever you've kept using. Thanks 🙏

u/allcompanymobiles — 14 days ago

Our ICP turned out to be behavioral, not demographic

We used to define ICP the usual way: demographics, acquisition source, industry, device. Standard stuff. But when we looked at session behavior, the real signal was whether users hit the aha moment fast. The people who converted and stuck around were doing the same few things early on, and that mattered a lot more than where they came from. I used acciowork to compare cohorts and the difference was clear enough that it changed how we thought about onboarding. It made me curious about whether a lot of teams are still missing half the picture by staying too close to acquisition data. Where do you think the real ICP shows up first, in who arrives, or in what they do after they land?

reddit.com
u/allcompanymobiles — 15 days ago

We used to define ICP the usual way: demographics, acquisition source, industry, device. Standard stuff. But when we looked at session behavior, the real signal was whether users hit the aha moment fast. The people who converted and stuck around were doing the same few things early on, and that mattered a lot more than where they came from. I used acciowork to compare cohorts and the difference was clear enough that it changed how we thought about onboarding. It made me curious about whether a lot of teams are still missing half the picture by staying too close to acquisition data. Where do you think the real ICP shows up first, in who arrives, or in what they do after they land?

reddit.com
u/allcompanymobiles — 15 days ago

Running multiple accounts (clients, side hustles) is a privacy nightmare if you're not careful. One cross‑login and your real name, IP, or device fingerprint gets linked across profiles. I learned it the hard way. After a year of trial and error, here's my no‑BS checklist for keeping personal info away from ad networks and data brokers – works for e‑com, SMM, or just staying private.

  1. Use a dedicated antidetect environment for all web work Not a normal browser with ""incognito"". I personally use an antidetect browser(many choices like mulltilogin, adspower) – it isolates each account's cookies, local storage, and fingerprint (canvas, WebRTC, fonts). Ad networks see every profile as a completely different device. No cross‑tracking, no surprise logins. Worth the setup time.

  2. Kill ad tracking on your phone Phone is the biggest leak. iOS: Settings → Privacy & Security → Tracking → turn off ""Allow Apps to Request to Track"". Also reset your Apple Ad ID.

  3. Run a decent ad blocker uBlock Origin (or similar). Stops trackers, blocks malvertising, and speeds up browsing.

  4. VPN when on public Wi‑Fi Use a trustworthy VPN (no free weird ones). Doesn't hide you completely, but prevents local snooping and adds a layer between you and your ISP.

  5. Stop oversharing personal details Sounds obvious, but I used to insert real phone numbers / addresses for ""verification"". Now I use aliases, temporary emails, and a separate PO box if needed. Never give out your real info to sign up for side accounts.

  6. Lock down social media privacy settings Go through every platform you manage: turn off ""allow search by email/phone"", disable ad personalization, and restrict profile visibility. Big networks sell your data by default – you have to opt out manually. That's it. The biggest change was moving to an antidetect browser. Fingerprint isolation is the real game changer. Everything else just supports it.

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u/allcompanymobiles — 16 days ago

I run a small export business and I have been struggling with some weird market resistance lately. Our site and documents are technically accurate but the tone is killing our credibility. It is frustrating because the words are right but the vibe just feels a bit amateurish. A professional agency is too expensive for me right now so I have been taking a diy approach. I use acciowork to look at local social media posts for some research but I am worried we still sound like a startup in a basement. Are you guys hunting for specific local slang in these posts or is it more about the cultural pain points. How do I stop our copy from costing us contracts and make it feel like it was not written by a robot?

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u/allcompanymobiles — 16 days ago

Semis and AI names went absolutely crazy today. Curious what everyone was watching before these moved, and more importantly what you're positioning in ahead of next week. IONQ and COHR both had big momentum building but still feel early. Anyone else eyeing those or am I late to the party again.

u/allcompanymobiles — 16 days ago

I’ve been seeing ACE Studio quite a lot lately. It looks pretty convenient for editing vocals and adjusting melodies directly, and it seems like it could save a lot of time compared to jumping back and forth in a DAW. I also use some generation tools, but the vocals that come out often still sound a bit artificial, so I’ve been thinking about having something specifically for post-processing and polishing vocals.

The only thing holding me back is the price. For people who have actually used it, do you think it’s worth it?

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u/allcompanymobiles — 17 days ago

I finally got my LiberNovo Omni and wanted to share my first impressions after unboxing, setting it up, and using it for a full day.

First off, the assembly was much easier than I expected. I’ve had chairs before that came with confusing instructions or parts that didn’t line up well, but this one was pretty straightforward. Everything felt well-packed, the parts were clearly organized, and it only took me about 15 minutes to put it together. That definitely made the first impression better.

Another thing I noticed right away was the comfort of the materials. The seat cushion and headrest felt incredibly soft and plush- nothing like some office chairs that feel stiff or rough when they’re new. The fabric itself is smooth to the touch, which made a great first impression.

Another standout feature for me is the dynamic lumbar support. I used to constantly shift around trying to find a comfortable position for my back, but this chair seems to adapt and support me as I move. It lets me stay comfortably supported without needing to readjust all the time, which makes long sitting sessions feel much less tiring.

I also liked the four-level adjustment and the headrest design. They made it easier to switch between working, leaning back for a short break, and just browsing casually without feeling like I had to constantly readjust myself.

Obviously, this is only my first day, so I’ll need more time to see how it holds up long term, but the comfort and support so far are better than I expected.

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u/allcompanymobiles — 23 days ago

I manage two Google Ads accounts (different brands) and one Facebook Ads account for retargeting. The constant logouts, 2FA prompts, and ""unusual activity"" flags were killing me. One Google account got temporarily suspended just because I logged in from a coffee shop WiFi. I tried everything:

● Different browsers per account (Chrome/Firefox/Brave) – still got cross-tracked sometimes.

● Clearing cache and cookies every time – tedious and not reliable.

● A cheap proxy service – helped a bit but still triggered verifications.

● Even considered buying a cheap laptop just for one account (lol).

Then I stumbled into browser fingerprinting. Messed around with a couple of fingerprint tools. One was too complicated, another was buggy. I finally landed on adspower. Been using it for a while. It's stable, honestly. But I still want to know any other better choices? If you run multiple PPC accounts, how do you handle the environment mess?

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u/allcompanymobiles — 25 days ago