@sof_z49
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on hour 6 of call of duty
Joined February 2023
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❀ sophie f, retweeted
We are in the AI Innovation Zone at ACEP26 Scientific Assembly through Wednesday.
Come by the OpenEvidence booth and bring your hardest question.
❀ sophie f, retweeted
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❀ sophie f, retweeted
Your email list is not an asset until it opens.
1/ A big dormant list is a liability. It quietly destroys your deliverability and you never see the invoice.
2/ The standard: 90 days unengaged triggers a re-engagement window.
3/ No response? Remove them. Cleanly.
4/ Clean data in, clean data out.
5/ Quarterly is the discipline. Once a year is the floor.
Stop counting subscribers. Start counting opens.
🥷 The Revenue Ronin | ⚔️ Discipline. 📊 Data. 🎯 Results.
therevenueronin.beehiiv.com
🤖 Made with AI
❀ sophie f, retweeted
You could spend your Sunday going through hundreds of charts. I already did 🫠
Here are the names, levels, and setups that actually stood out for next week.
The indices are holding up, but underneath the surface this remains an extremely selective market.
QQQ is breaking higher. Semiconductors are starting to regain strength. Bitcoin is consolidating, while rising yields remain one of the biggest risks beneath the surface.
$SPCX is one of my closest watches.
$MU is setting up beneath a key breakout.
$DDOG is sitting beneath a major resistance level.
Here’s the watchlist and recording:
$SPX: The weekly chart remains constructive. We’re still in an established uptrend followed by consolidation, and most attempts to push lower have been bought. Unless sellers finally take control, I continue to favor resolution in the direction of the larger trend. Above 7800 could eventually put 8000 in play, but yields, breadth and geopolitical risk remain important warnings underneath the surface.
$QQQ: Had a strong week and has broken out of the daily pennant while also pushing above the prior June all-time high. Friday saw a small retracement, but the breakout remains intact. As long as buyers defend it, QQQ continues to look positioned for another move higher.
$IWM: Still the weakest of the major indices. Small caps remain extremely sensitive to rates, and Friday’s sharp recovery in yields works directly against this group. Until yields begin pulling back, there isn’t much here that interests me on the long side.
base:0xe4b20925d9e9a62f1e492e15a81dc0de62804dd4: Still consolidating after the recent move higher. Thursday’s attempt toward 87K was sold aggressively, leaving a short-term double top. Buyers need to reclaim roughly 87K before I’d expect the next meaningful leg higher.
$COIN: Attempted to break out of its recent structure Friday before reversing hard and closing near the lows. If Bitcoin struggles, this could become a clean downside candidate.
$AAPL: Difficult week overall, but Friday finished much better. 335 is the first area that could make this interesting intraday, while 340 is the more meaningful trigger. Above 340 opens 345, and a break there could lead to a larger continuation move.
$META: Coming off a difficult week after showing strength the week before. The 9-day moving average rejected price, so I’d rather wait for a reclaim of 740 before getting more interested. If weakness continues, 700 and then 686 become the important support areas.
$AMZN: Trying to establish a bottom just above the 200-day moving average. There are signs of a potential double bottom, but we haven’t seen the actual thrust higher yet. Worth monitoring, but there are cleaner setups elsewhere for now.
$TSLA: Became much more interesting Friday after delivery numbers beat estimates and buyers responded aggressively. Above 375 I’m looking for 385–386. A clean break through that zone could finally open a move toward 400.
$NVDA: Made another all-time high Friday but couldn’t sustain it. I want to see a quick reclaim of the prior high near 236.50 followed by a break through Friday’s high. If that happens, another continuation move into fresh highs becomes much more likely.
$NFLX: Continues to deteriorate after the previous move into the 83–85 area. The higher-time-frame trend remains lower and there are simply better opportunities elsewhere right now.
$MSFT: Friday produced a clean inside day after Thursday’s failed push higher. I want 500 to continue holding, followed by a recovery of 520. Above 520, the price action should become much cleaner.
$AMD: Continues showing relative strength even when other semiconductors get sold. Friday’s gap higher failed to fully hold, but AMD is still outperforming many names in the group and remains worth watching.
$AAOI: Friday’s move was notable. The chart is attempting to establish a higher low and turn higher again. I’m watching 117 first, followed by 120 for a potentially larger continuation move.
$SPCX: One of my favorite setups this week. Friday finally produced the breakout, clearing both 150 and 155 before closing near the highs. The key now is 160–161, around the first IPO-day close. Above there I’d look for a squeeze toward 176–177.
$ARM: Continues struggling to get through 320. Until that resistance clears, I’d rather stay patient and wait for a cleaner setup.
$AXTI: Showing signs of life alongside AAOI and the broader photonics group. Friday’s move was constructive and could mark the beginning of renewed momentum if the theme continues.
$NBIS: 250 remains a very clear resistance level and has rejected price multiple times. If buyers can finally push through it, this could turn into a much more aggressive squeeze setup.
$SMTC: Has pushed back toward all-time highs but continues struggling with the psychological 200 level. A clean break of 200 is the setup I’m waiting for.
$SMCI: Constructive move, but 45 continues acting as resistance. That remains the next meaningful level before expecting a larger breakout.
$BE: One of my favorites this week. Buyers continue stepping in and Friday’s close was strong. Above 300 is where this could become much more interesting, with 320 and then 330 becoming upside targets.
$DELL: Finally starting to look better again. Friday was strong, and the weekly high around 568 is the level I’m watching. A breakout could restart the move toward the highs.
$LITE: One of the better-looking photonics setups. Strength is beginning to return across the group, and 1100 is the key breakout level I’m watching.
$TSM: One of my favorite semiconductor charts. Trading very close to all-time highs and continuing to show excellent relative strength. Watching roughly 475–480 for continuation and potentially a larger breakout.
$PANW: Finally managed to close above 400 after failing there repeatedly. That is a meaningful technical change. Now I want to see 400 hold as support and allow the breakout to build.
$MRVL: Rejected around 280 but remains constructive as long as roughly 270 holds. If buyers defend that area, this can remain on the semiconductor continuation list.
$CRWD: Continues to be one of the software leaders whenever the group catches a bid. I’m watching 275 as the next meaningful breakout level.
$HOOD: Friday’s reversal was ugly. Watching the Friday low around 112 as the next downside trigger if sellers continue pressing.
$SKHY: One of the memory names I really like. It had a strong recovery week and is beginning to rebuild momentum. Holding 195 keeps the structure intact, while 200 becomes both the all-time-high area and the obvious squeeze level.
$MU: One of my favorite setups this week. Earnings initially brought selling, but buyers recovered the move and the chart remains constructive. I’m watching 1108 closely. A clean break could trigger another meaningful leg higher.
$SNDK: Friday produced an inside day after the earnings volatility. A recovery of the range could create a long setup, while 1775 is the clearer upside trigger.
$WDC: Nothing compelling here right now. There are cleaner memory setups in MU and SKHY.
$ZETA: Quietly improving and beginning to approach new highs. Worth keeping on the radar if software strength continues.
$COST: Continues holding up nicely after the post-earnings reversal. If we get rotation back into this area of the market, COST could have a strong week. I’m watching 930.
$MRNA: Failed to sustain its breakout through 200. Needs to reclaim that level before I become interested again.
$DDOG: One of my favorite software watches. 278–282 has become a very significant resistance zone on both the daily and weekly charts. A clean break above 282 could finally trigger the larger continuation move.
$SNOW: Quietly setting up beneath 350. Software has been selective, but this is one of the names worth monitoring if momentum broadens again.
$OKTA: Weekly structure continues to look strong and is one-time framing higher. Watching 216 for continuation.
$NET: Consolidating nicely after an exceptional run. A break through roughly 355 could restart momentum and put this back in play.
$HNGE: Printed a clean inside week. Watching 126 for a potential continuation move higher.
$LLY: Friday produced an ugly reversal. I’m watching 1140 for a potential downside continuation setup.
$PLTR: Getting closer again after several constructive weeks. 195–200 is the area I’m watching for a potential squeeze if buyers return.
$ALAB: Building what looks like a bull flag, although sellers continue stepping in on attempts higher. Watching 365–368. A clean break could open the 380s.
$NKE: Buyers stepped in after the earnings gap lower and produced a better reaction than the initial move suggested. Worth keeping on the radar to see whether that dip continues to get bought.
Overall theme:
The indices remain surprisingly resilient, but the market underneath continues to narrow.
QQQ is breaking higher while IWM remains weak as yields push higher. Semiconductors are beginning to show renewed strength, particularly in TSM, MU, SKHY, AMD and the photonics group.
Bitcoin continues holding up, but crypto-related stocks are becoming increasingly selective.
Macro remains the largest risk. Yields are accelerating, the dollar is strengthening, breadth remains poor, and geopolitical headlines continue creating sharp intraday reversals.
For now, I remain cautiously optimistic, but this is still a stock-picker’s market.
Favorites ❤️ this week: SPCX, BE, TSM, SKHY, MU, DDOG.
.sm
❀ sophie f, retweeted
Powered by the Dell XPS laptop, the next generation of designers from Central Saint Martins reimagined @mclarenf1's legacy through a fresh lens. The event was an inspiring demonstration of what can happen when technology, racing, and fashion come together.
❀ sophie f, retweeted
“No one writes anything worth writing, unless he writes entirely for the sake of his subject.”
❀ sophie f, retweeted
#LWX issues Short-term Forecast (NOW) at Oct 2, 6:48 PM EDT for Anne Arundel, Central and Southeast Howard, Southern Baltimore [MD] mesonet.agron.iastate.edu/p.…
❀ sophie f, retweeted
🔥 The first @virtuals_io| $VIRTUAL cycle was about launching AI agents.
I think the next one could be about what those agents actually do with capital.
That is why I’m starting to look at $VIRTUAL again.
The market still seems to price Virtuals like the 2025 “AI agents on Base” trade.
But the protocol is becoming much broader than that.
1/ $VIRTUAL is still the base asset for the core agent-token economy: new agent tokens pair against it, trading routes through it, and liquidity gets locked. Whitepaper
Now the next rails are starting to show up:
- ACP -> agents hiring and paying other agents
- Occupy -> trading builds tokenized-stock treasuries governed by AI Senates
- Multi-chain -> Base, Solana, Robinhood Chain and now Arc
- Robotics -> moving from software agents into physical work
- veVIRTUAL -> locking $VIRTUAL for governance + ecosystem rewards Virtuals Protocol
2/ Occupy is the part I’m watching most.
Instead of another agent token, trading activity can now accumulate real tokenized equities into shared treasuries, while holders elect agents to manage that capital. Occupy
3/ At ~$0.81 and roughly ~$530M market cap, $VIRTUAL is still around 68% below its Jan 2025 high. The price has been consolidating for 8 months while the infrastructure continues to develop, setting the stage for a breakout that looks ready to happen.
The first run was powered by agent-launch mania.
I believe the next growth phase will come from real capital inflows, commerce between agents, new chains, and another key factor: Robotics, or physical AI - all of which will continue to create demand around the Virtuals ecosystem.
That’s why I’m starting to take a small position in $VIRTUAL at this stage.
Some chads are bullish at $VIRTUAL: @Louround_ @OnlyHades_ @TMtheOG @FarmerJoe0x @3DMax_Virtuals @im_goomba @everythingempty @0xTP91
🔥 Although the Robinhood Chain is attracting market attention, another sector is also quietly developing and could become a narrative: Robotics.
And, surprisingly, @virtuals_io | $VIRTUAL is playing a certain role in the AI robotics economy.
The old thesis that @virtuals_io is only an AI agent launchpad doesn’t really hold anymore.
Figure, 1X, Apptronik, Unitree are competing to build the body. NVIDIA and the model labs are competing to build the intelligence.
Virtuals is trying to own what sits between the two and the economy around them: capital + data + identity + jobs + payments.
I’m imagining the infra that turns an AI agent into an actual economic worker, then eventually gives that worker a body.
Which explains why robotics is actually a pretty logical extension of what they already built.
- EconomyOS gives an agent its email, card, wallet, compute account and token layer.
- ACP gives it a way to request work, lock money in escrow, execute, get evaluated and settle/refund automatically.
The boring infra humans already have through bank accounts, contracts, payroll and business identity, rebuilt for machines that need to transact without asking a human every time.
And they already pushed this from software into hardware.
Back in April, a Virtuals humanoid 3D-printed an item, hired a @realRiceAI rover for pickup and @FlybyRobotics for drone delivery.
The handoffs were negotiated + paid on Base using USDC/x402, with escrow and an evaluator releasing payment after the job was verified.
Only a lab demo rn, not some huge autonomous logistics network, but the important part is the same commerce primitive built for AI agents also works when the agent has wheels, arms or wings.
Virtuals has also historically talked about $300M–$479M of digital aGDP from the agent economy.
If robots can use the same rails, aGDP eventually starts including warehouse work, housekeeping, retail, harvesting, security, delivery and whatever physical task can be priced + verified.
Physical aGDP should be how much actual work machines complete, how much revenue they generate and how much of it settles through this economy.
Now you can see the full stack they are trying to connect.
A robotics team raises through Virtuals → gets hardware/testing through @eastworlds_io → generates teleop data → trains better policies → deploys into real jobs → gets paid through ACP → creates aGDP → capital/incentives/ownership eventually route back through $VIRTUAL.
Same project can touch the Virtuals stack at almost every point in its life. Much bigger position than just being the place where the token launched.
In theory, it becomes a market-based filter for which early robotics teams get access to expensive physical infra they couldn't build themselves.
- @FabricFND $ROBO was the first Titan and traded as high as ~$400M.
- @xmaquina gives another route into private humanoid exposure
- @StrikeRobot_ai used ACF for funding
- @PrismaXai, @caspius_ai, @exylos_ai etc filling different parts of data/verification/sim-to-real
Now you understand why I’m seeing Virtuals as the capital market + data market + labor settlement layer around the whole category.
❀ sophie f, retweeted
guess many here are used to borrowing on lending protocols, and maybe a few even minted stables.
quite sure this one will sound new to everyone though.
collateral-only positions will make it simple to get yield without having to mint any debt.
people can basically just chill and get yield on pETH collateral.
You shouldn't have to take on debt to earn.
pAssets like USDp and GOLDp will support collateral-only positions.
You deposit pETH into any market with no debt at the start (no minting at all), so you only have pETH exposure.
Then you just wait for the position to earn yield, in two ways:
- the Protocol Safety Rate, where higher-leverage positions pay you.
- peg arbitrage fees, as all open positions earn from peg buying and redeeming.
❀ sophie f, retweeted
Two banger panels at TOKEN2049 Singapore next week and together they show how fast this industry is growing up.
First, the reinvention of payments: PayPal, Fireblocks, MoonPay and Rain on the stablecoin boom, how crypto is speeding up the velocity of money, and the infrastructure making fiat-to-crypto seamless and invisible.
Second, the institutionalization of crypto: Invesco, Coinbase Institutional and CME Group on what investors actually want from crypto today, the expanding product suite, and where institutional capital is flowing.
See you in Singapore.
❀ sophie f, retweeted
Full article👇
eomag.io/article/hexa-emile-…
❀ sophie f, retweeted
I got my hopes up about @VestExchange today.
My whole problem with prop firms is in my post from earlier today: strategies that make money and still die on the rules. Then my feed filled up with Vest payouts. Instant account. No profit target, no consistency rule, no minimum days, no daily loss limit. Claim profit whenever you want, keep 95%.
No walls. That would fix my problem.
So I sat down with my research setup and went through their rules. One line in their FAQ explains the whole product:
"Your payment is equal to your Max. Drawdown at every size."
That means the 25K account costs $1,000, and it closes for good when it's down $1,000. The way I read it, nobody funds your drawdown. You pay for it yourself, up front.
The question is: why not just trade my own $1,000?
Let's say I have a bad week. With my own money I still have $700, and it's mine. On the Instant account I can only take out profit above the starting balance. The $1,000 is gone after the first trade, and Vest keeps 5% of every claim. I need about $1,053 in profit just to be back at zero.
So a $300 claim on day two isn't income yet. It pays $285, and I'd still be $715 short of the fee.
What do I get for it? The position size of a 25K account, and a loss that can't go past what I paid. That's worth something. It's just not what the screenshots made me think.
I also ran the simple math. Target = stop, no costs. How often do you earn the $1,000 back before the account closes? With a 55% win rate: 52% of the time at $500 risk a trade, 88% at $100. With a coin flip you never get above 50%. No clock means small risk wins, if you have an edge. If you don't, no rule set will save you.
What I'd want you to know before you buy one:
Payouts aren't profit until they add up to more than the fee.
No walls doesn't mean easy. The drawdown is the wall, and you paid for it.
You trade Vest's own Nasdaq contract and get paid in crypto. I can't judge their spread or fills.
The company behind it sits in Panama. A dispute goes to arbitration in Panama, and the terms let them change the program at any time.
Topstep rents you a buffer and builds walls around it. Vest sells you the buffer and takes the walls away.
Which one kills your strategy first, the rules or the drawdown?
I don't have a Vest account. Rules read Oct 1, 2026 (their FAQ, terms and public plan data), they can change. The numbers are plain math with independent trades, not a backtest. I trade Topstep as a paying customer. Not affiliated with, sponsored or endorsed by Topstep or Vest. My eToro partnership has nothing to do with this. Not financial advice.
❀ sophie f, retweeted
The AI model ecosystem is expanding fast. Global CTO & Chief AI Officer John Roese shares a clear framework for choosing the right model — and building with confidence. del.ly/6016BGQPv4
