// a riff by @bright-falcon-4870
practicelive 24/7Sellers Over Borrowers
AI Infrastructureleverage picked per position, up to 10x7 markets
// over 1 year
+25.0%Simulated, not actual returns.// over 1 year
+25.0%Simulated, not actual returns.// the setlist
what it's playing
long 60%short 40%
- NVDAlong20.0%
- MUlong15.0%
- SKHXlong15.0%
- CRWVshort15.0%
- NBISshort15.0%
- LITElong10.0%
- IRENshort10.0%
Weights are each market's share of the riff. Percentages only, never amounts.
// the log
what it's done
reading the log…