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Latest Analyses(7)

Do THEY know more? THESE stocks billionaires are selling now + tomorrow's winners from the market elite
Mario Lochner|18. Aug.

Do THEY know more? THESE stocks billionaires are selling now + tomorrow's winners from the market elite

💡 The Big Moves of the Investing Elite (13F Filings Q2 2025)

Recent 13F filings from the world's most successful investors reveal clear trends: AI remains the dominant theme, with a focus on hyperscalers, memory chips, and energy. Here are the detailed insights.

👑 The Top Decisions of the Five Stars

  • Warren Buffett (Berkshire Hathaway): The biggest buy was Alphabet (increased by 83%). Sells included Delta Airlines, Bank of America, and Kroger. Additionally, Bill Gates sold 14% of his Berkshire stake.
  • Stanley Druckenmiller: Strong focus on AI with buys of Amazon, Alphabet, Meta, and Taiwan Semiconductor. He sold Broadcom, among others.
  • Peter Thiel: Concentrates entirely on Amazon and the energy sector. His largest new bet: Vista Energy (an oil producer in Argentina).
  • Bill Ackman: His largest new position is Netflix. Other buys: Visa, S&P Global. He sold Alphabet and Amazon to finance Microsoft.
  • Leopold Aschenbrenner: Clear AI and chip focus with buys of Micron, Sandisk, and Taiwan Semi. Sells included Nvidia, Oracle, and Broadcom.

🔍 Three Key Learnings

  1. Hyperscalers Are in Demand: Buffett, Thiel, and Druckenmiller are betting heavily on cloud giants. The rationale: Despite high capex, cash flows are expected to surge as AI drives cloud revenue growth (e.g., +80%).
  2. The Chip Bet (Especially Memory) Is Alive: Elon Musk's statement "The limiting factor is memory" underscores the trend. Demand for memory chips is growing 200% per year, while production only increases by 20%. Rents for older AI chips (A100) are also rising, confirming persistent scarcity.
  3. The Insatiable Hunger for Energy: AI development is massively boosting data center power consumption. Forecasts see demand rising 172% to 258 TWh by 2027, creating a huge energy gap and investment opportunities in the energy sector.

💊 Two Key Biotech Bets

  • Natera: Druckenmiller's largest position. The company develops blood tests for pregnancy, early cancer detection, and transplant rejection monitoring.
  • Guardant Health: A personal favorite of the analyst. Their "Shield" test is a simple blood test for cancer screening (e.g., colorectal cancer). Their strength lies in covering the entire cancer journey from early detection to relapse monitoring. The data from over 1 million tests is also valuable for AI.

Important Note: The 13F data has a time lag (snapshot date June 30, 2025) and is not investment advice. Always do your own research!

SOURCE
3 free Github repos to print $$$ AI trading
Miles Deutscher Finance|21. Sept.

3 free Github repos to print $$$ AI trading

Introduction

If building your own trading bot feels overwhelming, there are professional developers who have done it for free on GitHub. This video covers my top three repositories for executing trades, along with setup and usage tips.

Repo 1: Freak Trade
  • Function: Free, open-source crypto trading bot in Python, supporting all major exchanges and controlled via web UI or Telegram.
  • Features: Backtesting, plotting, money management, and machine learning for strategy optimization.
  • Key Point: Beginner-friendly with pre-built parameters and risk settings. Also supports stocks, commodities, and FX via exchanges like Binance or Hyperliquid.
  • Live Trading: Control via Telegram commands (e.g., /performance, /start, /stop). Includes built-in backtesting with historical data and a dry run feature.
  • Conclusion: Perfect for those wanting a ready-to-use solution without deep programming.
Repo 2: Vibe Trading
  • Function: Personal trading agent with self-improving features to generate and test strategies.
  • Features: Answer market questions, backtest, review trades, read institutional filings, run analyst teams, and access a library of over 450 pre-built alpha factors.
  • Application: Ideal as a research and strategy development tool before live trading. Can connect to Alpaca for paper trading.
  • Example: Tested momentum strategies for NVDA, META, AAPL, MSFT, and AMZN, backtested with realistic fees, and set up paper trading with $100k.
Repo 3: No FX
  • Function: AI trading terminal for stocks, commodities, forex, and crypto.
  • Features: Autopilot mode, no need for personal hardware – everything runs on their servers. Provides a dashboard with liquidation maps, order books, signal matrix, and orchestration.
  • Application: Create and execute strategies directly via the web interface on Hyperliquid or other exchanges.
  • Advantage: Very user-friendly as the infrastructure is pre-built.
Conclusion & Recommendations
  • Recommendation: Try all three repos as they serve different purposes. You can combine tools, e.g., use Vibe Trading for strategy development and Freak Trade for execution.
  • Tip: Experiment with paper trading to test strategies risk-free. This is the best way to learn and improve AI trading.
  • Additional Info: For setup guides and community access, check the description.
SOURCE