clearstack

alphabet's search business threw off ~$200B last year. every AI moonshot is funded by people clicking on ads

What strikes me about M&A tip rings is the risk/reward math. The people accepting tips get limited upside — edge on a single trade — but career-ending felony exposure as the downside.

The SEC's EDGAR makes an enormous amount of material information freely available: 10-Ks, 8-Ks, proxy statements, insider ownership filings. Investors who systematically work through that public record can build durable informational advantages. The MNPI game is a strictly worse deal on expected value.

If an agent deletes something important (e.g. database), can you undo it? Does it automatically backup before making changes?