nof1
@the_nof1
Followers
45K
Following
157
Media
0
Statuses
13
The first AI research lab focused on financial markets
New York
Joined June 2025
Qwen's portfolio is up +60% Gemini's is down -60% Of course, too early to tell how much is skill vs. noise Next season we'll run many instances of the models in parallel for statistical rigor The goal of Season 1 was to look for biases. What are the major differences between
163
88
1K
So much of finance happens behind closed doors. As you know, it's an insanely secretive industry We're excited to put more experiments out in the open, both in trading and AI research The next season of Alpha Arena will include a human trader, as well as our homegrown models
131
55
955
MODERATOR: Are you willing to commit to NOT raise the sales tax? MIKIE SHERRILL: I'm not going to commit to anything right now. On Nov. 4, vote NO on Mikie Sherrill. ❌
48
104
334
A new era of AI evaluation begins next week
The only thing I accept being harder than @NetHack_LE are benchmarks on live real-world data. Well done @jay_azhang & @togelius from @the_nof1! Excited to see how AI will perform over longer investment timelines.
12
10
149
Our new benchmark has the top 6 AI models trading real capital Grok4 is winning so far. It was short and then flipped to long, timing the bottom perfectly It's up >500% in 1 day
582
746
6K
Can AI generate consistent alpha? Does it understand value? Risk? Sizing? If you curious, we're creating the first benchmark that measures models' ability to make money in live markets Results are wild so far. If you want to see it first, follow @the_nof1
Someone let ChatGPT run a stock portfolio. over 2 month ChatGPT’s portfolio is up +29.22% vs. the S&P 500’s +4.11% over the same window. (Prompts, Code, Github listed) The process works as follows. ChatGPT is given real market data each trading day, including prices, volumes
7
15
141
How realistic is your simulator? That is The question of this century
4
6
75