📍 https://gist.github.com/devrim/68907d3b781a968362b645163360cc00
- Strategy overview (80% validated, 10-15% returns)
- Top 10 picks ranked by conviction
- Backtest results (MSFT +6.90%, NVDA +43.37%, AAPL +26.38%)
- Earnings calendar for all tickers
- Entry/exit rules, risk management
📍 https://gist.github.com/devrim/f75a7de211cf7f67ee601dc3a072a9af
- Why 10-15% returns aren't enough → Looking for 300-600% booms
- Semiconductor boom analysis (Sep 2024 → SNDK +1,854%, WDC +540%)
- Next sector to boom: Edge AI (ARM, NXPI, QCOM) + Advanced Packaging (AMKR)
- Timeline: Insider buys NOW (May-Aug), Boom Sep-Dec 2026
- Strategy: Monitor Quiver for insider signals, buy when CEO/CFO buys
- Expected returns: 300-600% in 6-12 months
📍 https://gist.github.com/devrim/b2ebfb2b72982cb77b1d77c2199519de
- Phase 1: Paper trading on Alpaca (free, this week)
- Phase 2: Validate strategy with 20-30 trades (month 2-3)
- Phase 3: Go live with real money (month 4+)
- Daily workflow:
/quiver→/validate→ ✅ execute - Checklist before going live
- Expected monthly returns by phase
- Read NEXT_BOOM_STRATEGY first (the real opportunity)
- Start the bot:
./run_bot.sh - Monitor
/quiverdaily for insider activity in: ARM, NXPI, QCOM, AMKR, PWR
- CEO/CFO buys in edge AI ticker = boom is 2-4 months away
- Buy 2-3% position
- Hold 6-12 months
- Target 300-600% gains
- Revert to main strategy (10-15% boring returns)
- Or pivot to monitoring other emerging sectors
| Strategy | Target | Returns | Risk |
|---|---|---|---|
| Main (GIST #1) | General insider buys (MSFT, HD, TRMD) | 10-15% / year | Low |
| Next Boom (GIST #2) | Edge AI + packaging (ARM, AMKR) | 300-600% in 6-12m | Medium |
Recommendation: Watch for insider signals in edge AI. If they show up in May-Aug 2026, that's your 300%+ play. Otherwise, fall back to main strategy.
# Start bot
./run_bot.sh
# In Telegram:
/quiver # See latest insider/congressional picks
/validate ARM NXPI QCOM AMKR # Check these tickers for early signals
/status # See current positions
✅ button # Execute trade on Alpaca paper- Main GIST: Updated when new picks found (weekly)
- Next Boom GIST: Updated when insider activity detected (daily check)
- Deployment GIST: Static (reference only)
| Timeframe | Goal | Status |
|---|---|---|
| May 2026 | Find the next boom sector | ✅ Done (Edge AI) |
| May-Aug 2026 | Monitor for insider signals | ⏳ In progress |
| Sep-Dec 2026 | Catch the boom (300-600%) | ⏳ Waiting for signal |
| 2027 | Take profits, repeat | ⏳ TBD |
- GIST.md → GitHub gist (main strategy)
- NEXT_BOOM_STRATEGY.md → GitHub gist (next opportunity)
- DEPLOY_LIVE.md → GitHub gist (deployment guide)
- robin/bot.py → Telegram bot (monitor from phone)
- robin/backtest.py → Validation engine (Alpaca API)
- robin/quiver.py → Signal fetching (congressional + insider trades)
- scripts/backtest_quiver.py → CLI backtest tool
- run_bot.sh → Start the bot
- .env → Credentials (Quiver, Alpaca, Telegram)
- Past performance ≠ future results
- Edge AI boom is a HYPOTHESIS based on semiconductor pattern
- Insider buying is NOT a guarantee of future performance
- Start with paper trading ($0 real risk)
- Never risk more than 3% per position
- If win rate drops below 50%, stop and reassess
- General insider buys → 10-15% returns (boring)
- Sector-specific insider buys → 300-600% returns (exciting)
- Timing matters → Early insiders signal boom 2-4 months later
- Pattern recognition → Semiconductors boomed, now watch edge AI
The real alpha isn't in WHAT insiders buy, but in WHICH SECTOR they're buying in at the right time.
Start with NEXT_BOOM_STRATEGY. That's where the money is. 🚀