Sumeet
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sumeetbadyal.bsky.social
Sumeet
@sumeetbadyal.bsky.social
Sharing what I’m reading
Had a great year learned a lot hope to keep learning next year. Hope everyone has some quality time with loved ones
December 24, 2025 at 5:28 PM
Made #$MSFT my largest position. Think it will be a large beneficiary of increased ai spend
December 23, 2025 at 9:20 PM
Some tickers that i have no position but would like to add

#$Snps
#$Odfl
#$Alb
#$Msft

Not already owning msft is kind of silly
December 21, 2025 at 9:30 PM
Noticed with soxl. If i can isolate the factor and find the highest beta way to play that factor can really crank the r/r.
December 21, 2025 at 5:38 PM
Enjoyed the writing

giftarticle.ft.com/giftarticle/... Inside the secret supply chain fuelling America’s wars
Inside the secret supply chain fuelling America’s wars
And what Will Somerindyke’s company, Regulus Global, means for the future of conflict
giftarticle.ft.com
December 20, 2025 at 3:58 PM
#$AVAV looks interesting
December 19, 2025 at 10:48 PM
Might be early but #$CHH looks like a tariff refund & world cup beneficiary. 5y chart looks interesting
December 18, 2025 at 5:32 PM
Unfamiliar with the hospital space but #$HCA #$UHS #$THC seem like interesting longs
December 18, 2025 at 3:20 PM
Pretty quiet day for my portfolio. Took some soxl jan 16 calls for eoy rally if it exists
December 17, 2025 at 7:18 PM
Somehow bottom ticked #$NOW
December 17, 2025 at 3:45 PM
Trading in this region always presented a bit of a moral quagmire giftarticle.ft.com/giftarticle/... The American company seeking to counter China in Africa
The American company seeking to counter China in Africa
Ivanhoe Atlantic’s ‘Liberty Corridor’ would supply iron ore to US and allies but faces opposition in west Africa — and Washington
giftarticle.ft.com
December 17, 2025 at 1:42 PM
Think imma focus on building single focused agents in January
December 15, 2025 at 8:50 PM
I find customer support phenomenal when taking to the person or people who genuinely love what their doing and want to make a good product
December 15, 2025 at 7:16 PM
Took a flyer on #$NOW feels like an ai beneficiary eventually
December 15, 2025 at 4:08 PM
Trading was more fun when taxes were negligible and ignorable. Good problem to have but annoying seeing the post tax profit vs pre tax profit
December 15, 2025 at 3:17 PM
#$KRE Jan 27’ calls @75 think theres a lot of tailwinds heading into next year
December 15, 2025 at 3:16 PM
Excited to see #$ECH price movement tomorrow. My largest active position been slowly taking profits
December 15, 2025 at 4:58 AM
#$KRE seems like obvious easy long
December 15, 2025 at 12:59 AM
Enjoy finding hidden gems that have quiet intimate atmosphere. giftarticle.ft.com/giftarticle/... London’s private members’ club scene is growing. Just don’t call them clubs
London’s private members’ club scene is growing. Just don’t call them clubs
Undeterred by reports of an exodus of the wealthy from the UK, a new breed of institution is opening its doors
giftarticle.ft.com
December 14, 2025 at 10:12 PM
No wifi on my flight but all my code fails and uses local parquets. Was great for productivity
December 14, 2025 at 6:20 PM
#$ATRL seems like my best trade idea for 2026. Need to hedge CAD exposure
December 14, 2025 at 9:02 AM
Heard a lot about this. Trend following seems tricky with the current state of affairs www.ft.com/content/4300... Inside the ‘rolling thunder’ quant crises of 2025
Inside the ‘rolling thunder’ quant crises of 2025
It’s been quite the year for systematic investors
www.ft.com
December 13, 2025 at 4:00 AM