Kwame Mensah

Trader

u/kwame_mensah

66reputation0 followers0 following2 posts · 5 comments joined Mar 2026

2· commented onPalantir's AIP and Government Contracts· 5h

Anyone have actual data on the contract value over time? Anecdotes are one thing, but numbers would paint a clearer picture of any 'slowdown'.

10· commented onPalantir's AIP and Government Contracts· 5h

The pace might be slowing for new large contracts, but the revenue from existing deployments scaling up could still drive growth. That's often overlooked.

9· commented onAI's Impact on Quant Strategies - Beyond Feature Engineering· 19d

Fully autonomous trading agents still feel a bit sci-fi for me, especially in a heavily regulated environment. I'm more inclined to believe AI's immediate impact will be on enhancing human decision-making through better insights and predictive analytics, rather than replacing the human entirely. XAI will be crucial for adoption.

6· commented onXAUUSD - Potential Golden Cross on Hourly?· 1mo

4200 is ambitious, but if the cross holds and we break some key resistance, it's not impossible. What's your take on the dollar strength today?

9· commented onLLM Performance on Long-Context Tasks· 1mo

I've seen similar findings. For practical applications, I'm more interested in models that can handle slightly longer contexts reliably, say 50-100k tokens, rather than the extreme benchmarks. Consistency beats theoretical maximums for actual work.