Offshore
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The Few Bets That Matter
We will have a 24/7 market. Like it or not, it’s coming.
It’s the logical next step and it will create opportunities for those who can adapt. You can expect:
🔹 More volatility
🔹 Different behavior by region
🔹 More scripted trading on news and geopolitics
You can call it bad or against the values of investing but it doesn't matter, you won’t get a choice. What matters is that it will create massive opportunities for those who want to work to leverage the system and profit from it.
Stomach and systems will matter more than ever, and many will lose their minds and their money. But again, you won't have a choice on if it happens or not. You will only have a choice on how you react and adapt to it.
Every change creates opportunities.
Build. Your. System.
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We will have a 24/7 market. Like it or not, it’s coming.
It’s the logical next step and it will create opportunities for those who can adapt. You can expect:
🔹 More volatility
🔹 Different behavior by region
🔹 More scripted trading on news and geopolitics
You can call it bad or against the values of investing but it doesn't matter, you won’t get a choice. What matters is that it will create massive opportunities for those who want to work to leverage the system and profit from it.
Stomach and systems will matter more than ever, and many will lose their minds and their money. But again, you won't have a choice on if it happens or not. You will only have a choice on how you react and adapt to it.
Every change creates opportunities.
Build. Your. System.
JUST IN: NYSE to launch 24/7 stock trading through on-chain tokenization tweet
Offshore
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Quiver Quantitative
BREAKING: A brand new account on Polymarket just bet $100K that Trump will acquire Greenland.
They will win half a million dollars if they are correct.
The account name is "GamblingRuinsLives". https://t.co/2TetPLR59G
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BREAKING: A brand new account on Polymarket just bet $100K that Trump will acquire Greenland.
They will win half a million dollars if they are correct.
The account name is "GamblingRuinsLives". https://t.co/2TetPLR59G
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Offshore
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Clark Square Capital
Betterware $BWMX with a fantastic deal to buy Tupperware ops in Mexico/Brazil for $250 million USD at ~3x EBITDA and <6x FCF. The transaction will be funded primarily by debt.
The deal will lift EPS by ~$0.60, even before any synergies. https://t.co/wxm2LihpPl
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Betterware $BWMX with a fantastic deal to buy Tupperware ops in Mexico/Brazil for $250 million USD at ~3x EBITDA and <6x FCF. The transaction will be funded primarily by debt.
The deal will lift EPS by ~$0.60, even before any synergies. https://t.co/wxm2LihpPl
One of the cheapest stocks I own is $BWMX -- Betterware de Mexico. BWMX is a direct sales company in Mexico (homewares, cosmetics) trading at 6x ’25 earnings and ~5x 2026 earnings.
After a long period of digestion, Betterware is back to growing its salesforce, which is likely to result in a re-rating. At 8-10x earnings, the stock could trade at $20-$25 vs ~$13 today. If no re-rating, you can still get paid through a mid-to-high-teens return through dividends (~10%) and debt paydown.
I am sharing my full write-up (no paywall) below. tweet
Offshore
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God of Prompt
Engineers are so cooked. This AI Tool can now build Agentic AI Apps like Cursor.
Been testing https://t.co/oRjnPzt4wj for 3 days straight.
You can build Cursor, Perplexity, Gamma. All of them. In minutes.
Blink is the world's first platform that lets you build agentic AI apps from plain prompts.
No cap... this just killed the no code game.
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Engineers are so cooked. This AI Tool can now build Agentic AI Apps like Cursor.
Been testing https://t.co/oRjnPzt4wj for 3 days straight.
You can build Cursor, Perplexity, Gamma. All of them. In minutes.
Blink is the world's first platform that lets you build agentic AI apps from plain prompts.
No cap... this just killed the no code game.
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Offshore
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AkhenOsiris
$AMZN
Good find by MBI, extracted text from the LinkedIn post:
Ian Simpson
SVP, Innovation & Strategy at Sensor Tower
My team and I have just completed one of the most exciting pieces of research we've done at Sensor Tower. We analyzed 100,000+ real Amazon shopping sessions over #BlackFriday to understand how shoppers actually used #Rufus and we were NOT disappointed.
A few highlights:
- Rufus sessions drove 3.5x higher conversion than non-Rufus sessions
- Nearly all incremental Black Friday growth came from Rufus-assisted shopping
- Rufus accounted for 40% of sessions but 66% of purchases
- We identified 10 distinct #ShoppingFunnels, each with a different Rufus role from early decision-making to late-funnel rescue
In other words, consumers found opportunities to use Rufus throughout the funnel to find products, build confidence and get to answers more quickly.
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$AMZN
Good find by MBI, extracted text from the LinkedIn post:
Ian Simpson
SVP, Innovation & Strategy at Sensor Tower
My team and I have just completed one of the most exciting pieces of research we've done at Sensor Tower. We analyzed 100,000+ real Amazon shopping sessions over #BlackFriday to understand how shoppers actually used #Rufus and we were NOT disappointed.
A few highlights:
- Rufus sessions drove 3.5x higher conversion than non-Rufus sessions
- Nearly all incremental Black Friday growth came from Rufus-assisted shopping
- Rufus accounted for 40% of sessions but 66% of purchases
- We identified 10 distinct #ShoppingFunnels, each with a different Rufus role from early decision-making to late-funnel rescue
In other words, consumers found opportunities to use Rufus throughout the funnel to find products, build confidence and get to answers more quickly.
interesting data here https://t.co/lc5S4AzbHZ tweet
God of Prompt
Steal my research-backed prompt optimizer that actually works.
—————————-
PROMPT OPTIMIZER
—————————-
You are a prompt refinement assistant.
STEP 1: CLARIFY
Before optimizing, ask 2-3 targeted questions:
- What specific outcome do you need?
- What constraints matter (length, format, audience)?
- What has failed before? (if applicable)
STEP 2: STRUCTURE
Rewrite the prompt with:
- Clear task statement (one sentence)
- Required constraints (bullet list)
- Output format specification
- Example of desired output (if complex)
STEP 3: VERIFY
After generating the optimized prompt, ask:
"Does this capture what you need? What should I adjust?"
Do not use elaborate role assignments.
Do not add unnecessary complexity.
Prioritize clarity over cleverness.
tweet
Steal my research-backed prompt optimizer that actually works.
—————————-
PROMPT OPTIMIZER
—————————-
You are a prompt refinement assistant.
STEP 1: CLARIFY
Before optimizing, ask 2-3 targeted questions:
- What specific outcome do you need?
- What constraints matter (length, format, audience)?
- What has failed before? (if applicable)
STEP 2: STRUCTURE
Rewrite the prompt with:
- Clear task statement (one sentence)
- Required constraints (bullet list)
- Output format specification
- Example of desired output (if complex)
STEP 3: VERIFY
After generating the optimized prompt, ask:
"Does this capture what you need? What should I adjust?"
Do not use elaborate role assignments.
Do not add unnecessary complexity.
Prioritize clarity over cleverness.
tweet
Offshore
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Quiver Quantitative
JUST IN: Senator Eric Schmitt has introduced legislation that would revoke citizenship for legal migrants who commit fraud. https://t.co/AC1lDoNNvJ
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JUST IN: Senator Eric Schmitt has introduced legislation that would revoke citizenship for legal migrants who commit fraud. https://t.co/AC1lDoNNvJ
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Offshore
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Brady Long
RT @buckeyevn: @cursor_ai 3M-line “rebuild a browser” attempt is the most interesting agent demo I’ve seen so far in 2026, not for the code volume but because it reveals the benchmark we actually need.
To solve long-horizon software engineering, we need a new SWE-bench. DARPA-style: build something big, then grade only the artifact at the end.
Browsers already have the scoreboard: BrowserBench (Speedometer, JetStream, MotionMark) for performance, and Web Platform Tests for compatibility.
The code isn’t the point. The shipped system is. We’re entering an era where code becomes a means, not the product.
Faster inference (e.g. OpenAI + Cerebras) compresses the loop, which is exactly what long-horizon tasks need.
If this goes from “attempted” to “solved” in 6–12 months, what does software engineering become?
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RT @buckeyevn: @cursor_ai 3M-line “rebuild a browser” attempt is the most interesting agent demo I’ve seen so far in 2026, not for the code volume but because it reveals the benchmark we actually need.
To solve long-horizon software engineering, we need a new SWE-bench. DARPA-style: build something big, then grade only the artifact at the end.
Browsers already have the scoreboard: BrowserBench (Speedometer, JetStream, MotionMark) for performance, and Web Platform Tests for compatibility.
The code isn’t the point. The shipped system is. We’re entering an era where code becomes a means, not the product.
Faster inference (e.g. OpenAI + Cerebras) compresses the loop, which is exactly what long-horizon tasks need.
If this goes from “attempted” to “solved” in 6–12 months, what does software engineering become?
We built a browser with GPT-5.2 in Cursor. It ran uninterrupted for one week.
It's 3M+ lines of code across thousands of files. The rendering engine is from-scratch in Rust with HTML parsing, CSS cascade, layout, text shaping, paint, and a custom JS VM.
It *kind of* works! It still has issues and is of course very far from Webkit/Chromium parity, but we were astonished that simple websites render quickly and largely correctly. tweet
Offshore
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God of Prompt
AI Knowledge Lifecycle Management boosts my productivity.
It helps me make smarter decisions.
• Streamline creation processes
• Organize information seamlessly
• Share and archive effectively
🔗 Click below to read more:
https://t.co/TB6uhz20Y6 https://t.co/g8YxmTsZiK
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AI Knowledge Lifecycle Management boosts my productivity.
It helps me make smarter decisions.
• Streamline creation processes
• Organize information seamlessly
• Share and archive effectively
🔗 Click below to read more:
https://t.co/TB6uhz20Y6 https://t.co/g8YxmTsZiK
tweet
Offshore
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Fiscal.ai
Delta now generates more revenue from its Premium business than the Main Cabin.
And that is management's focus:
"We plan to grow capacity by 3% for the full year, with all new seat growth concentrated in premium cabins."
$DAL https://t.co/Bk1tig4sd1
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Delta now generates more revenue from its Premium business than the Main Cabin.
And that is management's focus:
"We plan to grow capacity by 3% for the full year, with all new seat growth concentrated in premium cabins."
$DAL https://t.co/Bk1tig4sd1
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