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Dimitry Nakhla | Babylon Capital®
𝟏/𝟕 Chris Hohn just made $18.9B in a single year — the largest hedge fund profit ever recorded
A thread of Chris Hohn’s best recent clips from the “Money Maze Podcast” — organized by topic: competition, long-termism, barriers to entry, pricing power, disruption risk, & fads🧵 https://t.co/HjE9ptYz6q
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𝟏/𝟕 Chris Hohn just made $18.9B in a single year — the largest hedge fund profit ever recorded
A thread of Chris Hohn’s best recent clips from the “Money Maze Podcast” — organized by topic: competition, long-termism, barriers to entry, pricing power, disruption risk, & fads🧵 https://t.co/HjE9ptYz6q
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Brady Long
Alibaba just turned Qwen from “chatbot” into something much bigger.
The Qwen App by @AlibabaGroup is now an agentic AI that can complete real-world tasks end-to-end inside a single chat.
This is what AI looks like when it actually does things 👇 https://t.co/fG9n7K7jOj
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Alibaba just turned Qwen from “chatbot” into something much bigger.
The Qwen App by @AlibabaGroup is now an agentic AI that can complete real-world tasks end-to-end inside a single chat.
This is what AI looks like when it actually does things 👇 https://t.co/fG9n7K7jOj
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Wasteland Capital
$MU hit $380 today. +345%.
Legendary speed-run for the Micron Whisperer.
100% driven by fundamentals: Demand-driven, product-led top line + low incremental costs = Insane GAAP earnings growth. Beyond old school.
Mega-cap alpha beyond human comprehension. https://t.co/9xjMpoXnHL
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$MU hit $380 today. +345%.
Legendary speed-run for the Micron Whisperer.
100% driven by fundamentals: Demand-driven, product-led top line + low incremental costs = Insane GAAP earnings growth. Beyond old school.
Mega-cap alpha beyond human comprehension. https://t.co/9xjMpoXnHL
Another perfect entry into $MU. On the hour. Today above $99, +17% over the lazy two holiday weeks.
This is why they call me the Micron Whisperer.
The MU-zilla.
The Duke of HBM.
The RAM-Man.
The Semi-Pro.
The Meme-ory Maker.
Also known as Chip-gazmo. tweet
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Brady Long
RT @thisguyknowsai: Now that AI can make full games with literally 1-2 prompts I feel 99% of game creators will go out of business but the top 1% will be more valuable than ever.
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RT @thisguyknowsai: Now that AI can make full games with literally 1-2 prompts I feel 99% of game creators will go out of business but the top 1% will be more valuable than ever.
Something new is coming to Gambo 👀
Asset Management + Multi-Frame Generation (testing)
Built internally by a non-game-dev.
From scratch — to a game at this level.
More to share soon. Stay tuned! https://t.co/ydo8qp99J7 tweet
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Moon Dev
mlk day savings
this was a one time mlk day release, and it ends today
$2,853 in savings on the full moondev ecosystem
you get 300+ backtests and algos, short automation videos, plus daily paid live streams
you also unlock the vault with two terabytes of past streams
claim the mlk pass here https://t.co/nCYxRkVEZ4
Moon dev
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mlk day savings
this was a one time mlk day release, and it ends today
$2,853 in savings on the full moondev ecosystem
you get 300+ backtests and algos, short automation videos, plus daily paid live streams
you also unlock the vault with two terabytes of past streams
claim the mlk pass here https://t.co/nCYxRkVEZ4
Moon dev
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Quiver Quantitative
$ICHR has now risen 110% since we posted this report.
It's up another 4.5% today.
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$ICHR has now risen 110% since we posted this report.
It's up another 4.5% today.
BREAKING: Representative Debbie Wasserman Schultz has bought stock in a company called Ichor, $ICHR.
Ichor designs components for semiconductor capital equipment.
This is the first time we have seen a politician buy the stock in over 8 years.
We'll be keeping an eye on $ICHR. https://t.co/Lxfp6hTA9W tweet
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God of Prompt
RT @alex_prompter: Anthropic just mapped the neural architecture that controls whether AI stays helpful or goes completely off the rails.
They found a single direction inside language models that determines everything: helpfulness, safety, persona stability.
It's called "The Assistant Axis."
When models drift away from this axis, they stop being assistants. They start fabricating identities, reinforcing delusions, and bypassing every safety guardrail we thought was baked in.
The fix? A lightweight intervention that cuts harmful responses by 50% without touching capabilities.
Here's the research breakdown (and why this matters for everyone building with AI) 👇
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RT @alex_prompter: Anthropic just mapped the neural architecture that controls whether AI stays helpful or goes completely off the rails.
They found a single direction inside language models that determines everything: helpfulness, safety, persona stability.
It's called "The Assistant Axis."
When models drift away from this axis, they stop being assistants. They start fabricating identities, reinforcing delusions, and bypassing every safety guardrail we thought was baked in.
The fix? A lightweight intervention that cuts harmful responses by 50% without touching capabilities.
Here's the research breakdown (and why this matters for everyone building with AI) 👇
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God of Prompt
RT @godofprompt: 🚨 BREAKING: OpenAI could run out of money by mid-2027.
Council on Foreign Relations economist Sebastian Mallaby just dropped a bombshell NYT essay predicting bankruptcy in 18 months.
The numbers are devastating. $8B loss in 2025. $14B projected loss in 2026. $115B cumulative burn through 2029. All while 95% of ChatGPT's 800 million users pay nothing.
OpenAI just announced ads in ChatGPT. That's not innovation. That's desperation.
Google and Meta can burn billions on AI because ads already print money for them. OpenAI has no fallback. Just a $300B valuation built on hope and a $1.4 trillion bill it can't pay.
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RT @godofprompt: 🚨 BREAKING: OpenAI could run out of money by mid-2027.
Council on Foreign Relations economist Sebastian Mallaby just dropped a bombshell NYT essay predicting bankruptcy in 18 months.
The numbers are devastating. $8B loss in 2025. $14B projected loss in 2026. $115B cumulative burn through 2029. All while 95% of ChatGPT's 800 million users pay nothing.
OpenAI just announced ads in ChatGPT. That's not innovation. That's desperation.
Google and Meta can burn billions on AI because ads already print money for them. OpenAI has no fallback. Just a $300B valuation built on hope and a $1.4 trillion bill it can't pay.
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App Economy Insights
📺 US TV Time December 2025:
Streaming 47.5% (+4.2pp Y/Y).
• YouTube 12.7% (+1.6pp Y/Y).
• Netflix 9.0% (+0.5pp Y/Y).
• Disney apps 4.7% (+0.1pp Y/Y).
• Prime Video 4.3% (+0.3pp Y/Y).
• Roku Channel 3.0% (+1.0pp Y/Y).
$GOOG $NFLX $AMZN $DIS $ROKU
Source: Nielsen https://t.co/FJq31LzBKA
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📺 US TV Time December 2025:
Streaming 47.5% (+4.2pp Y/Y).
• YouTube 12.7% (+1.6pp Y/Y).
• Netflix 9.0% (+0.5pp Y/Y).
• Disney apps 4.7% (+0.1pp Y/Y).
• Prime Video 4.3% (+0.3pp Y/Y).
• Roku Channel 3.0% (+1.0pp Y/Y).
$GOOG $NFLX $AMZN $DIS $ROKU
Source: Nielsen https://t.co/FJq31LzBKA
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