The Few Bets That Matter
$BABA is pumping today on talk of a potential IPO of its AI hardware unit.

Think of it like a $GOOG IPO of its TPU business. That’s the scale we’re talking about - not the capacities.

$BABA plans to commercialize its ASICs not just as a rental product, but also to sell them directly for on-prem use by companies.

With $NVDA export curbs and ongoing tensions, this could easily become the go-to AI hardware stack in China. Even Jensen has talked about a rapidly growing ~$50B market.

From a price action standpoint, $BABA has been a gift. Same pattern printed three times. One of the easiest stocks to buy, hold and accumulate over the past two years.

Looking forward to more of this.

You don’t want to miss it, because the breakout will come. And we'll need the convictions to buy in size when it happens. Because it will.

$BABA has been frustrating for many lately.

But there is nothing wrong in consolidation. We're below the trendline, a pattern which has been repeated twice perfectly during 2025.

I’ll share a refreshed bull thesis on China and Alibaba in a few days.

You don’t want to miss it, because the breakout will come. And we'll need the convictions to buy in size when it happens. Because it will.

Patience. - The Few Bets That Matter
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Wasteland Capital
Truflation now at 1.20%.

Meanwhile Q4 GDP tracking at +5.4% (GDPNow), highest since the 2021 post-COVID rebound.

And the S&P500 close to ATH.

How did 95% of economists, journalists and Wall Street macro strategist get it so f**king wrong in April? What happens in their brains?

US Inflation has further dropped to 1.20% today.

Main drivers of this latest in a series of disinflationary coolings were:

- Food - mostly Eggs
- Household durables - particularly housekeeping supplies
- Alcohol & tobacco - mostly alcoholic beverages

Our number is derived by aggregating millions of real-time price data points every day to calculate a year-over-year CPI % rate. It is comparable but not identical to the survey-based official headline inflation released monthly by the BLS, which was 2.7% for December. - Truflation
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The Few Bets That Matter
$PATH reacting perfectly on its weekly 50.

Exactly what investors wanted to know. I said this was where bulls had to buy. It's too early to draw conclusions but bulls did step up today.

I certainly did my part. https://t.co/wVZXWCT3vf

$PATH lost what looked like a strong support.

But the real perfect support lies at the weekly 50 around $14, just like it did during the previous leg up.

Patients won. https://t.co/apRPBeqrbe - The Few Bets That Matter
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Moon Dev
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you get a community inside discord, direct help, and i even pay for your ai

you also get every course i have ever released

this closes in 24 hours

join here https://t.co/nCYxRkV79w

moon dev
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God of Prompt
RT @prompt_copilot: Your AI finally has a memory.

→ Prompt enhancement
→ Autocomplete
→ Context profiles

Same you. Any AI.

Try it out 👉 https://t.co/TKMMCzVWj1 https://t.co/GMoyDegr59
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Dimitry Nakhla | Babylon Capital®
Intuitive Surgical Q4 2025 Earnings Report

✅ REV: $2.87B (+19%)
✅ EPS: $2.53 (+14%)

🤖 “The Company placed 532 da Vinci surgical systems, compared with 493 in the fourth quarter of 2024… The Company grew its da Vinci surgical system installed based to 11,106 systems.”

$ISRG https://t.co/CxhOn9vmJo
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God of Prompt
RT @prompt_copilot: Your AI finally has a memory.

→ Prompt enhancement
→ Autocomplete
→ Context profiles

Same you. Any AI.

Try it out 👉 https://t.co/TKMMCzVWj1 https://t.co/GMoyDegr59
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App Economy Insights
$INTC Intel Q4 FY25:

• Revenue -4% Y/Y to $13.7B ($0.3B beat).
• Non-GAAP EPS $0.15 ($0.07 beat).

Q1 FY26 Guidance:
• Revenue ~$12.2B ($0.4B miss).
• Non-GAAP EPS $0.00 ($0.08 miss). https://t.co/uzWhjJMwG3
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Brady Long
RT @thisguyknowsai: R.I.P. expensive business courses.

I spent $0 and made $34K in 90 days using only LLMs.

Here's the 6-step arbitrage system most people are sleeping on: https://t.co/pzezRLVhwM
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Moon Dev
RT @ChrisCamillo: “Sold out everywhere” + “super expensive” = social-arb gold.
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