Clark Square Capital
Excellent advice for content creators/writers from Edwin @StockJabber
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Excellent advice for content creators/writers from Edwin @StockJabber
1/ Do something UNIQUE. You want to be the only person who does what you do. Build a personal monopoly.
No one wants more email, so you need something unique and differentiated to make it work. tweet
X (formerly Twitter)
Edwin Dorsey (@StockJabber) on X
1/ Do something UNIQUE. You want to be the only person who does what you do. Build a personal monopoly.
No one wants more email, so you need something unique and differentiated to make it work.
No one wants more email, so you need something unique and differentiated to make it work.
Illiquid
Tai Sin Electric, the Singaporean cable company we made a quick 20% on last year, issued a profit warning citing "the sudden surge in copper prices towards the end of December 2025".
The company told its shareholders last year that copper price volatility benefitted them (presumably it gave them some room to raise prices on customers) and that high prices would cause demand destruction, limiting any surge in prices. They got the latter wrong, and never had a good track record with managing that risk.
https://t.co/bbsoXw8OoB
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Tai Sin Electric, the Singaporean cable company we made a quick 20% on last year, issued a profit warning citing "the sudden surge in copper prices towards the end of December 2025".
The company told its shareholders last year that copper price volatility benefitted them (presumably it gave them some room to raise prices on customers) and that high prices would cause demand destruction, limiting any surge in prices. They got the latter wrong, and never had a good track record with managing that risk.
https://t.co/bbsoXw8OoB
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Offshore
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Quiver Quantitative
UPDATE: Democrats now have a 78% chance of winning the House and a 36% chance of winning the Senate in 2026.
Their odds in both chambers have risen 1.5% in the last week.
Track the midterms live here:
https://t.co/0xtPLLSlzx https://t.co/Vvsd0fw0gz
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UPDATE: Democrats now have a 78% chance of winning the House and a 36% chance of winning the Senate in 2026.
Their odds in both chambers have risen 1.5% in the last week.
Track the midterms live here:
https://t.co/0xtPLLSlzx https://t.co/Vvsd0fw0gz
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Offshore
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Dimitry Nakhla | Babylon Capital®
Amazon remains one of Anthropic’s largest backers with roughly a 15% - 18% ownership stake, and Anthropic’s revenue run-rate has more than doubled to >$9B by the end of 2025 as enterprise adoption accelerates.
$AMZN
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Amazon remains one of Anthropic’s largest backers with roughly a 15% - 18% ownership stake, and Anthropic’s revenue run-rate has more than doubled to >$9B by the end of 2025 as enterprise adoption accelerates.
$AMZN
“Claude is incredible. Anthropic made a huge leap in coding and reasoning. Nvidia uses it all over. Every software company needs to use it," NVIDIA, $NVDA, CEO said. https://t.co/bf7HMOIxbH tweet
Offshore
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God of Prompt
RT @godofprompt: 50% = the model you use
50% = your prompt
interesting research.
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RT @godofprompt: 50% = the model you use
50% = your prompt
interesting research.
MIT tested 1,900 people on AI performance.
50% was the model.
50% was the prompt.
Your skill matters as much as the model itself. https://t.co/b43Q9l16bM tweet
Moon Dev
private zoom
our private zoom is tomorrow where you will be able to look over a real quants shoulder
if you want to learn exactly how to automate your trading
be there. spots are limited though.
see if there is still a ticket: https://t.co/JbJdIbW2p9
moon dev
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private zoom
our private zoom is tomorrow where you will be able to look over a real quants shoulder
if you want to learn exactly how to automate your trading
be there. spots are limited though.
see if there is still a ticket: https://t.co/JbJdIbW2p9
moon dev
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Offshore
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Illiquid
Singaporean pawnbroker / gold retailer. Received approval for uplisting to the main board this morning. This is roughly the same performance ytd as Micron btw. https://t.co/ubcQfrYBG9
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Singaporean pawnbroker / gold retailer. Received approval for uplisting to the main board this morning. This is roughly the same performance ytd as Micron btw. https://t.co/ubcQfrYBG9
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God of Prompt
True?
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True?
@godofprompt DO NOT USE THE API WITH CLAWDBOT
Get a subscription and share the key - way more cost efficient. tweet
X (formerly Twitter)
Mentis 🇦🇺 (@adam_x_mentis) on X
@godofprompt DO NOT USE THE API WITH CLAWDBOT
Get a subscription and share the key - way more cost efficient.
Get a subscription and share the key - way more cost efficient.
Offshore
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Dimitry Nakhla | Babylon Capital®
Perhaps a contrarian rotation worth revisiting over the next few years: modestly trimming semiconductor exposure and reallocating toward some of the strongest, widest-moat software businesses.
Ironically, SaaS and semiconductor multiples have essentially swapped.
SaaS multiples today resemble where semis traded a few years ago — and semis now trade closer to where SaaS once did.
Of course, timing is never perfect, and semiconductors could continue to run amid strong demand and supply constraints. Still, it’s a rotation worth keeping an eye on.
$ASML $NVDA $LRCX $KLAC $NOW $CSU $CRM $SMH $IGV
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Perhaps a contrarian rotation worth revisiting over the next few years: modestly trimming semiconductor exposure and reallocating toward some of the strongest, widest-moat software businesses.
Ironically, SaaS and semiconductor multiples have essentially swapped.
SaaS multiples today resemble where semis traded a few years ago — and semis now trade closer to where SaaS once did.
Of course, timing is never perfect, and semiconductors could continue to run amid strong demand and supply constraints. Still, it’s a rotation worth keeping an eye on.
$ASML $NVDA $LRCX $KLAC $NOW $CSU $CRM $SMH $IGV
$IGV Software vs. $SMH Semiconductors - the most oversold in history.
We broke it all down in the latest CappNotes piece. Link in profile. 👆 https://t.co/zekay9AAMt tweet
Offshore
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God of Prompt
RT @alex_prompter: CLAWDBOT TL;DR
———
WHAT IS IT
open-source AI assistant you self-host
> lives in Telegram, WhatsApp, Discord, Slack
> runs 24/7 on your own server
> remembers your conversations forever
> actually does things (sends emails, manages files, browses web)
> messages YOU first with updates
think: personal Jarvis you text like a friend
———
WHY SELF-HOST
> your data stays on your server
> no monthly subscription limits
> customize everything
> way cheaper than human VA ($500-2000/mo)
———
WHAT IT COSTS
~$30-50/month total
> $5/mo server (Hetzner CX22)
> $20/mo Claude Pro or pay-per-use API ($5/$25 per 1M tokens)
> web search free (Brave) or $10 one-time (Exa)
———
WHAT YOU NEED
> a $5/mo linux server (Hetzner, DigitalOcean, etc)
> Anthropic API key or Claude Pro subscription
> Telegram/WhatsApp/Discord account
> 30-45 min to set up
———
THE GOTCHA
security. a 24/7 AI with shell access can be hijacked.
> run security audit before deploying
> enable sandbox mode
> never add to group chats
———
QUICK START
docs: https://t.co/y8I2dMH6rH
install: curl -fsSL https://t.co/nBCQvKvR4p | bash
setup wizard: clawdbot onboard –install-daemon
———
WHAT PEOPLE USE IT FOR
> morning briefings (calendar, emails, news)
> research on autopilot
> managing inbox
> reminders that actually work
> voice commands
> automating repetitive tasks
———
https://t.co/cYyf8xvG8l
tweet
RT @alex_prompter: CLAWDBOT TL;DR
———
WHAT IS IT
open-source AI assistant you self-host
> lives in Telegram, WhatsApp, Discord, Slack
> runs 24/7 on your own server
> remembers your conversations forever
> actually does things (sends emails, manages files, browses web)
> messages YOU first with updates
think: personal Jarvis you text like a friend
———
WHY SELF-HOST
> your data stays on your server
> no monthly subscription limits
> customize everything
> way cheaper than human VA ($500-2000/mo)
———
WHAT IT COSTS
~$30-50/month total
> $5/mo server (Hetzner CX22)
> $20/mo Claude Pro or pay-per-use API ($5/$25 per 1M tokens)
> web search free (Brave) or $10 one-time (Exa)
———
WHAT YOU NEED
> a $5/mo linux server (Hetzner, DigitalOcean, etc)
> Anthropic API key or Claude Pro subscription
> Telegram/WhatsApp/Discord account
> 30-45 min to set up
———
THE GOTCHA
security. a 24/7 AI with shell access can be hijacked.
> run security audit before deploying
> enable sandbox mode
> never add to group chats
———
QUICK START
docs: https://t.co/y8I2dMH6rH
install: curl -fsSL https://t.co/nBCQvKvR4p | bash
setup wizard: clawdbot onboard –install-daemon
———
WHAT PEOPLE USE IT FOR
> morning briefings (calendar, emails, news)
> research on autopilot
> managing inbox
> reminders that actually work
> voice commands
> automating repetitive tasks
———
https://t.co/cYyf8xvG8l
https://t.co/unM855Crkr tweet