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
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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
Offshore
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God of Prompt
deepseek moment for AI voice
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deepseek moment for AI voice
NVIDIA just dropped PersonaPlex-7B 🤯
A full-duplex voice model that listens and talks at the same time.
No pauses. No turn-taking. Real conversation.
100% open source. Free.
Voice AI just leveled up.
https://t.co/YfzFQfBzMS https://t.co/L46XE1d3zz tweet
God of Prompt
1K people just bookmarked this 😭
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1K people just bookmarked this 😭
don't just bookmark this for later
it's a sunday, you can spare 30 mins and set it up
your future self will thank you tweet
X (formerly Twitter)
God of Prompt (@godofprompt) on X
don't just bookmark this for later
it's a sunday, you can spare 30 mins and set it up
your future self will thank you
it's a sunday, you can spare 30 mins and set it up
your future self will thank you
Offshore
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Offshore
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memenodes
Moved money to savings account lastnight, I moved it back this morning https://t.co/TnjPGWlpKP
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Moved money to savings account lastnight, I moved it back this morning https://t.co/TnjPGWlpKP
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Offshore
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memenodes
RT @BoringBiz_: When you were right about currency debasement but bought bitcoin instead of gold, silver or copper https://t.co/jN35WsQi0N
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RT @BoringBiz_: When you were right about currency debasement but bought bitcoin instead of gold, silver or copper https://t.co/jN35WsQi0N
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Offshore
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Brady Long
Exposition: “People need to be aware of the data risks with AI”
Rising Action: “I just bought 75 Mac Minis. Stop living in the stone ages.”
Climax: “I lost everything. Some guy literally cloned me and it convinced my wife it was me.”
Resolution: “I teach yoga now.”
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Exposition: “People need to be aware of the data risks with AI”
Rising Action: “I just bought 75 Mac Minis. Stop living in the stone ages.”
Climax: “I lost everything. Some guy literally cloned me and it convinced my wife it was me.”
Resolution: “I teach yoga now.”
Clawd disaster incoming
if this trend of hosting ClawdBot on VPS instances keeps up, along with people not reading the docs and opening ports with zero auth...
I'm scared we're gonna have a massive credentials breach soon and it can be huge
This is just a basic scan of instances hosting clawdbot with open gateway ports and a lot of them have 0 auth tweet