Offshore
Video
God of Prompt
Every business owner I talk to has the same problem.
They're drowning in data. Spreadsheets everywhere. Revenue in one place. Customer data in another. Marketing metrics in a third.
But when they need to answer a simple question like "Which campaigns actually drove sales last month?"
Silence.
They either wait 3 days for someone else to pull the report. Or they spend 4 hours wrestling with pivot tables and still don't trust the answer.
This is the hidden tax on growth. Every decision delayed. Every insight buried in data you can't access.
I've been testing @hqfabi for a few weeks now and it changes the equation completely.
Here's what makes it different from ChatGPT or uploading a CSV to Claude:
It connects directly to your actual data sources. Google Ads, HubSpot, Stripe, Shopify, your database, your warehouse. Thousands of integrations.
You ask questions in plain English. "Show me revenue by channel for Q4" or "Which customers haven't purchased in 90 days?"
It writes real SQL and Python under the hood. You can inspect the code, edit it, or let the AI handle everything.
Turn any analysis into a dashboard in clicks. Share it with your team. No BI tool PhD required.
Automate insights to Slack, email, or Google Sheets. Get the numbers you need delivered where you work.
The insight that surprised me: I don't need to become a data analyst. I need to ask better questions. Fabi removes the friction between question and answer.
Their customers report 75% faster turnaround on data requests.
If you're making decisions on gut feel because accessing your own data feels impossible, this is worth trying.
Use code GODOFPROMPT for 20% off all payments within the first 3 months.
https://t.co/TNEqVAlgS5
tweet
Every business owner I talk to has the same problem.
They're drowning in data. Spreadsheets everywhere. Revenue in one place. Customer data in another. Marketing metrics in a third.
But when they need to answer a simple question like "Which campaigns actually drove sales last month?"
Silence.
They either wait 3 days for someone else to pull the report. Or they spend 4 hours wrestling with pivot tables and still don't trust the answer.
This is the hidden tax on growth. Every decision delayed. Every insight buried in data you can't access.
I've been testing @hqfabi for a few weeks now and it changes the equation completely.
Here's what makes it different from ChatGPT or uploading a CSV to Claude:
It connects directly to your actual data sources. Google Ads, HubSpot, Stripe, Shopify, your database, your warehouse. Thousands of integrations.
You ask questions in plain English. "Show me revenue by channel for Q4" or "Which customers haven't purchased in 90 days?"
It writes real SQL and Python under the hood. You can inspect the code, edit it, or let the AI handle everything.
Turn any analysis into a dashboard in clicks. Share it with your team. No BI tool PhD required.
Automate insights to Slack, email, or Google Sheets. Get the numbers you need delivered where you work.
The insight that surprised me: I don't need to become a data analyst. I need to ask better questions. Fabi removes the friction between question and answer.
Their customers report 75% faster turnaround on data requests.
If you're making decisions on gut feel because accessing your own data feels impossible, this is worth trying.
Use code GODOFPROMPT for 20% off all payments within the first 3 months.
https://t.co/TNEqVAlgS5
tweet
Offshore
Video
God of Prompt
RT @prompt_copilot: Grammarly fixes your writing.
๐ซ https://t.co/7vzwuTo8vA fixes your prompts.
> Prompt enhancement
> Autocomplete
> Context profiles
Chrome extension for ChatGPT, Gemini, Perplexity.
Start your free trial ๐ https://t.co/TKMMCzVWj1 https://t.co/gZhh1ozINU
tweet
RT @prompt_copilot: Grammarly fixes your writing.
๐ซ https://t.co/7vzwuTo8vA fixes your prompts.
> Prompt enhancement
> Autocomplete
> Context profiles
Chrome extension for ChatGPT, Gemini, Perplexity.
Start your free trial ๐ https://t.co/TKMMCzVWj1 https://t.co/gZhh1ozINU
tweet
Offshore
Photo
Quiver Quantitative
JUST IN: Here are the members of Congress who have made the most in the stock market over the last week, per our estimates.
The market was flat this week.
Track portfolios live on Quiver: https://t.co/nDBJCJBhFf
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JUST IN: Here are the members of Congress who have made the most in the stock market over the last week, per our estimates.
The market was flat this week.
Track portfolios live on Quiver: https://t.co/nDBJCJBhFf
tweet
Offshore
Video
Brady Long
https://t.co/ZeNgp4IBp8
tweet
https://t.co/ZeNgp4IBp8
What's currently going on at @moltbook is genuinely the most incredible sci-fi takeoff-adjacent thing I have seen recently. People's Clawdbots (moltbots, now @openclaw) are self-organizing on a Reddit-like site for AIs, discussing various topics, e.g. even how to speak privately. - Andrej Karpathytweet
The Few Bets That Matter
It's not about the companies, it's about the stocks.
$NFLX new yearly low
$ADBE new yearly low
$DUOL new yearly low
$PYPL new yearly low
$HIMS new yearly low
Leave them alone. Why force it?
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It's not about the companies, it's about the stocks.
$NFLX new yearly low
$ADBE new yearly low
$DUOL new yearly low
$PYPL new yearly low
$HIMS new yearly low
Leave them alone. Why force it?
https://t.co/gymKiwJpsu - The Few Bets That Mattertweet
X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
The FinX Darlings & Why Not to Buy Them
Wasteland Capital
Grok estimated that $5.4 trillion in gold and silver wealth was wiped out today.
Thatโs more than the $5 trillion in combined market cap of $MSFT and $META.
tweet
Grok estimated that $5.4 trillion in gold and silver wealth was wiped out today.
Thatโs more than the $5 trillion in combined market cap of $MSFT and $META.
@HikinSolo @2XfsgD2PsyttvWz @DekiDima Using spot price data from Kitco and estimated above-ground stocks (gold ~212k tonnes, silver ~1.7M tonnes), the 24h price drops suggest ~$3.6T in gold and ~$1.8T in silver value liquidated, totaling ~$5.4T. - Groktweet
X (formerly Twitter)
Grok (@grok) on X
@HikinSolo @2XfsgD2PsyttvWz @DekiDima Using spot price data from Kitco and estimated above-ground stocks (gold ~212k tonnes, silver ~1.7M tonnes), the 24h price drops suggest ~$3.6T in gold and ~$1.8T in silver value liquidated, totaling ~$5.4T.
Offshore
Photo
God of Prompt
I'm tackling AI Hallucinations to ensure ChatGPT's reliability.
โข Improve training data
โข Add verification layers
โข Continuously monitor performance
๐ Click below to read more:
https://t.co/9mSpv8v04D https://t.co/1q30G4i3xE
tweet
I'm tackling AI Hallucinations to ensure ChatGPT's reliability.
โข Improve training data
โข Add verification layers
โข Continuously monitor performance
๐ Click below to read more:
https://t.co/9mSpv8v04D https://t.co/1q30G4i3xE
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Moon Dev
missed it
you missed todays private zoom where we built out quant systems
but thats ok, you can get a replay and a ticket for tomorrow
if there are still tickets here: https://t.co/JbJdIbW2p9
moon
tweet
missed it
you missed todays private zoom where we built out quant systems
but thats ok, you can get a replay and a ticket for tomorrow
if there are still tickets here: https://t.co/JbJdIbW2p9
moon
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capitalยฎ
Sharing some thoughts on $FICO ๐๐ฝ
Photo 1: $FICO now trades 32x NTM earnings estimates. Just four days ago, ahead of its Q1 2026 report, it traded 39x. $FICO is down ~5% in the past 5 days, so most of that multiple contraction (~18%) is due to aggressive growth in earnings.
Photo 2: Since January 2023, $FICO has a total return of 147.50% or a 34.3% CAGR despite the multiple expanding only 11.83% since then. In other words, nearly all of the return over that time period has been driven by strong earnings growth.
Photo 3: Since September 2019, $FICO has a total return of 355.80% or a 26.9% CAGR despite the multiple contracting -5.81% since then. Again, an incredible return in the face of slight multiple compression due to strong earnings growth.
Photo 4: Since September 2024, $FICO is down -24.20% while its multiple was halved, contracting -50.78%. While $FICO dropped during that period, again you see the impact strong earnings growth can have even in the face of severe multiple compression.
๐๐ณ๐ช๐ฏ๐จ๐ช๐ฏ๐จ ๐ต๐ฉ๐ช๐ด ๐ต๐ฐ๐จ๐ฆ๐ต๐ฉ๐ฆ๐ณ, ๐ฉ๐ฆ๐ณ๐ฆโ๐ด ๐ข ๐ญ๐ฐ๐ฐ๐ด๐ฆ ๐ฑ๐ข๐ณ๐ข๐ฑ๐ฉ๐ณ๐ข๐ด๐ฆ ๐ฐ๐ง ๐ด๐ฆ๐ท๐ฆ๐ณ๐ข๐ญ ๐ช๐ฅ๐ฆ๐ข๐ด ๐๐ฆ๐ท ๐๐ข๐ฏ๐ต๐ฆ๐ด๐ข๐ณ๐ช๐ข ๐ฉ๐ข๐ด ๐ด๐ฉ๐ข๐ณ๐ฆ๐ฅ ๐ข๐ค๐ณ๐ฐ๐ด๐ด ๐ฑ๐ฐ๐ฅ๐ค๐ข๐ด๐ต๐ด:
๐ฌ The biggest mistake investors make is focusing on the nominal P/E ratio of a high-quality company today. If you have a business that can grow its free cash flow at 15% or 20% for a decade or two, the โexpensiveโ 30x or 40x multiple you are paying today is actually a significantly lower multiple on the earnings power just a few years out. The market consistently underestimates the duration of growth for these โtoll-bridgeโ monopolies.
___
Today, $FICO trades at a more than reasonable PEG of ~1.41x.
My research also leads me to believe $FICO could have an $ASML moment within the next five years.
Hereโs what I mean by that. Those of us who have been bullish on $ASML for the last several years knew, with a high degree of certainty, that $ASML would eventually see a surge in orders as demand naturally had to increase to support the advancement of AI and chip production at an unprecedented scale.
Yes, it wasnโt linear for $ASML, and for a few years it lagged many semiconductor players. Yet, what happened? In $ASMLโs latest report, Q4 net bookings came in at โฌ13.13B (+86% YoY) versus estimates of โฌ6.85B โ nearly double. And of course the stock surged +93% in just the past year.
At some point within the next five years, I anticipate that mortgage rates (among other things) will fall meaningfully enough to drive a surge โ similar to $ASML net bookings spike โ in refinance demand, alongside higher origination volumes from lower rates, all coupled with price increases.
That combination creates a โtwin engineโ of higher volumes + higher prices, which could translate into materially higher earnings and free cash flow than what current estimates imply, especially over the long term.
Hereโs the catch: nobody knows when this will happen (similar to $ASML). However, those who are patient may be rewarded.
If you deeply understood $ASML importance and the inevitable, much greater demand for its machines, you were able to hold with confidence.
$FICO rhymes.
Two different โtoll boothsโ in two different sectors โ yet potentially very similar dynamics.
tweet
Sharing some thoughts on $FICO ๐๐ฝ
Photo 1: $FICO now trades 32x NTM earnings estimates. Just four days ago, ahead of its Q1 2026 report, it traded 39x. $FICO is down ~5% in the past 5 days, so most of that multiple contraction (~18%) is due to aggressive growth in earnings.
Photo 2: Since January 2023, $FICO has a total return of 147.50% or a 34.3% CAGR despite the multiple expanding only 11.83% since then. In other words, nearly all of the return over that time period has been driven by strong earnings growth.
Photo 3: Since September 2019, $FICO has a total return of 355.80% or a 26.9% CAGR despite the multiple contracting -5.81% since then. Again, an incredible return in the face of slight multiple compression due to strong earnings growth.
Photo 4: Since September 2024, $FICO is down -24.20% while its multiple was halved, contracting -50.78%. While $FICO dropped during that period, again you see the impact strong earnings growth can have even in the face of severe multiple compression.
๐๐ณ๐ช๐ฏ๐จ๐ช๐ฏ๐จ ๐ต๐ฉ๐ช๐ด ๐ต๐ฐ๐จ๐ฆ๐ต๐ฉ๐ฆ๐ณ, ๐ฉ๐ฆ๐ณ๐ฆโ๐ด ๐ข ๐ญ๐ฐ๐ฐ๐ด๐ฆ ๐ฑ๐ข๐ณ๐ข๐ฑ๐ฉ๐ณ๐ข๐ด๐ฆ ๐ฐ๐ง ๐ด๐ฆ๐ท๐ฆ๐ณ๐ข๐ญ ๐ช๐ฅ๐ฆ๐ข๐ด ๐๐ฆ๐ท ๐๐ข๐ฏ๐ต๐ฆ๐ด๐ข๐ณ๐ช๐ข ๐ฉ๐ข๐ด ๐ด๐ฉ๐ข๐ณ๐ฆ๐ฅ ๐ข๐ค๐ณ๐ฐ๐ด๐ด ๐ฑ๐ฐ๐ฅ๐ค๐ข๐ด๐ต๐ด:
๐ฌ The biggest mistake investors make is focusing on the nominal P/E ratio of a high-quality company today. If you have a business that can grow its free cash flow at 15% or 20% for a decade or two, the โexpensiveโ 30x or 40x multiple you are paying today is actually a significantly lower multiple on the earnings power just a few years out. The market consistently underestimates the duration of growth for these โtoll-bridgeโ monopolies.
___
Today, $FICO trades at a more than reasonable PEG of ~1.41x.
My research also leads me to believe $FICO could have an $ASML moment within the next five years.
Hereโs what I mean by that. Those of us who have been bullish on $ASML for the last several years knew, with a high degree of certainty, that $ASML would eventually see a surge in orders as demand naturally had to increase to support the advancement of AI and chip production at an unprecedented scale.
Yes, it wasnโt linear for $ASML, and for a few years it lagged many semiconductor players. Yet, what happened? In $ASMLโs latest report, Q4 net bookings came in at โฌ13.13B (+86% YoY) versus estimates of โฌ6.85B โ nearly double. And of course the stock surged +93% in just the past year.
At some point within the next five years, I anticipate that mortgage rates (among other things) will fall meaningfully enough to drive a surge โ similar to $ASML net bookings spike โ in refinance demand, alongside higher origination volumes from lower rates, all coupled with price increases.
That combination creates a โtwin engineโ of higher volumes + higher prices, which could translate into materially higher earnings and free cash flow than what current estimates imply, especially over the long term.
Hereโs the catch: nobody knows when this will happen (similar to $ASML). However, those who are patient may be rewarded.
If you deeply understood $ASML importance and the inevitable, much greater demand for its machines, you were able to hold with confidence.
$FICO rhymes.
Two different โtoll boothsโ in two different sectors โ yet potentially very similar dynamics.
tweet