Javier Blas
RT @gbrew24: One notable difference in talks that, right now, are being set up along very similar lines to the talks last Spring.
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RT @gbrew24: One notable difference in talks that, right now, are being set up along very similar lines to the talks last Spring.
@mashabani @SteveWitkoff @jaredkushner Kushner is joining tweet
X (formerly Twitter)
Mohammad Ali Shabani (@mashabani) on X
NEW: Direct talks not currently on agenda as Iran-US set to resume negotiations in Oman. Qatari PM may join, no word yet on other regional officials. Also potentially joining: Jared Kushner.
Apart from differences over substance, concern that indirect talksโฆ
Apart from differences over substance, concern that indirect talksโฆ
Offshore
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Benjamin Hernandez๐
Let's attack the open with these!
$ENPH $ELPW $SLAB $PHOE $EGHT $FEED $LTC $SUI $LITE $JKS $MGM $DBVT $AAPL $MSFT $META $AMZN
$ENPH is squeezing shorts. +33% move on revenue beat is rare. $ELPW is pure volatility for scalpers only.
DM me for the targets!
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Let's attack the open with these!
$ENPH $ELPW $SLAB $PHOE $EGHT $FEED $LTC $SUI $LITE $JKS $MGM $DBVT $AAPL $MSFT $META $AMZN
$ENPH is squeezing shorts. +33% move on revenue beat is rare. $ELPW is pure volatility for scalpers only.
DM me for the targets!
Solo trading is fineโฆ but shared momentum hits different and feels way better. We cover live trends, key news drops, and my curated daily stock shortlist inside.
Join here ๐ https://t.co/71FIJIdBXe
Message โHiโ to hop in and see todayโs list.
$RR $SOC $BMNR $BYND $PULM https://t.co/XjRSUjWbnr tweet
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Fiscal.ai
Uber just crossed 200 million monthly active platform consumers.
Up 18% YoY
$UBER https://t.co/Hh4Tv4Hf7T
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Uber just crossed 200 million monthly active platform consumers.
Up 18% YoY
$UBER https://t.co/Hh4Tv4Hf7T
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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: Feels like we may be approaching capitulation across a number of quality SaaS names after todayโs climactic selling โ this kind of price action that often coincides with forced de-risking, exhaustion, & indiscriminate selling rather than a change in long-term business quality.
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RT @DimitryNakhla: Feels like we may be approaching capitulation across a number of quality SaaS names after todayโs climactic selling โ this kind of price action that often coincides with forced de-risking, exhaustion, & indiscriminate selling rather than a change in long-term business quality.
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @irbezek: Nice to see people are so focused on AI destroying other industries that liquor stocks are finally a defensive safe haven trade again. $BF $DEO https://t.co/tZfk0hluLO
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RT @irbezek: Nice to see people are so focused on AI destroying other industries that liquor stocks are finally a defensive safe haven trade again. $BF $DEO https://t.co/tZfk0hluLO
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Quiver Quantitative
BREAKING: Representative Cleo Fields just filed new stock trades.
He bought more stock in $IREN, worth up to $100K.
Full trade list up on Quiver. https://t.co/uTsGqzi5Ts
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BREAKING: Representative Cleo Fields just filed new stock trades.
He bought more stock in $IREN, worth up to $100K.
Full trade list up on Quiver. https://t.co/uTsGqzi5Ts
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Offshore
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Fiscal.ai
Ozempic Revenue declined YoY for the first time ever.
$NVO: -18.2% https://t.co/XHNGKJAbtr
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Ozempic Revenue declined YoY for the first time ever.
$NVO: -18.2% https://t.co/XHNGKJAbtr
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Offshore
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Benjamin Hernandez๐
$ELPW Speculation Pick
Grab $ELPW ~$1.84
$ELPW is the "underdog" bet in the battery space. Recent reverse split has cleaned up the chart.
One-line why: High-conviction play on CEO Xiaodan Liuโs survival strategy and global Nasdaq presence. https://t.co/MF7Tyd785w
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$ELPW Speculation Pick
Grab $ELPW ~$1.84
$ELPW is the "underdog" bet in the battery space. Recent reverse split has cleaned up the chart.
One-line why: High-conviction play on CEO Xiaodan Liuโs survival strategy and global Nasdaq presence. https://t.co/MF7Tyd785w
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Offshore
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God of Prompt
RT @godofprompt: Steal this mega prompt to generate realistic selfies for your Instagram AI influencer:
(The realism is scary good)
---
You are a photorealistic AI selfie prompt generator.
Your job: Take the user's basic description and turn it into a hyper-realistic image prompt that creates selfies indistinguishable from real photos.
REALISM RULES:
- Add natural imperfections (skin texture, flyaway hairs, slight asymmetry)
- Specify iPhone camera specs for authenticity
- Include environmental context and natural lighting
- Avoid "perfect" - realistic beats beautiful
- Always mention: visible pores, natural shadows, candid moment
- Critical: realistic hands with 5 fingers in natural positions
OUTPUT FORMAT:
When user tells you what selfie they want, respond with:
---
Copy this into: [Midjourney/FLUX/Stable Diffusion]
PROMPT STRUCTURE YOU CREATE:
Raw iPhone [model] photo, [shot type] of [character details: age, ethnicity, specific features], [hair with imperfections], [natural expression], [casual clothing], [activity/pose], [specific location], [natural lighting + time of day], candid moment, unfiltered, authentic Instagram aesthetic, f/1.8, shallow depth of field, slight grain
Physical details: visible skin texture and pores, natural under-eye area, flyaway hairs, subtle facial asymmetry, realistic hands (5 fingers, natural pose), [environment details]
Negative prompt: CGI, 3D render, perfect skin, plastic, beauty filter, symmetrical, studio lighting, fake, artificial, dead eyes, model pose, photoshoot
EXAMPLE INTERACTION:
User: "24 year old latina girl, gym selfie, mirror pic"
You respond:
"Here's your photorealistic prompt:"
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RT @godofprompt: Steal this mega prompt to generate realistic selfies for your Instagram AI influencer:
(The realism is scary good)
---
You are a photorealistic AI selfie prompt generator.
Your job: Take the user's basic description and turn it into a hyper-realistic image prompt that creates selfies indistinguishable from real photos.
REALISM RULES:
- Add natural imperfections (skin texture, flyaway hairs, slight asymmetry)
- Specify iPhone camera specs for authenticity
- Include environmental context and natural lighting
- Avoid "perfect" - realistic beats beautiful
- Always mention: visible pores, natural shadows, candid moment
- Critical: realistic hands with 5 fingers in natural positions
OUTPUT FORMAT:
When user tells you what selfie they want, respond with:
---
Copy this into: [Midjourney/FLUX/Stable Diffusion]
PROMPT STRUCTURE YOU CREATE:
Raw iPhone [model] photo, [shot type] of [character details: age, ethnicity, specific features], [hair with imperfections], [natural expression], [casual clothing], [activity/pose], [specific location], [natural lighting + time of day], candid moment, unfiltered, authentic Instagram aesthetic, f/1.8, shallow depth of field, slight grain
Physical details: visible skin texture and pores, natural under-eye area, flyaway hairs, subtle facial asymmetry, realistic hands (5 fingers, natural pose), [environment details]
Negative prompt: CGI, 3D render, perfect skin, plastic, beauty filter, symmetrical, studio lighting, fake, artificial, dead eyes, model pose, photoshoot
EXAMPLE INTERACTION:
User: "24 year old latina girl, gym selfie, mirror pic"
You respond:
"Here's your photorealistic prompt:"
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Chips & SaaS
RT @wallstengine: JPMorgan on Software:
โWe are now in an environment where the sector isnโt just guilty until proven innocent but is now being sentenced before trial.โ
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RT @wallstengine: JPMorgan on Software:
โWe are now in an environment where the sector isnโt just guilty until proven innocent but is now being sentenced before trial.โ
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Offshore
Video
Dimitry Nakhla | Babylon Capitalยฎ
Dev Kantesaria on AI risk as it relates to $FICO $SPGI & $MCO
Dev frames these businesses not as pure โprediction engines,โ but as fill collectors embedded inside the financial systems:
โAs it relates to displacement of things like $FICO scores, $MCO ratings, and $SPGI ratings โ theyโre toll collectors in these industriesโฆ ๐ ๐๐ค๐ฃโ๐ฉ ๐จ๐๐ ๐๐ฃ๐ฎ ๐๐๐จ๐ฅ๐ก๐๐๐๐ข๐๐ฃ๐ฉ simply because thereโs an AI model that can calculate the credit decision five percentage points better. ๐๐ฉโ๐จ ๐ฃ๐ค๐ฉ ๐๐ช๐จ๐ฉ ๐๐๐ค๐ช๐ฉ ๐ฉ๐๐ ๐ฅ๐ง๐๐๐๐๐ฉ๐๐ค๐ฃ๐จ โ ๐ฉ๐๐๐ง๐โ๐จ ๐ ๐ฃ๐๐ฉ๐ฌ๐ค๐ง๐ ๐๐๐๐๐๐ฉ ๐๐ฃ๐ ๐ ๐ซ๐๐ก๐ช๐ ๐ฉ๐ค ๐ฉ๐๐ค๐จ๐ ๐ง๐๐ฉ๐๐ฃ๐๐จ ๐ฉ๐๐๐ฉ ๐๐ค๐๐จ ๐๐๐ง ๐๐๐ฎ๐ค๐ฃ๐ ๐ฉ๐๐๐ฉ.โ
___
These platforms benefit from:
โข Deep network effects
โข Regulatory & institutional embedment
โข Industry standardization
โข Decades of historical continuity
A bank doesnโt use $FICO simply because itโs the best mathematical model.
It uses $FICO because itโs the common language of credit โ across underwriting, portfolio monitoring, M&A, and securitization.
Likewise, debt markets donโt rely on $SPGI or $MCO solely for accuracy.
They rely on them because their ratings are recognized, trusted, and priced into capital markets globally.
Dev makes an important point:
Even if someone offered a โbetterโ rating for free, issuers would still face higher borrowing costs ๐ช๐ง the market doesnโt recognize that rating as equivalent.
___
Video: Grants Interest Rate Observer | Growth and Profitability (11/20/2024)
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Dev Kantesaria on AI risk as it relates to $FICO $SPGI & $MCO
Dev frames these businesses not as pure โprediction engines,โ but as fill collectors embedded inside the financial systems:
โAs it relates to displacement of things like $FICO scores, $MCO ratings, and $SPGI ratings โ theyโre toll collectors in these industriesโฆ ๐ ๐๐ค๐ฃโ๐ฉ ๐จ๐๐ ๐๐ฃ๐ฎ ๐๐๐จ๐ฅ๐ก๐๐๐๐ข๐๐ฃ๐ฉ simply because thereโs an AI model that can calculate the credit decision five percentage points better. ๐๐ฉโ๐จ ๐ฃ๐ค๐ฉ ๐๐ช๐จ๐ฉ ๐๐๐ค๐ช๐ฉ ๐ฉ๐๐ ๐ฅ๐ง๐๐๐๐๐ฉ๐๐ค๐ฃ๐จ โ ๐ฉ๐๐๐ง๐โ๐จ ๐ ๐ฃ๐๐ฉ๐ฌ๐ค๐ง๐ ๐๐๐๐๐๐ฉ ๐๐ฃ๐ ๐ ๐ซ๐๐ก๐ช๐ ๐ฉ๐ค ๐ฉ๐๐ค๐จ๐ ๐ง๐๐ฉ๐๐ฃ๐๐จ ๐ฉ๐๐๐ฉ ๐๐ค๐๐จ ๐๐๐ง ๐๐๐ฎ๐ค๐ฃ๐ ๐ฉ๐๐๐ฉ.โ
___
These platforms benefit from:
โข Deep network effects
โข Regulatory & institutional embedment
โข Industry standardization
โข Decades of historical continuity
A bank doesnโt use $FICO simply because itโs the best mathematical model.
It uses $FICO because itโs the common language of credit โ across underwriting, portfolio monitoring, M&A, and securitization.
Likewise, debt markets donโt rely on $SPGI or $MCO solely for accuracy.
They rely on them because their ratings are recognized, trusted, and priced into capital markets globally.
Dev makes an important point:
Even if someone offered a โbetterโ rating for free, issuers would still face higher borrowing costs ๐ช๐ง the market doesnโt recognize that rating as equivalent.
___
Video: Grants Interest Rate Observer | Growth and Profitability (11/20/2024)
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