Offshore
Video
God of Prompt
RT @alex_prompter: OpenClaw broke the internet
But you DON'T need to setup any servers to use it
Here's the easiest way to run OpenClaw on a website
No Mac Minis required https://t.co/6xspOtHaxT
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RT @alex_prompter: OpenClaw broke the internet
But you DON'T need to setup any servers to use it
Here's the easiest way to run OpenClaw on a website
No Mac Minis required https://t.co/6xspOtHaxT
tweet
Pristine Capital
RT @realpristinecap: Anthropic is releasing a new version of its most powerful AI model thatโs designed to carry out financial research -- BBR
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RT @realpristinecap: Anthropic is releasing a new version of its most powerful AI model thatโs designed to carry out financial research -- BBR
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Offshore
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Moon Dev
since everyone is poor now
you can earn some money if you actually think it's essential to learn ai
https://t.co/xW51q2Qr8b
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since everyone is poor now
you can earn some money if you actually think it's essential to learn ai
https://t.co/xW51q2Qr8b
tweet
Offshore
Video
Quiver Quantitative
Senator Gallego: You are fully aware that the President is suing your agency for $10 billion, correct? https://t.co/FtNDICF8C5
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Senator Gallego: You are fully aware that the President is suing your agency for $10 billion, correct? https://t.co/FtNDICF8C5
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Offshore
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God of Prompt
RT @godofprompt: I reverse-engineered the actual prompting frameworks that top AI labs use internally.
Not the fluff you see on Twitter.
The real shit that turns vague inputs into precise, structured outputs.
Spent 3 weeks reading OpenAI's model cards, Anthropic's constitutional AI papers, and leaked internal prompt libraries.
Here's what actually moves the needle:
tweet
RT @godofprompt: I reverse-engineered the actual prompting frameworks that top AI labs use internally.
Not the fluff you see on Twitter.
The real shit that turns vague inputs into precise, structured outputs.
Spent 3 weeks reading OpenAI's model cards, Anthropic's constitutional AI papers, and leaked internal prompt libraries.
Here's what actually moves the needle:
tweet
Offshore
Photo
The Transcript
RT @TheTranscript_: $QCOM CEO talks of memory shortages:
"While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high-tier smartphones & remain on track to achieve our FY 29 revenue goals"
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RT @TheTranscript_: $QCOM CEO talks of memory shortages:
"While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high-tier smartphones & remain on track to achieve our FY 29 revenue goals"
Qualcomm CEO: "We are pleased to deliver strong quarterly results, with record total company revenues. Our momentum across personal, industrial and physical AI is growing..."
$QCOM: -9% AH https://t.co/QXxlynWpWq - The Transcripttweet
Offshore
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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: Reiterating my thoughts on $CSU.
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RT @DimitryNakhla: Reiterating my thoughts on $CSU.
The reason $CSU is being sold (multiple compression due to AI fears & potential uncertainty surrounding its moat, among other things) ๐๐ค๐ช๐ก๐ ๐๐ฃ๐ ๐ช๐ฅ ๐๐๐๐ฃ๐ ๐ฉ๐๐ ๐๐ญ๐๐๐ฉ ๐ง๐๐๐จ๐ค๐ฃ ๐๐ฉ๐จ ๐๐๐ฅ๐๐ฉ๐๐ก ๐๐ก๐ก๐ค๐๐๐ฉ๐๐ค๐ฃ ๐๐ฃ๐๐๐ฃ๐ ๐๐๐ฉ๐จ ๐๐๐ฉ๐ฉ๐๐ง ๐๐๐๐๐ฃ
๐๐ก๐ ๐ข๐ซ๐จ๐ง๐ฒ: ๐ญ๐ก๐ ๐ฌ๐จ๐๐ญ๐ฐ๐๐ซ๐ ๐ซ๐-๐ซ๐๐ญ๐ข๐ง๐ ๐ฐ๐โ๐ซ๐ ๐ฌ๐๐๐ข๐ง๐ ๐ญ๐จ๐๐๐ฒ (๐ฉ๐๐ซ๐ญ๐ฅ๐ฒ ๐๐ซ๐ข๐ฏ๐๐ง ๐๐ฒ ๐๐ ๐๐ข๐ฌ๐ซ๐ฎ๐ฉ๐ญ๐ข๐จ๐ง ๐๐๐๐ซ๐ฌ) ๐ฆ๐๐ฒ ๐๐๐ญ๐ฎ๐๐ฅ๐ฅ๐ฒ ๐ข๐ฆ๐ฉ๐ซ๐จ๐ฏ๐ $๐๐๐โ๐ฌ ๐จ๐ฉ๐ฉ๐จ๐ซ๐ญ๐ฎ๐ง๐ข๐ญ๐ฒ ๐ฌ๐๐ญ
When public multiples compress, private-market deal pricing often follows โ creating better entry points and potentially higher IRRs for $CSUโs next wave of acquisitions
So yes, one of the common critiques many investors will cite is that $CSU returns on capital have been trending down over the last few years
Yet, given this set up, perhaps it will trend higher over the next few years
At 2,845, $CSU looks like an interesting contrarian opportunity amid peak fear - Dimitry Nakhla | Babylon Capitalยฎtweet
Offshore
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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: $FICO at a 3.62% FCF yield while growing FCF at >20% CAGR โ risk/reward looks compelling ๐ต https://t.co/BAbK3DL3YF
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RT @DimitryNakhla: $FICO at a 3.62% FCF yield while growing FCF at >20% CAGR โ risk/reward looks compelling ๐ต https://t.co/BAbK3DL3YF
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