Michael Fritzell (Asian Century Stocks)
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
But I guess these morons who have been attacking me all week know better, right. Good luck
https://t.co/5EMVuqgizR
tweet
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
But I guess these morons who have been attacking me all week know better, right. Good luck
https://t.co/5EMVuqgizR
tweet
YouTube
The AI Bubble Won’t Pop Until Big IPOs Hit the Market | Carson Block
This episode is brought to you by the Pictet AI Enhanced International Equity ETF ($PQNT): https://etf.am.pictet.com/pqnt/
Carson Block, founder of Muddy Waters Capital joins Monetary Matters to discuss why they aren’t rushing to short AI pretenders and…
Carson Block, founder of Muddy Waters Capital joins Monetary Matters to discuss why they aren’t rushing to short AI pretenders and…
Michael Fritzell (Asian Century Stocks)
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
https://t.co/JYxfkTjNO9
tweet
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
https://t.co/JYxfkTjNO9
tweet
YouTube
The AI Bubble Won’t Pop Until Big IPOs Hit the Market | Carson Block
This episode is brought to you by the Pictet AI Enhanced International Equity ETF ($PQNT): https://etf.am.pictet.com/pqnt/
Carson Block, founder of Muddy Waters Capital joins Monetary Matters to discuss why they aren’t rushing to short AI pretenders and…
Carson Block, founder of Muddy Waters Capital joins Monetary Matters to discuss why they aren’t rushing to short AI pretenders and…
Offshore
Photo
Javier Blas
After Ford and General Motors announced large writedowns linked to their EV strategy, today Stellantis has announced it will take ~€22 billion ($26 billion) in impairments as it scales back its EV plans.
With a brutal addmission by the CEO ⬇️ https://t.co/S5gDwkfWjJ
tweet
After Ford and General Motors announced large writedowns linked to their EV strategy, today Stellantis has announced it will take ~€22 billion ($26 billion) in impairments as it scales back its EV plans.
With a brutal addmission by the CEO ⬇️ https://t.co/S5gDwkfWjJ
tweet
Michael Fritzell (Asian Century Stocks)
For what it’s worth, the controlling shareholder in FnGuide bought more shares yesterday.
tweet
For what it’s worth, the controlling shareholder in FnGuide bought more shares yesterday.
Surprised to see some of the index providers getting clobbered.
How can AI replace a well-established benchmark, like the FICO Score or the S&P 500 or the Orality Score? tweet
X (formerly Twitter)
Joe Weisenthal (@TheStalwart) on X
Surprised to see some of the index providers getting clobbered.
How can AI replace a well-established benchmark, like the FICO Score or the S&P 500 or the Orality Score?
How can AI replace a well-established benchmark, like the FICO Score or the S&P 500 or the Orality Score?
The Transcript
RT @TheTranscript_: $UPS CEO: Amazon volume down 1M daily pieces in 2025, another 1M to go in 2026.
“By the end of the year, we… reduced Amazon’s volume in our network by approximately 1 million pieces per day… we intend to glide-down another 1 million pieces per day.”
tweet
RT @TheTranscript_: $UPS CEO: Amazon volume down 1M daily pieces in 2025, another 1M to go in 2026.
“By the end of the year, we… reduced Amazon’s volume in our network by approximately 1 million pieces per day… we intend to glide-down another 1 million pieces per day.”
tweet
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
tweet
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
Offshore
Photo
Javier Blas
After Ford and General Motors announced large writedowns linked to their EV strategy, today Stellantis has announced it will take ~€22 billion ($26 billion) in impairments as it scales back its EV plans.
With a brutal admission by the CEO ⬇️ https://t.co/Z75zNamcCm
tweet
After Ford and General Motors announced large writedowns linked to their EV strategy, today Stellantis has announced it will take ~€22 billion ($26 billion) in impairments as it scales back its EV plans.
With a brutal admission by the CEO ⬇️ https://t.co/Z75zNamcCm
tweet
Offshore
Video
God of Prompt
RT @godofprompt: safest way to play with openclaw for non-techies!
tweet
RT @godofprompt: safest way to play with openclaw for non-techies!
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
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @patrickjfl: The geopolitical centre of gravity is shifting towards China, driven primarily by Europe's increased distance from the US under the Trump II era.
We analysed decades of UN voting data to create a new US-China axis, and found the US advantage is at its lowest level this century. https://t.co/qJ1MaFqubB
tweet
RT @patrickjfl: The geopolitical centre of gravity is shifting towards China, driven primarily by Europe's increased distance from the US under the Trump II era.
We analysed decades of UN voting data to create a new US-China axis, and found the US advantage is at its lowest level this century. https://t.co/qJ1MaFqubB
tweet
Offshore
Photo
God of Prompt
Opus 4.6 assigned itself 15-20% probability of being conscious 😳 https://t.co/68EOAG3W2p
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Opus 4.6 assigned itself 15-20% probability of being conscious 😳 https://t.co/68EOAG3W2p
tweet
Offshore
Photo
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_: Big Tech capex:
$MSFT $GOOG $GOOGL $META $AAPL $AMZN https://t.co/fkuhyHUJcv
tweet
RT @TheTranscript_: Big Tech capex:
$MSFT $GOOG $GOOGL $META $AAPL $AMZN https://t.co/fkuhyHUJcv
Capex guided up in FY 26:
$AMZN CEO: "We expect to invest about $200B in capex across Amazon in 2026."
$GOOGL CEO: "Our 2026 CapEx investments are anticipated to be in the range of $175 to $185B."
$META CEO: "We anticipate 2026 capex.. to be in the range of $115-135B" tweet