Moon Dev
opus 4.6 just made it possible to have ai agents work for you 24/7

they can do anything you can write into a doc or explain in a video

employees are cooked

bringing on 3 clients in this closed beta: https://t.co/77Y7hzzevh https://t.co/n6y0y9ECZm
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Brady Long
Skywork just dropped SkyBot Beta which is basically a 24/7 AI sidekick.

I know people say this a lot but it actually works while you’re sleeping. Or gambling on the Super Bowl😂

No hosting headaches or security paranoia. Just chat with bro on WhatsApp, Telegram, or Discord.

Introducing SkyBot: Your 24/7 Proactive AI Works While you Sleep

We've removed the friction of hosting and the worry of security risks. Start chatting with SkyBot on WhatsApp, Telegram, or Discord.

Claim your SkyBot on Skywork and reclaim your Super Bowl weekend! https://t.co/ZcKhZj9oCl - Skywork
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The Transcript
Next week in earnings: https://t.co/kFe3Gv2spM
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Moon Dev
My clawdbot will make me a billionaire

I’ve got her watching TikTok all day doing some social arbitrage

Inspired by @DumbMoneyTV

She will find trends 6 months before Wall Street

Working 24/7/365 https://t.co/luYyZqVEL9
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The Few Bets That Matter
I did not have $ALAB up 19% on my bingo card today.

Very glad I concentrated my portfolio and accumulated on the weekly 50 at $145. Price action is key, as usual. Portfolio up more than 10% today and flat YTD, a pretty good performance considering the state of FinX.

More to come on Tuesday after earnings. With CapEx announcements, AI hardware companies should continue to print money, compute optimizer even more than others.

The only tech stocks I still own are $ALAB and $BABA, and I expect both to outperform.

$ALAB generates real cash today.

As long as CapEx keeps rising - and $AMZN just confirmed it isn’t slowing after Meta and Google did the same, semis will keep printing.

Unlike hyperscalers, semis are positive FCF. They don’t depend on future ROI; they monetize real spending happening now.

With hyperscalers guiding CapEx ~50% above expectations, that cash flows directly to semis.

The market wants free cash flow.
They have it.

$BABA is the only hyperscaler holding up while markets fall. Likely because.

1. Ownership is largely non-US → US tech pressure doesn’t apply
2. China has a different economic and financial regime and situation
3. Valuation is incomparable to US hyperscalers, with cash-generating assets outside tech

Both names sit in very specific situations. As the market gets picky, performance will come from singular assets, not sectors.

This isn’t the end of AI.
It’s the start of the stock-picking era. - The Few Bets That Matter
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Brady Long
RT @bigaiguy: This is revolutionizing AI assistance.

It makes it truly seamless and ALWAYS ON.

As someone juggling daily tasks, this caught my eye immediately. It's proactive, on 24/7 and handles work while you rest. And it integrates effortlessly into WhatsApp, Telegram, or Discord.

Skywork AI has eliminated the usual barriers: no self-hosting, no security issues, just instant access for subscribers. This launch seems to tie into Skywork 2.0, which already offers unlimited usage and a new desktop app.

If you're already a member you can claim the beta at https://t.co/BnSbI8fAE5. Perfect timing with the Super Bowl. Instead of doing chores now you can eat wings and watch the game.

By the way - What sets it apart? It's proactive, anticipating your needs from interactions and your knowledge base to automate tasks like scheduling, research, or reminders.

- Chatting feels natural, like texting a friend, without switching apps.
- Security is key by handling hosting, it minimizes risks like data breaches, ideal in our crazy world.

For everyday wins, imagine professionals getting overnight email summaries or market insights. Freelancers could automate client follow-ups, while personally, it manages travel plans or fitness goals.

Beta access means you can influence its growth through feedback.

I've tried similar tools, but SkyBot's frictionless setup is the best. If you're subscribed, grab it now and let it do the heavy lifting.

Introducing SkyBot: Your 24/7 Proactive AI Works While you Sleep

We've removed the friction of hosting and the worry of security risks. Start chatting with SkyBot on WhatsApp, Telegram, or Discord.

Claim your SkyBot on Skywork and reclaim your Super Bowl weekend! https://t.co/ZcKhZj9oCl - Skywork
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The Transcript
RT @TheTranscript_: Atlassian CEO: "We had a fantastic Q2. We’re building a bloody great business. I’m convinced AI is great for Atlassian. Others think software is dead. In this environment, it seems that noise swamps signal, nuance gets lost."

$TEAM: -9% AH https://t.co/grps5IlRZc
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Fiscal.ai
Shares of Philip Morris International are now up 125% since they acquired Zyn's parent company, Swedish Match.

$PM https://t.co/GZ61FqILVh
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The Few Bets That Matter
$HIMS to $100

Or so they said

BREAKING: FDA announces intent to restrict non-FDA-approved compounded GLP-1 drugs, directly names Hims & Hers $HIMS

FDA says it will use "all available compliance and enforcement tools," including seizure and injunction against companies marketing unapproved compounded GLP-1 products. - WOLF
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 𝐂𝐡𝐫𝐢𝐬 𝐇𝐨𝐡𝐧 𝐨𝐧 𝐰𝐡𝐚𝐭 𝐭𝐲𝐩𝐞𝐬 𝐨𝐟 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐡𝐞 𝐰𝐨𝐮𝐥𝐝 𝐧𝐞𝐯𝐞𝐫 𝐢𝐧𝐯𝐞𝐬𝐭 𝐢𝐧:

“We have a long list of companies we don’t invest in… banks, commodity businesses, most manufacturing industries, fossil fuels, utilities, airlines, wireless telecom, advertising agencies… Why? Because they’re competitive. And the most important thing I’ve learned in investing is that investors underestimate the forces of competition and disruption.”
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𝘐𝘯𝘥𝘶𝘴𝘵𝘳𝘪𝘦𝘴 𝘏𝘰𝘩𝘯 𝘦𝘹𝘱𝘭𝘪𝘤𝘪𝘵𝘭𝘺 𝘢𝘷𝘰𝘪𝘥𝘴:

• Banks
• Commodity businesses / manufacturing
• Insurance
• Tobacco
• Fossil fuels
• Utilities
• Airlines
• Wireless telecom
• Advertising agencies
• Most traditional manufacturing
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Hohn’s point isn’t that money can’t be made in these areas — plenty of investors have done well in some of them.

The deeper lesson:

𝙄𝙣𝙫𝙚𝙨𝙩𝙞𝙣𝙜 𝙞𝙨 𝙖𝙨 𝙢𝙪𝙘𝙝 𝙖𝙗𝙤𝙪𝙩 𝙙𝙚𝙘𝙞𝙙𝙞𝙣𝙜 𝙬𝙝𝙖𝙩 𝙣𝙤𝙩 𝙩𝙤 𝙤𝙬𝙣 𝙖𝙨 𝙞𝙩 𝙞𝙨 𝙖𝙗𝙤𝙪𝙩 𝙙𝙚𝙘𝙞𝙙𝙞𝙣𝙜 𝙬𝙝𝙖𝙩 𝙩𝙤 𝙤𝙬𝙣.

Highly competitive industries tend to:

• Erode returns on capital
• Compress margins over time
• Require constant reinvestment

Contrast that with businesses that have:

• Pricing power
• High switching costs
• Network effects
• Structural barriers to entry

Those are the environments where 𝘭𝘰𝘯𝘨-𝘵𝘦𝘳𝘮 compounding becomes far more predictable.
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Another subtle takeaway:

Most investors focus heavily on upside narratives.

Great investors spend just as much time thinking about downside structures.
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Source: In Good Company | Norges Bank Investment Management (05/14/2025)
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