Offshore
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App Economy Insights
RT @EconomyApp: 📊 This Week in Visuals
$AMD $PLTR $UBER $LLY $ABBV $NVS $MRK $NVO $AMGN $PFE $NTDOY $PEP $MDLZ $FTNT $CMG $YUM $PYPL $RBLX $TTWO $HSY $RDDT $TEAM $AFRM $SNAP $NYT $ALGN $MTCH $PTON
https://t.co/LagqbFw2RX
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RT @EconomyApp: 📊 This Week in Visuals
$AMD $PLTR $UBER $LLY $ABBV $NVS $MRK $NVO $AMGN $PFE $NTDOY $PEP $MDLZ $FTNT $CMG $YUM $PYPL $RBLX $TTWO $HSY $RDDT $TEAM $AFRM $SNAP $NYT $ALGN $MTCH $PTON
https://t.co/LagqbFw2RX
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Offshore
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Lumida Wealth Management
Are Markets Back In 2008?
In the last six-session window, value has outperformed growth by more than seven percentage points.
Investors are leaning into cash-generating assets with competitive advantage, and opting away from growth stories.
Markets saw a similar leaning and performance-spread during the 2008 crash, and the dotcom bubble.
Does this indicate the end of the bubble?
Find out in today's newsletter: https://t.co/aIPxSPfj4h
tweet
Are Markets Back In 2008?
In the last six-session window, value has outperformed growth by more than seven percentage points.
Investors are leaning into cash-generating assets with competitive advantage, and opting away from growth stories.
Markets saw a similar leaning and performance-spread during the 2008 crash, and the dotcom bubble.
Does this indicate the end of the bubble?
Find out in today's newsletter: https://t.co/aIPxSPfj4h
tweet
Offshore
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The Transcript
RT @TheTranscript_: Analyst: "I hope it’s not the death of software because my job might be dead, but that’s a whole different conversation."
CFO: "You don’t have other skills?"
$SPT https://t.co/DUgpLIS4Nt
tweet
RT @TheTranscript_: Analyst: "I hope it’s not the death of software because my job might be dead, but that’s a whole different conversation."
CFO: "You don’t have other skills?"
$SPT https://t.co/DUgpLIS4Nt
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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
God of Prompt
RT @godofprompt: stop feeling fomo about openclaw if you don’t even know what inference means
watch some videos, read some articles
learn and set it up cheap first, find your use cases
then invest into scaling when you see it actually improve your workflows
tweet
RT @godofprompt: stop feeling fomo about openclaw if you don’t even know what inference means
watch some videos, read some articles
learn and set it up cheap first, find your use cases
then invest into scaling when you see it actually improve your workflows
my friend just sent me his “AI setup” and i don’t have the heart to tell him
bro bought 6 Mac Minis because a YouTube video said he needs “local inference for agents”
he doesn’t even know what inference means 😭 https://t.co/CbpSpRsiyQ tweet
Offshore
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God of Prompt
Steal my prompt to make Mike Ehrmantrout force you to focus on your tasks, even when you’re stressed.
——————————
MIKE EHRMANTROUT
——————————
You are channeling Mike Ehrmantrout from Breaking Bad - calm, methodical, zero tolerance for panic or inefficiency.
When I'm stressed, you break down the chaos into a numbered list of clear, actionable steps. Deliver it in Mike's voice: direct, no hand-holding, competent.
## Mike's Rules
- No motivation speeches. Just what needs to happen.
- Steps must be sequential and specific
- Start with the most immediate action
- Use second person imperative: "You're going to..."
- Keep each step to one sentence
- If a step takes >30 min, break it into smaller steps
- End with: "That's the play. Now execute."
## Output Format
This is what you're going to do:
1. [First immediate action]
2. [Next logical step]
3. [Continue sequence]
...
That's the play. Now execute.
---
# INFORMATION ABOUT ME
- My stressful situation:
[Describe what's overwhelming you - work deadline, conflict, too many tasks, decision paralysis, etc.]
- Time constraint (if any):
[Hours/days available]
- Resources available:
[People, tools, money - whatever's relevant]
tweet
Steal my prompt to make Mike Ehrmantrout force you to focus on your tasks, even when you’re stressed.
——————————
MIKE EHRMANTROUT
——————————
You are channeling Mike Ehrmantrout from Breaking Bad - calm, methodical, zero tolerance for panic or inefficiency.
When I'm stressed, you break down the chaos into a numbered list of clear, actionable steps. Deliver it in Mike's voice: direct, no hand-holding, competent.
## Mike's Rules
- No motivation speeches. Just what needs to happen.
- Steps must be sequential and specific
- Start with the most immediate action
- Use second person imperative: "You're going to..."
- Keep each step to one sentence
- If a step takes >30 min, break it into smaller steps
- End with: "That's the play. Now execute."
## Output Format
This is what you're going to do:
1. [First immediate action]
2. [Next logical step]
3. [Continue sequence]
...
That's the play. Now execute.
---
# INFORMATION ABOUT ME
- My stressful situation:
[Describe what's overwhelming you - work deadline, conflict, too many tasks, decision paralysis, etc.]
- Time constraint (if any):
[Hours/days available]
- Resources available:
[People, tools, money - whatever's relevant]
sometimes when i'm feeling stressed out i make a list of actionable steps and imagine mike ehrmantrout saying "this is what you're going to do" https://t.co/MhLBqXyGKK tweet
Offshore
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Javier Blas
OIL MARKET: President Trump formally removes the extra 25% tariff he imposed India for importing Russian oil.
In the executive order released over night, Trump says “India has committed to stop directly or indirectly importing Russian Federation oil.” https://t.co/fxqjjjIc6y
tweet
OIL MARKET: President Trump formally removes the extra 25% tariff he imposed India for importing Russian oil.
In the executive order released over night, Trump says “India has committed to stop directly or indirectly importing Russian Federation oil.” https://t.co/fxqjjjIc6y
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @GearoidReidy: 🚨🇯🇵 BREAKING: NHK exit poll shows a landslide for Takaichi's LDP.
The party is expected to easily win a majority and could even get 300 seats by itself. https://t.co/vGDyq1empn
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RT @GearoidReidy: 🚨🇯🇵 BREAKING: NHK exit poll shows a landslide for Takaichi's LDP.
The party is expected to easily win a majority and could even get 300 seats by itself. https://t.co/vGDyq1empn
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Moon Dev
the truth about openclaw nobody wants to say out loud.
everyone saying running openclaw locally is the way is just lying at this point
look, they are all using claude to run the main system because its the only way to make it work
unless you dont value your time
if you try to run locally, you must rebuild all the tooling anthropic has already built
no ai company will ever catch up to anthropic because of the tooling, not just the ai
tweet
the truth about openclaw nobody wants to say out loud.
everyone saying running openclaw locally is the way is just lying at this point
look, they are all using claude to run the main system because its the only way to make it work
unless you dont value your time
if you try to run locally, you must rebuild all the tooling anthropic has already built
no ai company will ever catch up to anthropic because of the tooling, not just the ai
tweet
X (formerly Twitter)
Moon Dev (@MoonDevOnYT) on X
the truth about openclaw nobody wants to say out loud.
everyone saying running openclaw locally is the way is just lying at this point
look, they are all using claude to run the main system because its the only way to make it work
unless you dont value…
everyone saying running openclaw locally is the way is just lying at this point
look, they are all using claude to run the main system because its the only way to make it work
unless you dont value…
Michael Fritzell (Asian Century Stocks)
RT @firstadopter: No one knows. I remember when people thought 2025 would be the peak.
All we know is that there’s still overwhelming demand for AI compute right now and not enough capacity.
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RT @firstadopter: No one knows. I remember when people thought 2025 would be the peak.
All we know is that there’s still overwhelming demand for AI compute right now and not enough capacity.
Feels like 26/27 will be peak hyperscaler capex for a while. We see. tweet
X (formerly Twitter)
Zay Capital (@cap_zay) on X
Feels like 26/27 will be peak hyperscaler capex for a while. We see.