God of Prompt
🚨 Most founders talk about "ethics in AI" at conferences while shipping engagement-maximizing algorithms the next morning.

Dong Nguyen actually deleted $50K/day because people were too addicted. A solo dev in Hanoi had more ethical backbone than entire AI companies.

Now think about this in 2026. We have AI systems designed to be psychologically addictive. Infinite content feeds tuned by reinforcement learning.

AI companions people form emotional dependencies on. Recommendation engines that know your dopamine triggers better than you do.

Flappy Bird was a pixel bird jumping through pipes. Today's AI products are engineering compulsion at a neurological level. And nobody's pulling the plug.

Dong Nguyen lost sleep over a simple game. Meanwhile AI companies watch engagement metrics climb and call it "user love."

The uncomfortable question nobody in AI wants to answer: if your product is generating $50K/day but destroying attention spans, sleep patterns, and mental health... would you kill it?

We already know the answer. They wouldn't even slow it down.

12 years later, Dong Nguyen is still the most ethical person in tech. And that says everything about where we are.

12 years ago, ‘Flappy Bird’ creator announced he was removing the game from the App Store, due to how addictive it had become. https://t.co/bBiIMxbha8 - Pop Base
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Benjamin Hernandez😎
Plot twist: The "gurus" posting 500% gains screenshots? Most are photoshopped or cherry-picked from 100 losing trades. My WhatsApp shows the full picture—wins AND losses, real P&L, transparent trading.

See real results 🚀 https://t.co/71FIJId47G

Send "Hi" asap.
$MU $PLTR $SOFI

📉 Deep Value Recovery: $JZXN
Recommendation: $JZXN

near $2.18 Even after a 63% rally, $JZXN remains fundamentally undervalued relative to its $1B token acquisition plans.

One-line why: This is a technical "mean reversion" play to the 200-day EMA near $1.65. https://t.co/J3Mm5EADUe - Benjamin Hernandez😎
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Dimitry Nakhla | Babylon Capital®
𝐀 𝐭𝐢𝐦𝐞𝐥𝐞𝐬𝐬 𝐫𝐞𝐦𝐢𝐧𝐝𝐞𝐫 𝐟𝐫𝐨𝐦 𝐏𝐞𝐭𝐞𝐫 𝐋𝐲𝐧𝐜𝐡 𝐨𝐧 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲:

“I love volatility… Taco Bell went from $14 to $1… they had no debt, never closed a restaurant… I started buying at $7… it went to $1… Volatility is terrific.”
___

𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧: 𝘝𝘰𝘭𝘢𝘵𝘪𝘭𝘪𝘵𝘺 𝘴𝘩𝘰𝘶𝘭𝘥 𝘣𝘦 𝘸𝘦𝘭𝘤𝘰𝘮𝘦𝘥, 𝘯𝘰𝘵 𝘧𝘦𝘢𝘳𝘦𝘥. 𝘞𝘩𝘢𝘵 𝘮𝘢𝘺 𝘢𝘱𝘱𝘦𝘢𝘳 𝘢𝘴 𝘳𝘪𝘴𝘬 𝘥𝘶𝘦 𝘵𝘰 𝘴𝘦𝘷𝘦𝘳𝘦 𝘷𝘰𝘭𝘢𝘵𝘪𝘭𝘪𝘵𝘺 𝘪𝘴 𝘧𝘳𝘦𝘲𝘶𝘦𝘯𝘵𝘭𝘺 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘺. 𝘚𝘵𝘰𝘤𝘬 𝘱𝘳𝘪𝘤𝘦 𝘪𝘴 𝘰𝘧𝘵𝘦𝘯 𝘯𝘰𝘵 𝘢 𝘨𝘳𝘦𝘢𝘵 𝘳𝘦𝘧𝘭𝘦𝘤𝘵𝘪𝘰𝘯 𝘰𝘧 𝘵𝘩𝘦 𝘲𝘶𝘢𝘭𝘪𝘵𝘺 𝘰𝘧 𝘢 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘰𝘷𝘦𝘳 𝘵𝘩𝘦 𝘴𝘩𝘰𝘳𝘵 𝘵𝘦𝘳𝘮. 𝘔𝘢𝘳𝘬𝘦𝘵𝘴 𝘢𝘳𝘦 𝘦𝘮𝘰𝘵𝘪𝘰𝘯𝘢𝘭. 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴𝘦𝘴 𝘢𝘳𝘦 𝘧𝘶𝘯𝘥𝘢𝘮𝘦𝘯𝘵𝘢𝘭. 𝘖𝘷𝘦𝘳 𝘴𝘩𝘰𝘳𝘵𝘦𝘳 𝘱𝘦𝘳𝘪𝘰𝘥𝘴, 𝘱𝘳𝘪𝘤𝘦𝘴 𝘤𝘢𝘯 𝘴𝘸𝘪𝘯𝘨 𝘸𝘪𝘭𝘥𝘭𝘺 𝘸𝘩𝘪𝘭𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘤𝘩𝘢𝘯𝘨𝘦𝘴 𝘷𝘦𝘳𝘺 𝘭𝘪𝘵𝘵𝘭𝘦.
___

A few practical lessons that help navigate volatility:

1. 𝐁𝐮𝐢𝐥𝐝 𝐩𝐫𝐞𝐬𝐞𝐭 𝐫𝐮𝐥𝐞𝐬. Volatility is hardest when decisions are reactive. Accumulating with a plan removes emotion. For example if I’m looking to accumulate $NOW:

20% at $130
30% at $110
30% at $100
20% at $90

Average price if all buys executed $107.

You’re no longer reacting — you’re executing.

2. 𝐓𝐡𝐞 𝐩𝐫𝐢𝐜𝐞 𝐲𝐨𝐮 𝐩𝐚𝐲 𝐦𝐚𝐭𝐭𝐞𝐫𝐬. Starting at extreme valuations makes volatility feel far more painful.

It’s far more difficult to accumulate additional shares of $NOW if you began building a position at $200 and 70x earnings. However, if you started at 33x, it becomes much easier to continue adding at 25x or 20x. At some point, the multiple compresses to a level where 𝘤𝘰𝘯𝘧𝘪𝘥𝘦𝘯𝘤𝘦 increases — not decreases — as the margin of safety significantly improves.

Valuation discipline → volatility becomes an advantage rather than a source of stress.

What feels like chaos in the moment often looks like opportunity in hindsight.
___

A few names that have seen notable volatility in recent weeks — worth keeping an eye on:

$AXON $MCO $NOW $NVDA $SNDK $SPGI $TDG
___

Video: Investor Talk Peter Lynch (07/05/2020)
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Dimitry Nakhla | Babylon Capital®
𝐏𝐞𝐭𝐞𝐫 𝐋𝐲𝐧𝐜𝐡 𝐨𝐧 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲:

“I love volatility… Taco Bell went from $14 to $1… they had no debt, never closed a restaurant… I started buying at $7… it went to $1… Volatility is terrific.”
___

𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧: 𝘝𝘰𝘭𝘢𝘵𝘪𝘭𝘪𝘵𝘺 𝘴𝘩𝘰𝘶𝘭𝘥 𝘣𝘦 𝘸𝘦𝘭𝘤𝘰𝘮𝘦𝘥, 𝘯𝘰𝘵 𝘧𝘦𝘢𝘳𝘦𝘥. 𝘞𝘩𝘢𝘵 𝘮𝘢𝘺 𝘢𝘱𝘱𝘦𝘢𝘳 𝘢𝘴 𝘳𝘪𝘴𝘬 𝘥𝘶𝘦 𝘵𝘰 𝘴𝘦𝘷𝘦𝘳𝘦 𝘷𝘰𝘭𝘢𝘵𝘪𝘭𝘪𝘵𝘺 𝘪𝘴 𝘧𝘳𝘦𝘲𝘶𝘦𝘯𝘵𝘭𝘺 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘺. 𝘚𝘵𝘰𝘤𝘬 𝘱𝘳𝘪𝘤𝘦 𝘪𝘴 𝘰𝘧𝘵𝘦𝘯 𝘯𝘰𝘵 𝘢 𝘨𝘳𝘦𝘢𝘵 𝘳𝘦𝘧𝘭𝘦𝘤𝘵𝘪𝘰𝘯 𝘰𝘧 𝘵𝘩𝘦 𝘲𝘶𝘢𝘭𝘪𝘵𝘺 𝘰𝘧 𝘢 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘰𝘷𝘦𝘳 𝘵𝘩𝘦 𝘴𝘩𝘰𝘳𝘵 𝘵𝘦𝘳𝘮. 𝘔𝘢𝘳𝘬𝘦𝘵𝘴 𝘢𝘳𝘦 𝘦𝘮𝘰𝘵𝘪𝘰𝘯𝘢𝘭. 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴𝘦𝘴 𝘢𝘳𝘦 𝘧𝘶𝘯𝘥𝘢𝘮𝘦𝘯𝘵𝘢𝘭. 𝘖𝘷𝘦𝘳 𝘴𝘩𝘰𝘳𝘵𝘦𝘳 𝘱𝘦𝘳𝘪𝘰𝘥𝘴, 𝘱𝘳𝘪𝘤𝘦𝘴 𝘤𝘢𝘯 𝘴𝘸𝘪𝘯𝘨 𝘸𝘪𝘭𝘥𝘭𝘺 𝘸𝘩𝘪𝘭𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘤𝘩𝘢𝘯𝘨𝘦𝘴 𝘷𝘦𝘳𝘺 𝘭𝘪𝘵𝘵𝘭𝘦.
___

A few practical lessons that help navigate volatility:

1. 𝐁𝐮𝐢𝐥𝐝 𝐩𝐫𝐞𝐬𝐞𝐭 𝐫𝐮𝐥𝐞𝐬. Volatility is hardest when decisions are reactive. Accumulating with a plan removes emotion. For example if I’m looking to accumulate $NOW:

20% at $130
30% at $110
30% at $100
20% at $90

Average price if all buys executed $107.

You’re no longer reacting — you’re executing.

2. 𝐓𝐡𝐞 𝐩𝐫𝐢𝐜𝐞 𝐲𝐨𝐮 𝐩𝐚𝐲 𝐦𝐚𝐭𝐭𝐞𝐫𝐬. Starting at extreme valuations makes volatility feel far more painful.

It’s far more difficult to accumulate additional shares of $NOW if you began building a position at $200 and 70x earnings. However, if you started at 33x, it becomes much easier to continue adding at 25x or 20x. At some point, the multiple compresses to a level where 𝘤𝘰𝘯𝘧𝘪𝘥𝘦𝘯𝘤𝘦 increases — not decreases — as the margin of safety significantly improves.

Valuation discipline → volatility becomes an advantage rather than a source of stress.

What feels like chaos in the moment often looks like opportunity in hindsight.
___

A few names that have seen notable volatility in recent weeks — worth keeping an eye on:

$AXON $MCO $NOW $NVDA $SNDK $SPGI $TDG
___

Video: Investor Talk Peter Lynch (07/05/2020)
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Dimitry Nakhla | Babylon Capital®
$SPGI CAGR Potential based on 2028 EPS estimates & different multiples:

EPS Estimates

Dec 2026: $19.82 (11% YoY)
Dec 2027: $22.28 (12% YoY)
Dec 2028: $24.90 (12% YoY)

CAGR assuming 2028 EPS Est:

25x → 17.4%
24x → 15.8%
23x → 14.1%
22x → 12.3%
21x → 10.6% https://t.co/lB9O0Xj4Nb
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The Few Bets That Matter
Using Buffett's quotes out of context to illustrate a behaviour he would never have... Just to confirm personal bias...

$HIMS bulls have no more limits.

Although this confirmation bias using Buffett's quotes out of context is the new normal on X 👇
https://t.co/x6eigOu6yD

Not buying $HIMS at $17 a share means you think the following:

- Warren buffets famous quote "Buy when others are fearful, sell when others are greedy" is a load of rubbish

- $NVO will beat $HIMS in court, Hims will have to stop selling compounded GLP-1's

- $HIMS stock trading at a RSI reading of 15 is a nothing burger..

- $HIMS A company that wants to challenge 'big pharma' will not stop and slow down

You do you... 🤝🏼 - StockTrader_Max
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DAIR.AI
RT @omarsar0: https://t.co/iBVTtAHenv
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The Few Bets That Matter
RT @WealthyReadings: Market's reaction is entirely due to uncertainty with NVLinks/UALinks and the opex increase for hardware the market is uncertain of - why spend if Nvidia will replace you?

Analysts' question made it crystal clear this was the focus and the worries. Not CFO nor margins - which were expected as Scorpion P ramped up.

I think $ALAB proved it was capable with the customed Blackwell racks but the market wonders if it will be the case again with Rubin's.

Ridiculous concerns imo. But it'll need time to prove.
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God of Prompt
RT @godofprompt: Anthropic didn’t launch a product on Windows.

They launched a proof of concept that shipping speed beats platform ownership.

Cowork just hit Windows with full feature parity. File access, multi-step task execution, plugins, MCP connectors. Everything macOS got a month ago.

But the real story isn’t the launch. It’s the math behind why it works.

Microsoft spends $37.5B per quarter on AI infrastructure. They pre-installed Copilot on every Windows 11 machine sold. They ran $60M+ in TV ads.

450 million M365 paid seats. 15 million Copilot subscribers. 3.3% conversion rate on their own customers. Market share dropping from 18.8% to 11.5% in six months.

96.7% of their own users looked at Copilot and passed.

Not because the AI is bad. Because the architecture is broken.

Copilot inherits M365’s permission system through the Graph API. Most companies have 15%+ of business-critical files improperly accessible. Turn on Copilot and suddenly any employee can surface sensitive data with a natural language query. So enterprises freeze. Run months-long governance audits. Delay rollouts indefinitely.
Anthropic looked at that and built the opposite.

Cowork is sandboxed to one folder. No enterprise permission layer. No Graph API. You point Claude at a directory, describe what you want done, and it executes.

They built the whole thing in a week and a half using Claude Code.

A week and a half versus $37.5B a quarter. That’s an asymmetry.

Microsoft can’t fix this without rebuilding how M365 handles file access across every tenant. That’s a multi-year architectural project. Meanwhile Anthropic is already on Windows, already working, already solving the exact problem that’s keeping Copilot frozen in enterprise procurement cycles.

The old playbook was: own the OS, own the user. The new playbook is: find where the OS owner’s architecture creates friction, build something that doesn’t have that friction, and ship it on their platform before they can react.
Anthropic doesn’t need to beat Microsoft. They just need to be the thing that works while IT is still running Copilot permission audits.
And they’re already there.

Introducing Claude Opus 4.6. Our smartest model got an upgrade.

Opus 4.6 plans more carefully, sustains agentic tasks for longer, operates reliably in massive codebases, and catches its own mistakes.

It’s also our first Opus-class model with 1M token context in beta. https://t.co/L1iQyRgT9x - Claude
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Illiquid
$aehr +35% thanks be @insane_analyst and @SunvMikey and of course all the SA people who have been writing about this company for years.
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Javier Blas
OIL MARKET: According to the @WSJ, the Trump administration has discussed whether to seize tankers carrying Iranian oil.

But, **importantly** decided to hold off, concerned about Tehran's near-certain retaliation and the impact on global oil markets. https://t.co/VDegvmsMQd
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Moon Dev
No one is safe

Openclaw will replace every single job

And i will show you exactly how

Every step of the way https://t.co/1YNVr2sJnd
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Quiver Quantitative
JUST IN: Representative John McGuire just filed a purchase of Nvidia stock, $NVDA.

McGuire sits on the AI subcommittee of the Senate Armed Services Committee. https://t.co/AahD00xQFf
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