Offshore
Video
Jukan
I’m currently writing a report on memory, and so far I haven’t come across anyone making a similar argument to mine: https://t.co/vMRxWSVnhZ
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I’m currently writing a report on memory, and so far I haven’t come across anyone making a similar argument to mine: https://t.co/vMRxWSVnhZ
tweet
Offshore
Video
Jukan
Me, while writing a memory report, realizing no one has covered this with logic similar to mine yet: https://t.co/vYC0w8eSiK
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Me, while writing a memory report, realizing no one has covered this with logic similar to mine yet: https://t.co/vYC0w8eSiK
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Offshore
Photo
Javier Blas
The collapse of Cuba:
The foundations of ‘Castrismo’ are crumbling:
https://t.co/i50OHPjzTO
Havana doesn’t have allies willing to defy Trump: https://t.co/lIREwkgRW4
Cuba fears the return of the 1990s ‘Special Period’: https://t.co/a2J5Z7sPE9
(In Spanish) https://t.co/k6BiMRduGe
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The collapse of Cuba:
The foundations of ‘Castrismo’ are crumbling:
https://t.co/i50OHPjzTO
Havana doesn’t have allies willing to defy Trump: https://t.co/lIREwkgRW4
Cuba fears the return of the 1990s ‘Special Period’: https://t.co/a2J5Z7sPE9
(In Spanish) https://t.co/k6BiMRduGe
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Michael Fritzell (Asian Century Stocks)
Set a reminder for my upcoming Space! https://t.co/cwMcjiofdO
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Set a reminder for my upcoming Space! https://t.co/cwMcjiofdO
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Offshore
Photo
Illiquid
Its not so much the amount of money but the fact that the Singapore government is keeping the headlines coming to boost small and mid-cap valuations.
https://t.co/5qmzrMkIZ9
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Its not so much the amount of money but the fact that the Singapore government is keeping the headlines coming to boost small and mid-cap valuations.
https://t.co/5qmzrMkIZ9
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Michael Fritzell (Asian Century Stocks)
RT @ArenaManCapital: If you have a baby, get yourself a wet vacuum. My 1.34 year old threw a bowl of noodles on the floor. No problem. A wet vacuum mops and vacuums at the same time. Literally life changing! This and a Steve Jobs era MB Air are probably the best things I've owned in my life.
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RT @ArenaManCapital: If you have a baby, get yourself a wet vacuum. My 1.34 year old threw a bowl of noodles on the floor. No problem. A wet vacuum mops and vacuums at the same time. Literally life changing! This and a Steve Jobs era MB Air are probably the best things I've owned in my life.
tweet
The Transcript
RT @TheTranscript_: $ETN CEO: "“Our Electrical Americas backlog grew 31% year-over-year, hitting an all-time record… Aerospace backlog expanded 16% year-over-year… Book-to-bill for the combined segments was above 1.2 on a quarterly basis or 1.1 on a rolling 12-month basis.”"
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RT @TheTranscript_: $ETN CEO: "“Our Electrical Americas backlog grew 31% year-over-year, hitting an all-time record… Aerospace backlog expanded 16% year-over-year… Book-to-bill for the combined segments was above 1.2 on a quarterly basis or 1.1 on a rolling 12-month basis.”"
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Offshore
Photo
Lumida Wealth Management
AI-will-eat-SAAS
$HUBS reported earnings, and it tells exactly what happens to SAAS after AI.
Hubspot's revenue retention rose to 105%, and customers grew by 16%.
HUBS isn't only gaining more customers, but existing customers are also spending more.
It is the opposite of what the market fears.
The reason?
HUBS is integrating AI features in products that customers already use.
50% of customers are already using HUBS' AI offerings.
Read more about it: https://t.co/2LFZQ332rY
tweet
AI-will-eat-SAAS
$HUBS reported earnings, and it tells exactly what happens to SAAS after AI.
Hubspot's revenue retention rose to 105%, and customers grew by 16%.
HUBS isn't only gaining more customers, but existing customers are also spending more.
It is the opposite of what the market fears.
The reason?
HUBS is integrating AI features in products that customers already use.
50% of customers are already using HUBS' AI offerings.
Read more about it: https://t.co/2LFZQ332rY
tweet
Offshore
Video
Moon Dev
this openclaw with opus will help us all live to 200
we all have phds in our pockets
and now we have openclaw with multiple agents working on longevity 24/7 https://t.co/CuzhzgzUku
tweet
this openclaw with opus will help us all live to 200
we all have phds in our pockets
and now we have openclaw with multiple agents working on longevity 24/7 https://t.co/CuzhzgzUku
tweet
Offshore
Video
Chips & SaaS
RT @JanJekielek: “The American people are the last bulwark against CCP hegemony.”
“Thr more divided we are, the harder it is for us to resist the CCP’s ultimate political objective.”
“Which is global hegemony.”
Former NSC Chief of Staff @alexgrayforok told me that China uses extreme partisan groups to sow division in the United States.
“The Soviets made a very professional effort to sow discord in the United States.”
“The Chinese have inherited those lessons, and in many ways, they’ve refined them, and they’ve made them more sophisticated and more effective.”
“The goal is to use organizations that are partisan, that are extreme, that sow disunity and disharmony within American society to create wedges that make us vulnerable to the CCP’s division.”
“If they can divide us, confuse us, keep us at each other’s throats, they will have an easier path towards their ultimate goal.”
tweet
RT @JanJekielek: “The American people are the last bulwark against CCP hegemony.”
“Thr more divided we are, the harder it is for us to resist the CCP’s ultimate political objective.”
“Which is global hegemony.”
Former NSC Chief of Staff @alexgrayforok told me that China uses extreme partisan groups to sow division in the United States.
“The Soviets made a very professional effort to sow discord in the United States.”
“The Chinese have inherited those lessons, and in many ways, they’ve refined them, and they’ve made them more sophisticated and more effective.”
“The goal is to use organizations that are partisan, that are extreme, that sow disunity and disharmony within American society to create wedges that make us vulnerable to the CCP’s division.”
“If they can divide us, confuse us, keep us at each other’s throats, they will have an easier path towards their ultimate goal.”
tweet
Offshore
Video
Moon Dev
Stop Building Slop: 3 AI Agent Use Cases That Actually Front-Run Wall Street
most people are using the most powerful automation tools in the world to generate content slop while the real players are using them to hunt for money in places wall street hasn't even noticed yet. we are currently living through a gold rush where the pickaxes are ai agents but almost everyone is digging in the wrong spot. if you want to know how to turn these tools into a literal money printer you have to understand why most of the current use cases are actually a total waste of time
i go by the name moon dev and i believe that code is the great equalizer in a world designed to liquidate the average person. before i learned to code i spent hundreds of thousands of dollars on developers for apps because i thought i wasn't smart enough to do it myself. it was a massive mistake that cost me a fortune in over trading and liquidations until i realized that i had to automate my survival
the primary problem with tools like openclaw right now is that the average person is using them for tasks that don't move the needle. they are out here building agents to summarize reddit threads or create daily youtube digests which is just more noise in an already loud world. why would you spend your computing credits on organizing content when you could be using them to find a social arbitrage opportunity before it hits the mainstream news
one of the few use cases that actually makes sense involves turning an agent into a tireless tiktok scroller to find trends before they blow up. imagine an agent that sits there all day analyzing sentiment and spotting products or stocks that are starting to go viral in specific niche communities. this is how you find trends before wall street knows they exist because you are essentially front running the cultural consciousness
there is a massive trap waiting for anyone who jumps into automation without knowing how to actually build their own environment. i decided to learn to code live on youtube to show people that you don't need to be a genius to build fully automated systems that trade for you. without that foundation you are just a passenger in someone else's car hoping they don't drive you off a cliff
as an algorithmic trader i follow a very specific process called rbi which stands for research backtest and implement. most of the openclaw use cases i see skip the research and backtesting parts and go straight to implementation which is just gambling with extra steps. if your agent isn't helping you find a statistical edge that you can prove with data then you are just burning electricity for no reason
a lot of people get excited about agents that can manage their dms or declutter their inbox because it feels like they are being productive. while that might save you a few minutes a day it doesn't actually solve the bottleneck of creating real wealth in the markets. you need to be looking for the use cases that scale your brain instead of just cleaning your digital house
the real secret to winning this game is figuring out how to create a million versions of yourself working all day on your craft. i keep a whiteboard behind me that says i want to become the best in the world at machine learning so i can have a million of me running at once. that sounds big headed to some but in the world of ai it is a literal possibility if you can architect the system correctly
we are constantly looking for a specific kind of arbitrage where the cost of the automation is lower than the profit it generates. for example if i pay two hundred dollars for a cloud subscription i am looking for a use case that prints at least two hundred and ten dollars back. until you find that ten dollar profit margin you are just a customer of the ai companies rather than a partner in the new economy
i often feel like gilfoyle from silicon valley because i look at these shiny new ui tools and wonder why i wouldn't just run it in a terminal. for a developer it is often a [...]
Stop Building Slop: 3 AI Agent Use Cases That Actually Front-Run Wall Street
most people are using the most powerful automation tools in the world to generate content slop while the real players are using them to hunt for money in places wall street hasn't even noticed yet. we are currently living through a gold rush where the pickaxes are ai agents but almost everyone is digging in the wrong spot. if you want to know how to turn these tools into a literal money printer you have to understand why most of the current use cases are actually a total waste of time
i go by the name moon dev and i believe that code is the great equalizer in a world designed to liquidate the average person. before i learned to code i spent hundreds of thousands of dollars on developers for apps because i thought i wasn't smart enough to do it myself. it was a massive mistake that cost me a fortune in over trading and liquidations until i realized that i had to automate my survival
the primary problem with tools like openclaw right now is that the average person is using them for tasks that don't move the needle. they are out here building agents to summarize reddit threads or create daily youtube digests which is just more noise in an already loud world. why would you spend your computing credits on organizing content when you could be using them to find a social arbitrage opportunity before it hits the mainstream news
one of the few use cases that actually makes sense involves turning an agent into a tireless tiktok scroller to find trends before they blow up. imagine an agent that sits there all day analyzing sentiment and spotting products or stocks that are starting to go viral in specific niche communities. this is how you find trends before wall street knows they exist because you are essentially front running the cultural consciousness
there is a massive trap waiting for anyone who jumps into automation without knowing how to actually build their own environment. i decided to learn to code live on youtube to show people that you don't need to be a genius to build fully automated systems that trade for you. without that foundation you are just a passenger in someone else's car hoping they don't drive you off a cliff
as an algorithmic trader i follow a very specific process called rbi which stands for research backtest and implement. most of the openclaw use cases i see skip the research and backtesting parts and go straight to implementation which is just gambling with extra steps. if your agent isn't helping you find a statistical edge that you can prove with data then you are just burning electricity for no reason
a lot of people get excited about agents that can manage their dms or declutter their inbox because it feels like they are being productive. while that might save you a few minutes a day it doesn't actually solve the bottleneck of creating real wealth in the markets. you need to be looking for the use cases that scale your brain instead of just cleaning your digital house
the real secret to winning this game is figuring out how to create a million versions of yourself working all day on your craft. i keep a whiteboard behind me that says i want to become the best in the world at machine learning so i can have a million of me running at once. that sounds big headed to some but in the world of ai it is a literal possibility if you can architect the system correctly
we are constantly looking for a specific kind of arbitrage where the cost of the automation is lower than the profit it generates. for example if i pay two hundred dollars for a cloud subscription i am looking for a use case that prints at least two hundred and ten dollars back. until you find that ten dollar profit margin you are just a customer of the ai companies rather than a partner in the new economy
i often feel like gilfoyle from silicon valley because i look at these shiny new ui tools and wonder why i wouldn't just run it in a terminal. for a developer it is often a [...]