Offshore
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The Transcript
$MS Exec: Morgan Stanley has a 200-variable model that predicts, with high accuracy, which clients will seek financial advice before they do.

“So we have a model now with over 200 variables that, if you back-test it, the top 3 deciles of clients, who we predict are going to want to have a relationship with a financial adviser, represent 90% of those clients who become clients of financial advisers.”
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Offshore
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The Transcript
Conferences this week: https://t.co/sE472Sa0xQ
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Jukan
SA said in an institutional report that INTC has delayed 14A.

via @TMTBreakout. https://t.co/lJLCqZ2r3n
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Offshore
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The Transcript
RT @TheTranscript_: $NOW ServiceNow CEO tells investors the M&A panic is over and it’s time to return that lost $10B in market cap.

"I noticed that we lost about $10B in market cap on that because of the worry. So now the worry is gone, you can give us back to market cap. And no, we're not going after anything large"
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Offshore
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The Transcript
ServiceNow executives have cancelled their planned stock sales, and the CEO is buying $3M worth of shares

$NOW: +1% today https://t.co/vTRTq9uT8b

$NOW ServiceNow CEO tells investors the M&A panic is over and it’s time to return that lost $10B in market cap.

"I noticed that we lost about $10B in market cap on that because of the worry. So now the worry is gone, you can give us back to market cap. And no, we're not going after anything large"
- The Transcript
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Offshore
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God of Prompt
RT @rryssf_: Together AI published a paper that made open-source models outperform GPT-4o on a major benchmark

the method is called Mixture-of-Agents. it doesn't fine-tune anything. it doesn't train anything. it just asks multiple llms the same question, then feeds their answers to another llm that synthesizes the best response

65.1% vs GPT-4o's 57.5% on AlpacaEval 2.0. all open-source models. here's how it works and where it breaks down
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Clark Square Capital
RT @TheAppInvestor: 📊Mobile App Stocks review - Week 7, 2026
Gala (HK:2458), Mighty Kingdom (AX:MKL), $ZDGE and $GRVY top the chart. Disappointing few weeks for Drecom and Aiming in JP.

Commentary blog offers some more thoughts on Gala and Gravity, cf comments. https://t.co/ATELocRcxM
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The Few Bets That Matter
Closed $ALAB.

I love the company and it has more to give.
If the market doesn't like it, I don't either.

Call me a trader 👇

https://t.co/l9nGdNNrQu
- The Few Bets That Matter
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God of Prompt
RT @godofprompt: 🚨 BREAKING: Gemini can now write and design an entire book in 48 hours.

Here are 5 insane prompts to become a published author this month: (Save for later): https://t.co/hdqbdZK4Gv
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AkhenOsiris
RT @JerryCap: In 2000, people thought the internet would kill all retail. Twenty years later $WMT trades at 50x PE and a premium to Amazon who actually owns the internet.
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