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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Javier Blas
RT @patrickwintour: Full remarks of Seyed Abbas Araghchi, Minister of Foreign Affairs, after the end of the Geneva negotiations.

Today, we held the second round of negotiations with the American delegation indirectly at the Oman Embassy in Geneva. Consultations had started since yesterday, and Grossi came to Geneva and had good technical discussions with him, and he met with the American delegation.

In this round, completely serious discussions were raised compared to the previous round, and there was a more constructive atmosphere.

Various ideas were presented and these ideas were seriously discussed, and ultimately we were able to reach a general agreement on a set of guiding principles, based on which we will move forward and enter the text of a possible agreement.

This does not mean that we can quickly reach an agreement, but at least the path has started. We hope this will be done as soon as possible and we are ready to devote enough time to it, but when it comes to drafting the text, the work becomes a bit more difficult and detailed.

Good progress was made compared to the previous session and now we have a clear path ahead, which I think is positive.

No specific time was set, and it was agreed that both sides would work on the texts of a possible agreement, then we will exchange these texts and after that set another date for the third round.

The roadmap is not defined as such, but now we have a clearer picture of what needs to be done and what should be done next.

Of course, both sides still have positions that require work to come closer to each other, but at least now we have a set of guiding principles and a clearer path to follow.
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Javier Blas
Oman, which is mediating the U.S.-Iran, talks comes out also with an upbeat take. If nothing else, everyone involved seems to want to keep the talks ongoing

Today’s indirect negotiations between The Islamic Republic of Iran and the United States of America in Geneva concluded with good progress towards identifying common goals and relevant technical issues. The spirit of our meetings was constructive. Together we made serious efforts to define a number of guiding principles for a final deal. The contribution of the IAEA Director General Rafael Grossi was much appreciated. Much work is yet to be done, and the parties left with clear next steps before the next meeting. - Badr Albusaidi - بدر البوسعيدي
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Brady Long
RT @thisguyknowsai: BREAKING: Grok can now do digital marketing like a $10,000/month agency (for free).

Here are 7 insane Grok prompts that can take your biz to $100K/month (Save for later) https://t.co/gxgmFybCmY
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Benjamin Hernandez😎
Fresh trading ideas for Tuesday!

$CGTL $CNVS $ONEG
$GLXG $ETOR $SMX
$CNQ $NLY-I $MSFT $META $NVDA $TSM

$CGTL volatility is extremely high. $CNVS is the speculative focus. $ONEG needs to reclaim the 50-day MA. Watch $SMX for capitulation volume.

Text me for my trade plan!
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Javier Blas
For energy policy making, a key week in Paris as @IEA energy officials gather Feb 18-19 for a biennial ministerial meeting.

The IEA’s drift toward net-zero advocacy and overtures to China will be tested as US officials push to a return to core oil security mandate / OECD focus.
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Dimitry Nakhla | Babylon Capital®
Dan Sundheim Q4 25’ 13F

Top 5 Holdings: $CART $CLH $FLS $JHX $RDDT

Notable Adds: $MELI $SE $KNX $AMZN https://t.co/7ZWumiHSX9

Dan Sundheim, Founder & CIO of D1 Capital Partners, on what stock he’d buy if there was a 10-year lockup:

“There’s very few tech companies I feel comfortable saying because I think tech just changes too quickly so it wouldn’t be a tech company. It would have to be a company with a moat that’s incredibly difficult to penetrate, with a growth rate well above GDP for a long time.

I like 𝐒𝐢𝐞𝐦𝐞𝐧𝐬 𝐄𝐧𝐞𝐫𝐠𝐲 quite a bit… a company called 𝐂𝐥𝐞𝐚𝐧 𝐇𝐚𝐫𝐛𝐨𝐫𝐬 which I like a lot… they own the majority of the incinerators in the United States. You can’t really build more incinerators because of NIMBY.”
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𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧:

Investing ultimately comes back to analyzing a company’s moat. Not just whether a business has competitive advantages — but: how easily can those advantages be replicated?

How many layers of barriers to entry protect the business?

How durable are those advantages over long periods of time?

𝘛𝘩𝘦 𝘭𝘰𝘯𝘨𝘦𝘳 𝘺𝘰𝘶𝘳 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘩𝘰𝘳𝘪𝘻𝘰𝘯, 𝘵𝘩𝘦 𝘮𝘰𝘳𝘦 𝘤𝘳𝘪𝘵𝘪𝘤𝘢𝘭 𝘵𝘩𝘦𝘴𝘦 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯𝘴 𝘣𝘦𝘤𝘰𝘮𝘦.

𝘈𝘴 𝘵𝘦𝘤𝘩𝘯𝘰𝘭𝘰𝘨𝘺 𝘢𝘥𝘷𝘢𝘯𝘤𝘦𝘴, 𝘥𝘪𝘴𝘳𝘶𝘱𝘵𝘪𝘰𝘯 𝘳𝘪𝘴𝘬 𝘯𝘢𝘵𝘶𝘳𝘢𝘭𝘭𝘺 𝘳𝘪𝘴𝘦𝘴. 𝘞𝘩𝘢𝘵 𝘭𝘰𝘰𝘬𝘴 𝘥𝘰𝘮𝘪𝘯𝘢𝘯𝘵 𝘵𝘰𝘥𝘢𝘺 𝘮𝘢𝘺 𝘯𝘰𝘵 𝘳𝘦𝘮𝘢𝘪𝘯 𝘴𝘰 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘳𝘦𝘢𝘭 𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘢𝘭 𝘱𝘳𝘰𝘵𝘦𝘤𝘵𝘪𝘰𝘯𝘴 — 𝘪𝘯𝘵𝘦𝘭𝘭𝘦𝘤𝘵𝘶𝘢𝘭 𝘱𝘳𝘰𝘱𝘦𝘳𝘵𝘺, 𝘳𝘦𝘨𝘶𝘭𝘢𝘵𝘰𝘳𝘺 𝘣𝘢𝘳𝘳𝘪𝘦𝘳𝘴, 𝘪𝘯𝘴𝘵𝘢𝘭𝘭𝘦𝘥 𝘣𝘢𝘴𝘦, 𝘴𝘸𝘪𝘵𝘤𝘩𝘪𝘯𝘨 𝘤𝘰𝘴𝘵𝘴, 𝘯𝘦𝘵𝘸𝘰𝘳𝘬 𝘦𝘧𝘧𝘦𝘤𝘵𝘴, 𝘩𝘢𝘳𝘥 𝘢𝘴𝘴𝘦𝘵𝘴, 𝘦𝘵𝘤.
___

𝙒𝙝𝙖𝙩’𝙨 𝙗𝙚𝙖𝙪𝙩𝙞𝙛𝙪𝙡 𝙖𝙗𝙤𝙪𝙩 𝙎𝙪𝙣𝙙𝙝𝙚𝙞𝙢’𝙨 𝙛𝙧𝙖𝙢𝙞𝙣𝙜 𝙞𝙨 𝙩𝙝𝙚 𝙚𝙢𝙥𝙝𝙖𝙨𝙞𝙨 𝙤𝙣 𝙙𝙪𝙧𝙖𝙗𝙞𝙡𝙞𝙩𝙮 𝙤𝙫𝙚𝙧 𝙚𝙭𝙘𝙞𝙩𝙚𝙢𝙚𝙣𝙩.

Particularly what he mentioned about 𝐂𝐥𝐞𝐚𝐧 𝐇𝐚𝐫𝐛𝐨𝐫𝐬:

“You 𝘤𝘢𝘯’𝘵 𝘳𝘦𝘢𝘭𝘭𝘺 𝘣𝘶𝘪𝘭𝘥 𝘮𝘰𝘳𝘦 𝘪𝘯𝘤𝘪𝘯𝘦𝘳𝘢𝘵𝘰𝘳𝘴 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘰𝘧 𝙉𝙄𝙈𝘽𝙔 and as you have 𝙢𝙤𝙧𝙚 𝙤𝙣𝙨𝙝𝙤𝙧𝙞𝙣𝙜𝘵𝘩𝘦𝘳𝘦’𝘴 𝘨𝘰𝘪𝘯 𝘵𝘰 𝘣𝘦 𝘮𝘰𝘳𝘦 𝘩𝘢𝘻𝘢𝘳𝘥𝘰𝘶𝘴 𝘸𝘢𝘴𝘵𝘦 and they have both the incinerators and 𝘵𝘩𝘦𝘺 𝘩𝘢𝘷𝘦 𝘵𝘩𝘦 𝙣𝙚𝙩𝙬𝙤𝙧𝙠 𝘵𝘰 𝘨𝘰 𝘤𝘰𝘭𝘭𝘦𝘤𝘵. And so it’s just a very very good business and the starting multiple is very reasonable.”

𝐓𝐡𝐞 𝐛𝐚𝐫𝐫𝐢𝐞𝐫𝐬 𝐭𝐨 𝐞𝐧𝐭𝐫𝐲 𝐞𝐦𝐛𝐞𝐝𝐝𝐞𝐝 𝐢𝐧 𝐭𝐡𝐚𝐭 𝐬𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭 𝐚𝐫𝐞 𝐢𝐧𝐜𝐫𝐞𝐝𝐢𝐛𝐥𝐲 𝐩𝐨𝐰𝐞𝐫𝐟𝐮𝐥:

𝐑𝐞𝐠𝐮𝐥𝐚𝐭𝐨𝐫𝐲 𝐁𝐚𝐫𝐫𝐢𝐞𝐫𝐬 → Hazardous waste facilities face extreme permitting hurdles

𝐍𝐈𝐌𝐁𝐘 𝐄𝐟𝐟𝐞𝐜𝐭 t → Even if permitted, communities resist new incinerators

𝐒𝐜𝐚𝐫𝐜𝐢𝐭𝐲 𝐨𝐟 𝐀𝐬𝐬𝐞𝐭𝐬 → Very few licensed hazardous waste incinerators exist

𝐇𝐚𝐫𝐝 𝐀𝐬𝐬𝐞𝐭 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞 → These are not easily replicated digital products

𝐍𝐞𝐭𝐰𝐨𝐫𝐤 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 → Collection, transportation, disposal ecosystem

𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐞𝐝 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦 → Owning both disposal + logistics compounds the moat

This is what a real moat looks like.
___

Interestingly:

$SIE.DE: +13% YTD
$CLH: +13% YTD

𝐀 𝐫𝐞𝐦𝐢𝐧𝐝𝐞𝐫 𝐭𝐡𝐚𝐭 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐬𝐧’𝐭 𝐚𝐛𝐨𝐮𝐭 𝐜𝐡𝐚𝐬𝐢𝐧𝐠 𝐭𝐡𝐞 𝐟𝐚𝐬𝐭𝐞𝐬𝐭 𝐬𝐭𝐨𝐫𝐲 — 𝐢𝐭’𝐬 𝐚𝐛𝐨𝐮𝐭 𝐨𝐰𝐧𝐢𝐧𝐠 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐭𝐡𝐚𝐭 𝐚𝐫𝐞 𝐡𝐚𝐫𝐝𝐞𝐬𝐭 𝐭𝐨 𝐝𝐢𝐬𝐫𝐮𝐩𝐭.
___

Video: Stripe | Dan Sundheim of D1 Capital | (10/22/2025) - Dimitry Nakhla | Babylon Capital®
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Javier Blas
Oman, which is mediating the U.S.-Iran talks, comes out also with an upbeat take. If nothing else, everyone involved seems to want to keep the talks ongoing

Today’s indirect negotiations between The Islamic Republic of Iran and the United States of America in Geneva concluded with good progress towards identifying common goals and relevant technical issues. The spirit of our meetings was constructive. Together we made serious efforts to define a number of guiding principles for a final deal. The contribution of the IAEA Director General Rafael Grossi was much appreciated. Much work is yet to be done, and the parties left with clear next steps before the next meeting. - Badr Albusaidi - بدر البوسعيدي
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Moon Dev
The $2.2M Prediction Market Cheat Sheet: Tracking Whales With Claude

imagine walking into a room and seeing exactly where two million dollars is parked right before the market moves. i used to spend my days staring at candlesticks and praying for a bounce only to watch my account get wiped out by a single liquidation candle. it turns out that the secret to the prediction market game isn't predicting the future but tracking the people who have already bought it.

i spent hundreds of thousands of dollars on developers in the past because i was terrified of the syntax and the complexity of building my own systems. code is the great equalizer because it allows a regular person to compete with institutions that have billions in capital. once i learned to automate my trading i realized that the only way to win is to iterate until you find a system that works without your emotions getting in the way.

there is over 2.2 million dollars in open profit sitting in just a few top positions right now and most people have no idea how to see it. if you can map out every single position a whale holds you are essentially looking at a cheat sheet for the entire global economy. these players aren't just lucky they are often the first to know when a federal reserve decision or a political shift is about to happen.

most traders are stuck in a cycle of over trading and losing money because they think they can outsmart the market with their intuition. i knew i had to automate everything because my own brain was the biggest liability in my portfolio. now i let fully automated systems handle the heavy lifting while i focus on finding the next big anomaly in the data.

the real power comes when you combine whale tracking with real time sentiment analysis from global news sources. by pulling rss feeds from reuters and bloomberg you can see the news before it hits the charts and causes a massive price swing. this creates a lead indicator that tells you exactly when the smart money is about to double down or exit a winning position.

i remember the feeling of losing everything on a trade that i thought was a sure thing because i didn't have a stop loss. now my bots look for resolution timing arbitrage which is a strategy that focuses on markets expiring within forty eight hours. when a market is ninety percent decided and nearing its end you are betting on the mathematical certainty of time rather than just a random guess.

the reason i decide to learn and build live is because you have to iterate to success in this industry. if a bot isn't performing you don't give up you just tweak the code and find a new angle to attack the market. code allows you to backtest an idea in seconds instead of spending months of your life testing it with your own capital.

many people think they need to be a math genius to build a profitable trading system but it really just comes down to logic and persistence. i started with zero knowledge and now i have dashboards that track every move the biggest players in the prediction space are making. this level of transparency is exactly why i believe that automation is the only way to survive in the long run.

there is a specific type of market called an almost decided market where one side has over ninety percent conviction. these are the markets where you can find asymmetrical risk because the price is already baked in but the last few percentage points of movement are pure profit. if you can identify these early enough you can build a portfolio that grows while everyone else is getting liquidated in volatile trades.

the final step of the process is creating a single source of truth where every dashboard and bot communicates with each other. having an all dashboards view means i can see whale movements and news sentiment and expiring contracts all in one place. this isn't just about making money it is about building a system that replaces your manual labor with pure code and logic.

i believe that anyone can do this if they are willing [...]

to put in the time to understand how these systems actually flow. through the pain of losing money i found the motivation to build something that actually works for me every single day. the goal is to keep moving and keep building until your automated systems are doing the work while you live your life.
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The Transcript
$IBM CEO: Memory inflation driven by HBM shift

“ot memory DRAM prices are 6 times that of last year. A big reason for that, for those who are interested, is because a lot of the capacity is moving over to HBM, or high bandwidth memory, which is required for AI servers"
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Quiver Quantitative
JUST IN: Eric Trump is investing in Israeli drone maker Xtend as part of a deal to take the company public.

The Pentagon recently awarded Xtend a ‘multi-dimensional drone swarm’ contract.
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