Offshore
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Fiscal.ai
Google is the most profitable company in the world.
Can any company surpass them in the next 10 years?
$GOOGL $AAPL $MSFT $AMZN $NVDA https://t.co/pCqL4TwXWw
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Google is the most profitable company in the world.
Can any company surpass them in the next 10 years?
$GOOGL $AAPL $MSFT $AMZN $NVDA https://t.co/pCqL4TwXWw
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The Transcript
RT @TheTranscript_: $GM CFO: Lower EV demand prompted production resets to avoid chasing falling volume
“What we found happening on the EV side in 2025… was the constant ratcheting back of production forecasts… Rather than to try to chase that falling demand perpetually… let's reset, let's establish the right foundation.”
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RT @TheTranscript_: $GM CFO: Lower EV demand prompted production resets to avoid chasing falling volume
“What we found happening on the EV side in 2025… was the constant ratcheting back of production forecasts… Rather than to try to chase that falling demand perpetually… let's reset, let's establish the right foundation.”
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Offshore
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Pristine Capital
RT @realpristinecap: • POTUS Raises Tariffs 👑
• NVDA Earnings Preview 📊
• Iran…Deal or No Deal? 🌎
Check out our weekend watchlist research note to prepare for the week ahead 👇
https://t.co/BPAbyccWSD
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RT @realpristinecap: • POTUS Raises Tariffs 👑
• NVDA Earnings Preview 📊
• Iran…Deal or No Deal? 🌎
Check out our weekend watchlist research note to prepare for the week ahead 👇
https://t.co/BPAbyccWSD
tweet
The Transcript
$PANW CEO on the impact of AI on cybersecurity:
"The LLMs are a net positive and additive to our capability to deliver security.. I'm still confused why the market is treating AI as a threat to at least cybersecurity. I can't speak for all the software because one thing we're definitely seeing that customers have figured out that they need to drive more consistency in their security stack to be able to respond faster using AI. You cannot respond fast if you've got 70 different vendors who have different data, different logs, different APIs running. So we are seeing a trend towards more consolidation"
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$PANW CEO on the impact of AI on cybersecurity:
"The LLMs are a net positive and additive to our capability to deliver security.. I'm still confused why the market is treating AI as a threat to at least cybersecurity. I can't speak for all the software because one thing we're definitely seeing that customers have figured out that they need to drive more consistency in their security stack to be able to respond faster using AI. You cannot respond fast if you've got 70 different vendors who have different data, different logs, different APIs running. So we are seeing a trend towards more consolidation"
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Brady Long
RT @thisdudelikesAI: “Opportunity lies where no one else is looking” - Warren Buffet
If ‘everyone’ is 100% sure about something it rarely happens how ‘everyone’ expects.
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RT @thisdudelikesAI: “Opportunity lies where no one else is looking” - Warren Buffet
If ‘everyone’ is 100% sure about something it rarely happens how ‘everyone’ expects.
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Chips & SaaS
RT @Jkylebass: @HillelNeuer It calls into question the UN itself. With China and Russia each having veto power over the Security Council,what good is it? China has infiltrated each formerly meaningful supranational institution worldwide.The @UN used to serve a purpose, but it’s been hijacked by communists.
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RT @Jkylebass: @HillelNeuer It calls into question the UN itself. With China and Russia each having veto power over the Security Council,what good is it? China has infiltrated each formerly meaningful supranational institution worldwide.The @UN used to serve a purpose, but it’s been hijacked by communists.
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Offshore
Photo
Chips & SaaS
RT @HillelNeuer: BREAKING: Party of German Chancellor Friedrich Merz unanimously calls for end to funding of UNRWA. Motion by CDU 2026 congress: “Germany and the EU shall discontinue support for UNRWA... Investigations have confirmed close entanglement between UNRWA and terrorist organizations.”
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RT @HillelNeuer: BREAKING: Party of German Chancellor Friedrich Merz unanimously calls for end to funding of UNRWA. Motion by CDU 2026 congress: “Germany and the EU shall discontinue support for UNRWA... Investigations have confirmed close entanglement between UNRWA and terrorist organizations.”
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Chips & SaaS
RT @Terenceshen: My Taiwanese friend Robert Tsao wrote an open letter to Xi Jinping. It is well worth reading.
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RT @Terenceshen: My Taiwanese friend Robert Tsao wrote an open letter to Xi Jinping. It is well worth reading.
https://t.co/bmx19TbGFw tweet
X (formerly Twitter)
Terence Shen 公子沈 (@Terenceshen) on X
Open Letter to Xi: Invasion of Taiwan Is a Dead End, Returning Power to the People Is the Right Path
Offshore
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Chips & SaaS
RT @McFaul: Professor Pape is one of our country’s best experts on air power.
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RT @McFaul: Professor Pape is one of our country’s best experts on air power.
This represents 40-50% of the deployable US air power in the world. Think air power on the order of the 1991 and 2003 Iraq war. And growing. Never has the US deployed this much force against a potential enemy and not launched strikes. https://t.co/NLPIOEyeUs tweet
Offshore
Video
Dimitry Nakhla | Babylon Capital®
Warren Buffett:
“I think it’s almost impossible to do well in equities over a period of time if you go to bed every night thinking about the price of them… We think about the value of them.”
___
Video: CNBC Warren Buffett Archive (2003) https://t.co/MHEmtda2W1
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Warren Buffett:
“I think it’s almost impossible to do well in equities over a period of time if you go to bed every night thinking about the price of them… We think about the value of them.”
___
Video: CNBC Warren Buffett Archive (2003) https://t.co/MHEmtda2W1
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Offshore
Video
Moon Dev
Wait this actually works
So I gotta go lock in for a few months
Goodbye https://t.co/lgTxSe7FSg
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Wait this actually works
So I gotta go lock in for a few months
Goodbye https://t.co/lgTxSe7FSg
tweet
Offshore
Photo
Fiscal.ai
DoorDash v. Uber Eats
Which business will be larger in 5 years?
$DASH $UBER https://t.co/R4uVi9czuK
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DoorDash v. Uber Eats
Which business will be larger in 5 years?
$DASH $UBER https://t.co/R4uVi9czuK
tweet
Offshore
Video
Moon Dev
The Simons Blueprint: Using OpenClaw to Automate "Home Run" Research 24/7
most traders are spending their lives staring at charts for small gains while i just figured out how to have a fleet of autonomous agents hunt for million dollar home runs while i talk. i used to be the one losing sleep over liquidations and over trading but i realized that manual trading is a rigged game for anyone without a system.
if you want to stop getting liquidated you have to understand that code is the great equalizer in this entire financial industry. i spent hundreds of thousands on developers in the past thinking i couldn't code myself until i realized that waiting for others to build your vision is a slow death.
now i have six different ais running at all times but that is just the baseline for what i am actually building here. i have deployed an ai powered stream observer that literally listens to everything i say and do throughout the day.
every fifteen minutes this agent reads the full transcript of my work and thinks one hundred times bigger than any human mind can. it is designed to ignore the small tasks and focus entirely on massive home run opportunities that an autonomous fleet can execute.
while everyone else is debating whether to use ubuntu or windows i am having my agents look for sixty million dollar opportunities. it is a game of scale and speed that most people cannot even wrap their heads around yet.
most people think you need elaborate equations to win at this but the reality is much simpler once you have the right infrastructure. jim simons built a thirty one billion dollar empire using machine learning and testing things that were predictive over long periods of time.
i am following that exact blueprint by finding things that might be predictive and testing them against historical price data. if the idea works it gets added to the system and if it does not it gets thrown out without a second thought.
patience is a requirement when you are building these types of systems because you have to let the data speak for itself. i started learning to code live on youtube because i wanted to show the raw process of iterating toward success.
it is not about being the smartest person in the room but about being the one who builds the best systems to do the work for them. i currently have five open claws running on separate machines but my goal is to scale that to five hundred in the near future.
imagine having five hundred agents working for you twenty four seven looking for the biggest edges in the market. that is the power of being a developer in an era where ai can do the heavy lifting of writing the actual lines of code.
i used to get stuck on the technical side of things but now i use ais to bridge the gap between my ideas and execution. you have to be willing to step on the gas harder than anyone else if you want to see these types of results.
the stream observer is a massive pivot for my workflow because it catches the gold that usually falls through the cracks. when i am in the flow state i come up with fire ideas but i usually forget them as soon as i move to the next task.
now my ai agents are recording those ideas and turning them into actionable dashboards for my open claw fleet. i am assigning home run tasks to every single machine i own so that no opportunity is left on the table.
the goal is to move entirely away from small alerts and focus on building systems that can run autonomously forever. most traders are happy with a few percent a month but i am looking for the moves that change the entire game.
it is about building an empire on the blockchain road and using every tool available to stay ahead of the competition. i do not believe in playing fair when it comes to technology because the market certainly does not play fair with you.
if you are still hand trading and hoping for the best you are basically just gambling with your life and your time. i chose to automate my trading because i wanted my time[...]
The Simons Blueprint: Using OpenClaw to Automate "Home Run" Research 24/7
most traders are spending their lives staring at charts for small gains while i just figured out how to have a fleet of autonomous agents hunt for million dollar home runs while i talk. i used to be the one losing sleep over liquidations and over trading but i realized that manual trading is a rigged game for anyone without a system.
if you want to stop getting liquidated you have to understand that code is the great equalizer in this entire financial industry. i spent hundreds of thousands on developers in the past thinking i couldn't code myself until i realized that waiting for others to build your vision is a slow death.
now i have six different ais running at all times but that is just the baseline for what i am actually building here. i have deployed an ai powered stream observer that literally listens to everything i say and do throughout the day.
every fifteen minutes this agent reads the full transcript of my work and thinks one hundred times bigger than any human mind can. it is designed to ignore the small tasks and focus entirely on massive home run opportunities that an autonomous fleet can execute.
while everyone else is debating whether to use ubuntu or windows i am having my agents look for sixty million dollar opportunities. it is a game of scale and speed that most people cannot even wrap their heads around yet.
most people think you need elaborate equations to win at this but the reality is much simpler once you have the right infrastructure. jim simons built a thirty one billion dollar empire using machine learning and testing things that were predictive over long periods of time.
i am following that exact blueprint by finding things that might be predictive and testing them against historical price data. if the idea works it gets added to the system and if it does not it gets thrown out without a second thought.
patience is a requirement when you are building these types of systems because you have to let the data speak for itself. i started learning to code live on youtube because i wanted to show the raw process of iterating toward success.
it is not about being the smartest person in the room but about being the one who builds the best systems to do the work for them. i currently have five open claws running on separate machines but my goal is to scale that to five hundred in the near future.
imagine having five hundred agents working for you twenty four seven looking for the biggest edges in the market. that is the power of being a developer in an era where ai can do the heavy lifting of writing the actual lines of code.
i used to get stuck on the technical side of things but now i use ais to bridge the gap between my ideas and execution. you have to be willing to step on the gas harder than anyone else if you want to see these types of results.
the stream observer is a massive pivot for my workflow because it catches the gold that usually falls through the cracks. when i am in the flow state i come up with fire ideas but i usually forget them as soon as i move to the next task.
now my ai agents are recording those ideas and turning them into actionable dashboards for my open claw fleet. i am assigning home run tasks to every single machine i own so that no opportunity is left on the table.
the goal is to move entirely away from small alerts and focus on building systems that can run autonomously forever. most traders are happy with a few percent a month but i am looking for the moves that change the entire game.
it is about building an empire on the blockchain road and using every tool available to stay ahead of the competition. i do not believe in playing fair when it comes to technology because the market certainly does not play fair with you.
if you are still hand trading and hoping for the best you are basically just gambling with your life and your time. i chose to automate my trading because i wanted my time[...]