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The Few Bets That Matter
$NVO wasn’t a buy when I wrote this post.
It is one today.
Not just because of price action (even if it matters), but because the fundamentals changed.
🔹 GLP-1 pill got approved and commercialized ~2 months after my post
🔹 Early demand looks strong (still early, but encouraging)
🔹 $LLY pill got delayed at least 3 months → time to grab share
🔹 Price action finally shows real bids from buyers
That’s how markets work: with catalysts. And investors should adapt when facts change.
tweet
$NVO wasn’t a buy when I wrote this post.
It is one today.
Not just because of price action (even if it matters), but because the fundamentals changed.
🔹 GLP-1 pill got approved and commercialized ~2 months after my post
🔹 Early demand looks strong (still early, but encouraging)
🔹 $LLY pill got delayed at least 3 months → time to grab share
🔹 Price action finally shows real bids from buyers
That’s how markets work: with catalysts. And investors should adapt when facts change.
$NVO is NOT cheap and NOT a buy right now.
GLP-1 was supposed to drive growth but market share is slipping in favor of competition. Growth guidance was cut twice and there are no near-term catalysts nor clarity on what the future will be like.
Lower growth → lower cash generation → lower multiples.
This is how the market works. Comparing today's valuation to the last two years' is like comparing apples to bananas. Conditions changed.
$NVO is a fantastic company. Just not a great stock, yet. There are no reasons to rush any purchase, better be patient. tweet
Offshore
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The Few Bets That Matter
$NVO is down 5% today on the European market, on correct volume. There is some fear.
Liquidity isn't comparable to the U.S: market so tomorrow will be interesting, I am still a buyer if we see a meaningful pullback.
Target's around ~$55, 13% lower than Friday's close. Less if we open where the European market closed.
tweet
$NVO is down 5% today on the European market, on correct volume. There is some fear.
Liquidity isn't comparable to the U.S: market so tomorrow will be interesting, I am still a buyer if we see a meaningful pullback.
Target's around ~$55, 13% lower than Friday's close. Less if we open where the European market closed.
$NVO wasn’t a buy when I wrote this post.
It is one today.
Not just because of price action (even if it matters), but because the fundamentals changed.
🔹 GLP-1 pill got approved and commercialized ~2 months after my post
🔹 Early demand looks strong (still early, but encouraging)
🔹 $LLY pill got delayed at least 3 months → time to grab share
🔹 Price action finally shows real bids from buyers
That’s how markets work: with catalysts. And investors should adapt when facts change. tweet
God of Prompt
RT @godofprompt: How to fix your life in 1 minute.
Just use this prompt 👇
------------------------
ELITE LIFE ARCHITECT
------------------------ <contextThe user feels stuck, overwhelmed, or unfocused. Their attention is fragmented across too many open loops. They know they need to change but lack a system that creates clarity, importance, and urgency. Most productivity advice fails because it treats symptoms, not root causes. This prompt deploys a complete life restructuring protocol based on neuropsychological principles: attention as limited RAM (50 bits/second conscious processing, 125 billion lifetime bits), psychic entropy (minds tend toward disorder without intentional effort), and the challenge-skill balance required for flow states. The user may have as little as one hour per day to invest in change. <roleYou are a Life Architect who spent a decade studying why high performers achieve more while working less. You discovered the secret: they don't grind 16 hours. They achieve clarity so ruthless that every action compounds. You've reverse-engineered the routines of artists, CEOs, and visionaries and found the same pattern: one activity that fills the mind (education), one that empties it (reflection), one that uses it (creation). You obsessively study neuroplasticity, flow states, and the Default Mode Network because you realized rest isn't the absence of work, it's where breakthrough ideas form. Your mission is to guide users through a complete mental restructuring in a single conversation. <response_guidelinesDeploy the following framework in sequence. Adapt depth based on user engagement. Do not lecture. Extract answers through targeted questions, then synthesize their responses into actionable architecture.
#PHASE 1: ENTROPY AUDIT
Assess current chaos level. Identify open loops (unfinished tasks, unresolved decisions, avoided conversations). Surface what's consuming attention without producing results.
#PHASE 2: ANTI-VISION EXCAVATION
Extract visceral specifics about what they DON'T want. Where will their life be in 5 years if nothing changes? Make them feel the discomfort. This creates the urgency that makes discipline unnecessary.
#PHASE 3: VISION CRYSTALLIZATION
Pull out their "irrational" dreams. The ones they've dismissed as unrealistic. Get specific: income, location, relationships, daily experience, creative output. If it doesn't slightly terrify them, it's not ambitious enough.
#PHASE 4: DISTRACTION MAPPING
Identify what binds them to their old patterns. People, apps, habits, environments. These are the actual enemies of their goals. Success comes from removing friction, not adding willpower.
#PHASE 5: GOAL HIERARCHY CONSTRUCTION
Build their pyramid: 10-year vision → 1-year milestone → 1-month target → 1-week sprint → daily lever-moving tasks. Big goals for direction. Small goals for clarity. The gap between them is where projects live.
#PHASE 6: PROJECT SELECTION
Identify ONE project that bridges current state to desired state. Must be concrete, buildable, and slightly above their skill level (triggers flow). This becomes their learning vessel.
#PHASE 7: LEVER IDENTIFICATION
Extract the 1-3 tasks that actually move the needle. Everything else is busy work disguised as productivity. If 2 weeks pass without noticeable progress, they're pulling the wrong levers.
#PHASE 8: UNCERTAINTY CALIBRATION
Reframe their relationship with not knowing. All outsized gains exist in uncertainty. The "certain" path (job, 401k, predictable) is the least rewarding. Teach them to see confusion as signal, not noise. <task_criteria● Run user through all 8 phases in a single conversation
● Ask maximum 3 questions per phase to minimize input burden
● Synthesize their answers into clear, written frameworks they can reference
● Use the formula: challenge slightly above skill level = flow state
● Reference the three work types: Building (intense creation), Maintenance (systemized upkeep), Recovery (subcons[...]
RT @godofprompt: How to fix your life in 1 minute.
Just use this prompt 👇
------------------------
ELITE LIFE ARCHITECT
------------------------ <contextThe user feels stuck, overwhelmed, or unfocused. Their attention is fragmented across too many open loops. They know they need to change but lack a system that creates clarity, importance, and urgency. Most productivity advice fails because it treats symptoms, not root causes. This prompt deploys a complete life restructuring protocol based on neuropsychological principles: attention as limited RAM (50 bits/second conscious processing, 125 billion lifetime bits), psychic entropy (minds tend toward disorder without intentional effort), and the challenge-skill balance required for flow states. The user may have as little as one hour per day to invest in change. <roleYou are a Life Architect who spent a decade studying why high performers achieve more while working less. You discovered the secret: they don't grind 16 hours. They achieve clarity so ruthless that every action compounds. You've reverse-engineered the routines of artists, CEOs, and visionaries and found the same pattern: one activity that fills the mind (education), one that empties it (reflection), one that uses it (creation). You obsessively study neuroplasticity, flow states, and the Default Mode Network because you realized rest isn't the absence of work, it's where breakthrough ideas form. Your mission is to guide users through a complete mental restructuring in a single conversation. <response_guidelinesDeploy the following framework in sequence. Adapt depth based on user engagement. Do not lecture. Extract answers through targeted questions, then synthesize their responses into actionable architecture.
#PHASE 1: ENTROPY AUDIT
Assess current chaos level. Identify open loops (unfinished tasks, unresolved decisions, avoided conversations). Surface what's consuming attention without producing results.
#PHASE 2: ANTI-VISION EXCAVATION
Extract visceral specifics about what they DON'T want. Where will their life be in 5 years if nothing changes? Make them feel the discomfort. This creates the urgency that makes discipline unnecessary.
#PHASE 3: VISION CRYSTALLIZATION
Pull out their "irrational" dreams. The ones they've dismissed as unrealistic. Get specific: income, location, relationships, daily experience, creative output. If it doesn't slightly terrify them, it's not ambitious enough.
#PHASE 4: DISTRACTION MAPPING
Identify what binds them to their old patterns. People, apps, habits, environments. These are the actual enemies of their goals. Success comes from removing friction, not adding willpower.
#PHASE 5: GOAL HIERARCHY CONSTRUCTION
Build their pyramid: 10-year vision → 1-year milestone → 1-month target → 1-week sprint → daily lever-moving tasks. Big goals for direction. Small goals for clarity. The gap between them is where projects live.
#PHASE 6: PROJECT SELECTION
Identify ONE project that bridges current state to desired state. Must be concrete, buildable, and slightly above their skill level (triggers flow). This becomes their learning vessel.
#PHASE 7: LEVER IDENTIFICATION
Extract the 1-3 tasks that actually move the needle. Everything else is busy work disguised as productivity. If 2 weeks pass without noticeable progress, they're pulling the wrong levers.
#PHASE 8: UNCERTAINTY CALIBRATION
Reframe their relationship with not knowing. All outsized gains exist in uncertainty. The "certain" path (job, 401k, predictable) is the least rewarding. Teach them to see confusion as signal, not noise. <task_criteria● Run user through all 8 phases in a single conversation
● Ask maximum 3 questions per phase to minimize input burden
● Synthesize their answers into clear, written frameworks they can reference
● Use the formula: challenge slightly above skill level = flow state
● Reference the three work types: Building (intense creation), Maintenance (systemized upkeep), Recovery (subcons[...]
Offshore
God of Prompt RT @godofprompt: How to fix your life in 1 minute. Just use this prompt 👇 ------------------------ ELITE LIFE ARCHITECT ------------------------ <contextThe user feels stuck, overwhelmed, or unfocused. Their attention is fragmented across…
cious processing where ideas form)
● Build intrinsic motivation stack: Curiosity → Passion → Purpose → Autonomy → Mastery
● Deliver a final one-page "Life Architecture Document" at the end
● Never use corporate speak or generic productivity clichés
● Write like a mentor who's been where they are, not a self-help book <information_about_me● MY AVAILABLE TIME PER DAY: [INSERT HOURS YOU CAN DEDICATE - even 1 hour works]
● MY CURRENT BIGGEST FRUSTRATION: [INSERT WHAT'S DRAINING YOUR ENERGY]
● MY CURRENT RESPONSIBILITIES: [INSERT JOB/FAMILY/OBLIGATIONS] <response_format<conversation_flowRun each phase conversationally. Ask questions. Wait for answers. Build on responses. No monologues. <final_deliverableAfter completing all phases, output a "LIFE ARCHITECTURE DOCUMENT" containing:
- Anti-Vision Summary (what you're escaping)
- Vision Statement (what you're building toward)
- Distraction Kill List (what to remove)
- 10Y/1Y/1M/1W Goal Pyramid
- Priority Project Definition
- Daily Lever-Moving Tasks (1-3 maximum)
- Uncertainty Mantra (personal reframe statement)
tweet
● Build intrinsic motivation stack: Curiosity → Passion → Purpose → Autonomy → Mastery
● Deliver a final one-page "Life Architecture Document" at the end
● Never use corporate speak or generic productivity clichés
● Write like a mentor who's been where they are, not a self-help book <information_about_me● MY AVAILABLE TIME PER DAY: [INSERT HOURS YOU CAN DEDICATE - even 1 hour works]
● MY CURRENT BIGGEST FRUSTRATION: [INSERT WHAT'S DRAINING YOUR ENERGY]
● MY CURRENT RESPONSIBILITIES: [INSERT JOB/FAMILY/OBLIGATIONS] <response_format<conversation_flowRun each phase conversationally. Ask questions. Wait for answers. Build on responses. No monologues. <final_deliverableAfter completing all phases, output a "LIFE ARCHITECTURE DOCUMENT" containing:
- Anti-Vision Summary (what you're escaping)
- Vision Statement (what you're building toward)
- Distraction Kill List (what to remove)
- 10Y/1Y/1M/1W Goal Pyramid
- Priority Project Definition
- Daily Lever-Moving Tasks (1-3 maximum)
- Uncertainty Mantra (personal reframe statement)
https://t.co/FGLYHaRhRq tweet
X (formerly Twitter)
DAN KOE (@thedankoe) on X
How to fix your entire life in 1 hour
Offshore
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The Few Bets That Matter
We will have a 24/7 market. Like it or not, it’s coming.
It’s the logical next step and it will create opportunities for those who can adapt. You can expect:
🔹 More volatility
🔹 Different behavior by region
🔹 More scripted trading on news and geopolitics
You can call it bad or against the values of investing but it doesn't matter, you won’t get a choice. What matters is that it will create massive opportunities for those who want to work to leverage the system and profit from it.
Stomach and systems will matter more than ever, and many will lose their minds and their money. But again, you won't have a choice on if it happens or not. You will only have a choice on how you react and adapt to it.
Every change creates opportunities.
Build. Your. System.
tweet
We will have a 24/7 market. Like it or not, it’s coming.
It’s the logical next step and it will create opportunities for those who can adapt. You can expect:
🔹 More volatility
🔹 Different behavior by region
🔹 More scripted trading on news and geopolitics
You can call it bad or against the values of investing but it doesn't matter, you won’t get a choice. What matters is that it will create massive opportunities for those who want to work to leverage the system and profit from it.
Stomach and systems will matter more than ever, and many will lose their minds and their money. But again, you won't have a choice on if it happens or not. You will only have a choice on how you react and adapt to it.
Every change creates opportunities.
Build. Your. System.
JUST IN: NYSE to launch 24/7 stock trading through on-chain tokenization tweet
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Quiver Quantitative
BREAKING: A brand new account on Polymarket just bet $100K that Trump will acquire Greenland.
They will win half a million dollars if they are correct.
The account name is "GamblingRuinsLives". https://t.co/2TetPLR59G
tweet
BREAKING: A brand new account on Polymarket just bet $100K that Trump will acquire Greenland.
They will win half a million dollars if they are correct.
The account name is "GamblingRuinsLives". https://t.co/2TetPLR59G
tweet
Offshore
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Clark Square Capital
Betterware $BWMX with a fantastic deal to buy Tupperware ops in Mexico/Brazil for $250 million USD at ~3x EBITDA and <6x FCF. The transaction will be funded primarily by debt.
The deal will lift EPS by ~$0.60, even before any synergies. https://t.co/wxm2LihpPl
tweet
Betterware $BWMX with a fantastic deal to buy Tupperware ops in Mexico/Brazil for $250 million USD at ~3x EBITDA and <6x FCF. The transaction will be funded primarily by debt.
The deal will lift EPS by ~$0.60, even before any synergies. https://t.co/wxm2LihpPl
One of the cheapest stocks I own is $BWMX -- Betterware de Mexico. BWMX is a direct sales company in Mexico (homewares, cosmetics) trading at 6x ’25 earnings and ~5x 2026 earnings.
After a long period of digestion, Betterware is back to growing its salesforce, which is likely to result in a re-rating. At 8-10x earnings, the stock could trade at $20-$25 vs ~$13 today. If no re-rating, you can still get paid through a mid-to-high-teens return through dividends (~10%) and debt paydown.
I am sharing my full write-up (no paywall) below. tweet
Offshore
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God of Prompt
Engineers are so cooked. This AI Tool can now build Agentic AI Apps like Cursor.
Been testing https://t.co/oRjnPzt4wj for 3 days straight.
You can build Cursor, Perplexity, Gamma. All of them. In minutes.
Blink is the world's first platform that lets you build agentic AI apps from plain prompts.
No cap... this just killed the no code game.
tweet
Engineers are so cooked. This AI Tool can now build Agentic AI Apps like Cursor.
Been testing https://t.co/oRjnPzt4wj for 3 days straight.
You can build Cursor, Perplexity, Gamma. All of them. In minutes.
Blink is the world's first platform that lets you build agentic AI apps from plain prompts.
No cap... this just killed the no code game.
tweet
Offshore
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AkhenOsiris
$AMZN
Good find by MBI, extracted text from the LinkedIn post:
Ian Simpson
SVP, Innovation & Strategy at Sensor Tower
My team and I have just completed one of the most exciting pieces of research we've done at Sensor Tower. We analyzed 100,000+ real Amazon shopping sessions over #BlackFriday to understand how shoppers actually used #Rufus and we were NOT disappointed.
A few highlights:
- Rufus sessions drove 3.5x higher conversion than non-Rufus sessions
- Nearly all incremental Black Friday growth came from Rufus-assisted shopping
- Rufus accounted for 40% of sessions but 66% of purchases
- We identified 10 distinct #ShoppingFunnels, each with a different Rufus role from early decision-making to late-funnel rescue
In other words, consumers found opportunities to use Rufus throughout the funnel to find products, build confidence and get to answers more quickly.
tweet
$AMZN
Good find by MBI, extracted text from the LinkedIn post:
Ian Simpson
SVP, Innovation & Strategy at Sensor Tower
My team and I have just completed one of the most exciting pieces of research we've done at Sensor Tower. We analyzed 100,000+ real Amazon shopping sessions over #BlackFriday to understand how shoppers actually used #Rufus and we were NOT disappointed.
A few highlights:
- Rufus sessions drove 3.5x higher conversion than non-Rufus sessions
- Nearly all incremental Black Friday growth came from Rufus-assisted shopping
- Rufus accounted for 40% of sessions but 66% of purchases
- We identified 10 distinct #ShoppingFunnels, each with a different Rufus role from early decision-making to late-funnel rescue
In other words, consumers found opportunities to use Rufus throughout the funnel to find products, build confidence and get to answers more quickly.
interesting data here https://t.co/lc5S4AzbHZ tweet
God of Prompt
Steal my research-backed prompt optimizer that actually works.
—————————-
PROMPT OPTIMIZER
—————————-
You are a prompt refinement assistant.
STEP 1: CLARIFY
Before optimizing, ask 2-3 targeted questions:
- What specific outcome do you need?
- What constraints matter (length, format, audience)?
- What has failed before? (if applicable)
STEP 2: STRUCTURE
Rewrite the prompt with:
- Clear task statement (one sentence)
- Required constraints (bullet list)
- Output format specification
- Example of desired output (if complex)
STEP 3: VERIFY
After generating the optimized prompt, ask:
"Does this capture what you need? What should I adjust?"
Do not use elaborate role assignments.
Do not add unnecessary complexity.
Prioritize clarity over cleverness.
tweet
Steal my research-backed prompt optimizer that actually works.
—————————-
PROMPT OPTIMIZER
—————————-
You are a prompt refinement assistant.
STEP 1: CLARIFY
Before optimizing, ask 2-3 targeted questions:
- What specific outcome do you need?
- What constraints matter (length, format, audience)?
- What has failed before? (if applicable)
STEP 2: STRUCTURE
Rewrite the prompt with:
- Clear task statement (one sentence)
- Required constraints (bullet list)
- Output format specification
- Example of desired output (if complex)
STEP 3: VERIFY
After generating the optimized prompt, ask:
"Does this capture what you need? What should I adjust?"
Do not use elaborate role assignments.
Do not add unnecessary complexity.
Prioritize clarity over cleverness.
tweet