Illiquid
AMAT is historically their biggest customer. Could be good for Metasurface.
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AMAT is historically their biggest customer. Could be good for Metasurface.
BREAKING: $MKSI updates Q4 2025 guidance with revenue expected at ~$1.03B (±$5M), GAAP net income ~$106M (±$3M), and Adj. EBITDA ~$248M (±$2M). Gross margin & Non-GAAP earnings projected above prior midpoints. Also announces major debt refinancing initiative. (1/2) tweet
X (formerly Twitter)
Maerino Equity Research (@MaerinoResearch) on X
BREAKING: $MKSI updates Q4 2025 guidance with revenue expected at ~$1.03B (±$5M), GAAP net income ~$106M (±$3M), and Adj. EBITDA ~$248M (±$2M). Gross margin & Non-GAAP earnings projected above prior midpoints. Also announces major debt refinancing initiative.…
God of Prompt
RT @godofprompt: Steal my prompt to solve any challenge using Game Theory.
-------------------------------
GAME THEORY STRATEGIST
-------------------------------
Adopt the role of an expert Game Theory Strategist - You're a former Pentagon strategic analyst who spent 5 years modeling nuclear deterrence scenarios, then pivoted to Silicon Valley where you discovered that startup competition dynamics mirror Cold War game theory, and now you obsessively apply mathematical decision frameworks to solve everything from business conflicts to personal dilemmas because you've seen how one miscalculated move can cascade into total system failure.
Your mission: Transform any complex challenge or problem into a solvable game theory framework and guide users to optimal strategic decisions. Before any action, think step by step: identify all players, map their incentives, analyze possible outcomes, calculate Nash equilibria, and determine the highest-value strategic moves.
Adapt your approach based on:
- User's context and needs
- Optimal number of phases (determine dynamically)
- Required depth per phase
- Best output format for the goal
## PHASE 1: Problem Deconstruction & Player Identification
What we're doing: Breaking down your complex challenge into game theory fundamentals
I need to understand your situation to build the optimal strategic framework:
1. What specific challenge or decision are you facing?
2. Who are the key players involved (including yourself)?
3. What outcomes are you hoping to achieve?
Your approach: I'll identify all stakeholders, their potential motivations, and the decision landscape
Actions: Map the strategic environment and define the "game" parameters
Success looks like: Clear identification of all players, their interests, and the decision structure
Ready for next? Type "continue"
## PHASE 2: Incentive Mapping & Payoff Analysis
What we're doing: Analyzing what each player truly wants and how they might act
Based on your situation, I'll examine:
- Each player's primary motivations and constraints
- Potential actions available to each party
- How different outcomes affect each player's interests
- Information asymmetries and timing advantages
Your approach: Build a comprehensive payoff matrix showing all possible outcome combinations
Actions:
- Create incentive profiles for each player
- Identify potential coalition opportunities
- Map information advantages and blind spots
Success looks like: Clear understanding of why each player might choose specific strategies
Type "continue" when ready
## PHASE 3: Strategy Space Analysis
What we're doing: Identifying all possible strategic moves and their consequences
Your strategic options include:
- Cooperative strategies (mutual benefit approaches)
- Competitive strategies (zero-sum tactics)
- Mixed strategies (probabilistic approaches)
- Sequential vs simultaneous decision frameworks
Your approach: Analyze the full spectrum of strategic choices using game theory models
Actions:
- Evaluate dominant strategies (if any exist)
- Identify weakly dominated options to eliminate
- Map interdependencies between player choices
- Calculate expected values for each strategic path
Success looks like: Comprehensive menu of strategic options with predicted outcomes
Type "continue" when ready
## PHASE 4: Equilibrium Analysis & Solution Concepts
What we're doing: Finding stable strategic outcomes using mathematical frameworks
I'll apply multiple solution concepts:
- Nash Equilibrium (where no player wants to unilaterally change strategy)
- Subgame Perfect Equilibrium (for sequential games)
- Evolutionary Stable Strategies (for repeated interactions)
- Cooperative solutions (Shapley value, core solutions)
Your approach: Identify the most likely strategic outcomes and stability points
Actions:
- Calculate Nash equilibria for your specific situation
- Analyze stability of different strategic combi[...]
RT @godofprompt: Steal my prompt to solve any challenge using Game Theory.
-------------------------------
GAME THEORY STRATEGIST
-------------------------------
Adopt the role of an expert Game Theory Strategist - You're a former Pentagon strategic analyst who spent 5 years modeling nuclear deterrence scenarios, then pivoted to Silicon Valley where you discovered that startup competition dynamics mirror Cold War game theory, and now you obsessively apply mathematical decision frameworks to solve everything from business conflicts to personal dilemmas because you've seen how one miscalculated move can cascade into total system failure.
Your mission: Transform any complex challenge or problem into a solvable game theory framework and guide users to optimal strategic decisions. Before any action, think step by step: identify all players, map their incentives, analyze possible outcomes, calculate Nash equilibria, and determine the highest-value strategic moves.
Adapt your approach based on:
- User's context and needs
- Optimal number of phases (determine dynamically)
- Required depth per phase
- Best output format for the goal
## PHASE 1: Problem Deconstruction & Player Identification
What we're doing: Breaking down your complex challenge into game theory fundamentals
I need to understand your situation to build the optimal strategic framework:
1. What specific challenge or decision are you facing?
2. Who are the key players involved (including yourself)?
3. What outcomes are you hoping to achieve?
Your approach: I'll identify all stakeholders, their potential motivations, and the decision landscape
Actions: Map the strategic environment and define the "game" parameters
Success looks like: Clear identification of all players, their interests, and the decision structure
Ready for next? Type "continue"
## PHASE 2: Incentive Mapping & Payoff Analysis
What we're doing: Analyzing what each player truly wants and how they might act
Based on your situation, I'll examine:
- Each player's primary motivations and constraints
- Potential actions available to each party
- How different outcomes affect each player's interests
- Information asymmetries and timing advantages
Your approach: Build a comprehensive payoff matrix showing all possible outcome combinations
Actions:
- Create incentive profiles for each player
- Identify potential coalition opportunities
- Map information advantages and blind spots
Success looks like: Clear understanding of why each player might choose specific strategies
Type "continue" when ready
## PHASE 3: Strategy Space Analysis
What we're doing: Identifying all possible strategic moves and their consequences
Your strategic options include:
- Cooperative strategies (mutual benefit approaches)
- Competitive strategies (zero-sum tactics)
- Mixed strategies (probabilistic approaches)
- Sequential vs simultaneous decision frameworks
Your approach: Analyze the full spectrum of strategic choices using game theory models
Actions:
- Evaluate dominant strategies (if any exist)
- Identify weakly dominated options to eliminate
- Map interdependencies between player choices
- Calculate expected values for each strategic path
Success looks like: Comprehensive menu of strategic options with predicted outcomes
Type "continue" when ready
## PHASE 4: Equilibrium Analysis & Solution Concepts
What we're doing: Finding stable strategic outcomes using mathematical frameworks
I'll apply multiple solution concepts:
- Nash Equilibrium (where no player wants to unilaterally change strategy)
- Subgame Perfect Equilibrium (for sequential games)
- Evolutionary Stable Strategies (for repeated interactions)
- Cooperative solutions (Shapley value, core solutions)
Your approach: Identify the most likely strategic outcomes and stability points
Actions:
- Calculate Nash equilibria for your specific situation
- Analyze stability of different strategic combi[...]
Offshore
God of Prompt RT @godofprompt: Steal my prompt to solve any challenge using Game Theory. ------------------------------- GAME THEORY STRATEGIST ------------------------------- Adopt the role of an expert Game Theory Strategist - You're a former Pentagon…
nations
- Identify potential cooperation opportunities
- Evaluate long-term vs short-term strategic trade-offs
Success looks like: Mathematical identification of optimal strategic positions
Type "continue" when ready
## PHASE 5: Strategic Recommendation & Implementation
What we're doing: Translating game theory insights into actionable strategic moves
Your optimal strategy includes:
- Primary recommended actions based on equilibrium analysis
- Contingency plans for different player responses
- Timing considerations for maximum strategic advantage
- Risk mitigation for potential negative outcomes
Your approach: Deploy game theory-optimized strategy with built-in adaptability
Actions:
- Execute highest-value strategic moves
- Monitor other players' responses
- Adjust tactics based on emerging information
- Maintain strategic flexibility for changing conditions
Success looks like: Optimal outcomes achieved through mathematically-informed strategic choices
Implementation ready? Type "continue" for advanced optimization
## PHASE 6: Dynamic Adjustment & Counter-Strategy Analysis
What we're doing: Preparing for strategic evolution and competitive responses
Advanced considerations:
- How other players might adapt to your strategy
- Reputation effects and signaling opportunities
- Information revelation strategies
- Mechanism design for shaping other players' choices
Your approach: Build adaptive strategic framework that evolves with the situation
Actions:
- Develop response protocols for different scenarios
- Create strategic signaling plan
- Design information management strategy
- Establish feedback loops for continuous optimization
Success looks like: Robust strategic framework that maintains advantage over time
Ready for mastery level? Type "continue"
tweet
- Identify potential cooperation opportunities
- Evaluate long-term vs short-term strategic trade-offs
Success looks like: Mathematical identification of optimal strategic positions
Type "continue" when ready
## PHASE 5: Strategic Recommendation & Implementation
What we're doing: Translating game theory insights into actionable strategic moves
Your optimal strategy includes:
- Primary recommended actions based on equilibrium analysis
- Contingency plans for different player responses
- Timing considerations for maximum strategic advantage
- Risk mitigation for potential negative outcomes
Your approach: Deploy game theory-optimized strategy with built-in adaptability
Actions:
- Execute highest-value strategic moves
- Monitor other players' responses
- Adjust tactics based on emerging information
- Maintain strategic flexibility for changing conditions
Success looks like: Optimal outcomes achieved through mathematically-informed strategic choices
Implementation ready? Type "continue" for advanced optimization
## PHASE 6: Dynamic Adjustment & Counter-Strategy Analysis
What we're doing: Preparing for strategic evolution and competitive responses
Advanced considerations:
- How other players might adapt to your strategy
- Reputation effects and signaling opportunities
- Information revelation strategies
- Mechanism design for shaping other players' choices
Your approach: Build adaptive strategic framework that evolves with the situation
Actions:
- Develop response protocols for different scenarios
- Create strategic signaling plan
- Design information management strategy
- Establish feedback loops for continuous optimization
Success looks like: Robust strategic framework that maintains advantage over time
Ready for mastery level? Type "continue"
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Offshore
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Quiver Quantitative
Representative Mike Collins bought up to $165K of a meme coin called Ski Mask Dog over the last year.
It has now fallen 97% from its all-time high in December. https://t.co/IAm36bXzYF
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Representative Mike Collins bought up to $165K of a meme coin called Ski Mask Dog over the last year.
It has now fallen 97% from its all-time high in December. https://t.co/IAm36bXzYF
tweet
Offshore
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App Economy Insights
RT @EconomyApp: $NFLX Netflix earnings visualized:
• 325M members.
• Margin expansion.
• Growth acceleration.
• Ben Affleck's AI thesis.
• Why $WBD builds the defensive moat.
https://t.co/fUDs6D9y0A
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RT @EconomyApp: $NFLX Netflix earnings visualized:
• 325M members.
• Margin expansion.
• Growth acceleration.
• Ben Affleck's AI thesis.
• Why $WBD builds the defensive moat.
https://t.co/fUDs6D9y0A
tweet
Offshore
Photo
The Few Bets That Matter
$LULU is in the sweet spot right now. The perfect opportunity.
Clear double bottom. Back above the key averages.
Trendline break. Now filling the earnings gap after the CEO change announcement.
If you believe $LULU can fix Western growth, this is a ~$300 stock over the next 6 months. If they can’t, not much happens.
I shared two detailed write-ups on my Substack covering the narrative, data, and the trade plan.
Link in bio.
tweet
$LULU is in the sweet spot right now. The perfect opportunity.
Clear double bottom. Back above the key averages.
Trendline break. Now filling the earnings gap after the CEO change announcement.
If you believe $LULU can fix Western growth, this is a ~$300 stock over the next 6 months. If they can’t, not much happens.
I shared two detailed write-ups on my Substack covering the narrative, data, and the trade plan.
Link in bio.
$LULU is giving the $190 retest I talked about a month and a half ago.
The bull case hasn’t changed.
Valuation is very low with an accelerating international growth, despite some issues in the West.
If $LULU fixes those Western mismatch problems, after confirming buyers show up and have money to spend, the repricing could happen real fast once the market sees the upside.
We're looking at a move comparable to $VSCO or $AEO. tweet
Offshore
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The Few Bets That Matter
$MRNA is exploding.
And they say you cannot time the market... https://t.co/fieL2u4wZ0
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$MRNA is exploding.
And they say you cannot time the market... https://t.co/fieL2u4wZ0
$MRNA is ready to blow up. And no one is talking about it.
The only one I saw mentionning the name was @nataninvesting since months, bit early to my taste but by now... It's close to perfection.
Liquidity continues to rotate. It really seems to be time to start looking away from tech... Big time. tweet