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God of Prompt
RT @prompt_copilot: Your AI finally has a memory.

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Same you. Any AI.

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The Few Bets That Matter
$BABA is pumping today on talk of a potential IPO of its AI hardware unit.

Think of it like a $GOOG IPO of its TPU business. Thatโ€™s the scale weโ€™re talking about - not the capacities.

$BABA plans to commercialize its ASICs not just as a rental product, but also to sell them directly for on-prem use by companies.

With $NVDA export curbs and ongoing tensions, this could easily become the go-to AI hardware stack in China. Even Jensen has talked about a rapidly growing ~$50B market.

From a price action standpoint, $BABA has been a gift. Same pattern printed three times. One of the easiest stocks to buy, hold and accumulate over the past two years.

Looking forward to more of this.

You donโ€™t want to miss it, because the breakout will come. And we'll need the convictions to buy in size when it happens. Because it will.

$BABA has been frustrating for many lately.

But there is nothing wrong in consolidation. We're below the trendline, a pattern which has been repeated twice perfectly during 2025.

Iโ€™ll share a refreshed bull thesis on China and Alibaba in a few days.

You donโ€™t want to miss it, because the breakout will come. And we'll need the convictions to buy in size when it happens. Because it will.

Patience.
- The Few Bets That Matter
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Wasteland Capital
Truflation now at 1.20%.

Meanwhile Q4 GDP tracking at +5.4% (GDPNow), highest since the 2021 post-COVID rebound.

And the S&P500 close to ATH.

How did 95% of economists, journalists and Wall Street macro strategist get it so f**king wrong in April? What happens in their brains?

US Inflation has further dropped to 1.20% today.

Main drivers of this latest in a series of disinflationary coolings were:

- Food - mostly Eggs
- Household durables - particularly housekeeping supplies
- Alcohol & tobacco - mostly alcoholic beverages

Our number is derived by aggregating millions of real-time price data points every day to calculate a year-over-year CPI % rate. It is comparable but not identical to the survey-based official headline inflation released monthly by the BLS, which was 2.7% for December.
- Truflation
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The Few Bets That Matter
$PATH reacting perfectly on its weekly 50.

Exactly what investors wanted to know. I said this was where bulls had to buy. It's too early to draw conclusions but bulls did step up today.

I certainly did my part. https://t.co/wVZXWCT3vf

$PATH lost what looked like a strong support.

But the real perfect support lies at the weekly 50 around $14, just like it did during the previous leg up.

Patients won. https://t.co/apRPBeqrbe
- The Few Bets That Matter
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Moon Dev
24 hours

in 24 hours this program closes and you will never be able to join it again

i show you step by step how to automate your trading and i give you all of my code

you get a community inside discord, direct help, and i even pay for your ai

you also get every course i have ever released

this closes in 24 hours

join here https://t.co/nCYxRkV79w

moon dev
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God of Prompt
RT @prompt_copilot: Your AI finally has a memory.

โ†’ Prompt enhancement
โ†’ Autocomplete
โ†’ Context profiles

Same you. Any AI.

Try it out ๐Ÿ‘‰ https://t.co/TKMMCzVWj1 https://t.co/GMoyDegr59
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Dimitry Nakhla | Babylon Capitalยฎ
Intuitive Surgical Q4 2025 Earnings Report

โœ… REV: $2.87B (+19%)
โœ… EPS: $2.53 (+14%)

๐Ÿค– โ€œThe Company placed 532 da Vinci surgical systems, compared with 493 in the fourth quarter of 2024โ€ฆ The Company grew its da Vinci surgical system installed based to 11,106 systems.โ€

$ISRG https://t.co/CxhOn9vmJo
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Offshore
Video
God of Prompt
RT @prompt_copilot: Your AI finally has a memory.

โ†’ Prompt enhancement
โ†’ Autocomplete
โ†’ Context profiles

Same you. Any AI.

Try it out ๐Ÿ‘‰ https://t.co/TKMMCzVWj1 https://t.co/GMoyDegr59
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