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Fiscal.ai
RT @QualityInvest5: @fiscal_ai JUST RELEASED METRIC TEMPLATES AND I'M ALREADY IN LOVE

THIS WILL SAVE SOOO MUCH TIME https://t.co/mQAxLcXz9B
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Moon Dev
99% of claude trading bots you see on x are slop

built by someone who isn't even a quant

im chasing Jim Simons, the $31 billion man

this is how to actually use claude to build a trading bot

i built 3 in this short video

not keeping this up long so you may wanna bm it https://t.co/KiFt0SaxJg
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Offshore
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The Few Bets That Matter
The Cost of Chasing x100 Stocks (And Why We Shouldn't)
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The Few Bets That Matter
A clear, repeatable system will always outperform the hunt for unicorns in a world full of cows.

Over the last decade, only $NVDA returned 10,000%+

Over the last year, more than 500 stocks returned 100%+. Growth & defensives - $ASTS $PLTR $BABA $BMNR $NBIS $MU $B $GCT $GLDG & more...

Investing is putting the probabilities on your side.

https://t.co/oVEpN1nzX9
- The Few Bets That Matter
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @satyanadella: Our newest AI accelerator Maia 200 is now online in Azure.

Designed for industry-leading inference efficiency, it delivers 30% better performance per dollar than current systems.

And with 10+ PFLOPS FP4 throughput, ~5 PFLOPS FP8, and 216GB HBM3e with 7TB/s of memory bandwidth it's optimized for large-scale AI workloads.

It joins our broader portfolio of CPUs, GPUs, and custom accelerators, giving customers more options to run advanced AI workloads faster and more cost-effectively on Azure.
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Clark Square Capital
If you want the spicy EM version, SK Telecom (US: $SKM) -- a Korean telco provider -- invested $100 million into Anthropic's series C back in 2023.

Analysts estimate SKM's stake at 0.7% (likely diluted down a bit now) -- which would be worth >$2B https://t.co/UrihIRys9P

$ZM is the best Anthropic play

Zoom likely made a $51m investment in Anthropic Series C in 2023 at ~$4.1bn valuation. Sequoia in at $350bn. 85X?

Even diluted, Zoom may have a multi-billion dollar Anthropic position. Stock down 80% since ‘21. AI winner. wen Anthropic IPO? https://t.co/0X2ZzzrlYv
- JabroniCoin.USD
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Offshore
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Dimitry Nakhla | Babylon Capital®
$MSFT continues to invest in custom silicon alongside CPUs & GPUs to improve performance per dollar & inference efficiency inside Azure.

This kind of scale-driven infrastructure investment is difficult to replicate & reinforces Azure’s long-term competitive positioning. https://t.co/LnOsPQ07Xv

Our newest AI accelerator Maia 200 is now online in Azure.

Designed for industry-leading inference efficiency, it delivers 30% better performance per dollar than current systems.

And with 10+ PFLOPS FP4 throughput, ~5 PFLOPS FP8, and 216GB HBM3e with 7TB/s of memory bandwidth it's optimized for large-scale AI workloads.

It joins our broader portfolio of CPUs, GPUs, and custom accelerators, giving customers more options to run advanced AI workloads faster and more cost-effectively on Azure.
- Satya Nadella
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Quiver Quantitative
JUST IN: A new account on Polymarket just bet $6,000 that the Fed will INCREASE interest rates at the next meeting.

Seems nearly impossible that this will happen.

But if it does, they will win $5,600,000. https://t.co/z3orHDG1wb
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