Offshore
Photo
The Few Bets That Matter
I've seen comments about shorting $ASML, or calling the stock too expensive for low growth.
If that’s your take, you either don’t understand the business, or the market.
$ASML is the heart of the AI revolution, before $NVDA. No lithography means no GPUs, memory, none of it. With no competition $ASML deserves a premium for its business alone.
Guidance calls for ~4% - 19% growth in FY26. Weak to reasonable considering the AI boom, I'll give you that.
But that’s only half the story. Markets reward safe and growing cash generation.
https://t.co/dDXxvy08KM
Not only margins are expanding. But they should continue to with growing EUV proportion of sales, layoffs for more efficient operations and long term demand for their lithography hardware.
Companies that can grow cash flow predictably and return capital to shareholders deserve premium multiples.
$ASML checks every box.
🔹Massive moat (and I don't use that word lightly)
🔹Years of dominance with more ahead
🔹Healthy and regular growth in an accelerating market
🔹Margin expansion from pricing power and efficiency
That justifies its premium, and it isn't an overrated one. It was an easy buy at ~$700 and it seems to be an easy hold today, despites short term moves.
Nothing indicates a top. Maybe a small consolidation as the stock ran hot in anticipation of earnings, but those delivered.
Nothing to short here.
tweet
I've seen comments about shorting $ASML, or calling the stock too expensive for low growth.
If that’s your take, you either don’t understand the business, or the market.
$ASML is the heart of the AI revolution, before $NVDA. No lithography means no GPUs, memory, none of it. With no competition $ASML deserves a premium for its business alone.
Guidance calls for ~4% - 19% growth in FY26. Weak to reasonable considering the AI boom, I'll give you that.
But that’s only half the story. Markets reward safe and growing cash generation.
https://t.co/dDXxvy08KM
Not only margins are expanding. But they should continue to with growing EUV proportion of sales, layoffs for more efficient operations and long term demand for their lithography hardware.
Companies that can grow cash flow predictably and return capital to shareholders deserve premium multiples.
$ASML checks every box.
🔹Massive moat (and I don't use that word lightly)
🔹Years of dominance with more ahead
🔹Healthy and regular growth in an accelerating market
🔹Margin expansion from pricing power and efficiency
That justifies its premium, and it isn't an overrated one. It was an easy buy at ~$700 and it seems to be an easy hold today, despites short term moves.
Nothing indicates a top. Maybe a small consolidation as the stock ran hot in anticipation of earnings, but those delivered.
Nothing to short here.
tweet
Offshore
Photo
Hidden Value Gems
RT @HiddenValueGems: Have I seen this chart already?
$WRB is a specialist insurance still run by its founder (the largest shareholder), trading at 14x P/E.
Mitsui Sumitomo (10% holder) increased its stake recently. https://t.co/IoanaHaH2R
tweet
RT @HiddenValueGems: Have I seen this chart already?
$WRB is a specialist insurance still run by its founder (the largest shareholder), trading at 14x P/E.
Mitsui Sumitomo (10% holder) increased its stake recently. https://t.co/IoanaHaH2R
tweet
God of Prompt
MCP & AI Agents 101: full setup guide
New YT video dropped 👇
https://t.co/tpkBx73dDm
tweet
MCP & AI Agents 101: full setup guide
New YT video dropped 👇
https://t.co/tpkBx73dDm
tweet
YouTube
MCP & AI Agents 101: Full Setup Guide
Get all my n8n workflows & prompts 👉 https://godofprompt.ai/complete-ai-bundle
_______________________________
In This Video, I'll Finally Explain Why MCP and AI Agents Are Everywhere And How To Set Them Up
_______________________________
👇 Grab my FREE Resources:…
_______________________________
In This Video, I'll Finally Explain Why MCP and AI Agents Are Everywhere And How To Set Them Up
_______________________________
👇 Grab my FREE Resources:…
Moon Dev
Claude code can not automate your trading
Unless you approach it this way
It’s really the only way to use Claude to build trading bots
You may wanna bm this if you actually wanna have Claude code bots for you https://t.co/7uloPjRG2w
tweet
Claude code can not automate your trading
Unless you approach it this way
It’s really the only way to use Claude to build trading bots
You may wanna bm this if you actually wanna have Claude code bots for you https://t.co/7uloPjRG2w
tweet
Offshore
Photo
Illiquid
We can’t estimate the demand for anything anymore. Optics. $lite $cohr $6834 https://t.co/gfLiRa8lQz
tweet
We can’t estimate the demand for anything anymore. Optics. $lite $cohr $6834 https://t.co/gfLiRa8lQz
tweet
Offshore
Photo
Quiver Quantitative
JUST IN: Democrats now have an 80% chance of winning the House in 2026.
Up 2% in the last week. https://t.co/Q7JsfjzjiZ
tweet
JUST IN: Democrats now have an 80% chance of winning the House in 2026.
Up 2% in the last week. https://t.co/Q7JsfjzjiZ
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $MELI trades for a reasonable PEG 🤝
NTM P/E ~44x
2026 EPS➡️ $59.55 (+48%)
2027 EPS ➡️ $83.48 (+40%)
2028 EPS ➡️ $115.61 (+38%)
CAGR at various multiples assuming 2028 EPS of $100 (~14% below est)
36x | 18%
34x | 16%
32x | 13%
30x | 11%
28x | 8% https://t.co/aDJ7eU8npV
tweet
RT @DimitryNakhla: $MELI trades for a reasonable PEG 🤝
NTM P/E ~44x
2026 EPS➡️ $59.55 (+48%)
2027 EPS ➡️ $83.48 (+40%)
2028 EPS ➡️ $115.61 (+38%)
CAGR at various multiples assuming 2028 EPS of $100 (~14% below est)
36x | 18%
34x | 16%
32x | 13%
30x | 11%
28x | 8% https://t.co/aDJ7eU8npV
tweet
Quiver Quantitative
BREAKING: Senator Chuck Schumer has said that Democrats won't vote for DHS funding unless ICE is required to remove masks and have body cameras & ID.
Also demanding no roving patrols and a code of conduct.
Polymarket is pricing in a 70% chance of a shutdown on Saturday.
tweet
BREAKING: Senator Chuck Schumer has said that Democrats won't vote for DHS funding unless ICE is required to remove masks and have body cameras & ID.
Also demanding no roving patrols and a code of conduct.
Polymarket is pricing in a 70% chance of a shutdown on Saturday.
tweet
God of Prompt
Steal my prompt to learn any skill in 30 days.
-----------------------------
SKILL MASTERY PLANNER
-----------------------------
#CONTEXT:
You are designing a personalized 30-day learning curriculum for a time-constrained professional who needs to go from beginner to competent in a specific skill. The learner has 30-45 minutes daily. Every day must produce tangible application to their real business or project. This is not academic learning; this is skill acquisition with immediate ROI.
#ROLE:
Adopt the role of an expert learning designer who combines Ethan Mollick's AI-tutor methodology (structured guidance with active learner participation), Scott Young's Ultralearning principles (metalearning, directness, drill, retrieval, feedback), and Anders Ericsson's deliberate practice framework.
You obsessively track the gap between knowing something and actually doing it. You believe passive consumption is the enemy of competence.
#RESPONSE GUIDELINES:
Before building the plan, analyze the skill through these lenses:
METALEARNING MAP:
What are the 3-5 sub-skills that compose this skill? Which is the rate-limiting bottleneck for most beginners?
DIRECTNESS CHECK: What does "using this skill in real life" actually look like? Design backward from that.
RETRIEVAL DESIGN: How will the learner test themselves without looking at notes?
TRANSFER RISK: What do people typically learn in theory but fail to apply? Build explicit application bridges.
Structure the 30-day plan using weekly themes that build on each other:
Week 1: Foundation + First Application (build the mental model, apply immediately)
Week 2: Deliberate Drills (isolate sub-skills, attack weakest points)
Week 3: Integration + Feedback Loops (combine sub-skills, seek external input)
Week 4: Real-World Stress Test (apply under realistic conditions, iterate)
Each day must include:
TIME BLOCK: Estimated minutes for each activity (must total 30-45 min)
CONCEPT: One focused idea (no more than 2 paragraphs to read/watch)
ACTION: One specific task applied to the learner's actual business/project
RETRIEVAL CHECK: A self-test question or mini-quiz to confirm understanding
DONE SIGNAL: How the learner knows they completed today successfully
#CURRICULUM DESIGN CRITERIA:
HIGH-LEVERAGE RESOURCES ONLY:
Maximum 5 total resources for the entire month.
Prefer: one definitive book/guide, one practice tool, one community/feedback source. No "watch YouTube videos" without specific titles.
SPACED REPETITION BUILT-IN:
Concepts from Week 1 must reappear in Weeks 2-4 with increasing complexity.
MISCONCEPTION HUNTING: Identify 3 common beginner mistakes for this skill and design specific days that expose and correct them.
BLOOM'S PROGRESSION: Move from Remember → Understand → Apply → Analyze → Create across the 4 weeks.
FAILURE MODE AWARENESS: For each week, note what happens if the learner skips it and how to catch up.
NO PASSIVE DAYS: "Read Chapter 3" is not a valid daily task. "Read pages 40-45, then rewrite the key framework in your own words applied to your product" is.
#INFORMATION ABOUT ME:
- My skill to learn: [INSERT SKILL - e.g., "pricing SaaS products", "SQL for data analysis", "negotiation"]
- My background: [INSERT BACKGROUND - e.g., "senior marketer, no formal finance training"]
- My specific goal: [INSERT GOAL - e.g., "price my own product and understand the trade-offs"]
- My real project to apply this to: [INSERT PROJECT - e.g., "launching a $29/month productivity app"]
- My preferred learning style: [reading / video / exercises / mix]
#OUTPUT FORMAT:
METALEARNING BRIEF
(2-3 paragraphs analyzing the skill's structure, identifying the bottleneck sub-skill, and explaining the 4-week progression logic)
CURATED RESOURCE STACK
(Maximum 5 items with specific titles, links where possible, and why each was chosen)
IF YOU ONLY HAVE 5 DAYS
(Priority list of the 5 most essential days with rationale - these are the 20% tha[...]
Steal my prompt to learn any skill in 30 days.
-----------------------------
SKILL MASTERY PLANNER
-----------------------------
#CONTEXT:
You are designing a personalized 30-day learning curriculum for a time-constrained professional who needs to go from beginner to competent in a specific skill. The learner has 30-45 minutes daily. Every day must produce tangible application to their real business or project. This is not academic learning; this is skill acquisition with immediate ROI.
#ROLE:
Adopt the role of an expert learning designer who combines Ethan Mollick's AI-tutor methodology (structured guidance with active learner participation), Scott Young's Ultralearning principles (metalearning, directness, drill, retrieval, feedback), and Anders Ericsson's deliberate practice framework.
You obsessively track the gap between knowing something and actually doing it. You believe passive consumption is the enemy of competence.
#RESPONSE GUIDELINES:
Before building the plan, analyze the skill through these lenses:
METALEARNING MAP:
What are the 3-5 sub-skills that compose this skill? Which is the rate-limiting bottleneck for most beginners?
DIRECTNESS CHECK: What does "using this skill in real life" actually look like? Design backward from that.
RETRIEVAL DESIGN: How will the learner test themselves without looking at notes?
TRANSFER RISK: What do people typically learn in theory but fail to apply? Build explicit application bridges.
Structure the 30-day plan using weekly themes that build on each other:
Week 1: Foundation + First Application (build the mental model, apply immediately)
Week 2: Deliberate Drills (isolate sub-skills, attack weakest points)
Week 3: Integration + Feedback Loops (combine sub-skills, seek external input)
Week 4: Real-World Stress Test (apply under realistic conditions, iterate)
Each day must include:
TIME BLOCK: Estimated minutes for each activity (must total 30-45 min)
CONCEPT: One focused idea (no more than 2 paragraphs to read/watch)
ACTION: One specific task applied to the learner's actual business/project
RETRIEVAL CHECK: A self-test question or mini-quiz to confirm understanding
DONE SIGNAL: How the learner knows they completed today successfully
#CURRICULUM DESIGN CRITERIA:
HIGH-LEVERAGE RESOURCES ONLY:
Maximum 5 total resources for the entire month.
Prefer: one definitive book/guide, one practice tool, one community/feedback source. No "watch YouTube videos" without specific titles.
SPACED REPETITION BUILT-IN:
Concepts from Week 1 must reappear in Weeks 2-4 with increasing complexity.
MISCONCEPTION HUNTING: Identify 3 common beginner mistakes for this skill and design specific days that expose and correct them.
BLOOM'S PROGRESSION: Move from Remember → Understand → Apply → Analyze → Create across the 4 weeks.
FAILURE MODE AWARENESS: For each week, note what happens if the learner skips it and how to catch up.
NO PASSIVE DAYS: "Read Chapter 3" is not a valid daily task. "Read pages 40-45, then rewrite the key framework in your own words applied to your product" is.
#INFORMATION ABOUT ME:
- My skill to learn: [INSERT SKILL - e.g., "pricing SaaS products", "SQL for data analysis", "negotiation"]
- My background: [INSERT BACKGROUND - e.g., "senior marketer, no formal finance training"]
- My specific goal: [INSERT GOAL - e.g., "price my own product and understand the trade-offs"]
- My real project to apply this to: [INSERT PROJECT - e.g., "launching a $29/month productivity app"]
- My preferred learning style: [reading / video / exercises / mix]
#OUTPUT FORMAT:
METALEARNING BRIEF
(2-3 paragraphs analyzing the skill's structure, identifying the bottleneck sub-skill, and explaining the 4-week progression logic)
CURATED RESOURCE STACK
(Maximum 5 items with specific titles, links where possible, and why each was chosen)
IF YOU ONLY HAVE 5 DAYS
(Priority list of the 5 most essential days with rationale - these are the 20% tha[...]