The Transcript
$META CFO: "We are also starting to see functions outside of engineering, such as product managers and 10 designers be able to engage in more of the technical work because of coding tools. So looking ahead this year, we’re going to integrate these coding tools more deeply into our developer environment."
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$META CFO: "We are also starting to see functions outside of engineering, such as product managers and 10 designers be able to engage in more of the technical work because of coding tools. So looking ahead this year, we’re going to integrate these coding tools more deeply into our developer environment."
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Offshore
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Javier Blas
US natural gas down 25% today, heading to its largest one-day loss in 29 years. The beauty of the U.S. shale revolution.
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US natural gas down 25% today, heading to its largest one-day loss in 29 years. The beauty of the U.S. shale revolution.
CHART OF THE DAY: US benchmark natural gas prices have fallen back to pre-cold blast levels, hovering just above $3.5 per mBtu.
(The expiring Feb 2026 contract, then the front-month, rose above $7.5 per mBtu less than a week ago. The current front-month contract is March 2026) https://t.co/BDTHeQi0IU tweet
The Few Bets That Matter
The 2026 contrarian trade.
Selling tech - $NBIS $PATH $ALAB $GOOG $ASML
Selling risk - $BTC $ETH $MSFT $PLTR
Buying defensives - $NVO $NTR $DAR
Buying international - $BABA $MELI
And still outperforming?
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The 2026 contrarian trade.
Selling tech - $NBIS $PATH $ALAB $GOOG $ASML
Selling risk - $BTC $ETH $MSFT $PLTR
Buying defensives - $NVO $NTR $DAR
Buying international - $BABA $MELI
And still outperforming?
https://t.co/TVqbdhKTn4 tweet
X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
Selling Risks, Buying Defensives - The Contratian Trade
Offshore
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Brady Long
RT @bigaiguy: I knew Lovart was legit when my sister told me she uses it.
Shipping insanely fast and also integrating insanely fast.
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RT @bigaiguy: I knew Lovart was legit when my sister told me she uses it.
Shipping insanely fast and also integrating insanely fast.
Meet Lovart Skills. ✨
Packaged design instructions that take you from idea to professional visual outcomes.
Choose what you want to create, and the agent runs full workflows automatically.
Like + reply + follow – 15 lucky winners get 500 credits each! https://t.co/cpO1wqABG9 tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
$FICO is trading at its highest forward FCF yield (3.31%) since 2023, while consensus still implies ~23% FCF CAGR from 2026E–2028E.
That combination — doesn’t show up often for businesses with $FICO moat, pricing power, and predictability. https://t.co/qU5NkoGEHA
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$FICO is trading at its highest forward FCF yield (3.31%) since 2023, while consensus still implies ~23% FCF CAGR from 2026E–2028E.
That combination — doesn’t show up often for businesses with $FICO moat, pricing power, and predictability. https://t.co/qU5NkoGEHA
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God of Prompt
RT @FutureStacked: Here is a list of the best 26 accounts to follow in AI:
@karpathy = LLMs king
@steipete = built openclaw
@AIHighlight = daily tools & prompts
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@AIFrontliner = business impact & launches
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@AriaWestcott = productivity tips
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@TheAIColony = strategy & storytelling
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@Shawnife = founder insight & consulting
@emollick = AI science king
@Hesamation = AI/ML king
@FutureStacked = tech & robotics
Follow them all and learn.
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RT @FutureStacked: Here is a list of the best 26 accounts to follow in AI:
@karpathy = LLMs king
@steipete = built openclaw
@AIHighlight = daily tools & prompts
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@AIFrontliner = business impact & launches
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@AriaWestcott = productivity tips
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@TheAIColony = strategy & storytelling
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@Shawnife = founder insight & consulting
@emollick = AI science king
@Hesamation = AI/ML king
@FutureStacked = tech & robotics
Follow them all and learn.
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Offshore
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God of Prompt
RT @godofprompt: The best prompt I ever wrote was telling the AI what NOT to do.
After 2 years using ChatGPT, Claude, and Gemini professionally, I've learned:
Constraints > Instructions
Here are 8 "anti-prompts" that tripled my output quality: https://t.co/VxmQ13erun
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RT @godofprompt: The best prompt I ever wrote was telling the AI what NOT to do.
After 2 years using ChatGPT, Claude, and Gemini professionally, I've learned:
Constraints > Instructions
Here are 8 "anti-prompts" that tripled my output quality: https://t.co/VxmQ13erun
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Offshore
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God of Prompt
RT @rryssf_: This AI prompt thinks like the guy who manages $124 billion.
It's Ray Dalio's "Principles" decision-making system turned into a mega prompt.
I used it to evaluate 15 startup ideas. Killed 13. The 2 survivors became my best work.
Here's the prompt you can steal ↓ https://t.co/Y29bdY84u2
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RT @rryssf_: This AI prompt thinks like the guy who manages $124 billion.
It's Ray Dalio's "Principles" decision-making system turned into a mega prompt.
I used it to evaluate 15 startup ideas. Killed 13. The 2 survivors became my best work.
Here's the prompt you can steal ↓ https://t.co/Y29bdY84u2
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