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God of Prompt
RT @godofprompt: ChatGPT's custom instructions feature is insanely powerful.

But 99% of people write garbage instructions.

I tested 200+ custom instruction sets.

These 5 patterns increased output quality by 3.4x: https://t.co/xVEOxr2Gm8
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The Transcript
This is all you need for a complete coverage of the Q4 25 earnings season

Link: https://t.co/pgEoID6dIq https://t.co/Qp9DRPf2p4
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The Few Bets That Matter
On the bright side, $PYPL is even cheaper now.

Buybacks & all. https://t.co/4V4J0aCRrr
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Javier Blas
RT @ira_joseph: Finally a new deal out of Qatar, as Japan looks to replace older deals set to expire. The 3 MTPA deal replaces a smaller 0.7 MTPA deal with JERA that is expiring in 2028. JERA has 3.8 MTPA of contracts expiring by 2030; Japan has 20 MTPA expiring overall by then. @ColumbiaUEnergy

QatarEnergy signs 27-year LNG supply agreement with Japan's Jera https://t.co/cGlHBMhT0I
- LNG Global
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Michael Fritzell (Asian Century Stocks)
RT @irbezek: @moneyandmore72 Imagine being able to invest in small-caps anywhere around the globe and one of your top 10 ideas is Rollins, a pest control at 55x earnings for 10% annualized growth.
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Wasteland Capital
All the large cap picks are #1 in their sectorโ€ฆ yet another year.

$MU #1 Semiconductor stock YTD
$GOOG #1 Mag 7 YTD
$BABA #1 China Tech large cap YTD

Statistically, this is in the realm of the impossible. I am personally amazed.

Pure Alpha, beyond human comprehension. https://t.co/yJGBaygV18

The large caps now at +211%, up from +160% three weeks ago. Big bumps from both $MU (+53% YTD and now +413% total), and $BABA (+19% YTD), while $GOOG is #2 Mag 7 YTD.

This type of returns on mega caps in a bit over a year (with the S&P500 +17-18%) seems like pretty solid Alpha. https://t.co/oYnQeuQ6a9
- Wasteland Capital
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Offshore
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God of Prompt
RT @godofprompt: ChatGPT's custom instructions feature is insanely powerful.

But 99% of people write garbage instructions.

I tested 200+ custom instruction sets.

These 5 patterns increased output quality by 3.4x: https://t.co/xVEOxr2Gm8
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Fiscal.ai
Pepsi has now reported 14 consecutive quarters of volume declines.

Meanwhile, they continue to grow prices.

How long can this continue?

$PEP https://t.co/OXcg4rmR2B
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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: 25 Quality Stocks With Estimated EPS CAGR โ‰ฅ15% Over the Next 2 Years ๐Ÿ’ต

1. $INTU 15%
2. $BKNG 16%
3. $GE 16%
4. $MSFT 16%
5. $AMZN 17%
6. $MA 17%
7. $KLAC 18%
8. $HWM 19%
9. $TXN 19%
10. $CSU 20%
11. $NOW 20%
12. $NFLX 22%
13. $ANET 24%
14. $APH 24%
15. $AXON 24%
16. $TSM 29%
17. $LRCX 30%
18. $FICO 33%
19. $ALAB 35%
20. $PLTR 35%
21. $FTAI 42%
22. $MELI 44%
23. $NVDA 45%
24. $AMD 61%
25. $GEV 74%
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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: One of those sentiment indicators worth keeping an eye on.

Rising new listings typically reflect growing enthusiasm from both companies and investors โ€” and historically, surges often appear when markets are getting warm, sometimes signaling pockets of elevated speculation rather than purely fundamentals-driven demand.

Martin Zweig put it well in ๐˜ž๐˜ช๐˜ฏ๐˜ฏ๐˜ช๐˜ฏ๐˜จ ๐˜ฐ๐˜ฏ ๐˜ž๐˜ข๐˜ญ๐˜ญ ๐˜š๐˜ต๐˜ณ๐˜ฆ๐˜ฆ๐˜ต:

โ€œWhen the public becomes enthusiastic, itโ€™s usually time to be cautious. When the public is despondent, itโ€™s usually time to be aggressive.โ€

Not a timing tool on its own โ€” but a signal worth layering into your thinking.

The IPO market is opening back up.

Nasdaq has had 731 new listings over the last 12 months.

Beginning to approach 2021 levels.

$NDAQ https://t.co/4T6bdkYKjc
- Fiscal.ai
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