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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Dimitry Nakhla | Babylon Capital®
RT @QualityInvest5: Sorry mom gonna have to call you back, Dimitry just dropped another post on $FICO

One of the more interesting things about $FICO is that, as long-term shareholders, a lower short-term stock price can be beneficial in the long-run.

How?

Because $FICO is a cannibal.

Shares outstanding down ~22% over the last 10 years.

In the last 12 months alone, $FICO spent ~$1.54B on buybacks.

That reduced share count by roughly 0.16M shares (160K).

Now let’s look at why price matters:

Assume $FICO allocates another $1.54B to repurchases.
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𝐒𝐜𝐞𝐧𝐚𝐫𝐢𝐨 𝐀:

Market cap = $31.65B

$1.54B / $31.65B ≈ 4.86% of the company → 𝟓.𝟏𝟏% 𝐛𝐨𝐨𝐬𝐭 𝐭𝐨 𝐄𝐏𝐒

𝐒𝐜𝐞𝐧𝐚𝐫𝐢𝐨 𝐁:

Market cap = ~$47.47B

$1.54B / $47.47B ≈ 3.24% of the company → 𝟑.𝟑𝟒% 𝐛𝐨𝐨𝐬𝐭 𝐭𝐨 𝐄𝐏𝐒
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Same dollars. Different outcome.

𝘛𝘩𝘦 𝘭𝘰𝘸𝘦𝘳 𝘵𝘩𝘦 𝘱𝘳𝘪𝘤𝘦, 𝘵𝘩𝘦 𝘮𝘰𝘳𝘦 𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱 𝘦𝘢𝘤𝘩 𝘳𝘦𝘱𝘶𝘳𝘤𝘩𝘢𝘴𝘦 𝘥𝘰𝘭𝘭𝘢𝘳 𝘳𝘦𝘵𝘪𝘳𝘦𝘴 — 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘮𝘰𝘳𝘦 𝘧𝘶𝘵𝘶𝘳𝘦 𝘦𝘢𝘳𝘯𝘪𝘯𝘨𝘴 𝘱𝘰𝘸𝘦𝘳 𝘢𝘤𝘤𝘳𝘶𝘦𝘴 𝘵𝘰 𝘳𝘦𝘮𝘢𝘪𝘯𝘪𝘯𝘨 𝘴𝘩𝘢𝘳𝘦𝘩𝘰𝘭𝘥𝘦𝘳𝘴.

𝙏𝙝𝙞𝙨 𝙞𝙨 𝙬𝙝𝙮 𝙛𝙤𝙧 𝙝𝙞𝙜𝙝-𝙦𝙪𝙖𝙡𝙞𝙩𝙮 𝙘𝙖𝙣𝙣𝙞𝙗𝙖𝙡𝙨, 𝙥𝙚𝙧𝙞𝙤𝙙𝙨 𝙤𝙛 𝙥𝙧𝙞𝙘𝙚 𝙬𝙚𝙖𝙠𝙣𝙚𝙨𝙨 𝙦𝙪𝙞𝙚𝙩𝙡𝙮 𝙚𝙣𝙝𝙖𝙣𝙘𝙚 𝙡𝙤𝙣𝙜-𝙩𝙚𝙧𝙢 𝙘𝙤𝙢𝙥𝙤𝙪𝙣𝙙𝙞𝙣𝙜.

𝘉𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘥𝘰𝘯’𝘵 𝘫𝘶𝘴𝘵 𝘳𝘦𝘵𝘶𝘳𝘯 𝘤𝘢𝘱𝘪𝘵𝘢𝘭. 𝘛𝘩𝘦𝘺 𝘳𝘦𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘦 𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱 𝘵𝘰𝘸𝘢𝘳𝘥 𝘱𝘢𝘵𝘪𝘦𝘯𝘵 𝘴𝘩𝘢𝘳𝘦𝘩𝘰𝘭𝘥𝘦𝘳𝘴 — 𝘮𝘰𝘴𝘵 𝘦𝘧𝘧𝘦𝘤𝘵𝘪𝘷𝘦𝘭𝘺 𝘸𝘩𝘦𝘯 𝘱𝘳𝘪𝘤𝘦𝘴 𝘢𝘳𝘦 𝘥𝘦𝘱𝘳𝘦𝘴𝘴𝘦𝘥. - Dimitry Nakhla | Babylon Capital®
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Michael Fritzell (Asian Century Stocks)
RT @nitinkinvest: $6952.T (Casio) continues to show powerful global inflection. Seeing G-SHOCK in particular show up on multiple "Top 10" lists across major tracking channels.

The stock recently hit a 4-year high on the back of a significant Q3 '26 earnings beat and a newly announced ¥5 billion share buyback.

Amazon search trends for January are up a whopping 44% for G-SHOCK and 47% for the Casio brand (overall). Management is successfully pivoting toward high-margin metal models, I believe we are in the very early innings of a major re-rating story.

Casio 6952.T posted really good numbers, as we expected, and is finally returning to growth. China, which has been a drag for a while, is also returning to growth. The topline here has been stagnant for years, and I believe we are in the very early stages of a material inflection for this business. - Nitin Gupta
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God of Prompt
RT @alex_prompter: Add this to your claude's preferences and thank me later https://t.co/3DHUrmnVRY
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God of Prompt
RT @godofprompt: I collected every NotebookLM prompt that went viral on Reddit, X, and research communities.

These turned a "cool AI toy" into a research weapon that does 10 hours of work in 20 seconds.

16 copy-paste prompts. Zero fluff.

Steal them all 👇 https://t.co/xRiTcsUnHi
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Jukan
This is an interview article in which a former SK hynix vice president explains well why Chinese DRAM cannot be adopted by U.S. hyperscalers, and why CXMT cannot advance beyond the 1b node. Please give it a read. https://t.co/SMKS7aAyOm
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Moon Dev
clawbot is my quant

i turned clawbot into my quant today

she can actually backtest for me from telegram

thats a big unlock

here is the ticket for tomorrow + the replay of today: https://t.co/JbJdIbW2p9

see you tomorrow

moon
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Jukan
Just in: Samsung and SK hynix are likely to post NAND margin rates of 40–50% in 1H26 (ZDNet Korea).
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Jukan
Samsung and SK to Hit Record NAND Margins: "Unprecedented in a Decade"

Samsung Electronics and SK Hynix are set to aggressively hike NAND flash prices through the first half of this year. Consequently, NAND margin rates for both companies are highly likely to reach the 40–50% range. The industry anticipates that NAND products will achieve their highest profitability in nearly ten years, a level not seen since the memory super-cycle of 2017.

According to industry sources on the 4th, the NAND margin rates for Samsung and SK Hynix in the first half of this year are projected to approach the 40–50% mark.

As of the fourth quarter of last year, NAND margins for both companies were estimated to have climbed into the 20% range. Specifically, SK Hynix, which maintains a higher proportion of Quad-Level Cell (QLC) technology, demonstrated stronger profitability compared to Samsung Electronics. QLC, which stores 4 bits of data per cell (the minimum storage unit of memory), is being actively adopted in enterprise SSDs due to its advantages in high-capacity implementation.

With global Big Tech firms aggressively expanding investments in AI infrastructure, the demand for enterprise SSDs is surging. Notably, Nvidia is increasingly placing orders not only for QLC but also for Triple-Level Cell (TLC; 3 bits per cell) products.

Samsung Electronics and SK Hynix plan to significantly raise NAND prices in the first half of this year, centering on high-value-added products. Market research firm TrendForce analyzed that the Average Selling Price (ASP) of NAND increased by 33–38% in the fourth quarter of last year and is expected to see an even sharper rise of 55–60% in the first quarter of this year.

Accordingly, it is highly probable that NAND margins for both companies will reach 40–50% in the first half of the year. The industry regards this as an unprecedented level of profitability, even when compared to past memory super-cycles.

"NAND margin rates hitting the 40–50% range is a phenomenon unseen since 2017, when the memory super-cycle and 3D NAND growth were in full swing," said a semiconductor industry official. "Achieving even a 30% margin is considered very difficult; seeing profitability soar this much in such a short period is truly remarkable."

Another official added, "The outlook for NAND prices to rise in a stepwise fashion through the first and second quarters is already a certainty. The conservative approach to NAND facility investment previously taken by memory suppliers is now resulting in a severe supply shortage."
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