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Fiscal.ai
Uber just crossed 200 million monthly active platform consumers.
Up 18% YoY
$UBER https://t.co/Hh4Tv4Hf7T
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Uber just crossed 200 million monthly active platform consumers.
Up 18% YoY
$UBER https://t.co/Hh4Tv4Hf7T
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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: Feels like we may be approaching capitulation across a number of quality SaaS names after todayโs climactic selling โ this kind of price action that often coincides with forced de-risking, exhaustion, & indiscriminate selling rather than a change in long-term business quality.
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RT @DimitryNakhla: Feels like we may be approaching capitulation across a number of quality SaaS names after todayโs climactic selling โ this kind of price action that often coincides with forced de-risking, exhaustion, & indiscriminate selling rather than a change in long-term business quality.
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @irbezek: Nice to see people are so focused on AI destroying other industries that liquor stocks are finally a defensive safe haven trade again. $BF $DEO https://t.co/tZfk0hluLO
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RT @irbezek: Nice to see people are so focused on AI destroying other industries that liquor stocks are finally a defensive safe haven trade again. $BF $DEO https://t.co/tZfk0hluLO
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Quiver Quantitative
BREAKING: Representative Cleo Fields just filed new stock trades.
He bought more stock in $IREN, worth up to $100K.
Full trade list up on Quiver. https://t.co/uTsGqzi5Ts
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BREAKING: Representative Cleo Fields just filed new stock trades.
He bought more stock in $IREN, worth up to $100K.
Full trade list up on Quiver. https://t.co/uTsGqzi5Ts
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Offshore
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Fiscal.ai
Ozempic Revenue declined YoY for the first time ever.
$NVO: -18.2% https://t.co/XHNGKJAbtr
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Ozempic Revenue declined YoY for the first time ever.
$NVO: -18.2% https://t.co/XHNGKJAbtr
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Offshore
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Benjamin Hernandez๐
$ELPW Speculation Pick
Grab $ELPW ~$1.84
$ELPW is the "underdog" bet in the battery space. Recent reverse split has cleaned up the chart.
One-line why: High-conviction play on CEO Xiaodan Liuโs survival strategy and global Nasdaq presence. https://t.co/MF7Tyd785w
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$ELPW Speculation Pick
Grab $ELPW ~$1.84
$ELPW is the "underdog" bet in the battery space. Recent reverse split has cleaned up the chart.
One-line why: High-conviction play on CEO Xiaodan Liuโs survival strategy and global Nasdaq presence. https://t.co/MF7Tyd785w
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Offshore
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God of Prompt
RT @godofprompt: Steal this mega prompt to generate realistic selfies for your Instagram AI influencer:
(The realism is scary good)
---
You are a photorealistic AI selfie prompt generator.
Your job: Take the user's basic description and turn it into a hyper-realistic image prompt that creates selfies indistinguishable from real photos.
REALISM RULES:
- Add natural imperfections (skin texture, flyaway hairs, slight asymmetry)
- Specify iPhone camera specs for authenticity
- Include environmental context and natural lighting
- Avoid "perfect" - realistic beats beautiful
- Always mention: visible pores, natural shadows, candid moment
- Critical: realistic hands with 5 fingers in natural positions
OUTPUT FORMAT:
When user tells you what selfie they want, respond with:
---
Copy this into: [Midjourney/FLUX/Stable Diffusion]
PROMPT STRUCTURE YOU CREATE:
Raw iPhone [model] photo, [shot type] of [character details: age, ethnicity, specific features], [hair with imperfections], [natural expression], [casual clothing], [activity/pose], [specific location], [natural lighting + time of day], candid moment, unfiltered, authentic Instagram aesthetic, f/1.8, shallow depth of field, slight grain
Physical details: visible skin texture and pores, natural under-eye area, flyaway hairs, subtle facial asymmetry, realistic hands (5 fingers, natural pose), [environment details]
Negative prompt: CGI, 3D render, perfect skin, plastic, beauty filter, symmetrical, studio lighting, fake, artificial, dead eyes, model pose, photoshoot
EXAMPLE INTERACTION:
User: "24 year old latina girl, gym selfie, mirror pic"
You respond:
"Here's your photorealistic prompt:"
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RT @godofprompt: Steal this mega prompt to generate realistic selfies for your Instagram AI influencer:
(The realism is scary good)
---
You are a photorealistic AI selfie prompt generator.
Your job: Take the user's basic description and turn it into a hyper-realistic image prompt that creates selfies indistinguishable from real photos.
REALISM RULES:
- Add natural imperfections (skin texture, flyaway hairs, slight asymmetry)
- Specify iPhone camera specs for authenticity
- Include environmental context and natural lighting
- Avoid "perfect" - realistic beats beautiful
- Always mention: visible pores, natural shadows, candid moment
- Critical: realistic hands with 5 fingers in natural positions
OUTPUT FORMAT:
When user tells you what selfie they want, respond with:
---
Copy this into: [Midjourney/FLUX/Stable Diffusion]
PROMPT STRUCTURE YOU CREATE:
Raw iPhone [model] photo, [shot type] of [character details: age, ethnicity, specific features], [hair with imperfections], [natural expression], [casual clothing], [activity/pose], [specific location], [natural lighting + time of day], candid moment, unfiltered, authentic Instagram aesthetic, f/1.8, shallow depth of field, slight grain
Physical details: visible skin texture and pores, natural under-eye area, flyaway hairs, subtle facial asymmetry, realistic hands (5 fingers, natural pose), [environment details]
Negative prompt: CGI, 3D render, perfect skin, plastic, beauty filter, symmetrical, studio lighting, fake, artificial, dead eyes, model pose, photoshoot
EXAMPLE INTERACTION:
User: "24 year old latina girl, gym selfie, mirror pic"
You respond:
"Here's your photorealistic prompt:"
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Chips & SaaS
RT @wallstengine: JPMorgan on Software:
โWe are now in an environment where the sector isnโt just guilty until proven innocent but is now being sentenced before trial.โ
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RT @wallstengine: JPMorgan on Software:
โWe are now in an environment where the sector isnโt just guilty until proven innocent but is now being sentenced before trial.โ
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Offshore
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Dimitry Nakhla | Babylon Capitalยฎ
Dev Kantesaria on AI risk as it relates to $FICO $SPGI & $MCO
Dev frames these businesses not as pure โprediction engines,โ but as fill collectors embedded inside the financial systems:
โAs it relates to displacement of things like $FICO scores, $MCO ratings, and $SPGI ratings โ theyโre toll collectors in these industriesโฆ ๐ ๐๐ค๐ฃโ๐ฉ ๐จ๐๐ ๐๐ฃ๐ฎ ๐๐๐จ๐ฅ๐ก๐๐๐๐ข๐๐ฃ๐ฉ simply because thereโs an AI model that can calculate the credit decision five percentage points better. ๐๐ฉโ๐จ ๐ฃ๐ค๐ฉ ๐๐ช๐จ๐ฉ ๐๐๐ค๐ช๐ฉ ๐ฉ๐๐ ๐ฅ๐ง๐๐๐๐๐ฉ๐๐ค๐ฃ๐จ โ ๐ฉ๐๐๐ง๐โ๐จ ๐ ๐ฃ๐๐ฉ๐ฌ๐ค๐ง๐ ๐๐๐๐๐๐ฉ ๐๐ฃ๐ ๐ ๐ซ๐๐ก๐ช๐ ๐ฉ๐ค ๐ฉ๐๐ค๐จ๐ ๐ง๐๐ฉ๐๐ฃ๐๐จ ๐ฉ๐๐๐ฉ ๐๐ค๐๐จ ๐๐๐ง ๐๐๐ฎ๐ค๐ฃ๐ ๐ฉ๐๐๐ฉ.โ
___
These platforms benefit from:
โข Deep network effects
โข Regulatory & institutional embedment
โข Industry standardization
โข Decades of historical continuity
A bank doesnโt use $FICO simply because itโs the best mathematical model.
It uses $FICO because itโs the common language of credit โ across underwriting, portfolio monitoring, M&A, and securitization.
Likewise, debt markets donโt rely on $SPGI or $MCO solely for accuracy.
They rely on them because their ratings are recognized, trusted, and priced into capital markets globally.
Dev makes an important point:
Even if someone offered a โbetterโ rating for free, issuers would still face higher borrowing costs ๐ช๐ง the market doesnโt recognize that rating as equivalent.
___
Video: Grants Interest Rate Observer | Growth and Profitability (11/20/2024)
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Dev Kantesaria on AI risk as it relates to $FICO $SPGI & $MCO
Dev frames these businesses not as pure โprediction engines,โ but as fill collectors embedded inside the financial systems:
โAs it relates to displacement of things like $FICO scores, $MCO ratings, and $SPGI ratings โ theyโre toll collectors in these industriesโฆ ๐ ๐๐ค๐ฃโ๐ฉ ๐จ๐๐ ๐๐ฃ๐ฎ ๐๐๐จ๐ฅ๐ก๐๐๐๐ข๐๐ฃ๐ฉ simply because thereโs an AI model that can calculate the credit decision five percentage points better. ๐๐ฉโ๐จ ๐ฃ๐ค๐ฉ ๐๐ช๐จ๐ฉ ๐๐๐ค๐ช๐ฉ ๐ฉ๐๐ ๐ฅ๐ง๐๐๐๐๐ฉ๐๐ค๐ฃ๐จ โ ๐ฉ๐๐๐ง๐โ๐จ ๐ ๐ฃ๐๐ฉ๐ฌ๐ค๐ง๐ ๐๐๐๐๐๐ฉ ๐๐ฃ๐ ๐ ๐ซ๐๐ก๐ช๐ ๐ฉ๐ค ๐ฉ๐๐ค๐จ๐ ๐ง๐๐ฉ๐๐ฃ๐๐จ ๐ฉ๐๐๐ฉ ๐๐ค๐๐จ ๐๐๐ง ๐๐๐ฎ๐ค๐ฃ๐ ๐ฉ๐๐๐ฉ.โ
___
These platforms benefit from:
โข Deep network effects
โข Regulatory & institutional embedment
โข Industry standardization
โข Decades of historical continuity
A bank doesnโt use $FICO simply because itโs the best mathematical model.
It uses $FICO because itโs the common language of credit โ across underwriting, portfolio monitoring, M&A, and securitization.
Likewise, debt markets donโt rely on $SPGI or $MCO solely for accuracy.
They rely on them because their ratings are recognized, trusted, and priced into capital markets globally.
Dev makes an important point:
Even if someone offered a โbetterโ rating for free, issuers would still face higher borrowing costs ๐ช๐ง the market doesnโt recognize that rating as equivalent.
___
Video: Grants Interest Rate Observer | Growth and Profitability (11/20/2024)
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Javier Blas
The Trump administration wants to create a critical minerals trading bloc that will use tariffs to maintain price floors and defend against Chinese cheaper supply.
(Dรฉjร vu of 20th century commodity policymaking -- anyone old enough to remember the International Tin Council?)
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The Trump administration wants to create a critical minerals trading bloc that will use tariffs to maintain price floors and defend against Chinese cheaper supply.
(Dรฉjร vu of 20th century commodity policymaking -- anyone old enough to remember the International Tin Council?)
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