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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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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Fiscal.ai
Ozempic Revenue declined YoY for the first time ever.

$NVO: -18.2% https://t.co/XHNGKJAbtr
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Chips & SaaS
RT @JC_ParetsX: https://t.co/lEMjAgT7dg
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Benjamin Hernandez😎
$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 Liu’s survival strategy and global Nasdaq presence. https://t.co/MF7Tyd785w
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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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Chips & SaaS
RT @wallstengine: JPMorgan on Software:

“We are now in an environment where the sector isn’t just guilty until proven innocent but is now being sentenced before trial.”
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Dimitry Nakhla | Babylon Capital®
Dev Kantesaria on AI risk as it relates to $FICO $SPGI & $MCO

Dev frames these businesses not as pure “prediction engines,” but as fill collectors embedded inside the financial systems:

“As it relates to displacement of things like $FICO scores, $MCO ratings, and $SPGI ratings — they’re toll collectors in these industries… 𝙄 𝙙𝙤𝙣’𝙩 𝙨𝙚𝙚 𝙖𝙣𝙮 𝙙𝙞𝙨𝙥𝙡𝙖𝙘𝙚𝙢𝙚𝙣𝙩 simply because there’s an AI model that can calculate the credit decision five percentage points better. 𝙄𝙩’𝙨 𝙣𝙤𝙩 𝙟𝙪𝙨𝙩 𝙖𝙗𝙤𝙪𝙩 𝙩𝙝𝙚 𝙥𝙧𝙚𝙙𝙞𝙘𝙩𝙞𝙤𝙣𝙨 — 𝙩𝙝𝙚𝙧𝙚’𝙨 𝙖 𝙣𝙚𝙩𝙬𝙤𝙧𝙠 𝙚𝙛𝙛𝙚𝙘𝙩 𝙖𝙣𝙙 𝙖 𝙫𝙖𝙡𝙪𝙚 𝙩𝙤 𝙩𝙝𝙤𝙨𝙚 𝙧𝙖𝙩𝙞𝙣𝙜𝙨 𝙩𝙝𝙖𝙩 𝙜𝙤𝙚𝙨 𝙛𝙖𝙧 𝙗𝙚𝙮𝙤𝙣𝙙 𝙩𝙝𝙖𝙩.”
___

These platforms benefit from:

• Deep network effects
• Regulatory & institutional embedment
• Industry standardization
• Decades of historical continuity

A bank doesn’t use $FICO simply because it’s the best mathematical model.

It uses $FICO because it’s the common language of credit — across underwriting, portfolio monitoring, M&A, and securitization.

Likewise, debt markets don’t 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 “better” rating for free, issuers would still face higher borrowing costs 𝘪𝘧 the market doesn’t 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.

(Déjà vu of 20th century commodity policymaking -- anyone old enough to remember the International Tin Council?)
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Quiver Quantitative
UPDATE: Here are the top candidates for President in 2028, per Polymarket odds.

🔴 JD Vance: 26% (-5% last month)
🔵 Gavin Newsom: 20% (+2%)
🔴 Marco Rubio: 8% (+1%)
🔵 AOC: 6% (-2%)
🟣 Someone else: 40% (+4%)
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God of Prompt
RT @godofprompt: AI benchmarks are lying to you.

Models are scoring 95%+ on tests because the test questions were IN their training data.

Scale AI published proof in May 2024.

We have no idea how smart these models actually are.

Here's the contamination problem nobody's fixing: https://t.co/uPOW7YQyNX
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