Brady Long
RT @thisguyknowsai: 🚨BREAKING: Google just dropped another hit!

It's called PaperBanana and it generates publication-ready academic illustrations from just your methodology text.

No Figma. No manual design. No illustration skills needed.

Here's how it works:

A team of AI agents runs behind the scenes
→ One finds good diagram examples
→ One plans the structure
→ One styles the layout
→ One generates the image
→ One critiques and improves it

Here's the wildest part:

Random reference examples work nearly as well as perfectly matched ones. What matters is showing the model what good diagrams look like, not finding the topically perfect reference.

In blind evaluations, humans preferred PaperBanana outputs 75% of the time.

This is the recursion we've been waiting for AI systems that can fully document themselves visually.

Waitlist’s open, Link in the first comment.
tweet

Michael Fritzell (Asian Century Stocks)
RT @souzaj99: Had some exchanges with IAMX China Board and been doing some historical digging on $IMAX and $1970.HK $1970 IMAX China... @MikeFritzell @ragingbullcap
The table below summarises dividends, profits and PRC cash movements over time. https://t.co/Oc1dToJYne

Since the failed 2023 take-private attempt, IMAX China $1970.HK has delivered higher margins, higher EBITDA, and a larger share of $IMAX group profits.

It now represents 40%+ of group EBITDA, its cash flow is booming, yet trades at ~4× EBITDA.
@ragingbullcap @MikeFritzell https://t.co/xx0Mr8Cqw6 - JSouza
tweet

Dimitry Nakhla | Babylon Capital®
Below is a comparison of 20 stocks & their lowest weekly RSI over the past 10 years versus their current RSI:

Stock | Lowest RSI (10Y) | Current RSI

1. $CRWD 31 | 34
2. $FICO 27 | 34
3. $SPGI 30 | 33
4. $AXON 30 | 31
5. $BMI 28 | 31
6. $QCOM 34 | 30
7. $RACE 30 | 30
8. $CRM 29 | 31
9. $MSFT 29 | 29
10. $ORCL 29 | 29
11. $ADSK 28 | 29
12. $ADBE 28 | 28
13. $VEEV 27 | 27
14. $INTU 26 | 26
15. $NFLX 15 | 26
16. $NOW 21 | 21
17. $CSU 20 | 20
18. $VRSK 19 | 19
19. $TYL 17 | 17
20. $ROP 14 | 14
___

*RSI (Relative Strength Index) measures how overbought or oversold a stock is based on recent price momentum.

**Photo below is the $IGV Software ETF
tweet

Michael Fritzell (Asian Century Stocks)
RT @nothingbutjp: SONY $6758.T - the most mis-priced Japanese large cap trading at 13x ev/ebit, while painting record OP and authorizing additional buybacks in Q3. Profit growth driven by higher-quality IP, semi concerns overblown. Near-term non-cash optics on Sony FG spin-off caused sell-off. https://t.co/QWMfmzlkCr
tweet

Jukan
>> "Wavering" in DDR4 Memory Prices at Shenzhen Huaqiangbei Electronics Market

- Recent reports indicate that DDR4 memory prices have begun to soften slightly or enter an adjustment phase at Huaqiangbei (华强北), China's largest electronics wholesale and retail market.

- According to industry sources and market data, DDR4 8GB and 16GB products—which had previously surged in price—are now showing signs of correction from their elevated levels. Some vendors reported that 8GB product prices have dropped by several tens of yuan from their previous highs, while 16GB products are also undergoing price adjustments at certain spot-sale outlets. However, this correction is being interpreted not as a broad "crash," but rather as limited price flexibility within the higher price range.

- Industry analysts attribute these movements largely to inventory turnover and cash flow needs ahead of the Lunar New Year holiday. An increasing number of distributors are offloading existing inventory at lower prices to improve cash circulation, resulting in modest pullbacks from peak levels. That said, many caution that it would be premature to view this as a definitive downtrend, noting that the structural supply shortage underpinning DDR4 memory price increases remains intact.
tweet

The Transcript
Blue Owl only sees pristine credit metrics in tech even as markets flash warnings:

"“Tech lending has worked, continues to work...We don’t have red flags. In point of fact, we don’t have yellow flags. We actually have largely green flags."

$OWL https://t.co/sHtqAPpuEp
tweet

Michael Fritzell (Asian Century Stocks)
Fascinating how much Singapore interest rates have come down... back to normal https://t.co/xwDeGzsS1s
tweet

God of Prompt
RT @alex_prompter: OpenClaw broke the internet

But you DON'T need to setup any servers to use it

Here's the easiest way to run OpenClaw on a website

No Mac Minis required https://t.co/6xspOtHaxT
tweet

God of Prompt
RT @godofprompt: Claude Opus 4.6 is a monster.

I just used it for:

- automating marketing tasks
- building full websites and apps
- writing viral X threads, LinkedIn posts, and YouTube scripts

And it did all this in minutes.

Here are 10 prompts you can steal to unlock its full potential: https://t.co/bpXZy0CfyK
tweet

Illiquid
The party for industrials continues. $iesc https://t.co/y3i4B1ZaZh

$etn and $hubb leading indicators for $iesc. - Illiquid
tweet