The Transcript
$ARES CEO: AI will disrupt some software, not all.

"It is interesting to see how the markets are thinking about software companies as all being equal and not really understanding the difference between companies that could get disrupted by AI in places like digital content creation or data analytics and visualization versus like real entrenched enterprise systems."
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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
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God of Prompt
We don't have enough compute for now.

But the moment we do, life will never be the same.

Our teams have been building with a 2.5x-faster version of Claude Opus 4.6.

We’re now making it available as an early experiment via Claude Code and our API. - Claude
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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
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Dimitry Nakhla | Babylon Capital®
15 Quality Stocks That Reduced Share Count >10% Over the Last 10 Years 💵

📊Moody’s $MCO
•2015 shares: 203.40M
•LTM shares: 180.60M
•% reduction: 11%
•EPS boost: 12%

🖱️Alphabet $GOOGL $GOOG
•2015 shares: 13.86B
•LTM shares: 12.23B
•% reduction: 12%
•EPS boost: 14%

🎨Sherwin Williams $SHW
•2015 shares: 283.63M
•LTM shares: 250.40M
•% reduction: 12%
•EPS boost: 14%

🚛Old Dominion $ODFL
•2015 shares: 256.14M
•LTM shares: 211.60M
•% reduction: 17%
•EPS boost: 20%

💿KLA $KLAC
•2015 shares: 163.70M
•LTM shares: 132.65M
•% reduction: 19%
•EPS boost: 23%

💸Mastercard $MA
•2015 shares: 1.14B
•LTM shares: 0.91B
•% reduction: 20%
•EPS boost: 25%

💳Visa $V
•2015 shares: 2.44B
•LTM shares: 1.92B
•% reduction: 21%
•EPS boost: 27%

🏦Fair Isaac $FICO
•2015 shares: 32.61M
•LTM shares: 24.34M
•% reduction: 25%
•EPS boost: 33%

🖨️Lam Research $LRCX
•2015 shares: 1.77B
•LTM shares: 1.27B
•% reduction: 28%
•EPS boost: 39%

🏢NVR Inc $NVR
•2015 shares: 4.26M
•LTM shares: 3.07M
•% reduction: 28%
•EPS boost: 39%

🌐MSCI Inc $MSCI
•2015 shares: 109.93M
•LTM shares: 76.64M
•% reduction: 30%
•EPS boost: 43%

💽 Applied Materials $AMAT
•2015 shares: 1.23B
•LTM shares: 0.83B
•% reduction: 33%
•EPS boost: 50%

📱Apple $AAPL
•2015 shares: 23.17B
•LTM shares: 15.00B
•% reduction: 35%
•EPS boost: 54%

✈️ Booking Holdings $BKNG
•2015 shares: 51.59M
•LTM shares: 32.92M
•% reduction: 36%
•EPS boost: 56%

🚘 O’Reilly Auto $ORLY
•2015 shares: 1.52B
•LTM shares: 0.86B
•% reduction: 43%
•EPS boost: 75%
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*EPS BOOST means how much earnings per share increased (assuming 0 growth) solely from share buybacks💰
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𝘼 𝙨𝙝𝙖𝙧𝙚 𝙗𝙪𝙮𝙗𝙖𝙘𝙠, 𝙖𝙡𝙨𝙤 𝙠𝙣𝙤𝙬𝙣 𝙖𝙨 𝙖 𝙨𝙩𝙤𝙘𝙠 𝙧𝙚𝙥𝙪𝙧𝙘𝙝𝙖𝙨𝙚, 𝙞𝙨 𝙬𝙝𝙚𝙣 𝙖 𝙘𝙤𝙢𝙥𝙖𝙣𝙮 𝙪𝙨𝙚𝙨 𝙞𝙩𝙨 𝙤𝙬𝙣 𝙛𝙪𝙣𝙙𝙨 𝙩𝙤 𝙗𝙪𝙮 𝙗𝙖𝙘𝙠 𝙞𝙩𝙨 𝙤𝙬𝙣 𝙨𝙝𝙖𝙧𝙚𝙨.

𝘽𝙮 𝙙𝙤𝙞𝙣𝙜 𝙩𝙝𝙞𝙨, 𝙩𝙝𝙚 𝙘𝙤𝙢𝙥𝙖𝙣𝙮 𝙧𝙚𝙙𝙪𝙘𝙚𝙨 𝙩𝙝𝙚 𝙩𝙤𝙩𝙖𝙡 𝙣𝙪𝙢𝙗𝙚𝙧 𝙤𝙛 𝙤𝙪𝙩𝙨𝙩𝙖𝙣𝙙𝙞𝙣𝙜 𝙨𝙝𝙖𝙧𝙚𝙨 𝙖𝙫𝙖𝙞𝙡𝙖𝙗𝙡𝙚 𝙩𝙤 𝙩𝙝𝙚 𝙥𝙪𝙗𝙡𝙞𝙘, 𝙩𝙝𝙪𝙨 𝙞𝙣𝙘𝙧𝙚𝙖𝙨𝙞𝙣𝙜 𝙮𝙤𝙪𝙧 𝙥𝙚𝙧𝙘𝙚𝙣𝙩𝙖𝙜𝙚 𝙤𝙬𝙣𝙚𝙧𝙨𝙝𝙞𝙥 𝙤𝙛 𝙛𝙪𝙩𝙪𝙧𝙚 𝙚𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙖𝙣𝙙 𝙛𝙧𝙚𝙚-𝙘𝙖𝙨𝙝-𝙛𝙡𝙤𝙬𝙨.

𝙔𝙤𝙪 𝙘𝙖𝙣 𝙪𝙣𝙙𝙚𝙧𝙨𝙩𝙖𝙣𝙙 𝙬𝙝𝙮 𝙒𝙖𝙧𝙧𝙚𝙣 𝘽𝙪𝙛𝙛𝙚𝙩𝙩 𝙞𝙨 𝙖 𝙗𝙞𝙜 𝙛𝙖𝙣 𝙤𝙛 𝙨𝙝𝙖𝙧𝙚 𝙗𝙪𝙮𝙗𝙖𝙘𝙠𝙨.

𝙄𝙣 𝙝𝙞𝙨 2022 𝘼𝙣𝙣𝙪𝙖𝙡 𝙇𝙚𝙩𝙩𝙚𝙧, 𝘽𝙪𝙛𝙛𝙚𝙩𝙩 𝙬𝙧𝙤𝙩𝙚:

“𝙏𝙝𝙚 𝙢𝙖𝙩𝙝 𝙞𝙨𝙣’𝙩 𝙘𝙤𝙢𝙥𝙡𝙞𝙘𝙖𝙩𝙚𝙙: 𝙒𝙝𝙚𝙣 𝙩𝙝𝙚 𝙨𝙝𝙖𝙧𝙚 𝙘𝙤𝙪𝙣𝙩 𝙜𝙤𝙚𝙨 𝙙𝙤𝙬𝙣, 𝙮𝙤𝙪𝙧 𝙞𝙣𝙩𝙚𝙧𝙚𝙨𝙩 𝙞𝙣 𝙤𝙪𝙧 𝙢𝙖𝙣𝙮 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙚𝙨 𝙜𝙤𝙚𝙨 𝙪𝙥. 𝙀𝙫𝙚𝙧𝙮 𝙨𝙢𝙖𝙡𝙡 𝙗𝙞𝙩 𝙝𝙚𝙡𝙥𝙨 𝙞𝙛 𝙧𝙚𝙥𝙪𝙧𝙘𝙝𝙖𝙨𝙚𝙨 𝙖𝙧𝙚 𝙢𝙖𝙙𝙚 𝙖𝙩 𝙫𝙖𝙡𝙪𝙚-𝙖𝙘𝙘𝙧𝙚𝙩𝙞𝙫𝙚 𝙥𝙧𝙞𝙘𝙚𝙨.”
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $AMZN trading 14x forward OCF with OCF growing ~20% CAGR.

Also, $AMZN has officially entered its own bear market, down -20% from highs. https://t.co/mQ36Rlmmc3

$AMZN trades at ~$2.17T market cap.

AWS + ADS generated ~$197.36B in LTM revenue — both segments with 30%+ operating margins.

$AMZN now trades ~11x AWS + ADS sales. https://t.co/VEVgQpOujF - Dimitry Nakhla | Babylon Capital®
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Moon Dev
anyone who has used clawdbot with a non anthropic model should now see how much of a lead anthropic has

its not just about the model, its about the tool calls that pair with the model

no one will ever catch up
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Fiscal.ai
The Big 4 Ad Platforms now generate $530B in annual revenue.

YouTube: $40B
Amazon: $69B
Meta: $196B
Google Search: $225B

$GOOGL $META $AMZN https://t.co/qtFjjwjiWm
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The Few Bets That Matter
The typical FinX “investor” buys $IONQ $IREN $HIMS & other pre-revenue/growth/speculative names while quoting Buffett.

He’s down ~70% YTD & insists “fundamentals are strong” so he keeps holding, because that’s how Buffett built his fortunes.

That's "investing".

Anyone who disagrees or does differently is to be considered a trader, a gambler, or an idiot. Often the three.

He doesn't realize he would have called Buffett himself a trader with this mentality. He doesn't realize that he isn't following his teachings, at all. He doesn’t realize he’s not holding fundamentals.

He’s holding bias & hope.

While he holds on this bias, his portfolio bleeds, his net worth shrinks, his confidence starts to crack. The damages are done.

Stock picking is personal, it's about finding what works for each of us and leveraging our situation. Not following methods from a time and a situation which has nothing to do with ours.

https://t.co/2T2ktXKHPx - The Few Bets That Matter
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Moon Dev
i actually feel bad for anyone who bought some expensive hardware to run their own ai models

nothing will ever touch a claude model because its about more than the model

its the tools & how they work with the model

openclaw is absolute doodoo with non claude models
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The Few Bets That Matter
FinX love quoting Buffett & treat his method as the only path for "real investors"

Most don’t even understand his teachings, nor follow them. Even fewer realize his methods won't work for them.

They'll quote him while holding names like $ASTS, speculation like $IONQ, degrading fundamentals like $HIMS, "moat" narratives like $DUOL.

Nothing wrong with those companies but for the fact Buffett would have never bought any of them.

Anyone who adapts to price action, updates a thesis, or reacts to concrete data is labeled a trader, a gambler, a paper hand or simply stupid.

Ironically, Buffett did all of that. If he were young today, many would probably call him a gambler.

Investing is personal. Stock picking must fit your capital, timeframe, objectives, temperament, constraints...

Ideas can be shared. Methods can’t. That applies to Buffett too, copying his playbook simply won’t work anymore…

For very factual reasons 👇

https://t.co/2T2ktXKHPx - The Few Bets That Matter
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