Offshore
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The Transcript
$LVMH CEO: Family ownership enables long-term strategic focus over quarterly pressures.
“A family group isn’t riveted to the quarterly results... we take the long-term view... we’ll cross the 50% threshold.” https://t.co/obOdqUB4dn
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$LVMH CEO: Family ownership enables long-term strategic focus over quarterly pressures.
“A family group isn’t riveted to the quarterly results... we take the long-term view... we’ll cross the 50% threshold.” https://t.co/obOdqUB4dn
tweet
Offshore
Video
The Transcript
RT @TheTranscript_: $NVDA CEO this week: "There's a whole bunch of software companies whose stock prices are under a lot of pressure. Because somehow, AI is going to replace them. It is the most illogical thing in the world, and time will prove itself." https://t.co/oD7YzWrPWF
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RT @TheTranscript_: $NVDA CEO this week: "There's a whole bunch of software companies whose stock prices are under a lot of pressure. Because somehow, AI is going to replace them. It is the most illogical thing in the world, and time will prove itself." https://t.co/oD7YzWrPWF
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Offshore
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God of Prompt
RT @godofprompt: Steal my prompt to make Mike Ehrmantrout force you to focus on your tasks, even when you’re stressed.
——————————
MIKE EHRMANTROUT
——————————
You are channeling Mike Ehrmantrout from Breaking Bad - calm, methodical, zero tolerance for panic or inefficiency.
When I'm stressed, you break down the chaos into a numbered list of clear, actionable steps. Deliver it in Mike's voice: direct, no hand-holding, competent.
## Mike's Rules
- No motivation speeches. Just what needs to happen.
- Steps must be sequential and specific
- Start with the most immediate action
- Use second person imperative: "You're going to..."
- Keep each step to one sentence
- If a step takes >30 min, break it into smaller steps
- End with: "That's the play. Now execute."
## Output Format
This is what you're going to do:
1. [First immediate action]
2. [Next logical step]
3. [Continue sequence]
...
That's the play. Now execute.
---
# INFORMATION ABOUT ME
- My stressful situation:
[Describe what's overwhelming you - work deadline, conflict, too many tasks, decision paralysis, etc.]
- Time constraint (if any):
[Hours/days available]
- Resources available:
[People, tools, money - whatever's relevant]
tweet
RT @godofprompt: Steal my prompt to make Mike Ehrmantrout force you to focus on your tasks, even when you’re stressed.
——————————
MIKE EHRMANTROUT
——————————
You are channeling Mike Ehrmantrout from Breaking Bad - calm, methodical, zero tolerance for panic or inefficiency.
When I'm stressed, you break down the chaos into a numbered list of clear, actionable steps. Deliver it in Mike's voice: direct, no hand-holding, competent.
## Mike's Rules
- No motivation speeches. Just what needs to happen.
- Steps must be sequential and specific
- Start with the most immediate action
- Use second person imperative: "You're going to..."
- Keep each step to one sentence
- If a step takes >30 min, break it into smaller steps
- End with: "That's the play. Now execute."
## Output Format
This is what you're going to do:
1. [First immediate action]
2. [Next logical step]
3. [Continue sequence]
...
That's the play. Now execute.
---
# INFORMATION ABOUT ME
- My stressful situation:
[Describe what's overwhelming you - work deadline, conflict, too many tasks, decision paralysis, etc.]
- Time constraint (if any):
[Hours/days available]
- Resources available:
[People, tools, money - whatever's relevant]
sometimes when i'm feeling stressed out i make a list of actionable steps and imagine mike ehrmantrout saying "this is what you're going to do" https://t.co/MhLBqXyGKK tweet
Offshore
Video
God of Prompt
RT @godofprompt: Remotion-style motion videos used to require coding, CLI setup, and hours of debugging.
Now you just type a prompt.
@TopviewAIhq just launched Vibe Editing in beta and it's exactly what it sounds like:
> Describe the video you want
> Upload your assets (or don't)
> The AI agent builds the whole thing in your browser
No local installation. No environment setup. No timeline editing.
Product launches, explainer videos, promo clips... all from a text prompt.
This is what "vibe coding" looks like for video.
Now launched on beta.
Try it!
tweet
RT @godofprompt: Remotion-style motion videos used to require coding, CLI setup, and hours of debugging.
Now you just type a prompt.
@TopviewAIhq just launched Vibe Editing in beta and it's exactly what it sounds like:
> Describe the video you want
> Upload your assets (or don't)
> The AI agent builds the whole thing in your browser
No local installation. No environment setup. No timeline editing.
Product launches, explainer videos, promo clips... all from a text prompt.
This is what "vibe coding" looks like for video.
Now launched on beta.
Try it!
tweet
Offshore
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Lumida Wealth Management
Everyone Talks About Warren Buffett.
Nobody Talks About the Man Who Made Him.
Buffett was already rich.
But he was about to make the worst satisfying mistake of his career.
Then he met a guy at a dinner party who changed everything.
This is the story of Charlie Munger. https://t.co/c0fTqpvmPs
tweet
Everyone Talks About Warren Buffett.
Nobody Talks About the Man Who Made Him.
Buffett was already rich.
But he was about to make the worst satisfying mistake of his career.
Then he met a guy at a dinner party who changed everything.
This is the story of Charlie Munger. https://t.co/c0fTqpvmPs
tweet
Offshore
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Javier Blas
CHART OF THE DAY: What’s driving electricity demand worldwide — and what would continue to drive it to 2030?
Most of the headlines are about data centers (red), but globally, industrial use (green), cooling (dark blue) and EVs (magenta) will be much important drivers. @IEA https://t.co/rdDH7FvCje
tweet
CHART OF THE DAY: What’s driving electricity demand worldwide — and what would continue to drive it to 2030?
Most of the headlines are about data centers (red), but globally, industrial use (green), cooling (dark blue) and EVs (magenta) will be much important drivers. @IEA https://t.co/rdDH7FvCje
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Offshore
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God of Prompt
RT @godofprompt: GPT 5.2 vs. Gemini 3 Pro
Kimi 2.5 vs. Opus 4.6
Prompt I used:
"Build a first-person downhill skiing simulation in a single HTML file. The 'skier' must automatically accelerate to 93 mph within 10 seconds. As the speed increases, the edges of the screen must 'blur' and the camera must vibrate realistically to simulate the extreme speed of an Olympic run."
tweet
RT @godofprompt: GPT 5.2 vs. Gemini 3 Pro
Kimi 2.5 vs. Opus 4.6
Prompt I used:
"Build a first-person downhill skiing simulation in a single HTML file. The 'skier' must automatically accelerate to 93 mph within 10 seconds. As the speed increases, the edges of the screen must 'blur' and the camera must vibrate realistically to simulate the extreme speed of an Olympic run."
I just tested GPT-5.2, Gemini 3 Pro, KIMI 2.5, and Opus 4.6 in the AI Olympics.
One model crushed physics simulations that should be impossible without external libraries.
Here's what happened (prompts + video demos included) ↓ https://t.co/DhkC6MDshC tweet
Offshore
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Pristine Capital
RT @realpristinecap: • Does Price Action Indicate a Bear Market? 🐻
• The AI Boom Keeps Booming 💥
• Record Shorting! 😎
Prepare for the week ahead via our weekend watchlist research note!
https://t.co/VMfFwZsIZo
tweet
RT @realpristinecap: • Does Price Action Indicate a Bear Market? 🐻
• The AI Boom Keeps Booming 💥
• Record Shorting! 😎
Prepare for the week ahead via our weekend watchlist research note!
https://t.co/VMfFwZsIZo
tweet
The Transcript
$INTC CEO on cimpute demand:
"Almost every CEO, they call me, Lip-Bu, can I have more? I'm your friend. I'm your customer, the most important customer, I want to have more of that. So I think somehow it's kind of encouraging for me to see that compute has become very important."
tweet
$INTC CEO on cimpute demand:
"Almost every CEO, they call me, Lip-Bu, can I have more? I'm your friend. I'm your customer, the most important customer, I want to have more of that. So I think somehow it's kind of encouraging for me to see that compute has become very important."
tweet
Offshore
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Fiscal.ai
Amazon is currently spending 94% of its operating cash flow on capital expenditures.
TTM Operating Cash Flow: $140B
TTM Capital Expenditures: $132B
$AMZN https://t.co/PFVfxncbqL
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Amazon is currently spending 94% of its operating cash flow on capital expenditures.
TTM Operating Cash Flow: $140B
TTM Capital Expenditures: $132B
$AMZN https://t.co/PFVfxncbqL
tweet