God of Prompt
RT @rryssf_: Google just mass-published how 34 researchers actually use Gemini to solve open math and CS problems. not benchmarks. not demos. real unsolved problems across cryptography, physics, graph theory, and economics.

145 pages of case studies. here's what actually matters: https://t.co/JTaaNqti9L
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God of Prompt
RT @godofprompt: Do you really need a Claude Max subscription?

yes yes yes yes
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Fiscal.ai
Owning distribution > Owning content

$SPOT https://t.co/sMLOrwxAKN
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Javier Blas
CHART OF THE DAY: US car sales over the last decade, by powertrain (via @EIAgov). Battery electric vehicle sales increased in 2H 2025 before sharply declining in response to the expiration of tax credits at the end of September. https://t.co/P6BxtlhVUg
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Bourbon Capital
Are we in a bubble?

Demis Hassabis CEO of $GOOG DeepMind: There aren’t enough compute chips to satisfy demand https://t.co/ega9rwNQg6

The semiconductor ecosystem:

The US dominates design and equipment: $AMAT $LRCX $KLAC $SNPS $CDNS $NVDA $AMD $QCOM $MU $AVGO

Europe dominates lithography: $ASML

South Korea dominates the RAM market: Samsung and SK Hynix

Taiwan produces the most advanced chips: $TSM https://t.co/AtoeBxKr1f - Bourbon Insider Research
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Javier Blas
COMMODITY TRADING: Jeff Dellapina, the CFO at oil trading giant Vitol, will retire in April after more than 20 years at the company. Dellapina was (in)famous for his desire to keep the company private -- and Vitol's P&L and balance sheet as secret as possible.
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The Transcript
Spotify CEO: "...this is my 30th earnings call, and as you know, this is the last one that I do in the role as CEO."

CBO: " In Q4, we met or exceeded guidance across all the key metrics"

$SPOT: +19% today https://t.co/A0UlKeRoGv
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App Economy Insights
A quick look at the memory crunch:

📲 $QCOM: Memory Wall
🎮 $SONY: Hardware Retreat
☁️ $ARM: Cloud AI Engine Ignites

Full breakdown of the AI ripple effect.
https://t.co/XthMtTFjEX
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The Transcript
$SPOT CBO: "We marked our highest quarter ever for MAU net additions...A driver of MAU outperformance is Wrapped, which was also record-breaking this year. While we saw impressive engagement back in 2024, we also got feedback on the user experience. So this year, we turned up the dial, and the response was resounding. At the end of the campaign, more than 300 million users engaged, which was up 20%, and we saw more than 630 million shares across social media, which is up 42%"
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Benjamin Hernandez😎
Let's attack the open with these!

$QCOM $LUXE $ICHR $FGL $CODA $AP $HVT.A $EVMN $ABP $SHOP $JNJ $WISH

$QCOM has buyers at $160 despite the downgrade. $LUXE implies a big move today. $FGL is for scalpers only. Manage risk strictly. DM me for the targets!
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Michael Fritzell (Asian Century Stocks)
RT @capitalatrisk23: Emerging markets putting in a 16 years bottom ? $EEM https://t.co/mdhbbf8M1t
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