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The Transcript
Vertiv CEO: "Significant growth in orders, sales, margins & cash reflects our ability to scale while maintaining a sharp focus on operational execution..Our record backlog provides clear visibility into what we expect to be another year of significant growth

$VRT: +13% PM https://t.co/6ehFfbcwPO
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Offshore
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The Transcript
Kraft Heinze Chair: "We are confident that our decision to pause the work related to the separation and fully focusing our resources in service of growth is the right move at this time."

$KHC: -7% Pre-Market https://t.co/wSD1Ux3QkK
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Offshore
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Benjamin Hernandez😎
Repairs at a key aluminum plant are nearing completion, easing a supply bottleneck for Ford and peers. Relief on input costs could support auto margins and lift sector sentiment.

$F $GM $TSLA https://t.co/6U5esdrz6A
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Bourbon Capital
$AMZN disclosed a 5.3% stake in electric aerospace company Beta Technologie $BETA

Amazon top 13F Q4 2025:

Rivian Automotive $RIVN
BETA Technologies $BETA
Astera Labs $ALAB
Marvell Technology $MRVL https://t.co/CYK2dfDQc4

$AMZN 13F Q4 2025

New positions:
BETA Technologies, Inc. $BETA https://t.co/arXjsZAKid
- Bourbon Insider Research
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @eastasiaecon: Currency weakness isn't just a theme in Japan. It applies in China, Korea and Taiwan too. The JPY and KRW are weak against the USD. With CNY too, they are also weak in real effective terms. And all the currencies, including TWD, are cheap relative to the region's rising external surplus.
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Moon Dev
openclaw for job replacement

today we are going deep into how ai may not take your job but someone who knows how to use tools like openclaw will

this is a private zoom for obvious reasons

grab a ticket if there is one available

join here https://t.co/JbJdIbW2p9

moondev
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Offshore
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God of Prompt
OpenClaw hit 145K GitHub stars and became the fastest-growing open-source AI project in history.

But 90% of people installing it have no idea how to set it up safely.

That's why I built the OpenClaw Starter Guide. It covers:
→ Full architecture breakdown (Gateway, Agent, Skills, Memory)
→ 30-minute setup walkthrough for any hardware
→ Security hardening so you don't end up on Shodan
→ Memory upgrade prompt that makes your agent actually remember you

If you want a personal AI assistant that actually does things, not another chatbot, this is the guide.

Comment "Claw" and I'll DM it to you.
(Must be following me to receive it)
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Javier Blas
RT @nickschifrin: .@VP, asked if he wants to see regime change in Iran, says, "If the Iranian people want to overthrow the regime, that's up to the Iranian people. What we're focused on right now is the fact that Iran can't have a nuclear weapon."
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Offshore
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Michael Fritzell (Asian Century Stocks)
Marc Andreessen on SaaS: “You’ll want to look at systems of records differently than productivity applications. Also, everybody doesn’t change their behaviour overnight… moving fast enough? Leadership matters a lot” https://t.co/ufe3bH0PGn https://t.co/xgMADf6Jhf
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Clark Square Capital
RT @ClarkSquareCap: Idea thread time!

What's your best idea right now? (Any style, any market cap, any geography).

Be sure to add why you like it + valuation.

I will compile the responses and share.

Appreciate a RT for visibility! 🙏
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