God of Prompt
RT @godofprompt: This site is literally a prompt library with thousands of prompts for Claude, ChatGPT & Nano Banana. https://t.co/de2Z55Vkn0
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God of Prompt
RT @rryssf_: https://t.co/TJ7XYPSLka
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Dimitry Nakhla | Babylon Capital®
RT @michaelbatnick: Wild market. We haven't seen anything like this since the dotcom bubble burst.

Over the last 8 sessions, 115 stocks in the S&P 500 have decline 7% or more in a single day.

The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. https://t.co/SDy5kAXzGp
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Wasteland Capital
Tens of thousands of workers lost their jobs when AI came for the carrot pickers, and you didn’t speak up? https://t.co/0wwNhEOlcL
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Quiver Quantitative
BREAKING: Renaissance Technologies, founded legendary mathematician Jim Simons, has filed a portfolio update.

The largest stock position in the filing was Palantir, $PLTR.

Full holdings up on Quiver. https://t.co/ZOy3Ve7DXo
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 𝐏𝐞𝐭𝐞𝐫 𝐋𝐲𝐧𝐜𝐡 𝐨𝐧 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲:

“I love volatility… Taco Bell went from $14 to $1… they had no debt, never closed a restaurant… I started buying at $7… it went to $1… Volatility is terrific.”
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𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧: 𝘝𝘰𝘭𝘢𝘵𝘪𝘭𝘪𝘵𝘺 𝘴𝘩𝘰𝘶𝘭𝘥 𝘣𝘦 𝘸𝘦𝘭𝘤𝘰𝘮𝘦𝘥, 𝘯𝘰𝘵 𝘧𝘦𝘢𝘳𝘦𝘥. 𝘞𝘩𝘢𝘵 𝘮𝘢𝘺 𝘢𝘱𝘱𝘦𝘢𝘳 𝘢𝘴 𝘳𝘪𝘴𝘬 𝘥𝘶𝘦 𝘵𝘰 𝘴𝘦𝘷𝘦𝘳𝘦 𝘷𝘰𝘭𝘢𝘵𝘪𝘭𝘪𝘵𝘺 𝘪𝘴 𝘧𝘳𝘦𝘲𝘶𝘦𝘯𝘵𝘭𝘺 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘺. 𝘚𝘵𝘰𝘤𝘬 𝘱𝘳𝘪𝘤𝘦 𝘪𝘴 𝘰𝘧𝘵𝘦𝘯 𝘯𝘰𝘵 𝘢 𝘨𝘳𝘦𝘢𝘵 𝘳𝘦𝘧𝘭𝘦𝘤𝘵𝘪𝘰𝘯 𝘰𝘧 𝘵𝘩𝘦 𝘲𝘶𝘢𝘭𝘪𝘵𝘺 𝘰𝘧 𝘢 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘰𝘷𝘦𝘳 𝘵𝘩𝘦 𝘴𝘩𝘰𝘳𝘵 𝘵𝘦𝘳𝘮. 𝘔𝘢𝘳𝘬𝘦𝘵𝘴 𝘢𝘳𝘦 𝘦𝘮𝘰𝘵𝘪𝘰𝘯𝘢𝘭. 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴𝘦𝘴 𝘢𝘳𝘦 𝘧𝘶𝘯𝘥𝘢𝘮𝘦𝘯𝘵𝘢𝘭. 𝘖𝘷𝘦𝘳 𝘴𝘩𝘰𝘳𝘵𝘦𝘳 𝘱𝘦𝘳𝘪𝘰𝘥𝘴, 𝘱𝘳𝘪𝘤𝘦𝘴 𝘤𝘢𝘯 𝘴𝘸𝘪𝘯𝘨 𝘸𝘪𝘭𝘥𝘭𝘺 𝘸𝘩𝘪𝘭𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘤𝘩𝘢𝘯𝘨𝘦𝘴 𝘷𝘦𝘳𝘺 𝘭𝘪𝘵𝘵𝘭𝘦.
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A few practical lessons that help navigate volatility:

1. 𝐁𝐮𝐢𝐥𝐝 𝐩𝐫𝐞𝐬𝐞𝐭 𝐫𝐮𝐥𝐞𝐬. Volatility is hardest when decisions are reactive. Accumulating with a plan removes emotion. For example if I’m looking to accumulate $NOW:

20% at $130
30% at $110
30% at $100
20% at $90

Average price if all buys executed $107.

You’re no longer reacting — you’re executing.

2. 𝐓𝐡𝐞 𝐩𝐫𝐢𝐜𝐞 𝐲𝐨𝐮 𝐩𝐚𝐲 𝐦𝐚𝐭𝐭𝐞𝐫𝐬. Starting at extreme valuations makes volatility feel far more painful.

It’s far more difficult to accumulate additional shares of $NOW if you began building a position at $200 and 70x earnings. However, if you started at 33x, it becomes much easier to continue adding at 25x or 20x. At some point, the multiple compresses to a level where 𝘤𝘰𝘯𝘧𝘪𝘥𝘦𝘯𝘤𝘦 increases — not decreases — as the margin of safety significantly improves.

Valuation discipline → volatility becomes an advantage rather than a source of stress.

What feels like chaos in the moment often looks like opportunity in hindsight.
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A few names that have seen notable volatility in recent weeks — worth keeping an eye on:

$AXON $MCO $NOW $NVDA $SNDK $SPGI $TDG
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Video: Investor Talk Peter Lynch (07/05/2020)
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Quiver Quantitative
BREAKING: Renaissance Technologies, founded by the legendary mathematician Jim Simons, has filed a portfolio update.

The largest stock position in the filing was Palantir, $PLTR.

Full holdings up on Quiver. https://t.co/2vR9Xo4RBB
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Brady Long
Every time I try to self-host an AI agent I have 3 hours of Docker hell, random crashes, and questioning my life.

But this deploys in 60 seconds for free with $500 in Opus credits.

Insane deal.

🚨 We just launched Ampere - free 🦞 OpenClaw hosting with $500 in Claude Opus 4.6 credits for new users.

https://t.co/1QWhuZtT70 is managed OpenClaw hosting that deploys your AI agent in under 60 seconds.

No terminal. No infrastructure. No DevOps headaches.

One click, your agent is live. - Ampere.sh
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God of Prompt
RT @rryssf_: https://t.co/TJ7XYPSLka
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Brady Long
RT @bigaiguy: If you've been eyeing OpenClaw but thought 'nah, too much setup this is for you.

This basically just yeeted the pain away:

🚨 We just launched Ampere - free 🦞 OpenClaw hosting with $500 in Claude Opus 4.6 credits for new users.

https://t.co/1QWhuZtT70 is managed OpenClaw hosting that deploys your AI agent in under 60 seconds.

No terminal. No infrastructure. No DevOps headaches.

One click, your agent is live. - Ampere.sh
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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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