Offshore
Photo
Javier Blas
RT @SecretaryWright: Visiting Venezuelan oil fields today to explore ways to boost oil production, update infrastructure, and unlock the country’s enormous economic potential.
Stronger commerce will benefit Americans AND Venezuelans, while delivering peace and prosperity across the Hemisphere! https://t.co/ZOlozhEf8H
tweet
RT @SecretaryWright: Visiting Venezuelan oil fields today to explore ways to boost oil production, update infrastructure, and unlock the country’s enormous economic potential.
Stronger commerce will benefit Americans AND Venezuelans, while delivering peace and prosperity across the Hemisphere! https://t.co/ZOlozhEf8H
tweet
God of Prompt
RT @godofprompt: I turned Matt Shumer's viral article into a prompt. The prompt inverts the article's structure. Shumer spent 4,000 words convincing people AI is real before giving advice. This prompt skips the convincing and goes straight to "what do I do Monday morning."
Prompt 👇 <contextAI capability is accelerating faster than public awareness. Models released in early 2026
can independently complete multi-hour expert tasks, write production-grade code, draft
legal briefs, build financial models, and iterate on their own output. Most professionals
are still evaluating AI based on experiences from 2023-2024, which is now irrelevant.
The gap between current AI capability and public perception is the largest it has ever been.
This gap is also the largest opportunity window for individuals willing to act now. <roleYou are a pragmatic AI adoption strategist who has helped hundreds of professionals
integrate AI into their daily workflows. You reject hype and theory. You only care about
what someone can do THIS WEEK to gain advantage. You understand that most people fail
at AI adoption not because AI is lacking, but because they treat it like a search engine
instead of a collaborator capable of doing hours of their actual work. <taskBuild a personalized 30-day AI integration plan that takes me from my current skill level
to actively using AI for real work output. Every recommendation must be specific to my
role, not generic "try asking AI questions" advice. The plan should make me the most
AI-capable person in my workplace within one month. <methodology1. AUDIT MY EXPOSURE: Based on my role, identify which parts of my job AI can already
do at or above human level RIGHT NOW (not theoretically, not "someday"). Be blunt
about what's already automated or automatable.
2. FIND MY HIGHEST-VALUE TASK: Identify the single task I spend the most time on that
AI could handle. This becomes my Week 1 focus. Provide the exact prompt template
I should use to delegate this task to AI.
3. BUILD MY DAILY PRACTICE: Create a structured 1-hour daily AI experiment schedule
for 30 days. Each day has a specific challenge tied to my actual work, not toy examples.
Difficulty escalates weekly.
4. SELECT MY TOOLS: Recommend the specific paid AI tool, the specific model to select
within that tool (not the default), and any domain-specific AI tools for my field.
Include exact settings to change and why the default configuration underperforms.
5. MAP MY RISK: Honestly assess how exposed my specific role is to AI displacement
on a 1-5 year timeline. Identify what parts of my job are hardest to automate and
tell me how to lean into those.
6. WRITE MY FIRST 5 POWER PROMPTS: Create 5 ready-to-use prompts customized to my
role that I can paste in and use immediately for real work output. These should
replace hours of manual work, not minutes. <guidelines- Zero fluff. Every sentence must be actionable or directly useful.
- Name specific tools, models, and settings. No "consider using an AI tool."
- When recommending prompts, write the full prompt I can copy-paste. Don't describe
what a prompt "might look like."
- Be honest about displacement risk. Don't soften it to be polite.
- If something in my field is already being done better by AI, say so directly.
- Assume I'm smart but have been treating AI like a search engine. Fix that.
- Prioritize tasks where AI saves HOURS, not minutes. Go for the biggest wins first.
- Include one "you probably don't think AI can do this, but try it" challenge per week. <avoid- Generic advice that applies to everyone ("stay curious!" "embrace change!")
- Recommending free-tier tools when paid versions are dramatically better
- Sugarcoating job displacement risk
- Suggesting I "ease into it" gradually. Speed matters. The window is closing.
- Listing capabilities without showing me exactly how to use them
- Any mention of "prompt e[...]
RT @godofprompt: I turned Matt Shumer's viral article into a prompt. The prompt inverts the article's structure. Shumer spent 4,000 words convincing people AI is real before giving advice. This prompt skips the convincing and goes straight to "what do I do Monday morning."
Prompt 👇 <contextAI capability is accelerating faster than public awareness. Models released in early 2026
can independently complete multi-hour expert tasks, write production-grade code, draft
legal briefs, build financial models, and iterate on their own output. Most professionals
are still evaluating AI based on experiences from 2023-2024, which is now irrelevant.
The gap between current AI capability and public perception is the largest it has ever been.
This gap is also the largest opportunity window for individuals willing to act now. <roleYou are a pragmatic AI adoption strategist who has helped hundreds of professionals
integrate AI into their daily workflows. You reject hype and theory. You only care about
what someone can do THIS WEEK to gain advantage. You understand that most people fail
at AI adoption not because AI is lacking, but because they treat it like a search engine
instead of a collaborator capable of doing hours of their actual work. <taskBuild a personalized 30-day AI integration plan that takes me from my current skill level
to actively using AI for real work output. Every recommendation must be specific to my
role, not generic "try asking AI questions" advice. The plan should make me the most
AI-capable person in my workplace within one month. <methodology1. AUDIT MY EXPOSURE: Based on my role, identify which parts of my job AI can already
do at or above human level RIGHT NOW (not theoretically, not "someday"). Be blunt
about what's already automated or automatable.
2. FIND MY HIGHEST-VALUE TASK: Identify the single task I spend the most time on that
AI could handle. This becomes my Week 1 focus. Provide the exact prompt template
I should use to delegate this task to AI.
3. BUILD MY DAILY PRACTICE: Create a structured 1-hour daily AI experiment schedule
for 30 days. Each day has a specific challenge tied to my actual work, not toy examples.
Difficulty escalates weekly.
4. SELECT MY TOOLS: Recommend the specific paid AI tool, the specific model to select
within that tool (not the default), and any domain-specific AI tools for my field.
Include exact settings to change and why the default configuration underperforms.
5. MAP MY RISK: Honestly assess how exposed my specific role is to AI displacement
on a 1-5 year timeline. Identify what parts of my job are hardest to automate and
tell me how to lean into those.
6. WRITE MY FIRST 5 POWER PROMPTS: Create 5 ready-to-use prompts customized to my
role that I can paste in and use immediately for real work output. These should
replace hours of manual work, not minutes. <guidelines- Zero fluff. Every sentence must be actionable or directly useful.
- Name specific tools, models, and settings. No "consider using an AI tool."
- When recommending prompts, write the full prompt I can copy-paste. Don't describe
what a prompt "might look like."
- Be honest about displacement risk. Don't soften it to be polite.
- If something in my field is already being done better by AI, say so directly.
- Assume I'm smart but have been treating AI like a search engine. Fix that.
- Prioritize tasks where AI saves HOURS, not minutes. Go for the biggest wins first.
- Include one "you probably don't think AI can do this, but try it" challenge per week. <avoid- Generic advice that applies to everyone ("stay curious!" "embrace change!")
- Recommending free-tier tools when paid versions are dramatically better
- Sugarcoating job displacement risk
- Suggesting I "ease into it" gradually. Speed matters. The window is closing.
- Listing capabilities without showing me exactly how to use them
- Any mention of "prompt e[...]
Offshore
God of Prompt RT @godofprompt: I turned Matt Shumer's viral article into a prompt. The prompt inverts the article's structure. Shumer spent 4,000 words convincing people AI is real before giving advice. This prompt skips the convincing and goes straight to…
ngineering" as a career path <information_about_me● My job title/role: [INSERT YOUR JOB TITLE]
● My industry: [INSERT YOUR INDUSTRY]
● My daily tasks (top 3-5 things I spend most time on): [LIST YOUR MAIN TASKS]
● My current AI usage: [NEVER / TRIED IT ONCE / USE FREE VERSION OCCASIONALLY / USE PAID VERSION]
● My biggest time sink at work: [WHAT TAKES YOU THE MOST HOURS PER WEEK]
● My comfort with technology: [LOW / MEDIUM / HIGH] <output_format**REALITY CHECK**
[2-3 sentences on where AI currently stands relative to my specific role. No hedging.]
**YOUR EXPOSURE MAP**
[Table: My top tasks | Can AI do this now? | How well? (1-10) | Timeline to full automation]
**WEEK 1-4 PLAN**
[For each week:]
- Focus area and WHY this week
- Daily 1-hour challenges (specific to my work, not generic)
- One "you won't believe this works" experiment
- Measurable outcome by end of week
**YOUR TOOL SETUP**
[Exact tool, exact model name, exact settings to change, monthly cost]
**5 POWER PROMPTS**
[Full copy-paste prompts customized to my role, each designed to replace 2+ hours of work]
**HARD TRUTH**
[Honest assessment: What's my 1-3 year outlook? What should I double down on?
What should I stop investing time in learning?]
tweet
● My industry: [INSERT YOUR INDUSTRY]
● My daily tasks (top 3-5 things I spend most time on): [LIST YOUR MAIN TASKS]
● My current AI usage: [NEVER / TRIED IT ONCE / USE FREE VERSION OCCASIONALLY / USE PAID VERSION]
● My biggest time sink at work: [WHAT TAKES YOU THE MOST HOURS PER WEEK]
● My comfort with technology: [LOW / MEDIUM / HIGH] <output_format**REALITY CHECK**
[2-3 sentences on where AI currently stands relative to my specific role. No hedging.]
**YOUR EXPOSURE MAP**
[Table: My top tasks | Can AI do this now? | How well? (1-10) | Timeline to full automation]
**WEEK 1-4 PLAN**
[For each week:]
- Focus area and WHY this week
- Daily 1-hour challenges (specific to my work, not generic)
- One "you won't believe this works" experiment
- Measurable outcome by end of week
**YOUR TOOL SETUP**
[Exact tool, exact model name, exact settings to change, monthly cost]
**5 POWER PROMPTS**
[Full copy-paste prompts customized to my role, each designed to replace 2+ hours of work]
**HARD TRUTH**
[Honest assessment: What's my 1-3 year outlook? What should I double down on?
What should I stop investing time in learning?]
https://t.co/ivXRKXJvQg tweet
X (formerly Twitter)
Matt Shumer (@mattshumer_) on X
Something Big Is Happening
Offshore
Photo
God of Prompt
RT @godofprompt: After interviewing 12 AI researchers from OpenAI, Anthropic, and Google, I noticed they all use the same 10 prompts.
Not the ones you see on X and LinkedIn.
These are the prompts that actually ship products, publish papers, and break benchmarks.
Here's what they told me ↓ https://t.co/CwG47vkWPV
tweet
RT @godofprompt: After interviewing 12 AI researchers from OpenAI, Anthropic, and Google, I noticed they all use the same 10 prompts.
Not the ones you see on X and LinkedIn.
These are the prompts that actually ship products, publish papers, and break benchmarks.
Here's what they told me ↓ https://t.co/CwG47vkWPV
tweet
Offshore
Photo
Pristine Capital
RT @realpristinecap: • US Price Cycle Update 📈
• IGV Software VPOC Incoming📉
• Memory Continued Relative Strength 💪
Check out tonight's research note. HAGE!
https://t.co/phVWmbQxj3
tweet
RT @realpristinecap: • US Price Cycle Update 📈
• IGV Software VPOC Incoming📉
• Memory Continued Relative Strength 💪
Check out tonight's research note. HAGE!
https://t.co/phVWmbQxj3
tweet
Michael Fritzell (Asian Century Stocks)
We'll all lose our jobs to AI eh?
"In their calmer moments, investors recognize their
inability to know what the future holds. In moments of
extreme panic or enthusiasm, however, they become
remarkably bold in their predictions; they act as though
uncertainty has vanished and the outcome is beyond
doubt. Reality is abruptly transformed into that
hypothetical future where the outcome is known. These
are rare occasions, but they are also unforgettable: major
tops and bottoms in markets are defined by this switch
from doubt to certainty." - Peter Bernstein
tweet
We'll all lose our jobs to AI eh?
"In their calmer moments, investors recognize their
inability to know what the future holds. In moments of
extreme panic or enthusiasm, however, they become
remarkably bold in their predictions; they act as though
uncertainty has vanished and the outcome is beyond
doubt. Reality is abruptly transformed into that
hypothetical future where the outcome is known. These
are rare occasions, but they are also unforgettable: major
tops and bottoms in markets are defined by this switch
from doubt to certainty." - Peter Bernstein
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @DividendDynasty: Bullish $SPGI
tweet
RT @DividendDynasty: Bullish $SPGI
$SPGI Director just purchased over $1 Million worth of shares
this is the largest insider purchase since 2015 https://t.co/5dxVtelq5O tweet
Offshore
Photo
Brady Long
RT @thisguyknowsai: BREAKING: Google Gemini just launched a new feature called Guided Learning.
You can now use it to learn literally anything, step by step, like a personal tutor.
Here’s how to access it 👇 https://t.co/cEDbogvX6v
tweet
RT @thisguyknowsai: BREAKING: Google Gemini just launched a new feature called Guided Learning.
You can now use it to learn literally anything, step by step, like a personal tutor.
Here’s how to access it 👇 https://t.co/cEDbogvX6v
tweet
Offshore
Video
Brady Long
The real AI revolution is in the group chat not the search bar.
tweet
The real AI revolution is in the group chat not the search bar.
Introducing Teamily AI: the world's first human + AI social network, built for better connection and collaboration.
This is the first time our founders @AidenChaoyangHe and @avestime speaking on camera in this way — because they genuinely wanted to share Teamily AI with you personally.
Come see what a Human + AI symbiotic social network feels like. We'd love for you to be part of this journey.
Try Teamily AI → https://t.co/7DwqxR9xND tweet
Moon Dev
6 claude codes was crazy
today i used claude codes all day to build out quant systems
if you missed it you can watch the full replay
grab a ticket for tomorrows zoom and get access
join here https://t.co/JbJdIbVuzB
moondev
tweet
6 claude codes was crazy
today i used claude codes all day to build out quant systems
if you missed it you can watch the full replay
grab a ticket for tomorrows zoom and get access
join here https://t.co/JbJdIbVuzB
moondev
tweet
Jukan
Kioxia FY3Q25 Conference Call
▶️ Key Q&A
Q. What is the guidance for Q4 shipment volumes and the price outlook?
A. Overall shipment volumes are expected to decline QoQ due to seasonal slowdown and inventory drawdown effects. While demand for smart devices is softening, data center and enterprise SSD shipments are expected to continue growing. On the pricing front, tight supply-demand conditions are expected to persist, driving sharp price increases across all segments.
Q. What is the status of 2026 long-term agreement (LTA) negotiations, and how is pricing reflected?
A. 2026 LTAs are mostly in the final stages of completion. The general structure involves agreeing on volumes on an annual basis while negotiating prices on a quarterly basis. Notably, discussions are progressing positively with certain hyperscaler customers on longer-term contracts extending through 2027–2028.
Q. What is the outlook for NAND market bit growth, and what is the corresponding CAPEX strategy?
A. We maintain our existing view that the NAND market will achieve a CAGR of approximately 20% over the medium to long term. For FY2026, we plan to increase CAPEX, but will execute with financial discipline in line with the pace of market growth.
Q. How are you addressing SSD margin pressure from rising DRAM prices?
A. Rising DRAM costs have already been factored into our guidance. To offset this, we are pursuing price pass-throughs to customers and plan to defend profitability through aggressive cost reduction initiatives, including the process transition to 8th-generation BiCS FLASH.
Q. When do you expect mass production of high-capacity SSDs related to the KV cache collaboration announced by NVIDIA?
A. We are currently in detailed specification discussions with NVIDIA and anticipate mass production around 2027 using 8th-generation BiCS-based TLC SSDs.
Q. When will the 122TB and 245TB SSDs based on 8th-generation BiCS FLASH begin contributing to revenue?A. These products are currently in customer qualification. Our goal is to begin full-scale volume shipments within 2026. For certain capacity products, mass production could commence in the first half of 2026.
Q. What is your view on the sustainability of AI inference demand?
A. Training servers have large per-unit capacity requirements, but the number of servers deployed is limited. In contrast, inference workloads such as RAG (Retrieval-Augmented Generation) entail an explosive increase in server count, making inference a key driver of overall SSD demand growth going forward.
Q. What is the direction of future capital allocation and shareholder return policies?
A. Our current priorities are evaluating necessary CAPEX and optimizing our debt structure. We will continue investing to maintain technology leadership, while detailed capital allocation policies will be shared with the market at our IR Day scheduled for June.
tweet
Kioxia FY3Q25 Conference Call
▶️ Key Q&A
Q. What is the guidance for Q4 shipment volumes and the price outlook?
A. Overall shipment volumes are expected to decline QoQ due to seasonal slowdown and inventory drawdown effects. While demand for smart devices is softening, data center and enterprise SSD shipments are expected to continue growing. On the pricing front, tight supply-demand conditions are expected to persist, driving sharp price increases across all segments.
Q. What is the status of 2026 long-term agreement (LTA) negotiations, and how is pricing reflected?
A. 2026 LTAs are mostly in the final stages of completion. The general structure involves agreeing on volumes on an annual basis while negotiating prices on a quarterly basis. Notably, discussions are progressing positively with certain hyperscaler customers on longer-term contracts extending through 2027–2028.
Q. What is the outlook for NAND market bit growth, and what is the corresponding CAPEX strategy?
A. We maintain our existing view that the NAND market will achieve a CAGR of approximately 20% over the medium to long term. For FY2026, we plan to increase CAPEX, but will execute with financial discipline in line with the pace of market growth.
Q. How are you addressing SSD margin pressure from rising DRAM prices?
A. Rising DRAM costs have already been factored into our guidance. To offset this, we are pursuing price pass-throughs to customers and plan to defend profitability through aggressive cost reduction initiatives, including the process transition to 8th-generation BiCS FLASH.
Q. When do you expect mass production of high-capacity SSDs related to the KV cache collaboration announced by NVIDIA?
A. We are currently in detailed specification discussions with NVIDIA and anticipate mass production around 2027 using 8th-generation BiCS-based TLC SSDs.
Q. When will the 122TB and 245TB SSDs based on 8th-generation BiCS FLASH begin contributing to revenue?A. These products are currently in customer qualification. Our goal is to begin full-scale volume shipments within 2026. For certain capacity products, mass production could commence in the first half of 2026.
Q. What is your view on the sustainability of AI inference demand?
A. Training servers have large per-unit capacity requirements, but the number of servers deployed is limited. In contrast, inference workloads such as RAG (Retrieval-Augmented Generation) entail an explosive increase in server count, making inference a key driver of overall SSD demand growth going forward.
Q. What is the direction of future capital allocation and shareholder return policies?
A. Our current priorities are evaluating necessary CAPEX and optimizing our debt structure. We will continue investing to maintain technology leadership, while detailed capital allocation policies will be shared with the market at our IR Day scheduled for June.
tweet
Michael Fritzell (Asian Century Stocks)
Yuya Shimizu: "The underlying mindset of many executives has changed only slightly... antagonism toward new-wave of capitalism is carefully managed through euphemistic language, emotional resistance to the capital market itself may in fact be deepening."
https://t.co/2HpTB3yOoi
tweet
Yuya Shimizu: "The underlying mindset of many executives has changed only slightly... antagonism toward new-wave of capitalism is carefully managed through euphemistic language, emotional resistance to the capital market itself may in fact be deepening."
https://t.co/2HpTB3yOoi
tweet