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Michael Fritzell (Asian Century Stocks)
RT @CasinoCapital: When in Rome...

Couldn't not try Saizeriya after @CacheThatCheque talking it up so much.

Spaghetti carbonara, french onion soup, fried shrimp, a pizza, and 2 soft drinks w free refills... £9 all-in !! https://t.co/OH9u0Pya7G
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Offshore
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Lumida Wealth Management
What's Working In $SPY ? 

Dividend yield has outperformed other factors YTD.

Stocks with dividends have led the markets, while stocks without dividends are lagging behind. 

We added to $PAGS on Friday. 

It has a dividend yield of 14%, and has gained 14% in last 3M. 

The P/E NTM valuation is 6.4x, with FCF yield at 21%. 

We discuss our rationale in today's newsletter: https://t.co/aIPxSPfj4h
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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!
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Offshore
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God of Prompt
RT @godofprompt: I should charge $99 for this.

But I'm giving away our Claude Mastery Guide for free.
We just updated it with a full Claude Skills section, the feature most people still don't know exists.

Inside:
→ 30 prompt engineering principles
→ 10+ mega-prompts ready to copy
→ Mini-course from beginner to advanced
→ How to build Skills that make Claude remember your workflows forever
→ Glossary + strategic use cases

This turns Claude from a chatbot into your actual work system.

Comment "Claude" and I'll DM it to you.
(Must be following me to receive it)
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Offshore
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Michael Fritzell (Asian Century Stocks)
.@pandawatch88: PRC bulls and bears https://t.co/41Jrg0kRdd
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Offshore
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God of Prompt
RT @godofprompt: Claude is insane for product management.

I reverse-engineered how top PMs at Google, Meta, and Anthropic use it.

The difference is night and day.

Here are 10 prompts they don't want you to know (but I'm sharing anyway): https://t.co/7RApvBHQ66
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Offshore
Video
Jukan
I’m currently writing a report on memory, and so far I haven’t come across anyone making a similar argument to mine: https://t.co/vMRxWSVnhZ
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Offshore
Video
Jukan
Me, while writing a memory report, realizing no one has covered this with logic similar to mine yet: https://t.co/vYC0w8eSiK
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Offshore
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Javier Blas
The collapse of Cuba:

The foundations of ‘Castrismo’ are crumbling:
https://t.co/i50OHPjzTO

Havana doesn’t have allies willing to defy Trump: https://t.co/lIREwkgRW4

Cuba fears the return of the 1990s ‘Special Period’: https://t.co/a2J5Z7sPE9

(In Spanish) https://t.co/k6BiMRduGe
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Michael Fritzell (Asian Century Stocks)
Set a reminder for my upcoming Space! https://t.co/cwMcjiofdO
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