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Bourbon Capital
RT @BourbonCap: Soros Fund’s largest holding is $AMZN, and they keep adding more shares.....

They bought 1.8M shares in Q3 2025
and 133,385 shares in Q4 2025

Long $AMZN https://t.co/7g9tv6HK33

George Soros’s largest holding is $AMZN, which is unusual as the fund rarely allocates more than 8% of its total portfolio to a single position

They bought 1.8 million shares last quarter.... https://t.co/wfYyZu14fq
- Bourbon Capital
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Bourbon Capital
$NVO is doing buybacks again

About time.... https://t.co/pp7xe7fTRN
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Benjamin Hernandez😎
Cineverse Corp is catching a 20% pre-market bid on 3M shares. The +94% EPS growth rate is a massive fundamental tailwind for this consumer services stock today.

Are you looking to capture the opening volatility or waiting for VWAP?

$SOC $ASST $OPEN $RADX $PULM https://t.co/IdEkkwKnXj
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Startup Archive
Jony Ive on what Steve Jobs taught him about focus

“This sounds really simplistic, but it shocks me how few people actually practice this—and it’s a struggle to practice… Steve was the most remarkably focused person I’ve ever met in my life.”

As Jony explains, the tricky thing with focus is that it’s a struggle to practice. Every minute you have to ask: “Why are we talking about this?” if it’s not what you’re actually working on.

“You can achieve so much if you truly focus.”

Steve would regularly ask Jony how many things he has said “no” to. As Jony explains:

“What focus means is saying ‘no’ to something that you believe with every bone in your body is a phenomenal idea. You wake up thinking about it, but you say ‘no’ to it because you’re focusing on something else.”

Video source: @VanityFair (2014)
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Michael Fritzell (Asian Century Stocks)
RT @straits_times: Taiwan’s cycling ‘missionary’, Giant founder King Liu, dies at 91 https://t.co/BZzSz9l4ew
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The Transcript
RT @TheTranscript_: $ABN CEO: AI models are commoditized & Airbnb will win through specialization & post-training on proprietary interactions.

"The models on ChatGPT...Gemini...Claude, and...Kiwi are available to every single company. And so pretty soon, every company becomes an AI platform if they make the shift"
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Clark Square Capital
RT @TheAppInvestor: 📊Mobile App Stocks review - Week 7, 2026
Gala (HK:2458), Mighty Kingdom (AX:MKL), $ZDGE and $GRVY top the chart. Disappointing few weeks for Drecom and Aiming in JP.

Commentary blog offers some more thoughts on Gala and Gravity, cf comments. https://t.co/ATELocRcxM
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Offshore
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God of Prompt
84% of developers use AI coding tools daily.
25% of new startups ship codebases that are almost entirely AI generated.

But here's the stat nobody talks about: AI assisted developers produce 3-4x more code... and 10x more security issues.

Your vibe coded app isn't broken. It's unfinished.

Here's the gap nobody's solving (and why it matters now): 🧵
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NecoKronos
So... who got the trade?

Once we filled the selling imbalances, it was lights out.

An instant 2% drop to start the week. Thanks for playing. 🤝

#BTC https://t.co/Olwk8sMFx1

The dream scenario for #BTC right now?

Range VAH deviation confirmed.
Selling stacked imbalance cleared.

If we get both, the trade sets itself up https://t.co/pOqLSlFcrG
- NecoKronos
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