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Illiquid
No. 1 is Camtek.
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No. 1 is Camtek.
As AI accelerators and complex advanced packaging adoption grows, the importance of Test and Inspection increases accordingly. Test intensity per device continues to rise, and scrap costs can reach tens of thousands of dollars per package. (1/3)🧵 https://t.co/JXJrNR7Kac tweet
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Michael Fritzell (Asian Century Stocks)
RT @govro12: Great post! Spirits have grown single digits in the last 30years.. so i am not ready to declare a structural change but i see your pts :) my main exposure is $RI and $Cuervo.. due to strong mgt disclosure and skin in the game. Pernod should publishFeb19 🧐
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RT @govro12: Great post! Spirits have grown single digits in the last 30years.. so i am not ready to declare a structural change but i see your pts :) my main exposure is $RI and $Cuervo.. due to strong mgt disclosure and skin in the game. Pernod should publishFeb19 🧐
1/ Are alcohol stocks finally bottoming? https://t.co/ZtD5h2Sox9 tweet
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NecoKronos
Is anyone else watching this volume on @Lighter_xyz ?👀
$70M in fresh longs just entered the market, and they are aggressively absorbing shorts at these lows.
The heatmap clearly shows a massive limit wall where they've already soaked up $30M worth of Bitcoin.
What exactly is this whale trying to pull off hmm..
#BTC
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Is anyone else watching this volume on @Lighter_xyz ?👀
$70M in fresh longs just entered the market, and they are aggressively absorbing shorts at these lows.
The heatmap clearly shows a massive limit wall where they've already soaked up $30M worth of Bitcoin.
What exactly is this whale trying to pull off hmm..
#BTC
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God of Prompt
RT @godofprompt: 🚨 BREAKING: OpenAI just hired the creator of OpenClaw, the most viral AI agent of 2026.
Peter Steinberger will lead the next generation of personal agents. Sam Altman called him “a genius.”
I see it differently.
OpenClaw went viral. It also got flagged by Gartner as a cybersecurity risk, went rogue on users’ iMessage accounts, and had its own maintainer warn people not to use it if they can’t run a command line.
Manus hit $100M ARR without a proprietary model. OpenClaw spawned an entire agent ecosystem overnight.
Neither solved the hard problem: making autonomous agents reliable at scale.
Error recovery at step 14. State management across sessions.
Permission boundaries that stop your agent from emailing your entire contact list.
The wrapper layer is not the moat. The reliability engineering layer is.
Models are commoditizing. The value just migrated to the teams who make unreliable systems actually work.
There are maybe three teams on Earth who’ve proven they can do that.
OpenAI didn’t acquire an agent platform. They acquired a vision they still need to engineer into something trustworthy.
The real AI agent war isn’t who builds the flashiest demo. It’s who solves reliability first.
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RT @godofprompt: 🚨 BREAKING: OpenAI just hired the creator of OpenClaw, the most viral AI agent of 2026.
Peter Steinberger will lead the next generation of personal agents. Sam Altman called him “a genius.”
I see it differently.
OpenClaw went viral. It also got flagged by Gartner as a cybersecurity risk, went rogue on users’ iMessage accounts, and had its own maintainer warn people not to use it if they can’t run a command line.
Manus hit $100M ARR without a proprietary model. OpenClaw spawned an entire agent ecosystem overnight.
Neither solved the hard problem: making autonomous agents reliable at scale.
Error recovery at step 14. State management across sessions.
Permission boundaries that stop your agent from emailing your entire contact list.
The wrapper layer is not the moat. The reliability engineering layer is.
Models are commoditizing. The value just migrated to the teams who make unreliable systems actually work.
There are maybe three teams on Earth who’ve proven they can do that.
OpenAI didn’t acquire an agent platform. They acquired a vision they still need to engineer into something trustworthy.
The real AI agent war isn’t who builds the flashiest demo. It’s who solves reliability first.
Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our product offerings.
OpenClaw will live in a foundation as an open source project that OpenAI will continue to support. The future is going to be extremely multi-agent and it's important to us to support open source as part of that. tweet
X (formerly Twitter)
Sam Altman (@sama) on X
Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly…
Offshore
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Quiver Quantitative
BREAKING: Representative Gil Cisneros just filed dozens of new stock trades.
He bought stock in multiple Chinese companies, including Tencent, Alibaba, and Xiaomi.
Full trade list up on Quiver. https://t.co/dbjefSzzka
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BREAKING: Representative Gil Cisneros just filed dozens of new stock trades.
He bought stock in multiple Chinese companies, including Tencent, Alibaba, and Xiaomi.
Full trade list up on Quiver. https://t.co/dbjefSzzka
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Chips & SaaS
RT @mrbcyber: The Chinese national connected to the dangerous biological labs in California and Nevada was anti-American. He was caught trying to steal western technology in Canada.
The CCP is using every possible method to attack the west, including using biological and chemical weapons.
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RT @mrbcyber: The Chinese national connected to the dangerous biological labs in California and Nevada was anti-American. He was caught trying to steal western technology in Canada.
The CCP is using every possible method to attack the west, including using biological and chemical weapons.
‘Defeat the American Aggressor': New Las Vegas Biolab Arrest Warrant Cites Fentanyl Test Kits and the Ideology Behind a Transnational Chinese Operation https://t.co/QSJ6jMlvBq tweet
Offshore
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God of Prompt
Every client call I used to walk into blind.
No idea what their business does, what's broken, or what they actually need.
Now an AI agent briefs me before I even say hello.
New YT video dropped 👇
https://t.co/DHliL0hjLJ
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Every client call I used to walk into blind.
No idea what their business does, what's broken, or what they actually need.
Now an AI agent briefs me before I even say hello.
New YT video dropped 👇
https://t.co/DHliL0hjLJ
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Clark Square Capital
RT @ClarkSquareCap: Here is this week's special situations digest.
281 situations in activist campaigns, M&A/divestments, management changes, and other corporate events.
Make sure to check it out https://t.co/NZBTGqVC6P
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RT @ClarkSquareCap: Here is this week's special situations digest.
281 situations in activist campaigns, M&A/divestments, management changes, and other corporate events.
Make sure to check it out https://t.co/NZBTGqVC6P
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