The Few Bets That Matter
$BABA has been frustrating for many lately.

But there is nothing wrong in consolidation. We're below the trendline, a pattern which has been repeated twice perfectly during 2025.

I’ll share a refreshed bull thesis on China and Alibaba in a few days.

You don’t want to miss it, because the breakout will come. And we'll need the convictions to buy in size when it happens. Because it will.

Patience.
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God of Prompt
You can just be Grokking things

@grok not you silly

🚨 DeepMind discovered that neural networks can train for thousands of epochs without learning anything.

Then suddenly, in a single epoch, they generalize perfectly.

This phenomenon is called "Grokking".

It went from a weird training glitch to a core theory of how models actually learn.

Here’s what changed (and why this matters now): - God of Prompt
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The Few Bets That Matter
$BTC went down to $91,100. And flew back up in an hour.

This is text book bull market price action. Liquidate the ones who are a bit late or too cocky and run back at it right after.

Be safe out there. But be there.

$BTC is bound to go back to $90,000.

$MSTR will follow down. And foolow up.

The fun begins after the shake out. - The Few Bets That Matter
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The Few Bets That Matter
RT @WealthyReadings: The game is sizing.

It isn't investing, nor trading.

Having a 5% position which has a 100% potential will only yield a 5% gain on your portfolio, for what is an outstanding performance.

You want to place big bets. On big names.

Anything else is a missed opportunity.
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The Few Bets That Matter
RT @WealthyReadings: $MSTR trades at $165.

It should trade at $221 relative to its $BTC holding.

It should trade at $234 with $BTC at $100,000.

And at $281 with $BTC at $120,000.

And that's only to match the value of its holding, not including any premium.
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The Few Bets That Matter
RT @WealthyReadings: $MSTR has bottomed.

$BTC is back on an uptrend.

The market will remember that AI is here to stay.

We might see a pull back short term, but the last leg started. https://t.co/R7PwxsP7R5
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The Few Bets That Matter
RT @WealthyReadings: $SLB is up another 11% today.

My trade on the name, shared 3 months ago, is up ~43%

$HAL is up 12% more today.

My trade, also shared 3 months ago, is up 125%

Both were shared for free. But energy didn't interest anyone back then, and yet both outperformed most tech. https://t.co/cGtfxi06nm
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The Few Bets That Matter
$NVDA didn’t put PCIe v6 connectors on Rubin GPUs just to look pretty.

They’re showing optimization potential. This is the next massive vertical. Optimizing hardware for energy consumption and maximum compute.

$ALAB offers this. Through PCIe v6.

Yet, the market sells the stock as it assumes optimization will be fully integrated into $NVDA GPUs, tomorrow.

Maybe someday. But not tomorrow, we're years away from this, if it ever happens.

Vera Rubin will be on volume production end of 2026 and run through 2027. So yeah, not tomorrow. Until then, optimization will come from hird-party hardware. From $ALAB. And for years.

After that, they'll offer optical and other optimizing hardware, so $ALAB has a very long and profitable path in front of himself.

The market is selling the stock on bad assumptions. Understand the overreaction. Take advantage.
https://t.co/mm3A4EAyJG
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God of Prompt
hey @grok, analyze all upcoming AI breakthroughs in 2026 using first principles thinking and research and compile into a concise bullet point list comprising of 7 key elements
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God of Prompt
RT @godofprompt: nano banana prompt:

{
"subject": {
"description": "A young woman sitting on yoga mat, wiping sweat with towel, holding water bottle",
"mirror_rules": "N/A - direct gym photo",
"age": "late 20s",
"expression": "accomplished, slight breathlessness, confident smile",
"hair": {
"color": "blonde with highlights",
"style": "high ponytail, slightly messy with flyaways from workout"
},
"clothing": {
"top": {
"type": "sports bra",
"color": "dusty rose pink",
"details": "medium support, strappy back detail, moisture visible from sweat"
},
"bottom": {
"type": "high-waisted leggings",
"color": "black with mesh panels",
"details": "ankle length, mesh cutouts on calves, compression fit"
}
},
"face": {
"preserve_original": true,
"makeup": "minimal, dewy from workout, natural flushed cheeks, no eye makeup"
}
},
"accessories": {
"headwear": {
"type": "none",
"details": "hair pulled back in scrunchie"
},
"jewelry": {
"earrings": "small diamond studs",
"necklace": "none",
"wrist": "rose gold fitness tracker, black hair ties on wrist",
"rings": "none"
},
"device": {
"type": "smartphone",
"details": "propped against dumbbell, recording workout selfie"
},
"prop": {
"type": "insulated water bottle",
"details": "matte black 32oz bottle with motivational quote sticker, condensation visible"
}
},
"photography": {
"camera_style": "gym selfie aesthetic, smartphone front camera",
"angle": "slightly above eye level, sitting position",
"shot_type": "full upper body and crossed legs, centered composition",
"aspect_ratio": "9:16 vertical",
"texture": "crisp detail, bright gym lighting, energetic feel"
},
"background": {
"setting": "modern gym studio",
"wall_color": "light gray with motivational mural",
"elements": [
"purple yoga mat laid out",
"set of dumbbells scattered nearby",
"white towel draped over shoulder",
"blurred gym equipment in background",
"large mirror reflecting back wall",
"resistance bands coiled on floor"
],
"atmosphere": "energetic, accomplished, health-focused",
"lighting": "bright overhead LED gym lighting, even coverage"
}
}
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Illiquid
$sndk $mu - looks like I can recycle my “if you missed storage and memory you should buy this” posts. https://t.co/NSE97z0JjU
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