Offshore
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The Few Bets That Matter
$NVO is up ~36% from the lows.
But you didn’t miss anything.
Waiting for confirmation is one of the most important investor skills, and we’re only starting to see early signs here.
If a real uptrend comes, there'll be chances to buy again in the $50s.
No rush.
Many look smart today after spamming the ticker for a year. Truth is, most positions are under water, deep, built since the $90s.
A 20% gain on the last buy isn't a 20% gain on the position.
Now we’re seeing constructive signals.
Those are backed by fundamentals
Now optimism starts to make sense.
Now we can start talking about buying.
Buying before confirmation is useles, here's why 👇
https://t.co/usu7Mj56iQ
tweet
$NVO is up ~36% from the lows.
But you didn’t miss anything.
Waiting for confirmation is one of the most important investor skills, and we’re only starting to see early signs here.
If a real uptrend comes, there'll be chances to buy again in the $50s.
No rush.
Many look smart today after spamming the ticker for a year. Truth is, most positions are under water, deep, built since the $90s.
A 20% gain on the last buy isn't a 20% gain on the position.
Now we’re seeing constructive signals.
Those are backed by fundamentals
Now optimism starts to make sense.
Now we can start talking about buying.
Buying before confirmation is useles, here's why 👇
https://t.co/usu7Mj56iQ
tweet
Offshore
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The Few Bets That Matter
$BABA is up ~100% since my first write up.
I detail why it could run another 100% on this one.
https://t.co/EciKxOJkVv
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$BABA is up ~100% since my first write up.
I detail why it could run another 100% on this one.
https://t.co/EciKxOJkVv
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Offshore
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God of Prompt
RT @godofprompt: 🚨 AI reasoning models are lying to you and the evidence is terrifying.
Anthropic just proved that longer thinking doesn't mean better thinking.
It's called "Inverse Scaling in Test-Time Compute," and it's already corrupting every AI decision in production.
Here's the science behind why reasoning models fails (and when to never trust it):
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RT @godofprompt: 🚨 AI reasoning models are lying to you and the evidence is terrifying.
Anthropic just proved that longer thinking doesn't mean better thinking.
It's called "Inverse Scaling in Test-Time Compute," and it's already corrupting every AI decision in production.
Here's the science behind why reasoning models fails (and when to never trust it):
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Offshore
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The Few Bets That Matter
$AEO returned 133% in 17 weeks despites large fundamental challenges, an unwanted sector and many other obstacle.
But it had a great pattern. And potential.
$LULU is in the exact same situation today, getting really close to my buying target.
Could it be that simple? https://t.co/39YLZtZyqM
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$AEO returned 133% in 17 weeks despites large fundamental challenges, an unwanted sector and many other obstacle.
But it had a great pattern. And potential.
$LULU is in the exact same situation today, getting really close to my buying target.
Could it be that simple? https://t.co/39YLZtZyqM
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God of Prompt
Prompt engineering is an important skill
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Prompt engineering is an important skill
I'm an engineer at Lovable and I spent the holidays improving our system prompt.
Lovable is now 4% faster and a lot better at creating good designs. The crazy part is that this also ended up decreasing our LLM costs by $20M per year!
Below is how I did it. tweet
X (formerly Twitter)
Benjamin Verbeek (@benjaminvrbk) on X
I'm an engineer at Lovable and I spent the holidays improving our system prompt.
Lovable is now 4% faster and a lot better at creating good designs. The crazy part is that this also ended up decreasing our LLM costs by $20M per year!
Below is how I did…
Lovable is now 4% faster and a lot better at creating good designs. The crazy part is that this also ended up decreasing our LLM costs by $20M per year!
Below is how I did…
Offshore
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Quiver Quantitative
BREAKING: Representative Bill Foster has signed the discharge petition to force a vote on a congressional stock trading ban.
Now at 77 signatures. https://t.co/2m1zGTSFkM
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BREAKING: Representative Bill Foster has signed the discharge petition to force a vote on a congressional stock trading ban.
Now at 77 signatures. https://t.co/2m1zGTSFkM
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Offshore
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God of Prompt
someone on reddit called us a scam today
cool
let me tell you what “scamming” looks like behind the scenes apparently
we have 7 prompt engineers on payroll. actual humans. actual salaries. they wake up every day and build prompts from scratch. test them. break them. rebuild them. document them.
we spent months developing a repeatable prompt format. people laugh at that. “why does every prompt look the same”
because thats the whole point
you know how mcdonalds has their “secret sauce”? its not really secret. everyone knows whats in it. but its consistent. its reliable. you know exactly what youre getting every single time
thats what we built
every prompt has an “information about me” section with variables. same structure. same logic. same place to edit your context
and heres where it gets interesting
our new website design will extract those variables automatically. youll edit them in a clean interface instead of digging through the prompt itself. eventually youll save your profile once and every prompt auto-fills your context
thats not a scam. thats infrastructure. thats r&d budget. thats developers and designers and months of iteration
but heres the thing nobody tells you about building something real
with success comes the weekly attacks
hackers trying to breach our systems. copycats cloning our products. people writing hit pieces. fake reviews. impersonators in dms
its exhausting honestly
some weeks i question if its worth it
then i remember the thousands of people who actually use our stuff. who send thank you messages. who built businesses with our prompts. who learned prompt engineering because we made it accessible
thats real
so if you have 2 minutes and want to help
go to this thread and let them know we aint scammers. you dont have to be aggressive. just honest
https://t.co/tE5plVy5zG
appreciate every single one of you who stuck with me through the noise
tweet
someone on reddit called us a scam today
cool
let me tell you what “scamming” looks like behind the scenes apparently
we have 7 prompt engineers on payroll. actual humans. actual salaries. they wake up every day and build prompts from scratch. test them. break them. rebuild them. document them.
we spent months developing a repeatable prompt format. people laugh at that. “why does every prompt look the same”
because thats the whole point
you know how mcdonalds has their “secret sauce”? its not really secret. everyone knows whats in it. but its consistent. its reliable. you know exactly what youre getting every single time
thats what we built
every prompt has an “information about me” section with variables. same structure. same logic. same place to edit your context
and heres where it gets interesting
our new website design will extract those variables automatically. youll edit them in a clean interface instead of digging through the prompt itself. eventually youll save your profile once and every prompt auto-fills your context
thats not a scam. thats infrastructure. thats r&d budget. thats developers and designers and months of iteration
but heres the thing nobody tells you about building something real
with success comes the weekly attacks
hackers trying to breach our systems. copycats cloning our products. people writing hit pieces. fake reviews. impersonators in dms
its exhausting honestly
some weeks i question if its worth it
then i remember the thousands of people who actually use our stuff. who send thank you messages. who built businesses with our prompts. who learned prompt engineering because we made it accessible
thats real
so if you have 2 minutes and want to help
go to this thread and let them know we aint scammers. you dont have to be aggressive. just honest
https://t.co/tE5plVy5zG
appreciate every single one of you who stuck with me through the noise
tweet
Offshore
Photo
Quiver Quantitative
JUST IN: Another brand new account on Polymarket just bet $30K that Trump will acquire Greenland this year.
They will win almost $200K if they are correct.
Insider or gambler? https://t.co/Pd96zwGKom
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JUST IN: Another brand new account on Polymarket just bet $30K that Trump will acquire Greenland this year.
They will win almost $200K if they are correct.
Insider or gambler? https://t.co/Pd96zwGKom
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Fiscal.ai
RT @BradoCapital: Other than portfolio management features (cooking some ideas here)...
What are the top things missing from @fiscal_ai that you are going to other platforms for?
What do you want feature wise on the Terminal this quarter?
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RT @BradoCapital: Other than portfolio management features (cooking some ideas here)...
What are the top things missing from @fiscal_ai that you are going to other platforms for?
What do you want feature wise on the Terminal this quarter?
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