The Few Bets That Matter
My portfolio has 8 positions.
This isn’t concentrated enough.
I need 5, but what on earth do I cut?

$TMDX, for obvious reasons no one seems interested in though. https://t.co/I0Pxfbkul2

$ETH & $MSTR, crypto is going higher and the mispricing is real.
https://t.co/93kyTdmP9Q
https://t.co/YCGB90Tmj3

$LULU, apparel is in an uptrend and others with similar challenges - $VSCO $AEO, have had insane performances.
https://t.co/9Qv5aQRAXt

$UIPATH, acceleration is real and agentic AI is the next massive use case with broad adoption.
https://t.co/HYV7xdbiIw

$NBIS & $ALAB, the AI build-out isn’t over, the bubble hasn’t even started.
https://t.co/e5EyQAfq5M

$BABA, China is clearly underestimated.
https://t.co/fH5MOUY6re

What. Do. I. Cut.

$TMDX hit 49 flights yesterday, a new reccord.
They only own 22 planes.

Each flight saves lives or significantly improves patients' life quality. And adoption is clealy accelerating as hospitals scale usage.

🔹~7x forward sales
🔹30%+ growth
🔹International expansion underway
🔹Transplant volumes rising
🔹Heart & lung trials ongoing
🔹High switching costs
🔹Expanding market

How does no one care about this stock? - The Few Bets That Matter
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Moon Dev
We Can Finally Short Meme Coins To 0 (this is how)
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Moon Dev
🚨 claude code changed trading https://t.co/Uzbu0ocZB4
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Fiscal.ai
If you invested $10,000 in Rocket Lab 20 months ago, you would now have...

$239,580

What a wild ride.

$RKLB https://t.co/zMgmzzHU0t
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Fiscal.ai
In 2019, Monday had 76 customers spending more than $50K per year on their software.

Today, they have nearly 4,000.

$MNDY https://t.co/JduGyeHwtv
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God of Prompt
RT @alex_prompter: I don't get why most people don't use Perplexity for deep research.

Let me show you 7 prompts that turn it into a PhD-level research assistant (and save you weeks of work): https://t.co/TCvjuxeb3k
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God of Prompt
RT @free_ai_guides: 95% of LinkedIn users saw their reach drop in 2025.

Most have no idea what to post or when.

So I built a LinkedIn Content Plan Generator Mega-Prompt that turns ChatGPT into your personal content strategist:

→ Full 30-day content calendar
→ Post formats matched to algorithm (carousels, polls, text)
→ Hooks that stop the scroll
→ Pillar-to-post breakdown
→ Optimal posting schedule for your niche
→ Engagement prompts that spark real conversations

Stop staring at blank screens. Start showing up consistently.

Comment "LinkedIn" and I'll DM it to you.

(Must be following me to receive it)
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God of Prompt
will give a free premium plan to the best comment on this reddit post https://t.co/i7iXpxHuMz

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 - God of Prompt
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God of Prompt
RT @godofprompt: R.I.P basic RAG ☠️

Graph-enhanced retrieval is the new king.

OpenAI, Anthropic, and Microsoft engineers don't build RAG systems like everyone else.

They build knowledge graphs first.

Here are 7 ways to use graph RAG instead of vector search: https://t.co/2T9q3IaRPB
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Illiquid
Japan has a near monopoly on upstream inputs in the semiconductor supply chain, e.g. wafer-grade silicon, high-purity gases, etching chemicals, precision robotics, and metrology systems. It is also often thought to have a monopoly on quirkiness. Not true! America boasts some incredibly named NFL players. 🧵

https://t.co/Ks46Z7Y8Q5
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