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Illiquid
I have one reader who is almost certainly a billionaire who pays the annual subscription every time he wants to read a post (why and how??). Another went hunting for a coupon for a monthly sub despite the fact the much cheaper annual option is a rounding error.

Reminder: Bill Ackman used a 30% off coupon to subscribe to substack https://t.co/1DuNGBwA96
- AutoAdmit
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God of Prompt
RT @godofprompt: I collected every NotebookLM prompt that went viral on Reddit, X, and research communities.

These turned a "cool AI toy" into a research weapon that does 10 hours of work in 20 seconds.

16 copy-paste prompts. Zero fluff.

Steal them all πŸ‘‡ https://t.co/xRiTcsUnHi
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The Few Bets That Matter
The biggest issue with X algorithm update isn't that it focuses on quality.

It's that quality isn't users are looking for.
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Fiscal.ai
ASML v. Taiwan Semiconductor

If you could only own one of these businesses for the next decade, which would it be?

$ASML $TSM https://t.co/9WpRxmy2jc
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Brady Long
Most AI models try to win by being bigger.

MiroThinker 1.5 by @miromind_ai wins by being smarter.

It’s a 30B-parameter model that reasons like a researcher:
β†’ shows its work
β†’ cites sources
β†’ revises conclusions in real time

I tested it across real prediction tasks πŸ‘‡ https://t.co/oyOHfEN8qL
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God of Prompt
RT @free_ai_guides: I should charge $99 for this.

But I'm giving away my ChatGPT Mega-Prompt Template for free.

It lets you build expert-level prompts in under 2 minutes:

β†’ 6-part framework that works every time
β†’ Fill-in-the-blank sections
β†’ Works for any task or industry
β†’ Tested on 10,000+ prompts

Comment "Template" and I'll DM it to you.
(Must be following me to receive it)
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Moon Dev
🚨 quant app is now free for the private stream https://t.co/h0QIzbdKJ9
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The Few Bets That Matter
$LULU has the exact same pattern as $AEO & $VSCO.

Same challenges.
Same playbook.
Same price action.

Since then, one is up 114% and the other 234%. https://t.co/omoXLNPZpR
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Fiscal.ai
Alexandria Real Estate is in its largest drawdown ever.

The life sciences REIT is -76% from its 2021 highs

$ARE https://t.co/nxO0aGacQw
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The Few Bets That Matter
Ranking my portfolio per expected returns this year.

1. $PATH
2. $NBIS
3. $ALAB
4. $MSTR
5. $ETH
6. $TMDX
7. $LULU
8. $BABA
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