Offshore
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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 👇 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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Offshore
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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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Offshore
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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:
→ shows its work
→ cites sources
→ revises conclusions in real time

I tested it across real prediction tasks 👇 https://t.co/oyOHfEN8qL
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Offshore
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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:

→ 6-part framework that works every time
→ Fill-in-the-blank sections
→ Works for any task or industry
→ 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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Offshore
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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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Offshore
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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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The Few Bets That Matter
I don’t see how this is a bad take.

You could argue more people would succeed with all in this than by diversifying into 30 stocks they don’t know or follow well enough.

Not everyone has the time to build this kind of conviction or the stomach to hold them.

But yeah.

"Concentration makes wealth. Period."

You don’t need the next $PLTR.
You just need stocks that outperform $SPY.

That doesn’t mean everyone will succeed.
But everyone doesn't succeed stock picking.

And it doesn’t mean everyone should do it.
But it is factually accurate.

My take? I did it.

I went $35k to $10M in 21 months (286x) going all in 1 stock at a time - no options, no margin, no crypto. And shared every trade live on Reddit as "Sir Jack".

Concentration makes wealth. Period.

Most people want to make life-changing money, not 7%.

They also need simplicity.

People are dumb.

Swing trading 1 stock at a time focuses research, concentrates gains, and avoids getting rugged.

It's the best way to get started actively trading.

I full endorse it.

(also the fund manager stat is stupid af bc it's much different trading your $1000 vs millions in AUM)
- Kevin Xu
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The Few Bets That Matter
Everyone will tell you to shut up.
That you’re not the next Buffett or Druckenmiller.

They wouldn’t exist if they had listened to those telling them they weren’t the next Graham.

You need to get shit done to become someone.
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