Illiquid
$9998.hk announced its $96m contract win to the market last Friday. They actually bother to announce these wins, pay for PR in the national broadsheet, and pay a decent (if still conservative) dividend.
https://t.co/4nG3OhmItr
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$9998.hk announced its $96m contract win to the market last Friday. They actually bother to announce these wins, pay for PR in the national broadsheet, and pay a decent (if still conservative) dividend.
https://t.co/4nG3OhmItr
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Offshore
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Illiquid
Alot of attention on $acmr but the American subsystem companies have been no slouch either. $uctt $ichr $mksi https://t.co/HfuQ39rcc6
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Alot of attention on $acmr but the American subsystem companies have been no slouch either. $uctt $ichr $mksi https://t.co/HfuQ39rcc6
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Offshore
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Brady Long
Google launched a vibe coding platform that just wiped out most paid app builders.
You can build AI-powered web apps and use them instantly.
No subscriptions, no fee, no paywall.
Here's how to access it 👇 https://t.co/UaDFx0PwvA
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Google launched a vibe coding platform that just wiped out most paid app builders.
You can build AI-powered web apps and use them instantly.
No subscriptions, no fee, no paywall.
Here's how to access it 👇 https://t.co/UaDFx0PwvA
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Offshore
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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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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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Offshore
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Moon Dev
free quant app
today in the live im going to be giving the quant app for free
and doing a walk through of why i think it's useful
so you get the live stream, live chat, the replay, the replay for yesterdays stream, a free api key & quant app free
all for $5
if there is still a ticket left: https://t.co/Aw7dcEw2RV
see you anytime from 7-10est
if you get in before the end, you get everything
moon
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free quant app
today in the live im going to be giving the quant app for free
and doing a walk through of why i think it's useful
so you get the live stream, live chat, the replay, the replay for yesterdays stream, a free api key & quant app free
all for $5
if there is still a ticket left: https://t.co/Aw7dcEw2RV
see you anytime from 7-10est
if you get in before the end, you get everything
moon
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God of Prompt
OpenAI and Google engineers leaked these automation patterns that separate amateurs from pros.
I've been using insider knowledge from actual AI architects for 8 months. The difference is insane.
Here are 8 patterns they don't want you to know (but I'm sharing anyway):
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OpenAI and Google engineers leaked these automation patterns that separate amateurs from pros.
I've been using insider knowledge from actual AI architects for 8 months. The difference is insane.
Here are 8 patterns they don't want you to know (but I'm sharing anyway):
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Offshore
Photo
Moon Dev
HLP turned $1,000 to $118,189,000
so i set my node up to watch every single trade
so i can reverse engineer it
going over the insights now on live https://t.co/5x82vUTYYc
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HLP turned $1,000 to $118,189,000
so i set my node up to watch every single trade
so i can reverse engineer it
going over the insights now on live https://t.co/5x82vUTYYc
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Offshore
Video
Moon Dev
I don’t think people understand the magnitude of being able to see other people’s positions
3 years ago this was not possible
Now I have a private node for the community to get all the hyperliquid data
And we can all see everyone else’s positions
Wall Street hates me for giving away these api keys for free when you come to my zoom streams
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I don’t think people understand the magnitude of being able to see other people’s positions
3 years ago this was not possible
Now I have a private node for the community to get all the hyperliquid data
And we can all see everyone else’s positions
Wall Street hates me for giving away these api keys for free when you come to my zoom streams
tweet
Offshore
Photo
God of Prompt
AI agents are dying. Prompting is evolving. MCP is rewriting the rules.
I'm moderating a panel at AI Skills'2026 to break down what's dead vs. what's next.
Jan 22. 3,000+ attendees. 4+ hours. Free.
Save your free seat: https://t.co/T3LxdWm0DL https://t.co/pb98xxBBUY
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AI agents are dying. Prompting is evolving. MCP is rewriting the rules.
I'm moderating a panel at AI Skills'2026 to break down what's dead vs. what's next.
Jan 22. 3,000+ attendees. 4+ hours. Free.
Save your free seat: https://t.co/T3LxdWm0DL https://t.co/pb98xxBBUY
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AkhenOsiris
$DDOG
Goldman Sachs assumes Datadog with Sell from Buy and $113 target.
"We assume coverage on Datadog with a Sell (from Buy) and 14% downside to our 12-month price target of $113. We view Datadog as one of the most complete platforms in Observability with a strong track record of delivering customer value, and the Observability TAM is fragmented so many companies can win. However, we expect 2026 to be a year where competition intensifies and customers are more focused on observability budget optimization, which is likely to pressure Datadog’s fundamentals. Specifically: 1) AI adoption drives an increase in data volume and cardinality (unique dimensions per signal), likely prompting customers to revisit their observability strategy; 2) competitors such as Grafana, Clickhouse and Chronosphere (pending acquisition by Palo Alto Networks) are increasingly focused on capturing share in observability by optimizing customer observability budgets, including via driving lower Datadog bills; we think CrowdStrike and Snowflake (announced plans to acquire Observe on 1/8) could also choose to compete more intensely; 3) our industry conversations at AWS Reinvent in December 2025 suggest a heightened focus from Amazon to capture share of cloud observability budgets. Taken together, we expect the industry to evolve to a more deflationary architecture: Datadog will likely either have to innovate into a more efficient tech stack and pricing model, or will capture less share. While we do not take a view on any particular quarter, we expect these dynamics to drive slowing revenue growth and increased opex or M&A intensity, and weigh on the stock’s multiple."
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$DDOG
Goldman Sachs assumes Datadog with Sell from Buy and $113 target.
"We assume coverage on Datadog with a Sell (from Buy) and 14% downside to our 12-month price target of $113. We view Datadog as one of the most complete platforms in Observability with a strong track record of delivering customer value, and the Observability TAM is fragmented so many companies can win. However, we expect 2026 to be a year where competition intensifies and customers are more focused on observability budget optimization, which is likely to pressure Datadog’s fundamentals. Specifically: 1) AI adoption drives an increase in data volume and cardinality (unique dimensions per signal), likely prompting customers to revisit their observability strategy; 2) competitors such as Grafana, Clickhouse and Chronosphere (pending acquisition by Palo Alto Networks) are increasingly focused on capturing share in observability by optimizing customer observability budgets, including via driving lower Datadog bills; we think CrowdStrike and Snowflake (announced plans to acquire Observe on 1/8) could also choose to compete more intensely; 3) our industry conversations at AWS Reinvent in December 2025 suggest a heightened focus from Amazon to capture share of cloud observability budgets. Taken together, we expect the industry to evolve to a more deflationary architecture: Datadog will likely either have to innovate into a more efficient tech stack and pricing model, or will capture less share. While we do not take a view on any particular quarter, we expect these dynamics to drive slowing revenue growth and increased opex or M&A intensity, and weigh on the stock’s multiple."
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