Moon Dev
they got the quant app

everyone who came to the stream today got the quant app for free

and they got the api key for free

dont miss tomorrows stream

ill do the same thing

its only $5, join tomorrows stream here: https://t.co/JbJdIbVuzB

moon dev
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God of Prompt
you can just claude things
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God of Prompt
RT @godofprompt: Anthropic engineers just leaked their internal AI workflow.

Turns out, 99% of people are using LLMs completely wrong.

Here are 5 techniques that separate amateurs from experts:

(Comment "Claude" and I'll DM you my complete Claude Mastery Guide) https://t.co/wXSK2A79tb
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Illiquid
Soft chemical mechanical planarization pads from a company that also makes underwear. https://t.co/LupqgdEK0B
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Dimitry Nakhla | Babylon Capital®
One of the most important innovations in $ASML history was the PAS 5500 🤖

What made it special wasn’t just performance — it was architecture: 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘭𝘪𝘵𝘩𝘰𝘨𝘳𝘢𝘱𝘩𝘺 𝘴𝘺𝘴𝘵𝘦𝘮 𝘪𝘯 𝘵𝘩𝘦 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺 𝘣𝘶𝘪𝘭𝘵 𝘸𝘪𝘵𝘩 𝘢 𝒎𝒐𝒅𝒖𝒍𝒂𝒓 𝒅𝒆𝒔𝒊𝒈𝒏, 𝘸𝘩𝘦𝘳𝘦 𝘤𝘰𝘮𝘱𝘰𝘯𝘦𝘯𝘵𝘴 𝘸𝘦𝘳𝘦 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵𝘭𝘺 𝘮𝘢𝘯𝘶𝘧𝘢𝘤𝘵𝘶𝘳𝘦𝘥 𝘢𝘯𝘥 𝘵𝘩𝘦𝘯 𝘢𝘴𝘴𝘦𝘮𝘣𝘭𝘦𝘥 𝘭𝘪𝘬𝘦 𝘱𝘶𝘻𝘻𝘭𝘦 𝘱𝘪𝘦𝘤𝘦𝘴

That modularity was powerful: 𝐭𝐡𝐞 𝐦𝐚𝐜𝐡𝐢𝐧𝐞 𝐲𝐨𝐮 𝐛𝐮𝐲 𝐢𝐬 𝐧𝐞𝐯𝐞𝐫 𝐭𝐡𝐞 𝐟𝐢𝐧𝐚𝐥 𝐩𝐫𝐨𝐝𝐮𝐜𝐭 — $ASML could continuously upgrade systems by swapping modules and improving individual components over time

And the human element matters too: 𝐌𝐚𝐫𝐭𝐢𝐧 𝐯𝐚𝐧 𝐝𝐞𝐧 𝐁𝐫𝐢𝐧𝐤 was the architect behind it, and he and his team had to navigate the geopolitical uncertainty around Operation Desert Storm to keep $IBM engaged — ultimately winning them over
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Dimitry Nakhla | Babylon Capital®
One of the most important innovations in $ASML history was the PAS 5500 🤖

What made it special wasn’t just performance — it was architecture: 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘭𝘪𝘵𝘩𝘰𝘨𝘳𝘢𝘱𝘩𝘺 𝘴𝘺𝘴𝘵𝘦𝘮 𝘪𝘯 𝘵𝘩𝘦 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺 𝘣𝘶𝘪𝘭𝘵 𝘸𝘪𝘵𝘩 𝘢 𝒎𝒐𝒅𝒖𝒍𝒂𝒓 𝒅𝒆𝒔𝒊𝒈𝒏, 𝘸𝘩𝘦𝘳𝘦 𝘤𝘰𝘮𝘱𝘰𝘯𝘦𝘯𝘵𝘴 𝘸𝘦𝘳𝘦 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵𝘭𝘺 𝘮𝘢𝘯𝘶𝘧𝘢𝘤𝘵𝘶𝘳𝘦𝘥 𝘢𝘯𝘥 𝘵𝘩𝘦𝘯 𝘢𝘴𝘴𝘦𝘮𝘣𝘭𝘦𝘥 𝘭𝘪𝘬𝘦 𝘱𝘶𝘻𝘻𝘭𝘦 𝘱𝘪𝘦𝘤𝘦𝘴

That modularity was powerful: 𝐭𝐡𝐞 𝐦𝐚𝐜𝐡𝐢𝐧𝐞 𝐲𝐨𝐮 𝐛𝐮𝐲 𝐢𝐬 𝐧𝐞𝐯𝐞𝐫 𝐭𝐡𝐞 𝐟𝐢𝐧𝐚𝐥 𝐩𝐫𝐨𝐝𝐮𝐜𝐭 — $ASML could continuously upgrade systems by swapping modules and improving individual components over time

And the human element matters too: 𝐌𝐚𝐫𝐭𝐢𝐧 𝐯𝐚𝐧 𝐝𝐞𝐧 𝐁𝐫𝐢𝐧𝐤 was the architect behind it, and he and his team had to navigate the geopolitical uncertainty around Operation Desert Storm to keep $IBM engaged — ultimately winning them over

Source: 𝘍𝘖𝘊𝘜𝘚 - 𝘛𝘩𝘦 𝘈𝘚𝘔𝘓 𝘞𝘢𝘺 by @marchijinkNRC
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Brady Long
hey @grok is my job gone?

Introducing Cowork: Claude Code for the rest of your work.

Cowork lets you complete non-technical tasks much like how developers use Claude Code. https://t.co/EqckycvFH3 - Claude
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Illiquid
The small cap we flagged at the end of this post is up 30% yesterday. 😵‍💫

https://t.co/1VqNUo4njR
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Illiquid
2026 is another year for the thematic investor. Semicap subsystems are going to be a leveraged play on a consensus long. Many names already up but one Singaporean company is starting to get noticed. https://t.co/wwcXq4VJZC
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Dimitry Nakhla | Babylon Capital®
While this would be great, I don’t think 200–300% in 5 years is an “easy” assumption🤔

$NFLX is definitely interesting here & I’ve shared my thoughts recently, but the math matters

If $NFLX hits 2028 EPS est. of $4.48 and then grows EPS at 15% CAGR from 2028–2030, you get roughly $5.92 in 2030 EPS

At a 30x multiple (essentially minimal multiple expansion), that implies a ~$178 share price — about a +98% return

To get 200–300%, you’d need materially higher earnings and/or significant multiple expansion

Possible? Sure. Yet, Unlikely

Buy and hold $NFLX for 5 years from here probably an easy 200-300% play. https://t.co/cE7GbfVQpT - Bitcoin Teej 🟧⚡️
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Illiquid
Risk on continues in Asia. CIO of DBS, SE Asia's biggest bank: "AI-related optimism is based on sound fundamentals"
https://t.co/3Wx4ewgmEY
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