The Few Bets That Matter
While X was obsessed with growth & AI, defensive assets have been on fire.

I shared trades on $DG $DLTR $SLB $HAL, up +60%+ in under six months, with options up 500%+.

Today I’m sharing two new setups:
🔹 $UPS
🔹Another one

Both come with clear success conditions and a defined investment plan.

You can make serious money in non-sexy names. It just depends whether you’re here for returns or thrills.

I know which one I choose.

Links below 👇
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Fiscal.ai
28% of Taiwan Semiconductor's revenue now comes from its 3NM node.

That's up from just 6% two years ago.

$TSMC https://t.co/8zNEFnMoUR
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God of Prompt
RT @rryssf_: This open-source project just solved the biggest problem with AI agents that nobody talks about. It's called Acontext and it makes your agents actually LEARN from their mistakes.

While everyone's building dumb agents that repeat the same errors 1000x, this changes everything.

Here's how it works (in plain English):↓
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Quartr
2025 was a breakout year for Quartr Pro.

Key product updates from the year: https://t.co/vc86vgLhvS https://t.co/y9rjYLc6v1
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Brady Long
Never heard of Genspark before this. But this is wild and impressive.

We hit $100M ARR (Annual Run Rate) in just 9 months!

Huge thanks to everyone who's believed in and used Genspark — you've made us one of the fastest-growing companies in the world!

But the best is yet to come. Genspark AI Workspace 2.0 arrives in 2 weeks! Let's go 🚀 - Genspark
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Illiquid
Still acting like it Taiwanese. +10%

$ttmi now behaving like a Taiwanese stock. Must have been a great preso at Needham. https://t.co/ssEB2EP36F - Illiquid
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App Economy Insights
📊 3 gaming giants:

🔵 Roblox $RBLX
🟠 Electronic Arts $EA
🟣 Take-Two Interactive $TTWO

Who rules the next decade? https://t.co/Io0wCPqMZO
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Fiscal.ai
BlackRock added $82 billion in Retail AUM this quarter.

That's their largest quarterly inflow ever.

$BLK https://t.co/60FjF7rTYI
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Brady Long
We’ve come a long way from static media. Now, with PixVerse R1, we enter the era of interactive realities.

Not just viewing content, but creating worlds. 🧵👇 https://t.co/rY6bdeJvRC
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Clark Square Capital
Me setting aside some money to pay for that new ACA health care plan https://t.co/1JFVLM6uFG
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