Offshore
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Brady Long
I’ve been spending more time watching China’s tech cycle than trying to predict it.
AI, semis, clean energy, smart manufacturing → this shift is structural, not headline-driven.
What I like about $CNQQ is it behaves less like a stock pick and more like an observation layer.
You get a clean read across A-shares + Hong Kong tech leaders, especially after HK tech cooled off for ~2 months and valuations reset.
Not investment advice.
Just a useful lens if you want to see where China’s hard tech is actually compounding.
#CNQQ #ChinaTech #AI #CapitalFlows
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I’ve been spending more time watching China’s tech cycle than trying to predict it.
AI, semis, clean energy, smart manufacturing → this shift is structural, not headline-driven.
What I like about $CNQQ is it behaves less like a stock pick and more like an observation layer.
You get a clean read across A-shares + Hong Kong tech leaders, especially after HK tech cooled off for ~2 months and valuations reset.
Not investment advice.
Just a useful lens if you want to see where China’s hard tech is actually compounding.
#CNQQ #ChinaTech #AI #CapitalFlows
tweet
Offshore
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Fiscal.ai
RT @TheTranscript_: Is the TSMC CEO afraid of the competition from Intel?
"That's a formidable competitor...we don't underestimate their progress. But are we afraid of it? For 30-some years, we're always in a competition...So no, we have confidence to keep our business growing"
$TSM $INTC https://t.co/hzeADvIK3w
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RT @TheTranscript_: Is the TSMC CEO afraid of the competition from Intel?
"That's a formidable competitor...we don't underestimate their progress. But are we afraid of it? For 30-some years, we're always in a competition...So no, we have confidence to keep our business growing"
$TSM $INTC https://t.co/hzeADvIK3w
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Moon Dev
everyone keeps asking about the quant app
here is everything i know about it
wall street doesnt want to have this info
so it may not be up long https://t.co/VRbBeiBc4j
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everyone keeps asking about the quant app
here is everything i know about it
wall street doesnt want to have this info
so it may not be up long https://t.co/VRbBeiBc4j
tweet
Offshore
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The Few Bets That Matter
$PATH lost what looked like a strong support.
But the real perfect support lies at the weekly 50 around $14, just like it did during the previous leg up.
Patients won. https://t.co/apRPBeqrbe
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$PATH lost what looked like a strong support.
But the real perfect support lies at the weekly 50 around $14, just like it did during the previous leg up.
Patients won. https://t.co/apRPBeqrbe
tweet
Offshore
Video
Startup Archive
RT @perchdotapp: Jeff Bezos on the importance of long-form reading
“The general rule here is that we humans do more of anything that is made easier. So if the friction level gets reduced, we do more of that thing.”
This is why Jeff believes the Kindle is so important:
“I can tell you that the people who buy a Kindle read 4x as many books in the 12 months after they’ve bought the Kindle than they did in the 12 months prior to buying the Kindle. And the reason is we’re reducing the friction of reading”
He continues:
“I’m really excited about long-form reading because I think we humans learn different things from long-form than we can learn from short-form. When you read a novel or a biography, you actually do get to live another life, and you learn things that are unlearnable in any kind of short form — whether it be a movie or a TV show or a blog post or a song. You learn different things.”
tweet
RT @perchdotapp: Jeff Bezos on the importance of long-form reading
“The general rule here is that we humans do more of anything that is made easier. So if the friction level gets reduced, we do more of that thing.”
This is why Jeff believes the Kindle is so important:
“I can tell you that the people who buy a Kindle read 4x as many books in the 12 months after they’ve bought the Kindle than they did in the 12 months prior to buying the Kindle. And the reason is we’re reducing the friction of reading”
He continues:
“I’m really excited about long-form reading because I think we humans learn different things from long-form than we can learn from short-form. When you read a novel or a biography, you actually do get to live another life, and you learn things that are unlearnable in any kind of short form — whether it be a movie or a TV show or a blog post or a song. You learn different things.”
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Offshore
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God of Prompt
RT @godofprompt: 🚨 OpenAI's o1 proves you can make models smarter by making them "think longer" at inference not training bigger models.
DeepSeek, Google, Anthropic all pivoting to test-time compute.
Training wars are over. The inference wars just started.
Here's the paradigm shift happening right now:
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RT @godofprompt: 🚨 OpenAI's o1 proves you can make models smarter by making them "think longer" at inference not training bigger models.
DeepSeek, Google, Anthropic all pivoting to test-time compute.
Training wars are over. The inference wars just started.
Here's the paradigm shift happening right now:
tweet
Wasteland Capital
FYI, last chance to get the Gemini AI Pro half price offer, $100/year for the first year.
That’s $8.33/month and includes 2TB of Drive storage and all the other Pro benefits.
https://t.co/PCOlQzpd2w
Pretty much unbeatable.
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FYI, last chance to get the Gemini AI Pro half price offer, $100/year for the first year.
That’s $8.33/month and includes 2TB of Drive storage and all the other Pro benefits.
https://t.co/PCOlQzpd2w
Pretty much unbeatable.
Last chance for new AI and Google One members to claim this offer! Offer ends today, Jan 15, 2026 at 11:59pm PST. Terms apply. https://t.co/0VcVG4Dbk2 tweet
Moon Dev
$4.5M trade
i got fully tilted yesterday and they tried to save me
the entire chat was saying "moon dev close"
i went over what happened, last you saw i was down 40%
and on full tilt on my $4.5m short
replay with the results & yesterdays replay here: https://t.co/Aw7dcEw2RV
free api key & quant app when you join
moon dev
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$4.5M trade
i got fully tilted yesterday and they tried to save me
the entire chat was saying "moon dev close"
i went over what happened, last you saw i was down 40%
and on full tilt on my $4.5m short
replay with the results & yesterdays replay here: https://t.co/Aw7dcEw2RV
free api key & quant app when you join
moon dev
tweet
X (formerly Twitter)
Moon Dev (@MoonDevOnYT) on X
$4.5M trade
i got fully tilted yesterday and they tried to save me
the entire chat was saying "moon dev close"
i went over what happened, last you saw i was down 40%
and on full tilt on my $4.5m short
replay with the results & yesterdays replay here:…
i got fully tilted yesterday and they tried to save me
the entire chat was saying "moon dev close"
i went over what happened, last you saw i was down 40%
and on full tilt on my $4.5m short
replay with the results & yesterdays replay here:…