The Few Bets That Matter
My Investing Playbook
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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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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.

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 - Google Gemini
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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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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $MSFT trades at an attractive PEG ☁️

NTM P/E ~27x

2026 EPS➡️ $16.25 (+19%)
2027 EPS ➡️ $18.75 (+15%)
2028 EPS ➡️ $22.31 (+19%)

CAGR at various multiples assuming 2028 EPS Estimates of $22.31:

30x | +17.3%
29x | +15.7%
28x | +14.1%
27x | +12.5%
26x | +10.8% https://t.co/QDoujvU7Fy
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God of Prompt
RT @rryssf_: Sergey Brin accidentally revealed something wild:

"All models do better if you threaten them with physical violence. But people feel weird about that, so we don't talk about it."

Now researchers have the data proving he's... partially right?

Here's the full story: https://t.co/icoO8kMySX
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Brady Long
What happens to our narratives, social interactions, and memory if file formats vanish? And the world exists as a continuously evolving “process”?

I honestly don't know. But this is so cool. PixVerse R1

Not a product, but a new foundation of what's possible:

An interactive, inheritable, infinitely derivable layer of visual reality.

#PixVerseR1 #PixVerse @PixVerse_

Video just became a world.
Meet PixVerse R1. First Real-time World Model.
Infinite. Continuous. Alive.
Want to experience R1 before everyone else?
RT+Reply+Follow = Invite Code (300 Random Pick)+500 Cred (72H ONLY) in DMs https://t.co/Gcx08la69M - PixVerse
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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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God of Prompt
he did it again

https://t.co/vj8BLP1eB9 - Machina
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God of Prompt
thanks for all the wishes

will work my butt off to share with you some real sauce

it’s my birthday today 🎂

all i want is @claudeai MAX for a year

this would the best birthday gift

@AnthropicAI 🎈 - God of Prompt
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God of Prompt
RT @free_ai_guides: Never run out of tweet ideas again.

This prompt gives you 30 at once:

→ Questions (to provide value)
→ Misconceptions (to grab attention)
→ Trust-builders (to create fans)

Tailored to YOUR audience and positioning.

Comment "Ideas" and I'll DM the prompt. https://t.co/XELI8VPYBU
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Dimitry Nakhla | Babylon Capital®
RT @LDiscernment: $FTAI was a good bet at $150

I'm late to the game here, but I recently went long $FTAI ($150). I had heard chatter about the name previously but was unfamiliar with the industry. After studying Crane Co, I accidentally discovered FTAI and realized the inherent advantages in the aircraft parts industry. Seems like FTAI could be mis-priced, even after the rebound from the short report. - Kairos Investment Research ♟️
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God of Prompt
best way to learn prompts

https://t.co/vj8BLP1eB9 - Machina
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