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Quiver Quantitative
JUST IN: A new account on Polymarket just bet $20K that China will invade Taiwan this year.
They will win $178K if correct. https://t.co/3CwvzTmBld
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JUST IN: A new account on Polymarket just bet $20K that China will invade Taiwan this year.
They will win $178K if correct. https://t.co/3CwvzTmBld
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $MSFT Quarterly Cloud Revenue ☁️ — has delivered >20% YoY growth for 12 straight quarters https://t.co/aEC66FKInG
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RT @DimitryNakhla: $MSFT Quarterly Cloud Revenue ☁️ — has delivered >20% YoY growth for 12 straight quarters https://t.co/aEC66FKInG
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Offshore
Video
God of Prompt
Jeff Weiner built LinkedIn into THE professional network.
Now he's betting your calendar is next.
Think about it. Your calendar already knows who you actually spend time with. Who matters. Who you're avoiding.
Blockit wants to unlock that with AI agents that schedule instantly. Zero back-and-forth.
When the guy who built LinkedIn says "this is the next network"... I'm listening.
Congrats @blockitAI 🔥
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Jeff Weiner built LinkedIn into THE professional network.
Now he's betting your calendar is next.
Think about it. Your calendar already knows who you actually spend time with. Who matters. Who you're avoiding.
Blockit wants to unlock that with AI agents that schedule instantly. Zero back-and-forth.
When the guy who built LinkedIn says "this is the next network"... I'm listening.
Congrats @blockitAI 🔥
BIG NEWS: Today we are launching @blockitAI -- the first AI scheduling agent that actually understands your time.
After spending my career as a partner at @sequoia, I stepped back to build this. Why?
Because I believe the calendar is the last untouched social network, and it can only now be unlocked through AI.
Our scheduling agent can handle any degree of complexity and has spread purely through virality to date.
Blockit now works for 200+ companies and has coordinated 100,000+ meetings — all with zero humans in the loop.
We're excited to emerge from stealth and announce our $5M raise from @sequoia led by Pat Grady (@gradypb) with participation from @haystackvc, @adjacent, Original, and NPV, i.e. Jeff Weiner, the former CEO of Linkedin.
Come for the agent, stay for the network — get started free today at https://t.co/9J0KjLklwv tweet
Offshore
Video
Quiver Quantitative
JUST IN: AOC on $CVS
"Health insurance gets a cut, the pharmacy benefit manager gets a cut, the drug manufacturer gets a cut, and the patient gets screwed" https://t.co/coHY9LwKre
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JUST IN: AOC on $CVS
"Health insurance gets a cut, the pharmacy benefit manager gets a cut, the drug manufacturer gets a cut, and the patient gets screwed" https://t.co/coHY9LwKre
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Offshore
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God of Prompt
RT @godofprompt: the window is closing
there's a 12-18 month gap happening right now that most people won't realize existed until it's gone.
ai is unregulated.
the tools are superhuman.
the barriers are zero.
and everyone's still asking "what prompt should i use" instead of building empires.
this is the last unpoliced frontier. no licenses. no gatekeepers. no "you need 10 years experience" bullshit.
just you, a laptop, and models smart enough to 10x anything you throw at them.
claude thinks in chains of reasoning you'd pay a consultant $500/hr for.
gemini deep research pulls from the entire internet in seconds.
notebooklm turns any document into an expert you can interrogate.
these aren't tools. they're superpowers handed out for free.
and we're complaining about rate limits.
here's what nobody's telling you:
the moment regulation kicks in... the moment ai gets "safety frameworks" and "compliance requirements"... the gap between people who learned to think with ai and people who just used ai closes forever.
right now you can build things that won't be possible to build the same way in 2 years.
you can access reasoning that will be paywalled or restricted.
you can move faster than companies with 50 lawyers reviewing every ai output.
the window isn't closing slowly. it's closing quietly.
so what do you actually do with the window?
stop prompting like you're searching google.
start thinking like a strategist.
add game theory to your prompts. ask claude to model the incentives of every player in your market. ask it what move your competitor will make after you make yours. ask it where the equilibrium settles.
suddenly you're not reacting. you're predicting.
add first principles. break every problem down to its atoms before building solutions. ask "what would this look like if we started from zero" instead of "how do we improve what exists."
most people copy. you'll invent.
add systems thinking. every input creates outputs that become inputs for something else. ask the model to map second and third order effects. ask what happens downstream when you change something upstream.
you stop solving symptoms. you start solving root causes.
the formula
game theory = anticipate moves before they happen
first principles = build solutions nobody's seen before
systems thinking = understand consequences most people miss
stack all three in your prompts and you're not using ai anymore.
you're thinking with it.
the gratitude part
i genuinely feel lucky to be alive right now.
not because ai is cool. because the opportunity is absurd.
a kid with no connections and a claude subscription can outthink an entire research team from 2015.
that's not normal. that's not permanent.
and too many people are wasting it asking chatgpt to write their emails.
the tools exist.
the window is open.
but windows close.
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RT @godofprompt: the window is closing
there's a 12-18 month gap happening right now that most people won't realize existed until it's gone.
ai is unregulated.
the tools are superhuman.
the barriers are zero.
and everyone's still asking "what prompt should i use" instead of building empires.
this is the last unpoliced frontier. no licenses. no gatekeepers. no "you need 10 years experience" bullshit.
just you, a laptop, and models smart enough to 10x anything you throw at them.
claude thinks in chains of reasoning you'd pay a consultant $500/hr for.
gemini deep research pulls from the entire internet in seconds.
notebooklm turns any document into an expert you can interrogate.
these aren't tools. they're superpowers handed out for free.
and we're complaining about rate limits.
here's what nobody's telling you:
the moment regulation kicks in... the moment ai gets "safety frameworks" and "compliance requirements"... the gap between people who learned to think with ai and people who just used ai closes forever.
right now you can build things that won't be possible to build the same way in 2 years.
you can access reasoning that will be paywalled or restricted.
you can move faster than companies with 50 lawyers reviewing every ai output.
the window isn't closing slowly. it's closing quietly.
so what do you actually do with the window?
stop prompting like you're searching google.
start thinking like a strategist.
add game theory to your prompts. ask claude to model the incentives of every player in your market. ask it what move your competitor will make after you make yours. ask it where the equilibrium settles.
suddenly you're not reacting. you're predicting.
add first principles. break every problem down to its atoms before building solutions. ask "what would this look like if we started from zero" instead of "how do we improve what exists."
most people copy. you'll invent.
add systems thinking. every input creates outputs that become inputs for something else. ask the model to map second and third order effects. ask what happens downstream when you change something upstream.
you stop solving symptoms. you start solving root causes.
the formula
game theory = anticipate moves before they happen
first principles = build solutions nobody's seen before
systems thinking = understand consequences most people miss
stack all three in your prompts and you're not using ai anymore.
you're thinking with it.
the gratitude part
i genuinely feel lucky to be alive right now.
not because ai is cool. because the opportunity is absurd.
a kid with no connections and a claude subscription can outthink an entire research team from 2015.
that's not normal. that's not permanent.
and too many people are wasting it asking chatgpt to write their emails.
the tools exist.
the window is open.
but windows close.
tweet
Offshore
Photo
Illiquid
Just hit 52 week high. One of our readers owns alot of this and Metasurface.
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Just hit 52 week high. One of our readers owns alot of this and Metasurface.
I see nobody else talking about it on fintwit but AT&S $ATS is quietly up a staggering 210% this year https://t.co/WrI5SjmF50 tweet
Offshore
Video
Quiver Quantitative
JUST IN: AOC vs. $UNH CEO
"We should consider breaking up this industry" https://t.co/SVD3Qml1ep
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JUST IN: AOC vs. $UNH CEO
"We should consider breaking up this industry" https://t.co/SVD3Qml1ep
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Offshore
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The Few Bets That Matter
FinX Darlings & Why I Am not Buying Them.
Most investors on this platform buy the same stocks. Today' I'll go over six of them and detail why I am not.
To me, those six assets don't make the cuts and aren't worth holding today. That might change tomorrow.
1. Netflix $NFLX.
$NFLX went through a massive pivot with its ~$70B bid for $WBD. Management is guiding for a strong FY26 (12% growth, 31.5% margins), but the narrative has shifted from stable cash generation to risk taking.
The market rewards safe cash generation. Adding ~$50B in debt and spending all cash and FCF available to buy legacy IP destroys the "premium" multiple investors were willing to pay for that safe cash generation.
Is it cheap? Probably. But I’m not buying until the market digests the leverage and $NFLX proves itself capable of leveraging the IPs.
Until then, $NFLX doesn't deserve its old multiples.
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FinX Darlings & Why I Am not Buying Them.
Most investors on this platform buy the same stocks. Today' I'll go over six of them and detail why I am not.
To me, those six assets don't make the cuts and aren't worth holding today. That might change tomorrow.
1. Netflix $NFLX.
$NFLX went through a massive pivot with its ~$70B bid for $WBD. Management is guiding for a strong FY26 (12% growth, 31.5% margins), but the narrative has shifted from stable cash generation to risk taking.
The market rewards safe cash generation. Adding ~$50B in debt and spending all cash and FCF available to buy legacy IP destroys the "premium" multiple investors were willing to pay for that safe cash generation.
Is it cheap? Probably. But I’m not buying until the market digests the leverage and $NFLX proves itself capable of leveraging the IPs.
Until then, $NFLX doesn't deserve its old multiples.
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Offshore
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Dimitry Nakhla | Babylon Capital®
ServiceNow trades 25x NTM FCF Est 💵
2026E: $5.39B (+20% YoY)
2027E: $6.52B (+20% YoY)
2028E: $7.69B (+18% YoY)
$NOW https://t.co/FAKpzSQpXX
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ServiceNow trades 25x NTM FCF Est 💵
2026E: $5.39B (+20% YoY)
2027E: $6.52B (+20% YoY)
2028E: $7.69B (+18% YoY)
$NOW https://t.co/FAKpzSQpXX
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Offshore
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Illiquid
A lot of everything chip related happens in Malaysia.
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A lot of everything chip related happens in Malaysia.
Many people are not aware that $INTC does much of their #AdvancedPackaging in Malaysia.
The ChipBook tracks exports of HBM from Korea to Malaysia to keep tabs on the latest Intel developments.
https://t.co/oD6GEdN2av https://t.co/M9XoUfYsdT tweet