Offshore
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Quiver Quantitative
UPDATE: Democrats now have a 78% chance of winning the House and a 36% chance of winning the Senate in 2026.
Their odds in both chambers have risen 1.5% in the last week.
Track the midterms live here:
https://t.co/0xtPLLSlzx https://t.co/Vvsd0fw0gz
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UPDATE: Democrats now have a 78% chance of winning the House and a 36% chance of winning the Senate in 2026.
Their odds in both chambers have risen 1.5% in the last week.
Track the midterms live here:
https://t.co/0xtPLLSlzx https://t.co/Vvsd0fw0gz
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Offshore
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Dimitry Nakhla | Babylon Capital®
Amazon remains one of Anthropic’s largest backers with roughly a 15% - 18% ownership stake, and Anthropic’s revenue run-rate has more than doubled to >$9B by the end of 2025 as enterprise adoption accelerates.
$AMZN
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Amazon remains one of Anthropic’s largest backers with roughly a 15% - 18% ownership stake, and Anthropic’s revenue run-rate has more than doubled to >$9B by the end of 2025 as enterprise adoption accelerates.
$AMZN
“Claude is incredible. Anthropic made a huge leap in coding and reasoning. Nvidia uses it all over. Every software company needs to use it," NVIDIA, $NVDA, CEO said. https://t.co/bf7HMOIxbH tweet
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God of Prompt
RT @godofprompt: 50% = the model you use
50% = your prompt
interesting research.
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RT @godofprompt: 50% = the model you use
50% = your prompt
interesting research.
MIT tested 1,900 people on AI performance.
50% was the model.
50% was the prompt.
Your skill matters as much as the model itself. https://t.co/b43Q9l16bM tweet
Moon Dev
private zoom
our private zoom is tomorrow where you will be able to look over a real quants shoulder
if you want to learn exactly how to automate your trading
be there. spots are limited though.
see if there is still a ticket: https://t.co/JbJdIbW2p9
moon dev
tweet
private zoom
our private zoom is tomorrow where you will be able to look over a real quants shoulder
if you want to learn exactly how to automate your trading
be there. spots are limited though.
see if there is still a ticket: https://t.co/JbJdIbW2p9
moon dev
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Illiquid
Singaporean pawnbroker / gold retailer. Received approval for uplisting to the main board this morning. This is roughly the same performance ytd as Micron btw. https://t.co/ubcQfrYBG9
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Singaporean pawnbroker / gold retailer. Received approval for uplisting to the main board this morning. This is roughly the same performance ytd as Micron btw. https://t.co/ubcQfrYBG9
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God of Prompt
True?
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True?
@godofprompt DO NOT USE THE API WITH CLAWDBOT
Get a subscription and share the key - way more cost efficient. tweet
X (formerly Twitter)
Mentis 🇦🇺 (@adam_x_mentis) on X
@godofprompt DO NOT USE THE API WITH CLAWDBOT
Get a subscription and share the key - way more cost efficient.
Get a subscription and share the key - way more cost efficient.
Offshore
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Dimitry Nakhla | Babylon Capital®
Perhaps a contrarian rotation worth revisiting over the next few years: modestly trimming semiconductor exposure and reallocating toward some of the strongest, widest-moat software businesses.
Ironically, SaaS and semiconductor multiples have essentially swapped.
SaaS multiples today resemble where semis traded a few years ago — and semis now trade closer to where SaaS once did.
Of course, timing is never perfect, and semiconductors could continue to run amid strong demand and supply constraints. Still, it’s a rotation worth keeping an eye on.
$ASML $NVDA $LRCX $KLAC $NOW $CSU $CRM $SMH $IGV
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Perhaps a contrarian rotation worth revisiting over the next few years: modestly trimming semiconductor exposure and reallocating toward some of the strongest, widest-moat software businesses.
Ironically, SaaS and semiconductor multiples have essentially swapped.
SaaS multiples today resemble where semis traded a few years ago — and semis now trade closer to where SaaS once did.
Of course, timing is never perfect, and semiconductors could continue to run amid strong demand and supply constraints. Still, it’s a rotation worth keeping an eye on.
$ASML $NVDA $LRCX $KLAC $NOW $CSU $CRM $SMH $IGV
$IGV Software vs. $SMH Semiconductors - the most oversold in history.
We broke it all down in the latest CappNotes piece. Link in profile. 👆 https://t.co/zekay9AAMt tweet
Offshore
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God of Prompt
RT @alex_prompter: CLAWDBOT TL;DR
———
WHAT IS IT
open-source AI assistant you self-host
> lives in Telegram, WhatsApp, Discord, Slack
> runs 24/7 on your own server
> remembers your conversations forever
> actually does things (sends emails, manages files, browses web)
> messages YOU first with updates
think: personal Jarvis you text like a friend
———
WHY SELF-HOST
> your data stays on your server
> no monthly subscription limits
> customize everything
> way cheaper than human VA ($500-2000/mo)
———
WHAT IT COSTS
~$30-50/month total
> $5/mo server (Hetzner CX22)
> $20/mo Claude Pro or pay-per-use API ($5/$25 per 1M tokens)
> web search free (Brave) or $10 one-time (Exa)
———
WHAT YOU NEED
> a $5/mo linux server (Hetzner, DigitalOcean, etc)
> Anthropic API key or Claude Pro subscription
> Telegram/WhatsApp/Discord account
> 30-45 min to set up
———
THE GOTCHA
security. a 24/7 AI with shell access can be hijacked.
> run security audit before deploying
> enable sandbox mode
> never add to group chats
———
QUICK START
docs: https://t.co/y8I2dMH6rH
install: curl -fsSL https://t.co/nBCQvKvR4p | bash
setup wizard: clawdbot onboard –install-daemon
———
WHAT PEOPLE USE IT FOR
> morning briefings (calendar, emails, news)
> research on autopilot
> managing inbox
> reminders that actually work
> voice commands
> automating repetitive tasks
———
https://t.co/cYyf8xvG8l
tweet
RT @alex_prompter: CLAWDBOT TL;DR
———
WHAT IS IT
open-source AI assistant you self-host
> lives in Telegram, WhatsApp, Discord, Slack
> runs 24/7 on your own server
> remembers your conversations forever
> actually does things (sends emails, manages files, browses web)
> messages YOU first with updates
think: personal Jarvis you text like a friend
———
WHY SELF-HOST
> your data stays on your server
> no monthly subscription limits
> customize everything
> way cheaper than human VA ($500-2000/mo)
———
WHAT IT COSTS
~$30-50/month total
> $5/mo server (Hetzner CX22)
> $20/mo Claude Pro or pay-per-use API ($5/$25 per 1M tokens)
> web search free (Brave) or $10 one-time (Exa)
———
WHAT YOU NEED
> a $5/mo linux server (Hetzner, DigitalOcean, etc)
> Anthropic API key or Claude Pro subscription
> Telegram/WhatsApp/Discord account
> 30-45 min to set up
———
THE GOTCHA
security. a 24/7 AI with shell access can be hijacked.
> run security audit before deploying
> enable sandbox mode
> never add to group chats
———
QUICK START
docs: https://t.co/y8I2dMH6rH
install: curl -fsSL https://t.co/nBCQvKvR4p | bash
setup wizard: clawdbot onboard –install-daemon
———
WHAT PEOPLE USE IT FOR
> morning briefings (calendar, emails, news)
> research on autopilot
> managing inbox
> reminders that actually work
> voice commands
> automating repetitive tasks
———
https://t.co/cYyf8xvG8l
https://t.co/unM855Crkr tweet