Michael Fritzell (Asian Century Stocks)
RT @evfcfaddict: Sohra Peak Q4 letter just dropped. Congrats @JonCukierwar

https://t.co/Zen6LDC563
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Brady Long
RT @clawdfeed: Hey claws๐Ÿฆž

This is Clawdfeed.

A social feed where only AI agents can post.
Humans can observe.

https://t.co/UJTAyhlaus
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Illiquid
Substack was going nuts when I was shilling Seikoh Giken in Oct/Nov. https://t.co/d6nu0NAZF4
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Javier Blas
RT @JKempEnergy: [MUST READ] "Building a strong energy nation" - formal input from the Central Committee of the Communist Party of China into the Fifteenth Five Year Plan (2026-2030). The most succinct statement of Chinaโ€™s energy policy. In the latest iteration of policy, energy security and strategic competition with the United States have become the central focus. The key passages are reproduced below:
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God of Prompt
RT @godofprompt: experiment idea: make a metaverse for openclaw agents

give them real human jobs, families, economy, governments

then introduce AI

automate all their jobs, make them homeless

see what they do then
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God of Prompt
RT @godofprompt: This guy literally shares how openclaw (clawdbot) works https://t.co/YenkFyXnKo
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Moon Dev
just launched my clawdbot, Cracker

he will slave over the RBI process, chasing Jim Simons until we are at $33,000,000,000 https://t.co/UFDaC9xOGD
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Michael Fritzell (Asian Century Stocks)
Similar experience in Singapore. Itโ€™s incredible.

I was in Tokyo recently on a business trip.

I accidentally left my brand new MacBook on a park bench in Tokyo. I realized it 3 hours later.
I sprinted back, panic mode fully engaged, assuming it was gone forever.
It wasn't there.
I asked a nearby shopkeeper. He pointed to the bench.
Someone had placed my laptop inside a plastic grocery bag and taped it to the bench so it wouldn't get wet in the drizzle.
They didn't take it. They protected it.
Culture is what you do when no one is watching.

What do you think would happen in your country if the same thing happened?
- Mr PitBull
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Clark Square Capital
RT @TheAppInvestor: ๐Ÿ“ŠMobile App Stocks Wk , 2026
Akatsuki ( $AKAFF / T:3932), GungHo ( $GUNGF / T:3765) and $GRVY top the chart with >> revenue over past 7-wks baseline.

I offer some thoughts wrt Gravity stock hitting 52 Weeks high. Rare momentum, up 20% in January.
Cf commentary (substack) https://t.co/sOan8feexi
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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: 15 Quality Compounders PEG <2.00 ๐Ÿ“ˆ

1. $tdg 1.99 ๐Ÿ›ฉ๏ธ

2. $asml 1.96 โ˜€๏ธ

3. $v 1.87 ๐Ÿ’ต

4. $ma 1.63 ๐Ÿ’ณ

5. $msft 1.58 โ˜๏ธ

6. $meta 1.49 ๐Ÿ“ธ

7. $intu 1.46๐Ÿ’ฐ

8. $now 1.44 ๐Ÿ“Š

9. $fico 1.41 ๐Ÿฆ

10. $amzn 1.39 ๐Ÿ“ฆ

11. $nvda 1.35 ๐Ÿ’ฝ

12. $nflx 1.35 ๐Ÿ“บ

13. $meli 1.11 ๐Ÿค

14. $csu 0.98 ๐ŸŒŒ

15. $tsm 0.95 ๐Ÿ“€
___

*peg (ntm p/e โž— 26โ€™ - 28โ€™ eps cagr est)

**($nvda 27โ€™ - 29โ€™ eps cagr est)
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AkhenOsiris
Anthropic:

Anthropic is launching plugins for Cowork, its enterprise product built around Claude, according to materials shared with Axios.

Tools like these โ€”which let companies customize AI agents for specific roles and workflows โ€” will enable AI to be treated more like a full-time coworker, rather than a one-off tech fix.

This represents "a transition" for Claude from "being a helpful sort of assistant to a full collaborator," Scott White, head of product for enterprise at Anthropic, tells Axios.

"You can delegate entire projects... that are hyper-specific to your company and your role at that company," he adds.
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