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Benjamin Hernandez😎
Cracked the biotech sympathy play timing
3 FDA approvals this week = 11 sympathy runners. Mapped 28 historical examples—they peak on day 4-5 then crash 40%
We're on day 2. Peak indicators + exit signals pinned
$SOC $ASST $OPEN $RADX https://t.co/eLtPLDm18T
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Cracked the biotech sympathy play timing
3 FDA approvals this week = 11 sympathy runners. Mapped 28 historical examples—they peak on day 4-5 then crash 40%
We're on day 2. Peak indicators + exit signals pinned
$SOC $ASST $OPEN $RADX https://t.co/eLtPLDm18T
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Offshore
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God of Prompt
vertex AI just leaked "fennec" in an error log
claude sonnet 5 reportedly drops tomorrow
the rumored specs:
> 50% cheaper than opus 4.5
> still 1M context window but faster
> can spawn parallel sub-agents from terminal
> allegedly hitting 80.9% on SWE-bench
the wildest part: "dev team mode" where you give a brief and agents build the full feature autonomously
treat this as unverified.
but if real, coding agents just changed overnight.
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vertex AI just leaked "fennec" in an error log
claude sonnet 5 reportedly drops tomorrow
the rumored specs:
> 50% cheaper than opus 4.5
> still 1M context window but faster
> can spawn parallel sub-agents from terminal
> allegedly hitting 80.9% on SWE-bench
the wildest part: "dev team mode" where you give a brief and agents build the full feature autonomously
treat this as unverified.
but if real, coding agents just changed overnight.
tweet
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App Economy Insights
$DIS Disney Q1 FY26 (Dec. quarter):
• Revenue +5% Y/Y to $26.0B ($0.4B beat).
• Non-GAAP EPS $1.63 ($0.05 beat).
Segment operating margin:
🍿 Entertainment: 7% (-3pp Y/Y).
🏈 Sports: 4% (-1pp Y/Y).
🏰 Experience: 33% (flat Y/Y).
Outlook: 10%+ adj. EPS growth in FY26. https://t.co/rGdrSYRgdG
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$DIS Disney Q1 FY26 (Dec. quarter):
• Revenue +5% Y/Y to $26.0B ($0.4B beat).
• Non-GAAP EPS $1.63 ($0.05 beat).
Segment operating margin:
🍿 Entertainment: 7% (-3pp Y/Y).
🏈 Sports: 4% (-1pp Y/Y).
🏰 Experience: 33% (flat Y/Y).
Outlook: 10%+ adj. EPS growth in FY26. https://t.co/rGdrSYRgdG
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Offshore
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Fiscal.ai
RT @BradoCapital: Help me name this new feature we are dropping v1 of soon!
🔍 It allows you to query certain terms across:
1) Pick which companies
2) Pick which document types
Current names in the running are:
"Query"
"Find"
"Discover"
"Explore" https://t.co/8hAVZnJBM4
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RT @BradoCapital: Help me name this new feature we are dropping v1 of soon!
🔍 It allows you to query certain terms across:
1) Pick which companies
2) Pick which document types
Current names in the running are:
"Query"
"Find"
"Discover"
"Explore" https://t.co/8hAVZnJBM4
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Offshore
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Startup Archive
Elon Musk on the power of “cross-pollinating” ideas from different industries
He uses Tesla and SpaceX as an example:
“The Model S is the only all-aluminum body and chassis car made in North America. Very few cars are all aluminum. In the aerospace industry, that’s the default. So it seemed like obviously the right move to minimize the non-battery-pack mass of the car. In order to offset a fairly heavy battery pack, we had to make the rest of the car light, but still achieve a five-star safety rating. I don’t think it would have been possible to do that if we had used steel, which is the traditional method.”
And then for SpaceX, Elon explains:
“The car industry is really good at making complicated objects at a low cost. I mean it’s actually quite incredible that one can buy a decent car for $20,000. It’s nutty how much stuff is in a car. So at SpaceX, I hired a bunch of people from the auto industry to run manufacturing, which has worked out reasonably well.”
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Elon Musk on the power of “cross-pollinating” ideas from different industries
He uses Tesla and SpaceX as an example:
“The Model S is the only all-aluminum body and chassis car made in North America. Very few cars are all aluminum. In the aerospace industry, that’s the default. So it seemed like obviously the right move to minimize the non-battery-pack mass of the car. In order to offset a fairly heavy battery pack, we had to make the rest of the car light, but still achieve a five-star safety rating. I don’t think it would have been possible to do that if we had used steel, which is the traditional method.”
And then for SpaceX, Elon explains:
“The car industry is really good at making complicated objects at a low cost. I mean it’s actually quite incredible that one can buy a decent car for $20,000. It’s nutty how much stuff is in a car. So at SpaceX, I hired a bunch of people from the auto industry to run manufacturing, which has worked out reasonably well.”
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God of Prompt
RT @godofprompt: The best prompt I ever wrote was telling the AI what NOT to do.
After 2 years using ChatGPT, Claude, and Gemini professionally, I've learned:
Constraints > Instructions
Here are 8 "anti-prompts" that tripled my output quality: https://t.co/VxmQ13erun
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RT @godofprompt: The best prompt I ever wrote was telling the AI what NOT to do.
After 2 years using ChatGPT, Claude, and Gemini professionally, I've learned:
Constraints > Instructions
Here are 8 "anti-prompts" that tripled my output quality: https://t.co/VxmQ13erun
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God of Prompt
RT @rryssf_: This AI prompt thinks like the guy who manages $124 billion.
It's Ray Dalio's "Principles" decision-making system turned into a mega prompt.
I used it to evaluate 15 startup ideas. Killed 13. The 2 survivors became my best work.
Here's the prompt you can steal ↓ https://t.co/Y29bdY84u2
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RT @rryssf_: This AI prompt thinks like the guy who manages $124 billion.
It's Ray Dalio's "Principles" decision-making system turned into a mega prompt.
I used it to evaluate 15 startup ideas. Killed 13. The 2 survivors became my best work.
Here's the prompt you can steal ↓ https://t.co/Y29bdY84u2
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The Transcript
$DIS CEO: "Zootopia 2 also became Hollywood's highest-grossing animated film ever and one of the top 10 highest-grossing films of all time, earning more than $1.7 billion, and firmly establishing itself as a popular new franchise." https://t.co/85tlJeGCGh
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$DIS CEO: "Zootopia 2 also became Hollywood's highest-grossing animated film ever and one of the top 10 highest-grossing films of all time, earning more than $1.7 billion, and firmly establishing itself as a popular new franchise." https://t.co/85tlJeGCGh
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The Transcript
RT @TheTranscript_: Constellation Energy CEO on demand for energy: "The fact of the matter is demand for our products is, it is expected to grow at levels we haven't seen in a lifetime...These charts show you revisions in their demand forecast over the last few years." https://t.co/MsrEy99we5
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RT @TheTranscript_: Constellation Energy CEO on demand for energy: "The fact of the matter is demand for our products is, it is expected to grow at levels we haven't seen in a lifetime...These charts show you revisions in their demand forecast over the last few years." https://t.co/MsrEy99we5
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