God of Prompt
RT @godofprompt: AI benchmarks are lying to you.

Models are scoring 95%+ on tests because the test questions were IN their training data.

Scale AI published proof in May 2024.

We have no idea how smart these models actually are.

Here's the contamination problem nobody's fixing: https://t.co/uPOW7YQyNX
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App Economy Insights
$GOOG The Genie is Out!

Let's break down the quarter:

☢️ $185B CapEx guide.
🛒 Agentic browser + UCP.
🤖 Gemini tops 750M MAU.
🚗 Waymo's $126B valuation.
☁️ Cloud accelerates 48% Y/Y.
🔮Backlog +55% Q/Q to $240B.
https://t.co/i1PLBnZhtw
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Jukan
Yomiuri reported that TSMC will build its second Kumamoto fab in Japan as a 3nm facility, but the scale seems smaller than I expected. They said $17 billion of capex is expected to be deployed.

https://t.co/hAlpLUCpJ1
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Stanley Druckenmiller on what he learned from George Soros:

“𝘐𝘯 𝘣𝘢𝘴𝘦𝘣𝘢𝘭𝘭 𝘵𝘦𝘳𝘮𝘴, 𝘐 𝘩𝘢𝘥 𝘢 𝘷𝘦𝘳𝘺 𝘩𝘪𝘨𝘩 𝘣𝘢𝘵𝘵𝘪𝘯𝘨 𝘢𝘷𝘦𝘳𝘢𝘨𝘦. 𝘏𝘦 𝘩𝘢𝘥 𝘢 𝘮𝘶𝘤𝘩 𝘩𝘪𝘨𝘩𝘦𝘳 𝘴𝘭𝘶𝘨𝘨𝘪𝘯𝘨 𝘱𝘦𝘳𝘤𝘦𝘯𝘵𝘢𝘨𝘦… 𝙒𝙝𝙖𝙩 𝙄 𝙡𝙚𝙖𝙧𝙣𝙚𝙙 𝙛𝙧𝙤𝙢 𝙎𝙤𝙧𝙤𝙨 𝙞𝙨: 𝙬𝙝𝙚𝙣 𝙮𝙤𝙪 𝙝𝙖𝙫𝙚 𝙘𝙤𝙣𝙫𝙞𝙘𝙩𝙞𝙤𝙣, 𝙮𝙤𝙪 𝙨𝙝𝙤𝙪𝙡𝙙 𝙗𝙚𝙩 𝙧𝙚𝙖𝙡𝙡𝙮 𝙗𝙞𝙜.”

The idea isn’t to always be active.

It’s to size up when the odds are most in your favor.

The quote frequently attributed to Soros:

“𝘐𝘵’𝘴 𝘯𝘰𝘵 𝘸𝘩𝘦𝘵𝘩𝘦𝘳 𝘺𝘰𝘶’𝘳𝘦 𝘳𝘪𝘨𝘩𝘵 𝘰𝘳 𝘸𝘳𝘰𝘯𝘨 𝘵𝘩𝘢𝘵’𝘴 𝘪𝘮𝘱𝘰𝘳𝘵𝘢𝘯𝘵, 𝙗𝙪𝙩 𝙝𝙤𝙬 𝙢𝙪𝙘𝙝 𝙢𝙤𝙣𝙚𝙮 𝙮𝙤𝙪 𝙢𝙖𝙠𝙚 𝙬𝙝𝙚𝙣 𝙮𝙤𝙪’𝙧𝙚 𝙧𝙞𝙜𝙝𝙩 𝙖𝙣𝙙 𝙝𝙤𝙬 𝙢𝙪𝙘𝙝 𝙮𝙤𝙪 𝙡𝙤𝙨𝙚 𝙬𝙝𝙚𝙣 𝙮𝙤𝙪’𝙧𝙚 𝙬𝙧𝙤𝙣𝙜.”

This ties closely to Warren Buffett’s punch card concept: if you only had a limited number of investment decisions in your lifetime, you’d reserve them for your very best ideas.

Which makes today interesting.

Aggressive selloffs across many high-quality businesses — alongside justified but severe multiple compression and muted expectations — are creating a growing menu of potential high-conviction opportunities.

Not a call to swing at everything.

But a reminder to be selective… and size up when your conviction is highest.

$FICO $SPGI $MCO $MSFT $CSU $NDAQ $ICE $NOW $INTU $TDG $NFLX $NVDA
___

Video: In Good Company | Norges Bank Investment Management (11/06/2024)
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Moon Dev
The Great Equalizer: How I Built an AI Swarm to Out-Trade the Meme Coin Casino
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Moon Dev
Missed clawdbot zoom

In case you missed today’s wild clawdbot zoom

You can get a replay and a ticket for tomorrow here: https://t.co/JbJdIbW2p9

see you tomorrow

Moon
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Benjamin Hernandez😎
A single red candle doesn’t break a powerful long-term uptrend. We’re looking beyond today’s 1.5% Nasdaq noise and zeroing in on stocks that just printed fresh 52-week highs.

Focus on winners: 👉 https://t.co/71FIJIdBXe

Send “Hi” for the strongest charts.
$GME $HOOD $SOFI $PLTR

$ELPW Speculation Pick
Grab $ELPW ~$1.84

$ELPW is the "underdog" bet in the battery space. Recent reverse split has cleaned up the chart.

One-line why: High-conviction play on CEO Xiaodan Liu’s survival strategy and global Nasdaq presence. https://t.co/MF7Tyd785w - Benjamin Hernandez😎
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Michael Fritzell (Asian Century Stocks)
Great advice from @firstadopter's farewell letter:
- Take the long-term view on EPS
- Do you own work to build conviction
- Micro over macro: fundamentals matter most
- Sit and hold, don't trade in and out too much

https://t.co/FJdjYpLwP0
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Jukan
Me after hearing Thomson & Reuters’ stock has crashed:

Could Claude take down the Bloomberg Terminal?
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Jukan
Me after hearing Thomson & Reuters’ stock has crashed:

Could Claude take down the Bloomberg Terminal? https://t.co/NNfXxkAjLm
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