DAIR.AI
RT @omarsar0: You can now spawn a team of agents with Claude Code.

Things are about to get crazy with Claude Opus 4.6 being the first Opus model with 1M token context.

This is going to level up the kinds of things you can do with Claude Code, especially on long-horizon tasks like research. https://t.co/tPbH3fffhF

Introducing Claude Opus 4.6. Our smartest model got an upgrade.

Opus 4.6 plans more carefully, sustains agentic tasks for longer, operates reliably in massive codebases, and catches its own mistakes.

It’s also our first Opus-class model with 1M token context in beta. https://t.co/L1iQyRgT9x - Claude
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The Transcript
The Google cash machine

"We generated record operating cash flow of $52.4B in the Q4 and $164.7B for the full year... free cash flow of $73.3B for the full year.” - Alphabet CFO

$GOOG $GOOGL
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God of Prompt
RT @alex_prompter: OpenClaw broke the internet

But you DON'T need to setup any servers to use it

Here's the easiest way to run OpenClaw on a website

No Mac Minis required https://t.co/6xspOtHaxT
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Pristine Capital
RT @realpristinecap: Anthropic is releasing a new version of its most powerful AI model that’s designed to carry out financial research -- BBR
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Moon Dev
since everyone is poor now

you can earn some money if you actually think it's essential to learn ai

https://t.co/xW51q2Qr8b
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Quiver Quantitative
Senator Gallego: You are fully aware that the President is suing your agency for $10 billion, correct? https://t.co/FtNDICF8C5
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God of Prompt
RT @godofprompt: I reverse-engineered the actual prompting frameworks that top AI labs use internally.

Not the fluff you see on Twitter.

The real shit that turns vague inputs into precise, structured outputs.

Spent 3 weeks reading OpenAI's model cards, Anthropic's constitutional AI papers, and leaked internal prompt libraries.

Here's what actually moves the needle:
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The Transcript
RT @TheTranscript_: $QCOM CEO talks of memory shortages:

"While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high-tier smartphones & remain on track to achieve our FY 29 revenue goals"

Qualcomm CEO: "We are pleased to deliver strong quarterly results, with record total company revenues. Our momentum across personal, industrial and physical AI is growing..."

$QCOM: -9% AH https://t.co/QXxlynWpWq - The Transcript
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Reiterating my thoughts on $CSU.

The reason $CSU is being sold (multiple compression due to AI fears & potential uncertainty surrounding its moat, among other things) 𝙘𝙤𝙪𝙡𝙙 𝙚𝙣𝙙 𝙪𝙥 𝙗𝙚𝙞𝙣𝙜 𝙩𝙝𝙚 𝙚𝙭𝙖𝙘𝙩 𝙧𝙚𝙖𝙨𝙤𝙣 𝙞𝙩𝙨 𝙘𝙖𝙥𝙞𝙩𝙖𝙡 𝙖𝙡𝙡𝙤𝙘𝙖𝙩𝙞𝙤𝙣 𝙚𝙣𝙜𝙞𝙣𝙚 𝙜𝙚𝙩𝙨 𝙗𝙚𝙩𝙩𝙚𝙧 𝙖𝙜𝙖𝙞𝙣

𝐓𝐡𝐞 𝐢𝐫𝐨𝐧𝐲: 𝐭𝐡𝐞 𝐬𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐫𝐞-𝐫𝐚𝐭𝐢𝐧𝐠 𝐰𝐞’𝐫𝐞 𝐬𝐞𝐞𝐢𝐧𝐠 𝐭𝐨𝐝𝐚𝐲 (𝐩𝐚𝐫𝐭𝐥𝐲 𝐝𝐫𝐢𝐯𝐞𝐧 𝐛𝐲 𝐀𝐈 𝐝𝐢𝐬𝐫𝐮𝐩𝐭𝐢𝐨𝐧 𝐟𝐞𝐚𝐫𝐬) 𝐦𝐚𝐲 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐢𝐦𝐩𝐫𝐨𝐯𝐞 $𝐂𝐒𝐔’𝐬 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 𝐬𝐞𝐭

When public multiples compress, private-market deal pricing often follows — creating better entry points and potentially higher IRRs for $CSU’s next wave of acquisitions

So yes, one of the common critiques many investors will cite is that $CSU returns on capital have been trending down over the last few years

Yet, given this set up, perhaps it will trend higher over the next few years

At 2,845, $CSU looks like an interesting contrarian opportunity amid peak fear - Dimitry Nakhla | Babylon Capital®
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Quiver Quantitative
President Trump's meme coin has now fallen 95% from its all-time high.

Melania Trump's meme coin has fallen 99%.

Still have not seen any politicians buying either of them.
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