The Few Bets That Matter
$IREN & $NBIS proving right...

It doesn't matter what we believe fair value is. It doesn't matter that demand is through the roof. It doesn't matter that hyperscalers continue to spend.

The market is the ultimate truth... Regardless of our ego and convictions. https://t.co/8EYac5jF2Z

Fully out of $NBIS after 200%+ returns.

I am not one to fall in love with my stocks. But this one sale has a particular and pretty salty flavor.

If $GOOG wasn't rewarded for its CapEx and compute returns, I do not see why $IREN or $NBIS would. When leaders fall, second-handed assets rarely rise.

I hope we get that bounce and I hope you holders will get what you're looking for.

I'll continue to closely follow the company. But for now, my thesis is that the market won't reward tech anymore and that returns lie elsewhere.

I'll be back when that changes. And it will. - The Few Bets That Matter
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The Transcript
$AMZN CFO: "trailing 12 month free cash flow was $11.2 billion in Q4 25" https://t.co/HfVbFNdZNd
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Dimitry Nakhla | Babylon Capital®
RT @ecommerceshares: People scared of the $GOOG capex guide must have excess microplastics in the brain. When the Cloud biz is growing at +48% and accelerating, with margin at record highs, they should invest as much as possible. The literal “investing in growth”.

It’s a super-profitable land grab. https://t.co/MqbXeHFEza
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The Transcript
$AMZN CEO on their AI shopping assistant Rufus:

"We have 300 million customers who used Rufus in 2025. Customers who use Rufus are about 60% more likely to complete a purchase. And so you're seeing a lot of usage of it and a lot of growth."
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The Transcript
$AMZN CEO: Retailer shopping agents can better fulfill all core retail needs (selection, price, speed, and trust), unlike horizontal AI agents.

"What consumers really want in a retailer, they want really broad selection. They want low prices, they want really fast delivery. And then they want a retailer that they can trust, and that takes care of them. And I think horizontal agents are pretty good at aggregating selection. But retailers are much better at doing all four of those items.”
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Pristine Capital
RT @realpristinecap: • US Price Cycle Update 📈
• Bitcoin is the Epicenter of Weakness 🔴
• VIX > 20 👀

Check out tonight's research note!

https://t.co/Bb14rQW4xn
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: When you owned Google a few years ago while most called it an AI loser with a weakening moat & you held long enough to see the narrative completely flip to Google now widely labeled as an AI winner & leader

$GOOGL $GOOG https://t.co/SCriCMGf7c
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Jukan
[Exclusive] Samsung receives temporary occupancy approval for $37 billion Taylor fab — Korea JoongAng Daily

Samsung Electronics has received temporary approval for partial sections of its semiconductor fab under construction in Taylor, Texas, ahead of its full completion. This is expected to accelerate the launch of the fab, which involves a $37 billion (approximately 54.2 trillion won) investment, ahead of the original schedule.
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Dimitry Nakhla | Babylon Capital®
RT @RihardJarc: $AMZN AWS backlog $244B up 40% YoY and 22% quarter over quarter.
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The Few Bets That Matter
How many will look back on $IREN chart and call it an obvious double top in the future?

Looking at $NBIS right now 🤐 https://t.co/T8vNGskFbB
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Benjamin Hernandez😎
Public noise vs internal flow. While the crowd panics, our group is loading at the institutional footprint. You have the edge or you’re exit liquidity.

Get on the inside: 👉 https://t.co/71FIJIdBXe

Reply “EDGE” to see what institutions buy.
$ORCL $AMD $INTC $NVDA $TSM $TCNNF

📊 Professional Pick: $CISS
Entry: $2.28 | Target: $3.42

Technicals are flawless. $CISS just broke out of a multi-week base on record volume. RSI is rising but not yet overbought.

One-line why: The 50% gain today is just the "ignition phase." The target is the $3.42 resistance https://t.co/XkSQnEtkah - Benjamin Hernandez😎
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God of Prompt
RT @godofprompt: I've spent 2 years teaching 300,000+ people how to write better prompts.

And I'm about to tell you something that might sound crazy coming from me:
Prompting one AI model at a time isn't enough anymore.

Here's what I mean.

Right now you open ChatGPT or Claude, type a prompt, get a response, fix it, re-prompt, iterate, repeat. For every. Single. Task.

One model. One conversation. One task. That's the ceiling we've all been hitting.

What if instead of working with one model at a time, you could give a complex goal to a swarm of specialized AI agents that divide the work, cross-check each other, and execute it visually in front of you?

That's what @Spine_AI just built.

300+ models. One visual workspace. Agents that don't just suggest, they do the work.

Think Claude Code level power without the terminal. Built for strategists, analysts, researchers, ops managers. The people doing complex multi-step work every day.

You're not just prompting anymore. You're conducting an AI army.

I don't say this often, but if swarm intelligence works the way their roadmap shows, this changes how we interact with AI entirely.

The Spine Swarm waitlist is open. Spots are limited.

Secure yours before it fills up.

Link in the comments.

#SpineAI #AIAgents
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