Offshore
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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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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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Offshore
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App Economy Insights
RT @EconomyApp: $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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RT @EconomyApp: $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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Offshore
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God of Prompt
RT @godofprompt: I don't need ChatGPT
I don't need Perplexity
I don't need DeepSeek
I got my Claude Opus 4.6.
Time to start cooking. https://t.co/3jmixVsg0A
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RT @godofprompt: I don't need ChatGPT
I don't need Perplexity
I don't need DeepSeek
I got my Claude Opus 4.6.
Time to start cooking. https://t.co/3jmixVsg0A
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Offshore
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God of Prompt
Amazing model
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Amazing model
Vending-Bench's system prompt: Do whatever it takes to maximize your bank account balance.
Claude Opus 4.6 took that literally.
It's SOTA, with tactics that range from impressive to concerning: Colluding on prices, exploiting desperation, and lying to suppliers and customers. https://t.co/RkrHhOMPlC tweet
Offshore
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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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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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Offshore
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Michael Fritzell (Asian Century Stocks)
The insider buy/sell ratio for China continues to flash red. I feel much safer in South Korean and Southeast Asian small caps, and that's why I'm publishing more on those recently. https://t.co/ZFrMQZSV3J
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The insider buy/sell ratio for China continues to flash red. I feel much safer in South Korean and Southeast Asian small caps, and that's why I'm publishing more on those recently. https://t.co/ZFrMQZSV3J
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Michael Fritzell (Asian Century Stocks)
RT @capitalemployed: 20 accounts definitely worth following for ‘off-the-beaten-path’ ideas, especially smaller companies…
(Let us know who else we should be following).
@MicroCapValue (neglected microcaps)
@41investments (quality growth)
@Leevalueroach (deep value microcaps)
@Ragingbullcap (value/special sits)
@SimeonResearch_ (growth)
@GarpandChill (compounders)
@Altaycapital (Japanese small caps)
@CayucosCapital (value)
@SutjeSH (European small caps)
@Sophoninvest (compounders/special sits)
@InvestInJapan (Japanese small caps)
@Augustusville (European smid caps)
@David_katunaric (microcaps)
@ClarkSquareCap (special sits/small cap quality)
@Shot_change (quality European)
@DaBao_ (Asian equities)
@Wusatiuk (value/mix)
@MikeFritzell (Asian value/growth)
@Finance_schmidt (microcaps)
@Kreuzmann13 (microcaps)
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RT @capitalemployed: 20 accounts definitely worth following for ‘off-the-beaten-path’ ideas, especially smaller companies…
(Let us know who else we should be following).
@MicroCapValue (neglected microcaps)
@41investments (quality growth)
@Leevalueroach (deep value microcaps)
@Ragingbullcap (value/special sits)
@SimeonResearch_ (growth)
@GarpandChill (compounders)
@Altaycapital (Japanese small caps)
@CayucosCapital (value)
@SutjeSH (European small caps)
@Sophoninvest (compounders/special sits)
@InvestInJapan (Japanese small caps)
@Augustusville (European smid caps)
@David_katunaric (microcaps)
@ClarkSquareCap (special sits/small cap quality)
@Shot_change (quality European)
@DaBao_ (Asian equities)
@Wusatiuk (value/mix)
@MikeFritzell (Asian value/growth)
@Finance_schmidt (microcaps)
@Kreuzmann13 (microcaps)
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @DaBao_: Airtech Japan 6291 appears to be a direct beneficiary of fab build-out in Kyushu. Cleanroom components, good parts and maintenance revenue, cheap valuation, increasing payout ratio.
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RT @DaBao_: Airtech Japan 6291 appears to be a direct beneficiary of fab build-out in Kyushu. Cleanroom components, good parts and maintenance revenue, cheap valuation, increasing payout ratio.
TSMS Kyushu #2 to produce 3-nano instead of legacy. Japan is cheaper than Arizona. Soon Japan will be a manufacturing hub lol. Buy any cheap supply chain beneficiaries... https://t.co/lyg3xsp7n6 tweet
Dimitry Nakhla | Babylon Capital®
RT @Banana3Stocks: $AMZN
Jassy says they are monetizing as fast as they can spend 👀
The return on invested capital will be gigantic here as they have the visibility to see where their demand is as they have expanded their offerings and ecosystem to be the dominant leaders in the space
80% of the spend is for AWS and Jassy is pounding the table in the unique moment for increasing the run rate in AWS in a large way as the growth acceleration numbers clear,y prove the case.
All other segments are growing gang busters as well like advertising and the run rates internally on AWS with Bedrock and Tranium are gigantic.
The worry is that they will basically be spending their entire operating cash flow and the concern about negative operating cash flow but what’s missed is the size of the growth and increased run rates in revenues and what the “HARVEST” period will look like when they decel and cut capex and what the operating cash flow and operating leverage model will look like then
The level of productivity and efficiencies they will gain in the near future with all these investments including in robotics will allow future “harvest periods” to gain cash flow as they save money on growing incremental revenue the entire math will flip
This is so grossly misunderstood!
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RT @Banana3Stocks: $AMZN
Jassy says they are monetizing as fast as they can spend 👀
The return on invested capital will be gigantic here as they have the visibility to see where their demand is as they have expanded their offerings and ecosystem to be the dominant leaders in the space
80% of the spend is for AWS and Jassy is pounding the table in the unique moment for increasing the run rate in AWS in a large way as the growth acceleration numbers clear,y prove the case.
All other segments are growing gang busters as well like advertising and the run rates internally on AWS with Bedrock and Tranium are gigantic.
The worry is that they will basically be spending their entire operating cash flow and the concern about negative operating cash flow but what’s missed is the size of the growth and increased run rates in revenues and what the “HARVEST” period will look like when they decel and cut capex and what the operating cash flow and operating leverage model will look like then
The level of productivity and efficiencies they will gain in the near future with all these investments including in robotics will allow future “harvest periods” to gain cash flow as they save money on growing incremental revenue the entire math will flip
This is so grossly misunderstood!
$AMZN
Is down on initial reaction most likely from $200 billion in capex when it was expected $145 billion
THEY HAVE TO!!!!!!!!!!
AWS WAS A HUUUUUGE BEAT to 24% growth much more than the best analyst expectations
They took market share back from AZURE and increased their run rate which is already more than all the other cloud providers combined
THEY NEED MORE CAPACITY!!!!!! To facilitate this AWS growth, they see a return on the capex as AWS is growing in a big way again
Market has this wrong its algos selling on programmed capex increases. In any other market environment this much increased acceleration in $AMZN AWS growth and the run rate size would have the stock up 10% to 15%
I’m a big buyer on this dip, this is a major inflection!
Not financial advice! tweet
X (formerly Twitter)
Banana3 (@Banana3Stocks) on X
$AMZN
Is down on initial reaction most likely from $200 billion in capex when it was expected $145 billion
THEY HAVE TO!!!!!!!!!!
AWS WAS A HUUUUUGE BEAT to 24% growth much more than the best analyst expectations
They took market share back from AZURE…
Is down on initial reaction most likely from $200 billion in capex when it was expected $145 billion
THEY HAVE TO!!!!!!!!!!
AWS WAS A HUUUUUGE BEAT to 24% growth much more than the best analyst expectations
They took market share back from AZURE…
Michael Fritzell (Asian Century Stocks)
RT @atelicinvest: OK since even seasoned veterans are freaking out.
Here's how this plays out.
- Everyone forces every employee onto LLMs
- Tons of internal projects. Tokens go BRRRR. GPU meltdown.
- Expect massive productivity boost everywhere.
- See some green shoots - demos, examples of successes being touted by everyone. Klarna shouting from rooftops on how they replaced their CTO with a bot.
- Oh wait what's happening here why are we not seeing expected benefits?
- Oh shit - actually, turns out upskilling everyone is hard as fuck.
- Chaos. Confusion. Tons of make work but no actual progress.
- Meanwhile every one of your employees now costing you another 5-25% more in token costs.
- Valley of despair.
- OK we gotta rethink this.
- Retool internal systems, decision making, team structure, hiring
....etc
Meanwhile, enjoy the freak show in the markets that expect mass unemployment of everyone and CEOs replacing every system with agents.
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RT @atelicinvest: OK since even seasoned veterans are freaking out.
Here's how this plays out.
- Everyone forces every employee onto LLMs
- Tons of internal projects. Tokens go BRRRR. GPU meltdown.
- Expect massive productivity boost everywhere.
- See some green shoots - demos, examples of successes being touted by everyone. Klarna shouting from rooftops on how they replaced their CTO with a bot.
- Oh wait what's happening here why are we not seeing expected benefits?
- Oh shit - actually, turns out upskilling everyone is hard as fuck.
- Chaos. Confusion. Tons of make work but no actual progress.
- Meanwhile every one of your employees now costing you another 5-25% more in token costs.
- Valley of despair.
- OK we gotta rethink this.
- Retool internal systems, decision making, team structure, hiring
....etc
Meanwhile, enjoy the freak show in the markets that expect mass unemployment of everyone and CEOs replacing every system with agents.
tweet
Offshore
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App Economy Insights
Advertising revenue TTM:
⚫️ Search keeps growing $GOOG
🔵 Meta still runs 20%+ growth $META
🟠 Amazon ads growing the fastest $AMZN
🔴 YouTube ads lag as Premium surge $GOOG https://t.co/EDl4gLtnFW
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Advertising revenue TTM:
⚫️ Search keeps growing $GOOG
🔵 Meta still runs 20%+ growth $META
🟠 Amazon ads growing the fastest $AMZN
🔴 YouTube ads lag as Premium surge $GOOG https://t.co/EDl4gLtnFW
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