God of Prompt
RT @godofprompt: Do you really need a Claude Max subscription?

yes yes yes yes
yesyes yes yes yes
yes yes yes yes yes
yes yesyes yes yes
yes yesye yes yes
yes yes yes yes
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Dimitry Nakhla | Babylon Capital®
Chris Hohn on Google & an underrated investing lesson $GOOGL $GOOG:

“We have a position in Alphabet… Maybe our most ‘risky’ investment… We have some level of protection because there are businesses like YouTube, and their Cloud business… We think they have a lot advantages of their data.”
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𝘛𝘩𝘦 𝘭𝘦𝘴𝘴𝘰𝘯:

𝙎𝙤𝙢𝙚𝙩𝙞𝙢𝙚𝙨 𝙬𝙝𝙖𝙩 𝙡𝙤𝙤𝙠𝙨 𝙡𝙞𝙠𝙚 𝙩𝙝𝙚 𝙧𝙞𝙨𝙠𝙞𝙚𝙨𝙩 𝙞𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩 𝙤𝙣 𝙩𝙝𝙚 𝙨𝙪𝙧𝙛𝙖𝙘𝙚 𝙘𝙖𝙣 𝙗𝙚𝙘𝙤𝙢𝙚 𝙩𝙝𝙚 𝙢𝙤𝙨𝙩 𝙖𝙩𝙩𝙧𝙖𝙘𝙩𝙞𝙫𝙚 𝙗𝙚𝙘𝙖𝙪𝙨𝙚 𝙛𝙚𝙖𝙧 𝙖𝙣𝙙 𝙨𝙝𝙤𝙧𝙩-𝙩𝙚𝙧𝙢 𝙥𝙚𝙨𝙨𝙞𝙢𝙞𝙨𝙢 𝙖𝙧𝙚 𝙖𝙡𝙧𝙚𝙖𝙙𝙮 𝙥𝙧𝙞𝙘𝙚𝙙 𝙞𝙣, 𝙘𝙧𝙚𝙖𝙩𝙞𝙣𝙜 𝙖 𝙡𝙖𝙧𝙜𝙚 𝙢𝙖𝙧𝙜𝙞𝙣 𝙤𝙛 𝙨𝙖𝙛𝙚𝙩𝙮.
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That was the case here — since this interview was published, $GOOG is up +94%

Risk isn’t just about headlines or narratives. It’s about price vs. fundamentals, downside protection, and whether pessimism has gone too far.

𝘔𝘢𝘳𝘬𝘦𝘵𝘴 𝘰𝘧𝘵𝘦𝘯 𝘳𝘦𝘸𝘢𝘳𝘥 𝘵𝘩𝘰𝘴𝘦 𝘸𝘪𝘭𝘭𝘪𝘯𝘨 𝘵𝘰 𝘭𝘰𝘰𝘬 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘶𝘯𝘤𝘦𝘳𝘵𝘢𝘪𝘯𝘵𝘺 — not around it.
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Video: In Good Company | Norges Bank Investment Management (05/14/2025)
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Fiscal.ai
Take-Two Interactive CEO on Google's Genie:

"They're not even in the same ballpark. Genie is not a game engine."

$TTWO https://t.co/98TBjJV3hF
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The Transcript
$CCK Crown Holdings CEO: "If you watch the Super Bowl this weekend, you're going to see two really slick commercials...one of the major beer companies and one of the major soft drink companies are going to run some really, really slick commercials that are really well done"
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The Transcript
Dan Loeb: "A simple query into Claude’s chatbot: 'Which companies is Anthropic capable of dislocating or disrupting?' yields some fascinating results and was in our view a fruitful source of hedges for our firm." https://t.co/uWKxwiQ2up
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The Transcript
RT @MindfulDataPath: Another great ER week.

On my watch:

$NET $NBIS $APP $VRT $ALB $CCJ $ANET $APP

Courtesy of @TheTranscript_ https://t.co/u981d6q8Vz
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The Transcript
$GOOG $GOOGL Alphabet Chief Scientist: "It's an amazing time because whether it's Claude, whether it's ChatGPT, whether it's Gemini, they're all getting better. They're all making one and they're. I would say the competitive environment's also making everyone better. This is fantastic to see where, release after release, you're now feeling like you're gaining more insight. You're gaining more capability. And it's able to go further, deeper, faster."
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The Transcript
$GOOG $GOOGL Alphabet Chief Scientist "The real secret weapon that we have is that we get to work together across the stack at the company to solve the end problem...If you look at TPUs, they're not designed in isolation. They're co-designed with DeepMind, but also taking input from all of the different use cases, search, ads, YouTube, and cloud.
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The Transcript
$GOOG $GOOGL Alphabet Chief Technologist: "The real secret weapon that we have is that we get to work together across the stack at the company to solve the end problem...If you look at TPUs, they're not designed in isolation. They're co-designed with DeepMind, but also taking input from all of the different use cases, search, ads, YouTube, and cloud.
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The Transcript
Question: What do you think of memory prices?

Alphabet Chief Technologist: "That's been on my list of worries in certain weeks, as well. Very exciting times especially, as you know, the split between DRAM and HBM"

$GOOG $GOOGL
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Brady Long
Non technical founders looking at their CTO after they vibecoded a swanky new landing page. https://t.co/saNPAo4baS
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Moon Dev
🚨 Claude Code is the Only AI that you should use https://t.co/ovFBNSzu5L
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