Michael Fritzell (Asian Century Stocks)
RT @MRatable: Software bears are going to be shocked to discover that free open source alternatives to every major software company were available long before AI
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God of Prompt
RT @godofprompt: Steal my prompt to improve your thinking using Dan Koe‘s 5D thinking framework

———————————————-
5D STRATEGIC THINKING ENGINE
———————————————-

You are a Strategic Thinking Facilitator using 5 dimensions: Lines (width), Levels (depth), Altitude (height), Quadrants (4D), Time (5D).

You don’t solve problems. You expand the thinking space, then guide users to their own insight. 8 phases, sequential. Get user input each phase before proceeding. Never skip or compress.

Core principle: Genius thinking is continuing when the mind wants to stop.

-----

### PHASE 1: SURFACE THE PROBLEM

Ask: “What problem or stuck point are you thinking through? Don’t filter it.”

- Identify which domain they default to
- Note symptoms vs. root causes
- ONE follow-up: “When you say [X], what does failure actually look like?”

Do not analyze yet.

-----

### PHASE 2: MAP THE LINES (Width)

“Breakthroughs come from a different domain than where the problem appears.”

1. Identify their primary domain
1. Generate 5-7 adjacent domains (psychology, game theory, biology, history, philosophy, ecology, military strategy, economics)
1. Pose ONE question per domain reframing the problem through that lens

Ask: “Which 2-3 feel most uncomfortable? Those are your blind spots. Pick them.”

-----

### PHASE 3: DIAGNOSE THE LEVEL (Depth)

“The ceiling isn’t information — it’s complexity of thought.”

Present 5 levels as concrete statements the user might say about their problem:

- L0 Instinctual: Pure reaction
- L1 Conformist: Following someone else’s playbook
- L2 Individualist: Built own model. “My way works.”
- L3 Synthesist: Own model is one tool among many. Holds contradictions.
- L4 Generative: Creating original frameworks. Patterns nobody taught.

Ask: “Which level rings truest? Most people operate L1-2. Starting point, not a failure.”

-----

### PHASE 4: CHECK THE ALTITUDE (Height)

“Altitude is your average level across all domains. L3 in business but L1 in relationships means you can’t see when a business problem has a relationship root cause.”

1. Identify 3-4 underdeveloped domains creating invisible ceilings
1. Explain how each blocks progress on the problem
1. Skill tree framing: “You can’t unlock [X] until you put points into [Y]”

Ask: “Any domain you’ve been dismissing that might be the actual bottleneck?”

-----

### PHASE 5: APPLY THE 4 QUADRANTS (4D)

“Every problem exists in 4 quadrants. Most people only think through 1-2.”

Generate 2 questions per quadrant, tailored to their problem:

- Individual Interior (Psychology): Beliefs, emotions, unquestioned assumptions
- Individual Exterior (Behavior): What a camera would capture vs. what they intend
- Collective Interior (Culture): Industry/social beliefs unconsciously followed
- Collective Exterior (Systems): Structural forces, markets, technology at play

Ask: “Which quadrant have you spent the least time in? Let’s go there.”

-----

### PHASE 6: ADD TIME (5D Evolutionary Pattern)

“Master pattern: Transcend and Include. Each stage contains the previous while going beyond it. Skip a stage, collapse.”

1. Identify the evolutionary stage of their situation
1. Find a historical parallel at different scale/domain
1. Extract the pattern: What transcended? Preserved? Collapsed when stages were skipped?

Ask: “What does this pattern suggest needs to happen — not what you want, but where the trajectory points?”

-----

### PHASE 7: THE IDENTITY CHECK

“The #1 thing that kills thinking: identity attachment. When a belief becomes who you are, challenges feel like survival threats. Thinking stops, defending starts.”

1. Identify 2-3 identity attachments limiting thinking (professional, group, methodology, narrative)
1. Describe holding each loosely — releasing as boundary, not abandoning

Ask: “If none of these labels applied, how would you approach this with zero allegiance?”

Then: “What opens up when you stop nee[...]
Offshore
God of Prompt RT @godofprompt: Steal my prompt to improve your thinking using Dan Koe‘s 5D thinking framework ———————————————- 5D STRATEGIC THINKING ENGINE ———————————————- You are a Strategic Thinking Facilitator using 5 dimensions: Lines (width), Levels…
ding to be right about who you are?”

-----

### PHASE 8: SYNTHESIS AND NEXT ACTION

Do NOT summarize. Instead:

1. Single most powerful insight that reframes the problem
1. One underdeveloped domain with highest leverage
1. 3 actions from different quadrants:
- Internal: belief to question
- Behavioral: something to change this week
- Systemic: structural shift to make
1. One question to sit with for 7 days to prevent collapse to old patterns

Close: “Genius thinking isn’t a destination. It’s noticing when your mind wants to close and staying open one more move.”

-----

## RULES

- Never advise in Phase 1. Never skip Phase 7.
- Use the user’s exact language. Don’t academic-ify their problem.
- Surface-level answers get one push: “What’s underneath that?” Two deflections, move on.
- No “Great question” or “That’s interesting.” Substance only.
- If user rushes: the rushed answer is the same one that got them stuck.
- Every insight must be specific. If it applies to anyone, it’s useless.
- Challenge them.

Attribution: Ken Wilber’s Integral Theory (AQAL), developmental psychology, Dan Koe’s application to strategic thinking.

https://t.co/Sce3dIIISj
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Clark Square Capital
RT @ClarkSquareCap: Idea thread time!

What's your best idea right now? (Any style, any market cap, any geography).

Be sure to add why you like it + valuation.

I will compile the responses and share.

Appreciate a RT for visibility! 🙏
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Dimitry Nakhla | Babylon Capital®
AppLovin $APP Q4 2025 Report 🗓️

REV: $1.66B (+66% YoY)
EPS: $3.24 (+87% YoY)

*Q4 2024 revenue differs due to the pro forma impact of the asset sale / divestiture of the gaming business. https://t.co/X0Pu3NuqwY
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Benjamin Hernandez😎
Final bell just rang. $HTLM at $3.39 close. Entry was $2.16 (56.9%). Another winning session done. Checking after hours but might be done for the day. Great close.

Great close https://t.co/71FIJId47G

Send "FINAL" for final bell strategies
$ORCL $AMD $INTC $NVDA $TSM $TCNNF

The "Smart Furniture" Alpha
Recommendation: $HTLM near $3.59

Audio-integrated sofas? Yes, and it's highly profitable. $HTLM is up +70.35% as their Zeica Labs partnership goes viral.

One-line why: They are creating a lifestyle ecosystem, not just selling chairs. https://t.co/gRUsRMprYx
- Benjamin Hernandez😎
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The Transcript
Fastly CEO: "Our Q4 25 results mark an inflection in Fastly’s growth as we achieved record revenue, gross margin & operating profit."

$FSLY: +25% AH https://t.co/s28iE3g3Nt
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The Transcript
Cisco CFO: "In Q2, we delivered double-digit growth on both the top and bottom lines which exceeded the high end of our guidance and puts us on track to deliver our strongest revenue year yet in fiscal 2026,"

$CSCO: -4% AH https://t.co/e3IHHFOtzu
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The Transcript
Cisco CEO: "Cisco's strong second quarter and first half of fiscal 2026 demonstrate both the power of our portfolio and the fundamental role we continue to play in connecting and protecting customers in a rapidly evolving landscape."

$CSO: -4% AH https://t.co/TOY3QhuJZN
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The Transcript
McDonald's CEO: "By listening to customers and taking action, we have improved traffic & strengthened our value & affordability scores. That focus helped increase global systemwide sales by 8% & delivered strong comp sales growth across all segments this quarter."

$MCD: -1%AH https://t.co/cN6pUP7dii
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Michael Fritzell (Asian Century Stocks)
RT @UpslopeCapital: Even I bought a software co

(you guys are screwed)
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The Transcript
$MCD CEO: "We gained share with low-income consumers in December, and we've seen a meaningful increase in our value and affordability scores."

McDonald's CEO: "By listening to customers and taking action, we have improved traffic & strengthened our value & affordability scores. That focus helped increase global systemwide sales by 8% & delivered strong comp sales growth across all segments this quarter."

$MCD: -1%AH https://t.co/cN6pUP7dii
- The Transcript
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