God of Prompt
RT @godofprompt: I turned Matt Shumer's viral article into a prompt. The prompt inverts the article's structure. Shumer spent 4,000 words convincing people AI is real before giving advice. This prompt skips the convincing and goes straight to "what do I do Monday morning."

Prompt 👇 <contextAI capability is accelerating faster than public awareness. Models released in early 2026
can independently complete multi-hour expert tasks, write production-grade code, draft
legal briefs, build financial models, and iterate on their own output. Most professionals
are still evaluating AI based on experiences from 2023-2024, which is now irrelevant.
The gap between current AI capability and public perception is the largest it has ever been.
This gap is also the largest opportunity window for individuals willing to act now. <roleYou are a pragmatic AI adoption strategist who has helped hundreds of professionals
integrate AI into their daily workflows. You reject hype and theory. You only care about
what someone can do THIS WEEK to gain advantage. You understand that most people fail
at AI adoption not because AI is lacking, but because they treat it like a search engine
instead of a collaborator capable of doing hours of their actual work. <taskBuild a personalized 30-day AI integration plan that takes me from my current skill level
to actively using AI for real work output. Every recommendation must be specific to my
role, not generic "try asking AI questions" advice. The plan should make me the most
AI-capable person in my workplace within one month. <methodology1. AUDIT MY EXPOSURE: Based on my role, identify which parts of my job AI can already
do at or above human level RIGHT NOW (not theoretically, not "someday"). Be blunt
about what's already automated or automatable.

2. FIND MY HIGHEST-VALUE TASK: Identify the single task I spend the most time on that
AI could handle. This becomes my Week 1 focus. Provide the exact prompt template
I should use to delegate this task to AI.

3. BUILD MY DAILY PRACTICE: Create a structured 1-hour daily AI experiment schedule
for 30 days. Each day has a specific challenge tied to my actual work, not toy examples.
Difficulty escalates weekly.

4. SELECT MY TOOLS: Recommend the specific paid AI tool, the specific model to select
within that tool (not the default), and any domain-specific AI tools for my field.
Include exact settings to change and why the default configuration underperforms.

5. MAP MY RISK: Honestly assess how exposed my specific role is to AI displacement
on a 1-5 year timeline. Identify what parts of my job are hardest to automate and
tell me how to lean into those.

6. WRITE MY FIRST 5 POWER PROMPTS: Create 5 ready-to-use prompts customized to my
role that I can paste in and use immediately for real work output. These should
replace hours of manual work, not minutes. <guidelines- Zero fluff. Every sentence must be actionable or directly useful.
- Name specific tools, models, and settings. No "consider using an AI tool."
- When recommending prompts, write the full prompt I can copy-paste. Don't describe
what a prompt "might look like."
- Be honest about displacement risk. Don't soften it to be polite.
- If something in my field is already being done better by AI, say so directly.
- Assume I'm smart but have been treating AI like a search engine. Fix that.
- Prioritize tasks where AI saves HOURS, not minutes. Go for the biggest wins first.
- Include one "you probably don't think AI can do this, but try it" challenge per week. <avoid- Generic advice that applies to everyone ("stay curious!" "embrace change!")
- Recommending free-tier tools when paid versions are dramatically better
- Sugarcoating job displacement risk
- Suggesting I "ease into it" gradually. Speed matters. The window is closing.
- Listing capabilities without showing me exactly how to use them
- Any mention of "prompt e[...]
Offshore
God of Prompt RT @godofprompt: I turned Matt Shumer's viral article into a prompt. The prompt inverts the article's structure. Shumer spent 4,000 words convincing people AI is real before giving advice. This prompt skips the convincing and goes straight to…
ngineering" as a career path <information_about_me● My job title/role: [INSERT YOUR JOB TITLE]
● My industry: [INSERT YOUR INDUSTRY]
● My daily tasks (top 3-5 things I spend most time on): [LIST YOUR MAIN TASKS]
● My current AI usage: [NEVER / TRIED IT ONCE / USE FREE VERSION OCCASIONALLY / USE PAID VERSION]
● My biggest time sink at work: [WHAT TAKES YOU THE MOST HOURS PER WEEK]
● My comfort with technology: [LOW / MEDIUM / HIGH] <output_format**REALITY CHECK**
[2-3 sentences on where AI currently stands relative to my specific role. No hedging.]

**YOUR EXPOSURE MAP**
[Table: My top tasks | Can AI do this now? | How well? (1-10) | Timeline to full automation]

**WEEK 1-4 PLAN**
[For each week:]
- Focus area and WHY this week
- Daily 1-hour challenges (specific to my work, not generic)
- One "you won't believe this works" experiment
- Measurable outcome by end of week

**YOUR TOOL SETUP**
[Exact tool, exact model name, exact settings to change, monthly cost]

**5 POWER PROMPTS**
[Full copy-paste prompts customized to my role, each designed to replace 2+ hours of work]

**HARD TRUTH**
[Honest assessment: What's my 1-3 year outlook? What should I double down on?
What should I stop investing time in learning?]

https://t.co/ivXRKXJvQg
- Matt Shumer
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Offshore
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God of Prompt
RT @godofprompt: After interviewing 12 AI researchers from OpenAI, Anthropic, and Google, I noticed they all use the same 10 prompts.

Not the ones you see on X and LinkedIn.

These are the prompts that actually ship products, publish papers, and break benchmarks.

Here's what they told me ↓ https://t.co/CwG47vkWPV
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Offshore
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Pristine Capital
RT @realpristinecap: • US Price Cycle Update 📈
• IGV Software VPOC Incoming📉
• Memory Continued Relative Strength 💪

Check out tonight's research note. HAGE!

https://t.co/phVWmbQxj3
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Michael Fritzell (Asian Century Stocks)
We'll all lose our jobs to AI eh?

"In their calmer moments, investors recognize their
inability to know what the future holds. In moments of
extreme panic or enthusiasm, however, they become
remarkably bold in their predictions; they act as though
uncertainty has vanished and the outcome is beyond
doubt. Reality is abruptly transformed into that
hypothetical future where the outcome is known. These
are rare occasions, but they are also unforgettable: major
tops and bottoms in markets are defined by this switch
from doubt to certainty." - Peter Bernstein
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God of Prompt
you can’t build agi with a token predictor
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God of Prompt
post your product on reddit

you need to escape the x bubble

and get grilled..

..sometimes
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DividendDynasty: Bullish $SPGI

$SPGI Director just purchased over $1 Million worth of shares

this is the largest insider purchase since 2015 https://t.co/5dxVtelq5O
- Bourbon Capital
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Brady Long
RT @thisguyknowsai: BREAKING: Google Gemini just launched a new feature called Guided Learning.

You can now use it to learn literally anything, step by step, like a personal tutor.

Here’s how to access it 👇 https://t.co/cEDbogvX6v
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Offshore
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Brady Long
The real AI revolution is in the group chat not the search bar.

Introducing Teamily AI: the world's first human + AI social network, built for better connection and collaboration.

This is the first time our founders @AidenChaoyangHe and @avestime speaking on camera in this way — because they genuinely wanted to share Teamily AI with you personally.

Come see what a Human + AI symbiotic social network feels like. We'd love for you to be part of this journey.

Try Teamily AI → https://t.co/7DwqxR9xND
- Teamily AI
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Moon Dev
6 claude codes was crazy

today i used claude codes all day to build out quant systems

if you missed it you can watch the full replay

grab a ticket for tomorrows zoom and get access

join here https://t.co/JbJdIbVuzB

moondev
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Jukan
Kioxia FY3Q25 Conference Call

▶️ Key Q&A

Q. What is the guidance for Q4 shipment volumes and the price outlook?
A. Overall shipment volumes are expected to decline QoQ due to seasonal slowdown and inventory drawdown effects. While demand for smart devices is softening, data center and enterprise SSD shipments are expected to continue growing. On the pricing front, tight supply-demand conditions are expected to persist, driving sharp price increases across all segments.

Q. What is the status of 2026 long-term agreement (LTA) negotiations, and how is pricing reflected?
A. 2026 LTAs are mostly in the final stages of completion. The general structure involves agreeing on volumes on an annual basis while negotiating prices on a quarterly basis. Notably, discussions are progressing positively with certain hyperscaler customers on longer-term contracts extending through 2027–2028.

Q. What is the outlook for NAND market bit growth, and what is the corresponding CAPEX strategy?
A. We maintain our existing view that the NAND market will achieve a CAGR of approximately 20% over the medium to long term. For FY2026, we plan to increase CAPEX, but will execute with financial discipline in line with the pace of market growth.

Q. How are you addressing SSD margin pressure from rising DRAM prices?
A. Rising DRAM costs have already been factored into our guidance. To offset this, we are pursuing price pass-throughs to customers and plan to defend profitability through aggressive cost reduction initiatives, including the process transition to 8th-generation BiCS FLASH.

Q. When do you expect mass production of high-capacity SSDs related to the KV cache collaboration announced by NVIDIA?
A. We are currently in detailed specification discussions with NVIDIA and anticipate mass production around 2027 using 8th-generation BiCS-based TLC SSDs.

Q. When will the 122TB and 245TB SSDs based on 8th-generation BiCS FLASH begin contributing to revenue?A. These products are currently in customer qualification. Our goal is to begin full-scale volume shipments within 2026. For certain capacity products, mass production could commence in the first half of 2026.

Q. What is your view on the sustainability of AI inference demand?
A. Training servers have large per-unit capacity requirements, but the number of servers deployed is limited. In contrast, inference workloads such as RAG (Retrieval-Augmented Generation) entail an explosive increase in server count, making inference a key driver of overall SSD demand growth going forward.

Q. What is the direction of future capital allocation and shareholder return policies?
A. Our current priorities are evaluating necessary CAPEX and optimizing our debt structure. We will continue investing to maintain technology leadership, while detailed capital allocation policies will be shared with the market at our IR Day scheduled for June.
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Michael Fritzell (Asian Century Stocks)
Yuya Shimizu: "The underlying mindset of many executives has changed only slightly... antagonism toward new-wave of capitalism is carefully managed through euphemistic language, emotional resistance to the capital market itself may in fact be deepening."

https://t.co/2HpTB3yOoi
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Jukan
SK Hynix Said to Be Reviewing Possible Acquisition of LG Display’s P7 Plant — Legacy Display Fabs Emerging as Takeover Targets for Semiconductor Firms

Legacy TFT-LCD fabs suffer from low production efficiency, and no amount of line conversion has been able to overcome the challenge of rock-bottom panel prices. Unable to turn a profit, these fabs have become assets up for sale by major panel makers. Not only are Taiwan's panel duopoly AUO and Innolux selling off old fabs one after another, but South Korea's LG Display (LGD) is also reportedly looking to sell its Gen 7 fab. Industry insiders note that outside of China, "panel fab sales" have already become a global trend, with semiconductor companies being the ideal buyers.

After TSMC acquired Innolux's Tainan Science Park (Southern Taiwan Science Park) Fab 4 for NT$17.14 billion in 2024, the market began to recognize the value of panel fabs' high-spec cleanrooms. Combined with the ability to save on construction timelines, and with AI demand triggering accelerated capacity expansion across the semiconductor industry, companies including TSMC, Micron, ASE Group, and SK Hynix have been continuously evaluating panel fabs both domestically and overseas, assessing potential acquisitions and lease arrangements.

In terms of recent developments, Innolux's Fab 5 is expected to be fully vacated of personnel and equipment by June, while Fab 2 is scheduled for clearance by September. Market rumors initially suggested that Micron—following its takeover of PSMC's Tongluo fab—would also acquire Innolux's Fab 5, rapidly expanding its memory footprint through a buy-and-convert approach.

However, competing rumors suggest the buyer of Innolux's Fab 5 is "not Micron" but rather a major semiconductor OSAT (outsourced semiconductor assembly and test) company, with details to be disclosed only after board approval and contract signing. According to panel industry sources reached by DIGITIMES, the OSAT company in question is reportedly ASE Group, though negotiations are still ongoing.

In response to these supply chain reports, ASE Group's spokesperson confirmed that the company has interest in acquiring the fab.

Innolux, for its part, stated: "Innolux has always prudently evaluated all asset allocation and operational site planning based on overall long-term strategy, industry trends, and shareholder interests. Should there be any concrete developments meeting the threshold for material information disclosure, we will make timely public announcements in accordance with regulations. We ask all parties to refer to the content published on the Market Observation Post System (MOPS)."

Beyond the Innolux Fab 5 developments, the industry has also reported that Radiant Opto-Electronics is evaluating the purchase of fabs from either AUO or Epistar. Radiant's interest is primarily driven by new business initiatives, as the company has in recent years acquired advanced optical technologies through M&A, expanding into optical components and metalens applications.

Meanwhile, Powertech Technology (PTI) recently spent approximately NT$6.9 billion to acquire AUO's fab in the Hsinchu Science Park. The move is aimed at expanding fan-out panel-level packaging (FOPLP) capacity to meet surging demand for advanced packaging from the AI, high-performance computing (HPC), and automotive electronics sectors. This also represents a key strategic deployment in PTI's medium- to long-term push into the AI packaging market.

Beyond the panel duopoly, HannStar Display's idle fab in the Southern Taiwan Science Park recently entered into a lease agreement with Wiwynn. Wiwynn leased the fab to accelerate production expansion in response to order fulfillment needs from its U.S.-based cloud service provider (CSP) customers.

Additionally, J-Touch Corporation ceased production at its Southern Taiwan Science Park fab on January 31, 2026, officially exiting the touch manufacturing business due to intense competition in the AMOLED touch sensor mark[...]
Offshore
Jukan SK Hynix Said to Be Reviewing Possible Acquisition of LG Display’s P7 Plant — Legacy Display Fabs Emerging as Takeover Targets for Semiconductor Firms Legacy TFT-LCD fabs suffer from low production efficiency, and no amount of line conversion has been…
et and customer order adjustments. J-Touch's fab also features cleanroom-grade specifications and is undergoing transformation and asset revitalization, with plans to dispose of it through sale or lease. Industry sources have previously indicated that TSMC, Micron, and others have inspected the facility.

Beyond Taiwan's panel industry, South Korean panel makers that have already exited the LCD business are also seeing fab sale developments.

According to industry sources, LGD's P7 fab may potentially be sold to SK Hynix, with negotiations currently underway. While SK Hynix may need to consider the drawback of P7's location in Paju being relatively far from its main operations, industry observers believe that if SK Hynix proceeds with the acquisition, it would be positive news for LGD. LGD's P7 fab, having ceased display panel production, is currently leased to a subsidiary for use.
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