Benjamin Hernandez😎
SECTOR ANALYSIS: The AI and Semiconductor narrative continues to dominate global order flow during the overnight hours. Institutional positioning remains aggressive in the mega-cap tech space.

Watchlist: $NVDA $MSFT $AMD $MU $PLTR

Monitoring for a gap-and-go setup. 💻🎯 https://t.co/di1swYCpaW
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anon
RT @james_riney: It was great catching up with Totoki-san (CEO of Sony) today.

What struck me wasn’t any single initiative, but the tone.

Japan’s largest companies are thinking in decades again. More optimism. More ambition.

The lost decades are over. It's time to build. JAPAN IS BACK. https://t.co/6FV3VrJ3nZ
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Dimitry Nakhla | Babylon Capital®
Two notable insider buys over the past two weeks:

1. $TDG President & CEO purchasing ~$1.22M worth of stock (02/06/2026) 🛩️

1. $SPGI Director purchasing ~$1M worth of stock (02/11/2026) 📊 https://t.co/rmYx0GeaWi
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anon
RT @gdb: taste is a new core skill
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The Transcript
Big tech execs commenting on Capex in the latest earnings calls:

$META CFO: "We anticipate 2026 capital expenditures...to be in the range of $115-135B, with year-over-year growth driven by increased investment to support our Meta Superintelligence Labs efforts and core business"

$MSFT CFO: " Capital expenditures were $37.5B, and this quarter, roughly 2/3 of our CapEx was on short-lived assets, primarily GPUs and CPUs. Our customer demand continues to exceed our supply.

$AMZN CEO: "..we expect to invest about $200B in capital expenditures across Amazon in 2026...but predominantly in AWS because we have very high demand."

$GOOGL CFO: "To meet customer demand & capitalize on the growing opportunities ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175B to $185B"
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anon
RT @Yuchenj_UW: Taste has always been a core skill. https://t.co/Zm105MZu74

taste is a new core skill - Greg Brockman
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God of Prompt
RT @godofprompt: I've written 500 articles, 23 whitepapers, and 3 ebooks using Claude over 2 years, and these 10 prompts are the ONLY ones I actually use anymore because they handle 90% of professional writing better than any human editor I've worked with and cost me $0.02 per 1000 words: 👇 https://t.co/Yx6MCNdLbr
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Clark Square Capital
RT @ClarkSquareCap: Here is this week's special situations digest.

281 situations in activist campaigns, M&A/divestments, management changes, and other corporate events.

Make sure to check it out https://t.co/NZBTGqVC6P
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anon
All I do is from 3:00PM look at every rising stock, analyze why they are rising, look at valuation, etc. and if anything is worth posting - i post it. that's why i posted $6666.T, not to pump it. so panic buying this morning surprises me a bit.
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