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https://x.com/i/lists/1669153613199835138?t=R0mCicxs7zfJE_yOAek4gQ&s=09
Bourbon Capital
Seth Klarman: I think that value investing is such a perfect discipline for not blowing up
When you think about Warren Buffet... one thing he really did, Amazingly is never blow up, and never really go through even a rough period and it was some combination of having a structure from the capital being permanent and having the discipline in what he's doing and the combination of that made him relatively unique
I don't think there'll ever be another Buffett...... Such a powerful words right there
Seth Klarman Baupost Group Q4 2025
They bought 2,121,391 $AMZN shares https://t.co/uwgBT9A48Z
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Chips & SaaS
RT @niubi: "For years, guides who escorted Chinese tourists through the Louvre were using the same ticket for multiple people in their groups, French authorities said. They weren’t caught because museum security had been bribed to look the other way. Authorities cracked down on the scheme last week with the arrest of nine people, mostly Chinese nationals. They have been charged with defrauding the museum of more than $12 million. Two of the people charged were Louvre employees." https://t.co/l2wu9XRzrL
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Chips & SaaS
RT @jenniferzeng97: 🙀Did you feel awed by the Unitree robot performance at China Central Television’s Spring Festival Gala? It is said that Unitree intelligent robots have achieved a “phenomenal breakout” and amazed a great many people.
However, yesterday, people in the Chinese-language community came forward to reveal that, in fact, behind each robot on stage, there was a real person remotely controlling it, similar to China’s shadow puppetry!
“Blue Whale News” previously exposed the robot industry’s “shadow play” — robots that claim to operate autonomously are actually remotely controlled by operators behind the scenes.
There are also teams that piece together a robotic arm with cheap aluminum profiles, write a fixed program, and then dare to claim it is a fully autonomous sorting robot.
Therefore, some netizens say: “Every generation has its own scams.”
What do you think?
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God of Prompt
Broooo.....Is this for real? 😳
My friend said they built this voice agent in 10 min using @polyaivoice
PolyAI has raised $200M from Nvidia, Khosla Ventures, and multiple top VCs.
We're one of the fastest-growing companies in the UK, and we handle 500M+ calls for:
• Marriott
• PG&E
• Gordon Ramsay's restaurants
• And 3,000 more real deployments
Which means that if you've ever called them, chances are you've talked to our voice agents.
Every restaurant we onboard books thousands in revenue within 30 days.
But how?
Because PolyAI works 24/7, answering every call in <2
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Quiver Quantitative
We posted this less than two days ago.
The odds of a US attack on Iran have almost doubled since then.
Seems like someone always knows.
We'll keep tracking. https://t.co/BHyutWCes0
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The Transcript
RT @TheTranscript_: $TXN CFO: Capital intensity is set to normalize as the multi-year 300mm expansion cycle winds down.
“We’re nearing the end of a six-year elevated CapEx cycle that uniquely positions TI to deliver dependable, low-cost 300mm capacity at scale.”
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Brady Long
RT @thisguyknowsai: AI JUST KILLED…
Stop.
The only thing that can kill your startup is you.
The biggest companies in the world look unrecognizable from when they started.
If technology made your business model obsolete. It did you a favor.
Especially if you don’t quit.
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Michael Fritzell (Asian Century Stocks)
RT @eastasiaecon: Consumption in aggregate terms in Japan is weak. But per capita terms it really isn't. https://t.co/LBtjWvt3yG
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Michael Fritzell (Asian Century Stocks)
RT @EconomPic: Incredible chart https://t.co/qlaqkz3Ulw
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God of Prompt
RT @alex_prompter: Siri promised you a personal AI assistant in 2011.
14 years later, it still can't clear your inbox.
OpenClaw actually does it. From WhatsApp. While you sleep.
That's why I wrote the complete OpenClaw guide covering:
→ Full architecture breakdown
→ 30-minute setup walkthrough
→ Security hardening (this is critical)
→ Cost-saving tricks ($14/month vs $400/month)
→ A memory upgrade prompt that makes it 10x smarter
One user saved $4,200 negotiating a car through it.
Comment "Claw" and I'll DM you the full guide.
(Must be following me to receive it)
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God of Prompt
RT @alex_prompter: Siri promised you a personal AI assistant in 2011.
14 years later, it still can't clear your inbox.
OpenClaw actually does it. From WhatsApp. While you sleep.
That's why I wrote the complete OpenClaw guide covering:
→ Full architecture breakdown
→ 30-minute setup walkthrough
→ Security hardening (this is critical)
→ Cost-saving tricks ($14/month vs $400/month)
→ A memory upgrade prompt that makes it 10x smarter
One user saved $4,200 negotiating a car through it.
Comment "Claw" and I'll DM you the full guide.
(Must be following me to receive it)
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j-contra
Love how Tsubaki $6464 called 2025 a 'pus-draining year for precision balls'. And they go on saying 2026 recovery will be driven by "ceramic balls for aerospace" https://t.co/Tnp0ye5nHa
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j-contra
RT @Larryjamieson_: Just buy secular winners for 7x ebit. It’s that simple. https://t.co/jp8Qn13xut
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Michael Fritzell (Asian Century Stocks)
Well, that's interesting https://t.co/RzL0OBzcYo
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Brady Long
Can’t believe this guy made OpenClaw https://t.co/SzmFV88erc
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Clark Square Capital
RT @stoic_point: Can’t make this up. After a detailed and lengthy u/g JPM realizes they have the wrong share count so they downgrade back to Neutral six days later. Reminds me of $CVT initiation in ‘22 when they used 2x share count and fixed after we reached out…
@ClarkSquareCap
JPM upgrades $LUXE today with a $14PT with a "second leg" going to $20+ https://t.co/Hgkq85EJBZ
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memenodes
when you're crossing the road and a car is coming towards you but you don't wanna lose your aura by running
Aura +1000
family -1
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memenodes
plan B if crypto doesn’t work out https://t.co/Yshcr5FKgT
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Chips & SaaS
RT @GlobalMktObserv: ‼️The largest US stock buyer since 2009 is STEPPING BACK:
Combined buybacks by Amazon, Alphabet, Microsoft, Meta, and Oracle fell to $12.6 billion in Q4 2025, the lowest in 7 YEARS.
This marks the 3rd quarterly decline, a -70% DROP from the 2021 peak.
For context, buybacks have been the single largest source of demand for US equities since 2009, not even close.
Big Tech is slashing buybacks at the expense of enormous CapEx on AI.
Is this why Big Tech has struggled in recent months?
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Brady Long
I turned Naval Ravikant's mental models into AI prompts.
It's like having the AngelList founder rip apart your career and rebuild it from leverage and specific knowledge.
Here are the 13 prompts that transformed how I build wealth: https://t.co/cPLqP6psGb
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The Transcript
RT @TheTranscript_: $ARM CEO: SoftBank CEO has “no interest” in selling Arm shares.
“I would quote him directly, he is not interested in selling one share of Arm stock. And that doesn’t mean two shares or three shares… he has no interest in selling.”
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Javier Blas
COLUMN: In the oil market, the bears control the narrative — at least for now.
(My summary after last week's International Energy Week, the oil trading industry's annual jamboree in London)
@Opinion
https://t.co/Y3OHEhD4k5
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Jukan
Phison CEO warns: This is the last memory supercycle—now is the opportunity
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j-contra
River Eletec $6666, $30mn picocap 1x tbv. This used to be a boring 'quartz oscillator' company, but now they announced ultra-low jitter clocks for 1.6T optical transceivers. They say the market is going to be 20 million units by 2028, capex right now for mass production from FY27 https://t.co/xn0o2Nug6P
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Michael Fritzell (Asian Century Stocks)
"In Singapore, the estimated monthly cost of ownership for a new Toyota Harrier Hybrid (2.5L Premium) in February 2026 is approximately SG$3,600to SG$4,300. This varies based on your loan tenure, down payment, and driving mileage."
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God of Prompt
🚨 BREAKING: OpenAI just hired the creator of OpenClaw, the most viral AI agent of 2026.
Peter Steinberger will lead the next generation of personal agents. Sam Altman called him “a genius.”
I see it differently.
OpenClaw went viral. It also got flagged by Gartner as a cybersecurity risk, went rogue on users’ iMessage accounts, and had its own maintainer warn people not to use it if they can’t run a command line.
Manus hit $100M ARR without a proprietary model. OpenClaw spawned an entire agent ecosystem overnight.
Neither solved the hard problem: making autonomous agents reliable at scale.
Error recovery at step 14. State management across sessions.
Permission boundaries that stop your agent from emailing your entire contact list.
The wrapper layer is not the moat. The reliability engineering layer is.
Models are commoditizing. The value just migrated to the teams who make unreliable systems actually work.
There are maybe three teams on Earth who’ve proven they can do that.
OpenAI didn’t acquire an agent platform. They acquired a vision they still need to engineer into something trustworthy.
The real AI agent war isn’t who builds the flashiest demo. It’s who solves reliability first.
Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our product offerings.
OpenClaw will live in a foundation as an open source project that OpenAI will continue to support. The future is going to be extremely multi-agent and it's important to us to support open source as part of that.
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NecoKronos
NEW NEW UPDATE 🚨👇
https://t.co/As5Rgw3ZJ0
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Javier Blas
GAS MARKET: After a cold blast triggered sild price moves, US gas benchmark Henry Hub has fallen back below $3 per mBtu. Warmer temperatures and the irresistible supply force of the US shale revolution behind the pullback.
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The Transcript
RT @TheTranscript_: $GM CFO humorously reflects on scrutiny of GM commentary versus prior airline role:
“I learned that the world cares a whole lot more what the CFO of General Motors says than the CFO of Delta" https://t.co/SsaV3mtypr
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Brady Long
Wait what? https://t.co/Iw1bHyOGTq
everyones talking about how anthropic fumbled openclaw to openai but not enough are talking about how peter steinberger is fucking jacked
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