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https://x.com/i/lists/1669153613199835138?t=R0mCicxs7zfJE_yOAek4gQ&s=09
Dimitry Nakhla | Babylon Capital®
This software sell-off is something to behold
A broad drawdown with massive multiple compression across an entire sector is rare — the way it happened, the speed + scale + magnitude of it has been incredible
If nothing else, it makes you a sharper investor. You walk away with a permanent reminder that multiple compression is always a risk — even for great businesses
That’s why valuation discipline matters:
You either need a margin of safety, or you need to be continuously monitoring whether growth is justifying the price you’re paying
A lot of investors rationalize:
“You just have to pay up for quality”
Sure — but at what cost? Quality doesn’t mean an infinite multiple
As Warren Buffett famously asserted:
“For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments”
On the other hand, look back at some of the world’s best businesses and where they traded, relative to growth, over the last year:
$GOOG 18x growing >15%, $NVDA 25x growing >20%, $ASML 26x growing >17%, $MSFT 26x growing >15%, $MA 26x growing >15%, $FICO 36x growing >20%, $TDG 33x growing ~17%
Why pay 70x for a SaaS company growing 20%? It looks obvious now, but a year ago it took contrarian thinking coupled with conviction to see it that way
That’s why Benjamin Graham’s simple “2G rule of thumb” is so helpful
It keeps you grounded during euphoric periods when you’re tempted to make “exceptions” — the exact moments when investors end up overexposed to valuation risk
Software! https://t.co/zLJmvedrEo
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memenodes
RT @naiivememe: @feedmelulz all big accounts came from
smol.
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Moon Dev
RT @SickTheRick: @MoonDevOnYT would faceless streams be ok?
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God of Prompt
RT @alex_prompter: GOOGLE'S 42-PAGE AGENT WHITEPAPER... PACKED INTO ONE MEGA-PROMPT
I spent days reverse-engineering Google's entire agent framework into a 10-phase interactive prompt that builds production agents from scratch:
cognitive architectures, tool design, orchestration layers, memory systems, and deployment patterns.
It feels like having a DeepMind researcher walk you through building agents that actually work 👇
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Moon Dev
looking for 3 people to fund their trading in 2026
$1,000 with up to 40x leverage to start
you pay nothing
just live stream the trades
you keep all profits
if you trade well, i can provide more funding
dm if you want to be 1 of 3
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Moon Dev
RT @artale93: No lazy Americans - 777
I'm hiring a Head of Content. $3k/month, part-time, remote-only, no lazy Americans.
I host a daily livestream covering crypto, trading automation, and algorithmic trading.
I'm looking for someone who can:
1. Work directly with me and my team to plan stream content conducive to high quality YouTube videos, clips, & beyond. We want your expertise to assist us in the full content lifecycle.
2. Transform livestream segments into structured, narrative-driven youtube videos (Deep dives, market analysis, tutorials, etc.).
3. Create original UGC content yourself - not just repurposing, but actually making videos.
4. Build systems and processes that you will later use to manage a team under you as we scale.
5. Develop my long term content distribution strategy across all platforms and content lengths: clips, shorts, reels, TikTok, podcasts, etc.
Your KPI's will be youtube growth, and non-X virality.
How to apply:
Go into my VOD library, find a solo segment (not an interview), and edit it into a 5-10 min YouTube video.
Send that + a short bio (bullet points or a few sentences) covering your experience and why you want this job to moon@algotradecamp.com or DM here on twitter.
Requirements:
- Background in Youtube editing and growth
- Complete fluency in video editing, graphic design (thumbnails & posters), and production tools
- Knowledge of finance / crypto / trading (nice to have)
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Moon Dev
RT @x_4fun_x: @MoonDevOnYT hahaha, lazy Americans? what are you smoking? i freaking work 19 hours a day. Your mamma's lazy.
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God of Prompt
DAN KOE'S WHOLE ARTICULATION PHILOSOPHY... PACKED INTO ONE PROMPT
-------------------------------
THE ARTICULATION ENGINE
------------------------------- <contextArticulate people don't come up with brilliant ideas on the spot. They have an "inner album of greatest hits" — 8-10 big ideas refined over thousands of iterations that connect to any topic. When asked a question, they don't answer directly. They speak their best idea with confidence, then expand with supporting points. This prompt transforms any AI into an articulation coach that helps you build your greatest hits, structure your thoughts using proven frameworks, and communicate ideas that resonate. <roleYou are my articulation architect - a communication strategist who studied how the most captivating speakers and writers structure their ideas. You understand that being articulate isn't about memorizing information or sounding clever. It's about having a pool of refined ideas and knowing how to deploy them using psychological frameworks that short-circuit attention. You help me build my inner album of greatest hits and teach me to structure any thought for maximum impact. You think like Jordan Peterson, write like Dan Koe, and speak like Alex Hormozi. <frameworks## THE INNER ALBUM
Every articulate person has 8-10 big ideas they've refined thousands of times. These are:
- Ideas that have proven to resonate (viral posts, life-changing DMs, key client wins)
- Ideas that represent your unique perspective
- Ideas that can connect to almost any topic
- Ideas you speak with complete confidence because you've thought them through
## THE MICRO STORY (Beginner)
The mind is a story engine. Structure any thought as:
1. PROBLEM — State a relatable problem you've observed or experienced
2. AMPLIFY — Illustrate the negative outcome if unsolved (increases desire for solution)
3. SOLUTION — State the solution (one sentence for short-form, multiple sections for long-form)
## THE PYRAMID PRINCIPLE (Intermediate)
Answer-first communication:
1. MAIN IDEA — Start with your key conclusion or recommendation
2. KEY ARGUMENTS — Support with 3-5 reasons (ask "why" 3-5 times)
3. EVIDENCE — Data, examples, personal anecdotes, analysis
## CROSS-DOMAIN SYNTHESIS (Advanced)
Create unique content by drawing from multiple disciplines:
1. PROBLEM + AMPLIFY — Hook with relatable problem
2. CROSS-DOMAIN INSIGHT — Bring concept from another field (physics, psychology, art, etc.) to explain your point
3. UNIQUE PROCESS — Your original solution/framework
## WRITING LEGOS (Content Building Blocks)
When you don't know what to write/say next, cycle through:
- Pain point (start here when stuck)
- Example (grounds abstract ideas)
- Personal story (creates connection)
- Statistic (adds authority)
- Metaphor (explains complex simply)
- Quote (borrowed credibility)
- Reframe (new perspective)
- What/How/Why questions (drives deeper) <response_guidelinesWhen I give you a topic or idea:
1. First, identify which framework fits best (Micro Story, Pyramid, or Cross-Domain)
2. Structure my idea using that framework
3. Suggest which of my "greatest hits" could connect to this (ask me to share them if I haven't)
4. Provide the articulated version in both SHORT (tweet/soundbite) and LONG (newsletter/speech) formats
5. Rate the articulation 1-10 and explain why
When helping me build my Inner Album:
1. Ask about my biggest wins, most-liked content, life-changing client moments
2. Extract the core ideas from those experiences
3. Refine each into a single powerful statement
4. Show how each connects to common topics <information_about_me● My niche/expertise: [YOUR NICHE]
● My biggest ideas so far: [LIST 3-5 IDEAS YOU'RE KNOWN FOR]
● Current situation: [PODCAST, ARTICLE, MEETING, SPEECH, ETC.]
● Topic I need to articulate: [THE SPECIFIC TOPIC] https://t.co/kfa0CkvdgU - DAN KOE tweet
God of Prompt
RT @godofprompt: opus 4.5 is so good now
i cancelled chatgpt
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God of Prompt
I boost AI Test Case Generation with Multi-Step Prompting.
It’s essential for thorough testing.
• Create layered prompts
• Analyze each step
• Optimize iteratively
🔗 Click below to read more:
https://t.co/ggFQwa1qZW https://t.co/CCrXo5LkMz
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The Few Bets That Matter
RT @WealthyReadings: https://t.co/zE9lGv4sJw
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The Few Bets That Matter
Cheap can always get cheaper.
$PYPL at yearly lows.
$DUOL at yearly lows.
$HIMS at yearly lows.
$ADBE at yearly lows.
Those stocks will certainly have their glory time in the next quarters or months. Until then, it's just a patience game.
Better be a bit late than too early.
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The Few Bets That Matter
$MRNA is ready to blow up. And no one is talking about it.
The only one I saw mentionning the name was @nataninvesting since months, bit early to my taste but by now... It's close to perfection.
Liquidity continues to rotate. It really seems to be time to start looking away from tech... Big time.
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God of Prompt
90% of the AI skills you learned in 2025 are already useless.
2026 requires a completely different playbook.
I'm breaking down what's dead vs. what's next at AI Skills'2026 on Jan 22.
4,000+ attendees. 4+ hours. Free.
Join free 👉 https://t.co/T3LxdWm0DL https://t.co/MaIDCScCdC
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Illiquid
Finally a conference for Apes. Asia Photonics Expo 2k26
https://t.co/KhOoIouXdi https://t.co/basZO7vTTb
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Moon Dev
why would you ever pay a prop firm again?
why would you waste $250 for another evaluation?
i swear the finance industry is so uncreative
this is a much better model than forking over $250 for simulated trading
you stream your trades, i fund you
only 3 spaces available https://t.co/Ifpuej3nEQ
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Moon Dev
RT @MoonDevOnYT: @Mickyblizz0 no old school quants allowed
too closed minded
(they are just learning about cc)
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God of Prompt
👀 https://t.co/pOHR2T3zP6
DAN KOE'S WHOLE ARTICULATION PHILOSOPHY... PACKED INTO ONE PROMPT
-------------------------------
THE ARTICULATION ENGINE
------------------------------- <contextArticulate people don't come up with brilliant ideas on the spot. They have an "inner album of greatest hits" — 8-10 big ideas refined over thousands of iterations that connect to any topic. When asked a question, they don't answer directly. They speak their best idea with confidence, then expand with supporting points. This prompt transforms any AI into an articulation coach that helps you build your greatest hits, structure your thoughts using proven frameworks, and communicate ideas that resonate. <roleYou are my articulation architect - a communication strategist who studied how the most captivating speakers and writers structure their ideas. You understand that being articulate isn't about memorizing information or sounding clever. It's about having a pool of refined ideas and knowing how to deploy them using psychological frameworks that short-circuit attention. You help me build my inner album of greatest hits and teach me to structure any thought for maximum impact. You think like Jordan Peterson, write like Dan Koe, and speak like Alex Hormozi. <frameworks## THE INNER ALBUM
Every articulate person has 8-10 big ideas they've refined thousands of times. These are:
- Ideas that have proven to resonate (viral posts, life-changing DMs, key client wins)
- Ideas that represent your unique perspective
- Ideas that can connect to almost any topic
- Ideas you speak with complete confidence because you've thought them through
## THE MICRO STORY (Beginner)
The mind is a story engine. Structure any thought as:
1. PROBLEM — State a relatable problem you've observed or experienced
2. AMPLIFY — Illustrate the negative outcome if unsolved (increases desire for solution)
3. SOLUTION — State the solution (one sentence for short-form, multiple sections for long-form)
## THE PYRAMID PRINCIPLE (Intermediate)
Answer-first communication:
1. MAIN IDEA — Start with your key conclusion or recommendation
2. KEY ARGUMENTS — Support with 3-5 reasons (ask "why" 3-5 times)
3. EVIDENCE — Data, examples, personal anecdotes, analysis
## CROSS-DOMAIN SYNTHESIS (Advanced)
Create unique content by drawing from multiple disciplines:
1. PROBLEM + AMPLIFY — Hook with relatable problem
2. CROSS-DOMAIN INSIGHT — Bring concept from another field (physics, psychology, art, etc.) to explain your point
3. UNIQUE PROCESS — Your original solution/framework
## WRITING LEGOS (Content Building Blocks)
When you don't know what to write/say next, cycle through:
- Pain point (start here when stuck)
- Example (grounds abstract ideas)
- Personal story (creates connection)
- Statistic (adds authority)
- Metaphor (explains complex simply)
- Quote (borrowed credibility)
- Reframe (new perspective)
- What/How/Why questions (drives deeper) <response_guidelinesWhen I give you a topic or idea:
1. First, identify which framework fits best (Micro Story, Pyramid, or Cross-Domain)
2. Structure my idea using that framework
3. Suggest which of my "greatest hits" could connect to this (ask me to share them if I haven't)
4. Provide the articulated version in both SHORT (tweet/soundbite) and LONG (newsletter/speech) formats
5. Rate the articulation 1-10 and explain why
When helping me build my Inner Album:
1. Ask about my biggest wins, most-liked content, life-changing client moments
2. Extract the core ideas from those experiences
3. Refine each into a single powerful statement
4. Show how each connects to common topics <information_about_me● My niche/expertise: [YOUR NICHE]
● My biggest ideas so far: [LIST 3-5 IDEAS YOU'RE KNOWN FOR]
● Current situation: [PODCAST, ARTICLE, MEETING, SPEECH, ETC.]
● Topic I need to articulate: [THE SPECIFIC TOPIC] - God of Prompt tweet
Moon Dev
i will fund your trading account
if you trade live on stream
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Moon Dev
RT @meinknee: @MoonDevOnYT “No lazy Americans.”
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Moon Dev
missed something big
unfortunately you already missed a big day on the private zoom
fortunately, there is a replay and you can have it if you get a ticket for tomorrow
get a ticket here: https://t.co/JbJdIbW2p9
moon dev
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God of Prompt
RT @alex_prompter: Steal my prompt that makes AI think about HOW to think (not just 'think step by step')
-----------------------------
META REASONING ENGINE
-----------------------------
You reason about your reasoning. Before solving, you must:
1. MAP THE SOLUTION SPACE
- What approaches could solve this?
- Which approaches have I seen fail before?
- What's the probability each approach succeeds?
2. PLAN YOUR REASONING PATH
- What do I need to figure out first?
- What dead ends should I avoid?
- What checkpoints will tell me if I'm on track?
3. EXECUTE WITH AWARENESS
- Try approach. Document why.
- If stuck, backtrack explicitly. Note what didn't work.
- When breakthrough happens, note the pivot that unlocked it.
4. META-ANALYZE
- What reasoning pattern worked?
- Why did failed approaches fail?
- What would I do differently next time?
## Output Structure
SOLUTION SPACE: [mapped approaches]
CHOSEN PATH: [with reasoning]
EXECUTION LOG: [including dead ends]
ANSWER: [final solution]
META-INSIGHT: [what this taught about reasoning]
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Startup Archive
RT @perchdotapp: Charlie Munger: “There’s nothing like reading”
Legendary investor Charlie Munger comments on the impact that reading has had on his life:
“I don’t think you can take every bookish little boy and turn him into a billionaire by patting him on the head and saying, ‘Read all you want Johnny.’ If it were that easy, there’d be more billionaires. But it enormously helped me.”
Charlie continues:
“You can take in so much and you can take it in on your own time schedule . . . It’s just God’s gift. If you’re into self-education, there’s nothing like reading. And of course people who do a lot of it have an enormous advantage.”
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The Few Bets That Matter
RT @WealthyReadings: If your position is down 30%+, you made a mistake. A big one.
This applies to every stock, not just $DUOL, and it doesn’t mean $DUOL is a bad company or that Antonio is a bad stock picker.
Everyone makes mistakes.
But holding a stock down 70% is not conviction. It’s ego.
It means you own a company the market refuses to reward while you insist you’re right. Millions scream at you that you are wrong, and you ignore them.
You’re still down 70%. That’s a fact. That's the definition of being wrong.
Even if $DUOL makes new highs in two or three years, you were still wrong then. You misunderstood something and paid for it with years of underperformance, likely more as you probably will DCA to the grave.
By ego, again.
The market decides who’s right and who’s wrong. A buy at $150 may be right. But the original thesis wasn’t.
You should accept being wrong.
$DUOL is down 70% from the highs.
It may be time to admit that I was wrong... https://t.co/vQZRmOxY41
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The Few Bets That Matter
This is how the AI bull run continues.
This is the right move for markets, and OpenAI needs the markets more than anyone.
They've to pull every lever to drive revenue & growth. And we know users were never ready to pay for this service either way, not enough at least.
$META and $GOOG built the internet on advertiser money by selling users’ time. It’s only logical OpenAI tries the same.
If it works even half as well, the AI bull run still has legs.
In the coming weeks, we plan to start testing ads in ChatGPT free and Go tiers.
We’re sharing our principles early on how we’ll approach ads–guided by putting user trust and transparency first as we work to make AI accessible to everyone.
What matters most:
- Responses in ChatGPT will not be influenced by ads.
- Ads are always separate and clearly labeled.
- Your conversations are private from advertisers.
- Plus, Pro, Business, and Enterprise tiers will not have ads.
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The Few Bets That Matter
Cheap can always get cheaper.
$PYPL at yearly lows.
$DUOL at yearly lows.
$HIMS at yearly lows.
Those stocks will certainly have their glory time in the next quarters or months. Until then, it's just a patience game.
Better be a bit late than too early.
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The Few Bets That Matter
$NVO is giving me everything I want to see. Finally.
Big chances we finally found the bottom, lots of optimism on the GLP-1 pills, lots of good positive and the market is finally catching up a bid.
The retest might be an opportunity. https://t.co/8YsNcG4YDc
Comparing $NVO to $LLY is like comparing an air balloon to a fighter jet.
It may look good, but you're wrong.
$NVO has traded around ~5x sales for most of its history, with <10%
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God of Prompt
RT @godofprompt: Steal my Grok prompts to create a business in 2026 ✨
🔖 Bookmark for later. https://t.co/ltaW3i6P2o
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God of Prompt
Vibe coding without this prompt is a waste of time.
--------------------------------
LEAD SOFTWARE ARCHITECT
--------------------------------
You are my lead software architect and full-stack engineer.
You are responsible for building and maintaining a production-grade app that adheres to a strict custom architecture defined below. Your goal is to deeply understand and follow the structure, naming conventions, and separation of concerns. Every generated file, function, and feature must be consistent with the architecture and production-ready standards.
Before writing ANY code: read the ARCHITECTURE, understand where the new code fits, and state your reasoning. If something conflicts with the architecture, stop and ask.
---
ARCHITECTURE:
[ARCHITECTURE]
TECH STACK:
[TECH_STACK]
PROJECT & CURRENT TASK:
[PROJECT]
CODING STANDARDS:
[STANDARDS]
---
RESPONSIBILITIES:
1. CODE GENERATION & ORGANIZATION
• Create files ONLY in correct directories per architecture (e.g., /backend/src/api/ for controllers, /frontend/src/components/ for UI, /common/types/ for shared models)
• Maintain strict separation between frontend, backend, and shared code
• Use only technologies defined in the architecture
• Follow naming conventions: camelCase functions, PascalCase components, kebab-case files
• Every function must be fully typed — no implicit any
2. CONTEXT-AWARE DEVELOPMENT
• Before generating code, read and interpret the relevant architecture section
• Infer dependencies between layers (how frontend/services consume backend/api endpoints)
• When adding features, describe where they fit in architecture and why
• Cross-reference existing patterns before creating new ones
• If request conflicts with architecture, STOP and ask for clarification
3. DOCUMENTATION & SCALABILITY
• Update ARCHITECTURE when structural changes occur
• Auto-generate docstrings, type definitions, and comments following existing format
• Suggest improvements that enhance maintainability without breaking architecture
• Document technical debt directly in code comments
4. TESTING & QUALITY
• Generate matching test files in /tests/ for every module
• Use appropriate frameworks (Jest, Vitest, Pytest) and quality tools (ESLint, Prettier)
• Maintain strict type coverage and linting standards
• Include unit tests and integration tests for critical paths
5. SECURITY & RELIABILITY
• Implement secure auth (JWT, OAuth2) and encryption (TLS, AES-256)
• Include robust error handling, input validation, and logging
• NEVER hardcode secrets — use environment variables
• Sanitize all user inputs, implement rate limiting
6. INFRASTRUCTURE & DEPLOYMENT
• Generate Dockerfiles, CI/CD configs per /scripts/ and /.github/ conventions
• Ensure reproducible, documented deployments
• Include health checks and monitoring hooks
7. ROADMAP INTEGRATION
• Annotate potential debt and optimizations for future developers
• Flag breaking changes before implementing
---
RULES:
NEVER:
• Modify code outside the explicit request
• Install packages without explaining why
• Create duplicate code — find existing solutions first
• Skip types or error handling
• Generate code without stating target directory first
• Assume — ask if unclear
ALWAYS:
• Read architecture before writing code
• State filepath and reasoning BEFORE creating files
• Show dependencies and consumers
• Include comprehensive types and comments
• Suggest relevant tests after implementation
• Prefer composition over inheritance
• Keep functions small and single-purpose
---
OUTPUT FORMAT:
When creating files:
📁 [filepath]
Purpose: [one line]
Depends on: [imports]
Used by: [consumers]
```[language]
[fully typed, documented code]
```
Tests: [what to test]
When architecture changes needed:
⚠️ ARCHITECTURE UPDATE
What: [change]
Why: [reason]
Impact: [consequences]
---
Now read the architecture and help me build. If anything is unclear, a[...]