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I generated a full earnings teardown with Perplexity Computer from a single prompt. Prompt: Break down Nvidia’s latest earnings. Put actuals next to consensus (revenue, EPS). Highlight segment performance and margin moves. Summarize the headline takeaways, what management emphasized, AI/data center demand signals, key risks, and the outlook. Close...

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71,444 görüntüleme • 2 ay önce •via X (Twitter)

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$NVDA just posted record earnings. What’s wild is I can prompt Perplexity Computer to retrieve the earnings transcript and 10-Q and generate a concise analysis in seconds. The edge no longer belongs to the institutions. It belongs to the people who know how to use AI…
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$NVDA just posted record earnings. What’s wild is I can prompt Perplexity Computer to retrieve the earnings transcript and 10-Q and generate a concise analysis in seconds. The edge no longer belongs to the institutions. It belongs to the people who know how to use AI…

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I asked Perplexity Computer one question: “If Nvidia’s AI data center revenue doubles again, map exactly where every incremental dollar flows across the semiconductor supply chain with a chart” It generated this full supply chain chart and video in minutes. It shows exactly who benefits - memory, foundry, packaging, and more. This level of research used to take hours. Now it takes minutes.
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I asked Perplexity Computer one question: “If Nvidia’s AI data center revenue doubles again, map exactly where every incremental dollar flows across the semiconductor supply chain with a chart” It generated this full supply chain chart and video in minutes. It shows exactly who benefits - memory, foundry, packaging, and more. This level of research used to take hours. Now it takes minutes.

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Every output is traceable. Computer shows where the data came from and links directly to the source behind key numbers. Click any citation or hyperlinked number to open the underlying SEC filing, earnings transcript, market data page, or licensed source.
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Every output is traceable. Computer shows where the data came from and links directly to the source behind key numbers. Click any citation or hyperlinked number to open the underlying SEC filing, earnings transcript, market data page, or licensed source.

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Welcome back to The Hurdle Rate. Episode 47: A Time To Build The crew is back with a wide-ranging breakdown of the week’s biggest themes. They discuss what’s happening on the ground at Bitcoin Investor Week in NYC, then dive into the ongoing debate around bull versus bear markets and whether the market has finally found a bottom. The episode wraps with a discussion of Strategy’s latest earnings call and what it signals going forward. Here’s the latest with Tim Kotzman , Matt Cole , Ben Werkman and Joe Burnett, MSBA 0:30 - Welcome Back to The Hurdle Rate 2:20 - Bitcoin Investor Week in NYC 10:20 - Bull vs Bear Markets 28:30 - Is the Bottom In? 42:10 - Strategy’s Earnings Call

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THIS TOP-TRADER’S 3 CLAUDE PROMPTS TURN ANY STOCK INTO A PROFITABLE INVESTMENT IN 5 MINUTES. Here is how you can become profitable and analyze any stocks in 5 minutes using Claude. This is the exact 3-prompt framework I use to break down stocks fast: >Why is the stock moving? Claude explains the investment thesis, key catalysts, risks, and what Wall Street is saying. >Is the business healthy - and is the stock cheap? Claude checks fundamentals, valuation, and compares it against 5 competitors. >What happens next? Claude builds bull, base, and bear case scenarios - including potential price targets and when to exit. I use this to build my own investment theses before going deeper. Want the full Claude prompt pack? Comment “PROMPT” and I’ll DM it to you. Follow for more AI investing hacks.

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One of the things we wanted to get right with Prophecy is resolution transparency. You can see the exact prompt the AI uses, which data sources it pulls from, and how it reaches consensus. We think this is essential to be able to trust markets and attract larger capital.
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One of the things we wanted to get right with Prophecy is resolution transparency. You can see the exact prompt the AI uses, which data sources it pulls from, and how it reaches consensus. We think this is essential to be able to trust markets and attract larger capital.

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Dip buying will rescue the market. There are times to buy and this is one of those moments with $MU earnings this week as the next catalyst. Press the gas and use a pullback as an opportunity to put money to work!
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I JUST BUILT AN ENTIRE APP IN 10 MIN THAT PEOPLE WOULD PAY $100/MO TO ACCESS i gave perplexity computer one prompt and it built me an app that scans X, reddit, and forums for people literally asking for what you sell stuff like “anyone know a good…”, “looking for help with…”, “what’s the best tool for…” you drop in keywords and it tracks all of it in real time, then ranks each post based on how likely that person is to actually buy it turns every post into a lead with a summary, link, and intent score so you instantly know what’s worth responding to then you click once and it writes the DM, the reply, the cold email, even a content idea based on that post so instead of searching, thinking, rewriting, switching tabs… it’s just see signal → click → send i can save leads, track what i’ve responded to, and run multiple keyword streams at once i can’t code and this thing is basically a full lead gen engine + content machine in one dashboard comment "COMPUTER" and i'll send the exact prompt I used
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I JUST BUILT AN ENTIRE APP IN 10 MIN THAT PEOPLE WOULD PAY $100/MO TO ACCESS i gave perplexity computer one prompt and it built me an app that scans X, reddit, and forums for people literally asking for what you sell stuff like “anyone know a good…”, “looking for help with…”, “what’s the best tool for…” you drop in keywords and it tracks all of it in real time, then ranks each post based on how likely that person is to actually buy it turns every post into a lead with a summary, link, and intent score so you instantly know what’s worth responding to then you click once and it writes the DM, the reply, the cold email, even a content idea based on that post so instead of searching, thinking, rewriting, switching tabs… it’s just see signal → click → send i can save leads, track what i’ve responded to, and run multiple keyword streams at once i can’t code and this thing is basically a full lead gen engine + content machine in one dashboard comment "COMPUTER" and i'll send the exact prompt I used

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Tested the exact same prompt on Seedance 2.0 vs. Omni Flash, and the results are wild. 🤯 Both have their weird little AI mutations (we all know the struggle lol), but the biggest shocker? Omni Flash generated this instantly with zero censorship, while Seedance 2.0 threw a fit and tried to ban the prompt. 💀 Dropping the exact prompt in the thread below 👇 Next up, I’m gonna push them harder with some crazy dynamic animation. Which model do you think won this round? tbh I’m torn.

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Context Rot! What is it? What does it mean? New video breaking down Chroma's latest paper and applying it to interacting with AI 00:00 - What is Context? 04:44 - The Flaw of "Needle in a Haystack" 10:22 - How Distractors Degrade AI Performance 14:31 - The Impact of Prompt Structure 25:55 - Why Unrelated Needles Are Easier to Find 31:02 - The Unreliability of Text Replication 37:03 - Actionable Takeaways for Better Prompting

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🚨JPMORGAN’S STEVE TUSA JUST DROPPED HIS 2026 OUTLOOK, IT’S BULLISH FOR DATA CENTERS🔥 Steve Tusa from JPMorgan has released his 2026 market predictions, with data centers sitting at the center of his outlook. Within the industrials space, he describes data centers as the primary driver, arguing that much of the group’s performance ultimately ties back to the AI and data center buildout. While he acknowledges some recent concern around the sustainability and length of the cycle, his on-the-ground read differs from the narrative that has taken hold in parts of the market. Demand tied to data centers has continued to accelerate through recent months, and he is clear that being materially underexposed to AI data centers is a mistake. In his view, pullbacks should be approached as opportunities rather than warnings. He directly addresses the overbuild debate, which remains a key source of skepticism. According to Tusa, there is no pause in real-world data center construction activity. Order activity has improved in recent weeks and is running stronger than it was around the end of the third quarter. Feedback from hyperscalers suggests supply is still struggling to catch up with demand, reinforcing his belief that the industry remains early in a multi-year buildout rather than late in the cycle. His comment about not seeing any “dark GPUs” sitting idle captures how tight the market still is. From a portfolio perspective, Tusa continues to favor staying with the AI data center buildout trade into 2026. Several data center-exposed industrial names have pulled back, but he views those moves as valuation resets driven by sentiment rather than a deterioration in underlying demand. That reset has created a more attractive entry point than what investors were facing just a few months ago. His preferred setup is a barbell approach. On one side are growth-oriented names with direct exposure to AI infrastructure demand. On the other are idiosyncratic margin expansion stories with some data center leverage, such as Johnson Controls, where he sees earnings growing in the mid-teens to around twenty percent over the next few years at reasonable valuations. Beyond that, he also points to select industrial names with cheaper economic leverage, but the primary focus remains on data center-driven growth and margin expansion. The broader takeaway is that despite skepticism and overbuild chatter, real-world demand, orders, and construction tied to data centers continue to strengthen. From JPMorgan’s perspective, this cycle still has meaningful runway left and is unlikely to be nearing its end anytime soon. $NBIS $IREN $NVDA $ORCL $AMD $GOOGL

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Qullamaggie Motivation - One Bull Market to Change your Finances Forever “Guys, you only need one bull market to get rich and change your financial futures. You only need one bull market. Learn the setups. Learn what moves markets. Learn how stocks move. Learn what moves stocks. Memorize the patterns. You only need one bull market to change your finances forever. I'm talking about this specific breakout and earnings strategy. There are obviously other strategies I use too, but right now I don't have any shorts on or any mean reversion trades on.”
0:44

Qullamaggie Motivation - One Bull Market to Change your Finances Forever “Guys, you only need one bull market to get rich and change your financial futures. You only need one bull market. Learn the setups. Learn what moves markets. Learn how stocks move. Learn what moves stocks. Memorize the patterns. You only need one bull market to change your finances forever. I'm talking about this specific breakout and earnings strategy. There are obviously other strategies I use too, but right now I don't have any shorts on or any mean reversion trades on.”

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Talking points of the Right, factual inconsistencies, and disturbing implications for the delivery of fair justice. I break down the key takeaways from my interview with Justice Chandrachud. newslaundry TheNewsMinute
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Talking points of the Right, factual inconsistencies, and disturbing implications for the delivery of fair justice. I break down the key takeaways from my interview with Justice Chandrachud. newslaundry TheNewsMinute

Sreenivasan Jain

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Want to know the one indicator that signals a market crash? Most people think it's by unemployment or interest rates. But the market doesn't move based on those things - it moves on corporate profits. That’s why the indicator that matters the most is S&P 500 Real Earnings Growth - and it works like a binary signal: Above zero = Earnings are growing → Enter/Hold Below zero = Earnings are falling → Exit This indicator has predicted every major crash: • 1989: Earnings went negative → Market collapsed • 2000: Earnings went negative → Market halved • 2007: Earnings went negative → 60% crash • 2020: Earnings dipped → Market dropped It's the clearest market crash signal you'll find. Want to understand this indicator in more detail? I cover how to track it for free and how to interpret the signals in a 9-minute tutorial. Like + comment "CRASH" and I'll DM it to you.
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Want to know the one indicator that signals a market crash? Most people think it's by unemployment or interest rates. But the market doesn't move based on those things - it moves on corporate profits. That’s why the indicator that matters the most is S&P 500 Real Earnings Growth - and it works like a binary signal: Above zero = Earnings are growing → Enter/Hold Below zero = Earnings are falling → Exit This indicator has predicted every major crash: • 1989: Earnings went negative → Market collapsed • 2000: Earnings went negative → Market halved • 2007: Earnings went negative → 60% crash • 2020: Earnings dipped → Market dropped It's the clearest market crash signal you'll find. Want to understand this indicator in more detail? I cover how to track it for free and how to interpret the signals in a 9-minute tutorial. Like + comment "CRASH" and I'll DM it to you.

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Jensen Huang built the world's most valuable chip company and is telling the next generation of programmers prompt engineering is the future: "Why program in Python? So weird." "The first time I talk to the computer, I'm just speaking in plain English." "English, by the way, human, it's the best programming language of the future." "How do you make a computer do what you want it to do? How do you fine tune the instructions with that computer? That's called prompt engineering. There's an artistry to that." PS. If you found value in this post make sure to like and repost this tweet + follow Uncover AI to stay updated with the latest AI news. See you in the next one:
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Jensen Huang built the world's most valuable chip company and is telling the next generation of programmers prompt engineering is the future: "Why program in Python? So weird." "The first time I talk to the computer, I'm just speaking in plain English." "English, by the way, human, it's the best programming language of the future." "How do you make a computer do what you want it to do? How do you fine tune the instructions with that computer? That's called prompt engineering. There's an artistry to that." PS. If you found value in this post make sure to like and repost this tweet + follow Uncover AI to stay updated with the latest AI news. See you in the next one:

Uncover AI

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🚨IEX and Market coupling, Rajeev Thakker explains what he thinks on the market coupling and IEX. The power market continues to be strong, and power trading has a good future. Market coupling is an uncertainty, In a bear case, Even if a market coupling case does come in, Volumes and liquidity will still remain with IEX, PPFAS owns more than 9% of IEX, And has been buying more, Needless to say, Even in the base case, IEX will continue to remain the market leader Love the fact that PPFAS is even answering investor stock-specific questions and sharing the rationale of investment!
6:31

🚨IEX and Market coupling, Rajeev Thakker explains what he thinks on the market coupling and IEX. The power market continues to be strong, and power trading has a good future. Market coupling is an uncertainty, In a bear case, Even if a market coupling case does come in, Volumes and liquidity will still remain with IEX, PPFAS owns more than 9% of IEX, And has been buying more, Needless to say, Even in the base case, IEX will continue to remain the market leader Love the fact that PPFAS is even answering investor stock-specific questions and sharing the rationale of investment!

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