BR

Avoir Pour Être 🤌🏾

[me @twetsfyp]

THIS CHINESE TRADER USED CLAUDE TO BUILD AN AI TRADING BOT

And recorded this tutorial where he shows how to replicate it from scratch

23 minutes. Step by step. Free.

Bookmark this so you don’t lose it.

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Keep an eye on these two 👀

[NoLimit @NoLimitGains]

The CEO of NVIDIA just told you where the next 10X is hiding.

Worth a follow if you care about your future.

[Cerfia @CerfiaFR]

🚨🇫🇷🇪🇸Kylian Mbappé en 2023 :

"Si je liais mon avenir à la Ligue des Champions - et je manque pas de respect au club - je serais parti très loin".

[Instant Foot ⚽️ @lnstantFoot]

MAGNIFIQUE ! 🥹

10 Après, Pep Guardiola a revu le fameux fan du taxi qui lui avait dit que Manchester City remporterait beaucoup de trophées. 🏆

Il avait raison, et Pep Guardiola l'a emmené voir ces trophées. 👏💙

[Coin Academy @coinacademy_fr]

🚨 Hyperliquid déploie une mise à jour HIP-4, supprimant le besoin d’oracles externes pour les marchés de prédictions.

Les 24 validateurs du réseau déploieront et résoudront désormais les marchés directement onchain via un vote.

[BR @Branly_98]

Paradoxe…

[Raphaël Bloch 🐳 @Raph_Bloch]

London breakfast on crypto adoption in Europe

Pretty striking stat: among French people interested in DeFi, 49% want to go through their bank, 25% through exchanges, and only 10% via their crypto wallet 🙃

“Banks are the most trusted,” confirms @ClaireBalva (@adan_asso)

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Breaking: The President's son is on a heater

Donald Trump Jr's firm 1789 Capital went from $200 million to $3.5 billion in assets in just one year

His biggest win so far has been Cerebras, a chip company he backed at an $8 billion valuation that went public last week at $60 billion

His firm also owns stakes in SpaceX, xAI, Anduril, Databricks, and Groq

Donald Trump Jr's portfolio companies have received over $735 million in government contracts since his father took office

He calls their strategy "Patriotic Capitalism"

[The Assembly @InTheAssembly]

🚨 Leopold Aschenbrenner's 13F just dropped

Check this out, this is absolutely INSANE.

Every major name. All brand new this quarter:

SMH VanEck Semi ETF – $2.04B
NVDA – $1.57B
ORCL – $1.07B
AVGO – $1.01B
AMD – $969M
MU – $584M
TSM – $535M
ASML – $494M
INTC – $159M

Last quarter he held a $747M bullish call on Intel.

THIS QUARTER IT IS A PUT.

He also cut his CoreWeave call from $774M down to $141M

FULL EXITS:

Lumentum, Coherent, Tower Semiconductor, Cipher Mining, Hut 8

What he kept and added:

The bitcoin miners turning themselves into AI data centers.

Applied Digital, Bitfarms, CleanSpark, IREN, Riot.

Plus a brand new stake in Hive Digital.

The thesis writes itself.

Long the companies pouring the concrete for the data centers. Short the chips going inside them.

The man who wrote the manifesto on AGI just bet against the semiconductors building it.

We’ve been in this game for a very long time, and when we make a new move, we’ll share it here.

Turn on notifications so you don’t miss the signal. This is VERY important.

Many people will regret not following us.

[Coin Academy @coinacademy_fr]

🚨 $SPCX l’action pre-IPO de SpaceX est live sur Hyperliquid.

L’Open Interest approche déjà les 2 millions $.

[NoLimit @NoLimitGains]

Nvidia just invested BILLIONS across 7 different companies.

Here’s the full list:

[WOLF @WOLF_Financial]

STANLEY DRUCKENMILLER JUST EXITED ALPHABET ENTIRELY AND LOADED UP ON ARGENTINA

Here are their updated largest holdings and every move they made in Q1 2026, as per @ralliesai

Top 10 equity holdings:

🥇 Natera $NTRA: $613M
🥈 Insmed $INSM: $189M
🥉 Taiwan Semiconductor $TSM: $167M
4. YPF $REPYY: $150M (+433% shares)
5. iShares MSCI Brazil ETF: $132M
6. BBB Foods $TBBB: $110M
7. Alcoa $AA: $99M
8. NewAmsterdam Pharma: $98M
9. Sea Ltd $SE: $91M
10. STMicroelectronics $STM: $90M (+238% shares)

New positions:
- RSP S&P 500 Equal Weight calls: $158M
- Broadcom $AVGO: $61M
- Global X Argentina ETF $ARGT: $36M
- Caris Life Sciences $CAI: $34M
- Revolution Medicines $RVMD: $31M
- Sandisk $SNDK: $24M
- Humana $HUM: $24M
- Twilio $TWLO: $23M
- Jabil $JBL: $22M
- Linde $LIN: $20M
- Seagate $STX: $20M
- Intel $INTC: $18M
- ARM Holdings $ARM: $16M
- Cloudflare $NET: $11M
- Micron $MU: $8M

Biggest adds:
- Adma Biologics: +513% shares
- YPF: +433%
- STMicroelectronics $STM: +238%
- Amazon $AMZN calls: +100%
- Unity Software $U: +80%
- Cleveland-Cliffs $CLF: +33%
- Roku $ROKU: +29%
- Natera $NTRA: +22%
- Sea Ltd $SE: +17%

Biggest trims:
- Amazon $AMZN common: -94% (but added to call position)
- MercadoLibre $MELI: -94%
- Bloom Energy $BE: -82%
- Wabtec: -68%
- Purecycle $PCT: -66%
- Lattice Semiconductor: -65%
- Woodward: -64%
- Restaurant Brands $QSR: -62%
- Coupang: -61%
- Teva Pharmaceutical: -59%

Full exits:
- Financial Sector $XLF: $301M (closed all financials ETF exposure)
- S&P 500 Equal Weight common: $225M (rotated into calls)
- Alphabet $GOOGL: $120M
- Cogent Biosciences $COGT: $79M
- Entegris: $71M
- Docusign $DOCU: $70M
- iShares EM ETF: $49M
- Delta Airlines $DAL: $45M
- ON Semiconductor $ON: $29M
- Flutter Entertainment: $25M
- Goldman Sachs: $24M
- Chipotle $CMG: $14M
- Philip Morris $PM: $11M
- American Airlines: $9.8M
- DoorDash: $8M

The rotation: out of $GOOGL, $XLF, and airlines. Into Argentina ($YPF, $ARGT, $VIST), semis ($STM, $AVGO, $INTC, $ARM, $MU), and biotech.

[Michael Burry Stock Tracker ♟ @burrytracker]

Renaissance Technologies (founded by Jim Simons) just dropped their Q1 2026 13F

Currently a $63.9B portfolio with 3,213 positions

Here's what changed:

Top Buys (approx):
• Apple $AAPL: +$781M
• Nvidia $NVDA: +$278M
• Linde $LIN: +$258M
• Broadcom $AVGO: +$245M
• Alamos Gold $AGI: +$227M
• JPMorgan $JPM: +$202M

Top Sells (approx):
• Netflix $NFLX: -$673M
• Palantir $PLTR: -$542M
• Tesla $TSLA: -$534M
• Procter & Gamble $PG: -$428M
• Costco $COST: -$578M
• Microsoft $MSFT: -$329M

Looks like they're rotating into big tech, energy, and gold while cutting consumer names and momentum plays

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: One of the most closely watched traders on Wall Street just dropped his newest trades

Ken Griffin manages $65B+ at Citadel

Interestingly, he sold streaming and e-commerce to buy into semiconductors

Top Buys:
TSMC $TSMC: Brand new $1.4B position
Micron $MU: Added $682M
Meta $META: Added $518M

Top Sells:
Netflix $NFLX: Fully exited ($643M gone)
ASML $ASML: Fully exited ($553M gone)
Amazon $AMZN: Cut by $1.6B
Nvidia $NVDA: Trimmed by $766M

[NoLimit @NoLimitGains]

🚨 Donald Trump just revealed which stocks he’s buying in 2026

FULL LIST:

VOO
IWB
NOW
NVDA
RSP
ADBE
WDAY
ORCL
MSFT
AVGO
SNPS
CDW
PG
CDNS
TT
TXN
FIS
MSI
ETN
XLI
TDG
AMZN
JBL
COST
AXON
COMT
KRUS
DELL
BA
UBER
IEMG
AAPL
XLK
NVR
SMCI
GOVT
ICE
KLAC
FFIV
AVB
XEL
ARES
WM
EFA
CRM
PNC
DVA
GOOGL
NWSA
WST
HD
CVNA
IEX
NFLX
VTI

TOMORROW, every fund over $100M must legally disclose their Q1 2026 trades to the SEC.

Every major filing will be posted on @InTheAssembly so follow them with notifications.

If you don’t follow them, you will regret it.

[Coin Academy @coinacademy_fr]

🚨 Donald Trump et sa famille ont acheté des actions Coinbase, MARA Holdings et Strategy au premier trimestre.

[The AI Gold Rush 🌟 @aigoldrushh]

Claude just dropped 13 completely FREE AI courses + certificates.

Bookmark this, so you don't lose it.

> Claude 101. Learn Claude for everyday work: https://t.co/36vuzUKATA

> AI Fluency: Frameworks & Foundations: https://t.co/78IFZCmLwK

> Introduction to Agent Skills: https://t.co/Xlxb98cQB8

> Building with the Claude API: https://t.co/CgUx8VyCTV

> Claude Code in Action: https://t.co/NZDdAOCpTT *

> Intro to Model Context Protocol: https://t.co/Zm8G6G7Bvv

> MCP: Advanced Topics: https://t.co/uA20DYzla0

> AI Fluency for Students: https://t.co/MAKhqLuFiI

> AI Fluency for Educators: https://t.co/viek4ytHnW

> Teaching AI Fluency: https://t.co/49yq7Q8jfU

> Fluency for Nonprofits: https://t.co/p72HsvE2Oi

> Claude with Amazon Bedrock: https://t.co/iox4S0oP7l

> Claude with Google Cloud's Vertex AI: https://t.co/lW8wPOcXo0

Follow us if this helped you. ⭐️