Asthma Pump

Attached to nothing. Connected to everything.

[Asthma Pump @DevMudaliar]

Uct Grad 2020.

[The Assembly @InTheAssembly]

We just finished a deep dive on every quality compounder we could find.

We landed on 2 names NOBODY is talking about right now.

Both are spin-offs of one of the most successful capital allocators of the last 30 years.

Both are down ~50% from their highs.

Here they are:

TOI.V Topicus.

Pan-European vertical software business.

Mission-critical software for government, healthcare, education, and financial verticals across 26 countries.

Q1 revenue up 23% year over year. Recurring revenue accelerating. Cash conversion still elite.

Trading around CAD 96, down roughly 50% from the highs.

LMN.V Lumine.

Global communications and media software. BSS, OSS, billing, and network software for telcos and media companies.

Sticky high-margin contracts. Massive consolidation runway in a fragmented industry.

Trading around CAD 20 after a brutal pullback.

The playbook is identical to Constellation Software.

Decentralized. Buy and hold forever. Relentless M&A funded entirely by cash flow.

Normalized multiples are now in the low to mid teens on cash flow. Well below their historical averages. Well below private market comps for the same kind of business.

The software selloff created the setup, but the fundamentals never changed.

We're a team of 8 with one goal. To help you spot truly great stocks at the earliest possible stage.

Turn on notifications and follow us. It's absolutely crucial not to miss the alerts.

There will be a lot of people who regret not following us.

[Crypto Rover @cryptorover]

Claude can FULLY control your Tradingview.

But actually, it can do MUCH more than that.

There a so many usecases.

[Miles Deutscher @milesdeutscher]

If you're in crypto and want to level up your trading with AI..

THIS should be your first step!

These MCPs turn Claude from useless to a crypto expert.

[Allen Braden @allen_explains]

1 hour. That’s all it takes.

This full Claude AI course shows you how to build and automate like a pro.

Save it for the weekend.

[Tabassum Parveen @Tabbu_ai]

Claude FULL COURSE 1 HOUR FOR FREE (Build & Automate Anything)

[Discover @0x_Discover]

I lost my job yesterday

Rent was due

No backup plan

Then I remembered I still had Claude

Asked it:

“Analyze every top Polymarket wallet from the last 90 days and build me something”

$25 → $4,237 in one night
It ingested 10,000 wallets

Cross-referenced win rates, sizing patterns

Market selection identified 7 traders whose edge wasn’t luck

Then it built an autonomous AI agent
Not a script — not an if-then bot

An agent that reads live news feeds
Maps them to open markets

Runs probabilistic inference on crowd mispricing

Detects cross-market arbitrage between correlated outcomes

Sizes positions using Kelly Criterion derived from the wallet patterns it studied

I deployed it at 11:47PM
Closed the laptop
Woke up to a notification

$25 → $4,237

94 trades while I slept
Never asked me anything
Never paused
Never second-guessed

That’s the entire game
Information asymmetry at machine speed

Wall Street pays $2M/year for this

I paid $20/month for Claude

Copy it here:https://t.co/IPY41UFgnZ

[Doctor Profit 🇨🇭 @DrProfitCrypto]

The delusional bulls said a green September means a double-digit green October. Yet we missing this strength. Instead, we got the biggest liquidations ever in “Uptober.” And now these low IQs are daily calling for “Moonvember” and “Bullcember.” The clown show continues!

[Doctor Profit 🇨🇭 @DrProfitCrypto]

The Market is sitting at historic resistance zones

BTC at a 10-year historic resistance
Dow Jones at a resistance since 1899
SPX at a 10-year resistance
DXY sitting on 14-year support

Markets are BEARISH unless these walls break

[Jaynit Makwana @JaynitMakwana]

50+ AI Tools to get ahead of 99% of people:

1. Presentation:

→ Gamma - https://t.co/24uKNTpm1g
→ Plus AI
→ Slides AI
→ Designs AI
→ Decktopus
→ Beautiful AI

2. Research:

→ ChatGPT
→ Claude AI
→ Bing Chat
→ Clearscope

3. Image:

→ Leap
→ Zapier
→ Clarif AI
→ Segmind
→ Gencraft
→ MidJourney

4. Copywriting:

→ RYTR
→ Crayon
→ Copy AI
→ Surferseo
→ Wordtune
→ WriteSonic

5. SEO:

→ VidIQ
→ Alli AI
→ SerpStat
→ WordLift
→ BlogSEO
→ Seona AI

6. Chatbot:

→ Droxy
→ Chatbot
→ Chatfuel
→ Chatbase
→ DialogFlow
→ ChatSimple

7. Logo:

→ Looka
→ Logo AI
→ Logaster
→ BrandMark
→ Namecheap
→ StockImg AI

8. Audio:

→ Sonic
→ Lovo AI
→ LyreBird
→ Descript
→ Auphonic
→ ElevenLabs

9. Marketing:

→ AdCopy
→ TryPencil
→ SendBird
→ Simplified
→ MailChimp
→ AdCreative

Follow @JaynitMakwana for more🤖

[Dhaval Makwana @heyDhavall]

80+ AI Tools to Finish Hours of Work in Minutes:

1. Presentation

- Gamma - https://t.co/pgmiCXfXBo
- Plus
- Prezi
- Pitch
- PopAi
- Slides AI
- Slidebean

2. Ideas

- YOU
- Claude
- ChatGPT
- Perplexity
- Bing Chat

3. Website

- Dora
- Wegic
- 10Web
- Framer
- Durable

4. Writing

- Rytr
- Jasper
- Copy AI
- Textblaze
- Sudowrite
- Writesonic

5. AI Model

- RenderNet
- Glambase App

4. Meeting

- Tldv
- Krisp
- Otter
- Avoma
- Fireflies

5. Chatbot

- Poe
- Claude
- Gemini
- ChatGPT
- HuggingChat

6. Automation

- ClickUp
- Drift
- Outreach
- Emplifi
- Phrasee

7. UI/UX

- Uizard
- Visily
- Khroma
- Galileo AI
- VisualEyes

8. Image

- Stylar
- Freepik
- Phygital+
- StockIMG
- Bing create

9. Video

- Pictory
- HeyGen
- Nullface
- Decohere
- Synthesia

10. Design

- Looka
- Clipdrop
- Autodraw
- Vance AI
- Designs AI

11. Marketing

- AdCopy
- Predis AI
- Howler AI
- Bardeen AI
- AdCreative

12. Twitter

- Typefully
- Postwise
- Metricool
- Tribescaler
- TweetHunter

Follow @heyDhavall for more!

[Ash Crypto @AshCrypto]

THE BULLRUN IS JUST STARTING.

THIS IS A REMINDER THAT THE
BULLRUN IS FAR FROM OVER.

HISTORICALLY, BITCOIN MOVES IN
A RANGE AND THE BULLRUN IS 1001
DAYS FROM BOTTOM TO PEAK.

IF THE SAME TIMEFRAME KICKS IN,
WE CAN EXPECT THE NEXT ATH IN
287 DAYS (WEEK 4 OF SEP 2025).

AFTER THAT, WE CAN EXPECT 406
DAYS OF CONTINUOUS SELLING.

[Asthma Pump @DevMudaliar]

@CheckersSA @Sixty60_Tweets I’ve updated the app, but now when I try to login it comes up with an error message saying “it’s not you, it’s us”, then generates a ticket reference number. Then I get an email saying it’s resolved and I can login, but I can’t and the cycle continues

[naiive @naiivememe]

BlackRock and my BTC

[Asthma Pump @DevMudaliar]

@JHBWater Hi do you have an update here? Still no water in Sandhurst extension 4

[Asthma Pump @DevMudaliar]

@Ashcryptoreal 3PXesAx9KTPnt5CFjKczSFKJV1MTUZt4mY

[Asthma Pump @DevMudaliar]

@Kamil_LFC94 @DeadlineDayLive @johncrossmirror 😂😂😂😂

[Asthma Pump @DevMudaliar]

Completely forgot how fucking sore leg tattoos are 😂😂

[Asthma Pump @DevMudaliar]

Naaaaaah people can’t be that desperate for azul Powerade

[Asthma Pump @DevMudaliar]

My algo is fucked and now I find myself routing for Jelena