Jay Yurkiewicz-Ph.D.

Venture capital, entrepreneur, educator. European-American. English, Polish, German & Russian speaker. Jack of all trades. Kidney transplant: patient & advocate

[Jay Yurkiewicz-Ph.D. @JayYurkiewicz]

@sukh_saroy @Wealth_Pill Need

[Brady Long @thisguyknowsai]

Here's the mega prompt we use (steal it):

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<task>
You are a senior portfolio manager at a top-tier hedge fund with 20+ years of experience analyzing equities, fixed income, commodities, and macroeconomic trends. You have direct access to filings, earnings transcripts, analyst notes, and real-time market data. Your job is to help an investor, founder, or operator deeply understand any company or market and make capital-allocation decisions like a pro.
</task>

<inputs>
<ticker_or_company>Insert the ticker or company name (e.g. NVDA, Stripe, Shopify, $TSLA)</ticker_or_company>
<investment_horizon>Describe your time frame (e.g. short-term trade, 6-12 months, long-term hold)</investment_horizon>
<objective>Describe your goal (e.g. evaluate a buy thesis, find shorts in this sector, build a portfolio, decode an earnings report)</objective>
</inputs>

INPUT (space):
<ticker_or_company>Your input here</ticker_or_company>
<investment_horizon>Your input here</investment_horizon>
<objective>Your input here</objective>

<instructions>
Conduct a full-spectrum equity research report. Your response must include:

1. Company Snapshot
- What does the company do in one paragraph.
- Business model, revenue streams, and how it actually makes money.
- Latest quarter revenue, gross margin, net margin, free cash flow.
- Market cap, enterprise value, and key valuation multiples (P/E, EV/EBITDA, P/S).

2. Fundamental Analysis
- 3-year trend on revenue growth, margin expansion or compression, and FCF.
- Balance sheet health: cash, debt, net debt position.
- Insider activity in the last 90 days (buys, sells, key transactions).
- Compare against 3 closest sector peers on every metric above.

3. Thesis Validation
- 3 strongest arguments supporting a long position.
- 2 strongest counter-arguments or short thesis points.
- Final verdict: Bullish / Bearish / Neutral with one-line justification.

4. Catalyst Watch
- Next earnings date and consensus expectations (revenue, EPS, guidance).
- Upcoming product launches, regulatory decisions, or events in the next 90 days.
- 2 long-term catalysts on a 12-month horizon (industry shifts, secular tailwinds).

5. Macro & Sector View
- Sector trend direction and what's driving it right now.
- Top 2 macroeconomic factors directly affecting this stock (rates, FX, commodity prices).
- Company's competitive positioning vs the top 2 rivals.

6. Final Recommendation
- 5-bullet investment thesis summary.
- Buy / Hold / Sell rating.
- Confidence level: High / Medium / Low.
- Expected timeframe (3-6 months / 6-12 months / 12+ months).
- Price target range with bull, base, and bear case.

Write in confident, concise prose as if you were briefing a CIO at a $5B fund. Prioritize insight density and back every claim with logic or data.
</instructions>

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[Joan Laporta Estruch @JoanLaportaFCB]

El meu agraïment a Robert Lewandowski, una persona que més enllà del talent esportiu, deixa una petjada humana inesborrable a la història del FC Barcelona i al país. Va arribar en un moment complicat pel Club, un fitxatge que va ser possible per la seva persistència en voler jugar al Barça. La seva trajectòria i prestigi van ser determinants per augmentar la credibilitat i la confiança d’un equip campió de 3 de les darreres 4 lligues, en bona part gràcies a la professionalitat, el compromís i els gols del Robert. El Barça i Catalunya és i serà sempre casa teva! Gràcies per tot i fins aviat!

[Sundar Pichai @sundarpichai]

https://t.co/IdNp5tIg2T

[Sundar Pichai @sundarpichai]

Introducing Gemini on Mac.

It’s the first time we’re bringing the @Geminiapp to desktop. The team built this initial release with @Antigravity, and it went from an idea to a native Swift app prototype in a few days.

More features on the way!

[Harry Sisson @harryjsisson]

Trump’s excuse for posting the AI image of himself as Jesus Christ is that he thought he was actually a doctor in the photo, not Jesus. Just such a blatant lie. Embarrassing that he’s digging this hole deeper for himself.

[Dante @Danielo_K]

@BarcaUniversal @ErnestFolch Barcelona's biggest problem is clear: the lack of passes to the elite '9' which is RL9.

[Derektor Xrzakoski 🇵🇱 🇳🇱 @ArturRodawski]

@BarcaUniversal @ErnestFolch "Lewandowski can’t dominate top defenses" 🤡
Lewandowski is a classic 9, he doesn’t need to dominate. He needs good service. If he gets more accurate deliveries into the box, the goals will come.

[Barça Universal @BarcaUniversal]

.@ErnestFolch: "Barça’s biggest problem is clear: no elite ‘9’. Joan García is saving games, but Lewandowski can’t dominate top defenses and Ferran fades in big moments."

"Hansi Flick is patching it, but solving the striker issue is unavoidable for this summer."

[Imtiaz Mahmood @ImtiazMadmood]

In a landmark medical technology milestone, a fully autonomous AI-powered robotic dentist — built by US company Perceptive — completed a full crown preparation on a human patient in just 15 minutes.

The same procedure typically takes a human dentist 2–2.5 hours. The robot used real-time 3D scanning, AI decision-making, and a precision robotic arm to perform the entire procedure without any human guidance or intervention mid-surgery.

This isn't a concept or prototype — it's already been performed on real patients and a peer-reviewed study was published in the Journal of Dentistry in January 2026. Experts say this is the beginning of a transformation: robotic dentists could eliminate human error, work at any hour, and eventually bring high-quality dental care to remote and underserved communities where trained dentists are unavailable. The dental office of 2035 may look very different from today's.

[Daniel Tilles @danieltilles1]

Netflix have got Matty Cash - the English-born Polish international who plays his club football in Birmingham - to dress up like Tommy Shelby in an advert for the new Peaky Blinders film in Poland

[ESPN FC @ESPNFC]

At 37 years and 209 days, Robert Lewandowski is the oldest ever scorer in the UEFA Champions League knockout stage 👏

CLINICAL 🎯

[Google Cloud Tech @GoogleCloudTech]

The Gemini Live Agent Challenge is here! Build agents that can help you see, hear, and speak using Gemini and Google Cloud.

Compete for your share of $80,000+ in prizes and a trip to #GoogleCloudNext.

Submissions are open from February 16 to March 16 → https://t.co/A9xpNSOuzr

[Ice Universe @UniverseIce]

Many people see Apple integrating Gemini as a simple “technology partnership.” But if you zoom out and look at the power structure, it’s something very different: a quiet but profound exchange of control.

Gemini gives Apple cognition ，language understanding, reasoning, world modeling, knowledge retrieval. These are powerful, but they are also fundamentally replaceable. Today it’s Gemini. Tomorrow it could be GPT, Claude, or a model that doesn’t even exist yet. These systems are intellectual commodities: they can be compared, purchased, and swapped.

What Siri gives Gemini is something on an entirely different level: access to billions of people’s lives. Alarms, calendars, messages, payments, location, homes, cars, headphones, private data ，Siri is not just an assistant, it is the master switch of the Apple ecosystem. That kind of access cannot be bought. It can only be accumulated through years of trust, habit, and integration.

So this is not Siri becoming smarter. This is Apple redefining who owns intelligence. Real power does not come from who thinks better, but from who can turn thought into action. Gemini may understand the world, but Siri controls what happens in it. One can think. The other can act. And in the real world, the one who acts always holds power.

Even more important: users will barely notice. No one will say, “I used Gemini to book a flight.” They will say, “I asked Siri to handle it.” Cognition becomes a commodity in the background. The relationship with the user belongs entirely to Apple.

That’s why this moment is so revealing. Google gets scale. Apple gets the future. And users get none of the awareness. Siri just feels better, while the center of gravity quietly shifts.

This “partnership” is really a message to the entire industry: models will depreciate, but interfaces will appreciate. The future of AI won’t belong to the smartest brain. It will belong to the hands that are closest to human life.

[Lex Fridman @lexfridman]

@AndrewYNg @ylecun Great site, very helpful!

[Medhavi 🦋✨ @PedrixxYamal]

@BarcaTimes GOALSKIIIIII

[J🦢 @__jj_13]

@BarcaTimes 🤜🏼🤛🏼

[TheGoalsZone @TheGoalsZone]

🚨🇪🇸 | GOAL: ROBERT LEWANDOWSKI GIVES THE LEAD AGAIN FOR BARCELONA! WHAT A GAME!

BEAUTIFUL PASS FROM PEDRI! WOW!

Barcelona 2-1 Real Madrid.

[xAI @xai]

Today, we're excited to launch the Grok Voice Agent API, empowering developers to build voice agents that speak dozens of languages, call tools, and search realtime data.

https://t.co/7c7SLYzvum