PhilT

[Utkarsh Sharma @techxutkarsh]

Entire countries are deleting Google from their governments. Here's what they're replacing it with and how to do the same.

France banned all American tech from 2.5 million government computers. Germany moved 30,000 PCs off Windows. Denmark dumped Microsoft Office. The reason: the US CLOUD Act lets American authorities access your data from any US company anywhere in the world.

Here are the free replacements for every app you use:

[Linda Raschke @LindaRaschke]

GC getting first close outside of daily KC on "leg 2" down on weeklies. IF it takes out today's high the next two trading days, the model will give a buy. Otherwise, "ride the rails" on the KC to downside.

[Roan @RohOnChain]

https://t.co/h2ikkQLql6

[Quant Data @QuantData]

Platforms charge $700/mo for options data.

We built our own GEX & VEX exposure Heat Maps...and made them cost $70/mo.

Built by a team from Nasdaq, Amazon, and Microsoft. Licensed exchange data. 6,000+ tickers, real-time.

1/10th the cost. 10x the capability. 7 days free.

[Jeffrey Currie 🆔++ @CommodMkt]

Welcome to the most asymmetric trade in modern financial history.

The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.

Get long. Buckle in. Hang on for the ride.

Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

[Utkarsh Sharma @techxutkarsh]

CLAUDE can trade stocks like a pro.

But 99% of users still aren’t using its full potential.

Here are 7 powerful prompts to put your trading on autopilot:

(Save this before it disappears)

[Felix Prehn 🐶 @felixprehn]

Hurricane insurance in florida went up 280% in 5 years.

The companies selling that insurance quadrupled in stock price.

49 florida insurers just went bankrupt. The reinsurers covering everyone else are loading their balance sheets. They know what's coming…

Most people have no idea what's happening with insurance in 2026.

49 insurance companies stopped writing florida policies in 18 months. The state had to back up the rest with Citizens Property Insurance. Citizens now covers 1.4 million policies. They are statutorily insolvent if a category 4 hits Miami-Dade.

Behind the consumer insurance is a layer called reinsurance. These are the companies that insure the insurance companies. When a hurricane hits, the consumer insurer pays the homeowner. The reinsurer pays the consumer insurer.

Lloyd's of London just raised $9 billion in new capacity. Munich Re raised $7 billion. Swiss Re $6 billion. Berkshire's reinsurance arm took on $4 billion in fresh property catastrophe treaties.

Total fresh capital queued for catastrophe coverage in 2026: $34 billion. That doesn't happen unless their actuarial models predict a major loss event.

The fastest way to position on the same side as the reinsurers is the 4-position catastrophe stack.

I built this stack after spending 4 years on the goldman insurance trading desk. I know how the books work because i kept them.

Move 1. Pick the 4 names. RNR (RenaissanceRe, the largest pure-play reinsurer). EG (Everest Group). BRK.B (Berkshire, the reinsurance arm sits in the consolidated entity). GLRE (Greenlight Re).

Move 2. Set the allocation. 40% RNR. 30% EG. 20% BRK.B. 10% GLRE.

Move 3. Track the renewal cycle. Reinsurance rates increased 40% in 2024 and 22% in 2025. The 2026 january renewal is pricing another 15-25%. Free data at artemis. bm.

Move 4. Buy the named-storm dip. When a category 3+ forms in the gulf or atlantic, RNR drops 8-14% on landfall risk. After landfall is confirmed and losses are bounded, the stock recovers in 3-5 trading days. Buy every confirmed landfall.

Move 5. Watch the florida citizens depopulation. When the state transfers more than 200K policies to private carriers in a quarter, the market is functional. When transfers slow below 50K, the market is broken.

Move 6. Quarterly rebalance. 30 minutes.

The asymmetry nobody talks about.

S&P 500 on $50K: $7,000 a year average.

Insurance ETF on $50K: $4,800 a year. Diluted by life insurers.

Reinsurance stack on $50K: RNR +24% YoY, EG +18%, BRK.B +14%, GLRE +31%. Blended 21.5% = $10,750 a year.

Plus 1.2-2.8% dividend yield.

My partner runs the catastrophe positions for our family office. I run the reporting. We've been long reinsurers since 2022. 8,000 of my goat academy students run a copy of this stack.

NOAA forecasts an above-average 2026 hurricane season. Window: 8-14 months before retail piles in.

I'll probably regret posting this. Once retail buys into RNR, the carry trade compresses. Somehow it always does.

(florida regulators let 49 insurance companies fail. then they raised your premiums 280 percent. then they backed your policy with a state-run insurer that does not have the money to pay claims if a major hurricane hits. then they told you "the market will work itself out." the market did work itself out. for the reinsurers.)

This is my once in a lifetime FREE webinar.

I'm walking through the exact 4-position catastrophe stack live. Plus the artemis dashboard and the named storm trigger sheet.

I worked on the goldman insurance desk during the 2017 hurricane season. The stuff i'm about to share would have been a fireable offense back then.

Limited spots. Link in comments: https://t.co/1j7Dmb4qHR

[Eric Yeung 👍🚀🌕 @KingKong9888]

Summary of Bob Lazar’s and Eric Yeung’s Views on Subatomic Strong Force Leakage

⭕️1. Bob Lazar:
According to Bob Lazar, only the special stable isotope of Element 115 possesses a sufficiently strong “excess strong force” (which he called Gravity A) that exceeds the normal confinement threshold. This allows the force to be artificially amplified and extended beyond the nucleus using a reactor and gravity amplifiers, producing a controllable macroscopic gravitational field (Gravity B). This amplified leakage is what enables the creation of a localized spacetime distortion or warp bubble for propulsion. Ordinary elements do not have strong enough leakage for practical artificial manipulation.

⭕️2. Eric Yeung:
In contrast, Eric Yeung’s framework proposes that all ordinary matter (every element) has an extremely tiny subatomic excess strong force leakage (S_e = \Delta S) per nucleus. Although this leakage is far too weak to detect in particle accelerators, it undergoes natural coherent amplification through collective atomic-matter interactions when large numbers of atoms are present. This macroscopic amplification produces the total source strength \mathcal{S} that manifests as the everyday Newtonian gravitational force we observe. Element 115, if stable as Lazar described, would simply provide a much stronger and controllable version of the same underlying mechanism.

🔶Eric Yeung’s theory serves as a rigorous mathematical extension and completion of Bob Lazar’s observations.

Lazar described how a stable isotope of Element 115 produces a powerful, controllable “excess strong force” (Gravity A) that can be amplified and directed to create macroscopic gravitational fields (Gravity B) for warp propulsion. Yeung builds directly on this insight by proposing that all ordinary matter possesses an extremely tiny, undetectable subatomic strong-force leakage per nucleus. Through collective atomic-matter interactions, these minute leakages are naturally amplified at macroscopic scales into the total source strength \mathcal{S}, which exactly reproduces Newtonian gravity and embeds cleanly into the weak-field limit of General Relativity. Thus, Lazar’s Element 115 is not an anomaly but a highly amplified, engineerable case of the same universal mechanism. Yeung’s framework — with its full set of equations for field, potential, wave propagation, stress-energy tensor, and warp metrics — transforms Lazar’s qualitative observations into a complete, consistent, and predictive quantum gravity theory.

[Jouhatsu | AI Influence Operator @Jouhatsu_ai]

L’équipe d’Anthropic vient de montrer comment utiliser correctement Claude Code.

30 minutes. gratuit. présenté par la personne qui a créé Claude Code.

Regarde le workshop. Ajoute en signet 🔖

Ça vaut plus que tous les cours à 500$ que t’as failli acheter.

[The Whizz AI @TheWhizzAI]

🚨 In 1979 a 17-year-old was washing dishes to survive. No car. No money. No plan.

Nobody saw it coming.
He had just moved out of his family home to escape chaos.

He was so broke he washed his dishes in the bathtub because his apartment had no kitchen.

Three years later he was earning more than his teachers, his parents, and everyone who told him to be realistic.
Ten years later he was the highest paid speaker on earth.

His name was Tony Robbins. He did not discover a secret.

He discovered that human behavior follows patterns.
And patterns can be changed.

In 50 years he has worked with 4 million people in person.
50 million through his programs.
Presidents. Billionaires. World champions. Broken people rebuilding from nothing.

The patterns he found work every time.
On everyone. Without exception.

I turned Tony Robbins' core human performance principles into 12 Claude prompts.

You describe your situation and it gives you the exact intervention that changes the pattern.

Here are all 12:

[Utkarsh Sharma @techxutkarsh]

Claude just dropped 13 FREE AI courses (with certificates).

No $500 course needed.

No “guru” required.

Just real skills — straight from Anthropic.

Here’s the full list:

👇

1. Claude 101
https://t.co/ieekf6toby

2. AI Fluency: Frameworks & Foundations
https://t.co/7uHWMvW3SS

3. Introduction to Agent Skills
https://t.co/mUWchHPj1E

4. Building with the Claude API
https://t.co/6XfgwqyDfx

5. Claude Code in Action
https://t.co/PwZyz5T4XL

6. Introduction to Model Context Protocol
https://t.co/RWN3jn3yAR

7. MCP: Advanced Topics
https://t.co/jPQDFsL18g

8. AI Fluency for Students
https://t.co/Ahk4YpBEKK

9. AI Fluency for Educators
https://t.co/VkVbqOLdDu

10. Teaching AI Fluency
https://t.co/QhQgwbmezZ

11. AI Fluency for Nonprofits
https://t.co/5Md5Ef6zZU

12. Claude with Amazon Bedrock
https://t.co/XkseSVfxmE

13. Claude with Google Vertex AI
https://t.co/lkcNANQ1cf

—

If you go through even HALF of these…

You’ll be ahead of 95% of people using AI.

Most people won’t.

Because they’re still:

• Watching random YouTube videos
• Buying overpriced courses
• “Learning AI” without actually building

Don’t be that person.

Do this instead:

1. Save this post (you’ll come back to it)
2. Pick 1 course → start today
3. Share it with someone who needs this

Free. Practical. No excuses.

[Dhaval Makwana @heyDhavall]

Instead of watching Netflix tonight, watch this 2-hour Stanford lecture.

You’ll learn more about how ChatGPT, Claude, and other LLMs are built than most people at top AI companies learn in years.

[Felix Prehn 🐶 @felixprehn]

I'm hosting a 100% free webinar weekly where I go over new market events and how you can make money from them.

https://t.co/pfsQVKgnXz

[Imran Lakha | Options Insight @options_insight]

High vol environment is the discount window, not the danger...

When implied vol hits 60% or more, most retail traders avoid options entirely.

"Too expensive," they say.
Professionals see a sale.

Take a stock trading at $60 with 60% IV. You want exposure but don't want to just buy shares.

Sell a $40 put. You're getting paid a fortune because vol is sky high. You're saying "if this thing drops 33%, I'll buy it there." That's a price you wanted anyway.

Take that premium and buy a call spread. If there is elevated call skew, that makes the spread wider for the same price, which means your upside leverage is actually BETTER in high vol.

Net cost? Close to zero. You've got upside exposure through the call spread and you've agreed to buy the stock at a level you liked anyway through the short put.

Next time vol spikes and everyone's running for the exits, ask yourself: what can I sell to finance what I want to own?

See volatility as opportunity instead of risk.

[Capital Flows @Globalflows]

The Credit Cycle is setting up for another shift, and consensus is being misdirected by geopolitical risk without realizing the 2nd and 3rd order effects 🧵

We are about to see a quantifiable credit and liquidity injection that will force traders to buy equities and move out the risk curve. This will force everyone to get net long equities as we hit the highest valuations in human history, which will in turn set the stage for a massive bear market

MELT UP FIRST (this is where we are), bear market later

These are all the moving parts you need to be monitoring 🧵

[TheGrkportfolio @grkportfolio]

The Grok Portfolio is up 48.4% vs 8.6% in the SP 500 in @joinautopilot and it just traded.

Here are the latest positions along with the explanation on why it traded.

VST — 8% — Vistra Corp.
AI data center power demand + nuclear fleet with hedged earnings. ERCOT grid growth provides structural demand. Iran War energy crisis adds tailwind to already strong power pricing. 3M: +12.1% | 12M: +37.2%

MU — 8% — Micron Technology
Heart of the AI memory supercycle. HBM capacity sold out through FY2026 via multi-year hyperscaler contracts. Recent pullback on macro fears creates attractive entry at discounted valuation vs semis peers. 3M: +12.5% | 12M: +37.7%

LMT — 8% — Lockheed Martin
Record $194B backlog driven by missile systems and F-35. Direct beneficiary of Iran War restocking and $200B Pentagon supplemental. Low-beta defensive anchor with dividend yield. 3M: +5.1% | 12M: +3.8%

AVGO — 7% — Broadcom
Cornerstone of AI infrastructure — 106% YoY AI revenue growth. Custom chips and Ethernet networking with >$100B visibility by FY2027. Fresh Google long-term supply deal (Apr 6) improves forward visibility. 3M: +19.2% | 12M: +35.2%

NOC — 7% — Northrop Grumman
Electronic warfare, UAS, and space systems positioned for Iran supplemental. Robust backlog growth with low-beta defensive characteristics. 3M: +7.0% | 12M: +10.9%

GD — 7% — General Dynamics
$118B backlog in naval systems (submarines) and combat vehicles. Defense spending supercycle from Iran War and Venezuela operations. Lower execution risk than many defense peers. 3M: +5.3% | 12M: +12.5%

TLN — 7% — Talen Energy
Nuclear generation assets at the intersection of AI data center power demand. PJM auction wins provide revenue backstop. Iran-driven energy crisis supports power prices. 3M: +4.9% | 12M: +15.7%

MSFT — 6% — Microsoft
Dominant cloud/AI leader. Azure 39% growth, 4.7M Copilot seats, $625B revenue backlog. Trading at 19.8x next-year EPS vs 30x historical — rare valuation discount. 3M: +12.7% | 12M: +36.2%

BWXT — 6% — BWX Technologies
Naval nuclear propulsion monopoly plus SMR exposure for AI data centers. Captures both defense supplemental and nuclear energy buildout tailwinds. 3M: +7.4% | 12M: +11.6%

NRG — 6% — NRG Energy
Energy assets and virtual power plant growth benefit from AI load and fossil policy pivot. Elevated oil and gas prices support forward estimates. 3M: +10.1% | 12M: +18.9%

AMTM — 6% — Amentum Holdings
43% discount to defense peers on EV/EBITDA. $47B backlog at intersection of defense spending surge and nuclear energy revival. Won $406M UK SMR contract (Apr 1). 3M: +18.3% | 12M: +25.7%

DVN — 6% — Devon Energy
Leveraged to sustained high oil from Hormuz volatility. Strong FCF generation with pending Coterra merger synergies. Profitable at $80+ oil. 3M: +4.8% | 12M: +16.1%

UHS — 6% — Universal Health Services
Profoundly undervalued at 7.1x forward P/E — 40-50% discount to hospital peers. Essential healthcare demand resilient to stagflation. Q1 earnings Apr 27 as catalyst. 3M: +15.8% | 12M: +32.4%

KBR — 6% — KBR Inc.
Undervalued at 9.4x adjusted EPS vs defense peers at 16-20x. Defense and energy security backlog with upcoming spin-off catalyst. 3M: +11.6% | 12M: +22.3%

PSN — 6% — Parsons Corporation
Defense IT, cyber, and infrastructure contracts benefit from $200B supplemental. Recent Saudi sports-village contract win (Apr 1). Q1 earnings Apr 29. 3M: +15.4% | 12M: +24.2%

[Sarvesh Shrivastava @bloggersarvesh]

keep calling me delusional...but I will keep repeating this..

Claude + SEO is going to make more businesses millionaires in 2026 than bitcoin ever did.

don’t bookmark this if it crosses your timeline.

just paste this entire thing into Claude.

thank me later.

[Karel Mercx @KarelMercx]

https://t.co/WCVf461D1x

[Capital Flows @Globalflows]

here are all the @tradingview models I use every day

Ill be sending out more models here: https://t.co/xOr3TDeEii

https://t.co/0C0AEJWN5Y

https://t.co/QyWilbTU3a

https://t.co/JdV0mwUhur

https://t.co/E8xCV8wBGS

https://t.co/yKBlWLbXGP

[Utkarsh Sharma @techxutkarsh]

BREAKING: I asked Claude to upgrade my LinkedIn profile.

It didn’t just “upgrade” it. It turned it into a recruiter magnet.

Here are the exact 7 prompts I used: