David Lee Berkowitz

Founder & Chief Investment Officer of ValueAligned Partners. Investing in companies that generate real, economic profits. RTs ≠ endorsements

[David Lee Berkowitz @ValueAligned]

Read the full breakdown here: https://t.co/ejlakUct1u #AMD #AI #TechNews #Semiconductors

[David Lee Berkowitz @ValueAligned]

What exactly does a "$120 billion pivot" look like for AMD? From "gigawatt" server deals with OpenAI and Meta to the ZT Systems acquisition, we break down AMD's aggressive 2026 AI hardware strategy in plain English.

[David Lee Berkowitz @ValueAligned]

@reachvaldo CM

[David Lee Berkowitz @ValueAligned]

@thisdudelikesAI Computer

[David Lee Berkowitz @ValueAligned]

@fordsmith A plan is the permission and the reminder to do nothing.

[David Lee Berkowitz @ValueAligned]

History is repeating itself.

The DALBAR 2025 study shows that in 2024, the S&P 500 returned over 25%, yet the average equity investor earned just 16.54%.

That is an 8.48% "behavior tax" levied by your own instincts.

The problem isn't your portfolio.

The problem isn't the market.

The problem is the face in the mirror.

Intelligence doesn't fix this.

In fact, smart people often make the worst investors because they overthink.

The only thing that closes the gap is having a plan before the crisis and working with an advisor who is willing to tell you "No" when your emotions take the wheel.

Wealth isn't about beating the market. It's about not beating yourself.

Check out the Berk on Value Blog Here:
https://t.co/bd2n1bwSRI

#peterlynch #fomo #panicselling #longtermfocus

[David Lee Berkowitz @ValueAligned]

@techxutkarsh Prompt

[David Lee Berkowitz @ValueAligned]

@Manu_Sisti "book"

[David Lee Berkowitz @ValueAligned]

You can watch about this 30-Year Buying Opportunity here: https://t.co/wU1zGw5ezD

[David Lee Berkowitz @ValueAligned]

Quality stocks grew earnings 22% per year over the past five years. Their stock prices fell 10% per year.

That’s a 33% cumulative discount on the best businesses on the planet.

The last time this gap existed? 1999.

History says what happens next.

[David Lee Berkowitz @ValueAligned]

@NainsiDwiv50980 Doc

[David Lee Berkowitz @ValueAligned]

@Suryanshti777 Prompt

[Suryansh Tiwari @Suryanshti777]

1000 Powerful Claude Prompts🤯

For builders, developers & creators.

I spent weeks compiling the most practical prompts for:

• Coding & debugging
• AI workflows
• Research & analysis
• Automation
• Content creation
• Productivity systems

These prompts can replace hours of manual work.

To celebrate finishing this prompt book,
I’m giving it away to a few people here.

How to get access:

Follow MUST (so I can dm)
Repost + Like
Comment 'Prompt'

[David Lee Berkowitz @ValueAligned]

@NainsiDwiv50980 banana

[Nainsi Dwivedi @NainsiDwiv50980]

🚨Breaking: Google just dropped Nano Banana 2.

One of the strongest AI image launches this year.

But 99% of people still don’t know how to actually use it.

So I spent hours testing it and compiled a Nano Banana 2 Prompt Library with 50 powerful prompts + pro techniques for:

• Professional headshots
• Product photography
• Viral thumbnails
• Architecture & interiors
• Image editing & restoration
• Creative surreal scenes
• And much more.

If you want the full prompt library, I’m giving it away for free.

How to get it:

1️⃣ Follow me (must — so I can DM you)
2️⃣ Like + RT this post
3️⃣ Comment “banana” 🍌

I’ll DM the document to everyone who completes the steps.

Let’s make your AI images 10× better.

[Rohan Paul @rohanpaul_ai]

Citadel Securities published this graph showing a strange phenomenon.

Job postings for software engineers are actually seeing a massive spike.

Classic example of the Jevons paradox. When AI makes coding cheaper, companies actually may need a lot more software engineers, not fewer.

When software is cheaper to build, companies naturally want to build a lot more of it. Businesses are now putting software into industries and tools where it was simply too expensive before.

---

Chart from

citadelsecurities .com/news-and-insights/2026-global-intelligence-crisis/

[David Lee Berkowitz @ValueAligned]

Microsoft stock dropped 25%. Wall Street fears high AI costs. The math shows a $3T valuation opportunity in autonomous agents. Buying at this discount secures the agentic upside. You acquire Azure and Windows at zero cost. Book a 401(k) review via the link in our bio. $MSFT

[David Lee Berkowitz @ValueAligned]

@WorkflowWhisper OPUS

[David Lee Berkowitz @ValueAligned]

Been waiting for Wispr Flow on Android? Win stuff on this 🎰 waitlist: https://t.co/zyK2o0KkYD

[David Lee Berkowitz @ValueAligned]

@WakeUpPatriott @LeaderJohnThune All of the above.