James

AI Agents | The future of business ops is autonomous

[𝖉𝖊𝖒𝖎 @demi_hl]

If you have:

Hermes Agent
Claude Code & Codex Handoffs
Obsidian + QMD Memory System
Run Agentic Loops
Fleet Tailscale Mesh
Cron Jobs + Kanban Board
Agentic Workflows

Congrats you are the top 1% of the AI god stack

[Elon Musk @elonmusk]

Another 29 sats to orbit!

[Ziwen @ziwenxu_]

WE ARE SOOOOO BACK!

Someone leaked the Claude Fable 5 system prompt and ran it on an Opus 4.8

Output is like 90% of the real thing

Turns out half the magic was never the weights. It was the prompt the whole time

Repo down below:

[Claude @claudeai]

Claude Fable 5 has been out for a couple of days. Some projects people have already built with it:

[Prompter @PromptLLM]

Insane take from Fable 5

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[Chris @ChrissGPT]

the new world order

[rari @0xwhrrari]

Google's former CEO just said what everyone in AI already knows

Building wealth is getting easier if you actually learn the tools

Not by scrolling AI threads

By understanding agents, Claude Code, prompts, memory, skills, MCP, and routines

Save this before it disappears from your feed

Everything below is free:

Agent architecture
https://t.co/hhrSyF3y6u

Claude Code 101
https://t.co/71Zu7xQmxc

Claude Code in action
https://t.co/vg8fPChJxl

Prompt engineering
https://t.co/xEu7M3CPe1

Interactive prompt course
https://t.co/oGCxHkqFBD

Claude.md + memory
https://t.co/v6JKlS4OJl

Skills
https://t.co/AJCWlDcMU7

MCP
https://t.co/tQTUYCwN16

Routines
https://t.co/gAnEdq5SP0

Claude Code ultimate guide
https://t.co/WeDLJBVaGM

Awesome Claude Code
https://t.co/wvpwfcaf6U

Anthropic academy
https://t.co/uu3JyZyWyt

Official Claude Code docs
https://t.co/xuUWAfZGXy

All of this costs $0

Most people will keep asking AI one question at a time

Save this and start learning the stack

[PA13L0 @Fluyeporlaweb]

10 repositorios de GitHub tan buenos que no deberían ser gratuitos.

1. TradingAgents

Un equipo completo de analistas de IA que debate estrategias y ejecuta operaciones en mercados reales. 4 analistas en paralelo: fundamentales, sentimiento, noticias y técnico. Luego un gestor de riesgos y un agente ejecutor. Como tener un equipo de Wall Street que trabaja 24 horas en tu ordenador.
repo - https://t.co/meb8dlqGwB

2. LibreChat

ChatGPT, Claude, Gemini, DeepSeek y 20 modelos más en una sola interfaz. Autoalojado. Soporte nativo para MCP. Tu historial, tu infraestructura, tus datos. OpenAI cobra $20 al mes por su interfaz. Aquí usas tus propias claves y no pagas nada de más.
repo - https://t.co/Uj9Cy3Lbc9

3. HyperFrames

HeyGen abrió el código de su motor de video interno. Escribes HTML. El agente renderiza MP4. Sin React, sin JSX, sin formatos propietarios. GSAP, Lottie y Three.js funcionan de serie. El mismo HTML siempre produce el mismo archivo. Usado en producción por HeyGen, tldraw y TanStack.
repo - https://t.co/EeLlpqK5L2

4. Fincept Terminal

Una terminal Bloomberg que corre en tu laptop. Análisis nivel CFA 1, 2 y 3. Más de 20 agentes de IA inversores que razonan como Buffett, Dalio y Soros. Más de 100 conectores de datos. Bloomberg cobra $24.000 al año. Esto no cuesta nada.
repo - https://t.co/qCQkBgEzLS

5. MoneyPrinterTurbo

Metes una palabra clave. Salen el guion, las imágenes, los subtítulos, la música y el video final en alta calidad. Horizontal o vertical. Sin editar nada a mano. Lo que hacen los creadores de contenido que no quieren que sepas que usan IA.
repo - https://t.co/RtCmSYCQQw

6. Agentic Inbox

Cloudflare acaba de abrir el código de un cliente de email donde un agente de IA lee tu bandeja de entrada y redacta las respuestas. 100% en Cloudflare Workers. Tu email no sale de tu cuenta. Sin servidores externos. Sin suscripción.
repo - https://t.co/mGsN8spCOX

7. VoxCPM2

Clonas cualquier voz con 3 segundos de audio. 30 idiomas. Calidad estudio de 48kHz. Diseñas voces desde texto: "voz masculina grave de locutor de radio". Sin API de pago. Sin que tus muestras de voz salgan de tu máquina. ElevenLabs cobra $22 al mes.
repo - https://t.co/ctUrA0d1K9

8. Flowsint

Introduces un dominio. La herramienta despliega un grafo con todas las IPs, subdominios, emails, wallets cripto y perfiles sociales conectados. Todo almacenado en local. Sin que nadie sepa lo que estás investigando. Para OSINT, due diligence y análisis de competencia.
repo - https://t.co/GTrSEJqSsT

9. addyosmani/agent-skills

El ingeniero de Google que lleva 15 años enseñando rendimiento web a toda la industria publicó sus skills para Claude Code. 23 flujos de trabajo reales probados en producción. API design, code review, debugging, CI/CD y frontend. Instalación con un comando.
repo - https://t.co/ByOJtJlQX3

10. Nango

La capa de integraciones que las empresas pagan $50k al año por alquilar. 700 APIs listas: Salesforce, HubSpot, Slack, Gmail, Stripe, Jira y más. OAuth gestionado. Tu agente de IA genera el código de integración desde un prompt. Usado en producción por Replit, Ramp y Mercor.
repo - https://t.co/i5XmU3GzJK

Estos no son juguetes. Cada uno reemplaza un producto de pago por el que todavía te están cobrando.

Elige uno. Instálalo. Conéctalo a tu flujo de trabajo.

100% gratis. 100% open source.

[Elon Musk @elonmusk]

Built with Grok

[Khairallah AL-Awady @eng_khairallah1]

Anthropic engineer:

"You're not supposed to prompt Claude. You're supposed to build a system that prompts itself."

this is one of the best workflows I've seen in a long time

in this video she breaks down exactly how most people are using Claude:

- the 14% you lose to CLAUDE.md before typing a word
- the automation workflows most users don't know exist
- the daily task pipelines that run without touching the keyboard
- the daily workflows Anthropic's own engineers automated first

if you've been using Claude for more than a month and never left the chat window, you've been using one agent when you could be running a team of them

instead of another show tonight, watch this

make sure to bookmark it before it gets lost in your feed

the guide is in the article below

[Yero @Yerocode0]

Anthropic acaba de cambiar cómo se diseña frontend con IA.

Se llama Frontend Design, es su skill oficial para Claude Code y ya tiene 136.000 estrellas en GitHub.

El problema que resuelve es simple: cada vez que le pedías a la IA una web, salía lo mismo: Inter como fuente, gradiente morado, layout genérico de startup, el “AI slop” de siempre.

Frontend Design lo corta de raíz. Obliga a Claude a comprometerse con una dirección estética antes de tocar una sola línea de código, y el resultado cambia por completo.

Puedes pedirle: brutalista, editorial, retro-futurista, lujoso o maximalista.

Genera HTML, CSS, JS, React o Vue listos para producción.

Cómo instalarlo:
1. npx skills add https://t.co/YR3vO328ky… --skill frontend-design
2. Describe la web o componente que quieres.
3. Elige el estilo.
4. Claude monta tipografía, color, motion y composición coherente.

Una sola instalación, disponible en todas tus sesiones. Funciona en Claude Code, Cursor, Codex, Gemini CLI, OpenCode y 15+ harnesses.

100% open source, mantenida por Anthropic. 418.000 instalaciones en pocas semanas dicen más que cualquier review.

Repo

[Rand Group @randgroup]

The Quantum Sector Map: Every Public Company You Need to Know

I've been mapping this space quietly for months and I think quantum is where AI was in early 2023.

Most people can't name more than two or three tickers. By the time they figure out the landscape, the early positioning window is gone.

2026 is the year quantum became a real investable sector. Three new IPOs already landed. Quantinuum filed its S1 targeting a $20B valuation. The $QTUM ETF ripped 73% in a year. And McKinsey projects the total market hitting $100B within a decade.

People see $IONQ pump 72% in seven sessions and think that's the whole story. It's not even close.
Here's the full map, broken down by sector. Bookmark this one.

🔬 PURE PLAY QUANTUM HARDWARE

These companies are building actual quantum computers. Different architectures, different bets on which physics wins. All racing toward fault tolerant systems.

$IONQ : Trapped ion tech. First public quantum company to cross $100M in revenue ($130M in 2025). Guiding $225M to $245M for 2026. ~$19B market cap. Cloud distribution through AWS, Azure, and government contracts. Also acquiring SkyWater Technology to vertically integrate manufacturing. This is the closest thing to a "blue chip" in quantum right now, if that term even applies to a sector this early.

$RGTI : Rigetti. Superconducting qubits. Modular chip architecture built for scalability. Down ~10% YTD after missing Q4 revenue by 22%. Still one of the OG pure plays. I think the architecture has merit but execution has been inconsistent.

$QBTS : D-Wave. The original quantum company. Uses quantum annealing, which is a specialized technique for optimization problems. 83% gross margin. Not gate based like the others. Completely different bet. Interesting if annealing finds its niche before gate based catches up.

$QUBT : Quantum Computing Inc. Photonic approach. Room temperature, low power. Acquired Luminar Semiconductor in Feb 2026 for photonic manufacturing, then NuCrypt in March to add quantum communications. Building a vertically integrated photonics platform. The acquisition pace tells you management sees a window closing.

$INFQ : Infleqtion. First neutral atom quantum company to go public (Feb 2026, raised $550M). Uses cold atom arrays. Atoms as found in nature rather than manufactured qubits. The tech is efficient and reliable but slower. Trading around $11. This one is interesting to me because neutral atom is the approach that could surprise everyone.

$XNDU : Xanadu. IPO'd March 2026. First pure play photonic quantum computing company on public markets. Photons transmit quantum data over long distances, which is critical for networking quantum machines together. If quantum networking becomes the bottleneck (and I think it will), photonic architectures have a natural advantage.

$HQ : Horizon Quantum. IPO'd March 2026. Raised ~$120M. Pre revenue. Very early.

Quantinuum (not yet public) : Honeywell's quantum subsidiary. Filed S1 targeting ~$20B. Trapped ion architecture like $IONQ but claims higher quantum volume and lower error rates.

H2 processor hit a quantum volume of 2^25. Only $31M revenue in 2025 with $192M net loss. The biggest quantum IPO in history if it prices. My honest take: the $20B valuation feels aggressive when $IONQ just crossed $20B with 4x the revenue. But the tech credentials are elite. Watch this one very closely.

⚡ POST QUANTUM SECURITY

This is the part of quantum most investors completely miss. And personally I think it might be the smartest near term play.

While quantum computers are still being built, the security world is already racing to defend against them. The "harvest now, decrypt later" threat means adversaries are collecting encrypted data TODAY to crack it once quantum machines are powerful enough. That makes post quantum cryptography (PQC) an immediate spending priority, not a future one.

The PQC market is projected to grow from $420M to $2.84B by 2030 at a 46% CAGR. Unlike quantum hardware, this revenue is compliance driven and happening now.

$SEALSQ : Quantum resistant semiconductors with post quantum algorithms embedded at the chip level. Targeting IoT, automotive, identity management. ~$220M cash. One of the best capitalized names in this subsector.

$ARQQ : Arqit Quantum. UK based. Software only quantum safe encryption. Products include NetworkSecure and Encryption Intelligence. Intel partnership. Revenue growing from $67K in H1 2025 to $623K in H1 2026. Tiny numbers but the contract pipeline is accelerating across telecom and defense. The kind of company that either 50x or goes to zero. No middle ground.

$QNC : Quantum eMotion. Listed on NYSE American in Feb 2026. Patented Quantum Random Number Generator. Just acquired SKV Technology for its SecureKey platform. Targeting financial services, healthcare, blockchain, and government. The crypto/blockchain angle here makes this particularly relevant for our space.

$BTQ : BTQ Technologies. Building blockchain infrastructure hardened with PQC. Early stage, low revenue. But the PQC x blockchain intersection is a narrative I expect to hear a lot more about as quantum threats to cryptographic standards become mainstream talking points.

🏭 TECH GIANTS WITH QUANTUM DIVISIONS

The biggest quantum budgets on the planet don't belong to the pure plays. They belong to the usual suspects. And honestly, for risk adjusted exposure, these might be the smartest entries.

$GOOG : Google Quantum AI. The Willow chip (105 qubits) achieved "below threshold" quantum error correction. This is the single most important quantum milestone in recent history. Adding more qubits now reduces errors instead of amplifying them. That changes the entire scaling equation.

$IBM : Most mature quantum program in the industry. Superconducting qubits, open source tools, cloud access. They've shipped more quantum systems than anyone. Also deeply involved in post quantum cryptography standardization with NIST.

$MSFT : Microsoft's topological qubit approach is the ultimate moonshot. Completely different physics from everyone else. Also partnered with Quantinuum to achieve "Level 2 Resilient" logical qubits. If topological works, it leapfrogs the field. Big if.

$AMZN : AWS Braket provides cloud access to multiple quantum hardware platforms. The marketplace play. Whoever wins hardware, Amazon collects the toll. Classic Bezos energy.

$HON : Honeywell. Majority owner (~54%) of Quantinuum. If the IPO lands at $20B, Honeywell's stake alone is worth over $10B. They're also splitting into three companies in 2026. The quantum spinoff optionality here is underpriced in my opinion.

$NVDA : Not a quantum company per se, but quantum simulations run on GPUs. As quantum/classical hybrid workflows scale, NVIDIA sits right at the intersection. You get stability, earnings growth, and quantum optionality all in one.

🔧 COMPONENTS, MATERIALS & EQUIPMENT

The picks and shovels layer. Companies making what goes inside quantum systems or enabling the PQC hardware refresh.

$LSCC : Lattice Semiconductor. First to ship post quantum compliant FPGAs (CNSA 2.0). Their MachXO5 NX family integrates NIST standardized algorithms. Revenue estimate $631M for 2026 (+21%). The compliance driven PQC hardware refresh cycle is their tailwind. This one doesn't get enough attention.

$MCHP : Microchip Technology. Crypto agile MCUs and FPGAs for the post quantum transition. Embedded security solutions. Not pure play but deep in the quantum security supply chain.

$NXPI : NXP Semiconductors. Quantum safe hardware at chip level. Secure key storage, encryption accelerators, cryptographic modules across automotive, financial services, and IoT.

📡 QUANTUM NETWORKING

The earliest and potentially most important subsector. Networking quantum machines together is what unlocks the real compute power.

QUBT is expanding here via its NuCrypt acquisition. $XNDU's photonic approach has natural networking advantages. Several security names ( ARQQ, $SEALSQ) also overlap into this space.

This category barely exists as a tradable theme yet. But I think two years from now people will look back and wish they'd paid attention to quantum networking the way they wish they'd mapped the AI inference buildout earlier.

📊 THE ETF PLAY

$QTUM : Defiance Quantum ETF. ~84 companies. Modified equal weight. Up 73% in one year, 176% over five. ~$3.7B AUM. 5 star Morningstar rating. If you want broad exposure without single stock blowup risk, this is the cleanest vehicle available.

🧠 FINAL THOUGHTS

The global quantum computing market goes from $3.5B (2025) to an estimated $20B by 2030. McKinsey sees $850B by 2040.

Quantum equity funding in the first nine months of 2025 hit $3.77B. Nearly 3x all of 2024.

We went from 6 pure play public quantum companies to potentially 12 by year end 2026. That's the kind of expansion that creates the early mover setups most people only recognize in hindsight.

I'm not saying buy everything on this list. I'm saying map it. Understand the layers. Know where the architectures differ. Know where the revenue is real versus aspirational.

This sector is where AI stocks were before ChatGPT made everyone a believer. The difference is the quantum crowd hasn't had its "ChatGPT moment" yet. When it comes, the people who already mapped the landscape will move first.

[Stocks World @anandchokshi19]

Nvidia has invested more than $15 billion in these 7 stocks so far in 2026:

1. Corning (GLW): $3.2 billion
2. IREN Limited (IREN): $2.1 billion
3. CoreWeave (CRWV): $2 billion
4. Nebius Group (NBIS): $2 billion
5. Marvell Technology (MRVL): $2 billion
6. Lumentum Holdings (LITE): $2 billion
7. Coherent (COHR): $2 billion

[The Analyst @MMatters22596]

The FUTURE is quantum computing.

So the question shouldn’t be whether to invest or not — the question is which company to choose.

$IONQ is currently my favorite, and here’s why:

1. World-record fidelity of 99.99%
→ an extremely low error rate with only one error per 10,000 operations

2. Record backlog of ~$470M
→ up +554% YoY and currently the strongest in the entire sector

3. FY2026 revenue guidance of $260–270M
→ roughly 100% expected growth

4. Around 60% of revenue already comes from commercial customers
→ including names like AstraZeneca, Airbus, and major government contracts

The technical structure also supports the fundamental story.
A possible entry zone is between $42 to $29.

Even the next projected move toward $100+ would imply more than 100% upside from current levels.
And that could only be the beginning.

Are you planning to invest in quantum computing?

[Bull Theory @BullTheoryio]

🚨 LEOPOLD ASCHENBRENNER IS OFFICIALLY BETTING BILLIONS THAT THE AI HARDWARE BOOM HAS PEAKED.

The exOpenAI researcher who was fired for warning that China could steal their AI models then turned $225 million into $5.5 billion in 12 months just filed his Q1 2026 13F with the SEC.

One quarter ago he had $5.5 billion in disclosed equity exposure. As of March 31, 2026 that number is $13.67 billion. The portfolio nearly tripled in a single quarter across 42 positions.

He initiated $7.46 billion in put options against every major semiconductor company between January 1 and March 31, 2026.

None of these positions existed in his Q4 2025 filing.

- SMH VanEck Semiconductor ETF PUT: $2.04 billion
- Nvidia PUT: $1.57 billion
- Oracle PUT: $1.07 billion
- Broadcom PUT: $1.01 billion
- AMD PUT: $969 million
- Micron PUT: $583 million
- Taiwan Semiconductor PUT: $535 million
- ASML PUT: $494 million
- Intel PUT: $159 million

For the past 18 months Aschenbrenner was betting only on electricity, memory, compute, and physical data center infrastructure. That made him one of the best performing fund managers in the world. And his long stock book still reflects that exact same thesis.

- Bloom Energy: $878 million
- SanDisk: $724 million
- CoreWeave: $556 million
- IREN: $401 million
- Core Scientific: $389 million
- Applied Digital: $320 million
- Riot Platforms: $142 million
- CleanSpark: $104 million
- Solaris Energy: $62 million
- T1 Energy: $43 million
- Bitfarms: $38 million
- Bitdeer: $29 million
- Power Solutions: $26 million
- WhiteFiber: $20 million
- Babcock and Wilcox: $19 million
- SharonAI: $18 million
- ProPetro: $13 million
- Hive Digital: $6 million

He is also running call options on specific names at the same time as his puts, which means he is not simply betting against semiconductors everywhere.

- Micron CALL: $422 million
- SanDisk CALL: $388 million
- Taiwan Semiconductor CALL: $354 million
- CoreWeave CALL: $140 million
- Bloom Energy CALL: $55 million

This means he believes the companies supplying power, storage, and compute to the AI industry still have years of growth ahead of them.

But the chip companies that Wall Street has been buying for the past two years at record valuations have already priced in everything good that is going to happen to them.

The man who has been right about every major AI trade for the past 18 months is now betting that the biggest names in semiconductors are about to fall.

If his track record means anything, the chip stocks Wall Street has been buying for the past two years may be in serious trouble.

[Mark Sterling @MarkSterling0]

Focus on these 10 groups of market leaders during the market correction.
Optical Sector:
1. $AXTI
2. $AAOI
3. $LWLG
4. $LITE
5. $CRDO
6. $AVGO
Memory:
1. $MRAM
2. $SIMO
3. $SNDK
4. $DRAM
Defense Sector：
1. $ONDS
2. $OSS
3. $PLTR
Space Sector：
1. $RKLB
2. $FLY
3. $ASTS
4. $SATL
Quantum Sector：
1. $IONQ
Energy：
1. $TE
2. $EOSE
3. $AMPX
AI Infrastructures：
1. $IREN
2. $CIFR
3. $ALAB
4. $NBIS
Semiconductor：
1. $AMBQ
2. $ARM
3. $WOLF
4. $NVTS
5. $INTC
Robotics：
1. $OUST
Critical Minerals：
1. $UMAY
2. $MP
3. $UUUU
Hardest part of investing is having patience. Once you master it and compounding will change our life!

[ETF Tracker @TheETFTracker]

When you buy $10,000 of the VanEck Semiconductor ETF $SMH, here's how much of each stock you're buying:

$1,750 of NVIDIA $NVDA
$976 of Taiwan Semiconductor $TSM
$738 of Broadcom $AVGO
$737 of Intel $INTC
$673 of Advanced Micro Devices $AMD
$625 of Micron Technology $MU
$495 of Texas Instruments $TXN
$441 of Qualcomm $QCOM
$425 of Analog Devices $ADI
$423 of Lam Research $LRCX
$404 of Applied Materials $AMAT
$400 of KLA $KLAC
$391 of ASML Holding $ASML
$290 of Marvell Technology $MRVL
$218 of Synopsys $SNPS
$210 of Cadence Design Systems $CDNS
$127 of NXP Semiconductors $NXPI
$120 of Monolithic Power Systems $MPWR
$111 of Teradyne $TER
$110 of STMicroelectronics $STM
$100 of Microchip Technology $MCHP
$75 of ON Semiconductor $ON
$73 of Arm Holdings $ARM
$65 of Astera Labs $ALAB
$19 of Skyworks Solutions $SWKS

[Lin @Speculator_io]

The future of AI is agentic.

There will be billions of AI agents. Every person and company will have multiple agents.

That makes cybersecurity one of the most interesting sectors to watch.

Threat Detection
$CRWD CrowdStrike
$PANW Palo Alto Networks
$S SentinelOne

Network Security Providers
$FTNT Fortinet
$FFIV F5 Networks
$CSCO Cisco
$ATEN A10 Networks
$CHKP Check Point

Cloud Security
$NET Cloudflare
$ZS Zscaler
$OKTA Okta

Biometric Identity Verification
$YOU Clear Secure

Identity and Access Management
$OKTA Okta

Vulnerability Management
$TENB Tenable
$RPD Rapid7
$SCWX Secureworks

Data Security and Analytics
$VRNS Varonis

IT Services and Consulting
$INFY Infosys
$BAH Booz Allen Hamilton
$LDOS Leidos
$PSN Parsons

Cybersecurity ETFs
$HACK Amplify Cybersecurity ETF
$CIBR First Trust Cybersecurity ETF