Hsuperbad

investing in the future

[Rohit @heyrohitai]

🚨 Anthropic just showed a 27-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch the session

[Pokemon Alerts & News @PokeTCGAlerts]

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If you want to buy a Mystery box, make sure to follow @DannypTCG and turn on notifications.
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[Hsuperbad @hsuperbad]

@JimB1012 @TheTradingNinja 3

[Barrett Linburg @DallasAptGP]

We just built an $18.5M apartment complex in Dallas.

In 10 years, we will sell it.

The federal tax bill will be $0.

Even better: The IRS will permanently forgive $5M in tax deductions we took along the way.

This is the single most powerful deal the IRS can offer a real estate investor without dying.

Here is how we did it.

The strategy is called Opportunity Zone investing.

It sounds complex. It is not.

You follow three steps:

• Take a capital gain (from stocks, a business sale, or crypto).

• Invest that gain into a designated “Opportunity Zone.”

• Improve the property.

If you follow the rules and hold for 10 years, the federal government grants you tax immunity on the backend.

But the real magic happens when you combine this with a Cost Segregation Study.

This is the “Super Move.”

Let’s look at the numbers on our Dallas project.

We raised $8M from investors.

We borrowed $10.5M from a local bank.

We built 75 units.

Total cost: $18.5M.

Now we depreciate the asset.

In a standard deal, you depreciate the building over 27.5 years.

You get a small tax deduction every year. It is slow. It is boring.

We don’t do slow.

We hire an engineering firm to perform a Cost Segregation Study.

They walk the building. They identify components that do not last 27.5 years.

Flooring.
Lighting.
Cabinets.
Landscaping.

The tax code allows us to write these items off immediately.

On this project, the engineering study unlocks about $5M in “bonus depreciation.”

That is a $5M paper loss this year.

Our investors use this loss to offset other passive income. It crushes their tax bill today.

In a normal real estate deal, this comes back to bite you.

It is called “Depreciation Recapture.”

When you sell a standard building, the IRS looks at all those deductions you took. They say, “You wrote this off, but you made money.”

They tax that $5M at up to 25%.
Unless you are in an Opportunity Zone.

The OZ rules change the math.

If you hold an OZ asset for 10 years, your cost basis steps up to fair market value when you sell.

That means two things:

• You pay $0 Capital Gains Tax on the profit.

• You pay $0 Depreciation Recapture tax.

That $5M in deductions? It was a gift. You never pay it back.

You got the tax break upfront. You kept the cash flow in the middle. You keep all the profit at the end.

This is not a loophole.

It is a congressional incentive.

The government wants housing built in these zones. They offer tax-free profits to get it.

We take the deal every time.

[Peter Girnus 🦅 @gothburz]

Last year I eliminated our PTO policy.

I called it "unlimited."

The board loved it.

HR loved it.

Finance really loved it.

Let me explain why Finance loved it.

Under the old policy, employees accrued 18 days per year. Unused days carried over. When employees quit, we owed them money. Cash. For days they earned but didn't take.

That's a liability. On the books. $4.7 million in accrued PTO across 2,300 employees.

I made it disappear.

With one policy change.

"Unlimited PTO."

You can't accrue what's infinite. You can't owe what was never counted. The liability vanished. $4.7 million. Gone.

The CFO sent me a bottle of wine.

I told employees it was about "trust and flexibility."

It was about the balance sheet.

But "balance sheet optimization" doesn't fit on a careers page.

"Unlimited PTO" does.

We updated the job postings.

Applications increased 23%.

People love unlimited.

Until they try to use it.

Under the old policy, employees took an average of 17 days per year.

Under unlimited, they take 11.

That's not a bug.

That's the design.

When PTO is a number, people take the number. It's theirs. They earned it. Managers can't argue with a number.

When PTO is "unlimited," people take nothing.

Because unlimited comes with questions.

"Is this a good time?"

"Who's covering?"

"What will people think?"

The guilt does the enforcement.

I don't have to say no.

The culture says no.

I just built the culture.

We track time-off requests in Workday. I see everything.

A senior engineer requested two weeks in July.

His manager approved it.

Officially.

Then sent a Slack message.

"Totally fine. Just wanted to flag that the Erikson deliverable overlaps. Probably fine. Just flagging."

The engineer took four days.

Unlimited means whatever your anxiety allows.

For most people, that's less than before.

Some employees don't take any PTO.

We call them "high performers."

They get promoted.

Then they manage others.

They don't approve much PTO either.

The system self-replicates.

A recruiter asked how we "stay competitive."

I said, "Unlimited PTO."

She asked how much people actually take.

I said, "That's not tracked."

It is tracked.

I have a dashboard.

I don't share the dashboard.

We did an employee survey.

84% said they "appreciated the flexibility of unlimited PTO."

12% said they "wished they felt more comfortable taking time off."

We published the 84%.

The 12% went in a folder.

The folder is called "Noted."

I don't open that folder.

Someone in engineering asked if we could go back to accrued PTO.

I said, "That would limit your flexibility."

He said he wanted limits.

I said, "That's not aligned with our culture of trust."

He stopped asking.

Trust is a funny word.

I trust employees to feel too guilty to use their benefits.

They trust me to frame that guilt as freedom.

That's the deal.

I'm presenting at an HR conference next month.

The session is called "Unlimited PTO: Building a Culture of Ownership."

Ownership means employees own their guilt.

I own the savings.

The policy costs us nothing.

Because employees take nothing.

And call it a benefit.

I'll be VP of People by Q2.

Unlimited upside.

[Claude @claudeai]

Introducing Cowork: Claude Code for the rest of your work.

Cowork lets you complete non-technical tasks much like how developers use Claude Code.

[Alex Becker 🍊🏆🥇 @ZssBecker]

In the last 30 days AI busted reality and if you're smart you can get the work done of 30 talented men.

I or a single smart employee at @hyros_official is getting shit done in days that used to take take a month by a team.

This is a gift from zeus for young people. 3 dudes with zesty energy can realistically build a 100 million $$ business with just a Claude (support, operations) , Cursor (engineering) , Figma (design) and Lovable (front end site) subscription (all powered by opus 4.5).

The world just changed faster than I've ever seen it change in my life. Move fast.

[greffin @roasblender]

Met a guy in Moscow who runs a "Facebook engagement service"

Basically a legal bot farm

Dude makes $240K/year selling engagement

I paid him $500 to explain how it works

What he told me changed how I think about organic reach

His service:

•1,000 real Facebook accounts
•Located in USA, UK, Canada (not India/Bangladesh)
•Aged accounts (3-7 years old)
•Real activity history

For $37, he'll have 200 accounts:
•Like your post within 5 minutes
•Leave 40-60 real-looking comments
•Share to 10-15 groups

"Why doesn't Facebook detect this?"
He laughed: "They detect FAKE engagement. These are REAL accounts. Real people. They just work for me."

His clients are musicians, brands, influencers

But here's what he said that hit different:

"Your organic posts fail because Facebook tests them on 100-300 people first.

If those people don't engage, Facebook kills the post. 

My service makes sure the test ALWAYS passes."

So the first 90 minutes determine if your post gets 10K reach or 500K reach

And he's gaming that test phase

I asked: "Is this against TOS?"

He said: "Is it against TOS to ask friends
to engage? These are real accounts engaging. Facebook can't ban real engagement."

Now I'm not saying to use a bot farm

But I AM saying:

The first 90 minutes of your post are the ONLY minutes that matter

If you don't engineer early engagement, the algorithm kills you

So I started doing this:

Minute 0: Post video

Minute 2: Text 8 friends: "Can you
comment on my latest post? I'll do same for you"

Minute 5: Share to 3 Facebook groups I'm in

Minute 10: Comment from my personal account to boost engagement

This creates "synthetic momentum" in the test phase

Facebook sees fast engagement and pushes the post

My reach went from 67K average to 183K average

Same content. Just engineered the first 90 minutes.

The algorithm isn't magic. It's a system.

And every system has exploits.

[Gaetano @crux_capital_]

🚨There is a ton of momentum building in photonics right now.
$POET $MRVL $LITE $COHR $AAOI $TSEM $CIEN

Every part of the stack is heating up, and management teams have basically spent the last month broadcasting the same story.

Let’s dig into some of the recent bits I’ve been watching...

$LITE
Q1 revenue up 58% YoY to $533.8M with next quarter guided to ~$650M, hitting their mid-2026 target two quarters early.

Management pointed to cloud-optics demand running well above supply with transceivers, optical circuit switches, and early co-packaged optics driving the next leg.

$COHR
“AI data centers and communications remain strong long-term growth drivers.”

They just posted $1.58B in revenue, +17% YoY, and highlighted accelerating hyperscale DCI demand across their ZR / ZR+ lineup and their 400G / 800G ramps.

$MRVL
“AI infrastructure is transforming faster than ever.”

“We’re going to have a silicon-photonics powerhouse at Marvell when this is all done.”

The $3.25B Celestial AI acquisition comes with a modeled $500M run-rate by FY28 and $1B by FY29

Celestial AI
“Marvell is the ideal home for our Photonic Fabric… the scale and customer reach to take this platform into high-volume production.”

$POET
Their optical-engine technology is already designed into Celestial AI’s Photonic Fabric, the same platform Marvell just paid $3.25B to acquire.

As AI systems move toward denser, more integrated optical engines, POET sits directly inside one of the most advanced photonics architectures in the market - now part of Marvell’s silicon-photonics roadmap.

$AAOI
Revenue up 82% YoY.
They’re on track to build what they believe will be the largest domestic production capacity for 800G and 1.6T transceivers by year-end, roughly 35k parts per month, all inside their Texas footprint.

$TSEM
Expecting silicon-photonics revenue to more than double off last year’s base.
They’re investing $300M into photonics and AI-focused expansion and calling for ~75% growth in that segment.

$CIEN
“We delivered record orders. Cloud and AI providers continue to invest in high-capacity optical transport.”
DCI and long-haul momentum continue to show up directly in the numbers.

...

But you can’t just look at the transceiver and laser makers.

Some of the clearest signals are coming from the companies building the architecture and the supply chain behind it.

$AVGO
AI revenue moving from ~$11B to $20B+.
They’re doubling down on silicon photonics

Controlling the switch silicon, the optical DSP, and the optical engines at the heart of modern AI racks.

If you’re bullish on photonics, this is one of the companies defining the socket.

$ANET
Building the “AI spine.”

Their Ethernet-based AI networking platform relies entirely on high-speed optics to stitch together massive GPU clusters

100k-GPU scale and up.

As clusters get larger, copper falls out of the system and optics takes over.

$FN
Record ~$980M in revenue.

They manufacture optical engines for some of the largest players in the space - $NVDA, $LITE, $COHR, and others.

When Fabrinet says demand is exceptional, it means the orders are already in the building.

$GLW
Optical Communications revenue up 33% YoY.

AI racks require roughly 10x the fiber density of legacy cloud racks.

Corning is supplying the physical layer that makes 800G and 1.6T optics viable at scale.

$SMTC
Solid print tied to growing traction in Linear Pluggable Optics (LPO).

They sit in the analog layer, drivers and TIAs that fire the lasers, and are positioned directly under the 800G / 1.6T cycle.

$MTSI
Revenue up 30% YoY.

They build the high-speed analog components that sit behind next-gen optical engines and are essential for 1.6T designs.

....

This is all widespread.

It’s lasers, transceivers, optical switches, silicon photonics, scale-up fabrics, DCI, long-haul transport, Ethernet AI spines, fiber density, and the analog chips behind every laser all moving in the same direction.

If you’re tracking AI infrastructure, photonics continues to gain strength week after week.

[Justin Banks @RealJGBanks]

THE COMPANIES ACTUALLY POWERING AI

ENERGY → $VST $CEG $UUUU
DATA CENTERS → $VRT $SMCI $IREN
CHIPS → $NVDA $AMD $AVGO
NETWORKING → $ANET $CSCO $ASTS
CLOUD/DATA → $AMZN $GOOGL $MSFT $PLTR
FOUNDATION MODELS → $META $GOOGL $MSFT
EDGE AI → $AAPL $QCOM $GFS
APPLICATIONS → $CRM $AFRM $HIMS $SOFI $DDOG
PHYSICAL AI → $TSLA $RR $SERV $ONDS $JOBY

This is the REAL AI stack — real revenue, real infrastructure, real adoption.

SAVE THIS LIST

❤️ FOR OTHERS

[Devoted Dividend Investor @DevotedDividend]

I’m 33 & Retired Thanks to Dividends! 📊💰

Here's My Entire Portfolio 7-figure portfolio!
*save for later* 🔍🔖👇

[Devoted Dividend Investor @DevotedDividend]

I'm 32 & Love Dividend Investing 📊💸👨

I earn:
$286/day
$8,693/month
$104,314/year

Ask me anything investing related (I can help!) 🙂👇

[Ashton Invests @Ashton_1nvests]

10 Growth Stocks with Big Potential

These are companies I believe have strong growth prospects and could deliver big returns over the next few years.

Here’s my list and why I like each.

1/ $SOFI | SoFi Technologies

📈 Revenue growth YoY: 33% (Q1 2025)

Fast-growing fintech platform expanding beyond lending into a one stop shop for all things finance.

Building a robust ecosystem with strong cross-selling and improving profitability.

[Shay Boloor @StockSavvyShay]

$NVDA CEO Jensen Huang said, ‘Humanity will generate more data in the next few years than in all of history combined.’

These are the names positioned to move it, secure it & monetize it 👇

• $PLTR -- Building the enterprise AI OS
• $SNOW -- Enabling AI-driven data liquidity
• $NET -- Bringing AI inference to the edge
• $CRWD -- Protecting AI data pipelines
• $RBRK -- Moving data across multi-cloud AI stacks
• $MDB -- Powering AI-native app

[Alex Becker 🍊🏆🥇 @ZssBecker]

The odds of Binance listing top ai coins (Destra, pinlink, Paal, etc) soon is extremely high.

These coins will surge AND trigger an even bigger surge in smaller AI coins (vertai, gpu, neural, etc)

Best play of 2025 is imminent.

[Haruki on Boom @uponlytech]

@coinfessions Its easy.

Send all your funds to Houndiniswap.

Its mixes and sends funds to a new wallet that can never be traced back to your first.

You lose your onchain stalker.

You're welcome.

[Zach @CryptoZachLA]

4 days later, here’s an update on our AI on-chain bags.
$PIN, #0x0, $PAI, $HASHAI catching big bids.

And to think on-chain is just heating up a little bit. Haven’t even hit $4000 $ETH yet.

The best is yet to come. Sideliners going to be coping hard.

[Chris Burniske @cburniske]

1/ If your friends associate you with Bitcoin, Ethereum, or any part of crypto, you’re probably getting Qs about what to do. It’s tricky to guide someone from where we are currently ($BTC ~$100K), especially if they’re an inexperienced investor. Some learnings from 10+ years of watching this dynamic play out...

[Ben Fawkes @BFawkes22]

Week 2 NFL lopsided sides at @DKSportsbook:

90% of bets on Chargers -5
85% on Eagles -6.5
85% on Ravens -8 (opened -9.5)
85% on 49ers -5
83% on Commanders -1.5
81% on Chiefs -6
79% on Texans -6.5
77% on Colts -3
75% on Jets -4