Mark Dimo

Active citizen.

[Fareed Zakaria @FareedZakaria]

At university graduation ceremonies this spring, commencement speakers have been getting booed for championing AI, given how the technology might threaten their job prospects.

In a commencement speech at Bard College last week, I delivered a more hopeful message — that humans can do essential things that computers simply can’t. Here are some highlights from that speech:

[Christopher Clarey 🇺🇸 🇫🇷 🇪🇸 @christophclarey]

Terrific... and applies to parenting as well

[Todd Spence @Todd_Spence]

That time a THE PRICE IS RIGHT contestant (Alene Glover) blacked out after winning the Showcase, so the show just ran the credits while they tried to revive her lol (1976)

[Mark Dimo @markdimo1]

@long_equity Ge Aerospace. Top holding of Chris Hohn

[Tommi Pedruzzi @TommiPedruzzi]

Starting a personal brand is the slowest way to make your first dollar online.

Instead, I use Amazon's pre-built audience.

It's paying me $50,000 per month for it.

Here's the entire strategy broken down in 7 simple steps (AI prompts included):

[Uncover AI @uncover_ai]

🚨 BREAKING: Claude can now completely rewire your brain so you can learn anything in a few clicks.

Here are 7 Claude prompts to learn anything 10x faster:

[Nick Di Fabio @NickDiFabio1]

Everyone should publish a book on Amazon using AI and make $2,000/month from it.

Sadly, 99% of people have no idea how to do it.

Here's the full step-by-step system:

[WOLF @WOLF_Financial]

COATUE MANAGEMENT JUST UPDATED THEIR $70 BILLION STOCK PORTFOLIO

61 holdings. And the moves they made this quarter tell a very clear story.

Here's the full breakdown:

TOP 10 HOLDINGS:

🥇 Taiwan Semiconductor $TSM: 9.28M shares
🥈 GE Vernova $GEV: 2.57M shares
🥉 Lam Research $LRCX: 10.04M shares
4. Applied Materials $AMAT: 5.25M shares
5. Broadcom $AVGO: 5.50M shares
6. Eaton $ETN: 4.75M shares
7. Amazon $AMZN: 7.93M shares
8. Meta $META: 2.81M shares
9. Constellation Energy $CEG: 4.63M shares
10. Google $GOOGL: 4.31M shares

STOCKS THEY ADDED:

- Equinix $EQIX: $1.15B
- ASML $ASML: $743M
- Qualcomm $QCOM: $277.7M
- Visa $V (new): $233.7M
- Solstice Advanced Materials $SOLS (new): $141M
- Micron $MU (new): $118.8M
- Sprouts Farmers Market $SFM: $102.2M
- Arbor Realty Trust $ABR (new): $24.6M

FULL EXITS THIS QUARTER:

- Oracle $ORCL: $1.73B
- Snowflake $SNOW: $1.09B
- Adobe $ADBE: $611.9M
- AMD $AMD: $530.7M
- Arm Holdings $ARM: $502.8M
- Marvell Technology $MRVL: $353.4M
- Axon Enterprise $AXON: $176.5M
- INFY $INFY: $163M
- EXPD $EXPD: $109.1M
- S&P Global $SPGI: $66.3M
- Moody's $MCO: $65.7M
- CHA $CHA: $73.8M
- Moderna $MRNA: $11.8M
- NAVN $NAVN: $20.5M
- Webull $BULL: $1.2M
- RKT $RKT: $261.3M

[WOLF @WOLF_Financial]

HERE ARE THE #1 STOCK PICKS FOR 25 OF THE MOST FAMOUS INVESTORS IN THE WORLD

This is the largest holding for all of these investors as of the end of Q1:

Stanley Druckenmiller - Natera $NTRA
Warren Buffett founded Berkshire Hathaway - Apple $AAPL
Bill Ackman - Brookfield $BN
Dan Loeb - Amazon $AMZN
David Tepper - Amazon $AMZN
Nvidia - Intel $INTC
Chase Coleman - Google $GOOGL
Howard Marks - Torm $TRMD
Philippe Laffont - Taiwan Semiconductor $TSM
Seth Klarman - Amazon $AMZN
Ray Dalio founded Bridgewater - S&P 500 $SPY
Leon Cooperman - Vertiv $VRT
Bill Gates - Berkshire Hathaway $BRK.B
Chris Hohn - GE Aerospace $GE
Chuck Akre - Mastercard $MA
Jeff Smith - Qorvo $QRVO
Barry Rosenstein - Mercury Systems $MRCY
David Einhorn - Green Brick $GRBK
Stephen Mandel - Vistra $VST
Lee Ainslie - Nvidia $NVDA
Jeffrey Ubben - Visa $V
Glenn Greenberg - Synnex ethereum:0xc011a73ee8576fb46f5e1c5751ca3b9fe0af2a6f
Dev Kantesaria - Fair Isaac $FICO
Pat Dorsey - $ASML
Terry Smith - Marriott $MAR

[Long Equity @long_equity]

These five videos are an absolute masterclass for investors.

1. Aswath Damodaran - Corporate Finance class

This covers everything you need to know about how a company should manage its money. Essential listening.

https://t.co/P945gFATnH

[Jack @jackcoder0]

Claude can now organize your entire life like a $300/hour productivity coach from Tony Robbins' team.

From your daily routine to your weekly system to your full life calendar — all built in one session.

Here are 8 prompts that turn your chaotic days into a system that runs itself:

Save this thread 🧵👇

[Boring_Business @BoringBiz_]

Cannot believe this is available for free on the internet

Brad Gerstner sits down with Sunny Madra at Stanford University to discuss the economics of AI chips, GPUs, NVIDIA and tokens

Sunny is by far one of the most impressive serial entrepreneurs of our time
> Co-founded Xtreme Labs, sold to Pivotal
> Founded Autonomic, which sold to Ford
> Founded Definitive Intelligence, which sold to Groq
> Groq ultimately sold to NVIDIA, in their largest ever M&A deal at $20 billion

Shoutout to @apoorv03 for hosting them in his MS&E 435 class and publishing these talks for us to listen!

[Mark Dimo @markdimo1]

@masterinvestor just registered but there is a request for £60 for entry? It used to be free!

[Compounding Quality @QCompounding]

15 Non-investing books everyone should read:

1. Think Again (Adam Grant)

[Kyle White @KylewhiteNew]

The Greatest Boxing discussion in movie history. 🤣🥊

Coming to America 🇺🇲🥊

[Jack @jackcoder0]

BREAKING: Claude can now build your entire startup from idea to launch like a seasoned entrepreneur — without spending a single dollar.

Here are 7 Claude prompts to validate your idea, build your business, and start making money faster than 99% of beginners:

[Tips Excel @gudanglifehack]

BREAKING: Claude can now run your entire social media strategy like a $500/hour social media manager. For free.

Here are 7 prompts you should be using right now:

Save this before it goes viral.

[Mr. Jason💡 @jason_coder0]

🚨 BREAKING: Claude can build your 90-day LinkedIn growth plan in under 3 hours.

No random posts.
Just 8 smart prompts that create a complete system that grows over time. 📈

Save this 🔖 it might go viral

[Altiam Kabir @altiamkabir]

🚨 BR€AKING: Claude can now help you start a profitable online business in a weekend.

No investors.
No coding.
No big team.

Just Claude + the right prompts.

Here are 8 insane prompts to start a business in 2026 👇