Starko

[Dr J Rould @jrouldz]

Themes where I see extreme risk, but also 10x potential for the stocks that don’t fail:

🤖 Robotics and drones
👨‍🔬 Biotech / AI crossover
🧬 Genomics
🔌 Battery Energy Storage (BESS)
🔋 Next gen battery tech in general
💾 Small cap semi conductors
☢️ Nuclear SMRs
☀️ Next gen solar tech
🚁 eVTOLs
🔨 Raw material / mining buildout
🧠 Dozens of random/niche AI tickers

All of these themes have numerous players, most of which burn a lot of cash and are not even close to proving they can ever operate profitably at scale.

I figure *most* of these tickers will ultimately fail in the long term. Because the hard truth is that most companies fail. But if we are able to find the signal through noise and pick the right names, I see some serious upside potential in the years to come 🍿

[Dr J Rould @jrouldz]

18 years holding the $AAPL bag, visualized:

- 60% drawdown immediately after entry 💀
- 45% drop 4 years later
- 5 more >30% drops over next 13 years

End result: +6000% 🫡

I've added, and taken profits along the way. Now holding just a fraction of the original bag, but still one of my largest positions.

[郭明錤｜Ming-Chi Kuo @mingchikuo]

iOS 27 will bring tighter system-level integration with Apple Intelligence. My latest industry checks suggest Apple's lower-end 1H27 iPhones, powered by the A20 chip, will move to 9GB DRAM (1.5GB × 6 dies), up from 8GB (2GB × 4 dies) in the current A19 models, to keep the system running smoothly under AI workloads. The three new high-end 2H26 models powered by the A20 Pro chip (the foldable and two 18 Pro models) will remain unchanged at 12GB (1.5GB × 8 dies).

[Elon Musk @elonmusk]

Lee Kuan Yew was a genius

[Jukan @ ICML @jukan05]

This is actually a really important point. If CXMT’s DRAM ASP is only about 5–10% lower than Samsung, SK Hynix, and Micron’s, it suggests that China currently has no interest in dumping memory. They want to make money too, don’t they?

[Jukan @ ICML @jukan05]

Korea’s Meritz Securities: SK hynix ADR issuance timeline update and estimate

- SEC approval is imminent within June, and completion of the U.S. market listing could be possible by mid-August.

→ Even just catching up to Micron’s valuation could drive a sharp, explosive near-term move in the stock.

[Zephyr @zephyr_z9]

More Chinese players in the OpenAI supply chain
(They wanted to create a No China supply chain before)

[Leopold Stock Tracker @LeopoldATracker]

2024 gave you:

- $RKLB from $3.50 to $138 (3942%)

- $LITE from $40 to $1085 (2712%)

- $BE from $9 to $310 (3444%)

Now, in 2026, Leopold Aschenbrenner is giving you:

- $TE at $9

- $APLD at $39.50

- $CLSK at $15.40

- $CRWV at $101

- $IREN at $53

- $KEEL at $4.20

- $BW at $19

- $CORZ at $23

- $BTDR at $13

- $WYFI at $24

Don’t miss out again.

Not financial advice. Do your own research.

[Elon Musk @elonmusk]

Where will AI be in 1, 2 or 3 years?

[Roan @RohOnChain]

The secret of Hedge Funds is revealed in a 17 page PDF.

Stanford released the complete Hidden Markov Model framework that quants at firms like Jane Street & Two Sigma are known to use & released it for free.

Bookmark this & read the article below before someone takes it down.

[Movez @0xMovez]

Citibank's #1 trader in the world just exposed how banks making billions

40 minutes. free. by #1 trader

he made $20M by betting against the global economy. $1 trillion/day in trading volume. £400,000 bonus. $8M lost in a single week.

You can spend $200K on an MBA at LSE or watch this 40 minutes podcast

[Anatoli Kopadze @AnatoliKopadze]

https://t.co/SJ5O5tIrlT

[bodila @51bodila]

Citadel CEO started trading with $265K borrowed from his grandmother in a Harvard dorm room

→ now he has $90B in fund profits

35-minutes of the complete story behind the most profitable fund in the world

Bookmark & watch - this is the best masterclass on how to build a Tier-1 fund

[Movez @0xMovez]

Two Sigma pays $450K/year for a quantitative researcher.

This 1-hour workshop by a two-sigma AI engineer will show you how they use deep learning in quant trading.

Bookmark it & give it 1 hour today. It will change the way you build trading systems. Then read post below.

[Khairallah AL-Awady @eng_khairallah1]

https://t.co/BYMYSlUesd

[Lofty @0xLofty]

Bitcoin is now mirroring the Bull Trap from 2022.

$BTC pattern is exactly the same EVERY cycle:

Fake breakout → Reversal → Dump 15% → Repeat

Bookmark this chart and don't become exit liquidity.

[Khairallah AL-Awady @eng_khairallah1]

🚨 Anthropic's own team just showed how to actually use Claude Code properly.

30 minutes. free. the person who created Claude Code.

watch the workshop. bookmark it.

worth more than every $500 course you almost bought.

you've been using Claude without knowing 40 of its commands.

Then read the guide below.

[Khairallah AL-Awady @eng_khairallah1]

🚨 INSTEAD OF WATCHING NETFLIX TONIGHT.

Spend 1 hour with this.

Obsidian + Claude Code = 24/7 personal operating system.

Works while you sleep.

The people who build this tonight will never work the same way again.

Watch it and Bookmark it now.

[Ronin @DeRonin_]

This 1-hour Stanford lecture will teach you how to automate your entire daily work routine with AI better than 99% of "AI automation" content on YouTube

No tools to sell you. No fluff. Just the raw science behind how AI agents think, plan, and execute tasks on their own

Led by GitHub's Principal ML Researcher and recorded for FREE

Most people spend 2-3 hours/day on repetitive work that AI can handle: emails, reports, scheduling, code reviews, data entry, status updates

This lecture shows you exactly how the systems behind that automation actually work like reflection, planning, tool use, and decision-making

Bookmark it. 1 hour now = hundreds of hours saved later

[Ruben Hassid @rubenhassid]

How to set up Claude so it never forgets you:

Prompts → Projects → Skills (explained in 3 mins)

Prompts = telling a stranger your job every morning.
Projects = giving a new hire a binder on day one.
Skills = training an employee once. For forever.

Step 1: Start with a Prompt (but don't stay there)

✦ Open Claude. Type your task. Get an answer.
✦ It works. But tomorrow? Claude forgot everything.
✦ You re-explain. Again. Every. Single. Chat.
✦ That's Level 1. Most people never leave it.

Step 2: Move to a Project

✦ Go to Claude .ai → Create a Project.
✦ Upload your voice file. Upload your instructions.
✦ Now every chat inside that Project knows you.
✦ Your context, style, and tone stick.

But you still have to open the right Project.
You still have to say "read my file first."

Step 3: Graduate to Skills

✦ Open Claude Cowork.
✦ Select Opus 4.7 + Extended Thinking.
✦ Prompt: "Use the skill-creator to help me build a skill for [your most repeated task]."

Claude interviews you. Answer extensively.
"I write reports" is useless.
"I write weekly reports that start with the headline metric, 3 sections max, next steps as bullets" is a Skill.

The specificity is the skill.

Step 4: Install and test

✦ Save the Skill folder.
✦ Go to Settings → Capabilities → Skills → Upload.
✦ Open a new chat. Type your task normally.
✦ The Skill fires on its own. No slash command.
✦ Claude just knows.

I just wrote my full Claude Skills breakdown. It covers setup, the skill-creator walkthrough, and the 7 hacks I found buried in Anthropic's docs.

Read it here: https://t.co/6cHYYfjpP2

To download all of my Claude infographics:

Step 1. Go to https://t.co/psB7XxAv8w.
Step 2. Subscribe for free. Don't pay anything.
Step 3. Open my welcome email (most skip this).
Step 4. Hit the automatic reply button inside.
Step 5. Download my infographics from my Notion.

♻️ Repost this to help someone on your team stop re-explaining themselves to Claude every morning.