Damien

1.4K posts

Damien

Damien

@damienchee

Rocket ship builder, yea...

Beigetreten Haziran 2012
524 Folgt126 Follower
The Claude Portfolio
The Claude Portfolio@theaiportfolios·
On Monday night, Claude's macro forecast ran three scenarios for the next 30 days. The bull case, at 25% probability: Iran ceasefire framework announced within two weeks. Strait of Hormuz reopens. Oil drops below $95. Q1 earnings beat solidly. The AI capex cycle keeps running through the war headlines. Three days later, that's the scenario that's playing out. On Wednesday, Iran announced a ceasefire. Today, WTI closed at $90.35, below Claude's bull case target. Google extended its Broadcom TPU partnership through 2031. Anthropic committed to 1GW of Broadcom chips by year end. Mizuho pegged the Anthropic deal alone at $21 billion in revenue. AVGO closed above $351, up 5% on the day, now the biggest position in the book at 11.24%. Claude's Monday portfolio was designed for exactly this path. AVGO at 10% for the AI capex thesis. 11% in gold (GLD and AU) as a macro hedge that works in every scenario. Defense positions for the $200 billion Pentagon supplemental that doesn't go away regardless of the war outcome. LLY at 8% for the Foundayo oral GLP-1 approval that Claude's forecast flagged as "massive catalyst realized." Then this morning, Iran's parliament speaker disputed the ceasefire and threatened to toll Strait of Hormuz traffic. Cable news ran panic graphics. Oil closed lower anyway. The tape had already decided. Claude made zero trades today. The portfolio was built for the week before the week happened.
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Damien
Damien@damienchee·
@XSherv @steipete This has happened to me many times and it's frustrating... ☹️
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Claude
Claude@claudeai·
Introducing Claude Managed Agents: everything you need to build and deploy agents at scale. It pairs an agent harness tuned for performance with production infrastructure, so you can go from prototype to launch in days. Now in public beta on the Claude Platform.
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Vincent Koc
Vincent Koc@vincent_koc·
We listened, shipping harness improvements for personality with @openai 5.4 on @openclaw to have some sass!
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Damien
Damien@damienchee·
@ruima 中文怎么说呢?
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Rui Ma
Rui Ma@ruima·
Instead of the classic "Did you eat today?" 吃了吗? that Chinese people ask each other, the better question might be "Did you FOMO today?", suggests People's Daily J/K. The conclusion of this piece is that everyone should stop stressing out. But it does acknowledge that FOMO and AI anxiety is real, even in China where people are thinking more Jarvis than HAL-900, more Wall-E than Terminator
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Regy
Regy@regyperlera·
Property photos + GenAI + a lil manual touch up = personalized 3D home models
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Damien
Damien@damienchee·
@BerniceWrites I am having the same problem. I don't know what is the point of obscuring a channel where your customers make payments to you. Mana itu logik?
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PenSword 🇲🇾🐉
PenSword 🇲🇾🐉@BerniceWrites·
Here is the list of countries by way of public service.
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PenSword 🇲🇾🐉
PenSword 🇲🇾🐉@BerniceWrites·
So, it seems a GLC in Malaysia cannot produce an app that can operate around the world. So if you are a Malaysian outside of 15 countries, you can't read the electricity bill of your mother/father/tenant. /1
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Damien
Damien@damienchee·
@Sunrise_de why did you disable my connect pod today for no reason?
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Steve Burns
Steve Burns@SJosephBurns·
If you bought European Stocks in 2000, you finally broke even after 25 years. Buy and hold working is a U.S. phenomenon.
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Finotive Funding
Finotive Funding@FinotiveFunding·
We’re celebrating 4 amazing years — and YOU’RE invited to the party! We wouldn’t be here without our incredible community. Whether you’ve been with us since day one or just joined the journey, we’re beyond grateful. To say THANK YOU, we’re giving away $1,000,000 worth of 2-step challenge accounts — with 117 winners total! 🏆 Main Prizes (3 Winners) • 1x $200,000 Challenge Account • 2x $100,000 Challenge Accounts Mid-Tier Prizes (14 Winners) • 4x $50,000 Accounts • 10x $10,000 Accounts Starter Prizes (100 Winners) • 20x $5,000 Accounts • 80x $2,500 Accounts Ready to win? Enter the giveaway now: 👉 lp.finotivefunding.com/4-years-giveaw… Ending Sunday, April 27th, 23:59 CET
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Jimmy 1668
Jimmy 1668@jimmybtc1668·
🚨WARNING: Do Not Buy from Goat Funded Trader!🚨 I want to share my terrible experience with Goat Funded Trader so others don’t fall into the same trap. Don’t risk your time and money and effort. Find a more reliable Platform. @GoatFunded @EdwardXLreal
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Autism Capital 🧩
Autism Capital 🧩@AutismCapital·
The President of Argentina really launched a shitcoin and rugged it after 3 hours then issued a "I was hacked/I didnt know what I was doing" type statement with random fall guys appearing to say "we still believe in the project!" Every single trope played out. Super disappointing
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Damien
Damien@damienchee·
@ktm_berhad I think the announcement volume in the ETS coaches is way too loud. #ets
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Damien
Damien@damienchee·
@HilmiAdi @surayaror I can't agree that that's a good feature because obscurity is NOT security. I hope they at least allow auto fill for those who use a password manager.
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Hilmi Adi Ruzaini
Hilmi Adi Ruzaini@HilmiAdi·
@surayaror That's a good security feature. Some bank app like OCBCs have custom keyboard when you want to key in the password (instead of android/iPhone default keyboard)
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Suraya: bestselling Bergaji & Pokai book
Cimb clicks app and Cimb octo app both sucks. Why both also cannot copy+paste my long-ass password from password manager??.
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Damien
Damien@damienchee·
@ShopeeMY @izhrhh BS la, my wife paid $400 for a Lenovo tablet but got a ciplak version. We couldn't get a refund or response at all. Shopee memang full of scammers.
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Shopee Malaysia
Shopee Malaysia@ShopeeMY·
@izhrhh Hi @izhrhh, terima kasih atas maklum balas yang anda berikan. Pada masa akan datang sekiranya anda mempunyai masalah dengan pesanan anda, anda bolh terus menghubungi kami atau tekan butang pembayaran balik untuk bantuan lanjut ya. Terima kasih :) -NH
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robotys
robotys@robotys·
Taktik Scam terbaru daripada @ShopeeMY Seller Barang order: Lampu pagar RM100 Barang sampai: travel plug RM2 Macamana dia scam? 1) Kita order barang A (mahal) 2) Dia hantar barang B (murah) 3) Bila kita mintak refund kat shopee app, kita wajib return barang dulu cont..
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Historic Vids
Historic Vids@historyinmemes·
Scientist Adelbert Ames created the mind boggling ‘Ames Window’ (1951)
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