Damien
1.4K posts


@theaiportfolios @aifinancelabs For those with Android?
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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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Brother @steipete please tell me this update helps 💀

OpenClaw🦞@openclaw
OpenClaw 2026.4.7 🦞 🔮 openclaw infer 🎬 music + video editing 💾 session branch/restore 🔗 webhook-driven TaskFlows 🤖 Arcee, Gemma 4, Ollama vision 🧠 memory-wiki: persistent knowledge, not just vibes Because “trust me bro” is not a knowledge system. github.com/openclaw/openc…
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Damien retweetet

@JoesInvestments @TonyGuinta @vincent_koc @OpenAI @openclaw I experienced the same thing to a point where i am afraid of asking it to do anything because i just can't stand babysitting it and then get lied to. Help...
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@TonyGuinta @vincent_koc @OpenAI @openclaw im glad im not the only one.. its still happening post harness updates.. but noticeably less
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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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@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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Damien retweetet
Damien retweetet

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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Damien retweetet

🚨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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Damien retweetet

$MALAYSIA
Bam1dFPjskGG46qwUHr25TbiTeFUaUXfxQAWt4oGpump
300k now
gmgn.ai/sol/token/nRB7…
dyor - Dr. Mahathir Mohamad @chedetofficial, Former Prime Minister of Malaysia, also came to rug us🤣

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@ktm_berhad I think the announcement volume in the ETS coaches is way too loud. #ets
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@verge I can’t explain it, but I still remember my ICQ number.
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@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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@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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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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