350 Capital

CALY

6 Stocks with Strong Moats 1. $MSFT - Microsoft Corporation Microsoft controls one of the most powerful ecosystems in enterprise technology, deeply embedded in corporate workflows, resulting in exceptionally high switching costs and strong customer lock-in. Azure remains a global leader in cloud computing and is rapidly evolving into a comprehensive AI infrastructure platform, by 2026 represent more than 26% of total revenue. Microsoft is optimizing performance through heterogeneous infrastructure, combining chips from NVIDIA, AMD, and its proprietary Maia 200 accelerator. Maia reportedly delivers over 30% better total cost of ownership and up to 50% higher throughput in OpenAI inference workloads. Microsoft has also become the first large-scale platform to integrate AI copilots and autonomous agents across its entire productivity suite. The company now has approximately 15 million paid Microsoft 365 Copilot seats (+160% YoY), with daily active usage up 10× YoY. GitHub Copilot has reached 4.7 million paid subscribers (+75% YoY), while Dragon Copilot supports more than 100,000 healthcare providers and has processed over 21 million patient encounters. Across Microsoft’s segments, Productivity & Business Processes grew +16%, Intelligent Cloud +29%, Azure +39%, and Dynamics 365 +19%. These are the key drivers propelling Microsoft’s growth despite the company’s recent massive investments. Microsoft is expected to sustain approximately 15% annual revenue growth over the next four years, underscoring its strong momentum in cloud and AI.

Would’ve been way higher if I didn’t trim.

$HIMS One word: Peptides. The next big thing. Bullish catalyst for HIMS. Not to mention no lawsuit risk (NVO). Not to mention 30%+ short float.

See it on X. Trade it on Wealthsimple.

Introducing Claude Opus 4.7, our most capable Opus model yet. It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back. You can hand off your hardest work with less supervision.

World Powerful Drones 🚁 🇮🇷 Shahed 238 — Iran 🇮🇷 Shahed 136 — Iran 🇺🇸 MQ-9 Reaper — USA 🇺🇸 Northrop Grumman X-47B — USA 🇷🇺 Sukhoi S-70 Okhotnik-B — Russia 🇮🇱 Elbit Hermes 900 — Israel 🇹🇷 TAI Anka — Turkey

Stop writing 500-word prompts that don't work. Here's the exact 3-part structure that works better: Part 1: Context (.md) files. Part 2: Clear instructions. Part 3: "Don't start yet - ask me questions first." That's it. But most people skip all three. Here's what each one fixes: Part 1 - Context files. Step 1. Create a file called "ABOUT ME." Step 2. Put in your role, audience, goals, and tone. Step 3. Create a second file: "WRITING STYLE." Step 4. Add 3–5 examples of your best past writing. Step 5. Save both as .md files. Step 6. Upload them before you type a prompt. Step 7. It knows who you are before it writes a word. Part 2 - Clear instruction. Step 1. State the task in one sentence. Step 2. Name the format. (Post, email, thread, ad.) Step 3. Name the audience. (Founders, marketers.) Step 4. That's your prompt. Not 500 words. 3 lines. Part 3 - "Ask me questions first." Step 1. Add this line at the end of every prompt: "DO NOT start writing yet. Ask me clarifying questions first." Step 2. Claude will ask 3–6 questions. Step 3. Answer them by clicking buttons. Step 4. Now Claude writes something that actually sounds like you said it. Or skip all of that. To download my exact files: Step 1. Go to how-to-ai.guide. Step 2. Subscribe for free. Don't pay anything. Step 3. Open my welcome email. Step 4. Hit the automatic reply button inside. Step 5. Download my .md files. Upload to Claude. ✦ Here's why your current prompts fail (red flags): "Write me a LinkedIn post about AI tools." "Make it engaging and professional." "Keep it under 200 words." One sentence. No context. No style. No voice. You gave Claude nothing to work with. That's like handing someone a blank page & saying, "write something amazing." No reference, examples & direction. The fix isn't a longer prompt. It's a smarter setup. Bad prompt: one vague sentence → generic AI slop. Better prompt: clear task + "ask me questions first" Best prompt: .md files + clear task + "ask me questions first" → sounds like you wrote it. To get my exact files, subscribe to how-to-ai.guide. ♻️ Repost to help one person, prompt better.

$PSKY Not a popular ticker on FinX so the reach on it suck but....+35% from bottom and now running. The Triceraptorus breakout running the second pole of the bullflag with a Perfect entry. Jurassic Moose hits again. 📸

$HIMS & HERS ACQUIRES A PEPTIDE FACILITY IN CALIFORNIA TO SHORE UP ITS SUPPLY CHAIN FOR PERSONALIZED MEDS. The deal further verticalizes HIMS' operations, following its previous 503A and 503B facility acquisitions, and positions the company to explore advances in peptides for preventive health, metabolic optimization, cognitive performance, and recovery science.

$HIMS jumped almost 25% after RFK Jr. said the FDA will reevaluate several restricted wellness peptides. That likely helped fuel the move since Hims already owns a dedicated peptide manufacturing facility in California and looks well positioned to capture that demand at scale.

Today, we took long-overdue action to restore science, accountability, and the rule of law. In September 2023, the Biden FDA pushed a number of peptides into Category 2 — “Bulk Drug Substances that Raise Significant Safety Risks” — driving a dangerous black market that puts Americans at risk. Now, after nominators withdrew 12 peptides, the FDA will remove them from Category 2 and will bring them to PCAC at its next two meetings, beginning in July—where independent experts will rigorously evaluate each substance on its scientific merits using full clinical, pharmacological, and safety evidence. • BPC-157 • Thymosin beta-4 fragment (LKKTETQ) • Epitalon • GHK-Cu (injectable) • MOTS-c • DSIP (Emideltide) • Dihexa Acetate • Ibutamoren Mesylate • Melanotan II • KPV • Semax (heptapeptide) • Cathelicidin LL-37 This action begins to restore regulated access and will immediately begin shifting demand away from the black market. We will follow the science, enforce the law, and deliver the clarity patients, providers, and pharmacies deserve.

Good day at Samsara $iot

$ZETA is back above $17

Will Trump keep having us this Massive Rally before Midterms?

Sive will 10X with Nasdaq listing

Will $SIVE go up more than 100% on NASDAQ listing?