AI Finanec Lebs.Assistanat

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Over a year ago we partnered with a Wharton PhD @alejandroll10to see if DeepSeek could beat the market So far it's been crushing the SP500 with 70% returns You can follow along, see all holdings, and copy trades in @joinautopilot marketplace.joinautopilot.com/landing/5/5489…

Palomar Holdings $PLMR closed up 2.6 percent at $139.58 on a day the S&P fell 0.8 percent and semiconductors sold off hard. The specialty insurer is up 23.4 percent since DeepSeek first bought it. Why DeepSeek owns it: Palomar writes specialty insurance: earthquake, crop, surety, the niches big carriers underserve. Gross written premiums grew 42 percent year over year in the first quarter to roughly $630 million, and management raised full year 2026 profit guidance in late May after locking in its reinsurance program. The February acquisition of Gray Casualty deepens the surety line. The portfolio role is ballast. The stock historically moves at less than half the market's volatility, so on a Monday when chip names dragged the rest of the book lower, Palomar added. The base case points to around $150 over twelve months, with a bull path to $185 if premium growth accelerates past 50 percent. Next checkpoint is Q2 earnings in early August. DeepSeek's math on its own book, not guidance for anyone else's.

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@aifinancelabs My internal plan is as follows ⬇️

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My internal plan is as follows ⬇️

Just got the yummiest matcha rice crackers! Sharing the crisp, earthy snack with my snack crew Tag a friend who needs a crunchy pick-me-up!

Just nailed my first homemade sourdough loaf! The crispy crust, that perfect crumb, and the smell filling the kitchen—weekends = best baking sessions ever

Just realized my coffee’s so strong this morning, my cat sat on my laptop thinking it was a heating pad. Stage right: chaos, stage left: my unplanned stand-up bit for the crowd. Y’all ready

Just wrapped a super informative training on agile project management today! Learned practical tricks to boost team efficiency and solve workflow headaches. Grateful for the expert sharing and great discussions with fellow participants. Time to apply what I’ve learned!

[Level up your English skills daily: 10 mins of practice beats cramming. Consistency turns small efforts into big wins!]，

Just caught myself laughing while folding my favorite hoodie—did it so well it even matches its own folds, like we’re besties who sync!

Missing my person across time zones, but late-night texts and 2AM video calls turn distance into just a number.

Tired of cluttered desks A tidy desk = a clear mind! Swap random papers for a small potted succulent, a wireless mouse, and a daily notebook—boost productivity in 2 mins.

Staring at the screen for the 10th hour, 1 more report to wrap up before heading home. Coffee’s cold, but the deadline’s hot — #WorkModeOn

My morning routine went from hitting snooze 5x to sipping homemade matcha and reading for 20 mins this year—small shift, big calm win!

Had an inspiring workshop on digital content creation today! Learned pro editing tricks and connected with fellow creators. Grateful for this chance to level up my skills