I screen 12,000 US stocks every night and post what stands out. Trading since 2014. Free letter below 👇 The app: https://teapawt.net/t.co/78wEOiC225
France
Joined October 2024
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Daniel The Philosopher Investor retweeted
@grok do this work on Claude credits or what how does it work
Daniel The Philosopher Investor retweeted
CEO of Y Combinator shared his CLAUDE.md prompt for Claude Code
It helps him ship 4,000+ line features with full tests in about an hour:
This prompt pushes Claude to:
Decide if the plan is overbuilt, underbuilt, or "engineered enough" before writing any code
Aggressively review test coverage, edge cases, and failure modes
Look for performance risks, scaling issues, and refactoring opportunities
But the real difference is the workflow.
Instead of jumping into implementation, he makes Claude:
Do a structured review (architecture → code quality → tests → performance)
Present tradeoffs with opinionated recommendations
Pause for feedback before proceeding
In other words, Garry is using it as a senior engineer reviewing the system before changes are made.
For small teams, this is a game changer. When you don't have a staff engineer reviewing every PR, you design the review process into your Al.
Daniel The Philosopher Investor retweeted
BREAKING: Donald Trump’s memecoin, $TRUMP, crashes over -40% as Melania Trump launches her own memecoin.
This is beyond insane.
Daniel The Philosopher Investor retweeted
New randomized, controlled trial of students using GPT-4 as a tutor in Nigeria. 6 weeks of after-school AI tutoring = 2 years of typical learning gains, outperforming 80% of other educational interventions.
And it helped all students, especially girls who were initially behind
Daniel The Philosopher Investor retweeted
Interactive Brokers is taking action to significantly decrease their risk exposure on $MSTR with a big increase in margin requirements gradually next week up until the…
🥁🥁🥁
13 JANUARY 2025 😏
Narrator: tell me you are worried about something happening without telling me
Daniel The Philosopher Investor retweeted
🚨 Atos: A Potential Comeback Story in 2025? 🧵
Atos has had a rough ride, but recent developments make me wonder: could this be the sleeper stock of 2025? Let’s build the bull case and explore the possibilities 👇
1. The Market Overreacted
Atos faced dilution and restructuring, which sent the stock plummeting. Historically, the market tends to overcorrect in these scenarios. Is this an opportunity to buy low before recovery kicks in?
2. Strong Fundamentals in Place
Atos isn’t a speculative play—it has real tech infrastructure projects and digital transformation initiatives in its portfolio. These are long-term growth areas in a world becoming increasingly reliant on tech.
3. Institutional Attention
Major funds seem to be taking notice of Atos, quietly accumulating shares while retail investors remain on the sidelines. Do they see something the broader market is missing?
4. Valuation Looks Interesting
The company’s current market cap appears disconnected from its assets and growth potential. Deep value plays like this can often surprise when sentiment shifts.
5. Turnarounds Take Time
With restructuring largely behind it, Atos seems positioned for stabilization. Stocks like this can take a while to regain investor confidence, but when they do, the upside can be significant.
So, is Atos the next big opportunity?
I’m not saying it’s a guarantee, but the pieces for a comeback are there: overreaction, undervaluation, and long-term potential in a critical industry.
What do you think—could Atos surprise everyone in 2025?
Or is the risk still too high? Let’s discuss. 👇
Daniel The Philosopher Investor retweeted
Thread: Why GameStop ($GME) is Still the Stock to Watch 🚀🎮
1/ GameStop’s Transformation
Under Ryan Cohen’s leadership, GameStop has become virtually debt-free, with only $20.5M in total debt. Its $4.6B cash reserve reflects strong financial health and a focus on efficiency and profitability. 🏗️
