Over 1,000 JavaScript developers had their GitHub tokens, SSH keys, npm tokens, app secrets, and crypto wallets stolen in just ~4 hours—from a supply‑chain attack that hijacked the Nx build system. AI‑powered CLI tools like Claude Code and Gemini were leveraged to hunt and exfiltrate secrets — a terrifying evolution in supply‑chain threats.
gmfpanda retweeted
$HSBC trades at 0.6x book value while sitting on Asia's wealth management goldmine. 5% dividend yield + structural tailwinds in HK/Singapore private banking. Why the market is missing this repositioning story: vulcan-stock.com/2025/08/04/… #ValueInvesting #Dividends #StockMarket #asia #wealthstrategy
gmfpanda retweeted
Tech stocks are on fire — but how frothy is too frothy? $PLTR $AMD $ORCL $COIN are up big... but are they now too expensive to hold?
We break it down with risk flags, fair value gaps & sell/hold checklists: vulcan-stock.com/2025/07/23/…
#FinTwit #StockMarket #AIinvesting
gmfpanda retweeted
$GOOG stock has been ripping higher ahead of Wednesday's earnings…
But now we wait.
📈🔥💼
#Alphabet #GOOG #EarningsSeason #FinTwit #TechStocks #earnings
gmfpanda retweeted
🚨 New Deep Research: MercadoLibre (MELI)
🔎 Vulcan-mk5 Model flags 98% upside with high conviction
📈 Latin America's e-commerce + fintech juggernaut
💰 DCF, Monte Carlo, & Bayesian models all agree: underpriced
🛒 AMZN-like growth curve — at half the valuation
Full report → vulcan-stock.com/2025/07/18/…
#FinTwit #EmergingMarkets #GrowthStocks
ChatGPT"s GPT-5-reasoning-alpha model spotted ahead of launch. #llm #chatgpt #letsgo bleepingcomputer.com/news/ar…
What are the real odds of a 10% correction in the next 60 days?
Bayesian models, VIX paths, and seasonality don’t lie.
via @VulcanMK5
w/ insights @SentimenTrader would appreciate
#StockMarket #SP500 #Volatility #FinTwitt
Markets at all-time highs. VIX still low. So what are the odds of a correction in the next 60 days?
We break it down with stats, volatility models, and seasonal risk signals.
Full breakdown: vulcan-stock.com/2025/07/20/…
@bespokeinvest
#StockMarket #Volatility #Investing #FinTwitt
These 10 global AI growth stocks are flying under the radar — but the Vulcan‑mk5 model shows major upside.
I use this framework personally to find serious alpha.
#AIstocks #stocks #FinTwitt #Investing
Top 10 Global AI-Themed Growth Stocks (Excluding the “Magnificent 7”) Vulcan Stock Analysis Engine. Built with the Vulcan‑mk5 model
Must-read list for serious AI investors →
vulcan-stock.com/2025/07/20/…
cc: @DivesTech @chamath #AIstocks #VulcanMK5 #GrowthInvesting #MachineLearning
Chevron's Hess Acquisition: A Game Changer in Oil Reserves vulcan-stock.com/2025/07/20/…
Top 10 High-Conviction Balanced-Core Stocks for an IRA Portfolio vulcan-stock.com/2025/07/17/… #stocks #investing #StockMarket #Finance #ira
The AI Infrastructure Trade: 3 Overlooked Picks Powering the Next Boom vulcan-stock.com/2025/07/19/… #stocks #investing #StockMarket #Finance
The 5 Stocks Most Likely to Double by 2026 (Backed by 10,000 Simulations) vulcan-stock.com/2025/07/19/… #stocks #investing #StockMarket #Finance
The AI Revolution ETF Landscape: A Deep Dive into IVES and the Future of AI Investing. vulcan-stock.com/2025/07/04/… @DivesTech @Wedbush
gmfpanda retweeted
The latest Senate draft bill will destroy millions of jobs in America and cause immense strategic harm to our country!
Utterly insane and destructive. It gives handouts to industries of the past while severely damaging industries of the future.
Replying to @JesseJenkins
The new Senate draft raises taxes on all wind and solar projects that haven't begun construction today unless they are placed service by end of 2027 and navigate complex, likely unworkable requirements to prove they don't use a drop of Chinese materials. After that, this bill ADDS A NEW tax on wind and solar projects that can't prove the same.
gmfpanda retweeted
Call your Senator,
Call your Congressman,
Bankrupting America is NOT ok!
KILL the BILL
A decades-old tax rule helped build America's tech economy. A quiet change under Trump helped dismantle it
Wow, thoughts @elonmusk ? share.google/IUVDa8BmJQSvz1M…
in II. 1, Clause 8 of the Constitution, the President "shall take the following Oath or Affirmation: I do solemnly swear that I will faithfully execute the Office of President of the United States, and will to the best of my Ability, preserve, protect and defend the Constitution
Replying to @perplexity_ai
@perplexity_ai your deep research is deeply flawed. I tried for hours. Filed a support ticket and getting lousy responses in support. Maybe it’s using perplexity to reply vs addressing the problem. Crashes, hallucinations galore, forgets templates/models, tons of drift. 1/2
@perplexity_ai If anyone that’s an actual engineer or wants to make this product wants to read out to me I’d like to give feedback as long as your feedback shows you want to make it better. Otherwise back to @ChatGPTapp
gmfpanda retweeted
Rolling out starting today, you can ask Gemini Advanced to remember your interests and preferences for more helpful, relevant responses. Easily view, edit, or delete any information you've shared, and see when it’s used.
Try it in Gemini Advanced → gemini.google/advanced









