Recent well liked threads

Feb 14
Le hacker Angle_batista propose la saison 5 piratée de Wakfu à 100 000 $, mais cela pourrait être une tentative de rançon envers Ankama pour non-divulgation de données. Image
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D'après @seblatombe, le lot inclut épisodes 1 à 8, storyboards, animatiques, scripts et contenus internes, l'hacker pointe un manque de mises à jour des services depuis deux ans, avec une faille connue exploitée pour obtenir des droits administrateur sur le serveur de données.
@seblatombe Rappel : il y a six mois, Google donnait accès au 1er épisode de Morshiken, 10 min de Wakfu, 1er épisode de Welsh & Shedar et Monster Slaughter entre autres (suite à la diffusion au festival d'Annecy).
Read 27 tweets
Apr 23
🚨 BREAKING: AI can now design at Apple-level creative standards — for free.

Here are 9 Claude Opus 4.6 prompts that generate complete design systems, brand guidelines & 47+ marketing assets in under 6 hours 👇

Top designers are already using this.
Bookmark this thread 🔖 Image
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Claude Opus 4.6 just changed the game for designers.

It achieved 65.4% on Terminal-Bench 2.0, meaning it can analyze entire brand portfolios.

I spent 60 hours testing these prompts on real projects.

10 Prompts that actually deliver Apple-level design:
PROMPT 1: The Design System Architect

Act as Apple Principal Designer. Build a complete design system for [BRAND]. Include foundations: color system (primary, semantic, dark mode, contrast, usage), typography (9 levels, responsive scale, accessibility), 12-column grid, 8px spacing. Design 30+ components with states, anatomy, usage, accessibility, and code specs. Add patterns, design tokens JSON, principles, do’s/don’ts, and dev guide. Publish-ready.
Read 12 tweets
Apr 23
Claude can now teach your kids any school subject like a $100/hour private tutor from Khan Academy. For free.

Here are 12 prompts that explain math, science, history, and English at any grade level in minutes:

(Save this before it disappears) Image
1. The Khan Academy Personalized Learning Path Builder

"You are a senior education specialist at Khan Academy who has helped 150 million students learn at their own pace. You know that every kid learns differently and the biggest reason students fall behind is not stupidity but being taught at the wrong speed or in the wrong style.

I need a complete personalized learning plan for my child.

Build:

- Current level check: ask me 5 questions to figure out exactly where my child stands in this subject right now
- Gap finder: identify the specific concepts my child missed or never fully understood that are causing problems now
- Learning style match: does my child learn best by seeing it, hearing it, doing it, or talking about it
- Step by step roadmap: the exact order of topics to cover from where they are now to where they need to be
- Daily practice plan: a realistic 20 to 30 minute daily study routine that fits around school and activities
- Milestone markers: what my child should be able to do after week 1, week 2, week 4, and week 8
- Confidence builders: easy wins mixed in with challenging material so my child stays motivated
- Parent guide: how I can help without doing the work for them or making things worse
- Free resources: specific Khan Academy videos, worksheets, and practice problems for each topic
- Progress check method: how to test whether my child actually understands or just memorized the answers

Format as a personalized learning roadmap with weekly goals, daily practice activities, and progress checkpoints.

My child: [ENTER YOUR CHILD'S AGE OR GRADE, THE SUBJECT THEY NEED HELP WITH, WHAT THEY ARE STRUGGLING WITH SPECIFICALLY, AND HOW MUCH TIME PER DAY IS AVAILABLE FOR PRACTICE]"
2. The Kumon Math Concept Explainer

"You are a master math tutor who has helped thousands of students go from 'I hate math' to 'I actually get this' by explaining concepts the way textbooks never do. You use everyday examples, visual descriptions, and step by step walkthroughs that make even the hardest math feel obvious.

My child is stuck on a math concept. Explain it so they actually understand it.

Explain:

- Start with WHY: before any formulas, explain why this concept exists and when real people actually use it in real life
- Everyday example first: use something from my child's world (money, sports scores, pizza slices, video games) to introduce the idea
- Visual explanation: describe a picture, diagram, or model that makes the concept click visually
- Step by step walkthrough: solve one problem together showing every single step with no skipped work
- Common mistakes: the 3 errors almost every student makes with this concept and how to avoid each one
- Practice problem set: 5 problems from easy to hard so my child can build confidence before tackling harder ones
- Check your work method: how to verify the answer is correct without the teacher or answer key
- Connection to what they already know: link this new concept to something they learned before so it sticks
- Memory trick: a simple phrase, rhyme, or shortcut that helps remember the key rule or formula
- Next concept preview: what comes next in math that builds on this concept so they see the bigger picture

Format as a student friendly lesson with the explanation written at my child's reading level, not a college textbook.

The concept: [ENTER THE MATH TOPIC (FRACTIONS, ALGEBRA, GEOMETRY, CALCULUS, ETC.), YOUR CHILD'S GRADE, AND WHAT SPECIFICALLY CONFUSES THEM]"
Read 15 tweets
May 15
Welcome to the most asymmetric trade in modern financial history.

The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.

Get long. Buckle in. Hang on for the ride.

Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.
The leadership rotated, but the trend did not. The super cycle powers ahead.

The Quantix Commodity Index (QCI, the modern GSCI) Total Return is up 217% since October 2020, when we called the super cycle. The names rotated — gold, silver, copper, oil, live cattle, coffee, cocoa, aluminium. But not the trend. Nasdaq returned 130%. The S&P 500, 85%.

Commodities were the top asset class. Nobody allocated. Capital piled into the Mag 7 — $770 billion of 2026 capex, nearly half of it commodities. Amazon alone consumes more than 3 million BOE/d of primary energy, more than most OPEC countries. The Mag 7 is the largest unhedged molecule short ever underwritten by an equity market...

…at the exact moment supply has never been more constrained. Hormuz is shut-in. China has weaponized the periodic table. Copper mines remain shuttered. Ukrainian drones push deeper into Russia, taking commodity supply with them. A multi-polar world demands thicker supply chains. Copper and the "atom" complex print fresh records this week. Every signal that should drive allocators into the "molecule" complex is flashing green simultaneously — for the first time since the 1970s.

And yet oil struggles to hold $105 — even as every signal points to a disruption that deepens and one we believe will outlast any "deal.” The energy sector trades 8% below its pre-Hormuz level and sits at 4.0% of the S&P 500 market cap. At $105 oil, its 2026 FCF yield is 13%. The S&P 500 is at 2.6% — the lowest since the GFC, 1,000bp below energy. The hyperscalers generate close to zero. Something has to give.

This paradox explains why oil struggles to trade higher. Capital is not rotating. The marginal dollar of investable savings still flows into the AI buildout, not the physical infrastructure that feeds it. Until that reverses, Brent faces headwinds. The ceiling on oil is not Washington. It is Exxon's cost of capital — woefully mispriced. Underbidding the equities is the same as underbidding the back end of the curve. The back end is suppressing the entire curve and spot prices.

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The largest supply shock in history is pricing into the curve, not the backend (yet).

I've been saying this since 2004: the curve shape reflects the fundamentals. The long end reflects the industry's marginal cost, incorporating the cost of capital which are ultimately driven by liquidity.

ICE Brent spot is $107/bbl, while the three-year is at $75/bbl. Percent backwardation — which strips out price-level effects — hit an all-time high in April. It remains near record today. The largest oil supply shock in history is reasonably priced into the curve, and it likely has much more to run. Remember we are in the depths of the shoulder months, so there is no stress on the system.

Markets are fixated on Dated Brent differentials, c.$5/bbl last night which is down sharply, but that is a microcosm of the oil market. Dated Brent is Sullum Voe. One North Sea terminal. Not the global oil market.

Spot has not exceeded the Russia-Ukraine peak for one reason: the back end of the curve sits $10–$12/bbl below where it was then.

But the long end isn't a clean signal. Liquidity past 24 months is thin, dominated by producer hedges. Cal-29 isn't where the market thinks oil settles. It is where corporate treasurers are forced to transact, which makes it consistent with their costs of capital.

The cleaner signal is the energy equity complex — long-dated call options on undeveloped reserves. ExxonMobil holds 14 years. Chevron, 15. Equity prices integrate the entire forward strip. Diverge too far and an arbitrage opens. In a capacity-constrained world those reserves are worth more, not less. The equity market is pricing the opposite. Every oil CEO has warned we exit this disruption with lasting supply problems. The market refuses to listen.

S&P Energy ÷ S&P 500 can be used as a proxy for the long-dated oil price, and it currently implies long-run Brent of ~$70 — below the strip at $72–$75 — but not too far away.

A proxy for the curve shape follows: Brent ÷ (S&P Energy ÷ S&P 500). Or rewritten: Brent × S&P 500 ÷ S&P Energy. That single number proxies the FCF yield differential between the energy sector and the rest of the market. That has been bouncing around all-time highs.

When the FCF yield gap reaches extremes, investors should rotate. Even at $75 — not spot's $105 — the energy complex yields 600-1,000 bp above the S&P 500. In 2022, investors did rotate and those that did weathered the ensuing 35% collapse in the NASDAQ much better than those that didn’t.

The equity market is betting Brent falls to realign FCF yields. If it doesn't, capital has to buy Energy and sell the Mag 7. A 1,000bp differential in FCF yields cannot persist. And if oil breaks out as we expect, something has to give. You know which one I think will give. That is the Revenge of the Old Economy!

We are at the tipping point.

2/10
Read 11 tweets
May 15
How to simulate Navy life at home: Part 3

11. Cut a twin mattress in half and enclose three sides of your bed. Add a roof that prevents you from sitting up (about ten inches is a good distance) then place it on a platform that is four feet off the floor. Place a small dead animal under the bed to simulate the smell of your bunkmate's socks.

12. Set your alarm to go off at ten-minute intervals for the first hour of sleep to simulate the various times the watchstanders and nightcrew bump around and wake you up. Place your bed on a rocking table so you are tossed around the remaining three hours. Make use of a custom clock that randomly simulates fire alarms, police sirens, helicopter crash alarms, and a new-wave rock band.

13. Have week old fruit and vegetables delivered to your garage and wait two weeks before eating them.

14. Prepare all meals blindfolded using all the spices you can grope for, or none at all. Remove the blindfold and eat everything in three minutes.

15. Periodically, shut off all power at the main circuit breaker and run around shouting "Fire! Fire! Fire!" and then restore power.
Part 4 this evening!
Read 2 tweets
May 16
Maybe Graham Platner defies easy characterization because he is a pathological liar. Image
"I've never been close to money. . .I don't think anything I've ever done has been outside the realm of what people do when they struggle." Platner vacationed at his grandfather's chateau in CT, went to $20k/yr East Coast private schools, & went back-backing in EU for 6 months. Image
Actually, this is wrong. Platner first went to Hotchkiss, which is 75K/year. That's the school he got expelled from. THEN he went to the school that is 20K/year.

He says, again, these days, "I've never been close to money." Image
Read 6 tweets
May 17
I'm a middle eastern historian. My own family were made refugees. And this is my honest view of the Nakba (“catastrophe”) - the displacement of around 700,000 Palestinian Arabs during the 1947–49 war surrounding the creation of Israel.

A thread. 🧵
2/ Israel’s Declaration of Independence explicitly called on Arab inhabitants to remain and become equal citizens. The Arab response explicitly called for genocide zbd expulsion of Jews. So it's important to note one side is evidenced to have preferred peace from the outset.
3/ And importantly: around 150,000 Arabs DID remain inside Israel after the war.

Today their descendants make up around 20% of Israeli citizens.

That matters historically, because many 20th century ethnic conflicts ended in near-total expulsions.
Read 24 tweets
May 17
Irán plantea cobrarles hasta U$S 15.000 millones a las empresas tecnológicas a cambio de no afectar a los siete cables de datos que pasan por Ormuz. La amenaza aumenta los problemas de la industria de la IA y pone en riesgo hasta el 12% de la inversión global de ese sector. Sale hiloImage
Por Ormuz pasan 7 cables de comunicación submarinos principales, incluyendo sistemas como FALCON y GBI. Es un problema porque en años pasados la región se convirtió en un centro de procesamiento de datos atraídos por el bajo coste energético y las inversiones en petrodólares Image
Compañías como Microsoft, Amazon, Google, Nvidia y Oracle ya apostaron miles de millones de dólares a que Oriente Medio se convierta en el próximo gran motor mundial de la Inteligencia Artificial y de almacenamiento global de datos. Ahora Irán amenaza directamente ese plan
Read 20 tweets
May 17
If you're tired of your life, read this:

Joe Dispenza wrote one of the most dangerous books I’ve ever read:
Breaking the Habit of Being Yourself.

It shows you exactly why you're stuck and how to break free.

Here are 11 insights that’ll punch your old self in the face (in a good way):Image
1. Your body is addicted to your past.

It memorized how stress feels. How fear feels. How failure feels.

So even when life gives you a break, you recreate chaos just to feel “normal.”

That’s not fate. It’s programming.
2. If you want a new future, stop thinking with old emotions.

- Fear won’t build peace.
- Anger won’t unlock love.
- Guilt won’t create success.

Feel ahead. Not behind.
Read 14 tweets
May 18
It is pretty unprecedented for WHO to declare a PHEIC so rapidly after detecting an outbreak, but it is absolutely merited in this case.

This is a scary one.

Why?

- Very late detection
- Difficult context
- Limited countermeasures
- and global response tools got DOGE-d

🧵...
It's instructive to compare this against other major past outbreaks.

The largest Ebola outbreak in history, West Africa/2014 (which I worked on for @USAID), was detected at a far earlier stage (49 cases / 29 deaths) than this one (246 cases/65 deaths).

Deaths are now >88 and ⬆️
This one has already built up more momentum at time of detection.

Worrying because Ebola risk and response scale in an exponential, not linear, fashion.

Each extra uncontrolled case means tens of more people potentially exposed in super spreading events.
Read 18 tweets
May 18
One of the easiest high-momentum setups to trade is the Late Gap Entry setup. 🚀

Most traders think they missed the move after a stock gaps up 20-30% on monster volume.

Very often, that’s wrong.

Here’s what I look for 👇

1. Massive Gap Volume: I want to see real institutional interest. Volume should explode 300%, 500%, sometimes even 1000% above average volume.

2. Real Catalyst: Big earnings growth, huge sales acceleration, major news, a new product, a new market. Something that changes the company story completely.

3. Tight Price Action: The stock should tighten up after the gap. Sometimes just one inside day. Sometimes 3-5 quiet days near EMA8.

4. No Heavy Selling: The best late gap entries don’t collapse after the gap. They hold high and trade calmly despite the huge move.

5. Follow-Through Potential: The stock should look like institutions are building positions — not day traders flipping shares.

This setup is powerful because you often get a second chance.

A lot of traders panic on the gap day:
“It already moved too much.”

Then the stock goes sideways, volatility contracts, volume dries up… and suddenly you get a clean entry with a defined stop.

That’s the late gap entry.

The key is preparation.

I always keep watchlists of the biggest gap stocks in the market. Not because I want to chase them immediately — but because I know many of them will offer another entry later.

These patterns repeat over and over again.

And once you study enough of them, you stop feeling like you’re always one step too late.

You start recognizing when institutions are quietly positioning for another leg higher.

Then the job becomes simple:

Buy the setup.
Manage the risk.
Trail with EMA8 or EMA21.
Let the trend tell you what to do.

I’ve taught this to thousands of traders.

You can learn this too.Image
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PS: I created a Checklist for you to select high-potential stocks. Download it for FREE 👇

✅ Proven stock selection criteria – find high-potential stocks.
✅ Technicals, fundamentals & story criteria.
✅ Examples and pictures.

👉 julian-komar.com/checklist-regi…Image
Read 2 tweets
May 18
Good afternoon; this is day 6 in the hearing at employment tribunal of Lorna Young vs Manchester City Council. Image
Our substack page on the case has our reporting from previous days, and a full list of abbreviations.tribunaltweets.substack.com/p/lorna-young-…
Read 102 tweets