All Out Of Options retweeted
Nobody warns vibe coders about this part.
You can ship an app in a weekend.
You can also break 6 laws in that same weekend without knowing it.
Here's what to check before you launch:
1.) Kids
If signup doesn't ask for age and a child under 13 joins, COPPA fines can reach $53K per child.
2.) Fonts
Loading Google Fonts from Google's servers sends visitor IPs to Google. A Munich court ordered a site to pay one visitor €100 for this under GDPR.
3.) Session replay
Recording what users type without consent can count as wiretapping under California's CIPA, at up to $5K per violation.
4.) Launch emails
No unsubscribe link or postal address breaks CAN-SPAM, at up to $53K per email.
5.) Subscriptions
If renewal terms aren't right next to the button, California can treat renewals as unconditional gifts you have to refund.
6.) User uploads
Without a registered DMCA agent, which costs $6, you lose safe harbor. Statutory damages can reach $150K per willfully infringed work.
None of these cost much to fix.
All of them cost a lot to ignore.
Paste this into Claude before launch:
"Check my app for: missing age gate, externally loaded fonts, session replay without consent, marketing emails without unsubscribe and address, renewal terms not beside the subscribe button and no DMCA agent. Fix what you can and list what I need to do myself."
Not legal advice. Talk to a lawyer for your situation.
All Out Of Options retweeted
BREAKING: Don't copy and paste answers from CLAUDE.
Claude writing is easily detectable.
Here's a secret hack to humanize your text:
All Out Of Options retweeted
Your AI built the app.
It didn't build the boring pages that keep you out of trouble.
Before you launch, make sure you have:
• A privacy policy that names every tool collecting user data (analytics, payments, email, session replay)
• Terms of service that limit your liability
• A cookie banner if you have visitors from the EU or UK
• A way for users to delete their account and data
• A refund policy written next to the checkout not hidden in the footer
• A real contact address for legal and privacy requests
• A list of every API key in your code and none of them visible in the frontend
Most of these take an afternoon.
Skipping them can cost you your Stripe account, your app store listing or a lawsuit.
Paste this into Claude:
"List every third-party service my app uses and what data it collects. Then draft a privacy policy, terms of service and refund policy based on that list, add a delete-my-account flow and flag any API keys exposed in the frontend."
Ship fast. Just don't ship naked.
Not legal advice. Have a lawyer review anything that matters.
All Out Of Options retweeted
GitHub is a GOLDMINE for AI game developers.
I picked 10 powerful open-source repos that make building 3D games with Claude Code and Codex ridiculously easier.
Save these before your next project:
1. Gamedev Agent Skills
Give Claude Code and Codex reusable game-development skills for engines including Godot, Unity, Unreal, and Three.js.
github.com/gamedev-skills/aw…
2. MCP Unity
Connect your coding agent to Unity. Create scenes, modify objects, assign materials, run tests, and read console errors through prompts.
github.com/CoderGamester/mcp…
3. Godot MCP
Let your AI assistant create scenes, add nodes, run Godot projects, and inspect debug output while building your game.
github.com/Coding-Solo/godot…
4. TripoSR
Turn a single image into a 3D model. Useful for prototyping props and exploring assets before refining them for your game.
github.com/VAST-AI-Research/…
5. Drei
Ready-made helpers for React Three Fiber: camera controls, environments, skies, shadows, and model loading for browser-based 3D games.
github.com/pmndrs/drei
6. React Three Rapier
Add physics to React Three Fiber games, including rigid bodies, collision detection, and joints, without writing a physics engine yourself.
github.com/pmndrs/react-thre…
7. Yuka
Build NPC behavior with steering, pathfinding, perception, and state-driven decisions. Give your characters more to do than stand around.
github.com/Mugen87/yuka
8. Three.quarks
Build particle effects for Three.js games, from sparks and smoke to magical trails. Includes a visual editor for designing effects.
github.com/Alchemist0823/thr…
9. React Postprocessing
Give React Three Fiber scenes a visual upgrade with bloom, depth of field, noise, and vignette effects.
github.com/pmndrs/react-post…
10. Colyseus
Build multiplayer features with rooms, matchmaking, reconnections, and automatic game-state synchronization between your server and players.
github.com/colyseus/colyseus
Which one are you using in your next game?
All Out Of Options retweeted
Epic Games released an official plugin that lets Claude Code control Unreal Engine directly.
It connects Claude Code to the Unreal Editor and exposes hundreds of editor tools across 30+ toolsets:
→ Actors, Blueprints and materials
→ Niagara effects, Control Rigs and Sequencer
→ State Trees, widgets and the Gameplay Ability System
→ Automation testing
Install it from Anthropic's official plugin marketplace:
/plugin install unreal-engine-skills-for-claude-code@claude-plugins-official
In Unreal, enable the ModelContextProtocol and AllToolsets plugins, then start the MCP server with the editor open.
Works on Mac, Linux, and Windows through Git Bash or WSL.
github.com/EpicGames/unreal-…
All Out Of Options retweeted
1. Claude.ai (solve any problem)
2. Remove.bg (remove backgrounds)
3. Perplexity.ai (research anything)
4. Suno.ai (compose music)
5. Lovart.com (design graphics)
6. Voicebox.sh (clone voices)
7. Notebooklm.google (perfect note)
8. Youmind.com (summarize YouTube)
9. Runway.ml (edit videos)
10. Descript.com (edit podcasts)
11. Heygen.com (create ai avatar videos)
Save + Share❤️🫂
If you’d love to see more content like this,
don’t forget to follow for more AI magic.
All Out Of Options retweeted
SOMEONE JUST KILLED THE ENTIRE 3D PIPELINE.
Someone just dropped a GitHub repo that takes any photo and turns it into a fully explorable 3D world. Meshes with physics. Background splat. Ambient audio. Everything.
One image goes in.
A complete world comes out. Five minutes.
People who have spent ten years learning Blender have spent the day staring at this in silence.
It is called image-blaster.
Repo below.
All Out Of Options retweeted
Astra, what the hell is this shark? 😭🦈
Claude Opus 5.5 vs GPT-6 Astra - same prompt, two very different sharks
Astra made a hilarious little nightmare. Opus wins for me - it actually looks like a shark
Opus: $10.35
Astra: $8.38
Saved $1.97 and got a shark that needs an exorcism 💀
Which one wins for you?
All Out Of Options retweeted
$SPCX just unveiled Starlink Router 4 with its first Wi Fi 7 router with faster speeds that support for up to 510 devices and coverage of up to 3,500 square feet.
This is how Starlink starts owning full connection from space all the way into the home.
All Out Of Options retweeted
09/08/2026 watchlist!
Gap Fill: (D)
$AMD 📀
CALLS ABOVE $491.81 📈
$INTC 💾
CALLS ABOVE $99.31 📈
Outside Bar: (D)
$AMZN 🛍️
CALLS ABOVE $261.12 📈
PUTS BELOW $255.29 📉
Inside Bar: (D)
$DE 🦌
CALLS ABOVE $705.88 📈
PUTS BELOW $685.48 📉
$HOOD 📱
CALLS ABOVE $124.88 📈
PUTS BELOW $113.04 📉
$LVS 🎲
CALLS ABOVE $45.30 📈
PUTS BELOW $43.66 📉
$META 📱
CALLS ABOVE $619.46 📈
PUTS BELOW $603.02 📉
$MO 💨
CALLS ABOVE $70.17 📈
PUTS BELOW $68.31 📉
$PG 🧴
CALLS ABOVE $148.36 📈
PUTS BELOW $145.09 📉
$SPCX 🪐
CALLS ABOVE $152.30 📈
PUTS BELOW $141.05 📉
$WMT 🏬
CALLS ABOVE $109.35 📈
PUTS BELOW $106.02 📉
full watchlist for tomorrow :)
like if helpful and if i should continue to post these daily
All Out Of Options retweeted
$NVDA CEO Jensen Huang described AI as a five-layer cake at the G20 meeting
Each layer is essential to advancing AI
Layer 1 : Energy
$VST $BE $GEV $CEG
Layer 2 : Chips
$NVDA $AVGO $TSM $ASML
Layer 3 : Infrastructure
$NBIS $CRWV $IREN $ORCL
Layer 4 : Models
$GOOGL $MSFT $META $AMZN
Layer 5 : Data and Application
$PLTR $NOW $SNOW $CRWD
Each layer serves an important role in further advancements in AI
Positioning yourself within these layers is the easiest way to benefit from the AI revolution.
All Out Of Options retweeted
Stocks expected to more than 3X their revenue in the next 5 - 6 years:
Palantir $PLTR: +712%
Iren $IREN: +2066%
Broadcom $AVGO: +3,120%
Lumen $LITE: +5,122%
Nebius $NBIS: +6,138%
SpaceX $SPCX: +325%
AMD $AMD: +420%
SanDisk $SNDK: +900%
Micron Technology $MU: +860%
Next alert dropping soon!
If you are not following us with notifications turned on, you might miss our next alerts.
All Out Of Options retweeted
🚨IMPLIED MOVE FOR EARNINGS NEXT WEEK 📈📉
$MDB ±20.6% 🔥
$AVGO ±8.1%
$SNOW ±12.3%
$NTAP ±12.2%
$AMBA ±11.8%
$YEXT ±19.9%
$ASAN ±19.2%
$GTLB ±16.0%
$AI ±13.9%
$ZS ±13.7%
$PATH ±13.5%
$CIEN ±12.7%
$PVH ±12.6%
$HPE ±11.6%
$DELL ±11.6%
$DOCU ±11.1%
$FIVE ±10.6%
$NIO ±9.7%
$PANW ±9.6%
$LULU ±9.5%
$MDT ±5.1%
All Out Of Options retweeted
Every couple of months I post our top positions at @FirstWaveFund and since we sent our May investor letter a few days ago I don’t mind sharing those positions... here are the top 12 in alphabetical order:
AAOI, ALAB, APP, CRDO, HIMS, HROW, IREN, MELI, MU, NBIS, RDDT, TMDX
All estimates are my own. Every company mentioned in this post has risks so please do your own research and form your own opinions, thesis and conviction. Please don't waste your time asking me where I'd be buying or trimming... because I won't answer.
I spend alot of time building our models and thinking through all the possible variables and catalysts that will impact the reported financials but in reality trying to predict revenues, margins, dilution and earnings in CY2028 or FY2029 is not easy.
$AAOI
CY2025 revenues = $455M
CY2028 revenues = $10.70B
3 year revenue CAGR = 186%
CY2025 EPS = -$0.26
CY2026 EPS = $1.04
CY2028 EPS = $10.40
2 year EPS CAGR from CY2026 through CY2028 = 216%
Currently trading at 15.6x CY2028 EPS (not including cash/debt)
$ALAB
CY2025 revenues = $852M
CY2028 revenues = $3.88B
3 year revenue CAGR = 66%
CY2025 EPS = 1.84
CY2028 EPS = $8.55
3 year EPS CAGR = 67%
Currently trading at 48.7 CY2028 EPS (not including cash/debt)
$APP
CY2025 revenues = $5.48B
CY2028 revenues = $16.67B
3 year revenue CAGR = 45%
CY2025 EPS = $10.64
CY2028 EPS = $37.06
3 year EPS CAGR = 52%
Currently trading at 12.6x CY2028 EPS (not including cash/debt)
$CRDO
FY2025 revenues = $436M
FY2028 revenues = $4.11B
3 year revenue CAGR = 111%
FY2025 EPS = $0.70
FY2028 EPS = $10.68
3 year EPS CAGR = 148%
Currently trading at 25.5x FY2028 EPS (not including cash/debt)
$HIMS
CY2025 revenues = $2.35B
CY2028 revenues = $5.81B
3 year revenue CAGR = 35%
CY2025 EPS = $1.10
CY2028 EPS = $2.55
3 year EPS CAGR = 32%
Currently trading at 13.9x CY2028 EPS (not including cash/debt)
$HROW
CY2025 revenues = $272M
CY2028 revenues = $928B
3 year revenue CAGR = 50%
CY2025 EPS = -$0.14
CY2026 EPS = $1.09
CY2028 EPS = $5.64
2 year EPS CAGR = 127%
Currently trading at 7.6x CY2028 EPS (not including cash/debt)
$IREN
FY2025 revenues = $510M
FY2028 revenues = $6.60B
FY2029 revenues = $9.88B
4 year revenue CAGR = 110%
FY2025 EPS = $0.35
FY2028 EPS = $0.68
FY2029 EPS = $1.33
4 year EPS CAGR = 40%
Currently trading at 45.1x FY2028 EPS (not including cash/debt)
$MELI
CY2025 revenues = $28.89B
CY2028 revenues = $65.81B
3 year revenue CAGR = 32%
CY2025 EPS = $39.40
CY2028 EPS = $90.14
3 year EPS CAGR = 32%
Currently trading at 18.1x CY2028 EPS (not including cash/debt)
$MU
FY2025 revenues = $37.38B
FY2028 revenues = $274.18B
3 year revenue CAGR = 94%
FY2025 EPS = $8.29
FY2028 EPS = $151.32
3 year EPS CAGR = 163%
Currently trading at 7.5x FY2028 EPS (not including cash/debt)
$NBIS
CY2025 revenues = $530M
CY2028 revenues = $22.83B
3 year revenue CAGR = 250%
CY2028 EPS = $5.42
CY2031 EPS = $23.96
Currently trading at 47.8x CY2028 EPS (not including cash/debt)
3 year EPS CAGR from CY2028 through CY2031 = 64%
$RDDT
CY2025 revenues = $2.20B
CY2028 revenues = $6.24B
3 year revenue CAGR = 42%
CY2025 EPS = $4.54
CY2028 EPS = $14.15
3 year EPS CAGR = 46%
Currently trading at 12.3x CY2028 EPS (not including cash/debt)
$TMDX
CY2025 revenues = $605M
CY2028 revenues = $1.34B
3 year revenue CAGR = 30%
CY2025 EPS = $2.63
CY2028 EPS = $6.33
3 year EPS CAGR = 34%
Currently trading at 12.4x CY2028 EPS (not including cash/debt)
NFA.
DYOR.
*I own all of these stocks personally and so does @FirstWaveFund
**If you see any glaring mistakes in my numbers feel free to comment below and I'll double check my work/models.
ENJOY THE LONG WEEKEND.
GO SOCCER!!!!!
Some of you know that I launched a hedge fund several months ago (early November).
We run a long/short strategy, focused on owning the 20-40 growth stocks that we believe have the most upside over the next 2-3 years... this means they need to have great fundamentals, strong management teams, compelling valuations, and multiple catalysts that we can identify and track accordingly.
It's been a rough few months for many growth investors (we also took some pain)... thankfully we were averaging down into our core positions but we've still seen some red months and it has not been enjoyable. I'm not a fan of losing money.
Stepping back... I've never had more conviction in my process or my portfolio than I do right now... especially with some of my favorite stocks down 20-40% from their September/October/November highs despite strong Q4 earnings reports, strong CY2026 guidance and extremely compelling valuations.
With that said, here are our top 10 positions in alphabetical order:
$APP
$CPNG
$CRDO
$HIMS
$HROW
$SKHYNIX
$IREN
$NBIS
$RDDT
$TMDX
I believe all of these stocks are trading at meaningfully higher prices in 2-3 years which remains my focus for generating outsized long-term returns.
Enjoy the rest of your day 😊
NFA. DYOR.
** @FirstWaveFund owns all of the stocks mentioned in this post.
All Out Of Options retweeted
Hello everyone. Id like to share good news. My patient father’s bladder cancer (T2a G3) shows complete remission in todays MRI scan. After following our protocol with 6 days on 1 day off 444mg fenbendazole, ivermectin 12mg 4 days on and 3 days off, DMSO taking 3 teaspoon daily for 3 days on and 4 days off and taking NAC 600 mg daily for 7 weeks with 2 cycles of Gemcitabine.
Wow wo wow you can't make this up
This is revolutionary Thisis the future of cancer treatment...Big pharma be scared.
@joeroganhq @RobertKennedyJr #ivermectin
All Out Of Options retweeted
15 Wide Moat Stocks 🔥👇
$AAPL | Apple
$AMZN | Amazon
$ASML | ASML Holding
$CME | CME Group
$COST | Costco
$FICO | Fair Isaac
$GOOG | Alphabet
$ICE | Intercontinental Exchange
$MA | Mastercard
$MCO | Moody’s
$MSFT | Microsoft
$NVDA | NVIDIA
$SPGI | S&P Global
$TSM | Taiwan Semiconductor
$V | Visa
Do you own any of these names? 👀
All Out Of Options retweeted
Major dip buying opportunities in entire market right now:
Top 10 stocks.
1. $BE | AI data-center power infrastructure play. On-site power ecosystem built around fuel-cell generation for hyperscale data centers and mission-critical infrastructure. Q2 2026 revenue reached $1.065B, up 166% YoY.
