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https://x.com/i/lists/1669153613199835138?t=R0mCicxs7zfJE_yOAek4gQ&s=09
AkhenOsiris
$HUBS weakness possibly attributed to OpenAI videos on customer management, leads, etc.
Other sw feeling some pain too...BTMFD
https://t.co/PkXjDzCYxc https://t.co/tqWeTq0ntC
When your favorite stonk takes a 5-10% loss (HUBS) thanks to OpenAI PR, think it through...OpenAI succeeding delays or avoids the bubble bursting...if a bubble burst happened, HUBS would be down 25-50%...so it ain't that bad
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Yellowbrick Investing
Added 52 new pitches to the site (pt final):
@DivGrojourney - $OTEX.TO (sold)
@realThomasNiel - $CPHC
@TommyDeepwater - $RIG (update)
@TiehackCapital - $LGNC
@Lindstroem_K - $PTRK.ST
fund letters
and more... https://t.co/OyDpC0zafw
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Yellowbrick Investing
Added 52 new pitches to the site (pt 3):
@BlueDuckCap - $MOB
@karanshah137 - $NETWEB.NS (overview)
@PillarsProfits - $FFBB
@Anders_Research - $GUTS
@chitchatstocks - $KRKNF (pass - expensive)
@Wubbebos - $BOL.PA https://t.co/h3YrTpxfJx
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Yellowbrick Investing
Added 52 new pitches to the site (pt 2):
@icemancapital - $MIDD
@MattJMcClintock - $LULU (initiate coverage)
@topsecretstocks - $NUTX
@slack_capital - $EXOZ (update)
@boudnic24 - $BA
@insane_analyst (updates) - $INTC, $AEHR, $MU, $QCOM, $MU https://t.co/Wa0KZMRYjp
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Yellowbrick Investing
$EXFY short
I am short $EXFY. PT 1.15/sh
4% short interest non-ai stock with declining organic revs and 5-7%/yr dilution. ~30% of mcap in cash though. Insiders have also been selling.
Used mostly as a travel and expense application for very small businesses (<12 people).
Some tables: https://t.co/0kBVRNPtKY
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Umesh
Okay,
This is wild.
P.S.: This is the first time I am using the word 'wild' in a post, if I am not wrong!
Sora 2 is here. https://t.co/hy95wDM5nB
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Quiver Quantitative
UPDATE: Representative Cleo Fields bought stock in a Bitcoin mining company called IREN this summer.
It was the first time we had ever seen a politician buy this stock.
$IREN has now risen 175% since his trade. https://t.co/TWAphg9bFM
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Umesh
RT @Preda2005: What if you could take an unfinished film…
and remix it into your own masterpiece? 🎬✨
Sam Finn, a pioneer at the intersection of AI and storytelling, started the film.
Adobe Firefly invited the creative community to reimagine it, showing how AI can amplify creativity and unlock new stories.
Here’s my version of The Unfinished Film ✨🎥
🪡🧵 follow the thread to see how it was made:
🚨 Prompt Drop ⤵️
Sponsored by Adobe Firefly #AdobeFireflyAmbassadors #Ad #FireflyUnfinishedFilm
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AkhenOsiris
When your favorite stonk takes a 5-10% loss (HUBS) thanks to OpenAI PR, think it through...OpenAI succeeding delays or avoids the bubble bursting...if a bubble burst happened, HUBS would be down 25-50%...so it ain't that bad
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AkhenOsiris
$GENI $SRAD $DKNG $FLUT
Hard to get too negative here...just one "we are introducing prediction markets" PR away from OSBs and data providers bouncing and Kalshi valuation taking a hit
Also, legal states gambling still growing decently while you wait
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Gainify
On Sept 12 open, $TSLA was $370.74 and Musk held 506.8M shares.
He spent $1B buying more, now owns 509.4M shares at $428.06.
That move alone = +$29B IN VALUE.
Genius move by @elonmusk
BREAKING: Elon Musk drops $1B on ~2.57M $TSLA shares. His FIRST open-market buy since 2020 https://t.co/NiG4GLewLb
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Dimitry Nakhla | Babylon Capital®
Adobe $ADBE Stock in 4 Charts 📊
1. $ADBE reduced total shares outstanding by -11.62%, boosting EPS by 13.14% over the past 5 years
2. Quarterly revenue growth remains impressively consistent
3. Margins have stayed strong
4. $ADBE has $5.9B in Cash & $6.2B in LT debt https://t.co/cJQ55R7fam
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Gainify
RT @Ashton_1nvests: $ADBE will keep compounding for years.
AI isn’t disrupting its business, it’s making it even stronger. https://t.co/VDtOVubRPr
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AlexandrIA
Monday mood 🌹☁️ https://t.co/jFPFJ30GxY
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Umesh
Hold tight!
Made with @Kling_ai
Prompt ⤵️ https://t.co/VIGYz0vIl8
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “In this industry, only one business strategy is conceivable: focus on first place.
You have to want to get the gold. If you decide, you’ll be satisfied with bronze before you start, you’ll probably end up sixth. Then you’re done for.
Gjalt Smit, $ASML Founding CEO🗣️
Culture🎯
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Quiver Quantitative
Krispy Kreme stock has now risen 22% since this clip.
$DNUT is up over 7% today.
JUST IN: Kash Patel on his recent purchases of stock in Krispy Kreme and ON Semiconductor:
"I just follow certain industries and thought they would be a good investment"
He bought up to $50K of $DNUT and up to $100K of $ON in May.
Watch here: https://t.co/dgUVKlT5Zm
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Investing visuals
$AMZN vs $MELI: two of the best e-commerce businesses on earth. https://t.co/RQeKNyykWq
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Yellowbrick Investing
Added 52 new pitches to the site (pt 1):
@KylerJohnson411 - $CNMD (overview)
@acidinvestments (updates) - $CNC, $FWRD, $INTC
@ZenNivesh - $REPCOHOME.NS (overview)
@FromValue - $CRWD
@SCapStrategist - $ANDR.VI
@HiddenRockCap - $PBI https://t.co/bS2kIqlCQo
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Quiver Quantitative
JUST IN: Senator Adam Schiff just disclosed his first stock trade in almost four years.
It was a sale of up to $15K of Apple, $AAPL.
Full portfolio up on Quiver. https://t.co/00ylPSbKRm
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Dimitry Nakhla | Babylon Capital®
RT @naval: The democratization of technology allows anyone to be a creator, entrepreneur, scientist. The future is brighter.
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Umesh
Wait a minute 👀
10am PT. https://t.co/JOf6XPTPR6
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AkhenOsiris
$GENI $SRAD $DKNG $FLUT
Hard to get too negative here...one "we are introducing prediction markets" PR away from OSBs and data providers bouncing and Kalshi valuation taking a hit
Get on your horses Peter, Rob, Jason... https://t.co/157pyrOU0Q
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AkhenOsiris
$DKNG $FLUT $SRAD $GENI
Sports betting space feeling the pain of Kalshi parlay introduction...they can easily stem the negative narrative by joining the prediction game in unregulated states...they may need to fast
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Iqra Saifi
Veo-3 fast on Flow 🔥
A hyper-realistic, dynamic action shot of a fierce cowgirl riding a powerful horse at a full gallop through a dusty, sun-scorched desert canyon.",
"mood": "Wild, determined, powerful, adventurous, untamed.",
"camera": "Low-Angle Tracking Shot",
"lens": "50mm Anamorphic Prime Lens",
"aperture": "f/3.5",
"position": "Mounted low on a chase vehicle or drone, tracking alongside the horse, slightly in front of it, capturing the intensity of the ride.",
"movement": "The camera moves smoothly, matching the horse's speed. It has a slight, realistic vibration and bounce to convey the rough terrain and the power of the gallop."
},
"environment": {
"location": "A narrow, winding canyon in a vast, arid desert, similar to Monument Valley.",
"details": "The ground is dry, cracked earth and loose sand. Red rock formations and mesas form the canyon walls. Sparse, hardy desert scrub clings to the landscape.",
"atmosphere": "The air is thick with a massive cloud of dust kicked up by the horse's hooves, caught in the golden light of the setting sun. High-resolution volumetric dust and particle simulations are key."
},
"lighting": {
"primary_source": {
"type": "Late Afternoon / Golden Hour Sun",
"position": "Low in the sky, slightly behind and to the side of the rider.",
"color_temperature": "3800K (Warm, golden-orange light)",
"intensity": "Strong, creating a dramatic rim light on the rider's hair and the horse's form. It casts long, dynamic shadows and intensely illuminates the dust cloud."
},
"fill_light": {
"type": "Skylight & Bounce from Canyon Walls",
"color": "Warm, earthy reds and oranges from the reflected light off the rocks.",
"intensity": "Provides a natural fill to illuminate the shadows, maintaining a high-contrast, cinematic look."
}
},
"main_subjects": {
"subjects": [
{
"type": "Character",
"description": "A strong, determined cowgirl with a focused, intense expression. Her long, dark hair is whipping wildly in the wind.",
"attire": "A slightly unbuttoned white shirt, practical blue jeans, and a classic brown cowboy hat. The PBR materials show the texture of the fabric, dust accumulation, and subtle sweat stains.",
"action": "She is riding with expert skill, one hand firmly holding the reins, the other holding a coiled lasso. Her body moves in perfect sync with the galloping horse."
},
{
"type": "Animal",
"description": "A powerful, muscular chestnut horse with a white blaze on its face. It's at a full, powerful gallop.",
"details": "Hyper-realistic muscle simulation showing the flexion and strain in its legs and torso. Its mane and tail whip violently in the wind. Sweat glistens on its coat, which is caked with dust. Its nostrils are flared as it breathes heavily."
}
]
},
"animation": {
"primary_animation": "The horse's powerful, realistic gallop cycle. The cowgirl's body realistically absorbs the motion. Her hair is driven by a complex physics simulation, flowing and whipping in the wind.",
"secondary_animation": "The massive, swirling cloud of dust and sand kicked up by the horse's hooves. The leather reins and lasso have their own physics, bouncing and reacting to the movement.",
"subtle_effects": "Small pebbles and grit are kicked up by the hooves. The fabric of the cowgirl's shirt ripples in the wind."
{
"time": "0.0s - 8.0s",
"sound": "The deep, thundering, and rhythmic sound of a horse galloping on hard-packed earth. The sound is dominant and powerful.
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Gainify
BREAKING: Elon Musk drops $1B on ~2.57M $TSLA shares. His FIRST open-market buy since 2020 https://t.co/NiG4GLewLb
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ToffCap
TMM #70 is out, our weekly overview of actionable event-driven and special sits 🔥🔥
As always @ToffCap
Enjoy!
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ToffCap
$ORSTED setting the subscription price at DKK 66.6... https://t.co/8o0cVWtg71
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Umesh
Part-2! https://t.co/e3v9McXeJG
Wow!
Wondering how much it would cost to make this video without AI.
Prompt ⤵️ https://t.co/sOUySm0Qh3
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