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https://x.com/i/lists/1669153613199835138?t=R0mCicxs7zfJE_yOAek4gQ&s=09
Emily
The Sunken Sanctuary https://t.co/nUbNg07WWg
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Emily
One of the reasons reincarnation stories have gained popularity in recent years is that people often harbour a lot of regret; as society advances, the lists of regret continue to grow.
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Umesh
Great addition to the suite.
First try with start and end frames on @LeonardoAi_ using Kling 2.1
Images generated using Lucid Realism. https://t.co/QBj7mQVn1Z
Put yourself in the director’s chair and control your scenes from beginning to end with Start and End Frames.
With Kling 2.1 Pro, you get enhanced visuals, precise camera control, and dynamic motion. Perfect for creating cohesive videos with seamless match cuts.
Start Bold. End Brilliant.
#leonardoai #kling
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Umesh
RT @KabookiAI: @umesh_ai very cool prompt! https://t.co/EYVuzvkTcS
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Emily
Even if you are someone who believes you know everything like the back of your hand, stop scrolling for five minutes and read this article to remind yourself of the things you already know and the things you might have overlooked, and if you are new to all of this, you must read this article.
https://t.co/P4biogn2si
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Yellowbrick Investing
There was once a fund called Social Capital. It was not an underrated form of capital
Social capital is the most underrated form of capital. It compounds quietly until one day, everything moves either for you or against you.
Be kind. Word travels.
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Yellowbrick Investing
In the last two days, I've seen a Twitch streamer dunk on a biotech investor for a bad call and an NFL player pitching stocks.
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Yellowbrick Investing
Added 62 new stock write-ups to the site (pt 2):
@wolfofharcourt (portfolio update) - $RBRK, $MELI, $INPST.AS, $V
@SharpeStack - $MOG-A, $MTRN, $NEU
@Unclestocknotes - $NKE (earnings)
@thewritser - $FPH
@mvcinvesting (portfolio update) - $NBIS, $RKLB, $HROW, $PGY, $CLPT, $DLO https://t.co/AcMQGRPu7H
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Investing visuals
Feels like we're getting close to peak euphoria right now. https://t.co/6Wi4SzKjUY
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Yellowbrick Investing
$SLNO
$slno long idea (as promised):
$slno is a single asset (VYKAT XR) co that has the first and so far only FDA-approved therapy for hyperphagia in Prader-Willi Syndrome (PWS) pts aged 4 and older. For those unfamiliar with PWS, its a rare genetic disorder, characterized by insatiable hunger, obesity and high mortality risk from comorbidities. PWS affects 1:15,000 live births (8,000-12,500 U.S. patients and ~20,000 in EU). VYKAT XR is an extended-release formulation of diazoxide choline a potassium channel activator reducing hyperphagia by modulating neuronal activity.
Lets focus on the numbers that are in front of us. Weight-based dosing (up to 525mg/day) with titration, $slno pricing their drug at a annual cost ~$500K for adults. Early launch metrics are strong, with Q2 revenue of $32.7M > consensus. 295 unique prescribers by the end of Q2 and patient start forms were 646 in ~95 days, and ~500 more in Q3 leading to at least 1,000 treatments initiated… $slno expected peak sale ranges between $1.8b to $2.6b. If you go by the peak sale numbers, this should be trading around $90 in my opinion. Lets also not forget $acad recently failed, and $aard data (next year) if that too fails then it would leave a huge chunk of the pie in the space for $slno as they continue to ramp up sales.
On the safety concerns which Scorpion have been pounding the table for us to look at the FAERS database (e.g edema, hyperglycemia, one reported death). These updates are viewed as on-label. They are expected in a fragile PWS population and happy to debate this but this is not indicative of broader issues particularly given the natural 3-4% annual PWS mortality rate from cardiovascular or pulmonary complications. Under $70 going into earnings is I think is a good setup personally. I’ve been buying quite aggressively at these levels. Q3 ’25 revenue I think will come in above $60M-$65M (vs consensus $46m).
The basis of Scorpion short thesis revolves around the noise from Facebook groups where discussions suggest a safety crisis and patient backlash. If you study the history of PWS and VYKAT XR we already know its not a drug that cures PWS, but in fact helps manage the condition. FAERS data shows no major new updates since Sept (23 cases total, including 1 death from pulmonary embolism, deemed unrelated). PWS community discussions on Facebook also mention positive experiences with VYKAT XR too which Scorpion conveniently left out. Anyways I’ve learned to not rely on these pt forums. The launch trajectory supports upside to $100+ in 12-18 months if Q3 beats consensus and safety fears fade (which btw are so overblown). The drug in fact appears safer than realized, given PWS patients' multiple comorbidities and the low reported death rate (only 1 verified among ~1,000 treatments, potentially a few others unclear if drug-related well below the natural 3-4% annual rate). Also lets not forget the drug underwent a thorough FDA reviewal/approval process. KOLs also view as safe and effective given PWS fragility and comorbidities. Sometimes it really is that simple.
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Yellowbrick Investing
In honor of all the big biotech wins recently, shoutout to MrStingy from VIC, who is up almost 350% in two months (link) on PepGen $PEPG after good results came out a couple of weeks ago. https://t.co/dMG4vvX4dv
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Quiver Quantitative
UPDATE: Nancy Pelosi filed a purchase of Tempus AI call options earlier this year.
$TEM has now risen 180% since the trade. https://t.co/twTAKOEmZU
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Capital Employed
30 Top stock pitches to get stuck into this week, from fund managers and some very smart private investors --->
https://t.co/BxaXwsbDvP https://t.co/B00QgNNz1o
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App Economy Insights
📊 Sneak peek at the September report!
Earnings visualized from $AI to $ZS.
What caught your eye this month?
200+ companies covered this season. 👇
https://t.co/GuELTHbDFc https://t.co/OfJjYIkB8y
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Investing visuals
How $AMZN makes money💸 https://t.co/7ww6wSfj5G
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Yellowbrick Investing
Yellowbrick Portfolio just crossed +40% (started May 2024).
Not bad for only copying stock ideas from the best free investment write-ups using no leverage, no options, and equally weighted position sizes across 30+ stocks from multiple different countries. https://t.co/HfjUONSMQs
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Umesh
RT @Kyrannio: WHO'S READY FOR SHOPPABLE/INTERACTIVE VIDEO?
Using NoSpoon studios new spinoff platform, create and detect overlaid products embedded with analyzed custom interactive overlays. You can even link to friend's profiles on X if you so choose! Most everything is customizable, including logos.
We provide the embedded webpage featuring an AI analysis and detection of products within your uploaded media, as well as links users can click without interrupting playback on your content (however you can edit all of this yourself and add more products/tweak products naturally).
Oh and did I mention...you can click products just by staring at them if you enable 'gaze'? It's super fun! There's a few easter eggs on the launch page too for this very sort. See if you can hold your eyes closed long enough to find a few of them...
This is great for gaming, music streaming, industrial training, AI workflow sharing, anything that requires you to link to another interactive component! Feel free to go crazy!
I personally think this will be great for AI workflows, as in conversation you can just say the tool then run it through NoSpoon's shoppable video platform and it will detect this (bear in mind you should say the website if you are using your audio to do this). Otherwise, it will try to find all products visible in your shots :). Here you will see it find Chanel.
I've got loads of features I'll explain a bit better come Sunday, but in the meantime, enjoy this super early beta release!
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Umesh
RT @CharaspowerAI: 🚀 Nano Banana is already powerful… but combined with @Photoshop Beta, you step into a whole new universe 🤯🎨
The full power of Banana + the unlimited layer & element control of Photoshop = it completely changes the game.
👉 Here are 8 concrete examples of what you can do with Nano Banana and Flux Kontext Pro inside Photoshop Beta.
📌 Try it with a limited number of complimentary generations, until 10/28.
This video is part of a paid partnership with Adobe Firefly.
I’m an official @Adobe Firefly Brand Ambassador, and this content is sponsored.
#AdobeFireflyAmbassadors #Ad #PhotoshopPartnerModels
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The Startup Ideas Podcast (SIP) 🧃
RT @gregisenberg: I had a blast hosting the world’s largest hackathon and giving away $1M to vibe coders in 100+ countries.
I'd like to do this again sometime. https://t.co/rKrmjpYkTK
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Dimitry Nakhla | Babylon Capital®
Roper Technologies, a top holding of Chuck Akre (8% allocation as of Q2 25’ 13F), now trades near its lowest valuation in 5 years
The last time $ROP traded for 23x & a 4.9% FCF Yield was during the extended 2022 bear market https://t.co/RuoLet1wdK
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Yellowbrick Investing
Added 62 new stock write-ups to the site (pt final):
@waterboycap - $CRBG
@felix__archive - $DUOL
@alexeimartov (portfolio update) - $4755.T, $STZ, $VEON, $ISSC
@treiner5 - $DASH (update)
@PipelineDataLLC - $GKPRF (update) https://t.co/koMUMQYghZ
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Yellowbrick Investing
Added 62 new stock write-ups to the site (pt 1):
- @finance_schmidt (portfolio update) - $IMB.AX, $ACP.WA, $ACNT, $MCB.TO, $KLNG, $IRIX, $BLM.V, $SUP.L, $NOW.V
- @TheRayMyers - $NU (neutral)
- @stpioc - $NTWK (neutral)
- @slocapital - $TGT https://t.co/H6IJ3PTwBD
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AkhenOsiris
$SHOP back to 52wk highs
$SHOP hit $159 on Monday and just hit $139.xx today. Large pullback, while consumer spending data holding up well, 3P data also decent (GMV accel'd to 30% last qtr). Natural fit to be at forefront of agentic e-comm, having partnered with OAI and Perplexity.
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Yellowbrick Investing
https://t.co/wpWBCXyM7h
When hedge funds make 5–10% in a year, it’s called “alpha.”
Meanwhile, on Whop, retail investors and traders with real edge are launching their own paid communities where members are chasing double- and even triple-digit gains.
Finance is decentralizing. https://t.co/aXy0nssAKV
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Quiver Quantitative
This has been so wild.
Representative Cleo Fields bought stock in a Bitcoin mining company called IREN this summer.
We called it out because it was the first time we had ever seen a politician buy the stock.
$IREN has now risen 199% since his trade.
It's been 3 months. https://t.co/lG0x0q9mKC
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App Economy Insights
$EA Electronic Arts is going private. 🎮
The biggest LBO ever at a $55B valuation.
• Who's buying?
• Why EA and why now?
• What does it mean for gaming?
Full breakdown 👇
https://t.co/D3g1MjCKQ3
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Emily
Google Gemini 2.5 Nano banana
{
"scene": {
"environment": {
"location_type": "modern gallery hallway",
"left_wall": "black-and-white optical swirl mural, matte finish",
"right_wall": "framed monochrome manga panels with sparse Japanese onomatopoeia",
"floor": "light gray polished tile with 2x2 m matte gray vinyl sheet under subject to kill reflections",
"depth": "short corridor depth with subtle falloff",
"clutter": "none"
},
"time": "indoors, artificial light",
"mood": "cool, composed, slightly mysterious",
"color_palette": "neutral-cool grays, olive top, desaturated denim blues"
},
"subject": {
"type": "human",
"gender": "female",
"approx_age": "early 20s",
"appearance": {
"skin_tone": "fair-light with neutral undertone",
"hair": "jet-black, very long, straight, center part; clean specular sheen",
"face": "oval face, soft makeup, subtle gloss on lips, light eyeliner and mascara",
"earrings": "large silver hoop earrings"
},
"wardrobe": {
"top": "fitted olive/khaki ribbed tank with small rhinestone cross motifs (check glue before shoot)",
"bottom": "high-waisted distressed denim shorts with heavy frayed hem and beige repair patches (tape rear hem flat)",
"footwear": "out_of_frame"
},
"pose": {
"stance": "leans back and slightly left with head resting against mural wall",
"torso": "relaxed, angled 10–15° to camera",
"arms_hands": "right arm behind torso/out_of_frame, left arm relaxed by side",
"expression": "calm, neutral-to-soft gaze past camera",
"chin": "slightly down; head tilt toward left shoulder"
}
},
"framing_composition": {
"shot_type": "mid-thigh portrait (three-quarter length)",
"orientation": "vertical",
"framing": "subject placed on left third; right third shows manga panels",
"leading_lines": "doorframe/panel edges vertical; swirl mural adds texture without overpowering subject",
"background_separation": "subtle; background softly defocused but still readable"
},
"camera": {
"sensor": "full-frame mirrorless",
"lens": {
"focal_length_mm": 50,
"type": "prime",
"character": "neutral rendering, low distortion"
},
"settings": {
"aperture": "f/3.2",
"shutter_speed": "1/250",
"iso": 400,
"white_balance": "custom grey-card @ 4600 K",
"focus": "eye-AF + 3-frame focus bracket (±1 cm)",
"stabilisation": "IBIS on"
},
"perspective": "camera at chest level; minimal keystoning; maintain straight verticals"
},
"lighting": {
"key": "broad, soft overhead/ceiling panel light",
"fill": "60×60 cm white bounce 30 cm below bust line, ~1.3 stops under key",
"rim": "narrow 1×2 ft strip-light behind subject camera-right, ½ stop over key",
"quality": "soft, diffuse; no hard shadows",
"exposure_target": "skin at ~65 IRE; rhinestones clipped < 90 ire",
"specular_control": "micro-specular on hair; avoid plastic skin sheen"
},
"rendering_intent": {
"photorealism": "high",
"texture": "retain fabric weave, denim fray strands, hair strands",
"background_text_policy": "allow only existing manga panel text; do not invent extra signage or captions"
},
"post_processing": {
"color_grade": "neutral-cool base with gentle contrast curve; slight cyan in shadows, warm bias on skin",
"tone_curve": "soft s-curve (lift shadows +3, compress highlights -5)",
"clarity_texture": "clarity -5 on skin via masked adjustment; texture +5 on denim/frayed hem only (separate mask)",
"noise_reduction": "luma 10, chroma 15",
"sharpening": "amount 40, radius 0.7, detail 25, masking 60 (protect background)",
"vignette": "subtle -0.1 ev centre-weighted",
"geometry": "verticals upright; crop 4:5 with space above head and right-side manga visible",
} tweet
AkhenOsiris
FabKno has a message for Zuck
I think META spend will look more like defense next year versus offense. Also he quite literally could lose his biz if he doesn’t figure shit out quick.
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App Economy Insights
$NKE Nike Q1 FY26 (ending Aug. 2025).
• Revenue +1% Y/Y to $11.7B ($0.7B beat).
• GAAP EPS $0.49 ($0.22 beat).
• Inventory -2% Y/Y at $8.1B.
• Wholesale +7% Y/Y to $6.8B.
• Direct revenue -4% Y/Y to $4.5B.
• Greater China revenue -9% Y/Y to $1.5B. https://t.co/qqwhnY5TCB
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