7
https://x.com/i/lists/1669153613199835138?t=R0mCicxs7zfJE_yOAek4gQ&s=09
memenodes
crypto after trump inauguration https://t.co/mISKo8O6WA
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memenodes
never lose faith crypto guys, maybe the women of your life is still in production https://t.co/TiTJLcvpc4
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Dimitry Nakhla | Babylon Capital®
“During the third quarter of fiscal 2025, $TDG repurchased 105,567 shares of its common stock at an average price per share of $1,240.91 for a total amount of approximately $131 million.
For the thirty-nine week period ended June 28, 2025, $TDG repurchased 401,036 shares of its common stock at an average price per share of $1,246.71 for a total amount of approximately $500M”
“During the second quarter of fiscal 2025, TransDigm repurchased 42,669 shares of its common stock at an average price per share of $1,249.52 for a total amount of approximately $53 million.”
Why’s this relevant?
Management typically repurchases shares with a disciplined approach and focus on compounding shareholder value at roughly 20% annualized returns
$TDG trades near $1,250
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AkhenOsiris
5 to 10 years later:
Legacy ______ wasn't destroyed by fumbling decisions but simply the onslaught of AI
Fill in the blank
@TheStalwart Entire thread on this
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Umesh
wow!
Prompt with image as input: show a wide shot of the road with a man and woman walking with a cat in a park. https://t.co/9QxP1ZA2WF
A new SOTA image-editing model is here!
It delivers incredible results with chain-of-thought reasoning.
If you're a professional designer or app builder, try Riverflow 1 on @runware.
Here are five great examples ⤵️
1. From a top-down view to various angles https://t.co/tNzObNktF7
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Umesh
RT @rashmimayurr: 🎬 After months of playing with AI clips & experiments, it’s time for the real thing.
In 2026, we’re bringing true AI films to life — made for OTT and theatres.
Our first project, “Her Love,” is the story of a woman whose love spans across two decades — a beautifully woven journey through time, memory, and emotion.
Made on @morphic .
Here’s the trailer 👇
2026 will be a pataka. 💥
Please watch, share, and spread the word.
#HerLove #AIFilm #FutureOfCinema #Morphic #AIFilmmaking
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Investing visuals
$ASML vs $TSM side by side after both posted strong Q3 earnings.
Key take-away: AI is still in full swing. https://t.co/heGU6OJLaX
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Dimitry Nakhla | Babylon Capital®
“During the second quarter of fiscal 2025, TransDigm repurchased 42,669 shares of its common stock at an average price per share of $1,249.52 for a total amount of approximately $53 million.”
Why’s this relevant?
Management typically repurchases shares with a disciplined approach and focus on compounding shareholder value at roughly 20% annualized returns
$TDG trades near $1,250
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Investing visuals
10 high quality software stocks:
• Elite (>60): $PLTR, $FIG, $VEEV, $RBRK
• Very high (54 - 60): $MNDY, $DDOG
• High (50 - 53): $PANW, $NOW, $ADBE, $FROG https://t.co/Ay3Nlvx2eZ
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Umesh
With Grok! https://t.co/5oe6yyj9j2
Floating! https://t.co/lHvaCzlrY4
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Dimitry Nakhla | Babylon Capital®
RT @wolfofharcourt: $MELI leads Mexico e-commerce app traffic with 34.9M MAUs, outpacing $AMZN at 26.3M.
Engagement leadership is one of the best forward signals for share of GMV and monetization power.
Source: SimilarWeb
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Investing visuals
Investing: expectation vs reality. https://t.co/4FNRVDzYVq
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App Economy Insights
📊 This Week in Visuals:
💊 J&J $JNJ
🔬 ASML $ASML
💳 Amex $AXP
📈 Blackrock $BLK
🏦 Charles Schwab $SCHW
🛩️ United Airlines $UAL
🍕 Domino’s $DPZ
https://t.co/Lqu4kIx4ha
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Investing visuals
We’ve got a winner: $AMZN!
Interestingly, $MELI monthly active users outpaces $AMZN by a wide margin and is best-in-class across all major e-commerce players.
H/T @wolfofharcourt for sharing this visual earlier today. https://t.co/edMv4SFM9d
Do you prefer $AMZN or $MELI?
- Amazon
- MercadoLibre
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Umesh
Prompt : From the misty base, the camera surges up the dam’s concrete face, spray flashing. The angle noses downward progressively, unveiling frothing spillways, antlike tourists, and the serpentine river. It crests the rim to a lone ranger at the guardrail, coat snapping, peering into the thunderous plunge.
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memenodes
Walking down the wrong street in Thailand https://t.co/2VHkYbeFN2
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memenodes
Me checking if i'm already rich yet or still pre-rich every morning https://t.co/JCTX3gMbLM
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Dimitry Nakhla | Babylon Capital®
RT @PythiaR: @AretardInvestor @DimitryNakhla SBC is $180m
If you’re using EV you need to add back & tax affect the $1.5b in net interest expense.
So you’d be looking at more like $3b of FCFF on $93b of EV.
Again, not 50 or 60x.
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Investing visuals
Which AI stock do you think is worth buying right now?
Chip design
• $NVDA $183
• $AMD $233
• $AVGO $349
Components
• $MU $202
• $SMCI $45
Manufacturers
• $TSM $295
• $INTC $37
Power
• $SU $246
• $CEG $386
Equipment
• $ASML $1021
• $AMAT $224 https://t.co/j8ZMIrMhdA
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Dimitry Nakhla | Babylon Capital®
As earnings season ramps up, next week is packed with scheduled reports 🗓️
Let’s dive into the earnings expectations, valuations, & business segments for 10 quality stocks
Food for thought over the weekend🧵 https://t.co/vMSEBVj1G3
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Umesh
A new SOTA image-editing model is here!
It delivers incredible results with chain-of-thought reasoning.
If you're a professional designer or app builder, try Riverflow 1 on @runware.
Here are five great examples ⤵️
1. From a top-down view to various angles https://t.co/tNzObNktF7
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Umesh
Prompt: The camera rockets up from below jagged Alpine cliffs in a rapid, continuous ascent, tilting down a few degrees more with every meter to reveal a thunderous gorge and glacier-fed river far beneath, until it snaps onto a lone figure braced on a knife-edge ridge, staring into the plunging valley.
Made with @Kling_ai 2.5 Turbo
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Umesh
These images might make you feel dizzy!
Prompt: vertigo grace abstraction --chaos 60 --ar 16:9 --profile 6xd26z9 --stylize 500 https://t.co/SYdorV0Mgv
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Yellowbrick Investing
Some interesting recent stock pitches:
$AQZ.AX - Australian aviation operator at 6x P/E. Qantas blocked from buying at 20x P/E in 2022. Pacific Equity Partners showing acquisition interest @puppyeh1 @acidinvestments
$B3SA3.SA / $BOLSY - Brazil’s main stock exchange. Weak USD benefits emerging markets. Potential pro-biz president in 2026 elections
$4063.T - Leading Japanese chemical co. Leader in PVC and silicon wafers. Wafer biz benefits from AI/chip boom. PVC benefits from infra spend. P/E discount to peers. @nicknemo17 @felix__archive
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Umesh
RT @AllaAisling: 🎬 Adobe Firefly's new Camera Motion Reference feature is a game-changer for video creators.
You can now extract camera movements from ANY video and apply them to AI-generated content.
Here's exactly how to use it + real-world examples to get your creativity started 🧵
This post is sponsored by Adobe Firefly through a paid partnership as an @Adobe Firefly Ambassador.
#AdobeFireflyAmbassadors – #Ad – #MotionReferenceVideoGeneration
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App Economy Insights
🗓️ What are you watching this week?
• Tuesday: $NFLX $KO $GM $ISRG $TXN
• Wednesday: $TSLA $IBM $LTM $GEV $T $HLT
• Thursday: $INTC $TMUS $F $AAL $LUV
• Friday: $PG
All visualized in our newsletter. https://t.co/gHKVbI7ord
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Umesh
Start and End frames with video models offer infinite creative possibilities.
With Veo 3.1 now supporting both frames, it’s good to understand how different models respond as it helps to get a sense of their overall “vibe.”
Here’s a comparison across four models I usually use:
1. Veo 3.1 (and Fast)
2. Kling 2.1
3. Hailuo AI
4. Midjourney
I used the same set of images and a simple prompt ( “Seamless transition” ) for all models, ran two tests, and picked the best result. 🧵
1. Veo 3.1:
(Veo 3 Fast render wasn’t as good as Veo 3.1, but it could work well with multiple attempts.)
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Umesh
RT @awesome_visuals: sci-fi fantasy vibes. https://t.co/e9SHkZzmI3
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The Startup Ideas Podcast (SIP) 🧃
The difference between AI slop and a $50K ad?
One extra step: Script → images → video
The workflow:
1) ChatGPT creates script & shot list
2) Reve generates 3 image variations per shot
3) Iterate until characters & composition are locked
4) Animate with Veo 3 frame-by-frame
4) Edit & ship
Images cost pennies. Videos cost dollars.
Get it right before you render.
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Umesh
As long as people steal others’ content, I don’t think it works well. I hope it improves.
I’ve been seeing my videos/prompts posted as their own on other platforms, sometimes coming back without proper credit, for more than two years.
Many just use others’ content to go viral and grow. That’s the sad truth. It only works when there’s a good community that respects others’ work. Outside this bubble, no one cares.
No account will be big or small.
Your content decides your reach.
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