7
https://x.com/i/lists/1669153613199835138?t=R0mCicxs7zfJE_yOAek4gQ&s=09
AkhenOsiris
Time for @dalibali2 Sasshitco index...all the sw shit that has been tossed in the trash, should work a year or two out no!? Few will die, but a few should also flourish
tweet
Dimitry Nakhla | Babylon Capital®
Oh no
Netflix--right now
tweet
Moon Dev
I'm hiring a Head of Content. $3k/month, part-time, remote-only, no lazy Americans.
I host a daily livestream covering crypto, trading automation, and algorithmic trading.
I'm looking for someone who can:
1. Work directly with me and my team to plan stream content conducive to high quality YouTube videos, clips, & beyond. We want your expertise to assist us in the full content lifecycle.
2. Transform livestream segments into structured, narrative-driven youtube videos (Deep dives, market analysis, tutorials, etc.).
3. Create original UGC content yourself - not just repurposing, but actually making videos.
4. Build systems and processes that you will later use to manage a team under you as we scale.
5. Develop my long term content distribution strategy across all platforms and content lengths: clips, shorts, reels, TikTok, podcasts, etc.
Your KPI's will be youtube growth, and non-X virality.
How to apply:
Go into my VOD library, find a solo segment (not an interview), and edit it into a 5-10 min YouTube video.
Send that + a short bio (bullet points or a few sentences) covering your experience and why you want this job to moon@algotradecamp.com or DM here on twitter.
Requirements:
- Background in Youtube editing and growth
- Complete fluency in video editing, graphic design (thumbnails & posters), and production tools
- Knowledge of finance / crypto / trading (nice to have)
tweet
God of Prompt
nice one ngl
i built a persona (system prompt) switcher to compare how good this prompt actually is https://t.co/2XmRw9l2dT
tweet
Fiscal.ai
RT @EconomyApp: 📊 3 gaming giants:
🔵 Roblox $RBLX
🟠 Electronic Arts $EA
🟣 Take-Two Interactive $TTWO
Who rules the next decade? https://t.co/Io0wCPqMZO
tweet
God of Prompt
RT @godofprompt: 🚨 DeepMind discovered that neural networks can train for thousands of epochs without learning anything.
Then suddenly, in a single epoch, they generalize perfectly.
This phenomenon is called "Grokking".
It went from a weird training glitch to a core theory of how models actually learn.
Here’s what changed (and why this matters now):
tweet
God of Prompt
RT @godofprompt: https://t.co/rPdSjVH7ky
tweet
Illiquid
Will have an update on Wasion later today. $3393. In the meantime, here is my favourite Blasion https://t.co/6Ga5QDtudz
tweet
God of Prompt
RT @godofprompt: I collected every NotebookLM prompt that went viral on Reddit, X, and research communities.
These turned a "cool AI toy" into a research weapon that does 10 hours of work in 20 seconds.
16 copy-paste prompts. Zero fluff.
Steal them all 👇 https://t.co/xRiTcsUnHi
tweet
The Few Bets That Matter
Remember when $GOOG was dying?
When Search was being disrupted?
Yeah. Me neither. https://t.co/hZ9vixoPRd
$GOOG is dying. Or the market believes.
The reality is that search is migrating from our old methods to new ones, namely AI services on which $GOOG is in advance compared to many, while YouTube & its cloud business are doing wonders.
$GOOG is not dying. It will thrive hard. https://t.co/HHACJswIco
tweet
Fiscal.ai
RT @BradoCapital: Widespread outage on @fiscal_ai right now. Sorry for the inconvenience, our Engineering Team will have everything back up shortly.
tweet
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: At the time, it may have sounded overly simple. Yet occasionally, I’ll include one or two sentences in my quality valuation analysis that captures something that really matters
$LRCX & memory chip production
Even if it’s simple, it’s important to be focused on the right drivers https://t.co/hidi4BV0gV
A quality valuation analysis on $LRCX 🧘🏽♂️
•NTM P/E Ratio: 16.66x
•10-Year Mean: 20.20x
•NTM FCF Yield: 6.80%
•10-Year Mean: 5.51%
As you can see, $LRCX appears to be trading below fair value
Going forward, investors can receive ~21% MORE in earnings per share & ~23% MORE in FCF per share 🧠***
Before we get into valuation, let’s take a look at why $LRCX is a good business
BALANCE SHEET✅
•Cash & Short-Term Inv: $5.67B
•Long-Term Debt: $4.48B
$LRCX has a strong balance sheet, an A- S&P Credit Rating & 25x FFO Interest Coverage
RETURN ON CAPITAL✅
•2021: 40.0%
•2022: 46.8%
•2023: 39.3%
•2024: 31.3%
•LTM: 34.9%
RETURN ON EQUITY✅
•2021: 69.8%
•2022: 74.8%
•2023: 62.3%
•2024: 45.7%
•LTM: 50.4%
$LRCX has strong return metrics, highlighting the financial efficiency of the business
REVENUES✅
•2014: $4.61B
•2024: $14.91B
•CAGR: 12.45%
FREE CASH FLOW✅
•2014: $571.55M
•2024: $4.26B
•CAGR: 22.24%
NORMALIZED EPS✅
•2014: $0.44
•2024: $3.03
•CAGR: 21.28%
PAID DIVIDENDS✅
•2019: $0.44
•2024: $0.80
•CAGR: 12.70%
SHARE BUYBACKS✅
•2015 Shares Outstanding: 1.77B
•LTM Shares Outstanding: 1.30B
By reducing its shares outstanding ~26%, $LRCX increased its EPS by ~35% (assuming 0 growth)
MARGINS✅
•LTM Gross Margins: 47.7%
•LTM Operating Margins: 29.7%
•LTM Net Income Margins: 26.5%
***NOW TO VALUATION 🧠
As stated above, investors can expect to receive ~21% MORE in EPS & ~23% MORE in FCF per share
Using Benjamin Graham’s 2G rule of thumb, $LRCX has to grow earnings at an 8.33% CAGR over the next several years to justify its valuation
Today, analysts anticipate 2025 - 2028 EPS growth over the next few years to be more than the (8.33%) required growth rate:
2025E: $3.75 (23.7% YoY) *FY Jun
2026E: $3.88 (3.6% YoY)
2027E: $4.65 (19.8% YoY)
2028E: $5.50 (18.3% YoY)
$LRCX has a decent track record of meeting analyst estimates ~2 years out, but let’s assume $LRCX ends FY 2028 with $5.50 in EPS & see its CAGR potential assuming different multiples:
20x P/E: $110.00💵 … ~20.2% CAGR
19x P/E: $104.50💵 … ~18.3% CAGR
18x P/E: $99.00💵 … ~16.4% CAGR
17x P/E: $93.50💵 … ~14.3% CAGR
16x P/E: $88.00💵 … ~12.2% CAGR
While it’s certainly reasonable for $LRCX to trade for 18x - 20x, I wouldn’t want to rely on that assumption as it doesn’t leave us with a substantial margin of safety
Yet, $LRCX still appears to have attractive return potential if we assume 16x - 17x, a multiple that’s justified by its excellent capital allocation, wide moat & growth rate
Moreover, $LRCX derives a large portion of its revenues from memory chip production, which is a strong growth driver for the company
~40% of revenue comes from recurring-like services, making $LRCX more predictable softening sector volatility
Today at $63💵 $LRCX appears to be a great consideration, with some margin of safety
Given its high uncertainty, I’d buy in tranches and leave some room to add more if it declines further, e.g. 1/3 at $63, 1/3 at $55, 1/3 at $50
___
𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.
𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢[...]
The Few Bets That Matter
$NBIS has been rejected twice in a row on the $100 mark.
Patience. It is a tripple digit stock. Just takes time.
tweet
Fiscal.ai
RT @InvestingVisual: $NOW revenue growth is a thing of beauty👌 https://t.co/fdhDTsEDPu
$NOW is down 🔻35% from its 52-week highs, meanwhile:
🔹 Revenue grew 22%
🔹 Free cash flow is up 24%
🔹 Has a 98% customer renewal rate
A very high quality SaaS business that now trades at its lowest valuation in 3 years.
$NOW is definitely worth your attention. https://t.co/s5Vt1RqOfr
tweet
The Few Bets That Matter
$ONON breaking another higher high.
Sportswear are on fire lately.
The new $NKE. https://t.co/G6oERjgwLy
tweet
Moon Dev
seeing so many awful takes about this
if you are a developer you should be excited about ads
until now discovery is still not solved for ai apps
having an open platform you can buy users for your app on is game changing
google and meta ads are saturated, lets go OAI ads!
We are starting to test ads in ChatGPT free and Go (new $8/month option) tiers.
Here are our principles. Most importantly, we will not accept money to influence the answer ChatGPT gives you, and we keep your conversations private from advertisers.
It is clear to us that a lot of people want to use a lot of AI and don't want to pay, so we are are hopeful a business model like this can work.
(An example of ads I like are on Instagram, where I've found stuff I like that I otherwise never would have. We will try to make ads ever more useful to users.)
tweet
God of Prompt
Prompting for translation tip:
Prompting tip:
If you're asking AI to do a translation task, adding the line "Preserve the original register" can improve the results by A LOT
(In language, "register" means the level of formality or style you use when speaking or writing in a particular situation. For example, casual with friends vs. formal in a job interview).
tweet
The Few Bets That Matter
The comments on this post are a perfect snapshot of what you can expect from X.
Everyone quotes Buffett at me like I’m a doofus.
Most of them own $RKLB, $ASTS, and $PLTR.
Guess they didn’t finish the book. Most never even started it. The irony 🍿
If your position is down 30%+, you made a mistake. A big one.
This applies to every stock, not just $DUOL, and it doesn’t mean $DUOL is a bad company or that Antonio is a bad stock picker.
Everyone makes mistakes.
But holding a stock down 70% is not conviction. It’s ego.
It means you own a company the market refuses to reward while you insist you’re right. Millions scream at you that you are wrong, and you ignore them.
You’re still down 70%. That’s a fact. That's the definition of being wrong.
Even if $DUOL makes new highs in two or three years, you were still wrong then. You misunderstood something and paid for it with years of underperformance, likely more as you probably will DCA to the grave.
By ego, again.
The market decides who’s right and who’s wrong. A buy at $150 may be right. But the original thesis wasn’t.
You should accept being wrong.
tweet
Moon Dev
RT @g_boronat: @MoonDevOnYT What app is This ?
tweet
Dimitry Nakhla | Babylon Capital®
$FICO https://t.co/K0HUXjLNr5
Several key takeaways from FICO’s latest quarterly call (Q4 2025 transcripts for reference)
$FICO remains one of the most quietly dominant businesses in the market & arguably among the best examples of consistent execution & pricing power 🧵 https://t.co/R8Vqfl7REn
tweet
God of Prompt
RT @godofprompt: I collected every NotebookLM prompt that went viral on Reddit, X, and research communities.
These turned a "cool AI toy" into a research weapon that does 10 hours of work in 20 seconds.
16 copy-paste prompts. Zero fluff.
Steal them all 👇 https://t.co/xRiTcsUnHi
tweet
God of Prompt
RT @godofprompt: I collected every NotebookLM prompt that went viral on Reddit, X, and research communities.
These turned a "cool AI toy" into a research weapon that does 10 hours of work in 20 seconds.
16 copy-paste prompts. Zero fluff.
Steal them all 👇 https://t.co/xRiTcsUnHi
tweet
Illiquid
Crazy what @vikramskr’s Substack post set off on social media. $axti
This part of Vik's conversation really jumped out, because guess who outperformed $sndk. Its $axti.
Can't wait to get to work in '26. I'm late to this party.
“MH: I don’t know who the suppliers of the wafers are. I know it’s a bottleneck now. I think somewhere China is definitely a big supplier. It’s a really big bottleneck. Some fabs have problems procuring the material. It’s also shit [laughs] because we cannot buy wafers easily.”
tweet
The Few Bets That Matter
$NVO is the most undervalued stock?
$NVO also has a declining growth.
Why do you think the market sells it? https://t.co/LUv47wR7as
$NVO IS THE MOST UNDERVALUED STOCK
Revenue and net-margin will continue to grow from here, yet the company is basically priced for failure.
A 12.5 P/E is absolutely ridiculous, and nobody can tell me otherwise.
This is one of these obvious buys, that most people will still miss out on.
tweet
God of Prompt
RT @godofprompt: I collected every NotebookLM prompt that went viral on Reddit, X, and research communities.
These turned a "cool AI toy" into a research weapon that does 10 hours of work in 20 seconds.
16 copy-paste prompts. Zero fluff.
Steal them all 👇 https://t.co/xRiTcsUnHi
tweet
𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.
𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. - Dimitry Nakhla | Babylon Capital® tweet
Dimitry Nakhla | Babylon Capital®
𝐀𝐖𝐒 growth is quietly re-accelerating
Over the last two quarters, 𝐀𝐖𝐒 YoY growth has inflected higher — with the September quarter marking its fastest growth rate since September 2022, despite an already massive revenue base
At the same time, 𝐀𝐝𝐯𝐞𝐫𝐭𝐢𝐬𝐢𝐧𝐠 continues to be a major strength
𝐀𝐝𝐬 revenue has compounded at a ~23% CAGR, with growth re-accelerating into the low-to-mid 20% range, making it one of the highest-margin & most durable businesses inside $AMZN
𝘛𝘸𝘰 𝘭𝘢𝘳𝘨𝘦, 𝒉𝒊𝒈𝒉-𝒒𝒖𝒂𝒍𝒊𝒕𝒚 𝒆𝒏𝒈𝒊𝒏𝒆𝒔 𝘢𝘤𝘤𝘦𝘭𝘦𝘳𝘢𝘵𝘪𝘯𝘨 𝘢𝘵 𝘰𝘯𝘤𝘦 𝘪𝘴 𝘦𝘢𝘴𝘺 𝘵𝘰 𝘶𝘯𝘥𝘦𝘳𝘦𝘴𝘵𝘪𝘮𝘢𝘵𝘦
tweet
Fiscal.ai
RT @BradoCapital: Great news for Fiscal's highest and most powerful tier. 🎉
We REDUCED the price significantly from $199 to $79.
Why?...
The highest tier was priced at a point for the math to work for our Sales Team.
However, our Sales Team is focused on our B2B Data API product.
Which makes sense, these are great for the business and you'll be seeing our data more and more embedded around the platforms you know and use.
Given this, we've made the decision to move the most powerful plan to less than half of the price and entirely self-serve.
Institutional analytical capabilities for a disruptive price. For the first time, things like click-thru audit to filing, exporting capabilities, adjusted figures, as-reported financials and more for this attractive price.
This is available now.
Existing Enterprise subscribers: You still have every feature and we are applying credit towards future invoices so that you are not overpaying in future.
Legacy subscribers (Legacy Plus and Legacy Pro): You have every feature in the Max Tier. Thank you for your ongoing and early support.
tweet
The Few Bets That Matter
Not sure why anyone would choose $HIMS over $NVO at current prices...
Help me answer..
$NVO OR $HIMS
$UNH OR $OSCR
tweet
The Few Bets That Matter
$MSTR is up 5%+ today.
$BTC is flat.
The market continues its repricing. https://t.co/0vVoZlgyr2
$MSTR is up 2.5%.
$BTC is down 3%.
Why?
Because the market starts to realize that Bitcoin will very probably reach $100K before $70,000… Which means $MSTR is massively underpriced.
This has been the thesis for weeks. https://t.co/dO4tvUknax
tweet