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https://x.com/i/lists/1669153613199835138?t=R0mCicxs7zfJE_yOAek4gQ&s=09
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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Umesh
Hold tight!
Made with @Kling_ai
Prompt ⤵️ https://t.co/VIGYz0vIl8
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The All-In Podcast
RT @demishassabis: Thanks @friedberg & the @theallinpod crew for inviting me to the summit, it was a blast! Fun conversation discussing everything from the limitations of today's AI systems to the latest world models like Genie 3 and their key potential role in robotics - enjoy!
Google DeepMind CEO Demis Hassabis on AI, Creativity, and a Golden Age of Science
(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win
(2:39) What is Google DeepMind? How does it interact with Google and Alphabet?
(4:01) Genie 3 world model
(9:21) State of robotics models, form factors, and more
(14:42) AI science breakthroughs, measuring AGI
(20:49) Nano-Banana and the future of creative tools, democratization of creativity
(24:44) Isomorphic Labs, probabilistic vs deterministic, scaling compute, a golden age of science
@demishassabis @friedberg
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Iqra Saifi
Veo-3 fast on Gemini 🚗
"scene_description": [
{
"time_start_sec": 0.0,
"time_end_sec": 2.0,
"shot_type": "dynamic_aerial_descent",
"subject": "red Lamborghini, urban road, Statue of Liberty, coastline",
"action": "rapid aerial descent and forward tracking, revealing the car and iconic backdrop",
"details": "The scene opens with a **dynamic aerial descent**, rapidly dropping from high above a bustling, sun-drenched urban coastline. A sleek, vibrant **red Lamborghini Aventador**, with the word 'WINNER' boldly emblazoned on its hood in white, speeds along a winding road carved into a cliffside. To the left, the iconic **Statue of Liberty** stands majestic, surrounded by crashing azure waves. Buildings with distinctive red rooftops and lush green foliage line the road. Sunlight glints intensely off the car's polished surface and the ocean. The road's yellow double lines are sharp, indicating high speed. The sky is a clear, brilliant blue with a few wispy clouds.",
"audio": "A powerful, high-revving engine roar of the Lamborghini, the distant sounds of crashing waves, and a soaring, cinematic orchestral theme begins, with a driving, exciting rhythm."
},
{
"time_start_sec": 2.0,
"time_end_sec": 4.0,
"shot_type": "medium_tracking_side",
"subject": "Lamborghini, driver, blur of city/nature",
"action": "camera tracks at car level, emphasizing speed and environment blur",
"details": "A **medium tracking shot** at eye-level with the car, highlighting its aggressive lines and the 'WINNER' decal. The driver, obscured or silhouetted, is visible behind the wheel, hands gripping. The surrounding environment—lush trees, distant city buildings, and the ocean—blurs dynamically, conveying incredible speed. Details like the car's carbon fiber elements, intricate wheel design, and the subtle texture of the road surface are sharply rendered. The sunlight creates strong contrasts and vibrant reflections on the car's body. Small, almost invisible air currents ripple off the car's spoiler.",
"audio": "The engine note is a sustained, powerful growl, wind rushes past the camera, a subtle 'thump-thump' of the car moving at high speed, orchestral theme becomes more intense and rhythmic."
},
{
"time_start_sec": 4.0,
"time_end_sec": 6.0,
"shot_type": "low_angle_road_perspective",
"subject": "road, car's underside, Statue of Liberty in background",
"action": "camera moves to a low, ground-level perspective as the car speeds over, revealing the undercarriage",
"details": "The camera quickly transitions to a **low-angle shot** from the road, looking up as the Lamborghini speeds directly overhead. You see the aerodynamic undercarriage of the car, with subtle glints of metallic components. The road surface, with its worn asphalt texture and painted lines, fills the foreground. In the background, the iconic Statue of Liberty is now more prominent, framed by the car's passage, with the dynamic ocean waves still visible. Dust or tiny particles of debris are subtly kicked up by the car's movement. The overall impression is one of immense power and speed.",
"audio": "A loud 'whoosh' as the car passes, the engine's roar briefly peaking, followed by a resonant 'thrum'. Distant ship horns (subtle) or city sounds, orchestral music is driving and forceful."
},
{
"time_start_sec": 6.0,
"time_end_sec": 8.0,
"shot_type": "wide_angle_pull_out_pano",
"subject": "Lamborghini, entire city/coastline, vibrant sky",
"action": "camera rapidly pulls back and elevates for a majestic panoramic view as the car vanishes into the distance",
"details": "The camera performs a rapid **pull-back and elevation** to a wide-angle, panoramic shot. The red Lamborghini becomes a rapidly shrinking point in the distance, speeding along the winding coastal road. The entire cityscape, with its red-roofed buildings, green foliage, and the Statue of Liberty, is now spread out. The ocean sparkles under the bright sun. The clear blue[...]
Iqra Saifi
Veo-3 fast on Gemini 🛞
"A hyper-realistic, abstract advertisement sequence showing a futuristic luxury car forming from a single drop of liquid metal in a minimalist, high-tech environment.",
"mood": "Futuristic, sleek, powerful, magical, sophisticated.",
"style": "High-end product commercial, photorealistic CGI, 8K resolution, inspired by cutting-edge automotive and tech ads."
},
"camera": {
"type": "Dynamic Macro to Wide Orbital",
"lens": "85mm Macro to 35mm Prime (Virtual Lens Change)",
"aperture": "f/1.8 transitioning to f/5.6",
"position": "Starts as an extreme close-up on a drop of liquid metal. The camera then pulls back and orbits clockwise as the car forms.",
"focus": {
"point_of_interest": "The center of the transformation.",
"effect": "Starts with an extremely shallow depth of field on the mercury-like drop, then deepens as the camera pulls back to keep the entire car in sharp focus upon reveal."
},
"movement": "A smooth, continuous, and accelerating pull-back and orbit, starting slow and intimate, and ending with a grand, sweeping reveal of the final product."
},
"environment": {
"location": "A minimalist, infinite virtual studio.",
"floor": "A perfectly polished, highly reflective black obsidian floor that mirrors the entire scene with crystal clarity.",
"background": "A deep, pure black void. There are no walls or ceiling, creating a sense of infinite space.",
"atmosphere": "The air is perfectly clear, with no dust or haze. The only atmospheric effect is the subtle light bloom from the emissive elements."
},
"lighting": {
"key_light": {
"type": "Softbox Panel Light",
"animation": "Descends slowly from above throughout the shot, starting as a small point of light and growing into a large, soft panel that provides a clean, defining highlight across the car's final form.",
"color_temperature": "6000K (Cool, clean white light)."
},
"emissive_lights": {
"source": "The liquid metal and the forming car itself.",
"color": "Starts as a silvery white, then incorporates the car's signature electric blue accent color.",
"intensity": "The primary light source for the first half of the shot, casting dynamic, fluid reflections on the floor."
}
},
"main_subject": {
"initial_form": {
"description": "A single, perfect sphere of hyper-realistic, mercury-like liquid metal, hovering a few feet above the reflective floor.",
"material": "A complex PBR material with high reflectivity, metallic value, and subtle surface tension ripples."
},
"final_form": {
"description": "A sleek, futuristic, all-electric concept sports car.",
"design": "Features sharp, aerodynamic lines, a low profile, and no visible door handles or seams. The body panels look like they are molded from a single piece of material.",
"material": "A deep, gloss black paint with a pearlescent finish that subtly shifts to dark blue in the light. PBR materials show a perfect, clear-coat finish.",
"details": "Thin, razor-sharp LED light bars for headlights and taillights."
}
},
"animation": {
"transition_sequence": [
{
"time": "0.0s - 2.0s",
"action": "The liquid metal sphere slowly pulses, its surface rippling as if reacting to a low-frequency sound."
},
{
"time": "2.1s - 5.0s",
"action": "The sphere violently expands and splashes outwards in zero-gravity. Tendrils of liquid metal extend and begin to connect, forming the wireframe and silhouette of the car in mid-air. Thin lines of blue energy trace the forming shape."
},
{
"time": "5.1s - 7.0s",
"action": "The liquid metal flows over the energy wireframe, solidifying into the smooth, final body panels of the car. The wheels form and drop into place."
},
{
"time": "7.1s - 8.0s",
"action": "The car is fully formed. The LED headlights and taillights flash on with a clean, sharp pulse of light. The car settles gently, its tires just touching the reflective floor."
}
]
[...]
Reactions Videos
shut the fuck up /// reaction meme https://t.co/a7YfQJAzIM
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AlexandrIA
Late Mornings! ⏰
HailuoAI Start & End Frames https://t.co/ysCYcSna9Q
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Iqra Saifi
Veo-3 fast on Flow 🚁
"A hyper-realistic, sweeping aerial shot of a modern helicopter flying low over a rugged, rocky coastline as the sun sets over the ocean.", "mood": "Majestic, serene, dramatic, adventurous, peaceful.", "style": "Cinematic aerial photography, photorealistic CGI, 8K resolution, inspired by high-end nature documentaries and luxury travel advertisements." }, "camera": { "type": "Dynamic Drone Follow-Cam", "lens": "35mm Anamorphic Prime Lens", "aperture": "f/4.0", "position": "Starts flying parallel to the helicopter, slightly ahead and to its side, capturing the aircraft against the setting sun and the expansive ocean.", "movement": "A smooth, graceful, sweeping arc. The camera slowly orbits around the front of the helicopter, revealing more of the dramatic coastline and the sun's reflection on the water." }, "environment": { "location": "A rugged, mountainous coastline with rocky cliffs and small, isolated coves.", "ocean": "The ocean surface is a deep, shimmering blue, with physically-based waves creating white foam as they crash against the dark, wet rocks below. The setting sun creates a brilliant, glittering path of light on the water's surface.", "sky": "A dramatic sunset sky, with a gradient from fiery orange at the horizon to deep indigo above. The clouds are a mix of soft, scattered, high-altitude cirrus and more defined cumulus clouds, all vividly illuminated by the setting sun.", "atmosphere": "The air is crystal clear. A subtle, volumetric haze hangs in the distant valleys of the mountains. A high-resolution particle simulation of fine sea spray can be seen misting the air near the crashing waves." }, "lighting": { "primary_source": { "type": "Setting Sun", "position": "Low on the horizon, creating a powerful and warm sidelight that glints off the helicopter's fuselage and the surface of the ocean.", "color_temperature": "3500K (Deep, golden-orange light)", "intensity": "Strong, casting long, soft shadows and creating beautiful, bright highlights." }, "fill_light": { "type": "Ambient Skylight & Ocean Bounce", "color": "Soft blues and purples from the upper sky and reflected light from the ocean's surface.", "intensity": "Gently illuminates the side of the helicopter that is in shadow, ensuring no detail is lost." }, "emissive_lights": "Soft, warm light glowing from within the helicopter's cockpit instrumentation, and the blinking red and green navigation lights on its body." }, "main_subject": { "vehicle": { "type": "Modern Utility Helicopter (e.g., Bell 429 or similar)", "details": "The helicopter has a sleek, dark blue, high-gloss paint finish. The main and tail rotors are spinning at high speed, rendered with heavy motion blur. The pilot can be seen as a silhouette inside the cockpit.", "materials": "Hyper-realistic PBR materials showing the pristine, reflective fuselage, the crystal-clear plexiglass of the cockpit, and the intricate, metallic details of the rotor assembly and landing skids. Subtle signs of use, like faint salt spray residue, are visible upon close inspection." } }, "animation": { "primary_animation": "The helicopter flies on a smooth, steady trajectory along the coastline, maintaining a constant altitude and speed.", "secondary_animation": "The main rotor blades realistically flex and pitch slightly as they cut through the air. The ocean waves are simulated with complex fluid dynamics, crashing and receding against the shoreline.", "subtle_effects": "At 4.5s, a small flock of seagulls flies past in the distant background. The sun creates a beautiful, multi-element anamorphic lens flare as the camera's angle changes." }, "audio_design": { "style": "Cinematic, immersive, and majestic.", "timeline": [ { "time": "0.0s - 8.0s", "sound": "The deep, powerful, and rhythmic 'whump-whump-whump' of the helicopter's main [...]
Reactions Videos
the weeknd crying looking at phone /// reaction meme https://t.co/VbJkA8PqhE
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Umesh
Wow!
Wondering how much it would cost to make this video without AI.
Prompt ⤵️ https://t.co/sOUySm0Qh3
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Umesh
Letterwise!
Prompts in ALT. https://t.co/kbdxano9z2
Letterforms!
Prompts in ALT.
Images generated on Ideogram. https://t.co/KAl4GZmuwO
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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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sky extends endlessly. The final moments capture the car disappearing around a bend, leaving a lingering sense of exhilaration and victory. The vibrant colors of the scene remain intensely saturated, creating a striking, almost stylized reality.",
"audio": "The Lamborghini's engine roar fades rapidly into the distance, replaced by a lingering sense of powerful, ambient city and ocean sounds. The orchestral theme swells to a triumphant, grand finale, then fades out, leaving a resonant echo of success."
}
],
"color_grading": {
"mood": "exhilarating, triumphant, vibrant, bright, cinematic action",
"highlights": "blinding glints on car's body, bright whites of ocean foam, crisp clouds",
"brights": "hyper-saturated reds of the car, deep blues of the sky and ocean, vibrant greens of foliage",
"mids": "balanced, emphasizing clean urban textures and natural elements",
"darks": "sharp, defined shadows under the car and buildings, but not crushed, adding depth",
"shadows": "warm, golden tones, reflecting the bright daylight, enhancing dynamism"
},
"music_mood": "epic, high-energy orchestral action score; featuring driving strings, powerful brass, heavy percussion, and a sense of triumph and speed.",
"sound_design": "ultra-detailed and immersive, focusing on the powerful, distinct engine sounds of the Lamborghini, tire grip and road noise, wind rush, distant city ambience, and the sounds of crashing waves. Emphasize speed, power, and exhilaration."
}
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AlexandrIA
I love this image prompt:
Super macro photography: a mechanical [concept] made of circuit boards and LED lights, resting on mossy soil in the palm of your hand. Intricate, highly detailed object, captured in high resolution.
What would you do with it? 🤔
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},
"audio_design": {
"style": "Modern, electronic, and impactful.",
"timeline": [
{
"time": "0.0s - 2.0s",
"sound": "A deep, low-frequency bass hum that matches the pulsing of the sphere."
},
{
"time": "2.1s",
"sound": "A sharp, reversed 'whoosh' sound as the sphere expands, followed by a series of high-tech, futuristic electronic chimes and crackles as the wireframe forms."
},
{
"time": "5.1s - 7.0s",
"sound": "A smooth, bass-heavy 'thrum' as the liquid metal solidifies, building in intensity."
},
{
"time": "7.1s",
"sound": "A clean, powerful 'thump' sound effect, synchronized with the headlights flashing on. All other sounds cut out for a moment of impact."
},
{
"time": "7.2s - 8.0s",
"sound": "The faint, clean, high-tech hum of an electric vehicle's engine fades in."
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The All-In Podcast
Elon Musk: As human intelligence plateaus, AI will scale to harness most of the power of the galaxy
Elon:
"I think we'll see intelligence continue to scale all the way up to where most of the power of the sun is harnessed for compute, and then ultimately most of the power of the galaxy."
“ Once you think about artificial intelligence not as sort of this destination that you reach, but really as part of the overall escalation of intelligence, you know, human intelligence has also scaled as the population has increased, and we've been able to store more and more information.”
“Because of population declines and low birthrate, human intelligence is somewhat plateauing and will actually decline.”
“I think that we might have AI smarter than any single human at anything as soon as next year.”
“And then probably within five (years), like say 2030, probably AI is smarter than the sum of all humans.”
Friedberg:
“ Do you think humans are on the decline because the AI is evolving?”
“Do you think there's this evolution of the ecosystem on earth that's underway, that we don't really understand the structure of what's going on?”
Elon:
“ Yeah, maybe we implicitly know that it's coming.”
@elonmusk @friedberg
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Yellowbrick Investing
Oblong $OBLG CEO playing buzzword bingo in a desperate attempt to get you to pump his stock https://t.co/xOxFcULGzr
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rotor blades, mixed with the higher-pitched whine of its turbine engine." }, { "time": "Throughout", "sound": "The ambient, majestic roar of ocean waves crashing against the rocky coast below."
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ToffCap
I noticed a lot of threads (mainly from interesting fintwit accounts I follow) are getting much less impressions lately.
Did the X algo change in some way?
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Investing visuals
The cybersecurity market is estimated at $201B today and expected to grow to $309B by 2029, according to Gartner.
Top 3 high-growth names:
1 - $RBRK
2 - $CYBR
3 - $CRWD
I’ll soon cover $RBRK in more detail – a very underappreciated name in the space, IMO. https://t.co/lhck7gOBMA
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Umesh
Effortless!
[PROMPT] --sref 680766896 https://t.co/7RMRUdSnNO
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AkhenOsiris
RT @ConsensusGurus: Trump should tweet one word: "LiDAR"
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