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Iqra Saifi
Veo-3 fast on Flow ๐Ÿ›ป

"A hyper-realistic, dynamic low-angle shot of a rugged, red off-road vehicle splashing through a muddy jungle puddle. The scene is vibrant, lush, and filled with the energy of an expedition.",

"mood": "Adventurous, exciting, rugged, vibrant, thrilling.",

"style": "Cinematic, high-contrast, photorealistic CGI, 8K resolution, inspired by modern adventure films and high-end car commercials."

},

"camera": {

"type": "Low-Angle Tracking Shot",

"lens": "28mm Wide-Angle Anamorphic Lens",

"aperture": "f/4.5",

"position": "Positioned extremely low to the ground, right at the edge of the puddle. The camera tracks sideways with the vehicle as it powers through the water.",

},

"movement": "A smooth, fast-paced lateral track that follows the vehicle. The camera is violently splashed with muddy water as the vehicle passes, adding a visceral, immersive effect."

},

"environment": {

"location": "A dense, tropical jungle with a muddy, single-track road.",

"foliage": "A rich variety of lush, vibrant green tropical plants, including large palm trees, ferns, and dense undergrowth. The PBR materials for the leaves should have a wet, glossy look from high humidity.",

"puddle": "A large, murky puddle of muddy water in the middle of the road. The water is rendered with a high-resolution fluid dynamics simulation.",

"sky": "A bright, beautiful blue sky with dramatic, puffy white clouds visible through gaps in the dense jungle canopy.",

"atmosphere": "The air is thick with humidity, creating a soft, subtle volumetric haze. Beams of sunlight pierce through the canopy, creating dappled light on the road and vehicle."

},

"lighting": {

"primary_source": {

"type": "Bright, Mid-day Tropical Sun",

"position": "High overhead, filtered through the jungle canopy.",

"color_temperature": "5800K (Bright, clean, natural daylight)",

"intensity": "Strong, creating high-contrast, dappled lighting with bright highlights and deep, dark shadows."

},

"fill_light": {

"type": "Bounce from Foliage and Sky",

"color": "Vibrant green from the surrounding jungle and soft blue from the sky.",

"intensity": "Fills in the shadows with rich color, enhancing the vibrant, tropical feel."

}

},

"main_subject": {

"vehicle": {

"type": "A red, heavily customized off-road SUV (similar to a Mahindra Thar).",

"details": {

"exterior": "Equipped with a roof rack carrying vintage-style luggage, a prominent bull bar, and large, knobby off-road tires. The vibrant red paint is splattered with wet, dark mud.",

"reflection": "A perfect, dynamic reflection of the vehicle is visible in the puddle's surface until it's shattered by the tires.",

"materials": "Hyper-realistic PBR materials for the glossy, mud-splattered paint, the wet rubber of the tires, and the textured plastic of the trim."

}

}

},

"animation": {

"primary_animation": "The vehicle drives through the puddle at a moderate speed, creating a massive, spectacular splash. The fluid simulation will show muddy water arcing high into the air and crashing down.",

"secondary_animation": "The vehicle's suspension realistically compresses and rebounds as it hits the water. The tires churn the water, creating a turbulent wake.",

"subtle_effects": "At 3.5s, the splash hits the camera lens, momentarily obscuring the view with realistic, CGI water droplets that then run down the virtual lens. The leaves of the foreground plants tremble and drip water from the force of the splash."

},

"audio_design": {

"style": "Powerful, immersive, and natural.",

"timeline": [

{

"time": "0.0s - 2.0s",

"sound": "The approaching rumble of a powerful diesel engine, mixed with the sounds of tires on a dirt road."

},

{

"time": "2.1s",

"sound": "A massive, explosive 'SPLASH' as the vehicle hits the puddle. The sound is deep, heavy, and detailed, with individual water sounds."

},

{

"time": "2.2s - 8.0s",

"sound"[...]
Offshore
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Investing visuals
For the first time in years, $GOOGL's stock is now vastly outperforming $MSFT.

And itโ€™s still trading at a lower valuation ๐Ÿง https://t.co/yXYAuN6Y4m
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Gainify
$ADBE Q3 Earnings Call โ€“ Key Points

1๏ธโƒฃ Optimistic Note: Overall sentiment is positive, with increased FY โ€™25 revenue and EPS targets post results.
2๏ธโƒฃ Strong Revenue Growth: Adobe's Q3 revenue hit $5.99B, reflecting 10% YoY growth, showcasing solid execution.
3๏ธโƒฃ AI Integration Gains Traction: AI-infused offerings exceed $5B ARR, a strong indicator of market demand and success.
4๏ธโƒฃ Positive Analyst Tone: Analysts showed confidence, probing management's strategy effectively without significant skepticism.
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Reactions Videos
Drake celebrating excited happy /// reaction meme https://t.co/h599fgG1aJ
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Reactions Videos
Man crying mad angry Iโ€™m so freaking pissed off right now /// reaction meme https://t.co/gYXRxVCxPd
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Dimitry Nakhla | Babylon Capitalยฎ
A quality valuation analysis on $ASML ๐Ÿง˜๐Ÿฝโ€โ™‚๏ธ

โ€ขNTM P/E Ratio: 29.88x
โ€ข10-Year Mean: 31.10x

โ€ขNTM FCF Yield: 2.90%
โ€ข10-Year Mean: 3.05%

As you can see, $ASML appears to be trading near fair value

Going forward, investors can receive ~4% MORE in earnings per share & ~5% LESS in FCF per share๐Ÿง ***

Before we get into valuation, letโ€™s take a look at why $ASML is an excellent business (*Financials in USD*)

BALANCE SHEETโœ…
โ€ขCash & Short Term Inv: $8.49B
โ€ขLong-Term Debt: $4.33B

$ASML has a strong balance sheet & 68x FFO Interest Coverage

RETURN ON CAPITALโœ…
โ€ข2021: 43.8%
โ€ข2022: 48.0%
โ€ข2023: 48.7%
โ€ข2024: 38.3%
โ€ขLTM: 51.8%

RETURN ON EQUITYโœ…
โ€ข2021: 49.0%
โ€ข2022: 59.4%
โ€ข2023: 70.4%
โ€ข2024: 47.4%
โ€ขLTM: 58.2%

$ASML has excellent return metrics, highlighting the financial efficiency of the business

REVENUESโœ…
โ€ข2014: $7.09B
โ€ข2024: $29.28B
โ€ขCAGR: 15.23%

FREE CASH FLOW*
โ€ข $ASML FCF is very sporadic due to heavy capital expenditures & isnโ€™t necessarily the most reliable way to analyze the companyโ€™s value
โ€ข2014: $1.23B
โ€ข2024: $9.43B
โ€ขCAGR: 22.59%

NORMALIZED EPSโœ…
โ€ข2014: $3.15
โ€ข2024: $20.03
โ€ขCAGR: 20.31%

SHARE BUYBACKSโœ…
โ€ข2018 Shares Outstanding: 426.40M
โ€ขLTM Shares Outstanding: 392.00M

By reducing its shares outstanding ~8.0%, $ASML increased its EPS by ~8.7% (assuming 0 growth)

MARGINSโœ…
โ€ขLTM Gross Margins: 52.5%
โ€ขLTM Operating Margins: 34.8%
โ€ขLTM Net Income Margins: 29.3%

***NOW TO VALUATION ๐Ÿง 

As stated above, investors can expect to receive ~4% MORE in EPS & 5% LESS in FCF per share

Using Benjamin Grahamโ€™s 2G rule of thumb, $ASML has to grow earnings at a 14.94% 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 (14.94%) required growth rate:

2025E: $28.07 (22.0% YoY) *FY Dec

2026E: $29.84 (13.8% YoY)
2027E: $35.83 (21.3% YoY)
2028E: $40.00 (21.3% YoY)

$ASML has a decent track record of meeting analyst estimates ~2 years out so letโ€™s assume $ASML ends 2028 with $40.00 in EPS & see its CAGR potential assuming different multiples:

31x P/E: $1240๐Ÿ’ต โ€ฆ ~14.5% CAGR

30x P/E: $1200๐Ÿ’ต โ€ฆ ~13.4% CAGR

29x P/E: $1160๐Ÿ’ต โ€ฆ ~12.2% CAGR

28x P/E: $1120๐Ÿ’ต โ€ฆ ~11.0% CAGR

27x P/E: $1080๐Ÿ’ต โ€ฆ ~9.8% CAGR

As you can see, $ASML appears to have attractive return potential if we assume greater or equal to 29x EPS (below its 10-year mean, current multiple, & justified given its quality, moat & growth rate if we consider its 15.77% EPS CAGR Estimates 2026-2028)

Today at $813๐Ÿ’ต $ASML appears to be a good consideration for investment, albeit with extreme volatility & a smaller margin of safety than when it traded for ~26x in May 2025 (when I considered it a โ€œstrong consideration for investmentโ€)

#stocks #investing
___

๐ƒ๐ˆ๐’๐‚๐‹๐Ž๐’๐”๐‘๐„โ€ผ๏ธ: ๐“๐ก๐ข๐ฌ ๐ข๐ฌ ๐๐Ž๐“ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐€๐๐ฏ๐ข๐œ๐ž. ๐๐š๐›๐ฒ๐ฅ๐จ๐ง ๐‚๐š๐ฉ๐ข๐ญ๐š๐ฅยฎ ๐š๐ง๐ ๐ข๐ญ๐ฌ ๐ซ๐ž๐ฉ๐ซ๐ž๐ฌ๐ž๐ง๐ญ๐š๐ญ๐ข๐ฏ๐ž๐ฌ ๐ฆ๐š๐ฒ ๐ก๐š๐ฏ๐ž ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ ๐ข๐ง ๐ญ๐ก๐ž ๐ฌ๐ž๐œ๐ฎ๐ซ๐ข๐ญ๐ข๐ž๐ฌ ๐๐ข๐ฌ๐œ๐ฎ๐ฌ๐ฌ๐ž๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐ž๐ž๐ญ.

๐“๐ก๐ž ๐ข๐ง๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง ๐œ๐จ๐ง๐ญ๐š๐ข๐ง๐ž๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐ž๐ž๐ญ ๐ข๐ฌ ๐ข๐ง๐ญ๐ž๐ง๐๐ž๐ ๐Ÿ๐จ๐ซ ๐ข๐ง๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง๐š๐ฅ ๐ฉ๐ฎ๐ซ๐ฉ๐จ๐ฌ๐ž๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐š๐ง๐ ๐ฌ๐ก๐จ๐ฎ๐ฅ๐ ๐ง๐จ๐ญ ๐›๐ž ๐œ๐จ๐ง๐ฌ๐ญ๐ซ๐ฎ๐ž๐ ๐š๐ฌ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐š๐๐ฏ๐ข๐œ๐ž ๐ญ๐จ ๐ฆ๐ž๐ž๐ญ ๐ญ๐ก๐ž ๐ฌ๐ฉ๐ž๐œ๐ข๐Ÿ๐ข๐œ ๐ง๐ž๐ž๐๐ฌ ๐จ๐Ÿ ๐š๐ง๐ฒ ๐ข๐ง๐๐ข๐ฏ๐ข๐๐ฎ๐š๐ฅ ๐จ๐ซ ๐ฌ๐ข๐ญ๐ฎ๐š๐ญ๐ข๐จ๐ง. ๐๐š๐ฌ๐ญ ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ๐š๐ง๐œ๐ž ๐ข๐ฌ ๐ง๐จ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž ๐จ๐Ÿ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ซ๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.

๐ˆ๐ง๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง ๐œ๐จ๐ง๐ญ๐š๐ข๐ง๐ž๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐ž๐ž๐ญ ๐ก๐š๐ฌ ๐›๐ž๐ž๐ง ๐จ๐›๐ญ๐š๐ข๐ง๐ž๐ ๐Ÿ๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐œ๐ž๐ฌ ๐›๐ž๐ฅ๐ข๐ž๐ฏ๐ž๐ ๐ญ๐จ ๐›๐ž ๐ซ๐ž๐ฅ๐ข๐š๐›๐ฅ๐ž, ๐›๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž๐ ๐š๐ฌ ๐ญ๐จ ๐œ๐จ๐ฆ๐ฉ๐ฅ๐ž๐ญ๐ž๐ง๐ž๐ฌ๐ฌ ๐จ๐ซ ๐š๐œ๐œ๐ฎ๐ซ๐š๐œ๐ฒ.
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Umesh
Seedream 4.0 is one amazing model.

Prompt in ALT. https://t.co/P9u1w8M8HO

๐Ÿšจ Seedream 4.0 now on @RunwareAI!

Talk about SOTA:

One model for image generation AND editing. Up to six reference images for precise control.

Industry first: consistent characters across a series, with up to 15 related images in a single request.

This took one prompt!
- Runware
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Gainify
๐Ÿšจ FIRST TIME EVER: $TTD now trades at P/E parity (24.8x) with the S&P 500.

From triple-digit multiples โžก๏ธ down to the market average. https://t.co/OOnoWiLTpd
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