App Economy Insights
Alibaba turns up AI CapEx and ambition.

• CEO Eddie Wu sees $4T AI infra wave.
• Increasing its $53B AI spending plan.
• New Qwen3-Max (1T+ params).
• Chasing top-tier compute.
• $BABA stock +8% today. https://t.co/I6gZ6HF6qG
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Umesh
RT @Shinebynous: One workspace, endless creativity.

With Adobe Firefly’s Image 4 model on Firefly Boards, I built a full Halloween Watercolor Alphabet .
Every letter dripping with spooky charm.

Using the Firefly Image 4 model, I explored 20 different prompts, testing styles, variations, and spooky details, until the alphabet came together letter by letter.

Sponsored by #AdobeFirefly, a paid partnership as an
Adobe Firefly Brand Ambassador.
#AdobeFireflyAmbassadors #Ad #HowToAdobeFirefly
1/6
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Investing visuals
$NBIS is now up +64% over the past month😎

Friendly reminder that this is still valid with $NBIS at $112👇

“ I missed $NBIS ”

If you feel like the $NBIS train has departed and you’re too late, here are a few things I’d like you to know:

1 - Do not anchor to the prior stock price
The $MSFT deal massively de-risked the stock. There’s now a clear path to sustained triple-digit revenue growth in the years ahead. And mind you – $MSFT doesn’t make these deals lightheartedly. It’s a testament to the quality $NBIS delivers.

This deal also increases $NBIS mindshare among high-profile customers. I wouldn’t be surprised if we see more large deals with other high profile names in the coming months.

So even after the +50% gain yesterday, the story is still very early. We’re at an inflection point where the snowball is gaining traction and is likely to accelerate. The $3B capital raise $NBIS announced today is a very smart and timely move to keep momentum and invest for future growth.

There’s still a huge runway, and if $NBIS keeps executing the way it has, the stock will follow. Don’t look back – look ahead.

2 - Think long term
I used to worry about whether I should buy a stock at $76 or wait for it to dip to $67. Over time, I realized how pointless that is. If the stock goes to $297, why bother about $76 vs $67? Entry prices are overrated.

What matters is seeing the potential, acting on it, and sizing your position appropriately to match your conviction.

3 - Do not chase either
I’m not saying you should chase the stock higher. Here’s what I would do if I weren’t already a shareholder with a full position: I would initiate a position around ~5% of my portfolio. That way, I’d benefit if it runs, but I’d also have room to add significantly – either if the stock dips without fundamentals deteriorating, or if the business executes so well that I average up. It's not financial advice of course, just how I’d personally approach it.

4 - Stick to what fits you best
Hypergrowth investing isn’t for everyone. If you’re not familiar with the business or the industry, do your due diligence before even considering a share.

I’ve worked in tech for a decade and have a tech-only portfolio. $NBIS fits right in my circle of competence. But this style isn’t for everyone. It requires staying sharp in a fast-moving industry and understanding the dynamics.

My two cents, cheers! 🙏 - Investing visuals
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Investing visuals
$DUOL just teased PvP in chess, giddy up!

Announcement trailer in the comments.

$DUOL visualized:

• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• My thoughts: will AI make $DUOL obsolete?

Let's dive in! 🧵👇 https://t.co/z07EkovQVS - Investing visuals
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Umesh
Think of an idea that inspires you so deeply, you feel destined to make it happen. --chaos 25 --ar 16:9 --stylize 500 https://t.co/TlSJjU5ROh
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Yellowbrick Investing
Added 56 new write-ups to the site (pt 1):
@SFarringtonBKC - $LYB (watchlist), $ZIP, $CRESY, $VET
@NuggetCapital - $COLD
@orel2589 - $BWAY
@TheParadoxIntel - $META / $ESLX.PA
@PatchesAKF (updates) - $INTP.JK, $MEGACPO.MX, $NEXI.MI, $EDEN.PA, $LOG.MC, $7094.T, $BARN.SW https://t.co/67KvtCLMjy
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