David Colombo
Learn AI with @munoz_benj86450
What a masterpiece, brother.

A continuation of "The Survivor." I'm still working on this small project, trying to go a little further every day in terms of cinematography. Everything was done with @freepik , and @FlowbyGoogle . Although one of the tricks wouldn't be possible without #wan2.2 https://t.co/52pji4aq45 - Benjamin Munoz Alonso
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ToffCap
RT @LuxOpesResearch: And we're out with a new publication

Grab a ☕️ and enjoy!

🇺🇸 Carnival $CCL
🇩🇪 Borussia Dortmund $BVB
🇫🇷 Gensight Biologics $SIGHT
🇫🇷 Bonduelle $BON
🇨🇿 Doosan Škoda Power $DSPW
🇫🇷 Xilam $XIL
🇫🇷 Alten $ATE
🇩🇪 Lufthansa $LHA
🇳🇱 Kendrion $KENDR
🇨🇭 Montana Aerospace $AERO
🇫🇷 Waga Energy $WAGA
🇪🇸 Ecoener $ENER
🇫🇷 Marie Brizard Wine & Spirits $MBWS
🇫🇷 Cegedim $CGM
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AkhenOsiris
RT @trader_53: $TSLA Canacc0rd EBITDA assumptions for 2035: $77.5B

😂 https://t.co/vFDCuCrwCZ
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ToffCap
2CRSi #AL2SI confirming the first part of its '$610m' contract - $290m.

Look at all that $NVDA name dropping.

So by now the company has what, ~$440m contracted in the pipeline...

Not bad for a EUR 240m enterprise value. https://t.co/oarHfFspCx

Just published on a new company, and this is one I’m going to need your help with.

No paywall on this one.

Despite having done little work on the industry, I took as small position in 2CRSi $AL2SI a few months back with the intention to scale it up as we did the works.

I figured that the current order momentum was still not nearly being reflected in the price, and we could at least play this one for a short rerating.

Well, the market clearly woke up on this one.

Our smallish position is up +160% and we’re hitting ourselves for having postponed the hard work to today.

Despite the recent move, the valuation does not seem right given the ongoing transformation, growth and hype potential.

We’re doing work on it but we are still uncomfortable sizing this one up properly; it’s an industry that is changing rapidly, with a lot of moving pieces.

With our still sub-par understanding of the industry and the story moving fast, I felt it would be good to put this one out there, asking knowledgeable people for their input.

So, in short: Is 2CRSi a hidden gem or not?

Any help is appreciated 🙏 - ToffCap
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Umesh
I have been testing a new voice model from Hume AI!

It's pretty awesome. I will share more details soon.
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Investing visuals
$GOOGL business segments breakdown 🔎 https://t.co/tSZVBdWASr
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ToffCap
Lindbergh $LDB going vertical... https://t.co/QYRiI0nTbf
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Yellowbrick Investing
$PBAM

The VIC pitch is very well written yet simple: At ~8x P/E and 1.3x P/B, $PBAM is still at an attractive entry point.

In the short term (1-2 years), $PBAM will continue to perform (high teens ROE, high 40s / low 50s efficiency ratio, alongside relatively low risk).

In the medium term (~2-3 years), we seen an uplisting (OTC to NASDAQ) that will lead to a substantial re-rating of the stock (comps trade much higher). If this was trading on the NASDAQ today, easily would be at a 12x P/E.

In the long term (~5-years), $PBAM will seek a sale. This is relatively evident base on its current growth focus (no dividend) and management history (both CEO and controlling Chairman involved with prior bank sales). - BoujeeBanker
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Quiver Quantitative
JUST IN: This is the current homepage on the U.S. Department of Housing and Urban Development.

Betting markets currently give an 80% chance of a shutdown starting later today. https://t.co/eDhPHwpE4G
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Investing visuals
$NBIS just hit a new all-time high! 🔥

Who do you think is most likely to be their next major client?
- Meta
- OpenAI
- Anthropic
- Alphabet
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App Economy Insights
CoreWeave signs $14B deal with $META.

• Runs until 2031, with option to extend.
• Provides access to NVIDIA's GB300.
• $CRWV is surging 15% today. https://t.co/pU4bLoQ6mM
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Umesh
RT @AllaAisling: From Sketch to Masterpiece: Watch an Idea Come to Life

I'm taking you inside my creative journey in Adobe Firefly Boards - an AI-first tool that transforms concept development with speed. Watch how a simple sketch evolves into a fully imagined creation, all on one infinite canvas without ever breaking creative flow.

Here is how I used Firefly Boards to create my artistic ice skates 👇

This post is sponsored by #AdobeFirefly in partnership with @Adobe as a Firefly Brand Ambassador.
#AdobeFireflyAmbassadors #Ad #FireflyBoards
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