Quiver Quantitative
Senator Josh Hawley just grilled the Chief Labor Counsel at Boeing, $BA.

"Your CEO got $32.8M of compensation in a year...at that point in time your planes were literally falling out of the sky in pieces and you weren't paying your workers"

- @HawleyMO https://t.co/LifR57Ckmr
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Umesh
RT @LudovicCreator: 🎬 From Storyboards to Motion: Testing Video Models

What happens after you’ve built your storyboard and locked in your visual style?
For me, the answer was simple: take the leap into motion.

In the first part of my workflow, I tested six different image models to see which one matched my creative vision. I chose Flux 1.1 Ultra — not as a universal winner, but as the model most aligned with the atmosphere and tone I wanted for this project.

With that choice made, I moved forward:

Picked one key image per storyboard section with Flux 1.1 Ultra.

Built a consistent visual anchor for the narrative.

Then tested four different video models to explore how these visuals could be translated into motion.

I tested Luma RAY , Adobe Firefly Video, Marey Moonvalley ; Runway GEN 4.

👉 The goal wasn’t to rank models. It was to find the right one for this story — the one capable of carrying its mood, pacing, and emotion into video.

This creates a natural progression in the workflow:

Adobe Firefly Boards → structure & storytelling foundation

Flux 1.1 Ultra → cohesive cinematic imagery

Video model tests → translating stills into animated sequences

✨ Next step: refining the workflow and moving toward the first animated cut, where my storyboard finally comes alive and you will know my choice.

👇 What will you find in the thread :

- First comment the full storyboard with the first part
- The Video models comparison for each image and prompt used
- The link of first part article

💡 What would be your model picked here and why ? Would love to know in comments

👇 Check the thread — This article is sponsored by Adobe Firefly through a paid partnership, but all opinions and experiments are my own.

#AdobeFireflyAmbassadors #Ad #HowToAdobeFirefly
1/10
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: A quality valuation analysis on $ASML 🧘🏽‍♂️

•NTM P/E Ratio: 29.88x
•10-Year Mean: 31.10x

•NTM FCF Yield: 2.90%
•10-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 share🧠***

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

BALANCE SHEET✅
•Cash & Short Term Inv: $8.49B
•Long-Term Debt: $4.33B

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

RETURN ON CAPITAL✅
•2021: 43.8%
•2022: 48.0%
•2023: 48.7%
•2024: 38.3%
•LTM: 51.8%

RETURN ON EQUITY✅
•2021: 49.0%
•2022: 59.4%
•2023: 70.4%
•2024: 47.4%
•LTM: 58.2%

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

REVENUES✅
•2014: $7.09B
•2024: $29.28B
•CAGR: 15.23%

FREE CASH FLOW*
• $ASML FCF is very sporadic due to heavy capital expenditures & isn’t necessarily the most reliable way to analyze the company’s value
•2014: $1.23B
•2024: $9.43B
•CAGR: 22.59%

NORMALIZED EPS✅
•2014: $3.15
•2024: $20.03
•CAGR: 20.31%

SHARE BUYBACKS✅
•2018 Shares Outstanding: 426.40M
•LTM Shares Outstanding: 392.00M

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

MARGINS✅
•LTM Gross Margins: 52.5%
•LTM Operating Margins: 34.8%
•LTM Net Income Margins: 29.3%

***NOW TO VALUATION 🧠

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

Using Benjamin Graham’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 let’s assume $ASML ends 2028 with $40.00 in EPS & see its CAGR potential assuming different multiples:

31x P/E: $1240💵 … ~14.5% CAGR

30x P/E: $1200💵 … ~13.4% CAGR

29x P/E: $1160💵 … ~12.2% CAGR

28x P/E: $1120💵 … ~11.0% CAGR

27x P/E: $1080💵 … ~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 $813💵 $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 “strong consideration for investment”)

#stocks #investing
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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 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 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.
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Investing visuals
X would be so much more valuable if we shared more about our investment mistakes. Those are the most valuable lessons.

What’s been your biggest mistake so far?

3 investment mistakes that cost me a lot of money, involving:
· $UPST
· $BABA
· $TSLA

I figured it’s time to share more about my personal investment journey. So let’s start with my biggest mistakes.

Let’s dive in!🧵👇 https://t.co/9OVJ7vkkA3 - Investing visuals
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Yellowbrick Investing
Added 46 new stock write-ups to the site (pt 1):
@alc2022 - $PATH
@DavidDiranko (Monday Monitor) - $ZIM, $CNA.L, $QFIN, $IPX.L, $EQNR
@acidinvestments - $3393.HK
@FuzzyPandaShort - $RZLV (short)
@_HoopClub - $FILA.MI https://t.co/Kpbl9V7PxF
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Umesh
RT @hume_ai: Introducing Octave 2: our next-generation multilingual text-to-speech model

What’s new:
- Fluent in 11+ languages
- 40% faster (<200ms latency⁠⁠) & 50% cheaper than octave 1
- multi-speaker conversation
- more reliable pronunciation
- new voice conversion & phoneme editing capabilities

for the month of october, we’re offering 50% off our creator plan - use code octave2 at checkout!
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Here are five quality stocks that faced multiple compression due to short-term growth concerns, creating buying opportunities for those looking beyond temporary challenges

Multiple compression doesn’t always signal a broken thesis—it can be an opportunity 🧵 https://t.co/K2rpHr3c2Q

Many investors seek quality & are willing to pay a premium multiple, but when short-term growth concerns trigger multiple compression, they mistakenly rationalize:

“Lowered growth justifies this, I should look elsewhere now”
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This is often a misstep. Will share a 🧵 soon - Dimitry Nakhla | Babylon Capital®
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Umesh
This is big!

Hume AI just released Octave 2, a powerful new voice model with multilingual and multi-speaker capabilities and wow.

The generations sound incredibly smooth and natural. I even tried a couple of lip-sync tests. ⤵️ https://t.co/Bk2CXupMks
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