Umesh
A cool Midjourney sref code for minimalist sketches!

[PROMPT] --chaos 30 --ar 16:9 --sref 1772587166 https://t.co/8e81tOagm4
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ToffCap
👇👇

We're out with TMM #72, our weekly overview of actionable event-driven and special sits 🔥🔥

Again a ton of interesting stuff going on:

- activist action all over the place (and we expect some fireworks)
- companies with tons of net cash trading at LSD ev/ebitda, just waiting for the market to turn (and fly)
- interesting cash shells
- asset divestments + buybacks at >60% of the market cap
- juicy CVRs
- insiders showing you what's going on
- bisons
- as always, cool companies nearing interesting inflection points
- ... and much more.

As always @ToffCap

Enjoy! - ToffCap
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Umesh
🎬 Cabin🎬

A short film about what the cabin couldn’t hold in any longer.

Tools :
Veo 3 Fast in Flow
Topaz Labs for upscale
Kling AI
Suno 5 https://t.co/zzWWYv5DCp
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App Economy Insights
📊 This Week in Visuals:

👟 Nike: Early Wins $NKE
🛳️ Carnival: Firing on All Cylinders $CCL
🎿 Vail Resorts: Strategic Reset $MTN
https://t.co/FL7XGsrrp6
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Yellowbrick Investing
“Prediction markets are often dismissed as gambling…”

Goes on to explain how they are exactly like gambling

Prediction markets are often dismissed as “gambling”—just as cars were once dismissed as “horseless carriages.”

Like any new innovation, they don’t fit neatly into any one category.

We’re already seeing prediction markets disrupt sportsbooks, reshape how news is reported/consumed, and give traders a native tool to price expectations.

The shift is underway. - Vlad Tenev
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App Economy Insights
🗓️ What are you watching this week?

• Monday: $STZ
• Thursday: $PEP $DAL $TLRY

All visualized in our newsletter. https://t.co/aZhO4tn9w9
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The Startup Ideas Podcast (SIP) 🧃
RT @gregisenberg: how I'd use a sora 2, claude, and perplexity workflow to generate 1M+ views on videos:

→ perplexity handles audience research. it finds the psychology, patterns, and formats that actually go viral in your niche
→ claude turns that research into 10 short-form video ideas, then scores each one for hook strength, pacing, curiosity, and algorithm fit
→ sora 2 executes the winners using claude-optimized prompts. visuals, dialogue, text cues tuned for 10–15 second performance

every startup will eventually use ai-generated video for marketing. but right now, prompt craft is an edge.

the ones who learn it early turn ai output into attention leverage.

pretty crazy how distribution used to cost millions, now it costs prompts.

sora 2 is what happens when hollywood meets growth hacking

hope this workflow gets your creative juices flowing

i'll keep sharing if you keep watching.
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Yellowbrick Investing
RT @CEOStockWatcher: An insane month for CEO Watcher.

16 "Top Insider Purchases" shared in September, and they are already up an average of 15% (v 2% for S&P).

Not coincidentally (hopefully), we've been making *massive* upgrades on the backend (data back to 2009, incorporating company and industry valuation/momentum data, more backtesting, etc) and spent more time diving through filings/press releases/transcripts to try to understand why an insider may be buying.

A number of big frontend product improvements (incorporating much of this backend work) are coming very, very soon.
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