Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $FTAI launch of FTAI Power is interesting. By converting CFM56 engines into aeroderivative turbines for data-center power, $FTAI is positioning itself in front of AI-driven energy demand

If this scales & EBITDA exceeds ~$750M the stock likely deserves a meaningful re-rating https://t.co/FvMnme10na

FTAI Aviation $FTAI builds and leases jet engines—but with a twist

Instead of just renting engines to airlines, it owns, repairs, and rebuilds them through a vertically integrated system of engine modules and aftermarket parts

This lets $FTAI capture profits from both leasing and maintenance—two recurring, high-margin businesses

In short: $FTAI helps airlines keep planes flying while earning “toll-like” cash flows every time an engine needs repair or replacement

$FTAI is a business worth keeping an eye on

$FTAI trades for $182💵 / $18.66B Market Cap - Dimitry Nakhla | Babylon Capital®
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Brady Long
RT @bigaiguy: All this Venezuela stuff made me realize that X is the “o that thing happened? Let’s make memes about it” platform
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Fiscal.ai
Reminder: Walmart actually generates more subscription membership revenue than Costco.

Walmart: $6.7 billion
Costco: $5.3 billion

$WMT $COST https://t.co/T8eiTQ0ilW
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AkhenOsiris
RT @JerryCap: Jevons Paradox, but for software seems obvious to me
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App Economy Insights
RT @EconomyApp: 🎉 Welcome to 2026!

Did you keep track during the holidays?

📈 Sandisk absolutely crushed 2025
🧠 Meta bets on AI startup Manus
🤖 NVIDIA + Groq: The $20B deal
🔎 Gemini’s very good year
$SNDK $META $NVDA $GOOG
https://t.co/WTFLZRkimA
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God of Prompt
OpenAI’s lab experiment with GPT-5 via Red Queen Bio optimized an actual gene-editing protocol and achieved a 79× efficiency gain . This is AI actually doing wet-lab biology, not just simulations.

First real AI-augmented experimentation mixing predictions with robotic benchwork.
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App Economy Insights
Tesla vs. BYD.

Passenger BEV (Battery Electric Vehicle).

Q4 FY25 deliveries/sales:

⬛️ Tesla: 418K (-16% Y/Y) $TSLA
🟥 BYD: 651K (+9% Y/Y) $BYDDF https://t.co/HFz9Y1HA77
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memenodes
I hope 2026 will be better than 2025

First week of January: https://t.co/Gh673xAwot
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memenodes
Slave traders in the 19th century would've gone to war with each other just to own this nigga

iShowSpeed raced a Cheetah and almost won wtf😭 https://t.co/hon5cuKqmA - kira 👾
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memenodes
New year New me https://t.co/06U60iqChn

New Year New me https://t.co/wANka5XvIh - naiive
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memenodes
Never let them know your next move

This nigga Trump really said his New Year's resolution was peace on Earth, then went to war with Venezuela the following day https://t.co/4GEWx5jhf8 - 𝐆𝐫𝐢𝐦𝐚𝐥𝐝𝐮𝐬
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