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Fiscal.ai
RT @EconomyApp: $AMD CEO Dr. Lisa Su expects over 5 billion daily active AI users in the next five years.
What will AMD's revenue look like by 2030? https://t.co/DKfIuqxtDi
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RT @EconomyApp: $AMD CEO Dr. Lisa Su expects over 5 billion daily active AI users in the next five years.
What will AMD's revenue look like by 2030? https://t.co/DKfIuqxtDi
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God of Prompt
I collected every NotebookLM prompt that went viral on Reddit, X, and research communities.
These turned a "cool AI toy" into a research weapon that does 10 hours of work in 20 seconds.
16 copy-paste prompts. Zero fluff.
Steal them all 👇 https://t.co/xRiTcsUnHi
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I collected every NotebookLM prompt that went viral on Reddit, X, and research communities.
These turned a "cool AI toy" into a research weapon that does 10 hours of work in 20 seconds.
16 copy-paste prompts. Zero fluff.
Steal them all 👇 https://t.co/xRiTcsUnHi
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The Few Bets That Matter
$SNDK and $MU show how the AI trade is changing.
AI isn’t going away, we’re going higher; but returns won’t come from the same names.
The market already priced the GPU cycle.
Now it’s pricing the memory cycle.
Optimizers are next $ALAB.
Liquidity only rotates. https://t.co/z4RU1MswqZ
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$SNDK and $MU show how the AI trade is changing.
AI isn’t going away, we’re going higher; but returns won’t come from the same names.
The market already priced the GPU cycle.
Now it’s pricing the memory cycle.
Optimizers are next $ALAB.
Liquidity only rotates. https://t.co/z4RU1MswqZ
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Clark Square Capital
Web traffic continues to improve for $LUXE brands. Net-a-Porter growing ~30%, Mytheresa >20%, and Mr. Porter at a HSD rate. https://t.co/pB4xqs1ZSX
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Web traffic continues to improve for $LUXE brands. Net-a-Porter growing ~30%, Mytheresa >20%, and Mr. Porter at a HSD rate. https://t.co/pB4xqs1ZSX
A thread on Mytheresa $MYTE, one of my favorite opportunities in the market today.
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Fiscal.ai
RT @BradoCapital: 2025 was big in many aspects for @fiscal_ai but most importantly laid the groundwork for us to scale in the future.
👥 Grew the Team from 19 to 50
💻 15,000 code commits
🤖 Our AI went through 2.4 Million filings
💾 Stored 96 Terabytes of Data and >500 Million files
📈 Gained 46,000 followers
📞 1,250 sales call hours
💬 My CPO sent 76,000 Slack messages (WTF?!)
🎉 150,000 people made accounts
🤝 Gained over 50 B2B Clients for the Fiscal Data API
Thank YOU all on this platform that have watched it develop over the years.
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RT @BradoCapital: 2025 was big in many aspects for @fiscal_ai but most importantly laid the groundwork for us to scale in the future.
👥 Grew the Team from 19 to 50
💻 15,000 code commits
🤖 Our AI went through 2.4 Million filings
💾 Stored 96 Terabytes of Data and >500 Million files
📈 Gained 46,000 followers
📞 1,250 sales call hours
💬 My CPO sent 76,000 Slack messages (WTF?!)
🎉 150,000 people made accounts
🤝 Gained over 50 B2B Clients for the Fiscal Data API
Thank YOU all on this platform that have watched it develop over the years.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $NFLX trades at a fairly attractive PEG 📺
NTM P/E ~29x
2026 EPS➡️ $3.24 (+28%)
2027 EPS ➡️ $3.91 (+20%)
2028 EPS ➡️ $4.48 (+15%)
CAGR at various multiples assuming 2028 EPS Estimates of $4.48:
32x | 16%
30x | 14%
29x | 12%
28x | 11%
27x | 10%
26x | 8% https://t.co/ZYHFeB8Iic
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RT @DimitryNakhla: $NFLX trades at a fairly attractive PEG 📺
NTM P/E ~29x
2026 EPS➡️ $3.24 (+28%)
2027 EPS ➡️ $3.91 (+20%)
2028 EPS ➡️ $4.48 (+15%)
CAGR at various multiples assuming 2028 EPS Estimates of $4.48:
32x | 16%
30x | 14%
29x | 12%
28x | 11%
27x | 10%
26x | 8% https://t.co/ZYHFeB8Iic
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