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Dimitry Nakhla | Babylon Capitalยฎ RT @DimitryNakhla: At the time, it may have sounded overly simple. Yet occasionally, Iโll include one or two sentences in my quality valuation analysis that captures something that really matters $LRCX & memory chip productionโฆ
๐๐ฎ๐๐ฅ ๐จ๐ซ ๐ฌ๐ข๐ญ๐ฎ๐๐ญ๐ข๐จ๐ง. ๐๐๐ฌ๐ญ ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ๐๐ง๐๐ ๐ข๐ฌ ๐ง๐จ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐ ๐จ๐ ๐๐ฎ๐ญ๐ฎ๐ซ๐ ๐ซ๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.
๐๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐, ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ. - Dimitry Nakhla | Babylon Capitalยฎ tweet
๐๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐, ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ. - Dimitry Nakhla | Babylon Capitalยฎ tweet
Fiscal.ai
RT @BradoCapital: Widespread outage on @fiscal_ai right now. Sorry for the inconvenience, our Engineering Team will have everything back up shortly.
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RT @BradoCapital: Widespread outage on @fiscal_ai right now. Sorry for the inconvenience, our Engineering Team will have everything back up shortly.
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Offshore
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God of Prompt
RT @godofprompt: 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 ๐ https://t.co/xRiTcsUnHi
tweet
RT @godofprompt: 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 ๐ https://t.co/xRiTcsUnHi
tweet
Offshore
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The Few Bets That Matter
Remember when $GOOG was dying?
When Search was being disrupted?
Yeah. Me neither. https://t.co/hZ9vixoPRd
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Remember when $GOOG was dying?
When Search was being disrupted?
Yeah. Me neither. https://t.co/hZ9vixoPRd
$GOOG is dying. Or the market believes.
The reality is that search is migrating from our old methods to new ones, namely AI services on which $GOOG is in advance compared to many, while YouTube & its cloud business are doing wonders.
$GOOG is not dying. It will thrive hard. https://t.co/HHACJswIco tweet
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The Few Bets That Matter
$NVO is the most undervalued stock?
$NVO also has a declining growth.
Why do you think the market sells it? https://t.co/LUv47wR7as
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$NVO is the most undervalued stock?
$NVO also has a declining growth.
Why do you think the market sells it? https://t.co/LUv47wR7as
$NVO IS THE MOST UNDERVALUED STOCK
Revenue and net-margin will continue to grow from here, yet the company is basically priced for failure.
A 12.5 P/E is absolutely ridiculous, and nobody can tell me otherwise.
This is one of these obvious buys, that most people will still miss out on. tweet
Offshore
Photo
God of Prompt
RT @godofprompt: 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 ๐ https://t.co/xRiTcsUnHi
tweet
RT @godofprompt: 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 ๐ https://t.co/xRiTcsUnHi
tweet
Offshore
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Illiquid
Crazy what @vikramskrโs Substack post set off on social media. $axti
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Crazy what @vikramskrโs Substack post set off on social media. $axti
This part of Vik's conversation really jumped out, because guess who outperformed $sndk. Its $axti.
Can't wait to get to work in '26. I'm late to this party.
โMH: I donโt know who the suppliers of the wafers are. I know itโs a bottleneck now. I think somewhere China is definitely a big supplier. Itโs a really big bottleneck. Some fabs have problems procuring the material. Itโs also shit [laughs] because we cannot buy wafers easily.โ tweet
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Illiquid
Will have an update on Wasion later today. $3393. In the meantime, here is my favourite Blasion https://t.co/6Ga5QDtudz
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Will have an update on Wasion later today. $3393. In the meantime, here is my favourite Blasion https://t.co/6Ga5QDtudz
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Offshore
Photo
God of Prompt
RT @godofprompt: 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 ๐ https://t.co/xRiTcsUnHi
tweet
RT @godofprompt: 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 ๐ https://t.co/xRiTcsUnHi
tweet
Offshore
Photo
God of Prompt
RT @godofprompt: 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 ๐ https://t.co/xRiTcsUnHi
tweet
RT @godofprompt: 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 ๐ https://t.co/xRiTcsUnHi
tweet