Dimitry Nakhla | Babylon Capital®
$NFLX continues to demonstrate one of the most attractive traits in investing:

Steady, global, subscription-driven revenue growth across nearly every geography with a long runway ahead 📺

$NFLX benefits from a diversified regional base where growth is being driven by a combination of price increases, improving monetization (ads + paid sharing), & ongoing international penetration

The regional data highlights that $NFLX compounding is not only intact—but broadening (EMEA & APAC specifically)—supporting the thesis that $NFLX continues to evolve into a structurally advantaged global entertainment platform with strong pricing power over time
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Quiver Quantitative
BREAKING: Representative Ritchie Torres has introduced a bill that would ban politicians from trading on prediction markets when they have access to non-public info.

No market up yet on Polymarket for politicians to bet on whether it will pass. https://t.co/l8UKTCVpIO
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Moon Dev
🚨 tomorrow quant app is free https://t.co/AdBZI3LIXb
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Fiscal.ai
Netflix's valuation has dropped by 40% in 6 months.

EV/EBIT: 30.35x

$NFLX https://t.co/wuxRbrvliO
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The Few Bets That Matter
$BABA was indeed forgotten.

Today's move could have been anticipated, but it's done now, so what's the next step 👀?

👇
https://t.co/STKIP9jIKO https://t.co/6DTPX358YF

$BABA's been forgotten around here.

#1 AI/cloud in China
#1 e-commerce platform
~15% YoY growth & accelerating
Valuation is dirt cheap

Don't miss the breakout when it happens. https://t.co/uzRBE1zi7F - The Few Bets That Matter
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Clark Square Capital
Let's help Goose out by retweeting

Hey @rauchg I flew all the way to SF for the World's Shortest Hackathon back in January last year. I have won 5+ hackathons when I was in school, won the Anthropic Developer challenge and have launched two startups with Next.js as part of my stack (https://t.co/JpwrqvXyMN and https://t.co/Y7XOl8UbGv) that both have real users, one of which is profitable. I spend almost every day trying to get better and learn something new.

I'm applying for the CI/CD SWE role at Vercel and would love if you would give me a chance to interview. I'm from a small town of 1,200 people and have fought tooth and nail to learn the things needed to get to where I am today. I know that I'd be able to provide a ton of value to Vercel but just need the chance to prove it.

Not sure if you'll see this but hey, screw it :) - Goose 🪿
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The Few Bets That Matter
$BABA Qwen & its AI app is seeing large downloads.

If Alibaba successfully monetizes its LLMs in China, it’swe're talking abotu a market ~3x larger than any U.S. player, with less competition.

"Alibaba Cloud, the company's cloud computing unit, reported that downloads of the Qwen model family surpassed 700 million on the Hugging Face developer platform as of January.

The report shows Qwen downloads in December alone exceeded the combined total of the next eight most popular models on the platform.

Alibaba has also expanded Qwen into consumer-facing products, including the Qwen AI assistant, the Quark app, and Ant Group's health application A-Fu."

You’re not bullish enough.

🚨Just in: $BABA is building its own “everything AI app” powered by its in-house model, Qwen.

This app should be fully AI-powered and integrate all features of Chinese super-aps, with similar ambition to American companies but much bigger potential due to this centralisation.

Chinese super apps already include social media, e-commerce, banking, entertainment & more. This gives $BABA access to more data & agentic capabilities than what can be done in the west with a decentralised ecosystem.

The focus is the same though: to tap on consumers and build profitable B2C AI services and not only monetize their AI models and capacities through compute usage or API calls.

As a reminder, Qwen is widely used aronud the enterprise world and known as one of the best opened source AI model. - The Few Bets That Matter
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The Few Bets That Matter
$BABA is also pushing higher on some regulatory news.

China regulators are pushing on food-delivery price wars, hitting on "unfair" competition which could be a net positive for the big players who already own the market.

Less competition, higher to stable margins, less pricing wars.
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The Few Bets That Matter
If $NBIS closes like this, we're officially back in uptrend.

Who doubted this? Many...

Not me, and I've had and shared my confidence, with clear arguments, to continue buying 👇
https://t.co/9d47ggR888 https://t.co/TzlK25ZBRy

I am still a buyer for a few handful reasons.

1. I believe the FED needs to continue to cut rates, and will in December.
https://t.co/5joU9HUnh1

2. I believe in AI and that $NVDA isn't a fraud, and the data backs me up.
https://t.co/jvzeGM3kwY

3. $TMDX is more than 30% of my portfolio, a recession and AI proof business unaffected by rate cuts, so even if the rest of the market falls liquidity should go towards those kinds of assets.
https://t.co/5ZqknmvPVz

4. Fiscal spending isn't and will not slow down during the next years and the only protection against this is assets, and this is also why I dobuled my $BTC weekly DCA.

That being said, the market is taking a hit and it won't recover from this in a few days with a V shape recovery like post liberation day as we do not have comparable catalysts before EOY.

So I am being prudent and slow in my purchases. There is no rush in today's market, you don't need to catch falling knifes, you just need to wait and be patient.

The few percentage point won by catching a bottom compared to following a trend aren't worth the risk. - The Few Bets That Matter
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memenodes
Waking up and reaching straight for your phone to open X https://t.co/cZyvM7Idqq
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Moon Dev
its crazy to think 95% of traders lose

and 100% of those traders use market orders https://t.co/8LloRLB6Iv
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