Fiscal.ai
Here are the 10 highest dividend yields in the S&P 500:

1. $LYB: 12.2%
2. $ARE: 8.9%
3. $CAG: 8.7%
4. $MO: 7.7%
5. $DOC: 7.4%
6. $VZ: 6.9%
7. $PFE: 6.8%
8. $KHC: 6.7%
9. $PGR: 6.6%
10. $VICI: 6.5% https://t.co/fkQIn5SZiF
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: A few noteworthy observations on $UBER

Revenue mix has materially diversified

𝐌𝐨𝐛𝐢𝐥𝐢𝐭𝐲 is no longer the whole story — 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐲 has gone from negligible to meaningful contributors over time, reducing reliance on a single segment

𝐌𝐨𝐛𝐢𝐥𝐢𝐭𝐲 continues to scale, even as growth normalizes. Absolute mobility revenue keeps climbing to new highs, while YoY growth has settled into a more sustainable range

𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐲 is re-accelerating. After a digestion phase, Delivery growth has picked back up into the high-teens / low-20% range, showing the segment still has legs at scale

𝘗𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘦𝘯𝘨𝘢𝘨𝘦𝘮𝘦𝘯𝘵 keeps expanding as 𝘔𝘰𝘯𝘵𝘩𝘭𝘺 𝘈𝘤𝘵𝘪𝘷𝘦 𝘗𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘊𝘰𝘯𝘴𝘶𝘮𝘦𝘳𝘴 have steadily increased to new highs, reinforcing Uber’s network effects across rides, delivery, & freight

A combination of scaling, diversification, & improving durability across the platform
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Moon Dev
the riskiest thing a trader can take

is to bet on their emotions over the next 1000 trades https://t.co/EiEUr4ktuj
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App Economy Insights
$META Zuck launches "Meta Compute."

• New top-level AI infrastructure unit
• Led by Santosh Janardhan (ex-Google)
• Building tens of gigawatts this decade
• Hundreds of gigawatts over time ⚡️ https://t.co/CfMxwwQZ5Q
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Clark Square Capital
RT @Reignots: The news isn’t even on any of $GRVY news or SEC filings since it happened at the GungHo level - Gravity is 20-25% of GungHo’s equity value at current discount so it’s a material part of the turnaround story being pushed by Strategic. Few besides @ClarkSquareCap is on top of this. https://t.co/KgdmRFoYIh

This is it - the ignition catalyst. Didn’t think we’d ever get that fossil out. A big win for Japanese activism. PT $80-100 if ANY return of capital is considered. $GRVY - AuxReignots
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Moon Dev
Selfware is eating software
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The Few Bets That Matter
$DUOL just made a fresh 52-week low.

It doesn’t matter how much you like it, the stock won’t be rewarded until we have a clear view on growth. At 8× sales, anything under 30% growth gets punished.

The market prices the future, not the past. Stop looking backward, past growth doesn't matter.
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Startup Archive
RT @perchdotapp: Sam Altman on how Paul Graham’s essays inspired him to get into startups

“I think like many other people, my introduction to the startup world and excitement about it came from reading PG’s essays. He’s an unbelievable writer . . . I think a whole generation of us copied PG in all of these ways. Although he was never like, ‘Let me teach you a class on how to write,' I and others clearly took a lot of inspiration because he just does it in a style that resonates so much. Like if you go read an average business book versus a PG essay, it’s like they’re both business writing, but other than that, they’re different species. He says interesting stuff. He says it clearly. He doesn’t waste your time. Nothing feels fake.”

source: @david_perell
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The Few Bets That Matter
$META & co's compute will go to $NBIS & co.

Hyperscalers won’t carry all the overbuild risk. They’ve already started pushing it downstream; that’s the new normal.

Expect more deals, many more.

How the market prices risk is the real question, but short term, my two cents are long. Very long. Because the market is yet to realize that demand justifies spending.

For now.
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