Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Constellation Software in 4 Charts 📊

$CSU $CSU.TO https://t.co/aNajVAoxP4
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Dimitry Nakhla | Babylon Capital®
AWS, Microsoft Intelligent Cloud, & Google Cloud — combined ~68% market share ☁️

$AMZN ~32%
$MSFT ~24%
$GOOG ~12% https://t.co/dv2lc1o5HW
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Clark Square Capital
What are some of the coolest ways you have incorporated LLMs / vibe coding into your investing process? (Research, position tracking, etc)
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Dimitry Nakhla | Babylon Capital®
One of those sentiment indicators worth keeping an eye on.

Rising new listings typically reflect growing enthusiasm from both companies and investors — and historically, surges often appear when markets are getting warm, sometimes signaling pockets of elevated speculation rather than purely fundamentals-driven demand.

Martin Zweig put it well in 𝘞𝘪𝘯𝘯𝘪𝘯𝘨 𝘰𝘯 𝘞𝘢𝘭𝘭 𝘚𝘵𝘳𝘦𝘦𝘵:

“When the public becomes enthusiastic, it’s usually time to be cautious. When the public is despondent, it’s usually time to be aggressive.”

Not a timing tool on its own — but a signal worth layering into your thinking.

The IPO market is opening back up.

Nasdaq has had 731 new listings over the last 12 months.

Beginning to approach 2021 levels.

$NDAQ https://t.co/4T6bdkYKjc - Fiscal.ai
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God of Prompt
The new goldrush https://t.co/DSf0PgvlqF
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God of Prompt
if you’re still using chatgpt, you’re ngmi
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memenodes
When dad is kissing your sibling, and you are secretly plotting his murder https://t.co/EcUgWGUUS5
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memenodes
Type of girl you meet 5 seconds after getting a girlfriend https://t.co/hZ4Big0aFH
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memenodes
how much fight i have left in me

This is the hardest punch in the world history! 😂😂 https://t.co/mgnQ5kBT21 - ඞ
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