Offshore
Dimitry Nakhla | Babylon Capitalยฎ Less than 9 months ago, $ASML traded for ~26x NTM earnings & $687๐ต โ itโs always amazing how quickly sentiment can change. A quality valuation analysis on $ASML ๐ง๐ฝโโ๏ธ โขNTM P/E Ratio: 26.34x โข10-Year Mean: 31.08x โขNTM FCFโฆ
๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ. - Dimitry Nakhla | Babylon Capitalยฎ tweet
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Quiver Quantitative
UPDATE: Democrats now have a 79% chance of winning the House in 2026.
Odds have continued to rise over the last week. https://t.co/wb7uqxuOdu
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UPDATE: Democrats now have a 79% chance of winning the House in 2026.
Odds have continued to rise over the last week. https://t.co/wb7uqxuOdu
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Offshore
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Dimitry Nakhla | Babylon Capitalยฎ
If AWS & Ads continue to accelerate for a third straight quarter, it wouldnโt surprise me to see $AMZN trade above $275๐ต
Since 2018, $AMZN has averaged ~24x P/OCF
At $275, $AMZN would still be ~16x 2026 P/OCF with OCF expected to grow >20% annually from 2026โ2028 https://t.co/N1lWSlyez6
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If AWS & Ads continue to accelerate for a third straight quarter, it wouldnโt surprise me to see $AMZN trade above $275๐ต
Since 2018, $AMZN has averaged ~24x P/OCF
At $275, $AMZN would still be ~16x 2026 P/OCF with OCF expected to grow >20% annually from 2026โ2028 https://t.co/N1lWSlyez6
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Brady Long
RT @thisguyknowsai: Gemini 3.0 Pro just killed consulting as we know it.
Here are the 3 prompts I use to get McKinsey-grade answers instantly ๐
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RT @thisguyknowsai: Gemini 3.0 Pro just killed consulting as we know it.
Here are the 3 prompts I use to get McKinsey-grade answers instantly ๐
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God of Prompt
RT @godofprompt: How to write prompts that make AI give you exactly what's in your head:
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RT @godofprompt: How to write prompts that make AI give you exactly what's in your head:
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God of Prompt
RT @godofprompt: if youโre building with n8n, use @YTScribeAI
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RT @godofprompt: if youโre building with n8n, use @YTScribeAI
Our API is live!
Integrate YTScribe into your automated workflows.
Get your key ๐ https://t.co/t5Kd3HClbX tweet
Offshore
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God of Prompt
RT @free_ai_guides: Gemini has a 1 million token context window.
That means it can process entire books, codebases, and video transcripts in one shot ๐คฏ
But 95% of people don't know how to use it.
So I built the Gemini Mastery Guide:
โ 30 advanced prompting principles
โ Custom Gems for repeatable workflows
โ Nano Banana Pro image generation
โ Google Workspace integration
โ Deep Research for analyst-level reports
Comment "Gemini" and I'll DM it to you.
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RT @free_ai_guides: Gemini has a 1 million token context window.
That means it can process entire books, codebases, and video transcripts in one shot ๐คฏ
But 95% of people don't know how to use it.
So I built the Gemini Mastery Guide:
โ 30 advanced prompting principles
โ Custom Gems for repeatable workflows
โ Nano Banana Pro image generation
โ Google Workspace integration
โ Deep Research for analyst-level reports
Comment "Gemini" and I'll DM it to you.
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Offshore
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Wasteland Capital
$MU has the most insane large-cap EPS forecast revisions in the history of the stock market, together with $NVDA in the mid-โ23 to mid-โ24 timeframe. And Micronโs are much steeper (1/2 year).
Never before have mega-cap earnings been revised so steeply upwards. Unprecedented. https://t.co/cToHCfD2yT
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$MU has the most insane large-cap EPS forecast revisions in the history of the stock market, together with $NVDA in the mid-โ23 to mid-โ24 timeframe. And Micronโs are much steeper (1/2 year).
Never before have mega-cap earnings been revised so steeply upwards. Unprecedented. https://t.co/cToHCfD2yT
Another perfect entry into $MU. On the hour. Today above $99, +17% over the lazy two holiday weeks.
This is why they call me the Micron Whisperer.
The MU-zilla.
The Duke of HBM.
The RAM-Man.
The Semi-Pro.
The Meme-ory Maker.
Also known as Chip-gazmo. tweet
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God of Prompt
RT @godofprompt: 99% of creators who "run out of ideas" actually have thousands of ideas.
They just don't have a system to extract them.
I built a prompt that turns Claude into a content system architect.
Feed it your brain dump. Get a month of content back.
Stealing this from my $199 bundle๐
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RT @godofprompt: 99% of creators who "run out of ideas" actually have thousands of ideas.
They just don't have a system to extract them.
I built a prompt that turns Claude into a content system architect.
Feed it your brain dump. Get a month of content back.
Stealing this from my $199 bundle๐
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Offshore
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Moon Dev
you missed a battle
its wartime now and every stream is an absolute battle
you missed todays zoom but you can still get the replay
grab a ticket for tomorrows stream and get access
dont miss tomorrow
join here https://t.co/JbJdIbVuzB
moondev
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you missed a battle
its wartime now and every stream is an absolute battle
you missed todays zoom but you can still get the replay
grab a ticket for tomorrows stream and get access
dont miss tomorrow
join here https://t.co/JbJdIbVuzB
moondev
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