Moon Dev
Stop Overtrading: The 2026 Guide To Reclaiming Your Time With Python
tweet

Brady Long
What stood out to me was how honest this felt about mental load. We’re constantly holding onto work, family, plans, guilt, intentions, legit everything.

I feel intelligence should help hold context instead of demanding it.

Your context matters more than your prompts.
That’s what we’re building at Thine. https://t.co/9x4l4DpoRB - Thine
tweet

God of Prompt
RT @rryssf_: https://t.co/POKe7RUmoU
tweet

Wasteland Capital
I shorted $U on open today when I saw the Google Genie demo, but the stock barely moved for 15 min so I closed the short at a +1% profit because I thought “Well, I guess this news was ignored?”

Now it’s down -26% 😭

Dumb of me forgetting markets are incredibly slow. https://t.co/RY2uGp1OvT

Google Genie is seriously mind bending.
This is a Text To World prompt of a man walking down Hollywood Blvd. I am not only controlling the movement of the man, but also the camera.

This is the World Model we've been waiting for.
More Below! https://t.co/ojQHhpNKDM - Theoretically Media
tweet

Brady Long
RT @bigaiguy: This feels like a timely response to how fragmented modern life has become.

Your context matters more than your prompts.
That’s what we’re building at Thine. https://t.co/9x4l4DpoRB - Thine
tweet

Dimitry Nakhla | Babylon Capital®
$FICO incremental operating margins since Q1 2024 (QoQ)🏦

Q4 2023 → Q1 2024: 187%
Q1 2024 → Q2 2024: 84%
Q2 2024 → Q3 2024: -33%
Q3 2024 → Q4 2024: 116%
Q4 2024 → Q1 2025: 128%
Q1 2025 → Q2 2025: 113%
Q2 2025 → Q3 2025: 45%
Q3 2025 → Q4 2025: 123%
Q4 2025 → Q1 2026: 82% https://t.co/Q8Q7x7rRcy

Chris Hohn, founder of TCI, views high incremental margins as one of the strongest signals of a company’s moat & pricing power💸

Incremental operating margin tells you how much additional operating income a business generates for every additional $1 of revenue.

Here’s how to calculate it:

Pick two periods (Year 1 → Year 2)

Year 1 Revenue: $10B
Year 2 Revenue: $12B
Δ 𝐂𝐡𝐚𝐧𝐠𝐞: $𝟐𝐁

Year 1 Operating Income: $2B
Year 2 Operating Income: $3B
Δ 𝐂𝐡𝐚𝐧𝐠𝐞: $𝟏𝐁

𝐈𝐧𝐜𝐫𝐞𝐦𝐞𝐧𝐭𝐚𝐥 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐌𝐚𝐫𝐠𝐢𝐧 = Δ 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐈𝐧𝐜𝐨𝐦𝐞 / Δ 𝐑𝐞𝐯𝐞𝐧𝐮𝐞

So: $1B / $2B = 50%

𝘔𝘦𝘢𝘯𝘪𝘯𝘨: 50 cents of every new $1 of revenue fell to operating profit.
___

Why this matters: High incremental margins usually signal low incremental costs, pricing power, & structural operating leverage — the traits that allow a great business to compound faster as it scales. It’s one of the cleanest ways to see whether a company’s moat is strengthening & efficiently scaling.

I’ve included 4 high-quality stocks with their incremental operating margins since 2021 for further example 👇🏽

$FICO $MSFT $MA $NFLX - Dimitry Nakhla | Babylon Capital®
tweet

God of Prompt
RT @rryssf_: https://t.co/POKe7RUmoU
tweet