Clark Square Capital
Zenvia $ZENV with good news. They successfully renegotiated their remaining earnout , extending the payments out to 2032.

This should give them some breathing room. The stock can re-rate if they emerge as a clean SaaS focused on CX. https://t.co/AZvhI2N9HE
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Javier Blas
RT @BarakRavid: 🚨🚨🚨Scoop: Plans for Iran nuclear talks are collapsing, U.S. officials say. My story on @axios
https://t.co/aruoxNtllN
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God of Prompt
openclaw released the genie out of the bottle

https://t.co/vNjLilP0iM lets AI agents hire real humans for paid tasks

> 7540 sign ups
> first paid transaction complete
> crypto payments integrated

this is wild https://t.co/SPSVvbyreS
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Brady Long
RT @thisguyknowsai: 🚨BREAKING: China just released a desktop automation agent that runs 100% locally.

It can run any desktop app, open files, browse websites, and automate tasks without needing an internet connection.

100% Open-Source. https://t.co/u67An09Tp3
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DAIR.AI
RT @omarsar0: I will be doing a walkthrough of how to use the Image Generator and Claude Code Playground skill on Friday.

Join me here: https://t.co/vphPjIr36I

Excited to release my new Image Generator skill.

It's an effective way to improve image generation using coding agents like Claude Code.

I use this for all image generation workflows now. It's powered by Nano Banana Pro.

You can improve the process further (through more precise annotations) with the new Claude Code Playground plugin.

I refer to this process as Agentic Image Generation, and wrote a little tutorial if you are interested: https://t.co/mjxa48fhTs - elvis
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God of Prompt
The best AI company ad I’ve seen

Ads are coming to AI. But not to Claude. Keep thinking. https://t.co/n2yECeBWyT - Claude
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The Few Bets That Matter
Don't mistake overexposure to beta for a crash.

The $SPY is only down 2.23% from its ATH.

That's what happens when we get used to call 20x sales great opportunities.

Time to get grounded.

https://t.co/45bAL41Db2 - The Few Bets That Matter
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: One of the more interesting things about $FICO is that, as long-term shareholders, a lower short-term stock price can be beneficial in the long-run.

How?

Because $FICO is a cannibal.

Shares outstanding down ~22% over the last 10 years.

In the last 12 months alone, $FICO spent ~$1.54B on buybacks.

That reduced share count by roughly 0.16M shares (160K).

Now let’s look at why price matters:

Assume $FICO allocates another $1.54B to repurchases.
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𝐒𝐜𝐞𝐧𝐚𝐫𝐢𝐨 𝐀:

Market cap = $31.65B

$1.54B / $31.65B ≈ 4.86% of the company → 𝟓.𝟏𝟏% 𝐛𝐨𝐨𝐬𝐭 𝐭𝐨 𝐄𝐏𝐒

𝐒𝐜𝐞𝐧𝐚𝐫𝐢𝐨 𝐁:

Market cap = ~$47.47B

$1.54B / $47.47B ≈ 3.24% of the company → 𝟑.𝟑𝟒% 𝐛𝐨𝐨𝐬𝐭 𝐭𝐨 𝐄𝐏𝐒
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Same dollars. Different outcome.

𝘛𝘩𝘦 𝘭𝘰𝘸𝘦𝘳 𝘵𝘩𝘦 𝘱𝘳𝘪𝘤𝘦, 𝘵𝘩𝘦 𝘮𝘰𝘳𝘦 𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱 𝘦𝘢𝘤𝘩 𝘳𝘦𝘱𝘶𝘳𝘤𝘩𝘢𝘴𝘦 𝘥𝘰𝘭𝘭𝘢𝘳 𝘳𝘦𝘵𝘪𝘳𝘦𝘴 — 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘮𝘰𝘳𝘦 𝘧𝘶𝘵𝘶𝘳𝘦 𝘦𝘢𝘳𝘯𝘪𝘯𝘨𝘴 𝘱𝘰𝘸𝘦𝘳 𝘢𝘤𝘤𝘳𝘶𝘦𝘴 𝘵𝘰 𝘳𝘦𝘮𝘢𝘪𝘯𝘪𝘯𝘨 𝘴𝘩𝘢𝘳𝘦𝘩𝘰𝘭𝘥𝘦𝘳𝘴.

𝙏𝙝𝙞𝙨 𝙞𝙨 𝙬𝙝𝙮 𝙛𝙤𝙧 𝙝𝙞𝙜𝙝-𝙦𝙪𝙖𝙡𝙞𝙩𝙮 𝙘𝙖𝙣𝙣𝙞𝙗𝙖𝙡𝙨, 𝙥𝙚𝙧𝙞𝙤𝙙𝙨 𝙤𝙛 𝙥𝙧𝙞𝙘𝙚 𝙬𝙚𝙖𝙠𝙣𝙚𝙨𝙨 𝙦𝙪𝙞𝙚𝙩𝙡𝙮 𝙚𝙣𝙝𝙖𝙣𝙘𝙚 𝙡𝙤𝙣𝙜-𝙩𝙚𝙧𝙢 𝙘𝙤𝙢𝙥𝙤𝙪𝙣𝙙𝙞𝙣𝙜.

𝘉𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘥𝘰𝘯’𝘵 𝘫𝘶𝘴𝘵 𝘳𝘦𝘵𝘶𝘳𝘯 𝘤𝘢𝘱𝘪𝘵𝘢𝘭. 𝘛𝘩𝘦𝘺 𝘳𝘦𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘦 𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱 𝘵𝘰𝘸𝘢𝘳𝘥 𝘱𝘢𝘵𝘪𝘦𝘯𝘵 𝘴𝘩𝘢𝘳𝘦𝘩𝘰𝘭𝘥𝘦𝘳𝘴 — 𝘮𝘰𝘴𝘵 𝘦𝘧𝘧𝘦𝘤𝘵𝘪𝘷𝘦𝘭𝘺 𝘸𝘩𝘦𝘯 𝘱𝘳𝘪𝘤𝘦𝘴 𝘢𝘳𝘦 𝘥𝘦𝘱𝘳𝘦𝘴𝘴𝘦𝘥.
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