Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Quality Compounders Trading <30x15% CAGR | PEG 💵

1. $MA 27x | 16% | 1.68
2. $MSFT 22x | 16% | 1.37
3. $NFLX 26x | 19% | 1.36
4. $META 21x | 16% | 1.31
5. $NVDA 26x | 20% | 1.30
6. $FICO 29x | 23% | 1.26
7. $NOW 24x | 20% | 1.20
8. $APP 29x | 26% | 1.11
9. $AMZN 27x | 30% | 0.90
10. $CSU 15x | 20% | 0.75
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God of Prompt
RT @godofprompt: How to prompt Claude Opus 4.6 to get shockingly good outputs while cutting your API costs by 60%: https://t.co/3ddCvGqFZe
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The Transcript
$NVDA CEO this week: "I get questions like, things like ROI, and I wouldn't go there. And the reason for that is because with all technology deployments in the beginning, it's hard to put into a spreadsheet the ROI of a new tool, a new technology...Too many companies I hear, they want it, they want it, they want it explicit, they want it specific, they want demonstrable ROI. And, showing the value of something worth doing in the beginning is hard. But what I would do, what I would say is that, let a thousand flowers bloom. Let people experiment. Let the people experiment safely. And we're experimenting with all kinds of stuff in the company."
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Fiscal.ai
"For FY2025, our YouTube annual revenue surpassed $60B across ads and subscription... When a user shifts from being an ad-supported user to a YouTube Music & Premium customer, it has a slightly negative impact on ads revenues, but a positive impact on our business."

$GOOG $GOOGL https://t.co/MmMVKegOdo
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God of Prompt
RT @ihtesham2005: Legends in AI niche you can follow right now:

1. @hasantoxr
2. @karpathy
3. @EXM7777
4. @alex_prompter
5. @godofprompt
6. @GithubProjects
7. @tom_doerr
8. @mattshumer_
9. @kloss_xyz
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God of Prompt
RT @godofprompt: Opus 4.6 just dropped and it's the most intelligent AI model ever released.

But 90% of people still don't know how to prompt Claude properly.

That's why I built the "Claude Mastery Guide" packed with:
→ Prompt engineering mini-course
→ 30 key prompting principles
→ 10+ mega-prompts ready to copy-paste
→ Strategic use cases for every skill level
→ Recently updated

If you want to actually use Claude at full power, this is the one.

Like + comment "Claude" and I'll DM it to you.

(Must be following)
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The Transcript
$ARSE CEO: AI will disrupt some software, not all.

"It is interesting to see how the markets are thinking about software companies as all being equal and not really understanding the difference between companies that could get disrupted by AI in places like digital content creation or data analytics and visualization versus like real entrenched enterprise systems."
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Fiscal.ai
What went wrong at Chipotle this year?

Revenue per location is down 3% since their 2024 peak.

$CMG https://t.co/shk1owc5R9
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The Transcript
$ARES CEO: AI will disrupt some software, not all.

"It is interesting to see how the markets are thinking about software companies as all being equal and not really understanding the difference between companies that could get disrupted by AI in places like digital content creation or data analytics and visualization versus like real entrenched enterprise systems."
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God of Prompt
RT @godofprompt: Claude Opus 4.6 is a monster.

I just used it for:

- automating marketing tasks
- building full websites and apps
- writing viral X threads, LinkedIn posts, and YouTube scripts

And it did all this in minutes.

Here are 10 prompts you can steal to unlock its full potential: https://t.co/bpXZy0CfyK
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God of Prompt
We don't have enough compute for now.

But the moment we do, life will never be the same.

Our teams have been building with a 2.5x-faster version of Claude Opus 4.6.

We’re now making it available as an early experiment via Claude Code and our API. - Claude
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God of Prompt
RT @alex_prompter: OpenClaw broke the internet

But you DON'T need to setup any servers to use it

Here's the easiest way to run OpenClaw on a website

No Mac Minis required https://t.co/6xspOtHaxT
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Dimitry Nakhla | Babylon Capital®
15 Quality Stocks That Reduced Share Count >10% Over the Last 10 Years 💵

📊Moody’s $MCO
•2015 shares: 203.40M
•LTM shares: 180.60M
•% reduction: 11%
•EPS boost: 12%

🖱️Alphabet $GOOGL $GOOG
•2015 shares: 13.86B
•LTM shares: 12.23B
•% reduction: 12%
•EPS boost: 14%

🎨Sherwin Williams $SHW
•2015 shares: 283.63M
•LTM shares: 250.40M
•% reduction: 12%
•EPS boost: 14%

🚛Old Dominion $ODFL
•2015 shares: 256.14M
•LTM shares: 211.60M
•% reduction: 17%
•EPS boost: 20%

💿KLA $KLAC
•2015 shares: 163.70M
•LTM shares: 132.65M
•% reduction: 19%
•EPS boost: 23%

💸Mastercard $MA
•2015 shares: 1.14B
•LTM shares: 0.91B
•% reduction: 20%
•EPS boost: 25%

💳Visa $V
•2015 shares: 2.44B
•LTM shares: 1.92B
•% reduction: 21%
•EPS boost: 27%

🏦Fair Isaac $FICO
•2015 shares: 32.61M
•LTM shares: 24.34M
•% reduction: 25%
•EPS boost: 33%

🖨️Lam Research $LRCX
•2015 shares: 1.77B
•LTM shares: 1.27B
•% reduction: 28%
•EPS boost: 39%

🏢NVR Inc $NVR
•2015 shares: 4.26M
•LTM shares: 3.07M
•% reduction: 28%
•EPS boost: 39%

🌐MSCI Inc $MSCI
•2015 shares: 109.93M
•LTM shares: 76.64M
•% reduction: 30%
•EPS boost: 43%

💽 Applied Materials $AMAT
•2015 shares: 1.23B
•LTM shares: 0.83B
•% reduction: 33%
•EPS boost: 50%

📱Apple $AAPL
•2015 shares: 23.17B
•LTM shares: 15.00B
•% reduction: 35%
•EPS boost: 54%

✈️ Booking Holdings $BKNG
•2015 shares: 51.59M
•LTM shares: 32.92M
•% reduction: 36%
•EPS boost: 56%

🚘 O’Reilly Auto $ORLY
•2015 shares: 1.52B
•LTM shares: 0.86B
•% reduction: 43%
•EPS boost: 75%
___

*EPS BOOST means how much earnings per share increased (assuming 0 growth) solely from share buybacks💰
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𝘼 𝙨𝙝𝙖𝙧𝙚 𝙗𝙪𝙮𝙗𝙖𝙘𝙠, 𝙖𝙡𝙨𝙤 𝙠𝙣𝙤𝙬𝙣 𝙖𝙨 𝙖 𝙨𝙩𝙤𝙘𝙠 𝙧𝙚𝙥𝙪𝙧𝙘𝙝𝙖𝙨𝙚, 𝙞𝙨 𝙬𝙝𝙚𝙣 𝙖 𝙘𝙤𝙢𝙥𝙖𝙣𝙮 𝙪𝙨𝙚𝙨 𝙞𝙩𝙨 𝙤𝙬𝙣 𝙛𝙪𝙣𝙙𝙨 𝙩𝙤 𝙗𝙪𝙮 𝙗𝙖𝙘𝙠 𝙞𝙩𝙨 𝙤𝙬𝙣 𝙨𝙝𝙖𝙧𝙚𝙨.

𝘽𝙮 𝙙𝙤𝙞𝙣𝙜 𝙩𝙝𝙞𝙨, 𝙩𝙝𝙚 𝙘𝙤𝙢𝙥𝙖𝙣𝙮 𝙧𝙚𝙙𝙪𝙘𝙚𝙨 𝙩𝙝𝙚 𝙩𝙤𝙩𝙖𝙡 𝙣𝙪𝙢𝙗𝙚𝙧 𝙤𝙛 𝙤𝙪𝙩𝙨𝙩𝙖𝙣𝙙𝙞𝙣𝙜 𝙨𝙝𝙖𝙧𝙚𝙨 𝙖𝙫𝙖𝙞𝙡𝙖𝙗𝙡𝙚 𝙩𝙤 𝙩𝙝𝙚 𝙥𝙪𝙗𝙡𝙞𝙘, 𝙩𝙝𝙪𝙨 𝙞𝙣𝙘𝙧𝙚𝙖𝙨𝙞𝙣𝙜 𝙮𝙤𝙪𝙧 𝙥𝙚𝙧𝙘𝙚𝙣𝙩𝙖𝙜𝙚 𝙤𝙬𝙣𝙚𝙧𝙨𝙝𝙞𝙥 𝙤𝙛 𝙛𝙪𝙩𝙪𝙧𝙚 𝙚𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙖𝙣𝙙 𝙛𝙧𝙚𝙚-𝙘𝙖𝙨𝙝-𝙛𝙡𝙤𝙬𝙨.

𝙔𝙤𝙪 𝙘𝙖𝙣 𝙪𝙣𝙙𝙚𝙧𝙨𝙩𝙖𝙣𝙙 𝙬𝙝𝙮 𝙒𝙖𝙧𝙧𝙚𝙣 𝘽𝙪𝙛𝙛𝙚𝙩𝙩 𝙞𝙨 𝙖 𝙗𝙞𝙜 𝙛𝙖𝙣 𝙤𝙛 𝙨𝙝𝙖𝙧𝙚 𝙗𝙪𝙮𝙗𝙖𝙘𝙠𝙨.

𝙄𝙣 𝙝𝙞𝙨 2022 𝘼𝙣𝙣𝙪𝙖𝙡 𝙇𝙚𝙩𝙩𝙚𝙧, 𝘽𝙪𝙛𝙛𝙚𝙩𝙩 𝙬𝙧𝙤𝙩𝙚:

“𝙏𝙝𝙚 𝙢𝙖𝙩𝙝 𝙞𝙨𝙣’𝙩 𝙘𝙤𝙢𝙥𝙡𝙞𝙘𝙖𝙩𝙚𝙙: 𝙒𝙝𝙚𝙣 𝙩𝙝𝙚 𝙨𝙝𝙖𝙧𝙚 𝙘𝙤𝙪𝙣𝙩 𝙜𝙤𝙚𝙨 𝙙𝙤𝙬𝙣, 𝙮𝙤𝙪𝙧 𝙞𝙣𝙩𝙚𝙧𝙚𝙨𝙩 𝙞𝙣 𝙤𝙪𝙧 𝙢𝙖𝙣𝙮 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙚𝙨 𝙜𝙤𝙚𝙨 𝙪𝙥. 𝙀𝙫𝙚𝙧𝙮 𝙨𝙢𝙖𝙡𝙡 𝙗𝙞𝙩 𝙝𝙚𝙡𝙥𝙨 𝙞𝙛 𝙧𝙚𝙥𝙪𝙧𝙘𝙝𝙖𝙨𝙚𝙨 𝙖𝙧𝙚 𝙢𝙖𝙙𝙚 𝙖𝙩 𝙫𝙖𝙡𝙪𝙚-𝙖𝙘𝙘𝙧𝙚𝙩𝙞𝙫𝙚 𝙥𝙧𝙞𝙘𝙚𝙨.”
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