Offshore
Video
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: One reason $V remains one of Chris Hohn’s largest holdings is its network effect — something that’s very difficult to replicate at scale.
As Hohn explains:
“Payments is one where we’ve been shareholders of Visa a long time… it has this huge, ever-growing network connecting every customer and every bank globally. As the network grows, it becomes increasingly difficult to replicate.”
___
𝐍𝐞𝐭𝐰𝐨𝐫𝐤 𝐞𝐟𝐟𝐞𝐜𝐭𝐬: 𝘢 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘢𝘥𝘷𝘢𝘯𝘵𝘢𝘨𝘦 𝘸𝘩𝘦𝘳𝘦 𝘵𝘩𝘦 𝘷𝘢𝘭𝘶𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘳𝘰𝘥𝘶𝘤𝘵 𝘰𝘳 𝘴𝘦𝘳𝘷𝘪𝘤𝘦 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘦𝘴 𝘢𝘴 𝘮𝘰𝘳𝘦 𝘶𝘴𝘦𝘳𝘴 𝘱𝘢𝘳𝘵𝘪𝘤𝘪𝘱𝘢𝘵𝘦, 𝘮𝘢𝘬𝘪𝘯𝘨 𝘵𝘩𝘦 𝘯𝘦𝘵𝘸𝘰𝘳𝘬 𝘩𝘢𝘳𝘥𝘦𝘳 𝘵𝘰 𝘳𝘦𝘱𝘭𝘢𝘤𝘦 𝘰𝘳 𝘳𝘦𝘱𝘭𝘪𝘤𝘢𝘵𝘦 𝘰𝘷𝘦𝘳 𝘵𝘪𝘮𝘦.
Visa isn’t just a payments rail — it’s a global data, trust, and connectivity network built over decades. Every transaction strengthens fraud detection, authorization accuracy, and value-added services, while raising switching costs for banks and merchants.
That scale is the moat. To replicate it, you’d need billions of cards, global merchant acceptance, regulatory trust, and many years of transaction history — not just better software.
___
It helps explain why $V now represents 15%+ of TCI after Hohn increased his stake ~47% in Q3 2025.
Today both $V (4.10% NTM FCF yield) and $MA (3.71% NTM FCF Yield) trade near the higher end of their historical forward FCF Yield valuation.
Network effects like these compound quietly — but consistently — over time.
___
Video: Money Maze Podcast (11/13/2025)
tweet
RT @DimitryNakhla: One reason $V remains one of Chris Hohn’s largest holdings is its network effect — something that’s very difficult to replicate at scale.
As Hohn explains:
“Payments is one where we’ve been shareholders of Visa a long time… it has this huge, ever-growing network connecting every customer and every bank globally. As the network grows, it becomes increasingly difficult to replicate.”
___
𝐍𝐞𝐭𝐰𝐨𝐫𝐤 𝐞𝐟𝐟𝐞𝐜𝐭𝐬: 𝘢 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘢𝘥𝘷𝘢𝘯𝘵𝘢𝘨𝘦 𝘸𝘩𝘦𝘳𝘦 𝘵𝘩𝘦 𝘷𝘢𝘭𝘶𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘳𝘰𝘥𝘶𝘤𝘵 𝘰𝘳 𝘴𝘦𝘳𝘷𝘪𝘤𝘦 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘦𝘴 𝘢𝘴 𝘮𝘰𝘳𝘦 𝘶𝘴𝘦𝘳𝘴 𝘱𝘢𝘳𝘵𝘪𝘤𝘪𝘱𝘢𝘵𝘦, 𝘮𝘢𝘬𝘪𝘯𝘨 𝘵𝘩𝘦 𝘯𝘦𝘵𝘸𝘰𝘳𝘬 𝘩𝘢𝘳𝘥𝘦𝘳 𝘵𝘰 𝘳𝘦𝘱𝘭𝘢𝘤𝘦 𝘰𝘳 𝘳𝘦𝘱𝘭𝘪𝘤𝘢𝘵𝘦 𝘰𝘷𝘦𝘳 𝘵𝘪𝘮𝘦.
Visa isn’t just a payments rail — it’s a global data, trust, and connectivity network built over decades. Every transaction strengthens fraud detection, authorization accuracy, and value-added services, while raising switching costs for banks and merchants.
That scale is the moat. To replicate it, you’d need billions of cards, global merchant acceptance, regulatory trust, and many years of transaction history — not just better software.
___
It helps explain why $V now represents 15%+ of TCI after Hohn increased his stake ~47% in Q3 2025.
Today both $V (4.10% NTM FCF yield) and $MA (3.71% NTM FCF Yield) trade near the higher end of their historical forward FCF Yield valuation.
Network effects like these compound quietly — but consistently — over time.
___
Video: Money Maze Podcast (11/13/2025)
tweet
Offshore
Photo
Benjamin Hernandez😎
$AVGO ⚡ EPS Growth +290%
P/E 72 but growth still explosive.
Strong Buy rating across analysts.
$1.6T cap steadily expanding.
Semis remain the clear.
Watching continuation after today’s push higher.
Full swing plan outlined in my pinned post.
$ORCL $AMD $INTC $NVDA $TSM $TCNNF https://t.co/mjNTOk8Vmh
tweet
$AVGO ⚡ EPS Growth +290%
P/E 72 but growth still explosive.
Strong Buy rating across analysts.
$1.6T cap steadily expanding.
Semis remain the clear.
Watching continuation after today’s push higher.
Full swing plan outlined in my pinned post.
$ORCL $AMD $INTC $NVDA $TSM $TCNNF https://t.co/mjNTOk8Vmh
Most losses come from being late.
By the time a tweet is seen, the move is often gone. I share explosive stocks and real-time breakout alerts on WhatsApp while momentum is still building
Stop chasing✅ https://t.co/71FIJIdBXe
Being early changes the game
$PLTR $SOFI $AMD $OPEN tweet
Offshore
Photo
Fiscal.ai
Wix just announced a $2 billion buyback authorization.
They currently have a $4 billion market cap.
$WIX https://t.co/uciY2F8Rkp
tweet
Wix just announced a $2 billion buyback authorization.
They currently have a $4 billion market cap.
$WIX https://t.co/uciY2F8Rkp
tweet
Offshore
Photo
Javier Blas
President Trump orders the Pentagon to sign long-term electricity purchase contracts with coal-fired power plants.
“…It is the policy of the United States that coal is essential to our national and economic security…”
https://t.co/S6nfUkB8sA
tweet
President Trump orders the Pentagon to sign long-term electricity purchase contracts with coal-fired power plants.
“…It is the policy of the United States that coal is essential to our national and economic security…”
https://t.co/S6nfUkB8sA
tweet
Offshore
Photo
Bourbon Capital
Almost 30 years and this line has only gotten more relevant especially for the stock market https://t.co/aASlnlR9nt
tweet
Almost 30 years and this line has only gotten more relevant especially for the stock market https://t.co/aASlnlR9nt
tweet
Offshore
Photo
God of Prompt
RT @godofprompt: 🚨 Most founders talk about "ethics in AI" at conferences while shipping engagement-maximizing algorithms the next morning.
Dong Nguyen actually deleted $50K/day because people were too addicted. A solo dev in Hanoi had more ethical backbone than entire AI companies.
Now think about this in 2026. We have AI systems designed to be psychologically addictive. Infinite content feeds tuned by reinforcement learning.
AI companions people form emotional dependencies on. Recommendation engines that know your dopamine triggers better than you do.
Flappy Bird was a pixel bird jumping through pipes. Today's AI products are engineering compulsion at a neurological level. And nobody's pulling the plug.
Dong Nguyen lost sleep over a simple game. Meanwhile AI companies watch engagement metrics climb and call it "user love."
The uncomfortable question nobody in AI wants to answer: if your product is generating $50K/day but destroying attention spans, sleep patterns, and mental health... would you kill it?
We already know the answer. They wouldn't even slow it down.
12 years later, Dong Nguyen is still the most ethical person in tech. And that says everything about where we are.
tweet
RT @godofprompt: 🚨 Most founders talk about "ethics in AI" at conferences while shipping engagement-maximizing algorithms the next morning.
Dong Nguyen actually deleted $50K/day because people were too addicted. A solo dev in Hanoi had more ethical backbone than entire AI companies.
Now think about this in 2026. We have AI systems designed to be psychologically addictive. Infinite content feeds tuned by reinforcement learning.
AI companions people form emotional dependencies on. Recommendation engines that know your dopamine triggers better than you do.
Flappy Bird was a pixel bird jumping through pipes. Today's AI products are engineering compulsion at a neurological level. And nobody's pulling the plug.
Dong Nguyen lost sleep over a simple game. Meanwhile AI companies watch engagement metrics climb and call it "user love."
The uncomfortable question nobody in AI wants to answer: if your product is generating $50K/day but destroying attention spans, sleep patterns, and mental health... would you kill it?
We already know the answer. They wouldn't even slow it down.
12 years later, Dong Nguyen is still the most ethical person in tech. And that says everything about where we are.
12 years ago, ‘Flappy Bird’ creator announced he was removing the game from the App Store, due to how addictive it had become. https://t.co/bBiIMxbha8 tweet
Jukan
Commenting on Micron's HBM4:
1. If this is true, then Samsung using 4nm + 1cnm would have been a foolish move.
2. Micron would end up with an overwhelmingly lower cost structure compared to the other two major memory makers.
That said, what I don't understand is this: even SK Hynix achieved 11 Gbps in internal testing but couldn't hit 11 Gbps when paired with NVIDIA GPUs, which led them to redesign. So how did Micron manage to achieve 11 Gbps without any revision? That doesn't quite add up to me.
tweet
Commenting on Micron's HBM4:
1. If this is true, then Samsung using 4nm + 1cnm would have been a foolish move.
2. Micron would end up with an overwhelmingly lower cost structure compared to the other two major memory makers.
That said, what I don't understand is this: even SK Hynix achieved 11 Gbps in internal testing but couldn't hit 11 Gbps when paired with NVIDIA GPUs, which led them to redesign. So how did Micron manage to achieve 11 Gbps without any revision? That doesn't quite add up to me.
tweet
Offshore
Photo
Pristine Capital
RT @realpristinecap: • US Price Cycle Update 📈
• IGV Software Uncertainty is Going Nowhere 🛑
• Midterm Election Years Tend To Be Muted 🤫
Check out tonight’s research note!
https://t.co/Z9A6Z98GTZ
tweet
RT @realpristinecap: • US Price Cycle Update 📈
• IGV Software Uncertainty is Going Nowhere 🛑
• Midterm Election Years Tend To Be Muted 🤫
Check out tonight’s research note!
https://t.co/Z9A6Z98GTZ
tweet
Offshore
Photo
God of Prompt
RT @alex_prompter: ai will never feel the same way i feel about customer reviews https://t.co/aQnGtXjEDG
tweet
RT @alex_prompter: ai will never feel the same way i feel about customer reviews https://t.co/aQnGtXjEDG
tweet
Offshore
Photo
Jukan
Taiwan media: Rumors emerge that Micron may acquire Innolux’s Fab 5 in Taiwan.
https://t.co/OZWVStyfpR
tweet
Taiwan media: Rumors emerge that Micron may acquire Innolux’s Fab 5 in Taiwan.
https://t.co/OZWVStyfpR
tweet
God of Prompt
1 hour left, go vote!
tweet
1 hour left, go vote!
You can only pick one tool. Which one?
- Claude
- ChatGPT
- Gemini tweet
X (formerly Twitter)
God of Prompt (@godofprompt) on X
You can only pick one tool. Which one?