⁠Investing visuals
We’re still in the early days of AI, and the best is yet to come.

Infra is still being built, early adopters are creating fundamental apps like ChatGPT, and many businesses are just starting to experiment with AI.

The real magic happens in Phases 3 & 4✨ https://t.co/Gsek2bGGEr
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⁠Mads
gm https://t.co/o2yt6eim5Y
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⁠Mads
The Juice traded $TMDX yesterday like a master too
DEAD SERIOUS 🐐 https://t.co/9GjymI1HKC

The Juice having one of his better day trading hedges
Just a master at his craft, might never be down again https://t.co/aBPMjKTm6l - Mads
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⁠Dimitry Nakhla | Babylon Capital®
5 Quality Stocks Trading <10-year mean p/e | down -15% from high | 5-year eps cagr | ltm roic 💵

👾 synopsis $snps
•ntm p/e: 28.87x
•mean p/e: 29.84x
•% down: -27%
•eps cagr: 24%
•ltm roic: 13%

🖱️ google $goog $googl
•ntm p/e: 18.94x
•mean p/e: 23.70x
•% down: -18%
•eps cagr: 25%
•ltm roic: 32%

☀️ asml holding $asml
•ntm p/e: 27.81x
•mean p/e: 31.09x
•% down: -36%
•eps cagr: 26%
•ltm roic: 40%

🧬 novo nordisk $nvo
•ntm p/e: 23.37x
•mean p/e: 25.26x
•% down: -38%
•eps cagr: 23%
•ltm roic: 56%

🏢 nvr inc $nvr
•ntm p/e: 14.26x
•mean p/e: 15.31x
•% down: -28%
•eps cagr: 18%
•ltm roic: 41%
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⁠Alvin
2 Weeks with the Galaxy S25 Ultra:
The Art of Perfecting an Old Formula.

Two weeks. That’s all it took for the Galaxy S25 Ultra to either impress me… or leave me wanting for more.

On paper, this phone might be very familiar to some. But just like with all Samsung phones, it’s the detail that matters the most.

I have been using this phone as my true daily driver, and I have uncovered some very interesting stuff. Some changes are significant, some are subtle, and some might just affect your purchase decision.

Now, grab your popcorn as we dive deep into all of the features, improvements, and shortcomings of Samsung’s latest flagship phone of 2025. 🍿
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⁠Hidden Value Gems
A good reminder of how dangerous the game of guessing could be if you don’t follow a clear strategy in the market.

The so called “Trump winners” are actually recent losers like $TSLA for example.

h/t @jmackin2 https://t.co/XR53nMnk5r
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⁠The Kobeissi Letter
BREAKING: January PCE inflation, the Fed's preferred inflation measure, falls to 2.5%, in-line with expectations of 2.5%.

Core PCE inflation was 2.6%, in-line with expectations of 2.6%.

This marks the first decline in PCE inflation since September 2024.
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⁠Mads
You would think The Juice lost money trading $TMDX looking at it in the pre-market, but just wait for when he updates his sheet and is back up 20% YTD
Never bet against The Juice 🧃🐐

The Juice traded $TMDX yesterday like a master too
DEAD SERIOUS 🐐 https://t.co/9GjymI1HKC - Mads
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⁠Investing visuals
$PLTR shareholders after being down 30% in 2025 but up 400% in 2024 https://t.co/rhX9dojtK2
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