naiive
story of my life
https://t.co/BclsR1si4E
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Gainify
CASH ALERT: $PDD has added $47B in cash in 5 years
→ Q2 2020: $7B
→ Q2 2025: $54B

Stock trades at just 7.6x forward EV/EBITDA

This is cash accumulation at its finest. https://t.co/s5bRkPfYS9
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Umesh
Twin AI just launched their text-to-video model and upgraded their image-to-video models!

It’s very impressive at generating high-action scenes (with native sound effects).

Here are 5 awesome examples with more details ⤵️ https://t.co/9Y9DsPCV8o
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Julian Goldie SEO
New Google NotebookLM Update Is INSANE (FREE!) 🤯

P.S. Want the full guide? DM me. https://t.co/LQx5OJjfsR
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Evan
Eli Lilly $LLY said today its daily weight loss pill helped patients with obesity and Type 2 diabetes shed weight in a late-stage trial, meeting the study’s main goal and clearing the way for the company to file for approval of the drug globally - CNBC
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Dalius - Special Sits
Canadian activism, always fun.

Worth a look👇

$CGX.TO activist investor Windward (7%) publishing a letter and detailed presentation this morning pushing for repurchases and asset sales (digital media and Scene), and eventual outright sale. They see 200% upside from here (I agree). Deck does a great job laying out the thesis re industry recover and valuation. Hopefully this campaign generates some urgency at this sleepy board. https://t.co/DoH9BCtqdo - Dylan Marrello
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Evan
SPOTIFY $SPOT IS ADDING DMS

Both Free and Premium accounts can share audio content and send messages to each other - The Verge https://t.co/eizh7rVjB0
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Simplifying Stocks, CPA
BREAKING ⚠️

TRUMP VOWS 'SEVERE' TARIFFS ON COUNTRIES THAT IMPOSE DIGITAL SERVICE TAXES ON U.S. TECH COMPANIES https://t.co/KUIRMGEFVZ
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Gainify
Is this a CLASSIC VALUE TRAP?

Based on 2026E P/E, some legacy automakers trade at mid single-digit multiples:

→ Renault: 3.9x
→ Stellantis: 4.3x
→ Volkswagen: 4.5x
→ General Motors $GM: 6.0x
→ Mercedes-Benz: 7.6x
→ BMW: 7.7x
→ Ford $F: 8.4x
→ Mitsubishi: 10.0x
→ Toyota: 14.1x

Are these stocks just dead money?
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