Joss López
These Kling presets are blowing my mind.
Who even needs prompts anymore when this kind of chaos just drops?

Higgsfield + Kling AI = pure madness.
Fire, rain, morphs… everything in seconds.

Hollywood can take a seat. https://t.co/jVezFDHFEa
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Joss López
RT @higgsfield_ai: 365 days of UNLIMITED FREE Nano Banana.
Only for Higgsfield Pro, Ultimate & Creator users.
Limited-time offer until the end of this week.

You read that right. Unlimited & Free for one WHOLE year.
You've got 4 days to secure the offer.

A HUGE Banana, indeed. Go wild.
Retweet to get the offer link in DMs 📨
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Joss López
One whole year of unlimited Nano Banana?
I guess potassium is the new superpower.

365 days of UNLIMITED FREE Nano Banana.
Only for Higgsfield Pro, Ultimate & Creator users.
Limited-time offer until the end of this week.

You read that right. Unlimited & Free for one WHOLE year.
You've got 4 days to secure the offer.

A HUGE Banana, indeed. Go wild.
Retweet to get the offer link in DMs 📨 - Higgsfield AI 🧩
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ToffCap
https://t.co/xPQNuEInX2

Hi all! Just flagging that we're back!!

We recently published on:

🇩🇪 Puma $PUM
🇩🇪 The Platform Group $TPG
🇵🇱 Dino $DINO
🇩🇪 Pfisterer $PFSE
🇩🇪 Dermapharm $DMP
🇧🇪 Unifiedpost $BANQ

On the forbidden platform (no paywall). https://t.co/u46IO9GOFB - Lux Opes
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Dalius - Special Sits
some interesting thoughts here👇

With $KRON roughly paying ~38 Cents, I´d like to share a theory about the "excess net cash sweep" in liquidation CVRs (How to easily bore every possible reader in a single sentence!). Currently relevant for $HLVX $ITOS $LVTX $ELEV $EPIX (lol not touching this one though).

I think all of these deals are structured "in the money". What do I mean? Let´s take $HLVX as an example. The cash portion of the offer is roughly 97.77 mln US$ with my sharecount, it´s probably effectively around 97.95 mln. Shareholders are getting the cash in excess of 102.95 mln. That means the acquirer is getting paid 5 mln$ to assume the liquidation risk and actually do the winding down.

Now, it makes ZERO sense to choose these numbers when both parties would not expect net cash to be in excess of these 102.95. If they were expecting exactly this number or even a bit less, that would immediately eat into the 5 million US$ for the acquirer. But they just settled on that number?

So to make sure the acquirer actually gets these 5 mln, you would expect them to structure the "strikes" in such a way, that the "excess net cash sweep" actually pays out - which is the thing that fixes the 5 mln US$! Now of course you don´t want to hold back too much cash, but it´s usually just 4-8 weeks so not a big deal. So we might be talking just 500k or 1 mln (no idea really) but I am quite sure that almost all of these will pay at least something.

$LVTX not 100% sure, since there is already the "additional net cash"-feature, so this is probably a bit tricky. BUT with the CVR trading somewhere between 7 and 10 mln, the impact of even small sums is decent. If you crunch the numbers, there is definitely room for payment imo.

$HLVX Articulated this already in my substack article https://t.co/5EjIF3qF7t
same as LVTX, numbers show room for decent payment.

$ITOS with the CVR trading at 4 mln$ and cash in total just being very high, we might be in for a surprise here. This is the most opaque one since there are lots of parts where I have no idea what´s happening (tax stuff mostly), but I think it´s a small gamble worth taking, closes very soon. - AnotherBioInvestor
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Evan
Apple $AAPL has reportedly ordered almost half of Taiwan Semiconductor’s $TSM initial 2nm production capacity for the iPhone 18 - MacRumors https://t.co/z4VoOpGdEA
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Julian Goldie SEO
N8N FULL COURSE 1 HOUR (Build & Automate Anything) https://t.co/7iZ7tmDSQR
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Gainify
PEG Ratios of the Top 10 U.S. Companies by Market Cap

🔟 $TSLA → 10.22x
9️⃣ $AAPL → 3.02x
8️⃣ $MSFT → 2.74x
7️⃣ $JPM → 2.01x
6️⃣ $AVGO → 1.99x
5️⃣ $AMZN → 1.93x
4️⃣ $META → 1.55x
3️⃣ $GOOGL → 1.40x
2️⃣ $NVDA → 1.19x
1️⃣ $TSM → 1.12x

Which stock looks the most attractive at these valuations?
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Evan
85% of Nvidia's $NVDA revenue last quarter came from just 6 companies

$10.75B - Customer A (23% of total revenue)
$7.48B - Customer B (16%)
$6.54B - Customer C (14%)
$5.14B - Customer D (11%)
$5.14B - Customer E (11%)
$4.67B - Customer F (10%)

So what Meta, Amazon, Microsoft, Google, Elon/Tesla ... who am I missing?

Nvidia $NVDA said sales to just one customer represented 23% of its total $46.7 Billion of revenue from the quarter

Someone spent $10.75 Billion with Nvidia during the quarter 🤯 https://t.co/2IbEocnnQn - Evan
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Simplifying Stocks, CPA
$NVDA PRICE TARGET CHANGES 👇

JPMorgan Raises target price to $215 from $170

Rosenblatt Raises target price to $215 from $200

Benchmark Raises target price to $220 from $190

BofA Securities Raises target price to $235 from $220

Citi Raises target price to $215 from $170

Jefferies Raises target price to $205 from $200

KeyBanc Raises target price to $230 from $215

DA Davidson Raises target price to $195 from $135

Truist Securities Raises target price to $228 from $210

$NVDA Earnings Deep Dive
https://t.co/RY5wCejFnt - Simplifying Stocks, CPA
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