3;𝐰𝐞𝐞𝐭.

𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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ToffCap
Out with TMM #68, our weekly overview of actionable event-driven and special sits 🔥🔥

This week:

- SOTP unlocks with catalysts
- an Amer Sports 2.0?
- transformational deals not yet recognized in the price
- a low p/e company growing rapidly with a ton of cash on the b/s and an upcoming spin of a sub which makes it all more fascinating
- potentially juicy tender offers
- some very speculative pico-caps where a lot is going on
- ... and much more.

As always @ToffCap. Enjoy!
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Reactions Videos
Tyrese Gibson emotional crying video happy sad tears TD Jakes /// reaction meme https://t.co/JyJDf6d5kH
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Gainify
Post-Labor Day earnings week is lighter, but still packed with must-watch names 👀

Key highlights:
📌 Tue: $NIO
📌 Wed: $CRM $FIG
📌 Thu: $AVGO $LULU $DOCU $CPRT

Fewer reports, but super interesting data ahead. What’s your focus this week? https://t.co/W9lRH3LWX6
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Iqra Saifi
Veo-3 fast on Gemini 🍄⭐️

"A hyper-realistic, cinematic shot of an ethereal woman in a glowing gown, wading gracefully through a shallow stream in an enchanted forest at night. The scene is illuminated by bioluminescent flora.",

"mood": "Magical, serene, mystical, enchanting, tranquil.",

"style": "Cinematic high-fantasy, photorealistic CGI, 8K resolution, inspired by 'Avatar' and fantasy concept art."

},

"camera": {

"type": "Smooth Tracking Shot on a gimbal",

"lens": "85mm Prime Lens",

"aperture": "f/1.8",

"position": "Starts low to the ground, positioned behind a mossy log in the foreground. The camera slowly pans and tracks parallel to the woman as she moves from right to left through the water.",

"movement": "A slow, graceful, and perfectly smooth horizontal tracking shot that follows the subject's movement."

},

"environment": {

"location": "An ancient, misty forest deep into the night.",

"stream": "A shallow, crystal-clear stream with a dark, pebble-strewn bed. The water's surface is dark and reflective, disturbed only by the gentle ripples created by the woman's movement.",

"flora": "The banks of the stream and small islets are dotted with clusters of bioluminescent mushrooms, casting a soft, otherworldly white and yellow glow. The trees are ancient and gnarled, with dark, damp bark.",

"atmosphere": "The air is cool and still. A high-resolution particle simulation of tiny, glowing magical spores drifts lazily through the air. A thin layer of volumetric mist clings to the surface of the water and weaves between the trees."

},

"main_subject": {

"character": "An elegant woman with long, dark, intricately braided hair. Her expression is serene and slightly melancholic as she looks down at the water.",

"attire": {

"type": "Ethereal Gown",

"material": "A fine, flowing dark green silk or chiffon.",

"details": "The lower third of the gown possesses a powerful, integrated bioluminescence, glowing with a soft but bright turquoise light. This light seems to be part of the fabric itself, and it intensifies and swirls with her movement. The dress has delicate, sparkling embroidery on the bodice."

}

},

"lighting": {

"primary_source": {

"type": "Bioluminescence",

"source": "The glowing mushrooms and the hem of the dress.",

"color": "A mix of soft white/yellow from the mushrooms and a vibrant turquoise from the dress.",

"effect": "This is the main light source, casting a magical, colorful glow upwards onto the character and creating beautiful, shimmering caustic reflections on the water's surface."

},

"fill_light": {

"type": "Faint Moonlight",

"position": "Filtering through the dense canopy from above.",

"color_temperature": "8000K (Cool, deep blue)",

"intensity": "Very low, just enough to softly define the shapes of the dark trees in the background."

}

"animation": {

"timeline": [

{ "time": "0.0s - 8.0s", "action": "The woman walks with a slow, deliberate, and graceful pace through the ankle-deep water." },

{ "time": "0.0s - 8.0s", "action": "The glowing part of her dress flows realistically, swirling in the water and creating gentle, glowing ripples." },

{ "time": "0.0s - 8.0s", "action": "The magical spore particles drift through the air with gen[...]

tle, random motion. The mist on the water's surface shifts and curls subtly." }

]

"sound": "A low, ethereal, and magical choral pad or a single sustained note from a glass harmonica to enhance the enchanting mood."
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Julian Goldie SEO
Manus AI FULL 4.5 Hour Course https://t.co/Nbhd35YHe2
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naiive
her: " babe, bitcoin new all time high, why are we still broke ? " https://t.co/anERFCejAT
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Julian Goldie SEO
Holy moly! 🤯 AI just ATE the podcast game!

One click = Professional podcast episode ✨

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I'm basically a podcast wizard now 🧙‍♂️

Your competition is CRYING right now 😂

Free template drops below! 👇 https://t.co/aNfK4YuoI7
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Julian Goldie SEO
N8N Podcast Automation: How I Generate Full Podcasts in One Click
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