Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: MercadoLibre $MELI is up an impressive +53% year-to-date and nearing all-time highs💸

Yet the stock STILL trades at a more attractive valuation than it did at the start of 2025 🤯

Scale. Economies. Shared. 🤝 https://t.co/j1v1KIJO03

Nick Sleep is one of the greatest investors, generating 20.8% CAGR from 2001 to 2013 📈

Nick ran a concentrated fund, with $AMZN & $COST stock each accounting for >20% of the Nomad Partnership at various points 💸

Here’s the secret to his incredible track record 🧵 https://t.co/9mDupZqv57 - Dimitry Nakhla | Babylon Capital®
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Umesh
Take 6!

Prompt : From a soaring aerial, the rider rockets across a collapsing skyline, rooftops narrowing into jagged ledges. Camera hovers tight above as he angles through curved glass and steel, void yawning between buildings. Each rooftop leap sparks drama, until he threads impossibly across the final span, city blurring below.

Made with 2.5 Turbo on @Kling_ai !

Take 5! https://t.co/mrXVTmO5pw - Umesh
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Umesh
Brilliant tokens!

Prompt: Otherworldly, glitchscape machine man fusion epic arrival --chaos 25 --ar 16:9 https://t.co/FcgTpuhyyI

🎨 IMAGINERY TOKENS MIDJOURNEY V7 🎨

For those who follow me since a long time you know I liked to play with imaginery tokens and to see how AI reacts with them ..

Here 4 new ones with some possible interpretations :

* Glitchscape :

The image may look partially corrupted or decayed in an artificial way

* Synesthesia :

The image might be an artistic interpretation of a non-visual sensation.

* Otherworldly :

The environment would look fantastical and unfamiliar.

* Bioluminary :

Might illuminate subjects with biological light

Same Base prompt used here :

[TOKEN ] Man --v 7

It's not very stable and consistent and it's fun to play with...

Try them , mix them , use them in other tools , share your creations if you want to.

Find all images first comment
1/2 - LudovicCreator
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Umesh
Take 7! https://t.co/NGbDsGr3Fk

Take 6!

Prompt : From a soaring aerial, the rider rockets across a collapsing skyline, rooftops narrowing into jagged ledges. Camera hovers tight above as he angles through curved glass and steel, void yawning between buildings. Each rooftop leap sparks drama, until he threads impossibly across the final span, city blurring below.

Made with 2.5 Turbo on @Kling_ai ! - Umesh
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Yellowbrick Investing
$SPCB

Collecting thoughts on latest microcap which has my attention Supercom $SPCB:
- primarily electronic monitoring business
- 70% reoccurring revenue, trades at 5.6x trailing non-gaap earnings
- has been CAGRing their monitoring program at 30%+ vs category avg of 14% - Better Nest
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Investing visuals
In my opinion, $RBRK is the best SaaS play right now:

🔹 Founder-led
🔹 No debt
🔹 Operating leverage kicking in
🔹 Revenue growth of 51%
🔹 Trading at half the valuation of peers

And to top it off: 6x Gartner Magic Quadrant leader in Backup & Data Protection. https://t.co/khnoK4LI16
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Dimitry Nakhla | Babylon Capital®
Quantum Computing Stocks in a Bubble?

Let’s take a look at some of their Market Caps and Revenue Estimates & see:

1. How many times Revenue has to double for you to get your money back if you purchased the entire business

2. While assuming a 100% Net Income Margin
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Quiver Quantitative
JUST IN: Representative Jonathan Jackson just filed new stock purchases.

He bought Doximity, $DOCS, an online platform for doctors.

It's the first time we have ever seen a politician buy this stock.

He also bought stock in Lam Research, $LRCX.
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