Umesh
Prompt : The shot opens tight on a weather-carved face, wind tearing at his coat as he stands on a jagged cliff. The camera eases over his shoulder and tilts down, following his line of sight. We descend past the crumbling lip into the void, the frame widening to reveal cliffs dropping away. The ocean roars into view, violent surf detonating against rock. The move continues into a high overhead, locking into an aerial top-down that frames the lone figure at the precipice as waves explode below.

@umesh_ai I really need a shot like your first one but of the camera showing the man first and going down is if he’s looking down dramatically. 🧐 Will have to play around with it. - David Maze
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ToffCap
Out with a new one 👇

Today’s story is about a company that finally took the right decision: divest the least attractive assets (almost half of the business) and return cash to shareholders.

The divestments simplify the story, the remaining businesses are genuinely good assets with structural growth, and massive buybacks will supercharge the equity.

This is a case of a messy conglomerate finally breaking itself apart and unlocking that big SOTP potential.
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Dimitry Nakhla | Babylon Capital®
$MELI briefly traded for ~39x — a multiple last seen during the April 25’ bear market 💵

Analyst EPS Est:

2025: $44.52 (+18% YoY)

2026: $66.52 (+49% YoY)
2027: $89.20 (+34% YoY)
2028: $123.53 (+38% YoY)

Even if $MELI 28’ EPS is $100 & trades for 33x, ~15% CAGR potential https://t.co/yeFTqWsOod
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Investing visuals
AI stocks are blazing this year 🔥

Top 3:
• $IREN +349%
• $NBIS +312%
• $CRWV +245%

Which do you thing will perform best in 2025? https://t.co/Z48ZNymD2s
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Emily
Google Gemini 2.5 Nano banana

{
"scene": {
"environment": {
"location_type": "modern gallery hallway",
"left_wall": "black-and-white optical swirl mural, matte finish",
"right_wall": "framed monochrome manga panels with sparse Japanese onomatopoeia",
"floor": "light gray polished tile with 2x2 m matte gray vinyl sheet under subject to kill reflections",
"depth": "short corridor depth with subtle falloff",
"clutter": "none"
},
"time": "indoors, artificial light",
"mood": "cool, composed, slightly mysterious",
"color_palette": "neutral-cool grays, olive top, desaturated denim blues"
},
"subject": {
"type": "human",
"gender": "female",
"approx_age": "early 20s",
"appearance": {
"skin_tone": "fair-light with neutral undertone",
"hair": "jet-black, very long, straight, center part; clean specular sheen",
"face": "oval face, soft makeup, subtle gloss on lips, light eyeliner and mascara",
"earrings": "large silver hoop earrings"
},
"wardrobe": {
"top": "fitted olive/khaki ribbed tank with small rhinestone cross motifs (check glue before shoot)",
"bottom": "high-waisted distressed denim shorts with heavy frayed hem and beige repair patches (tape rear hem flat)",
"footwear": "out_of_frame"
},
"pose": {
"stance": "leans back and slightly left with head resting against mural wall",
"torso": "relaxed, angled 10–15° to camera",
"arms_hands": "right arm behind torso/out_of_frame, left arm relaxed by side",
"expression": "calm, neutral-to-soft gaze past camera",
"chin": "slightly down; head tilt toward left shoulder"
}
},
"framing_composition": {
"shot_type": "mid-thigh portrait (three-quarter length)",
"orientation": "vertical",
"framing": "subject placed on left third; right third shows manga panels",
"leading_lines": "doorframe/panel edges vertical; swirl mural adds texture without overpowering subject",
"background_separation": "subtle; background softly defocused but still readable"
},
"camera": {
"sensor": "full-frame mirrorless",
"lens": {
"focal_length_mm": 50,
"type": "prime",
"character": "neutral rendering, low distortion"
},
"settings": {
"aperture": "f/3.2",
"shutter_speed": "1/250",
"iso": 400,
"white_balance": "custom grey-card @ 4600 K",
"focus": "eye-AF + 3-frame focus bracket (±1 cm)",
"stabilisation": "IBIS on"
},
"perspective": "camera at chest level; minimal keystoning; maintain straight verticals"
},
"lighting": {
"key": "broad, soft overhead/ceiling panel light",
"fill": "60×60 cm white bounce 30 cm below bust line, ~1.3 stops under key",
"rim": "narrow 1×2 ft strip-light behind subject camera-right, ½ stop over key",
"quality": "soft, diffuse; no hard shadows",
"exposure_target": "skin at ~65 IRE; rhinestones clipped < 90 ire",
"specular_control": "micro-specular on hair; avoid plastic skin sheen"
},
"rendering_intent": {
"photorealism": "high",
"texture": "retain fabric weave, denim fray strands, hair strands",
"background_text_policy": "allow only existing manga panel text; do not invent extra signage or captions"
},
"post_processing": {
"color_grade": "neutral-cool base with gentle contrast curve; slight cyan in shadows, warm bias on skin",
"tone_curve": "soft s-curve (lift shadows +3, compress highlights -5)",
"clarity_texture": "clarity -5 on skin via masked adjustment; texture +5 on denim/frayed hem only (separate mask)",
"noise_reduction": "luma 10, chroma 15",
"sharpening": "amount 40, radius 0.7, detail 25, masking 60 (protect background)",
"vignette": "subtle -0.1 ev centre-weighted",
"geometry": "verticals upright; crop 4:5 with space above head and right-side manga visible",
} tweet

Quiver Quantitative
UPDATE: Nancy Pelosi filed a purchase of Tempus AI call options earlier this year.

$TEM has now risen 180% since the trade. https://t.co/twTAKOEmZU
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App Economy Insights
$EA Electronic Arts is going private. 🎮

The biggest LBO ever at a $55B valuation.

• Who's buying?
• Why EA and why now?
• What does it mean for gaming?

Full breakdown 👇
https://t.co/D3g1MjCKQ3
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Yellowbrick Investing
In honor of all the big biotech wins recently, shoutout to MrStingy from VIC, who is up almost 350% in two months (link) on PepGen $PEPG after good results came out a couple of weeks ago. https://t.co/dMG4vvX4dv
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Quiver Quantitative
This has been so wild.

Representative Cleo Fields bought stock in a Bitcoin mining company called IREN this summer.

We called it out because it was the first time we had ever seen a politician buy the stock.

$IREN has now risen 199% since his trade.

It's been 3 months. https://t.co/lG0x0q9mKC
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Yellowbrick Investing
$SLNO

$slno long idea (as promised):
$slno is a single asset (VYKAT XR) co that has the first and so far only FDA-approved therapy for hyperphagia in Prader-Willi Syndrome (PWS) pts aged 4 and older. For those unfamiliar with PWS, its a rare genetic disorder, characterized by insatiable hunger, obesity and high mortality risk from comorbidities. PWS affects 1:15,000 live births (8,000-12,500 U.S. patients and ~20,000 in EU). VYKAT XR is an extended-release formulation of diazoxide choline a potassium channel activator reducing hyperphagia by modulating neuronal activity.
Lets focus on the numbers that are in front of us. Weight-based dosing (up to 525mg/day) with titration, $slno pricing their drug at a annual cost ~$500K for adults. Early launch metrics are strong, with Q2 revenue of $32.7M > consensus. 295 unique prescribers by the end of Q2 and patient start forms were 646 in ~95 days, and ~500 more in Q3 leading to at least 1,000 treatments initiated… $slno expected peak sale ranges between $1.8b to $2.6b. If you go by the peak sale numbers, this should be trading around $90 in my opinion. Lets also not forget $acad recently failed, and $aard data (next year) if that too fails then it would leave a huge chunk of the pie in the space for $slno as they continue to ramp up sales.
On the safety concerns which Scorpion have been pounding the table for us to look at the FAERS database (e.g edema, hyperglycemia, one reported death). These updates are viewed as on-label. They are expected in a fragile PWS population and happy to debate this but this is not indicative of broader issues particularly given the natural 3-4% annual PWS mortality rate from cardiovascular or pulmonary complications. Under $70 going into earnings is I think is a good setup personally. I’ve been buying quite aggressively at these levels. Q3 ’25 revenue I think will come in above $60M-$65M (vs consensus $46m).
The basis of Scorpion short thesis revolves around the noise from Facebook groups where discussions suggest a safety crisis and patient backlash. If you study the history of PWS and VYKAT XR we already know its not a drug that cures PWS, but in fact helps manage the condition. FAERS data shows no major new updates since Sept (23 cases total, including 1 death from pulmonary embolism, deemed unrelated). PWS community discussions on Facebook also mention positive experiences with VYKAT XR too which Scorpion conveniently left out. Anyways I’ve learned to not rely on these pt forums. The launch trajectory supports upside to $100+ in 12-18 months if Q3 beats consensus and safety fears fade (which btw are so overblown). The drug in fact appears safer than realized, given PWS patients' multiple comorbidities and the low reported death rate (only 1 verified among ~1,000 treatments, potentially a few others unclear if drug-related well below the natural 3-4% annual rate). Also lets not forget the drug underwent a thorough FDA reviewal/approval process. KOLs also view as safe and effective given PWS fragility and comorbidities. Sometimes it really is that simple. - Seedy19
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