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memenodes
My ancestors who had to hunt and fight wild animals for food watching me have a panic attack over calling to order pizza https://t.co/v0BW3wSJfr
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My ancestors who had to hunt and fight wild animals for food watching me have a panic attack over calling to order pizza https://t.co/v0BW3wSJfr
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The Few Bets That Matter
RT @WealthyReadings: You will always underperform if you judge a stock the same way you judge a company.
They are fundamentally different, and far too many investors fail to understand this.
A company’s “greatness” is defined by many factors. Longevity, cash flow, employees, compensation, importance, by the added value of its product or service... At that point, greatness is almost subjective, more opinion than fact.
But a great stock has only one criteria: that it trades higher today than yesterday.
As stock pickers, that is the only thing that matters.
Yet many investors assume that a great company must be a great stock. Nothing is further from the truth. So many incredible companies deliver mediocre returns, and often for very valid reasons. But we need to understand the market to understand this fact.
The market cares about one thing only: safe and growing future cash generation.
Everything else is noise.
That is why so many outstanding companies underperform; not because they are bad businesses, but because they are not accelerating, not expanding margins, not safely compounding cash.
The market rewards companies whose future cash flows are secure and/or growing rapidly. Those are great stocks.
For all the $PYPL, $NVO, $HIMS & so many others, please understand: the market will rewards growth acceleration, safe compounding and expanding margins.
If your stock has none of those with no data pointing to it happening... It isn't a great stock.
But it can be a great company.
tweet
RT @WealthyReadings: You will always underperform if you judge a stock the same way you judge a company.
They are fundamentally different, and far too many investors fail to understand this.
A company’s “greatness” is defined by many factors. Longevity, cash flow, employees, compensation, importance, by the added value of its product or service... At that point, greatness is almost subjective, more opinion than fact.
But a great stock has only one criteria: that it trades higher today than yesterday.
As stock pickers, that is the only thing that matters.
Yet many investors assume that a great company must be a great stock. Nothing is further from the truth. So many incredible companies deliver mediocre returns, and often for very valid reasons. But we need to understand the market to understand this fact.
The market cares about one thing only: safe and growing future cash generation.
Everything else is noise.
That is why so many outstanding companies underperform; not because they are bad businesses, but because they are not accelerating, not expanding margins, not safely compounding cash.
The market rewards companies whose future cash flows are secure and/or growing rapidly. Those are great stocks.
For all the $PYPL, $NVO, $HIMS & so many others, please understand: the market will rewards growth acceleration, safe compounding and expanding margins.
If your stock has none of those with no data pointing to it happening... It isn't a great stock.
But it can be a great company.
tweet
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The Few Bets That Matter
RT @WealthyReadings: A few ideas starting 2026.
The AI trade will continue but it'll evolve. I'd expect two important verticals.
Compute/efficiency (hardware & infra), with companies like $ALAB & $NBIS pushing it further, allowing companies to generate more compute with less infra.
AI services finally surfacing after years of development: started with $PLTR, now $PATH and its S+ setup, and legacy names like $ADBE & more as the “AI disruption” narrative cools down.
Researching another AI name with a $PATH-like setup. More about it later.
China has been one of the best performers this year and I think that'll continue. Gov is pushing consumption and innovation, very bullish for $BABA which remains one of my top pick for 2026 at these levels.
Retail still matters. Surprisingly, we’ve seen monster moves H2-25 like $ULTA, and that could continue into 2026 despites clear consumption weakness. But as long as those with the money consume more, it doesn't matter. My favorite remains $ONON, and I’m watching $LULU closely, with reasons to be optimistic.
Energy and “safer” names also catching a bid lately - $HAL $SLB $DG $DLTR... This shows rotation is starting. Less risk-on, healthier names and valuation. Wouldn’t be surprised to see more of this in 2026.
Precious metals is now a crowded trade. Needs a breather. But I wouldn't be so sure it is over and I wouldn't be surprised for more in 2026. It isn't the healthiest trade as it reflects distrust in the system.
Healthcare waking up. $LLY still leads, but $JNJ, $MRK caught a large bid. Watching laggards like $PFE and $NVO but those need a catalyst.
After massive FY25 performances, I see 2026 as a rotation year. Last two years’ winners will likely underperform as the market either turns to less risks, or focuses on other verticals.
My personal view is that 2026 will see the AI bubble. The real one. Which is why I still own AI names today, but I am clearly not certain I still will by H2-26.
Bullish AI software/services short term, very bullish China, and closely watching healthcare and other "safer" names.
I don’t think 2026 will be bad. Quite the opposite. But I think those who don't take the turn will get burnt. Rotation is coming.
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RT @WealthyReadings: A few ideas starting 2026.
The AI trade will continue but it'll evolve. I'd expect two important verticals.
Compute/efficiency (hardware & infra), with companies like $ALAB & $NBIS pushing it further, allowing companies to generate more compute with less infra.
AI services finally surfacing after years of development: started with $PLTR, now $PATH and its S+ setup, and legacy names like $ADBE & more as the “AI disruption” narrative cools down.
Researching another AI name with a $PATH-like setup. More about it later.
China has been one of the best performers this year and I think that'll continue. Gov is pushing consumption and innovation, very bullish for $BABA which remains one of my top pick for 2026 at these levels.
Retail still matters. Surprisingly, we’ve seen monster moves H2-25 like $ULTA, and that could continue into 2026 despites clear consumption weakness. But as long as those with the money consume more, it doesn't matter. My favorite remains $ONON, and I’m watching $LULU closely, with reasons to be optimistic.
Energy and “safer” names also catching a bid lately - $HAL $SLB $DG $DLTR... This shows rotation is starting. Less risk-on, healthier names and valuation. Wouldn’t be surprised to see more of this in 2026.
Precious metals is now a crowded trade. Needs a breather. But I wouldn't be so sure it is over and I wouldn't be surprised for more in 2026. It isn't the healthiest trade as it reflects distrust in the system.
Healthcare waking up. $LLY still leads, but $JNJ, $MRK caught a large bid. Watching laggards like $PFE and $NVO but those need a catalyst.
After massive FY25 performances, I see 2026 as a rotation year. Last two years’ winners will likely underperform as the market either turns to less risks, or focuses on other verticals.
My personal view is that 2026 will see the AI bubble. The real one. Which is why I still own AI names today, but I am clearly not certain I still will by H2-26.
Bullish AI software/services short term, very bullish China, and closely watching healthcare and other "safer" names.
I don’t think 2026 will be bad. Quite the opposite. But I think those who don't take the turn will get burnt. Rotation is coming.
tweet
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Quiver Quantitative
We track election donations by employees of publicly traded companies.
Here's who has donated the most towards 2026:
Netflix: $2.0M - 99% Dem🔵
Google: $1.4M - 56% D🔵
Palantir: $1.1M - 75% R 🔴
Schwab: $1.1M - 98% R🔴
Microsoft: $576K - 77% D🔵
Coinbase: $543K - 59% D🔵 https://t.co/SBUrb4kkeU
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We track election donations by employees of publicly traded companies.
Here's who has donated the most towards 2026:
Netflix: $2.0M - 99% Dem🔵
Google: $1.4M - 56% D🔵
Palantir: $1.1M - 75% R 🔴
Schwab: $1.1M - 98% R🔴
Microsoft: $576K - 77% D🔵
Coinbase: $543K - 59% D🔵 https://t.co/SBUrb4kkeU
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Giuliano
Other ideas discussed:
- What no one sees must be good because you'll know.
- Focus on 2-3 things and just do that.
- Study greatness.
- How far can genius go if you don't stop it?
- Excess returns necessarily have a contrarian element.
- "Don't you people see that this is normal to me and that what is normal to you is abnormal to me?"
- We're biased to go with what's established.
- You need to constantly fight the environment.
https://t.co/SNwI8ivdfh
tweet
Other ideas discussed:
- What no one sees must be good because you'll know.
- Focus on 2-3 things and just do that.
- Study greatness.
- How far can genius go if you don't stop it?
- Excess returns necessarily have a contrarian element.
- "Don't you people see that this is normal to me and that what is normal to you is abnormal to me?"
- We're biased to go with what's established.
- You need to constantly fight the environment.
https://t.co/SNwI8ivdfh
tweet
X (formerly Twitter)
Giuliano (@Giuliano_Mana) on X
We sat down with @Chancellorpen and recorded the ideal podcast episode.
We talked about a wide range of books and ideas:
- Steve Jobs: Simplicity, create soulful work, focus.
- Darwin: Contrarianism, truth, what research really is.
- Munger: Take a simple…
We talked about a wide range of books and ideas:
- Steve Jobs: Simplicity, create soulful work, focus.
- Darwin: Contrarianism, truth, what research really is.
- Munger: Take a simple…
Giuliano
Other ideas discussed:
- What no one sees must be good because you'll know.
- Focus on 2-3 things and just do that.
- Study greatness.
- How far can genius go if you don't stop it?
- Excess returns necessarily have a contrarian element.
- "Don't you people see that this is normal to me and that what is normal to you is abnormal to me?"
- We're biased to go with what's established.
- You need to constantly fight the environment.
tweet
Other ideas discussed:
- What no one sees must be good because you'll know.
- Focus on 2-3 things and just do that.
- Study greatness.
- How far can genius go if you don't stop it?
- Excess returns necessarily have a contrarian element.
- "Don't you people see that this is normal to me and that what is normal to you is abnormal to me?"
- We're biased to go with what's established.
- You need to constantly fight the environment.
We sat down with @Chancellorpen and recorded the ideal podcast episode.
We talked about a wide range of books and ideas:
- Steve Jobs: Simplicity, create soulful work, focus.
- Darwin: Contrarianism, truth, what research really is.
- Munger: Take a simple idea and take it seriously.
- Michelangelo vs Da Vinci.
- Galois (unknown 20yr old genius).
- Ted Turner: Why the best ones do read Classics.
- Sinegal: Learned everything from Sol Price.
And a lot more.
It was real fun and I hope you enjoy it:
https://t.co/lJKXMIkkfy tweet
X (formerly Twitter)
Giuliano (@Giuliano_Mana) on X
We sat down with @Chancellorpen and recorded the ideal podcast episode.
We talked about a wide range of books and ideas:
- Steve Jobs: Simplicity, create soulful work, focus.
- Darwin: Contrarianism, truth, what research really is.
- Munger: Take a simple…
We talked about a wide range of books and ideas:
- Steve Jobs: Simplicity, create soulful work, focus.
- Darwin: Contrarianism, truth, what research really is.
- Munger: Take a simple…
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Dimitry Nakhla | Babylon Capital®
$FTAI launch of FTAI Power is interesting. By converting CFM56 engines into aeroderivative turbines for data-center power, $FTAI is positioning itself in front of AI-driven energy demand
If this scales & EBITDA exceeds ~$750M the stock likely deserves a meaningful re-rating https://t.co/FvMnme10na
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$FTAI launch of FTAI Power is interesting. By converting CFM56 engines into aeroderivative turbines for data-center power, $FTAI is positioning itself in front of AI-driven energy demand
If this scales & EBITDA exceeds ~$750M the stock likely deserves a meaningful re-rating https://t.co/FvMnme10na
FTAI Aviation $FTAI builds and leases jet engines—but with a twist
Instead of just renting engines to airlines, it owns, repairs, and rebuilds them through a vertically integrated system of engine modules and aftermarket parts
This lets $FTAI capture profits from both leasing and maintenance—two recurring, high-margin businesses
In short: $FTAI helps airlines keep planes flying while earning “toll-like” cash flows every time an engine needs repair or replacement
$FTAI is a business worth keeping an eye on
$FTAI trades for $182💵 / $18.66B Market Cap tweet