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

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 - Dimitry Nakhla | Babylon Capital®
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EndGame Macro
https://t.co/DPgvFjypaP

WOW this hit hard!
Enjoy every minute!
It goes in a blink
🙏🏻🙏🏻🙏🏻 https://t.co/KdsKpmrqqY - Fletch17
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EndGame Macro
https://t.co/7s4JK1PzeV

WOW this hit hard!
Enjoy every minute!
It goes in a blink
🙏🏻🙏🏻🙏🏻 https://t.co/KdsKpmrqqY - Fletch17
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The Few Bets That Matter
If I were looking for the next stocks to buy, I wouldn't look at AI, I would look further.

Defensives $DVN $SLB $TGT
Healthcare laggard $PFE $NVO
Retail $LULU $DECK
China $JD $PDD
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EndGame Macro
https://t.co/rcQVD9pH8Q

US gas prices reach lowest level in 5 years amid supply glut

#MacroEdge - MacroEdge
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The Few Bets That Matter
$HIMS is down 45% since I closed my position six months ago.

I don't expect the stock to be better over the next months. https://t.co/DIOPWetja4

I decided to close my $HIMS position today, after last night's earnings.

If you are interested by a clear & unbiased summary of the earnings, why I am closing my position & why I believe $HIMS will go through some tough times, it's all detailed below.

https://t.co/vTcjV48al4 - The Few Bets That Matter
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God of Prompt
> find videos crushing it (1M+ views)
> https://t.co/xbX0h07vnI pulls the transcript
> prompt in the next tweet reverse-engineers their entire playbook
> got the hook patterns. retention tricks. emotional engineering. all of it.

“but isn’t that copying?”

no. you’re extracting patterns, not plagiarizing words.

Nike studies what makes Olympic athletes fast. You study what makes videos viral.

the prompt maps:
∙ 10+ different hook types they used
∙ exact moments they created curiosity gaps
∙ how they structured information flow
∙ templates you fill in for your topic

one transcript = blueprint for 50 videos.
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The Few Bets That Matter
$ASML was a no brainer, up ~66% in less than 6 months since this post.

Sometimes the market hands out gifts.

Is $ASML the best stock to buy at Monday's market open?

The company's mistake is to be cautious on guidance due to the actual economy & tariffs risks, while being a pillar of the AI revolution as its lithography hardware is needed everywhere to manufacture chips and many new manufacture hubs are being built in the U.S.

Most of AI hardware stocks are trading at ATH due to strong demand, results & guidance. Meanwhile, $ASML trades close to its lowest valuation ever, bouncing on its 200EMA which is historically a bottom.

A no brainer? - The Few Bets That Matter
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Wasteland Capital
$MU +10.5% on the first trading day of the year to $315, after +240% last year.

Having the highest 2026E revenue growth (+98%!) and lowest P/E of the S&P500 (9.1x), with a 48% net income margin, doesn’t hurt.

Memory is all.

Who told you first...
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