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The Few Bets That Matter
$LULU's management shared they were expecting their Q4-25 to be on the high end of their guidance.
Glad I bought last week.
"Based on our performance over the holiday period, we expect to achieve the higher end of our previously communicated fourth quarter net revenue and EPS guidance. We remain focused on executing our action plan to drive improvement in our U.S. business and look forward to the opportunities in front of us."
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$LULU's management shared they were expecting their Q4-25 to be on the high end of their guidance.
Glad I bought last week.
"Based on our performance over the holiday period, we expect to achieve the higher end of our previously communicated fourth quarter net revenue and EPS guidance. We remain focused on executing our action plan to drive improvement in our U.S. business and look forward to the opportunities in front of us."
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The Few Bets That Matter
This algorithm change is a massacre.
Content quality has not improved. And small creators are now effectively cut off from their own subscriber base with absurdly low reach, regardless of content's quality.
The algorithm decides what to push or not based on a very small & early sample that is most of the time not representative of global interest.
If I have 10k followers and my post is initially shown to 500 people who are not interested - and that is what happens based on my own stats, the algorithm concludes the content is not worth pushing further.
Less than 10% of your follower base decides of the fate of your post. And that's meant to improve content quality?
What gets pushed today is content that generates engagement fast, from a small portion of users, and X management assumes that this content is quality content.
What other kind of content could generate interest rapidly but quality? Cmon, we're on X, only quality matters here!
My ass.
Most aren't here for quality, and reducing reach won't boost quality either way, far from it, it'll just arbitrarily push the posts which do well in the first 10min on a small user base. And those are rarely qualitative.
What takes off isnโt quality, itโs whatever triggers quick reactions. Everything else is muted, not just lost in the flow of fast consumed content as it used to be, that was ok. No, muted. By design.
It's really motivating. Great job.
tweet
This algorithm change is a massacre.
Content quality has not improved. And small creators are now effectively cut off from their own subscriber base with absurdly low reach, regardless of content's quality.
The algorithm decides what to push or not based on a very small & early sample that is most of the time not representative of global interest.
If I have 10k followers and my post is initially shown to 500 people who are not interested - and that is what happens based on my own stats, the algorithm concludes the content is not worth pushing further.
Less than 10% of your follower base decides of the fate of your post. And that's meant to improve content quality?
What gets pushed today is content that generates engagement fast, from a small portion of users, and X management assumes that this content is quality content.
What other kind of content could generate interest rapidly but quality? Cmon, we're on X, only quality matters here!
My ass.
Most aren't here for quality, and reducing reach won't boost quality either way, far from it, it'll just arbitrarily push the posts which do well in the first 10min on a small user base. And those are rarely qualitative.
What takes off isnโt quality, itโs whatever triggers quick reactions. Everything else is muted, not just lost in the flow of fast consumed content as it used to be, that was ok. No, muted. By design.
It's really motivating. Great job.
tweet
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Fiscal.ai
Here are the 10 highest dividend yields in the S&P 500:
1. $LYB: 12.2%
2. $ARE: 8.9%
3. $CAG: 8.7%
4. $MO: 7.7%
5. $DOC: 7.4%
6. $VZ: 6.9%
7. $PFE: 6.8%
8. $KHC: 6.7%
9. $PGR: 6.6%
10. $VICI: 6.5% https://t.co/fkQIn5SZiF
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Here are the 10 highest dividend yields in the S&P 500:
1. $LYB: 12.2%
2. $ARE: 8.9%
3. $CAG: 8.7%
4. $MO: 7.7%
5. $DOC: 7.4%
6. $VZ: 6.9%
7. $PFE: 6.8%
8. $KHC: 6.7%
9. $PGR: 6.6%
10. $VICI: 6.5% https://t.co/fkQIn5SZiF
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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: A few noteworthy observations on $UBER
Revenue mix has materially diversified
๐๐จ๐๐ข๐ฅ๐ข๐ญ๐ฒ is no longer the whole story โ ๐๐๐ฅ๐ข๐ฏ๐๐ซ๐ฒ has gone from negligible to meaningful contributors over time, reducing reliance on a single segment
๐๐จ๐๐ข๐ฅ๐ข๐ญ๐ฒ continues to scale, even as growth normalizes. Absolute mobility revenue keeps climbing to new highs, while YoY growth has settled into a more sustainable range
๐๐๐ฅ๐ข๐ฏ๐๐ซ๐ฒ is re-accelerating. After a digestion phase, Delivery growth has picked back up into the high-teens / low-20% range, showing the segment still has legs at scale
๐๐ญ๐ข๐ต๐ง๐ฐ๐ณ๐ฎ ๐ฆ๐ฏ๐จ๐ข๐จ๐ฆ๐ฎ๐ฆ๐ฏ๐ต keeps expanding as ๐๐ฐ๐ฏ๐ต๐ฉ๐ญ๐บ ๐๐ค๐ต๐ช๐ท๐ฆ ๐๐ญ๐ข๐ต๐ง๐ฐ๐ณ๐ฎ ๐๐ฐ๐ฏ๐ด๐ถ๐ฎ๐ฆ๐ณ๐ด have steadily increased to new highs, reinforcing Uberโs network effects across rides, delivery, & freight
A combination of scaling, diversification, & improving durability across the platform
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RT @DimitryNakhla: A few noteworthy observations on $UBER
Revenue mix has materially diversified
๐๐จ๐๐ข๐ฅ๐ข๐ญ๐ฒ is no longer the whole story โ ๐๐๐ฅ๐ข๐ฏ๐๐ซ๐ฒ has gone from negligible to meaningful contributors over time, reducing reliance on a single segment
๐๐จ๐๐ข๐ฅ๐ข๐ญ๐ฒ continues to scale, even as growth normalizes. Absolute mobility revenue keeps climbing to new highs, while YoY growth has settled into a more sustainable range
๐๐๐ฅ๐ข๐ฏ๐๐ซ๐ฒ is re-accelerating. After a digestion phase, Delivery growth has picked back up into the high-teens / low-20% range, showing the segment still has legs at scale
๐๐ญ๐ข๐ต๐ง๐ฐ๐ณ๐ฎ ๐ฆ๐ฏ๐จ๐ข๐จ๐ฆ๐ฎ๐ฆ๐ฏ๐ต keeps expanding as ๐๐ฐ๐ฏ๐ต๐ฉ๐ญ๐บ ๐๐ค๐ต๐ช๐ท๐ฆ ๐๐ญ๐ข๐ต๐ง๐ฐ๐ณ๐ฎ ๐๐ฐ๐ฏ๐ด๐ถ๐ฎ๐ฆ๐ณ๐ด have steadily increased to new highs, reinforcing Uberโs network effects across rides, delivery, & freight
A combination of scaling, diversification, & improving durability across the platform
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Moon Dev
the riskiest thing a trader can take
is to bet on their emotions over the next 1000 trades https://t.co/EiEUr4ktuj
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the riskiest thing a trader can take
is to bet on their emotions over the next 1000 trades https://t.co/EiEUr4ktuj
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App Economy Insights
$META Zuck launches "Meta Compute."
โข New top-level AI infrastructure unit
โข Led by Santosh Janardhan (ex-Google)
โข Building tens of gigawatts this decade
โข Hundreds of gigawatts over time โก๏ธ https://t.co/CfMxwwQZ5Q
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$META Zuck launches "Meta Compute."
โข New top-level AI infrastructure unit
โข Led by Santosh Janardhan (ex-Google)
โข Building tens of gigawatts this decade
โข Hundreds of gigawatts over time โก๏ธ https://t.co/CfMxwwQZ5Q
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Clark Square Capital
RT @Reignots: The news isnโt even on any of $GRVY news or SEC filings since it happened at the GungHo level - Gravity is 20-25% of GungHoโs equity value at current discount so itโs a material part of the turnaround story being pushed by Strategic. Few besides @ClarkSquareCap is on top of this. https://t.co/KgdmRFoYIh
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RT @Reignots: The news isnโt even on any of $GRVY news or SEC filings since it happened at the GungHo level - Gravity is 20-25% of GungHoโs equity value at current discount so itโs a material part of the turnaround story being pushed by Strategic. Few besides @ClarkSquareCap is on top of this. https://t.co/KgdmRFoYIh
This is it - the ignition catalyst. Didnโt think weโd ever get that fossil out. A big win for Japanese activism. PT $80-100 if ANY return of capital is considered. $GRVY tweet
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The Few Bets That Matter
$DUOL just made a fresh 52-week low.
It doesnโt matter how much you like it, the stock wonโt be rewarded until we have a clear view on growth. At 8ร sales, anything under 30% growth gets punished.
The market prices the future, not the past. Stop looking backward, past growth doesn't matter.
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$DUOL just made a fresh 52-week low.
It doesnโt matter how much you like it, the stock wonโt be rewarded until we have a clear view on growth. At 8ร sales, anything under 30% growth gets punished.
The market prices the future, not the past. Stop looking backward, past growth doesn't matter.
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