Offshore
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Dimitry Nakhla | Babylon Capital®
This is why you don’t pay 100x.
$NOW traded ~100x in Sept 2021 — and the stock is essentially flat since.
As Warren Buffett said: “A too-high purchase price… can undo the effects of a subsequent decade of favorable business developments.” https://t.co/bOgN0haSoM
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This is why you don’t pay 100x.
$NOW traded ~100x in Sept 2021 — and the stock is essentially flat since.
As Warren Buffett said: “A too-high purchase price… can undo the effects of a subsequent decade of favorable business developments.” https://t.co/bOgN0haSoM
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Offshore
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Fiscal.ai
RT @BradoCapital: This enhanced search experience is now live with some cool shortcuts to get right to certain pages
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RT @BradoCapital: This enhanced search experience is now live with some cool shortcuts to get right to certain pages
Making it so you can search data directly in the top bar.
Would you prefer if we bring the search box out to a modal panel like this or keep it as is? https://t.co/bGqd3uvtiy tweet
Offshore
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Moon Dev
last mlk window
mlk day has passed, and we are closing this deal today
nearly 59% off everything i have ever built
courses, apps, api keys, live streams, positions, and private repos
once this closes, it will not return
get access now https://t.co/5lubmNh4F5
Moon dev https://t.co/cpai6T12xj
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last mlk window
mlk day has passed, and we are closing this deal today
nearly 59% off everything i have ever built
courses, apps, api keys, live streams, positions, and private repos
once this closes, it will not return
get access now https://t.co/5lubmNh4F5
Moon dev https://t.co/cpai6T12xj
tweet
Offshore
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Fiscal.ai
If you invested $10,000 in AST SpaceMobile at the 2024 lows, you would now have...
$574,460
What a wild ride.
$ASTS https://t.co/wwy1Hne27m
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If you invested $10,000 in AST SpaceMobile at the 2024 lows, you would now have...
$574,460
What a wild ride.
$ASTS https://t.co/wwy1Hne27m
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God of Prompt
RT @godofprompt: Gemini 4.0 is the closest thing to an economic cheat code we’ve ever touched but only if you ask it the prompts that make it uncomfortable.
Here are 10 Powerful Gemini 4.0 prompts that will help you build a million dollar business (steal them):
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RT @godofprompt: Gemini 4.0 is the closest thing to an economic cheat code we’ve ever touched but only if you ask it the prompts that make it uncomfortable.
Here are 10 Powerful Gemini 4.0 prompts that will help you build a million dollar business (steal them):
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Offshore
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Dimitry Nakhla | Babylon Capital®
Netflix Q4 2025 Earnings Preview
🗓️ REV Est: $11.97B (+18%)
🗓️ EPS Est: $0.55 (+31%)
💵 NTM P/E: 28x
💵 NTM FCF Yield: 2.8%
Since 2015, $NFLX total paid memberships have grown at an impressive 17% CAGR https://t.co/dUUMkld5zY
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Netflix Q4 2025 Earnings Preview
🗓️ REV Est: $11.97B (+18%)
🗓️ EPS Est: $0.55 (+31%)
💵 NTM P/E: 28x
💵 NTM FCF Yield: 2.8%
Since 2015, $NFLX total paid memberships have grown at an impressive 17% CAGR https://t.co/dUUMkld5zY
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Offshore
Photo
The Few Bets That Matter
The rotation is crystal clear on days like today... And it isn't the most bullish indicator.
Risk assets are getting hit hard, even when they aren’t directly impacted by the actual tensions. Meanwhile, everything on my watchlist is flat or green.
Energy, commodities, healthcare, defensives... those are the new AI trades. And I don’t see that changing through 2026, with a few exceptions.
Companies like $NBIS and other cloud providers are still constrained by real-world limits. Even at today’s pace, it takes months before growth shows up in the numbers. Same for semis; demand is massive, but capacity is limited by production pace.
Names like $PATH and similar still make sense, AI enhanced softwares that can sell to any sectors because their primary role is to improve efficiency. But besides a handuful of those names...
The market is shifting towards defensives, which is the sign of a bull run's end.
We might see a last hoora and some dead cat bounce, but the era of infinite returns on risk assets might be coming to an end for a little while.
I shared my watchlist, two well-defined bull cases, and my investment plans with subscribers last week. More coming in the next few days. I also take any suggestion as I've been working on finding the best defensive plays the last weeks, and am always happy to look for more.
Tech won’t be the leader over the next year or two...
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The rotation is crystal clear on days like today... And it isn't the most bullish indicator.
Risk assets are getting hit hard, even when they aren’t directly impacted by the actual tensions. Meanwhile, everything on my watchlist is flat or green.
Energy, commodities, healthcare, defensives... those are the new AI trades. And I don’t see that changing through 2026, with a few exceptions.
Companies like $NBIS and other cloud providers are still constrained by real-world limits. Even at today’s pace, it takes months before growth shows up in the numbers. Same for semis; demand is massive, but capacity is limited by production pace.
Names like $PATH and similar still make sense, AI enhanced softwares that can sell to any sectors because their primary role is to improve efficiency. But besides a handuful of those names...
The market is shifting towards defensives, which is the sign of a bull run's end.
We might see a last hoora and some dead cat bounce, but the era of infinite returns on risk assets might be coming to an end for a little while.
I shared my watchlist, two well-defined bull cases, and my investment plans with subscribers last week. More coming in the next few days. I also take any suggestion as I've been working on finding the best defensive plays the last weeks, and am always happy to look for more.
Tech won’t be the leader over the next year or two...
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Offshore
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Quiver Quantitative
JUST IN: Representative Ro Khanna has introduced legislation to curb corporate landlords from buying up housing.
Trump recently signaled support for this idea, we will see if it receives a vote. https://t.co/xxib9YAAoR
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JUST IN: Representative Ro Khanna has introduced legislation to curb corporate landlords from buying up housing.
Trump recently signaled support for this idea, we will see if it receives a vote. https://t.co/xxib9YAAoR
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