Offshore
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Quiver Quantitative
Nancy Pelosi has filed new stock trades in January or February of every year since 2020.

Get ready for what might be her last.

Turn on notifications to get an alert right when she files, or check out our app:

https://t.co/hP9BfQ4z8g https://t.co/LxGVBv63cw
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Offshore
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Brady Long
RT @thisguyknowsai: GROK AI NOW ANALYZES AND SUMMARIZES VIDEOS INSTANTLY

Grok just watched a 30-minute video interview, studied it, analyzed it, in under 40 seconds.

Here are 10 killer prompts to supercharge your video game:

https://t.co/1x6epKaAc5
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Offshore
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Dimitry Nakhla | Babylon Capitalยฎ
Chris Hohn, founder of TCI, views high incremental margins as one of the strongest signals of a companyโ€™s moat & pricing power๐Ÿ’ธ

Incremental operating margin tells you how much additional operating income a business generates for every additional $1 of revenue.

Hereโ€™s how to calculate it:

Pick two periods (Year 1 โ†’ Year 2)

Year 1 Revenue: $10B
Year 2 Revenue: $12B
ฮ” ๐‚๐ก๐š๐ง๐ ๐ž: $๐Ÿ๐

Year 1 Operating Income: $2B
Year 2 Operating Income: $3B
ฮ” ๐‚๐ก๐š๐ง๐ ๐ž: $๐Ÿ๐

๐ˆ๐ง๐œ๐ซ๐ž๐ฆ๐ž๐ง๐ญ๐š๐ฅ ๐Ž๐ฉ๐ž๐ซ๐š๐ญ๐ข๐ง๐  ๐Œ๐š๐ซ๐ ๐ข๐ง = ฮ” ๐Ž๐ฉ๐ž๐ซ๐š๐ญ๐ข๐ง๐  ๐ˆ๐ง๐œ๐จ๐ฆ๐ž / ฮ” ๐‘๐ž๐ฏ๐ž๐ง๐ฎ๐ž

So: $1B / $2B = 50%

๐˜”๐˜ฆ๐˜ข๐˜ฏ๐˜ช๐˜ฏ๐˜จ: 50 cents of every new $1 of revenue fell to operating profit.
___

Why this matters: High incremental margins usually signal low incremental costs, pricing power, & structural operating leverage โ€” the traits that allow a great business to compound faster as it scales. Itโ€™s one of the cleanest ways to see whether a companyโ€™s moat is strengthening & efficiently scaling.

Iโ€™ve included 4 high-quality stocks with their incremental operating margins since 2021 for further example ๐Ÿ‘‡๐Ÿฝ

$FICO $MSFT $MA $NFLX
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Offshore
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God of Prompt
RT @prompt_copilot: your prompts suck and your AI forgets you exist

we fixed both:
โ†’ prompt enhancement that actually works
โ†’ context profiles that follow you everywhere

same you, any AI.

start for free ๐Ÿ‘‰ https://t.co/TKMMCzVWj1 https://t.co/xzSQCkyvu7
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Offshore
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Dimitry Nakhla | Babylon Capitalยฎ
Constellation Software in 4 Charts ๐Ÿ“Š

$CSU $CSU.TO https://t.co/aNajVAoxP4
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Moon Dev
told you the opps are lurking

thats why i do private zoom streams only now

monday, 7a-10a est: https://t.co/0nUK5sWEuB https://t.co/suNtZ4dtDG

claude code for trading is nuts

this is how it can help you automate your trading in 2026

im not teaching this stuff anymore so you may wanna bm this https://t.co/1b4s020nvP
- Moon Dev
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