Dimitry Nakhla | Babylon Capital®
It’s not every day you can buy $NOW near a 4% FCF yield, after a ~42% drawdown, sitting just below its 200-week SMA https://t.co/ILYdnt8VuN

ServiceNow trades 25x NTM FCF Est 💵

2026E: $5.39B (+20% YoY)

2027E: $6.52B (+20% YoY)
2028E: $7.69B (+18% YoY)

$NOW https://t.co/FAKpzSQpXX - Dimitry Nakhla | Babylon Capital®
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Giuliano
I’ll be in New York for a couple of days this week. If anyone would like to meet to talk about books and investing, I’d be happy to. DMs open
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memenodes
monday morning feel, when you are unemployed https://t.co/jAVnn7cQtz
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Quiver Quantitative
BREAKING: Nancy Pelosi just filed new stock trades.

She filed over a dozen transactions including a purchase of up to $5M in Alliancebernstein stock, $AB.

Full trade list up on Quiver. https://t.co/NEB67onTTY
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Quiver Quantitative
BREAKING: Nancy Pelosi just filed new stock trades.

She filed over a dozen transactions including a purchase of up to $5M in AllianceBernstein stock, $AB.

Full trade list up on Quiver. https://t.co/HYqbByfMiR
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Clark Square Capital
RT @ClarkSquareCap: What are some of the coolest ways you have incorporated LLMs / vibe coding into your investing process? (Research, position tracking, etc)
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God of Prompt
RT @godofprompt: https://t.co/unM855Crkr
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Clark Square Capital
RT @TheAppInvestor: 📊Mobile App Stocks Wk 4, 2026
1) $GRVY tops the chart with New World crushing it in its first released region (Taiwan, Hong Kong). Steady #1 on iPhone and #5 on Android Play after 10+ days
2) Two meaningful launches by $BILI & $SGAMY

Commentary: https://t.co/cZJwq9cyBk https://t.co/FVZU2GSRGr
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Brady Long
This is cool

Introducing Verdent: Your AI-native partner for the new way to build software.
Verdent keeps work clean, fast, and good by default. With Plan Mode, ideas get clarified early, while Tasks and isolated Workspaces keep projects moving forward in parallel.
And it goes beyond coding, covering planning, docs, research, data, and more.

Bring the joy back to coding. Focus on creation.
If this resonates, come check us out on Product Hunt today. - Verdent
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Amazon remains one of Anthropic’s largest backers with roughly a 15% - 18% ownership stake, and Anthropic’s revenue run-rate has more than doubled to >$9B by the end of 2025 as enterprise adoption accelerates.

$AMZN

“Claude is incredible. Anthropic made a huge leap in coding and reasoning. Nvidia uses it all over. Every software company needs to use it," NVIDIA, $NVDA, CEO said. https://t.co/bf7HMOIxbH - unusual_whales
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