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God of Prompt
How People Really Use ChatGPT — Smart Uses You Haven’t Tried
Unlock AI’s full potential now.
• Use work hacks
• Enhance personal growth
• Explore smart uses
🔗 Click below to read more:
https://t.co/L4yfKUASB1 https://t.co/a0owOf63Hs
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How People Really Use ChatGPT — Smart Uses You Haven’t Tried
Unlock AI’s full potential now.
• Use work hacks
• Enhance personal growth
• Explore smart uses
🔗 Click below to read more:
https://t.co/L4yfKUASB1 https://t.co/a0owOf63Hs
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Fiscal.ai
RT @StockMKTNewz: Tesla $TSLA brought in $94.8 Billion of Revenue in 2025 up from $31.5B in 2020 https://t.co/j4W96DOkXp
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RT @StockMKTNewz: Tesla $TSLA brought in $94.8 Billion of Revenue in 2025 up from $31.5B in 2020 https://t.co/j4W96DOkXp
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The Few Bets That Matter
Keep in mind that $META expenses include depreciation and amortization.
You can’t complain twice; once when CapEx is spent, and again later when D&A hits margins.
Chose your poison.
From a cash perspective, the money was already spent when the infrastructure was bought. D&A impacts the P&L, not actual cash flow.
So if margins start to look compressed, check FCF instead of net income. Cash generation will stay strong even if margins and net income take a hit.
If anything, the income is used for taxes so it could reduce them which would be a net positive for $META without any impact on its cash generation.
This will matter a lot when looking at hyperscalers the next few quarters.
Understand the difference.
tweet
Keep in mind that $META expenses include depreciation and amortization.
You can’t complain twice; once when CapEx is spent, and again later when D&A hits margins.
Chose your poison.
From a cash perspective, the money was already spent when the infrastructure was bought. D&A impacts the P&L, not actual cash flow.
So if margins start to look compressed, check FCF instead of net income. Cash generation will stay strong even if margins and net income take a hit.
If anything, the income is used for taxes so it could reduce them which would be a net positive for $META without any impact on its cash generation.
This will matter a lot when looking at hyperscalers the next few quarters.
Understand the difference.
$META EXPECTS FULL YEAR 2026 EXPENSES TO BE IN THE RANGE OF $162B-$169B
"Majority of expense growth infrastructure costs" 🤯 https://t.co/xMVRrMsPKt tweet
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The Few Bets That Matter
$TSLA closing FY25
Down 3% in revenues.
Down 47% in income.
Stock up 14% YoY.
How can't you love this company? https://t.co/anOoEyrenS
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$TSLA closing FY25
Down 3% in revenues.
Down 47% in income.
Stock up 14% YoY.
How can't you love this company? https://t.co/anOoEyrenS
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The Few Bets That Matter
$MSFT backlog pulling an $ORCL.
I guess those won't ever be paid as well because AI is a bubble which generates no cash and spending will fade. https://t.co/4nbGn3jlo7
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$MSFT backlog pulling an $ORCL.
I guess those won't ever be paid as well because AI is a bubble which generates no cash and spending will fade. https://t.co/4nbGn3jlo7
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Brady Long
RT @thisguyknowsai: ChatGPT didn’t replace work.
It replaced thinking about work.
@genspark_ai replaces the work itself.
($100M ARR in 9 months btw)
Genspark just rolled out AI Workspace 2.0 and it’s one of the most impressive things I've seen this year.
Here’s what I asked it to do 👇 https://t.co/mClKALjmgR
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RT @thisguyknowsai: ChatGPT didn’t replace work.
It replaced thinking about work.
@genspark_ai replaces the work itself.
($100M ARR in 9 months btw)
Genspark just rolled out AI Workspace 2.0 and it’s one of the most impressive things I've seen this year.
Here’s what I asked it to do 👇 https://t.co/mClKALjmgR
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The Few Bets That Matter
RT @WealthyReadings: $PATH is reaching maximum opportunity.
I doubled my position and added long-term options.
The company is at an inflection point. ARR is starting to accelerate, guidance points to it being a trend, not a one-time event.
AI services that actually improve workflows are the next leg of AI growth. They’re still rare but overly valubale to companies who struggle to improve further without advanced technologies; $PATH is one of them.
Valuation is attractive below 5x sales for 15%+ growth, with signs of acceleration. AI software growing above 20% trades closer to 8x sales or more, higher with growth acceleration.
Price action is also in the best spot based on earlier behavior: last time price bounced on the weekly 50 it bounced 50%+. This has to be the bottom to keep the uptrend.
Fundamentals are strong. Valuation is healthy. Price action is clean.
If we don’t go big when these opportunities show up, we never do.
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RT @WealthyReadings: $PATH is reaching maximum opportunity.
I doubled my position and added long-term options.
The company is at an inflection point. ARR is starting to accelerate, guidance points to it being a trend, not a one-time event.
AI services that actually improve workflows are the next leg of AI growth. They’re still rare but overly valubale to companies who struggle to improve further without advanced technologies; $PATH is one of them.
Valuation is attractive below 5x sales for 15%+ growth, with signs of acceleration. AI software growing above 20% trades closer to 8x sales or more, higher with growth acceleration.
Price action is also in the best spot based on earlier behavior: last time price bounced on the weekly 50 it bounced 50%+. This has to be the bottom to keep the uptrend.
Fundamentals are strong. Valuation is healthy. Price action is clean.
If we don’t go big when these opportunities show up, we never do.
https://t.co/BXN5Zt5Gvr tweet
The Few Bets That Matter
RT @WealthyReadings: How long before we accept that a stock just isn’t ready to go higher?
Every day, hundreds tell you to buy $ADBE $DUOL $HIMS $UNH $NFLX $PYPL & co.
Yet they keep printing yearly lows. Which gives them even more attention.
People love losers. And being down 50% apparently.
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RT @WealthyReadings: How long before we accept that a stock just isn’t ready to go higher?
Every day, hundreds tell you to buy $ADBE $DUOL $HIMS $UNH $NFLX $PYPL & co.
Yet they keep printing yearly lows. Which gives them even more attention.
People love losers. And being down 50% apparently.
https://t.co/gymKiwJpsu tweet
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The Few Bets That Matter (@WealthyReadings) on X
The FinX Darlings & Why Not to Buy Them