God of Prompt
> claude: best code writer, but stubborn on deprecated libraries. sometimes ignores your .md files entirely

> gemini: dementia-level hallucinations, but unmatched context window. can ingest 800-file codebases in one shot

> codex: 70% more PRs at OpenAI. compaction lets it work across millions of tokens. long-horizon agentic beast

> minimax: matches claude at 10% cost. best open-source default right now

> kimi: hit or miss. when it hits, rivals SOTA. when it misses, sad

> glm-4.7: $3/month claude alternative. 73.8% SWE-bench, preserved thinking across turns. underrated pick

> deepseek: smart but slow. good for debugging and planning big changes
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App Economy Insights
🗓️ Another massive earnings week ahead!

What are you watching?

• Monday: $PLTR $DIS
• Tuesday: $AMD $PYPL $PEP $MRK $PFE $CMG $AMGN $NTDOY
• Wednesday: $GOOG $UBER $LLY $NVO $ABBV $SNAP $TTWO
• Thursday: $AMZN $RBLX $RDDT $AFRM $TEAM

All visualized in our newsletter. https://t.co/5FSZTP1qs1
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Over the last five years, $MA has consistently converted ~50%–70% of incremental revenue into operating income and just posted its 𝙝𝙞𝙜𝙝𝙚𝙨𝙩 𝙞𝙣𝙘𝙧𝙚𝙢𝙚𝙣𝙩𝙖𝙡 𝙢𝙖𝙧𝙜𝙞𝙣 𝙤𝙛 72% 💳

2020→2021: 56%
2021→2022: 65%
2022→2023: 61%
2023→2024: 51%
2024→2025: 72% https://t.co/JEGf2s26V8

Chris Hohn, founder of TCI, views high incremental margins as one of the strongest signals of a company’s moat & pricing power💸

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

Here’s how to calculate it:

Pick two periods (Year 1 → Year 2)

Year 1 Revenue: $10B
Year 2 Revenue: $12B
Δ 𝐂𝐡𝐚𝐧𝐠𝐞: $𝟐𝐁

Year 1 Operating Income: $2B
Year 2 Operating Income: $3B
Δ 𝐂𝐡𝐚𝐧𝐠𝐞: $𝟏𝐁

𝐈𝐧𝐜𝐫𝐞𝐦𝐞𝐧𝐭𝐚𝐥 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐌𝐚𝐫𝐠𝐢𝐧 = Δ 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐈𝐧𝐜𝐨𝐦𝐞 / Δ 𝐑𝐞𝐯𝐞𝐧𝐮𝐞

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

𝘔𝘦𝘢𝘯𝘪𝘯𝘨: 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 — the traits that allow a great business to compound faster as it scales. It’s one of the cleanest ways to see whether a company’s moat is strengthening & efficiently scaling.

I’ve included 4 high-quality stocks with their incremental operating margins since 2021 for further example 👇🏽

$FICO $MSFT $MA $NFLX - Dimitry Nakhla | Babylon Capital®
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Dimitry Nakhla | Babylon Capital®
The average FCF margin across $SPY is ~10%

Here are 15 companies with FCF margins ≥30% or 3x the market — in other words, for every $100 of revenue, they produce $30+ in FCF💰

1. $LRCX 30%
2. $CPRT 30%
3. $MCO 32%
4. $ALAB 32%
5. $BKNG 32%
6. $INTU 33%
7. $ASML 34%
8. $KLAC 34%
9. $NOW 35%
10. $FICO 36%
11. $SPGI 36%
12. $PANW 39%
13. $NVDA 41%
14. $PLTR 46%
15. $ICE 46%
16. $ANET 48%
17. $MSCI 49%
18. $MA 52%
19. $APP 54%
20. $V 55%

*LTM FCF Margin
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Moon Dev
you must test your trading strategies across multiple folds

or you are just gambling https://t.co/tTPHJOk3hg
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God of Prompt
RT @rryssf_: https://t.co/POKe7RUmoU
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God of Prompt
RT @godofprompt: Perplexity just replaced my entire research workflow.

No more opening 50 tabs. No more saving bookmarks. No more "where did I see that?"

Here are 10 Perplexity prompts that replaced my research tools: https://t.co/KryzV5nPk0
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The Few Bets That Matter
Saylor doens't have a liquidation price.
He had an expiration date.

Very different situations.

$BTC $MSTR
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God of Prompt
RT @godofprompt: This guy literally dropped a 25-min masterclass on Lovable from idea to MVP!
https://t.co/wOq5SaNAX7
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God of Prompt
RT @alex_prompter: the best 20 accounts to follow in AI:

@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas ki…
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