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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Fiscal.ai
"This is a $1T company in the making. I can't fathom a better entry point for what ServiceNow is building... This is a one of one company. That's not speculation, it's a fact."

- Bill McDermott, CEO ServiceNow

$NOW https://t.co/aNlvXxZNTU
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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 king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king

follow them all and learn.
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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 king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king

follow them all and learn.
tweet

God of Prompt
RT @alex_prompter: the best 20 accounts to follow in AI:

@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king

follow them all and learn.
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Moon Dev
not only do i drop alpha on private zooms

i show the real robustness tests

im chasing you Jim https://t.co/15eDHiezck
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Brady Long
Can we just stop posting about Moltbook for like 24 hours.

Tryna kick back a few brews with the boys this weekend
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $FICO incremental operating margins since Q1 2024 (QoQ)🏦

Q4 2023 → Q1 2024: 187%
Q1 2024 → Q2 2024: 84%
Q2 2024 → Q3 2024: -33%
Q3 2024 → Q4 2024: 116%
Q4 2024 → Q1 2025: 128%
Q1 2025 → Q2 2025: 113%
Q2 2025 → Q3 2025: 45%
Q3 2025 → Q4 2025: 123%
Q4 2025 → Q1 2026: 82% https://t.co/Q8Q7x7rRcy

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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God of Prompt
RT @alex_prompter: the best 20 accounts to follow in AI:

@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king

follow them all and learn.
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