The Transcript
$TER CEO showing restraint even with backlog at decade highs & a record Q1 guide:

"We have a fair amount of strength in Q1. We don't have great visibility into H2, so we're a little bit cautious that we don't want people to sort of take that and run with it for the full year. We expect that we're in kind of a two, three-quarter surge that may lead to a shorter period of digestion afterwards."

TER is always insanely conservative on their call (for evidence, every single quarter they've beat their quarterly earnings estimate...for a decade). To be honest, I was wondering how they'd manage to talk this down after those numbers but they did it.

They are simply not the company that's going to tell you directly how hard they're killing it lmao. - Citrini
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The Transcript
RT @TheTranscript_: $WMT CFO: Walmart’s advertising and membership streams now drive a third of operating income.

“The combination of advertising and membership fee income represented approximately 1/3 of our consolidated adjusted operating income... Walmart Connect in the US ex-Vizio grew 33%... Membership income increased 17% across the enterprise.”
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The Transcript
RT @TheTranscript_: $WMT CEO on how they plan to use Agentic AI:

"And we can see a future that is agentic AI is going to help lift some of the things that customers don't enjoy about shopping off of their shoulders. I get most excited about replenishment." https://t.co/8udQCgdklK
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Ferrari is in its largest drawdown since IPO, down -42% from highs, yet still a +21% CAGR since IPO 🏎️

$RACE NTM P/E approaching <30x — a level $RACE hasn’t spent much time at historically https://t.co/OtCH2JeaaW
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The Transcript
$WMT joins the $1T+ market-cap club.

Next earnings call scheduled for February 19, roughly two weeks out https://t.co/gxFsvfYTRq

$WMT CEO on how they plan to use Agentic AI:

"And we can see a future that is agentic AI is going to help lift some of the things that customers don't enjoy about shopping off of their shoulders. I get most excited about replenishment." https://t.co/8udQCgdklK - The Transcript
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Javier Blas
BREAKING: Glencore agrees to sell 40% stake on its two African copper and cobalt businesses to a US government-backed group as Washington continues to seek more control over critical minerals. The deal values the 100% of the mines at $9 billion, including debt. $GLEN https://t.co/huykIOrtUG
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Javier Blas
Under Donald Trump, the US government is relying heavily upon some of the world's top commodity traders:

- Deal with Glencore to buy Congo copper/cobalt mines
- Using Vitol and Trafigura to move Venezuela oil
- Mercuria, Hartree, and Traxys involved on Project Vault
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God of Prompt
RT @godofprompt: ChatGPT's custom instructions feature is insanely powerful.

But 99% of people write garbage instructions.

I tested 200+ custom instruction sets.

These 5 patterns increased output quality by 3.4x: https://t.co/xVEOxr2Gm8
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Bourbon Capital
$HOOD is down 41% from its highs

At what price are you waiting to buy? https://t.co/NE12DRKjtY
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