Offshore
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Dimitry Nakhla | Babylon Capital®
When you owned Google a few years ago while most called it an AI loser with a weakening moat & you held long enough to see the narrative completely flip to Google now widely labeled as an AI winner & leader
$GOOGL $GOOG https://t.co/SCriCMGf7c
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When you owned Google a few years ago while most called it an AI loser with a weakening moat & you held long enough to see the narrative completely flip to Google now widely labeled as an AI winner & leader
$GOOGL $GOOG https://t.co/SCriCMGf7c
tweet
Offshore
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The Few Bets That Matter
$GOOG delivers killer earnings and still closes red.
Why? Simple.
The market rewards one thing only: consistent, safe cash generation.
ROI doesn’t matter.
Demand doesn’t matter.
Technological revolution doesn’t matter.
No cash. No premium.
https://t.co/dDXxvy0GAk
$GOOGL, like $META before it, just told the market that nearly all yearly cash generation will be spent on CapEx ~$180B guided vs ~$100B expected.
AI hardware will keep generating cash and getting paid.
That doesn’t mean the market will reward the spenders - nor the one cashing the checks.
The market is not the economy.
The market is not the company.
The market rewards cash generation.
https://t.co/Rk1JDEiGz7
Not understanding this is a classic investor mistake.
This is risk-off.
Risk-on will return.
https://t.co/PmRyeSq4cp
tweet
$GOOG delivers killer earnings and still closes red.
Why? Simple.
The market rewards one thing only: consistent, safe cash generation.
ROI doesn’t matter.
Demand doesn’t matter.
Technological revolution doesn’t matter.
No cash. No premium.
https://t.co/dDXxvy0GAk
$GOOGL, like $META before it, just told the market that nearly all yearly cash generation will be spent on CapEx ~$180B guided vs ~$100B expected.
AI hardware will keep generating cash and getting paid.
That doesn’t mean the market will reward the spenders - nor the one cashing the checks.
The market is not the economy.
The market is not the company.
The market rewards cash generation.
https://t.co/Rk1JDEiGz7
Not understanding this is a classic investor mistake.
This is risk-off.
Risk-on will return.
https://t.co/PmRyeSq4cp
https://t.co/zE9lGv4sJw tweet
Offshore
Photo
The Few Bets That Matter
$GOOG delivers killer earnings and deserves a lower premium for it.
Why? Simple.
The market rewards one thing only: consistent, safe cash generation.
ROI doesn’t matter.
Demand doesn’t matter.
Technological revolution doesn’t matter.
No cash. No premium.
https://t.co/dDXxvy08KM
$GOOGL, like $META before it, just told the market that nearly all yearly cash generation will be spent on CapEx ~$180B guided vs ~$100B expected.
AI hardware will keep generating cash and getting paid.
That doesn’t mean the market will reward the spenders - nor the one cashing the checks.
The market is not the economy.
The market is not the company.
The market rewards cash generation.
https://t.co/Rk1JDEi8Jz
Not understanding this is a classic investor mistake.
This is risk-off.
Risk-on will return.
https://t.co/PmRyeSpwmR
tweet
$GOOG delivers killer earnings and deserves a lower premium for it.
Why? Simple.
The market rewards one thing only: consistent, safe cash generation.
ROI doesn’t matter.
Demand doesn’t matter.
Technological revolution doesn’t matter.
No cash. No premium.
https://t.co/dDXxvy08KM
$GOOGL, like $META before it, just told the market that nearly all yearly cash generation will be spent on CapEx ~$180B guided vs ~$100B expected.
AI hardware will keep generating cash and getting paid.
That doesn’t mean the market will reward the spenders - nor the one cashing the checks.
The market is not the economy.
The market is not the company.
The market rewards cash generation.
https://t.co/Rk1JDEi8Jz
Not understanding this is a classic investor mistake.
This is risk-off.
Risk-on will return.
https://t.co/PmRyeSpwmR
https://t.co/zE9lGv4sJw tweet
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Illiquid
Big time. +13% AH
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Big time. +13% AH
$SITM
and now updated with guidance
4/ https://t.co/S2lFvqBj5d tweet
Offshore
Video
God of Prompt
RT @godofprompt: The best AI company ad I’ve seen
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RT @godofprompt: The best AI company ad I’ve seen
Ads are coming to AI. But not to Claude. Keep thinking. https://t.co/n2yECeBWyT tweet
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God of Prompt
RT @godofprompt: openclaw released the genie out of the bottle
https://t.co/vNjLilP0iM lets AI agents hire real humans for paid tasks
> 7540 sign ups
> first paid transaction complete
> crypto payments integrated
this is wild https://t.co/SPSVvbyreS
tweet
RT @godofprompt: openclaw released the genie out of the bottle
https://t.co/vNjLilP0iM lets AI agents hire real humans for paid tasks
> 7540 sign ups
> first paid transaction complete
> crypto payments integrated
this is wild https://t.co/SPSVvbyreS
tweet
Offshore
Photo
God of Prompt
RT @godofprompt: Virtual assistants should be worried.
@genspark_ai just hit $155M ARR in 10 months and after trying it, I completely understand why.
This is a true all-in-one AI workspace 2.0 that genuinely replaces multiple standalone tools:
Slides • Design • Images • Data • Research
All integrated into a single, seamless interface.
Here's the game-changer:
For just $19.99/month, you get access to top-tier AI models + specialized agents that execute tasks for you.
tweet
RT @godofprompt: Virtual assistants should be worried.
@genspark_ai just hit $155M ARR in 10 months and after trying it, I completely understand why.
This is a true all-in-one AI workspace 2.0 that genuinely replaces multiple standalone tools:
Slides • Design • Images • Data • Research
All integrated into a single, seamless interface.
Here's the game-changer:
For just $19.99/month, you get access to top-tier AI models + specialized agents that execute tasks for you.
tweet