The Transcript
$AMZN CEO: "AWS growth continued to accelerate to 24%, the fastest we've seen in 13 quarters, up $2.6 billion quarter over quarter and nearly $7 billion year over year." https://t.co/EOCk99gJ5y
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God of Prompt
RT @godofprompt: Claude Opus 4.6 is a monster.

I just used it for:

- automating marketing tasks
- building full websites and apps
- writing viral X threads, LinkedIn posts, and YouTube scripts

And it did all this in minutes.

Here are 10 prompts you can steal to unlock its full potential: https://t.co/bpXZy0CfyK
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Brady Long
RT @thisdudelikesAI: Just made a product video that would've taken me 8 hours in After Effects.

Took 90 seconds with a prompt.

@TopviewAIhq's new Vibe Editing is actually insane.

Just type what you want. It creates it. https://t.co/puw4CM214q
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God of Prompt
*Exceeded maximum compactions per block* https://t.co/fP3yPRRLAG

*Claude's response could not be fully generated* - Alex Prompter
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Dimitry Nakhla | Babylon Capital®
10 Quality Compounders Trading <30x15% CAGR | PEG 💵

$MA 27x | 16% | 1.68
$MSFT 22x | 16% | 1.37
$NFLX 26x | 19% | 1.36
$META 21x | 16% | 1.31
$NVDA 26x | 20% | 1.30
$FICO 29x | 23% | 1.26
$NOW 24x | 20% | 1.20
$APP 29x | 26% | 1.11
$AMZN 27x | 30% | 0.90
$CSU 15x | 20% | 0.75
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Dimitry Nakhla | Babylon Capital®
10 Quality Compounders Trading <30x15% CAGR | PEG 💵

1. $MA 27x | 16% | 1.68
2. $MSFT 22x | 16% | 1.37
3. $NFLX 26x | 19% | 1.36
4. $META 21x | 16% | 1.31
5. $NVDA 26x | 20% | 1.30
6. $FICO 29x | 23% | 1.26
7. $NOW 24x | 20% | 1.20
8. $APP 29x | 26% | 1.11
9. $AMZN 27x | 30% | 0.90
10. $CSU 15x | 20% | 0.75
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The Transcript
RT @TheTranscript_: Alphabet CBO: "For FY 2025, our YouTube's annual revenue surpassed $60B across ads and subscriptions. In Q4, YouTube ads was driven, indeed, by strong growth and direct response." $GOOG $GOOGL https://t.co/oB5gWSIFmX
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The Transcript
$TRI Thomson Reuters CEO: "We believe and all the evidence in the marketplace today supports the fact that a general purpose model cannot do what professional-grade AI can do...the stakes for professionals are extraordinarily high. They must be correct. They're doing expert fiduciary work and they require data privacy and security. And ultimately, they are accountable for being correct"
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Dimitry Nakhla | Babylon Capital®
Over the past 10 years, $MSFT has only experienced -25% drawdowns three times:

1. 2020 flash crash
2. 2022 bear market
3. Today

It’s rare to see $MSFT trade >25% below its highs — especially while fundamentals remain strong, the balance sheet is pristine, and the moat is firmly intact.

If $MSFT compounds earnings in the mid-teens over the next several years (a reasonable base case), periods like this tend to look very different in hindsight as they did in the past.

Volatility is the price of admission.

Long-term compounding is the reward.
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