Offshore
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God of Prompt
*Exceeded maximum compactions per block* https://t.co/fP3yPRRLAG
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*Exceeded maximum compactions per block* https://t.co/fP3yPRRLAG
*Claude's response could not be fully generated* tweet
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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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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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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Offshore
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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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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
$TRI Thomson Reuters CEO: "We believe and all the evidence in the marketplace today supports the fact that a general purpose model cannot do what professional-grade AI can do...the stakes for professionals are extraordinarily high. They must be correct. They're doing expert fiduciary work and they require data privacy and security. And ultimately, they are accountable for being correct"
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$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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Offshore
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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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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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Offshore
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Moon Dev
opus 4.6 just made it possible to have ai agents work for you 24/7
they can do anything you can write into a doc or explain in a video
employees are cooked
bringing on 3 clients in this closed beta: https://t.co/77Y7hzzevh https://t.co/n6y0y9ECZm
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opus 4.6 just made it possible to have ai agents work for you 24/7
they can do anything you can write into a doc or explain in a video
employees are cooked
bringing on 3 clients in this closed beta: https://t.co/77Y7hzzevh https://t.co/n6y0y9ECZm
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Offshore
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Brady Long
Skywork just dropped SkyBot Beta which is basically a 24/7 AI sidekick.
I know people say this a lot but it actually works while you’re sleeping. Or gambling on the Super Bowl😂
No hosting headaches or security paranoia. Just chat with bro on WhatsApp, Telegram, or Discord.
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Skywork just dropped SkyBot Beta which is basically a 24/7 AI sidekick.
I know people say this a lot but it actually works while you’re sleeping. Or gambling on the Super Bowl😂
No hosting headaches or security paranoia. Just chat with bro on WhatsApp, Telegram, or Discord.
Introducing SkyBot: Your 24/7 Proactive AI Works While you Sleep
We've removed the friction of hosting and the worry of security risks. Start chatting with SkyBot on WhatsApp, Telegram, or Discord.
Claim your SkyBot on Skywork and reclaim your Super Bowl weekend! https://t.co/ZcKhZj9oCl tweet
Offshore
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Moon Dev
My clawdbot will make me a billionaire
I’ve got her watching TikTok all day doing some social arbitrage
Inspired by @DumbMoneyTV
She will find trends 6 months before Wall Street
Working 24/7/365 https://t.co/luYyZqVEL9
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My clawdbot will make me a billionaire
I’ve got her watching TikTok all day doing some social arbitrage
Inspired by @DumbMoneyTV
She will find trends 6 months before Wall Street
Working 24/7/365 https://t.co/luYyZqVEL9
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