Benjamin Hernandez😎
Good morning.

The pre-market session is active with $GLW, $TTWO, and $ORCL showing strength. We are also monitoring $SQ and $SHOP for breakouts.

Make sure you are not over-trading the morning volatility. Stick to your proven strategy. ✅ https://t.co/gxnsQrzUuM
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Startup Archive
Elon Musk: “Failure is irrelevant unless it’s catastrophic”

Elon is asked why he’s so tolerant of the failure that often stems from taking big risks, to which he responds:

“I think of these things as: There’s a certain amount of time, and within that time, you want the best net outcome. For the set of actions you can do, there will be some which will fail and some which will succeed. And you want the net useful output of your actions to be the highest.”

He uses baseball as an analogy:

“You can’t just sit there and wait for the perfect pitch . . . So what you’re really looking for is: What’s the batting average? There’s going to be some amount of failure. You just want your net useful output to be maximized. Failure is essentially irrelevant unless it’s catastrophic.”
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God of Prompt
RT @godofprompt: Remotion-style motion videos used to require coding, CLI setup, and hours of debugging.

Now you just type a prompt.

@TopviewAIhq just launched Vibe Editing in beta and it's exactly what it sounds like:

> Describe the video you want
> Upload your assets (or don't)
> The AI agent builds the whole thing in your browser

No local installation. No environment setup. No timeline editing.

Product launches, explainer videos, promo clips... all from a text prompt.

This is what "vibe coding" looks like for video.

Now launched on beta.

Try it!
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Benjamin Hernandez😎
$UOKA was a textbook win yesterday. Group got in before the crowd and locked +89.92%. We’ve now pivoted to $NBY, $LIMN, $TIVC & $IINN. Full alert breakdown is inside.

Join here👉 https://t.co/71FIJIdBXe

Send “Hi” and I’ll send you the setup right now
$GME $HOOD $SOFI $PLTR $TSM

Good morning.

The pre-market session is active with $GLW, $TTWO, and $ORCL showing strength. We are also monitoring $SQ and $SHOP for breakouts.

Make sure you are not over-trading the morning volatility. Stick to your proven strategy. ✅ https://t.co/gxnsQrzUuM - Benjamin Hernandez😎
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The Transcript
RT @TheTranscript_: $INTC CEO on the key constraint:

"I think, for a lot of my customer is memory. Memory, actually, there's no relief as far as I know, when I talk to only 3 key players, 2 of them I talked to very frequently. And then they told me that Lip-Bu, there's no relief until 2028"
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Dimitry Nakhla | Babylon Capital®
Chris Hohn on why Aerospace sits firmly in his investable universe:

“Aerospace is a sector we’ve come to understand where the barriers to entry are multiple… hard assets, contracts, network effects… intellectual property, contracts, installed base, regulatory switching costs.”
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𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧:

𝙏𝙝𝙚 𝙢𝙤𝙨𝙩 𝙙𝙪𝙧𝙖𝙗𝙡𝙚 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙚𝙨 𝙙𝙤𝙣’𝙩 𝙧𝙚𝙡𝙮 𝙤𝙣 𝙤𝙣𝙚 𝙢𝙤𝙖𝙩 — 𝙩𝙝𝙚𝙮 𝙨𝙩𝙖𝙘𝙠 𝙢𝙪𝙡𝙩𝙞𝙥𝙡𝙚 𝙗𝙖𝙧𝙧𝙞𝙚𝙧𝙨 𝙩𝙤 𝙚𝙣𝙩𝙧𝙮. 𝙀𝙖𝙘𝙝 𝙡𝙖𝙮𝙚𝙧 𝙢𝙖𝙠𝙚𝙨 𝙙𝙞𝙨𝙧𝙪𝙥𝙩𝙞𝙤𝙣 𝙝𝙖𝙧𝙙𝙚𝙧; 𝙩𝙤𝙜𝙚𝙩𝙝𝙚𝙧, 𝙩𝙝𝙚𝙮 𝙘𝙧𝙚𝙖𝙩𝙚 𝙣𝙚𝙖𝙧-𝙞𝙢𝙢𝙪𝙣𝙞𝙩𝙮.
___

Why multiple barriers matter:

𝐇𝐚𝐫𝐝 𝐚𝐬𝐬𝐞𝐭𝐬 → capital intensity discourages new entrants

𝐂𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐬 → long-dated agreements with OEMs & airlines

𝐍𝐞𝐭𝐰𝐨𝐫𝐤 𝐞𝐟𝐟𝐞𝐜𝐭𝐬 → scale advantages in service, parts, and support

𝐈𝐧𝐭𝐞𝐥𝐥𝐞𝐜𝐭𝐮𝐚𝐥 𝐩𝐫𝐨𝐩𝐞𝐫𝐭𝐲 → decades of engineering know-how that can’t be replicated quickly

𝐈𝐧𝐬𝐭𝐚𝐥𝐥𝐞𝐝 𝐛𝐚𝐬𝐞 → once equipment is flying, customers can’t easily switch

𝐑𝐞𝐠𝐮𝐥𝐚𝐭𝐢𝐨𝐧 & 𝐜𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 → enormous time, cost, and risk to gain approval

𝐒𝐰𝐢𝐭𝐜𝐡𝐢𝐧𝐠 𝐜𝐨𝐬𝐭𝐬 → safety, reliability, and downtime risks deter change

𝐄𝐚𝐜𝐡 𝐥𝐚𝐲𝐞𝐫 𝐦𝐚𝐤𝐞𝐬 𝐝𝐢𝐬𝐫𝐮𝐩𝐭𝐢𝐨𝐧 𝐡𝐚𝐫𝐝𝐞𝐫.
___

5 High-Quality Aerospace businesses worth adding to your watchlist:

1. $GE GE Aerospace
3-Year CAGR: +58%

2. $HWM Howmet Aerospace
3-Year CAGR: +76%

3. $TDG TransDigm Group
3-Year CAGR: +20%

4. $HEI Heico
3-Year CAGR: +23%

5. $RTX RTX Corporation
3-Year CAGR: +27%

When investors talk about “disruption risk,” sectors with layered moats like aerospace are often underestimated. Patience — and respect for barriers — tends to be rewarded.
___

Video: Norges Bank Investment Mangement | Investment Conference 2025 (07/23/2025)
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Clark Square Capital
RT @ClarkSquareCap: Sharing a new project: the Special Situations Digest.

Check out the (free) link below. https://t.co/NT0wb21Sxl
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Jukan
SemiAnalysis was right. Micron’s situation is even more serious.
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Bourbon Capital
$NVDA CEO: Nobody uses AI better than $META

Just like $AMZN, they’re investing in the future, while revenue and EPS are still growing 20%+.

That’s a world class business right there.

Operating cash flow vs Free cash flow: https://t.co/UPPeXbIaao

$NVDA CEO: Nobody uses AI better than $META https://t.co/0auvuJ1BLu - Bourbon Insider Research
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 15 Quality Stocks That Reduced Share Count >10% Over the Last 10 Years 💵

📊Moody’s $MCO
•2015 shares: 203.40M
•LTM shares: 180.60M
•% reduction: 11%
•EPS boost: 12%

🖱️Alphabet $GOOGL $GOOG
•2015 shares: 13.86B
•LTM shares: 12.23B
•% reduction: 12%
•EPS boost: 14%

🎨Sherwin Williams $SHW
•2015 shares: 283.63M
•LTM shares: 250.40M
•% reduction: 12%
•EPS boost: 14%

🚛Old Dominion $ODFL
•2015 shares: 256.14M
•LTM shares: 211.60M
•% reduction: 17%
•EPS boost: 20%

💿KLA $KLAC
•2015 shares: 163.70M
•LTM shares: 132.65M
•% reduction: 19%
•EPS boost: 23%

💸Mastercard $MA
•2015 shares: 1.14B
•LTM shares: 0.91B
•% reduction: 20%
•EPS boost: 25%

💳Visa $V
•2015 shares: 2.44B
•LTM shares: 1.92B
•% reduction: 21%
•EPS boost: 27%

🏦Fair Isaac $FICO
•2015 shares: 32.61M
•LTM shares: 24.34M
•% reduction: 25%
•EPS boost: 33%

🖨️Lam Research $LRCX
•2015 shares: 1.77B
•LTM shares: 1.27B
•% reduction: 28%
•EPS boost: 39%

🏢NVR Inc $NVR
•2015 shares: 4.26M
•LTM shares: 3.07M
•% reduction: 28%
•EPS boost: 39%

🌐MSCI Inc $MSCI
•2015 shares: 109.93M
•LTM shares: 76.64M
•% reduction: 30%
•EPS boost: 43%

💽 Applied Materials $AMAT
•2015 shares: 1.23B
•LTM shares: 0.83B
•% reduction: 33%
•EPS boost: 50%

📱Apple $AAPL
•2015 shares: 23.17B
•LTM shares: 15.00B
•% reduction: 35%
•EPS boost: 54%

✈️ Booking Holdings $BKNG
•2015 shares: 51.59M
•LTM shares: 32.92M
•% reduction: 36%
•EPS boost: 56%

🚘 O’Reilly Auto $ORLY
•2015 shares: 1.52B
•LTM shares: 0.86B
•% reduction: 43%
•EPS boost: 75%
___

*EPS BOOST means how much earnings per share increased (assuming 0 growth) solely from share buybacks💰
___

𝘼 𝙨𝙝𝙖𝙧𝙚 𝙗𝙪𝙮𝙗𝙖𝙘𝙠, 𝙖𝙡𝙨𝙤 𝙠𝙣𝙤𝙬𝙣 𝙖𝙨 𝙖 𝙨𝙩𝙤𝙘𝙠 𝙧𝙚𝙥𝙪𝙧𝙘𝙝𝙖𝙨𝙚, 𝙞𝙨 𝙬𝙝𝙚𝙣 𝙖 𝙘𝙤𝙢𝙥𝙖𝙣𝙮 𝙪𝙨𝙚𝙨 𝙞𝙩𝙨 𝙤𝙬𝙣 𝙛𝙪𝙣𝙙𝙨 𝙩𝙤 𝙗𝙪𝙮 𝙗𝙖𝙘𝙠 𝙞𝙩𝙨 𝙤𝙬𝙣 𝙨𝙝𝙖𝙧𝙚𝙨.

𝘽𝙮 𝙙𝙤𝙞𝙣𝙜 𝙩𝙝𝙞𝙨, 𝙩𝙝𝙚 𝙘𝙤𝙢𝙥𝙖𝙣𝙮 𝙧𝙚𝙙𝙪𝙘𝙚𝙨 𝙩𝙝𝙚 𝙩𝙤𝙩𝙖𝙡 𝙣𝙪𝙢𝙗𝙚𝙧 𝙤𝙛 𝙤𝙪𝙩𝙨𝙩𝙖𝙣𝙙𝙞𝙣𝙜 𝙨𝙝𝙖𝙧𝙚𝙨 𝙖𝙫𝙖𝙞𝙡𝙖𝙗𝙡𝙚 𝙩𝙤 𝙩𝙝𝙚 𝙥𝙪𝙗𝙡𝙞𝙘, 𝙩𝙝𝙪𝙨 𝙞𝙣𝙘𝙧𝙚𝙖𝙨𝙞𝙣𝙜 𝙮𝙤𝙪𝙧 𝙥𝙚𝙧𝙘𝙚𝙣𝙩𝙖𝙜𝙚 𝙤𝙬𝙣𝙚𝙧𝙨𝙝𝙞𝙥 𝙤𝙛 𝙛𝙪𝙩𝙪𝙧𝙚 𝙚𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙖𝙣𝙙 𝙛𝙧𝙚𝙚-𝙘𝙖𝙨𝙝-𝙛𝙡𝙤𝙬𝙨.

𝙔𝙤𝙪 𝙘𝙖𝙣 𝙪𝙣𝙙𝙚𝙧𝙨𝙩𝙖𝙣𝙙 𝙬𝙝𝙮 𝙒𝙖𝙧𝙧𝙚𝙣 𝘽𝙪𝙛𝙛𝙚𝙩𝙩 𝙞𝙨 𝙖 𝙗𝙞𝙜 𝙛𝙖𝙣 𝙤𝙛 𝙨𝙝𝙖𝙧𝙚 𝙗𝙪𝙮𝙗𝙖𝙘𝙠𝙨.

𝙄𝙣 𝙝𝙞𝙨 2022 𝘼𝙣𝙣𝙪𝙖𝙡 𝙇𝙚𝙩𝙩𝙚𝙧, 𝘽𝙪𝙛𝙛𝙚𝙩𝙩 𝙬𝙧𝙤𝙩𝙚:

“𝙏𝙝𝙚 𝙢𝙖𝙩𝙝 𝙞𝙨𝙣’𝙩 𝙘𝙤𝙢𝙥𝙡𝙞𝙘𝙖𝙩𝙚𝙙: 𝙒𝙝𝙚𝙣 𝙩𝙝𝙚 𝙨𝙝𝙖𝙧𝙚 𝙘𝙤𝙪𝙣𝙩 𝙜𝙤𝙚𝙨 𝙙𝙤𝙬𝙣, 𝙮𝙤𝙪𝙧 𝙞𝙣𝙩𝙚𝙧𝙚𝙨𝙩 𝙞𝙣 𝙤𝙪𝙧 𝙢𝙖𝙣𝙮 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙚𝙨 𝙜𝙤𝙚𝙨 𝙪𝙥. 𝙀𝙫𝙚𝙧𝙮 𝙨𝙢𝙖𝙡𝙡 𝙗𝙞𝙩 𝙝𝙚𝙡𝙥𝙨 𝙞𝙛 𝙧𝙚𝙥𝙪𝙧𝙘𝙝𝙖𝙨𝙚𝙨 𝙖𝙧𝙚 𝙢𝙖𝙙𝙚 𝙖𝙩 𝙫𝙖𝙡𝙪𝙚-𝙖𝙘𝙘𝙧𝙚𝙩𝙞𝙫𝙚 𝙥𝙧𝙞𝙘𝙚𝙨.”
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The Few Bets That Matter
More free advertising for $HIMS!

The gift that keeps on giving.

#PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe, knock-off Wegovy® and Ozempic® Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx - Novo Nordisk
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