Offshore
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Dimitry Nakhla | Babylon Capital®
Howmet Aerospace $HWM Q4 25’ Report🗓️
✅ REV: $2.17B (+15% YoY)
✅ EPS: $1.05 (+42% YoY) https://t.co/uwNGFTdNLF
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Howmet Aerospace $HWM Q4 25’ Report🗓️
✅ REV: $2.17B (+15% YoY)
✅ EPS: $1.05 (+42% YoY) https://t.co/uwNGFTdNLF
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Offshore
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Dimitry Nakhla | Babylon Capital®
$AMZN has entered its own bear market, down -21% from its highs 📦 https://t.co/aRqmo2SEBA
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$AMZN has entered its own bear market, down -21% from its highs 📦 https://t.co/aRqmo2SEBA
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Offshore
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Benjamin Hernandez😎
The bear case for this stock just got dismantled.
Stock: $FSLY Price: $14.75 (+59.2%)
Positive free cash flow for four straight quarters kills the cash-burn thesis. Security revenue is compounding faster than expected.
Action: Overweight. Target: $17.80 https://t.co/OxesYOwzaP
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The bear case for this stock just got dismantled.
Stock: $FSLY Price: $14.75 (+59.2%)
Positive free cash flow for four straight quarters kills the cash-burn thesis. Security revenue is compounding faster than expected.
Action: Overweight. Target: $17.80 https://t.co/OxesYOwzaP
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Offshore
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Wasteland Capital
SAAS valuations are still hilarious. A software co like $SHOP, with $1.5bn in operating income and $5.5bn in gross profit, still has a $150bn market cap.
A future side-bar feature in Claude still trades at a 1% EBIT yield.
There’s a bubble, sure… but it’s not in AI. https://t.co/0vYIsO4MpK
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SAAS valuations are still hilarious. A software co like $SHOP, with $1.5bn in operating income and $5.5bn in gross profit, still has a $150bn market cap.
A future side-bar feature in Claude still trades at a 1% EBIT yield.
There’s a bubble, sure… but it’s not in AI. https://t.co/0vYIsO4MpK
This is some candle. $SHOP
$30 intraday swing on a $110 stock / a $150bn market cap. Not exactly a micro cap. https://t.co/nwWQbmUoPr tweet
Offshore
Video
Moon Dev
Inside The Vault: The Open-Source AI Agent System Designed To Beat Institutions At Their Own Game
the future of prediction markets isn't in manual scrolling but in autonomous agent swarms that can process thousands of data points while you sleep. most people are still trying to guess which way the world is turning by watching the news but the smart money is already building digital brains to do the heavy lifting for them
the truth is that we are entering an era where having a single opinion is no longer enough to win in a hyper efficient world. i spent years being the guy who got liquidated because i let my emotions drive my trades and i even spent hundreds of thousands of dollars on developers because i thought i was too far behind to learn to code myself
once i realized that code is the ultimate equalizer i started building systems that could act as a board of directors for my capital. now instead of relying on one biased perspective i use an army of specialized models to reach a consensus on every single move before i ever risk a dollar
most traders get overwhelmed by the sheer volume of information on platforms like polymarket because there is no easy way to discover the real opportunities hidden under the surface. they spend hours looking at charts and headlines only to realize they missed the biggest move of the day because they didn't have a way to filter the noise
my name is moon dev and i believe that anyone can bridge the gap from struggling trader to automated builder if they stop looking for shortcuts and start focusing on systems. i decided to learn live on youtube to show the raw process of iterating toward success and now i have fully automated systems doing the work for me
the strategy starts with a high volume websocket stream that watches every single big trade happening across the global prediction markets. when a whale drops five hundred dollars or more on an obscure event that is a signal that someone somewhere knows something that the rest of the market hasn't priced in yet
instead of trying to analyze those trades manually we collect them into batches and send them off to a swarm of diverse artificial intelligences. we pull in models like claude and deepseek and gemini to give us a wide variety of perspectives on whether a specific bet actually has legs or if it is just noise
you might think that more models would just lead to more confusion but the secret lies in the final consensus agent that looks at all the conflicting opinions. it acts like a filter that only lets through the top five highest conviction moves where at least four or five models are in total agreement
most people give up on automation because they think they need to be a math genius to understand how these systems connect. the reality is that with the right framework you can import a swarm of brains into any script and have a functional decision engine running in minutes
i focus on non emotional markets because i found that betting on sports or short term crypto price action is usually a recipe for disaster. lakers fans will always bet on the lakers and crypto traders are often just using prediction markets for extra leverage which adds massive bias to the data
by ignoring the noise and focusing on unique global events we can find uncorrelated edges that aren't affected by the traditional stock market. these markets are still in their early stages which means there is plenty of room for a data dog with a good algorithm to find mispriced opportunities
every time a new model comes out the entire system gets a massive upgrade because the brains of the operation are modular. you can swap out a slower model for the latest release and suddenly your entire swarm is ten percent smarter without you having to rewrite a single line of your core logic
the output of this whole process is a concise list of high probability picks that saves you hours of manual research time. it isn't about finding a magic button that prints money but about bui[...]
Inside The Vault: The Open-Source AI Agent System Designed To Beat Institutions At Their Own Game
the future of prediction markets isn't in manual scrolling but in autonomous agent swarms that can process thousands of data points while you sleep. most people are still trying to guess which way the world is turning by watching the news but the smart money is already building digital brains to do the heavy lifting for them
the truth is that we are entering an era where having a single opinion is no longer enough to win in a hyper efficient world. i spent years being the guy who got liquidated because i let my emotions drive my trades and i even spent hundreds of thousands of dollars on developers because i thought i was too far behind to learn to code myself
once i realized that code is the ultimate equalizer i started building systems that could act as a board of directors for my capital. now instead of relying on one biased perspective i use an army of specialized models to reach a consensus on every single move before i ever risk a dollar
most traders get overwhelmed by the sheer volume of information on platforms like polymarket because there is no easy way to discover the real opportunities hidden under the surface. they spend hours looking at charts and headlines only to realize they missed the biggest move of the day because they didn't have a way to filter the noise
my name is moon dev and i believe that anyone can bridge the gap from struggling trader to automated builder if they stop looking for shortcuts and start focusing on systems. i decided to learn live on youtube to show the raw process of iterating toward success and now i have fully automated systems doing the work for me
the strategy starts with a high volume websocket stream that watches every single big trade happening across the global prediction markets. when a whale drops five hundred dollars or more on an obscure event that is a signal that someone somewhere knows something that the rest of the market hasn't priced in yet
instead of trying to analyze those trades manually we collect them into batches and send them off to a swarm of diverse artificial intelligences. we pull in models like claude and deepseek and gemini to give us a wide variety of perspectives on whether a specific bet actually has legs or if it is just noise
you might think that more models would just lead to more confusion but the secret lies in the final consensus agent that looks at all the conflicting opinions. it acts like a filter that only lets through the top five highest conviction moves where at least four or five models are in total agreement
most people give up on automation because they think they need to be a math genius to understand how these systems connect. the reality is that with the right framework you can import a swarm of brains into any script and have a functional decision engine running in minutes
i focus on non emotional markets because i found that betting on sports or short term crypto price action is usually a recipe for disaster. lakers fans will always bet on the lakers and crypto traders are often just using prediction markets for extra leverage which adds massive bias to the data
by ignoring the noise and focusing on unique global events we can find uncorrelated edges that aren't affected by the traditional stock market. these markets are still in their early stages which means there is plenty of room for a data dog with a good algorithm to find mispriced opportunities
every time a new model comes out the entire system gets a massive upgrade because the brains of the operation are modular. you can swap out a slower model for the latest release and suddenly your entire swarm is ten percent smarter without you having to rewrite a single line of your core logic
the output of this whole process is a concise list of high probability picks that saves you hours of manual research time. it isn't about finding a magic button that prints money but about bui[...]
Offshore
Moon Dev Inside The Vault: The Open-Source AI Agent System Designed To Beat Institutions At Their Own Game the future of prediction markets isn't in manual scrolling but in autonomous agent swarms that can process thousands of data points while you sleep.…
lding a tool that helps you discover where the real edge is hiding
if you are still trading with your gut in 2026 you are essentially donating your money to the people who are building these automated systems. code doesn't get tired and it doesn't get scared when the market starts moving fast it just sticks to the parameters you set and executes the math
i share all of this because i want more builders in this space who are willing to throw ideas at the wall and see what sticks. the barrier to entry has never been lower and the tools are sitting right there on github for anyone who is hungry enough to pull the code and start building
you have to be willing to iterate and fail small so that you can eventually win big with a system you actually understand. the path from being a liquidated retail trader to an automated quantitative builder is a lot shorter than they want you to believe
the world is moving toward total autonomy and you can either be the one writing the scripts or the one being outplayed by them. i am going to keep shipping these agents and testing new markets because the goal is to always stay one step ahead of the crowd
if you are ready to stop guessing and start building then the first step is just getting your hands dirty with the code. the industry is changing fast and the real winners will be the ones who didn't wait for a permission slip to start automating their own future
tweet
if you are still trading with your gut in 2026 you are essentially donating your money to the people who are building these automated systems. code doesn't get tired and it doesn't get scared when the market starts moving fast it just sticks to the parameters you set and executes the math
i share all of this because i want more builders in this space who are willing to throw ideas at the wall and see what sticks. the barrier to entry has never been lower and the tools are sitting right there on github for anyone who is hungry enough to pull the code and start building
you have to be willing to iterate and fail small so that you can eventually win big with a system you actually understand. the path from being a liquidated retail trader to an automated quantitative builder is a lot shorter than they want you to believe
the world is moving toward total autonomy and you can either be the one writing the scripts or the one being outplayed by them. i am going to keep shipping these agents and testing new markets because the goal is to always stay one step ahead of the crowd
if you are ready to stop guessing and start building then the first step is just getting your hands dirty with the code. the industry is changing fast and the real winners will be the ones who didn't wait for a permission slip to start automating their own future
tweet
The Transcript
$AMD CEO last week: "Today, 8 of the top 10 AI companies use Instinct to power production workloads across a growing range of use cases. With the MI350 Series, we are entering the next phase of Instinct adoption, expanding our footprint with existing partners and adding new customers."
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$AMD CEO last week: "Today, 8 of the top 10 AI companies use Instinct to power production workloads across a growing range of use cases. With the MI350 Series, we are entering the next phase of Instinct adoption, expanding our footprint with existing partners and adding new customers."
tweet