Wasteland Capital
The $MU FUD last week was some of the dumbest attention-seeking sh*t I’ve seen on here for a while.

And I’ve seen some dumb sh*t on here.
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Brady Long
RT @bigaiguy: This might push coders to rely on AI agents for routine problem-solving if they use MiniMax 2.5.

Introducing M2.5, an open-source frontier model designed for real-world productivity.

- SOTA performance at coding (SWE-Bench Verified 80.2%), search (BrowseComp 76.3%), agentic tool-calling (BFCL 76.8%) & office work.

- Optimized for efficient execution, 37% faster at complex tasks.

- At $1 per hour with 100 tps, infinite scaling of long-horizon agents now economically possible

MiniMax Agent: https://t.co/aIzrFYcfUz
API: https://t.co/fHRdSV7BwZ
CodingPlan: https://t.co/FDhZBBjQrX - MiniMax (official)
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NecoKronos
Eyes on $65k👀

We have a daily nPOC just below us and spot support building in the same area.

Perfect scenario: Flush the nPOC ➡️ Tap spot liquidity ➡️ Bounce🚀

#BTC https://t.co/vixWT2qd6N
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God of Prompt
RT @alex_prompter: https://t.co/moCLsoNKwy
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Hidden Value Gems
Finally, the market is getting more interesting….more value ponds around 😉 https://t.co/SflyGVfEji
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Moon Dev
NYC, SF or PR trading dinner?

Thinking about hosting a traders dinner every so often.

I'm always on the island but can travel
- NYC
- SF
- PR
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God of Prompt
read this and stop feeling behind in AI.

https://t.co/TJ7XYPSLka - Robert Youssef
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The Transcript
$LVMH CEO: "So revenue, just over EUR 80 billion. Let's state that it's twice what it was 10 years ago. Organic growth, slightly negative on the year, but positive in the second half...Cash flow was up 8%, even though profit itself was down" https://t.co/5FWDgChJuJ
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Dimitry Nakhla | Babylon Capital®
Stock prices vs operating cash flow 💵

Periods with high volatility, as we’ve recently seen, often create meaningful gaps between stock price and business fundamentals

Here’s a thread of 10 quality stocks with notable discrepancies worth examining further🧵 https://t.co/mMKX61Ma3M
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