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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God of Prompt
RT @godofprompt: This site is literally a prompt library with thousands of prompts for Claude, ChatGPT & Nano Banana. https://t.co/de2Z55Vkn0
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God of Prompt
RT @rryssf_: https://t.co/TJ7XYPSLka
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Dimitry Nakhla | Babylon Capital®
RT @michaelbatnick: Wild market. We haven't seen anything like this since the dotcom bubble burst.

Over the last 8 sessions, 115 stocks in the S&P 500 have decline 7% or more in a single day.

The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. https://t.co/SDy5kAXzGp
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Wasteland Capital
Tens of thousands of workers lost their jobs when AI came for the carrot pickers, and you didn’t speak up? https://t.co/0wwNhEOlcL
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Quiver Quantitative
BREAKING: Renaissance Technologies, founded legendary mathematician Jim Simons, has filed a portfolio update.

The largest stock position in the filing was Palantir, $PLTR.

Full holdings up on Quiver. https://t.co/ZOy3Ve7DXo
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 𝐏𝐞𝐭𝐞𝐫 𝐋𝐲𝐧𝐜𝐡 𝐨𝐧 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲:

“I love volatility… Taco Bell went from $14 to $1… they had no debt, never closed a restaurant… I started buying at $7… it went to $1… Volatility is terrific.”
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𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧: 𝘝𝘰𝘭𝘢𝘵𝘪𝘭𝘪𝘵𝘺 𝘴𝘩𝘰𝘶𝘭𝘥 𝘣𝘦 𝘸𝘦𝘭𝘤𝘰𝘮𝘦𝘥, 𝘯𝘰𝘵 𝘧𝘦𝘢𝘳𝘦𝘥. 𝘞𝘩𝘢𝘵 𝘮𝘢𝘺 𝘢𝘱𝘱𝘦𝘢𝘳 𝘢𝘴 𝘳𝘪𝘴𝘬 𝘥𝘶𝘦 𝘵𝘰 𝘴𝘦𝘷𝘦𝘳𝘦 𝘷𝘰𝘭𝘢𝘵𝘪𝘭𝘪𝘵𝘺 𝘪𝘴 𝘧𝘳𝘦𝘲𝘶𝘦𝘯𝘵𝘭𝘺 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘺. 𝘚𝘵𝘰𝘤𝘬 𝘱𝘳𝘪𝘤𝘦 𝘪𝘴 𝘰𝘧𝘵𝘦𝘯 𝘯𝘰𝘵 𝘢 𝘨𝘳𝘦𝘢𝘵 𝘳𝘦𝘧𝘭𝘦𝘤𝘵𝘪𝘰𝘯 𝘰𝘧 𝘵𝘩𝘦 𝘲𝘶𝘢𝘭𝘪𝘵𝘺 𝘰𝘧 𝘢 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘰𝘷𝘦𝘳 𝘵𝘩𝘦 𝘴𝘩𝘰𝘳𝘵 𝘵𝘦𝘳𝘮. 𝘔𝘢𝘳𝘬𝘦𝘵𝘴 𝘢𝘳𝘦 𝘦𝘮𝘰𝘵𝘪𝘰𝘯𝘢𝘭. 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴𝘦𝘴 𝘢𝘳𝘦 𝘧𝘶𝘯𝘥𝘢𝘮𝘦𝘯𝘵𝘢𝘭. 𝘖𝘷𝘦𝘳 𝘴𝘩𝘰𝘳𝘵𝘦𝘳 𝘱𝘦𝘳𝘪𝘰𝘥𝘴, 𝘱𝘳𝘪𝘤𝘦𝘴 𝘤𝘢𝘯 𝘴𝘸𝘪𝘯𝘨 𝘸𝘪𝘭𝘥𝘭𝘺 𝘸𝘩𝘪𝘭𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘤𝘩𝘢𝘯𝘨𝘦𝘴 𝘷𝘦𝘳𝘺 𝘭𝘪𝘵𝘵𝘭𝘦.
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A few practical lessons that help navigate volatility:

1. 𝐁𝐮𝐢𝐥𝐝 𝐩𝐫𝐞𝐬𝐞𝐭 𝐫𝐮𝐥𝐞𝐬. Volatility is hardest when decisions are reactive. Accumulating with a plan removes emotion. For example if I’m looking to accumulate $NOW:

20% at $130
30% at $110
30% at $100
20% at $90

Average price if all buys executed $107.

You’re no longer reacting — you’re executing.

2. 𝐓𝐡𝐞 𝐩𝐫𝐢𝐜𝐞 𝐲𝐨𝐮 𝐩𝐚𝐲 𝐦𝐚𝐭𝐭𝐞𝐫𝐬. Starting at extreme valuations makes volatility feel far more painful.

It’s far more difficult to accumulate additional shares of $NOW if you began building a position at $200 and 70x earnings. However, if you started at 33x, it becomes much easier to continue adding at 25x or 20x. At some point, the multiple compresses to a level where 𝘤𝘰𝘯𝘧𝘪𝘥𝘦𝘯𝘤𝘦 increases — not decreases — as the margin of safety significantly improves.

Valuation discipline → volatility becomes an advantage rather than a source of stress.

What feels like chaos in the moment often looks like opportunity in hindsight.
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A few names that have seen notable volatility in recent weeks — worth keeping an eye on:

$AXON $MCO $NOW $NVDA $SNDK $SPGI $TDG
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Video: Investor Talk Peter Lynch (07/05/2020)
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Quiver Quantitative
BREAKING: Renaissance Technologies, founded by the legendary mathematician Jim Simons, has filed a portfolio update.

The largest stock position in the filing was Palantir, $PLTR.

Full holdings up on Quiver. https://t.co/2vR9Xo4RBB
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Brady Long
Every time I try to self-host an AI agent I have 3 hours of Docker hell, random crashes, and questioning my life.

But this deploys in 60 seconds for free with $500 in Opus credits.

Insane deal.

🚨 We just launched Ampere - free 🦞 OpenClaw hosting with $500 in Claude Opus 4.6 credits for new users.

https://t.co/1QWhuZtT70 is managed OpenClaw hosting that deploys your AI agent in under 60 seconds.

No terminal. No infrastructure. No DevOps headaches.

One click, your agent is live. - Ampere.sh
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