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Javier Blas
RT @carbellorin: These companies didn’t just get access. All of them have existing contracts/projects in Venezuela. This is why GL50 was issued.
The GL49 was issued too, authorising companies to negotiate with the government/PDVSA and to enter into contingent contracts for “new” oil and gas investments.
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RT @carbellorin: These companies didn’t just get access. All of them have existing contracts/projects in Venezuela. This is why GL50 was issued.
The GL49 was issued too, authorising companies to negotiate with the government/PDVSA and to enter into contingent contracts for “new” oil and gas investments.
Can't help but notice who ISN'T on this list of companies who just gained access to invest and operate in Venezuelan upstream. https://t.co/qrLcy4bd48 tweet
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Benjamin Hernandez😎
$RIVN: +27% | Q4 Earnings & R2 Outlook
Rivian losses narrowed significantly ($0.54 vs $0.68). 2026 delivery guidance of 67k units is solid. Institutional capital is rotating from Tesla into Rivian as the growth alternative. $17.50 is the key.
$SOC $ASST $OPEN $RADX $PULM https://t.co/qAHyAvsm9G
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$RIVN: +27% | Q4 Earnings & R2 Outlook
Rivian losses narrowed significantly ($0.54 vs $0.68). 2026 delivery guidance of 67k units is solid. Institutional capital is rotating from Tesla into Rivian as the growth alternative. $17.50 is the key.
$SOC $ASST $OPEN $RADX $PULM https://t.co/qAHyAvsm9G
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Dimitry Nakhla | Babylon Capital®
“The biggest beneficiaries, however, would be real miners with real mines.”
One of the hardest lines in the Akre Shareholder Letter 📝
$NOW $CRM $CSU $ADBE $SNPS $CDNS $ROP $SAP $INTU $ADSK https://t.co/eDWzIgNmSG
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“The biggest beneficiaries, however, would be real miners with real mines.”
One of the hardest lines in the Akre Shareholder Letter 📝
$NOW $CRM $CSU $ADBE $SNPS $CDNS $ROP $SAP $INTU $ADSK https://t.co/eDWzIgNmSG
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Dimitry Nakhla | Babylon Capital®
Seth Klarman — Baupost Group Q4 25’ 13F
Top 5 holdings: $QSR $AMZN $WTW $ELV $UNP
Top Buys: $AMZN $TRU $CCS $LYV
Top Sales: $GOOG $DG
___
Who would’ve thought — the author of 𝘔𝘢𝘳𝘨𝘪𝘯 𝘰𝘧 𝘚𝘢𝘧𝘦𝘵𝘺 now has $AMZN as his second-largest holding.
Source: Dataroma https://t.co/xcsVO1gxwo
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Seth Klarman — Baupost Group Q4 25’ 13F
Top 5 holdings: $QSR $AMZN $WTW $ELV $UNP
Top Buys: $AMZN $TRU $CCS $LYV
Top Sales: $GOOG $DG
___
Who would’ve thought — the author of 𝘔𝘢𝘳𝘨𝘪𝘯 𝘰𝘧 𝘚𝘢𝘧𝘦𝘵𝘺 now has $AMZN as his second-largest holding.
Source: Dataroma https://t.co/xcsVO1gxwo
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “What is dead may never die.” $SPGI https://t.co/K4UWFX0PwW
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RT @DimitryNakhla: “What is dead may never die.” $SPGI https://t.co/K4UWFX0PwW
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Dimitry Nakhla | Babylon Capital®
If you were grocery shopping, when would you be most excited to shop?
After prices increased for 9 straight days… or after they declined for 9 straight days?
Not always that simple — but with $AMZN, selling pressure has materially compressed the multiple. https://t.co/v5WhCBABAm
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If you were grocery shopping, when would you be most excited to shop?
After prices increased for 9 straight days… or after they declined for 9 straight days?
Not always that simple — but with $AMZN, selling pressure has materially compressed the multiple. https://t.co/v5WhCBABAm
BREAKING: Amazon, $AMZN, officially closes down for its 9th straight day, posting its longest losing streak since 2006.
The stock has now erased $470 billion in market cap over the last 9 days. tweet
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God of Prompt
RT @godofprompt: CLAUDE IS SO COOKED THIS TIME
China just dropped Kimi K2.5, the best open model for OpenClaw(ClawdBot)
It's on par with Claude Opus4.5,
but 8x CHEAPER!!!
It's currently the #1 most used model for OpenClaw and the #1 most used model overall on OpenRouter!
Here's everything you should know:
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RT @godofprompt: CLAUDE IS SO COOKED THIS TIME
China just dropped Kimi K2.5, the best open model for OpenClaw(ClawdBot)
It's on par with Claude Opus4.5,
but 8x CHEAPER!!!
It's currently the #1 most used model for OpenClaw and the #1 most used model overall on OpenRouter!
Here's everything you should know:
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God of Prompt
Create AI ROI Stories
Communicate value to stakeholders.
• Identify key metrics
• Customize your messages
• Use visual storytelling
🔗 Click below to read more:
https://t.co/WTjGcmSQod https://t.co/nkzNkAtp3a
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Create AI ROI Stories
Communicate value to stakeholders.
• Identify key metrics
• Customize your messages
• Use visual storytelling
🔗 Click below to read more:
https://t.co/WTjGcmSQod https://t.co/nkzNkAtp3a
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Dimitry Nakhla | Babylon Capital®
I’ve said it before & I’ll say it again:
Echoes of the 2020–2021 market, preceding the prolonged 2022 bear market.
Of course, the absolute level of IPO activity matters far more as a contrarian indicator — yet this is still worth noting.
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I’ve said it before & I’ll say it again:
Echoes of the 2020–2021 market, preceding the prolonged 2022 bear market.
Of course, the absolute level of IPO activity matters far more as a contrarian indicator — yet this is still worth noting.
JUST IN: Goldman Sachs CEO says there will be "unprecedently large" IPOs this year tweet
X (formerly Twitter)
Kalshi (@Kalshi) on X
JUST IN: Goldman Sachs CEO says there will be "unprecedently large" IPOs this year