The Transcript
RT @TheTranscript_: This is all you need for a complete coverage of the Q4 25 earnings season

Link: https://t.co/pgEoID6dIq https://t.co/Qp9DRPf2p4
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 15 Quality Stocks With Forward FCF Yields Above the Risk-Free Rate (3-Month T-Bill: 3.60%) 💵

1. $FICO 3.61%
2. $NFLX 3.61%
3. $TDG 3.65%
4. $MA 3.78%
5. $MCO 3.84%
6. $MSCI 4.03%
7. $CPRT 4.07%
8. $NVO 4.09%
9. $V 4.12%
10. $APP 4.32%
11. $MANH 4.53%
12. $SPGI 5.04%
13. $NOW 5.30%
14. $INTU 6.22%
15. $CSU 7.10%
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The Few Bets That Matter
The weekly 50 is the uptrend golden indicator

$NVDA is below its w50
$META is below its w50
$MSFT is below its w50
$AMZN is below its w50
$HOOD is below its w50
$PLTR is below its w50
$UBER is below its w50
$NFLX is below its w50
$HOOD is below its w50
$ADBE is below its w50
$DUOL is below its w50

& many other 2025 leaders ...

https://t.co/TVqbdhKTn4 - The Few Bets That Matter
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The Transcript
$ETN CEO: "“Our Electrical Americas backlog grew 31% year-over-year, hitting an all-time record… Aerospace backlog expanded 16% year-over-year… Book-to-bill for the combined segments was above 1.2 on a quarterly basis or 1.1 on a rolling 12-month basis.”"
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The Few Bets That Matter
This won't be applied.

They'll realize in Senate or before 2028 how impossible and self destructive that is. I still have enough faith in our European leader to believe that.

Call me a dreamer.

BREAKING: Netherlands’ House of Representatives has approved a 36% tax on unrealized capital gains. - The Kobeissi Letter
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The Few Bets That Matter
My watchlist today has nothing to do to what it was last year... Sell tech, buy defensives.

$MRNA
$NVO
$CROX
$PFE
$DAR
$NTR
$SWBI
$TWST
$PEP
$TGT
$ENPH
$COP
$DECK

I'm probably the only one around here sharing this stuff nowadays 👇
https://t.co/jQRKnEOC4d

The weekly 50 is the uptrend golden indicator

$NVDA is below its w50
$META is below its w50
$MSFT is below its w50
$AMZN is below its w50
$HOOD is below its w50
$PLTR is below its w50
$UBER is below its w50
$NFLX is below its w50
$HOOD is below its w50
$ADBE is below its w50
$DUOL is below its w50

& many other 2025 leaders ... - The Few Bets That Matter
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The Transcript
Saas investors lately: https://t.co/kZUy95kgO3
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The Transcript
RT @TheTranscript_: $DIS CEO: "Zootopia 2 also became Hollywood's highest-grossing animated film ever and one of the top 10 highest-grossing films of all time, earning more than $1.7 billion, and firmly establishing itself as a popular new franchise." https://t.co/85tlJeGCGh
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Dimitry Nakhla | Babylon Capital®
Microsoft & Amazon — Price vs Operating Cash Flow 💵

$MSFT currently trades at a ~28% discount to its operating cash flow trend.

$AMZN trades at a ~29% discount to its operating cash flow trend.

When stock price diverges from cash generation, it’s worth taking a closer look. https://t.co/nwRG8sbrJw
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God of Prompt
Happy valentine’s day!
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The Transcript
$SPG Simon Property Group CEO: "Hopefully, AI will solve it for us, so we don’t have to negotiate. It will just say: ‘Here is the rent that the tenant and landlord should agree on.’”" https://t.co/7JzKwDpFC0
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Brady Long
RT @thisguyknowsai: R.I.P basic RAG ☠️

Graph-enhanced retrieval is the new king.

OpenAI, Anthropic, and Microsoft engineers don't build RAG systems like everyone else.

They build knowledge graphs first.

Here are 7 ways to use graph RAG instead of vector search: https://t.co/HdEjy6RslX
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