Aadit Sheth
This person literally dropped the best prompts that will change your life forever
https://t.co/eZt05PFDqU
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Umesh
Prompt : As he sat down, the systems began glitching. --chaos 50 --ar 16:9 --exp 24 --profile 7yz4ebb --stylize 688

Midjourney keyframes video! https://t.co/zni3EkdNqi
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Iqra Saifi
Veo-3 fast on Gemini 🪄

"A hyper-realistic, low-angle shot from behind a powerful sorceress in a ruined, gothic cathedral. She stands on a crumbling staircase, unleashing a torrent of magical fire and shadow that takes the form of ravens.",

"mood": "Chaotic, powerful, dark fantasy, epic, destructive, magical.",

"style": "Cinematic dark fantasy, photorealistic CGI, 8K resolution, inspired by 'Final Fantasy' and 'Castlevania'."

},

"camera": "Slow Dolly Push and Crane Up",

"lens": "24mm Wide-Angle Anamorphic Lens",

"aperture": "f/4.0",

"position": "Starts low, directly behind the sorceress's heels, looking up at her and the chaotic scene unfolding before her.",

"movement": "Over 8 seconds, the camera slowly pushes in towards the sorceress while simultaneously craning upwards, rising from her feet to shoulder level by the end of the shot, revealing more of the cathedral's ruined architecture."

},

"environment": {

"location": "The grand hall of a derelict, gothic-style cathedral.",

"architecture": "Crumbling stone pillars, a destroyed, ornate rose window in the background, and a grand stone staircase littered with rubble and burning debris.",

"atmosphere": "The air is thick with smoke, floating embers, and magically-infused dust. The entire scene is a chaotic whirlwind of particles, all swirling towards the massive, shattered doorway in the background."

},

"main_subject": "A female sorceress of immense power.",

"attire": "A long, flowing, deep-red coat over dark, practical boots. The coat is made of a heavy, PBR-textured fabric that realistically flows and whips in the magical wind.",

"pose": "Her back is to the camera, arms slightly outstretched, as she channels the chaotic energy. Her long, dark hair is whipping wildly around her."

},

"lighting": {

"primary_source": {

"type": "Magical Fire and Embers",

"position": "Emanating from the sorceress and swirling around the entire scene.",

"color": "Vibrant, hot orange and yellow.",

"intensity": "High, casting dynamic, flickering shadows and providing a powerful, warm rim light on the sorceress and the edges of the crumbling architecture."

},

"secondary_source": {

"type": "Sunlight through Ruined Window",

"position": "From the shattered rose window and doorway in the background.",

"animation": {

"magic_effects": "A complex particle simulation of fire, embers, and shadow energy. This energy coalesces into the shape of large, black ravens that fly with unnatural, aggressive speed. The birds are semi-corporeal, with trails of smoke and embers leaving their forms.",

"cloth_simulation": "The sorceress's red coat is fully simulated to react realistically to the powerful, swirling winds generated by her magic.",

"destruction_physics": "Small pieces of the cathedral—dust, pebbles, and fragments of stained glass—are constantly breaking off and being swept up into the magical vortex."

},

"sound": "The deep, roaring inferno of a magical fire, mixed with a powerful, gale-force wind."
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ToffCap
No time to waste - next one out on Monday already! 💪

Out again with another TMM, our weekly overview of actionable event-driven and special sits 🔥🔥

This week:

- Japan, Japan, Japan
- growing, CF generating companies with >10% div yields, saying 'meh, we can do more'
- buyback machines loading up (again)
- as always, some interesting companies that seem to be inflecting
- a few interesting liquidations
- (upcoming) bidding wars
- a perpetually stupid German company trying it for the nth time and nobody believes it anymore and thus valued as such but underneath things are actually moving
- ... and much more.

As always @ToffCap. Enjoy! - ToffCap
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Julian Goldie SEO
NEW Google Whisk Update (FREE!)

Want the full guide? DM me. https://t.co/BgbqQY97qh
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Julian Goldie SEO
N8N FULL COURSE 5 HOURS (Build & Automate Anything) https://t.co/fOIyzhve6r
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Julian Goldie SEO
Google Opal: New FREE AI Super Agent! 🤯

P.S. Want the full guide? DM me. https://t.co/8GoxInQjuO
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Julian Goldie SEO
I've just finished building the ultimate n8n automation library, and it’s a game-changer.

My team sifted through thousands of scattered workflows, cleaned the junk, and handpicked the best.

Now it's a fully organized vault of 1,500+ plug-and-play automations.

You’ll find:

- my most popular n8n builds (WhatsApp agent, scraper agent, TikTok VEO 3 automation, n8n assistant, and more)
- 1,500‑flow n8n template index (tagged by growth, ops, creative) so you never start from scratch
- full vibe‑coding tutorial where I go from basic n8n backend to Bolt front‑end UI in 23 min

Everything’s pre-tested and production-ready.

Want the link to the vault?

LIKE + RETWEET + COMMENT “YES” & I’ll send you the FULL workflow + setup FREE!
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Aadit Sheth
RT @sricharan10g: link to test: https://t.co/Gx9ScIt2qd

ACTION ITEMS

(Try this weekend):

• Block 30 minutes to set up one agent end-to-end (pick LinkedIn or email).

Define success (e.g., 3 posts, 10 comments each).

• Write a one-page brief: ICP, offer, voice, examples.

Reuse it for every run.

• Build a tiny loop:

generate → human edit (10 minutes) → schedule → log results.

• Run a 2-week test:

10 posts with the same framework, compare to your last 10 for CTR, saves, replies.

• Track ROI per agent:

hours saved, leads captured, cost avoided (e.g., freelance copy edit).
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: A quality valuation analysis on $AMZN 🧘🏽‍♂️

•NTM P/OCF Ratio: 15.62x
•5-Year Mean: 22.10x

•NTM FCF Yield: 1.07%
•5-Year Mean: 2.63%

As you can see, $AMZN appears to be slightly undervalued using P/OCF

Going forward, investors can expect to receive ~41% MORE in operating cash flow & ~59% LESS in FCF per share🧠***

Before we get into valuation, let’s take a look at why $AMZN is a quality business

BALANCE SHEET✅
•Cash & Equivalents: $93.18B
•Long-Term Debt: $57.92B

$AMZN has an excellent balance sheet, an AA S&P Credit Rating & 54x FFO Interest Coverage Ratio

RETURN ON CAPITAL🆗 / ✅
•2020: 11.6%
•2021: 8.9%
•2022: 4.2%
•2023: 10.1%
•2024: 15.5%

RETURN ON EQUITY✅
•2020: 27.4%
•2021: 28.8%
•2022: (1.9%)
•2023: 17.5%
•2024: 24.3%

$AMZN has good return metrics, highlighting the financial efficiency of the business

REVENUES✅
•2019: $280.52B
•2024: $637.96B
•CAGR: 17.85%

FREE CASH FLOW🆗(✅)
•2019: $21.65B
•2024: $32.88B
•CAGR: 8.71%

NORMALIZED EPS✅
•2019: $1.15
•2024: $5.53
•CAGR: 36.90%

SHARE BUYBACKS❌
•2019 Shares Outstanding: 10.08B
•LTM Shares Outstanding: 10.78B

MARGINS🆗➡️✅
•LTM Gross Margins: 49.6%
•LTM Operating Margins: 11.4%
•LTM Net Income Margins: 10.5%

*Important for $AMZN to continue expanding margins & increase profitability

***NOW TO VALUATION 🧠

As stated above, investors can expect to receive ~41% MORE in OCF & ~59% LESS in FCF per share

We’re using P/OCF instead of P/E as historical data reveals a stronger correlation between AMZN's share price and Operating Cash Flow (OCF)

Today, analysts anticipate aggressive OCF (per share) growth between 2025 - 2027:

2025E: $13.11 (21% YoY) *FY Dec
2026E: $16.21 (24% YoY)
2027E: $19.90 (23% YoY)

$AMZN has a decent track record of meeting analyst estimates ~2 years out, so let’s assume $AMZN ends 2027 with $19.90 in OCF per share & see its CAGR potential assuming different multiples (photos attached below also include these CAGR estimates):

18x P/OCF: $358.13💵 … ~21% CAGR

17x P/OCF: $338.24💵 … ~18% CAGR

16x P/OCF: $318.34💵 … ~15% CAGR

15x P/OCF: $298.45💵 … ~12% CAGR

As you can see, $AMZN appears to have strong double-digit CAGR potential if we assume ~16x P/OCF, a multiple less than what it’s trading for today & a multiple that’s justified given its growth rate

Also by assuming a bit of multiple compression, we leave ourselves with some margin of safety

AWS & Amazon Ads will continue to drive growth & profitability. In $AMZN LTM:

☁️AWS revenue: $116.38B
📈Ads revenue: $61.23B

Combined, these segments generated $177.61B net revenue … with ~37% Operating Income Margin

Today at $229💵 $AMZN appears to be a good to fair consideration for investment

#stocks #investing

Data: TIKR
Graphs: FAST Graphs
___

𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.

𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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