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Iqra Saifi
Veo- 3 fast on @haimeta_ai 🔥

An awe-inspiring, high-angle drone shot opens, looking down slightly ahead of a majestic, three-masted wooden pirate ship as it slowly navigates a narrow, emerald-green tropical river. The camera subtly tracks backward, maintaining its perspective, as the ship cuts a gentle, foamy wake through the impossibly clear water. On either side, the riverbanks explode with dense, vibrant, hyper-realistic jungle foliage: colossal palm fronds, cascading vines, and exotic flowering plants, all rendered with breathtaking detail, individual leaves and textures visible.

An awe-inspiring, high-angle drone shot opens, looking down slightly ahead of a majestic, three-masted wooden pirate ship as it slowly navigates a narrow, emerald-green tropical river. The camera subtly tracks backward, maintaining its perspective, as the ship cuts a gentle, foamy wake through the impossibly clear water. On either side, the riverbanks explode with dense, vibrant, hyper-realistic jungle foliage: colossal palm fronds, cascading vines, and exotic flowering plants, all rendered with breathtaking detail, individual leaves and textures visible.

The sunlight, diffused by the dense canopy, creates dappled light and shadow on the water and the ship's weathered sails, which are mostly furled but show subtle wear. In the distance, towering, mist-shrouded jungle mountains rise dramatically, adding to the sense of unexplored wilderness. The air is thick with humidity, almost visible, and a gentle haze softens the distant peaks. Every detail is meticulously captured: the weathered timber of the ship's hull, the intricate rigging, the glistening water droplets on the leaves, and the reflections of the jungle on the water's surface.

The soundscape is rich and immersive: the gentle lapping of water against the ship's hull, the distant calls of unseen exotic birds and monkeys, the subtle creak of the ship's timbers, and the soft rush of water from the bow, all blending to create a vivid sense of discovery and remote tropical adventure.
The soundscape is rich and immersive: the gentle lapping of water against the ship's hull, the distant calls of unseen exotic birds and monkeys, the subtle creak of the ship's timbers, and the soft rush of water from the bow, all blending to create a vivid sense of discovery and remote tropical adventure.
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App Economy Insights
📊 This Week in Visuals:

📈 Broadcom $AVGO
☁️ Zscaler $ZS
🎨 Figma $FIG
🧘🏻 Lululemon $LULU
🌐 Samsara $IOT
🛠️ GitLab $GTLB
and more!
https://t.co/bOOyF2PRT0
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Yellowbrick Investing
$AQST

$AQST- why I bought shares,

Total Addressable Market (TAM) for EpiPen and other epinephrine auto-injectors is driven by the global demand for emergency treatments for anaphylaxis, a severe, life-threatening allergic reaction. Based on available data:

Global Epinephrine Market Size:
The global epinephrine market was valued at $2.87 billion in 2023 and is projected to grow to $6.93 billion by 2034, with a CAGR of 8.34% from 2024 to 2034.

Specifically for anaphylaxis treatment, the global market was estimated at $1.67 billion in 2024 and is expected to reach $3.32 billion by 2032, with a CAGR of 9.0%.

The U.S. epinephrine market, a significant portion of the global market, was worth $1.07 billion in 2022 and is projected to grow at a CAGR of 10.8% through 2030.

$AQST is developing Anaphylm (epinephrine) Sublingual Film, a product directly positioned to compete with EpiPen and other epinephrine auto-injectors. Key details about Anaphylm and its competitive potential:

Product Overview: Anaphylm is a polymer matrix-based epinephrine prodrug delivered sublingually, designed as a needle-free alternative for treating severe allergic reactions, including anaphylaxis.

It is portable (smaller than a credit card), does not require water or swallowing, and is weather-resistant, addressing key limitations of auto-injectors like EpiPen, which can be bulky and intimidating for some users as well as being more "cost efficiant" CHEEPER!
EPIPEN $600–$750 for a two-pack!

🚨🚨🚨A 2023 study noted that only 40% of high-risk patients carry auto-injectors due to inconvenience or fear, a gap Anaphylm could address

SUMMERY- The TAM for EpiPen and epinephrine auto-injectors is substantial, with the global epinephrine market valued at $2.87 billion in 2023 and the U.S. market at $1.07 billion in 2022, driven by rising allergy prevalence and demand for emergency treatments. Aquestive’s Anaphylm Sublingual Film is a promising competitor to EpiPen, offering a needle-free, portable, and potentially cost-effective alternative. The FDA’s decision to skip an AdCom meeting signals strong data and a high likelihood of approval by early 2026, positioning Anaphylm to capture a significant portion of the market (estimated $300–$400 million in peak U.S. sales).
- JEFFERY @TriggeredCapital
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App Economy Insights
What are you watching this week?

• Tuesday: $ORCL $RBRK $SNPS $GME
• Wednesday: $CHWY
• Thursday: $ADBE

All visualized in our newsletter. https://t.co/Ei8nEF37rv
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Yellowbrick Investing
Some tickers I've seen pitched by good investors recently:
- $BFIT.AS (< historical multiples, labor law change could decrease costs, growing 24/7 gyms)
- $ROOT (mobile data innovation, lower loss ratio, 1x P/S)
- $CLBT (reset expectations, strong FCF/ROIC)
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Reactions Videos
man pushed thrown gtfo /// reaction meme https://t.co/s21JgfYK9G
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Aadit Sheth
This guy literally shows you how to take notes so you never forget https://t.co/dgKFlwTBWs
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Riley Brown
When Gemini 3 @GoogleAIStudio?
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Umesh
Every duel reflects an inner war unspoken!

Image : Midjourney
Animation: Hailuo AI
SFX/Music : ElevenLabs & Suno https://t.co/kKhY07agBL

Seven Samurai! https://t.co/HIbMe8bpsm
- Umesh
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soken
RT @dubzyxbt: Buy Bitcoin

Do you understand? https://t.co/sus5UrpN59
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Offshore
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Riley Brown
One shot.

Oh… and we’re adding GPT-5 high tomorrow.

Okay this crazy.

I literally one-shotted an IOS app with @vibecodeapp

It shows:

1. Parking slots
2. How many spots available
3. How much is the hourly rate

Just crazy. https://t.co/nOTX1QHTvM
- Jeremiah Agthe
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