Dimitry Nakhla | Babylon Capital®
Adobe $ADBE Stock in 4 Charts 📊

1. $ADBE reduced total shares outstanding by -11.62%, boosting EPS by 13.14% over the past 5 years

2. Quarterly revenue growth remains impressively consistent

3. Margins have stayed strong

4. $ADBE has $5.9B in Cash & $6.2B in LT debt https://t.co/cJQ55R7fam
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Iqra Saifi
Veo-3 fast on Flow 🔥

A hyper-realistic, dynamic action shot of a fierce cowgirl riding a powerful horse at a full gallop through a dusty, sun-scorched desert canyon.",
"mood": "Wild, determined, powerful, adventurous, untamed.",
"camera": "Low-Angle Tracking Shot",
"lens": "50mm Anamorphic Prime Lens",
"aperture": "f/3.5",
"position": "Mounted low on a chase vehicle or drone, tracking alongside the horse, slightly in front of it, capturing the intensity of the ride.",
"movement": "The camera moves smoothly, matching the horse's speed. It has a slight, realistic vibration and bounce to convey the rough terrain and the power of the gallop."
},
"environment": {
"location": "A narrow, winding canyon in a vast, arid desert, similar to Monument Valley.",
"details": "The ground is dry, cracked earth and loose sand. Red rock formations and mesas form the canyon walls. Sparse, hardy desert scrub clings to the landscape.",
"atmosphere": "The air is thick with a massive cloud of dust kicked up by the horse's hooves, caught in the golden light of the setting sun. High-resolution volumetric dust and particle simulations are key."
},
"lighting": {
"primary_source": {
"type": "Late Afternoon / Golden Hour Sun",
"position": "Low in the sky, slightly behind and to the side of the rider.",
"color_temperature": "3800K (Warm, golden-orange light)",
"intensity": "Strong, creating a dramatic rim light on the rider's hair and the horse's form. It casts long, dynamic shadows and intensely illuminates the dust cloud."
},
"fill_light": {
"type": "Skylight & Bounce from Canyon Walls",
"color": "Warm, earthy reds and oranges from the reflected light off the rocks.",
"intensity": "Provides a natural fill to illuminate the shadows, maintaining a high-contrast, cinematic look."
}
},
"main_subjects": {
"subjects": [
{
"type": "Character",
"description": "A strong, determined cowgirl with a focused, intense expression. Her long, dark hair is whipping wildly in the wind.",
"attire": "A slightly unbuttoned white shirt, practical blue jeans, and a classic brown cowboy hat. The PBR materials show the texture of the fabric, dust accumulation, and subtle sweat stains.",
"action": "She is riding with expert skill, one hand firmly holding the reins, the other holding a coiled lasso. Her body moves in perfect sync with the galloping horse."
},
{
"type": "Animal",
"description": "A powerful, muscular chestnut horse with a white blaze on its face. It's at a full, powerful gallop.",
"details": "Hyper-realistic muscle simulation showing the flexion and strain in its legs and torso. Its mane and tail whip violently in the wind. Sweat glistens on its coat, which is caked with dust. Its nostrils are flared as it breathes heavily."
}
]
},
"animation": {
"primary_animation": "The horse's powerful, realistic gallop cycle. The cowgirl's body realistically absorbs the motion. Her hair is driven by a complex physics simulation, flowing and whipping in the wind.",
"secondary_animation": "The massive, swirling cloud of dust and sand kicked up by the horse's hooves. The leather reins and lasso have their own physics, bouncing and reacting to the movement.",
"subtle_effects": "Small pebbles and grit are kicked up by the hooves. The fabric of the cowgirl's shirt ripples in the wind."
{
"time": "0.0s - 8.0s",
"sound": "The deep, thundering, and rhythmic sound of a horse galloping on hard-packed earth. The sound is dominant and powerful.
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Gainify
On Sept 12 open, $TSLA was $370.74 and Musk held 506.8M shares.

He spent $1B buying more, now owns 509.4M shares at $428.06.

That move alone = +$29B IN VALUE.

Genius move by @elonmusk

BREAKING: Elon Musk drops $1B on ~2.57M $TSLA shares. His FIRST open-market buy since 2020 https://t.co/NiG4GLewLb - Gainify
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Gainify
VOLATILITY LEADERS: Top 10 High-Beta Stocks ($50B+)

$ARM, $MSTR, $COIN, $SHOP, $PLTR, $APP, $HOOD, $RCL, $NVDA, $TSLA

📊 Beta = volatility vs the market → 2.0 means the stock moves 2x more than the S&P 500.

These giants swing at least 2x harder than the market.

Any surprises on this list?
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Ahmad Jivraj
If you could have bought the Internet, say in 1995, how much would you pay for it? Why?
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The All-In Podcast
Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private company shares, and fintech's future

(0:00) Introducing Vlad Tenev

(0:51) Jason tells his story of investing in Robinhood

(3:17) Tokenizing securities, offering tokenized shares in OpenAI and SpaceX, controversy

(7:29) Operating under Trump vs Biden, why offering tokenized securities for private companies could be revolutionary

(17:01) Criticisms around expanding access to sophisticated financial products

(19:34) Current landscape of financial companies, Robinhood’s future, competing with incumbents

(23:28) Harmonic and building mathematical superintelligence

@vladtenev @RobinhoodApp
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Quiver Quantitative
BREAKING: @elonmusk has bought approximately $1B of Tesla stock.

This is his first purchase on the open market in over 5 years.

$TSLA is up over 5% this morning, and just hit $420. https://t.co/arzN5coVjA
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Gainify
⚠️ VALUATION ALERT: $NVO now trades at just 14.3x P/E (5-yr low). https://t.co/Ef9s2SGcU8

🚨 GOOD NEWS - $NVO 🚨
EU approval makes Novo Nordisk’s oral semaglutide the first and only oral GLP-1 RA to reduce cardiovascular death, heart attack and stroke

Novo Nordisk announced that the EU has approved an updated label for Rybelsus® (oral semaglutide), making it the first and only oral GLP-1 treatment for type 2 diabetes with proven cardiovascular benefits.

The approval is based on results from the SOUL trial, which showed a 14% reduction in cardiovascular death, heart attack, and stroke compared with placebo.

Additional data also show fewer hospitalisations and consistent benefits across different patient groups. Further findings will be presented at the EASD 2025 meeting. In the US, regulatory decisions are expected later this year on extending Rybelsus®’s cardiovascular indication and on a daily oral Wegovy® pill for obesity with heart disease. Rybelsus®, launched in 2019, is now used by more than 2.4 million people worldwide.

Bullish $NVO! - TacticzHazel - Value Investing
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Quiver Quantitative
JUST IN: Representative Lisa McClain just filed dozens of new stock trades.

She bought stock in UnitedHealth.

This caught my eye because she sits on the House Oversight Subcommittee on Health Care.

$UNH is up 29% since her purchase.

Full trade list up on Quiver. https://t.co/fwcdr1FdeB
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Yellowbrick Investing
$WIX

We think $WIX remains an asymmetric long even after a ~50% rally driven by bookings acceleration, strong FCF, and buyback yield. The bear case centers on deceleration in the core business, margin compression from Base44, and SBC eating into FCF. we think this is wrong - Orel
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