ToffCap
RT @LuxOpesResearch: Grab a good cup of ☕️ and enjoy our new publication 👇

We discuss:

🇩🇪 TUI AG $TUI1
🇫🇷 Savencia $SAVE
🇫🇷 Guerbet $GBT
🇵🇱 Answear $ANR
🇫🇷 HDF Energy $HDF
🇩🇪 Salzgitter $SZG
🇫🇷 Altamir $LTA
🇫🇷 Figeac Aero $FGA
🇪🇸 Aena $AENA
🇩🇪 Ströer SE $SAX
🇳🇱 ASM International $ASM
🇫🇷 Genfit $GNFT
🇫🇷 OSE Immunotherapeutics $OSE
🇩🇪 Porsche $P911
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Dimitry Nakhla | Babylon Capital®
15 Technology Stocks that Quadrupled FCF Per Share Since 2015 (% CAGR) | LTM ROIC 💸

$INTU $5.06 > $21.64 (16%) | 19%
$GOOGL $1.21 > $5.42 (17%) | 30%
$BKNG $58.72 > $277.89 (18%) | 66%
$ASML $5.09 > $27.75 (19%) | 52%
$MA $3.45 > $18.06 (19%) | 65%
$PANW $0.65 > $4.89 (22%) | 13%
$KLAC $3.42 > $28.01 (23%) | 45%
$META $2.73 > $19.36 (23%) | 32%
$AVGO $0.70* > $4.06 (24%) | 17%
$LRCX $0.33 > $4.20 (29%) | 40%
$MPWR $1.31 > 14.60 (29%) | 19%
$ANET $0.19 > $3.11 (34%) | 32%
$AMD $0.25* > $2.14 (48%) | 4%
$APP $0.92* > $8.25 (49%) | 63%
$NVDA $0.03 > $2.92 (52%) | 87%
___

*$AVGO data since 2016
*$AMD data since 2019
*$APP data since 2019
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Yellowbrick Investing
It’s interesting that at a time when revenue is less sticky and lower margin (and not even accurately recorded), VCs are paying the most attention to it

You might hate what I have to say, that doesn’t make it wrong. Venture equity dollars are allocated on a relative basis. 3/3/2/2 are not the fastest growth assets today. That’s just the truth. That doesn’t mean 3/3/2/2 are bad companies, they’re just not venture equity relevant today. If it turns out that those fast growth companies slow down, maybe 3/3/2/2 becomes interesting again. My whole career has been about raising the ambition. My own, my teams’, my founders’. Ambition is about looking forward and right now 3/3/2/2 is behind us. - Hemant Taneja
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Quiver Quantitative
We posted this report last week after we saw a suspicious stock trade by a member of Congress.

$BBAI has now risen almost 50% since then.

Follow for more reports. https://t.co/OgNshbC0Cq
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App Economy Insights
🤝 Intel x NVIDIA Pact Explained

$NVDA puts $5B into $INTC + a multi-year collab.

What changes for AI capacity and Intel’s math?

Full breakdown + visuals. 👇
https://t.co/Lzh49b9FuT
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Umesh
Kling AI with 2.5 Turbo Video Model!

Prompt : The camera skims in at wave height toward a weathered limestone arch, a gentle Dutch tilt lending momentum. It slips through the opening and completes a smooth 360° roll timed to the swell, spray briefly dotting the lens as light blooms in the mist. Tilting up, the frame discovers a climber beneath the cliff lip; the push-in softens depth as we ease into an orbit mid-swing. The circle tightens to a 3–5 m radius, drifting into graceful slow motion at the apex while ribbed stone pillars streak past for rich parallax. The orbit lowers a couple of meters, angling down to reveal a calm eddy spiraling below. We settle back to real time, level the horizon, and glide wide as a soft sun flare brushes the glass.

⚡ Introducing Kling AI 2.5 Turbo Video Model!
Next-Level Creativity, Turbocharged! Now at Even Lower Price!
— From Kling AI Creative Partner @Wildpusa https://t.co/fl9Exha0Rc - Kling AI
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Yellowbrick Investing
Up 50% today @BlokeOak57182

$kdnc.l. 🙏 ⁦@joinyellowbrick⁩ https://t.co/HybwMtnZN7 - AlpinePM 🕊
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Yellowbrick Investing
Anyone looked at Archrock ($AROC)?
- Natural Gas compression
- Accelerated buybacks
- Increased dividend
- Increasing EPS estimates
- Management confident in growing demand due to LNG demand and AI onshoring
- Director just bought twice ($480k total)
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Umesh
RT @RobotCleopatra: 🎬 The Unfinished Film: Where your imagination leads and AI follows

Curious what happens when an unfinished film goes public? “The Unfinished Film” – Adobe + Sam Finn – is your playground. Creators, artists & dreamers: let Firefly AI fuel your imagination and co-create something insane.

Don’t just watch… dive in and join the chaos!

This video is sponsored by #AdobeFirefly as a paid partnership with @Adobe Firefly Brand Ambassador.
#AdobeFireflyAmbassadors #Ad #FireflyUnfinishedFilm
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Quiver Quantitative
UPDATE: Earlier this year we caught a STOCK Act violation.

Representative Debbie Wasserman Schultz filed a 2024 purchase of New Gold stock, $NGD.

She is the only member of Congress who we have ever seen buy this stock.

It has now risen 488% since the trade. https://t.co/cuJkmLipxm
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