Umesh
Take 7! https://t.co/NGbDsGr3Fk

Take 6!

Prompt : From a soaring aerial, the rider rockets across a collapsing skyline, rooftops narrowing into jagged ledges. Camera hovers tight above as he angles through curved glass and steel, void yawning between buildings. Each rooftop leap sparks drama, until he threads impossibly across the final span, city blurring below.

Made with 2.5 Turbo on @Kling_ai ! - Umesh
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Yellowbrick Investing
$SPCB

Collecting thoughts on latest microcap which has my attention Supercom $SPCB:
- primarily electronic monitoring business
- 70% reoccurring revenue, trades at 5.6x trailing non-gaap earnings
- has been CAGRing their monitoring program at 30%+ vs category avg of 14% - Better Nest
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Investing visuals
In my opinion, $RBRK is the best SaaS play right now:

🔹 Founder-led
🔹 No debt
🔹 Operating leverage kicking in
🔹 Revenue growth of 51%
🔹 Trading at half the valuation of peers

And to top it off: 6x Gartner Magic Quadrant leader in Backup & Data Protection. https://t.co/khnoK4LI16
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Dimitry Nakhla | Babylon Capital®
Quantum Computing Stocks in a Bubble?

Let’s take a look at some of their Market Caps and Revenue Estimates & see:

1. How many times Revenue has to double for you to get your money back if you purchased the entire business

2. While assuming a 100% Net Income Margin
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Quiver Quantitative
JUST IN: Representative Jonathan Jackson just filed new stock purchases.

He bought Doximity, $DOCS, an online platform for doctors.

It's the first time we have ever seen a politician buy this stock.

He also bought stock in Lam Research, $LRCX.
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Yellowbrick Investing
Is it because it loses money or that it's not growing that $BLNK is up 100% in the last 3 months?
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Quiver Quantitative
UPDATE: Representative Cleo Fields bought stock in a Bitcoin mining company called IREN this summer.

It was the first time we had ever seen a politician buy this stock.

$IREN has now risen 163% since his trade.

It's up another 6% today. https://t.co/kQL2zkqtEY
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The Startup Ideas Podcast (SIP) 🧃
RT @gregisenberg: I always wanted to make a movie. So I made one about the craziest moment in tech history.

Episode 1 of The AI Gold Rush documentary is out now. https://t.co/KgSxb3l2xa
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Umesh
RT @icreatelife: Adobe just releases Presets in Firefly Boards

I helped designing some of them and invite you to try turning yourself into Y2K nostalgic vibes.

Presets are using different models (Nano Banana, Flux Kontext, GPT, Firefly models) and makes life easier and creating faster. https://t.co/qsDhrpytoi
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The Startup Ideas Podcast (SIP) 🧃
"The AI Gold Rush" documentary is live!

This is an insane moment in time where apps go from idea to $1M–$100M ARR faster than anyone thought possible with AI

Part 1 of 5 is out now on YouTube and X. https://t.co/jSYKYFtUDN
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