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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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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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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
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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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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Offshore
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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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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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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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Offshore
Video
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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"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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Offshore
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Umesh
Nature as a poem!
Prompt: Cinematic macro video from beneath a broad green leaf at dawn. The camera is tucked under the leaf, angled toward a pale-gold sky. A single raindrop trembles on the serrated edge, catching first light. As the sun rises, beams refract through the droplet, casting prismatic flares across the leaf’s veins. Shoot in slow motion (120 fps) with a shallow depth of field for creamy bokeh of soft branches beyond. Subtle focus pulls track the quiver, then the droplet releases in a glittering arc. Backlit mist glows; gentle lens flare. Natural soundscape, early birds, distant breeze. Organic color grade, high dynamic range.
[ Kling AI + ElevenLabs + Suno ]
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Nature as a poem!
Prompt: Cinematic macro video from beneath a broad green leaf at dawn. The camera is tucked under the leaf, angled toward a pale-gold sky. A single raindrop trembles on the serrated edge, catching first light. As the sun rises, beams refract through the droplet, casting prismatic flares across the leaf’s veins. Shoot in slow motion (120 fps) with a shallow depth of field for creamy bokeh of soft branches beyond. Subtle focus pulls track the quiver, then the droplet releases in a glittering arc. Backlit mist glows; gentle lens flare. Natural soundscape, early birds, distant breeze. Organic color grade, high dynamic range.
[ Kling AI + ElevenLabs + Suno ]
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App Economy Insights
Alibaba turns up AI CapEx and ambition.
• CEO Eddie Wu sees $4T AI infra wave.
• Increasing its $53B AI spending plan.
• New Qwen3-Max (1T+ params).
• Chasing top-tier compute.
• $BABA stock +8% today. https://t.co/I6gZ6HF6qG
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Alibaba turns up AI CapEx and ambition.
• CEO Eddie Wu sees $4T AI infra wave.
• Increasing its $53B AI spending plan.
• New Qwen3-Max (1T+ params).
• Chasing top-tier compute.
• $BABA stock +8% today. https://t.co/I6gZ6HF6qG
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