David Colombo
This is the submission for @chromaawards of my latest project, The Chase, made almost entirely with the @freepik suite. I drew inspiration from all those films of my teenage years and youth that left a mark on me both as a viewer and as an editor — especially @BMW Films, which for me was a turning point in car chases. As for the rest of my influences, I’ll keep them to myself so I don’t spoil the film for you. I hope you enjoy it! Big thanks to my friend @munoz_benj86450, who’s always there to help me polish things up with his ideas
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Umesh
While many are saying it's going to be just AI slop, it will be interesting to see how things unfold!

It can go both ways: Sora or Ghibli.

Remember how the Ghibli trend went viral; I think OpenAI wished they had a social media platform at that time.

Sora 2 is cooming

“ OPENAI IS PREPARING to launch a stand-alone app for its video generation AI model Sora 2, WIRED has learned. The app, which features a vertical video feed with swipe-to-scroll navigation, appears to closely resemble TikTok except it’s AI-generated. “ https://t.co/KgZyb2DbBF - Jimmy Apples 🍎/acc
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David Colombo
Learn AI with @munoz_benj86450
What a masterpiece, brother.

A continuation of "The Survivor." I'm still working on this small project, trying to go a little further every day in terms of cinematography. Everything was done with @freepik , and @FlowbyGoogle . Although one of the tricks wouldn't be possible without #wan2.2 https://t.co/52pji4aq45 - Benjamin Munoz Alonso
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ToffCap
RT @LuxOpesResearch: And we're out with a new publication

Grab a ☕️ and enjoy!

🇺🇸 Carnival $CCL
🇩🇪 Borussia Dortmund $BVB
🇫🇷 Gensight Biologics $SIGHT
🇫🇷 Bonduelle $BON
🇨🇿 Doosan Škoda Power $DSPW
🇫🇷 Xilam $XIL
🇫🇷 Alten $ATE
🇩🇪 Lufthansa $LHA
🇳🇱 Kendrion $KENDR
🇨🇭 Montana Aerospace $AERO
🇫🇷 Waga Energy $WAGA
🇪🇸 Ecoener $ENER
🇫🇷 Marie Brizard Wine & Spirits $MBWS
🇫🇷 Cegedim $CGM
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AkhenOsiris
RT @trader_53: $TSLA Canacc0rd EBITDA assumptions for 2035: $77.5B

😂 https://t.co/vFDCuCrwCZ
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ToffCap
2CRSi #AL2SI confirming the first part of its '$610m' contract - $290m.

Look at all that $NVDA name dropping.

So by now the company has what, ~$440m contracted in the pipeline...

Not bad for a EUR 240m enterprise value. https://t.co/oarHfFspCx

Just published on a new company, and this is one I’m going to need your help with.

No paywall on this one.

Despite having done little work on the industry, I took as small position in 2CRSi $AL2SI a few months back with the intention to scale it up as we did the works.

I figured that the current order momentum was still not nearly being reflected in the price, and we could at least play this one for a short rerating.

Well, the market clearly woke up on this one.

Our smallish position is up +160% and we’re hitting ourselves for having postponed the hard work to today.

Despite the recent move, the valuation does not seem right given the ongoing transformation, growth and hype potential.

We’re doing work on it but we are still uncomfortable sizing this one up properly; it’s an industry that is changing rapidly, with a lot of moving pieces.

With our still sub-par understanding of the industry and the story moving fast, I felt it would be good to put this one out there, asking knowledgeable people for their input.

So, in short: Is 2CRSi a hidden gem or not?

Any help is appreciated 🙏 - ToffCap
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Umesh
I have been testing a new voice model from Hume AI!

It's pretty awesome. I will share more details soon.
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Investing visuals
$GOOGL business segments breakdown 🔎 https://t.co/tSZVBdWASr
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ToffCap
Lindbergh $LDB going vertical... https://t.co/QYRiI0nTbf
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Yellowbrick Investing
$PBAM

The VIC pitch is very well written yet simple: At ~8x P/E and 1.3x P/B, $PBAM is still at an attractive entry point.

In the short term (1-2 years), $PBAM will continue to perform (high teens ROE, high 40s / low 50s efficiency ratio, alongside relatively low risk).

In the medium term (~2-3 years), we seen an uplisting (OTC to NASDAQ) that will lead to a substantial re-rating of the stock (comps trade much higher). If this was trading on the NASDAQ today, easily would be at a 12x P/E.

In the long term (~5-years), $PBAM will seek a sale. This is relatively evident base on its current growth focus (no dividend) and management history (both CEO and controlling Chairman involved with prior bank sales). - BoujeeBanker
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