Capital Employed
Investor interview #119 dropping tomorrow.

Sign-up to get this interview sent to your inbox --->

https://t.co/SUDtX1pI0Z
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ToffCap
RT @LuxOpesResearch: Out with a new publication 👇

Lots of profit warnings these days...

🇨🇭 Mobilezone $MOZN
🇨🇭 Aryzta $ARYN
🇩🇪 BMW $BMW
🇨🇭 Ypsomed Holding $YPSN
🇩🇪 Gerresheimer $GXI
🇳🇱 CTAC $CTAC
🇪🇸 Repsol $REP
🇫🇷 SEB $SK
🇫🇷 Voyageurs du Monde $ALVDM
🇬🇧 Aston Martin Lagonda $AML
🇦🇹 Agrana $AGR

Enjoy!
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Investing visuals
How $PLTR makes money:

• U.S. government $426M (+53%)
• U.S. commercial $306 (+92%)
• International $272 (+13%)

Total revenue: $1Bln in Q2 💸 https://t.co/rXPXTYJmvp
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Investing visuals
How $AMD makes money:

• Data center: $3.2B (+14%)
• Client (processors): $2.6% (87%)
• Gaming: $1B (+35%)
• Embedded (specialized chips): $-4%)

Total revenue in Q2: $7.6B (+32%) https://t.co/jtivMNOxTL
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Umesh
RT @carolletta: Excited to share my latest article! Discover how I transformed a rabbit character into a stunning lamp using Photoshop’s Generative Fill with Gemini 2.5 (Nano Banana) and FLUX Kontext Pro.

From magical forest scenes to versatile packaging, unlock AI-powered creativity!

Link to both X Articles on the thread 👇

This article is sponsored by @Adobe Firefly through a paid partnership, showcasing my experiences as a Brand Ambassador for their innovative platform. All opinions are my own.
#AdobeFireflyAmbassadors #Ad #PhotoshopPartnerModels
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Quiver Quantitative
[UPDATE]

$IREN has now risen 271% since Representative Cleo Fields bought in.

It's been three months.

Fields' purchase was the first time we had ever seen a politician buy the stock.

Up another 5% today. https://t.co/c3XZKPR8lf
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Umesh
Timelapse videos are useful.

I tried some on Leonardo AI using Kling’s latest 2.5 Turbo model.

Here are five great examples with prompts.

1. Start with a quiet dawn beside a calm river: soft mist hangs low, birds drift across the water. A solitary wooden hut stands by the shore, primitive, handmade, smoke curling from its chimney. As time accelerates, the hut splits and multiplies into other small dwellings, then shifts to stone and brick. Roads emerge like veins in all directions, horse-drawn carts flickering into motion. In a heartbeat, buildings grow taller, brick becomes steel, then glass. Horse carts vanish into early automobiles, which blur into electric trams, then vanish again into ghosted traces of traffic. Skyscrapers rise in rhythmic bursts, each floor stacking faster than the last. Streetlights blink to life, glowing yellow then cool white, as day shifts to night and back in rapid cycles. The skyline thickens, cranes swing and dissolve mid-build, neon signs and digital screens flicker on. The city pulses with life, people as blurred streaks, windows as glowing cells in a living organism. End with a sweeping aerial view: a gleaming modern metropolis, riverside still visible, where only silence lived ten seconds ago.
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Yellowbrick Investing
Added 55 new stock write-ups to the site (pt 1):
@LuxOpesResearch (quick overviews) - $SHEL.L, $ULVR.L, $TKA.DE, $ANA.MC, $KOF.PA, $RIEN.SW, $LOUP.PA, $BAS.DE, $OMV.F, $RDC.DE, $VLA.PA
@SFarringtonBKC - $GMX.TO
@vk250382 - $KITW.L (overview)
@RaasGroup - $CTE.AX https://t.co/OfoulZwsyf
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