Umesh
wow!

Prompt with image as input: show a wide shot of the road with a man and woman walking with a cat in a park. https://t.co/9QxP1ZA2WF

A new SOTA image-editing model is here!

It delivers incredible results with chain-of-thought reasoning.

If you're a professional designer or app builder, try Riverflow 1 on @runware.

Here are five great examples ⤵️

1. From a top-down view to various angles https://t.co/tNzObNktF7 - Umesh
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Investing visuals
Which AI stock do you think is worth buying right now?

Chip design
• $NVDA $183
• $AMD $233
• $AVGO $349

Components
• $MU $202
• $SMCI $45

Manufacturers
• $TSM $295
• $INTC $37

Power
• $SU $246
• $CEG $386

Equipment
• $ASML $1021
• $AMAT $224 https://t.co/j8ZMIrMhdA
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AkhenOsiris
5 to 10 years later:

Legacy ______ wasn't destroyed by fumbling decisions but simply the onslaught of AI

Fill in the blank

@TheStalwart Entire thread on this - modest proposal
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Dimitry Nakhla | Babylon Capital®
RT @PythiaR: @AretardInvestor @DimitryNakhla SBC is $180m

If you’re using EV you need to add back & tax affect the $1.5b in net interest expense.

So you’d be looking at more like $3b of FCFF on $93b of EV.

Again, not 50 or 60x.
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Dimitry Nakhla | Babylon Capital®
“During the third quarter of fiscal 2025, $TDG repurchased 105,567 shares of its common stock at an average price per share of $1,240.91 for a total amount of approximately $131 million.

For the thirty-nine week period ended June 28, 2025, $TDG repurchased 401,036 shares of its common stock at an average price per share of $1,246.71 for a total amount of approximately $500M”

“During the second quarter of fiscal 2025, TransDigm repurchased 42,669 shares of its common stock at an average price per share of $1,249.52 for a total amount of approximately $53 million.”

Why’s this relevant?

Management typically repurchases shares with a disciplined approach and focus on compounding shareholder value at roughly 20% annualized returns

$TDG trades near $1,250 - Dimitry Nakhla | Babylon Capital®
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Yellowbrick Investing
Leaked comments about an executive complaining about leaks are my favorite

Bari Weiss "has complained that her comments at private CBS meetings keep turning up in media reports, asking if the company can identify the leakers, according to three people familiar with her remarks." https://t.co/3faTj037YB - Brian Stelter
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App Economy Insights
🇺🇸 New milestone for US chipmaking.

$NVDA and $TSM just celebrated the first US-made Blackwell wafer, produced at TSMC's new fab in Phoenix, Arizona.

NVIDIA CEO Jensen Huang: "After less than a year, we're now manufacturing the most advanced chips for AI here in the US."
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App Economy Insights
$NFLX Netflix reports on Tuesday.

• The company no longer reports subscribers.
• Instead, operating profit is the north star.
• Management expects ~$13.3B in FY25.

Here's the operating profit trend over the past 5 years.
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App Economy Insights
$NFLX Netflix reports on Tuesday.

• The company no longer reports subscribers.
• Instead, operating profit is the north star.
• Management expects ~$13.3B in FY25.

Here's the operating profit trend over the past 5 years. https://t.co/2jL2SLCXAc
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Umesh
Aligning the question reveals the answer standing tall!

Start frame : Midjourney
End frame : Riverflow 1 on @runware
Video : Kling AI 2.1
Upscale : @topazlabs
Music : ElevenLabs

#Riverflow #OneShot https://t.co/busLUUPnLE

Want free credits to try Riverflow and a chance to win $1000? Join the #OneShot challenge 👇

Like and reshare the quoted post and DM us to get $10 Runware credit.

For a shot at the $1000 prize:
• Generate an image with Riverflow
• Post it with #Riverflow and #OneShot

💰 Our favourite one-shot wins $1000! - Runware
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