Ahmad
manifesting a new drop

i believe in you, whale https://t.co/udSMdvxqWq
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Ahmad
i know this isnʼt a popular opinion

but LLMs is missing probably a piece, or two at most, to get us to AGI/ASI
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Here are five quality stocks that faced multiple compression due to short-term growth concerns, creating buying opportunities for those looking beyond temporary challenges

Multiple compression doesn’t always signal a broken thesis—it can be an opportunity 🧵 https://t.co/K2rpHr3c2Q

Many investors seek quality & are willing to pay a premium multiple, but when short-term growth concerns trigger multiple compression, they mistakenly rationalize:

“Lowered growth justifies this, I should look elsewhere now”
___

This is often a misstep. Will share a 🧵 soon - Dimitry Nakhla | Babylon Capital®
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Ahmad
that human thing
the will to be, to be seen, to do
it’s what runs the whole system
everything else is just background
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Read
Hi there https://t.co/usnIUHIr4x
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Ahmad
re: PyTorch Monarch https://t.co/ZpAoIfcdwO
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Ahmad
“grok, fix the algo and make no mistake”

— an intern, probably

@TheAhmadOsman dude, I really feel the X team is vibe algorithming, a social platform’s algo shouldn’t change so often - Yuchen Jin
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Ahmad
RT @TheAhmadOsman: https://t.co/V585c9g1vI

https://t.co/N37HvwJi3Q - Ahmad
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Read
RT @drawl: @nearcyan Someone finally built this, I’ve been thinking about the hyperfinacialization of everything for a while and have wondered when gambling would reach consumer finance

I’m waiting for Klarna to add a “coin flip” option at checkout where you either get the item free or pay double
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Ahmad
succession is my all-time favorite show (my wife loathes it lol)

roman is my 2nd favorite character after tom

don't gamble, but take calculated risks, otherwise you might end up in the permanent underclass

goodnight https://t.co/O8FNVqYUtF
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Investing visuals
Both $V and $MA report earnings next week.

Here’s how they stack up fundamentally 👇 https://t.co/v3AGYHWkop

Packed earnings week ahead!

Notable names:
• Monday: $NXP, $WM
• Tuesday: $SOFI, $UNH, $PYPL, $V
• Wednesday: $META, $MSFT, $GOOGL, $NOW, $MELI
• Thursday: $AMZN, $AAPL, $COIN, $NET

Which one are you most looking forward to? https://t.co/jZBZEnHX0g - Investing visuals
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