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memenodes
Imagine receiving salary in crypto and it starts dumping immediately https://t.co/3fD6FZkEbg
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Imagine receiving salary in crypto and it starts dumping immediately https://t.co/3fD6FZkEbg
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Illiquid
Nexperia moving most of its production out of China to Malaysia.
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Nexperia moving most of its production out of China to Malaysia.
China escalates Nexperia dispute as Malaysia shift looms
Beijing opts for legal means in Nexperia dispute rather than supply‑chain disruption, while signaling growing impatience https://t.co/MDvfpGaXTO tweet
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The Few Bets That Matter
Sure, Venezuela has plenty of oil; but oil is worthless without infrastructure to extract it.
The Venezuelan government probably hasn’t prioritized those.
That’s why names like $SLB and $HAL are shooting.
There’s work to be done, and they’re the ones who can do it.
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Sure, Venezuela has plenty of oil; but oil is worthless without infrastructure to extract it.
The Venezuelan government probably hasn’t prioritized those.
That’s why names like $SLB and $HAL are shooting.
There’s work to be done, and they’re the ones who can do it.
Shocking stat of the day:
Venezuela’s oil production is currently at just 30% of the levels seen 15 years ago.
We could easily see another 3 million barrels of oil hit the market per day.
That’s more than the daily consumption of all but 6 countries in the world. https://t.co/lCbUHhpNon tweet
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The Few Bets That Matter
Seeing a lot of $PATH bear cases lately. Most - all, of them about potential Mag7 competition.
Sure, they could replicate the service. They aren’t.
Google and Microsoft are focused on AI infra & core platforms while $PATH is executing. And data shows demand is accelerating.
Will this hold for a decade? Maybe. Maybe not. But I don’t need it to. If $PATH runs for 18 to 24 months until the big guys propose a serious and comparable service, I'll be fine. That’s a very good trade. Assuming the service will be good enough then to take shares and break $PATH's switching costs.
Competition exists everywhere. The Mag7 are more capable than any startup, and yet startups win all the time.
If we continue to take those bear case seriously, we only invest in the Mag7 because they can do anything.
In the meantime, I'd rather trade the data that the "maybes". And the data is crytal clear
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Seeing a lot of $PATH bear cases lately. Most - all, of them about potential Mag7 competition.
Sure, they could replicate the service. They aren’t.
Google and Microsoft are focused on AI infra & core platforms while $PATH is executing. And data shows demand is accelerating.
Will this hold for a decade? Maybe. Maybe not. But I don’t need it to. If $PATH runs for 18 to 24 months until the big guys propose a serious and comparable service, I'll be fine. That’s a very good trade. Assuming the service will be good enough then to take shares and break $PATH's switching costs.
Competition exists everywhere. The Mag7 are more capable than any startup, and yet startups win all the time.
If we continue to take those bear case seriously, we only invest in the Mag7 because they can do anything.
In the meantime, I'd rather trade the data that the "maybes". And the data is crytal clear
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God of Prompt
RT @LyashchMaxim: the n8n automations alone are worth the price of admission.
prompts are cool, but automated workflows are what actually scale a business. "pay once, own forever" is a dying business model in the SaaS era. grab this before they switch to subscription💎
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RT @LyashchMaxim: the n8n automations alone are worth the price of admission.
prompts are cool, but automated workflows are what actually scale a business. "pay once, own forever" is a dying business model in the SaaS era. grab this before they switch to subscription💎
Your premium AI bundle to 10x your business
→ Prompts for marketing & business
→ Unlimited custom prompts
→ n8n automations
→ Use code SUCCESS26 for 20% off
→ Pay once, own forever
Grab it today 👇
https://t.co/C8Zzw2Jkpc tweet
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Dimitry Nakhla | Babylon Capital®
On Aug 13 2025, $FICO traded ~37x NTM
Since then, $FICO is up +23%, with the multiple expanding back to ~40x (+8% multiple expansion)
In other words, growth did a lot of the work
This is the power of a business compounding at an aggressive rate — the multiple can look “expensive” at first glance, then appear relatively cheap just a few years later
Quality & growth has a way of solving valuation concerns over time if you allow the business to compound
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On Aug 13 2025, $FICO traded ~37x NTM
Since then, $FICO is up +23%, with the multiple expanding back to ~40x (+8% multiple expansion)
In other words, growth did a lot of the work
This is the power of a business compounding at an aggressive rate — the multiple can look “expensive” at first glance, then appear relatively cheap just a few years later
Quality & growth has a way of solving valuation concerns over time if you allow the business to compound
Dev Kantesaria put it well: "Getting worked up over whether a stock trades at 26 or 29 times earnings is far less important than making sure you own the right business."
My takeaway: "Cheap" is expensive if the business sucks. "Expensive" is cheap if the business compounds. https://t.co/iUdixBLKaS tweet
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Fiscal.ai
Jeff Bezos in 2013:
"Percentage margins don't matter. What matters always is dollar margins: the actual dollar amount. Companies are valued not on their percentage margins, but on how many dollars they actually make"
$AMZN https://t.co/JToEodklWr
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Jeff Bezos in 2013:
"Percentage margins don't matter. What matters always is dollar margins: the actual dollar amount. Companies are valued not on their percentage margins, but on how many dollars they actually make"
$AMZN https://t.co/JToEodklWr
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