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The Few Bets That Matter
$BABA is also pushing higher on some regulatory news.
China regulators are pushing on food-delivery price wars, hitting on "unfair" competition which could be a net positive for the big players who already own the market.
Less competition, higher to stable margins, less pricing wars.
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$BABA is also pushing higher on some regulatory news.
China regulators are pushing on food-delivery price wars, hitting on "unfair" competition which could be a net positive for the big players who already own the market.
Less competition, higher to stable margins, less pricing wars.
tweet
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The Few Bets That Matter
If $NBIS closes like this, we're officially back in uptrend.
Who doubted this? Many...
Not me, and I've had and shared my confidence, with clear arguments, to continue buying ๐
https://t.co/9d47ggR888 https://t.co/TzlK25ZBRy
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If $NBIS closes like this, we're officially back in uptrend.
Who doubted this? Many...
Not me, and I've had and shared my confidence, with clear arguments, to continue buying ๐
https://t.co/9d47ggR888 https://t.co/TzlK25ZBRy
I am still a buyer for a few handful reasons.
1. I believe the FED needs to continue to cut rates, and will in December.
https://t.co/5joU9HUnh1
2. I believe in AI and that $NVDA isn't a fraud, and the data backs me up.
https://t.co/jvzeGM3kwY
3. $TMDX is more than 30% of my portfolio, a recession and AI proof business unaffected by rate cuts, so even if the rest of the market falls liquidity should go towards those kinds of assets.
https://t.co/5ZqknmvPVz
4. Fiscal spending isn't and will not slow down during the next years and the only protection against this is assets, and this is also why I dobuled my $BTC weekly DCA.
That being said, the market is taking a hit and it won't recover from this in a few days with a V shape recovery like post liberation day as we do not have comparable catalysts before EOY.
So I am being prudent and slow in my purchases. There is no rush in today's market, you don't need to catch falling knifes, you just need to wait and be patient.
The few percentage point won by catching a bottom compared to following a trend aren't worth the risk. tweet
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Moon Dev
its crazy to think 95% of traders lose
and 100% of those traders use market orders https://t.co/8LloRLB6Iv
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its crazy to think 95% of traders lose
and 100% of those traders use market orders https://t.co/8LloRLB6Iv
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The Few Bets That Matter
This algorithm change is a massacre.
Content quality has not improved. And small creators are now effectively cut off from their own subscriber base with absurdly low reach, regardless of content's quality.
The algorithm decides what to push or not based on a very small & early sample that is most of the time not representative of global interest.
If I have 10k followers and my post is initially shown to 500 people who are not interested - and that is what happens based on my own stats, the algorithm concludes the content is not worth pushing further.
Less than 10% of your follower base decides of the fate of your post. And that's meant to improve content quality?
What gets pushed today is content that generates engagement fast, from a small portion of users, and X management assumes that this content is quality content.
What other kind of content could generate interest rapidly but quality? Cmon, we're on X, only quality matters here!
My ass.
Most aren't here for quality, and reducing reach won't boost quality either way, far from it, it'll just arbitrarily push the posts which do well in the first 10min on a small user base. And those are rarely qualitative.
What takes off isnโt quality, itโs whatever triggers quick reactions. Everything else is muted, not just lost in the flow of fast consumed content: muted. By design.
It's really motivating. Great job.
tweet
This algorithm change is a massacre.
Content quality has not improved. And small creators are now effectively cut off from their own subscriber base with absurdly low reach, regardless of content's quality.
The algorithm decides what to push or not based on a very small & early sample that is most of the time not representative of global interest.
If I have 10k followers and my post is initially shown to 500 people who are not interested - and that is what happens based on my own stats, the algorithm concludes the content is not worth pushing further.
Less than 10% of your follower base decides of the fate of your post. And that's meant to improve content quality?
What gets pushed today is content that generates engagement fast, from a small portion of users, and X management assumes that this content is quality content.
What other kind of content could generate interest rapidly but quality? Cmon, we're on X, only quality matters here!
My ass.
Most aren't here for quality, and reducing reach won't boost quality either way, far from it, it'll just arbitrarily push the posts which do well in the first 10min on a small user base. And those are rarely qualitative.
What takes off isnโt quality, itโs whatever triggers quick reactions. Everything else is muted, not just lost in the flow of fast consumed content: muted. By design.
It's really motivating. Great job.
tweet
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The Few Bets That Matter
$LULU's management shared they were expecting their Q4-25 to be on the high end of their guidance.
Glad I bought last week.
"Based on our performance over the holiday period, we expect to achieve the higher end of our previously communicated fourth quarter net revenue and EPS guidance. We remain focused on executing our action plan to drive improvement in our U.S. business and look forward to the opportunities in front of us."
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$LULU's management shared they were expecting their Q4-25 to be on the high end of their guidance.
Glad I bought last week.
"Based on our performance over the holiday period, we expect to achieve the higher end of our previously communicated fourth quarter net revenue and EPS guidance. We remain focused on executing our action plan to drive improvement in our U.S. business and look forward to the opportunities in front of us."
tweet
The Few Bets That Matter
This algorithm change is a massacre.
Content quality has not improved. And small creators are now effectively cut off from their own subscriber base with absurdly low reach, regardless of content's quality.
The algorithm decides what to push or not based on a very small & early sample that is most of the time not representative of global interest.
If I have 10k followers and my post is initially shown to 500 people who are not interested - and that is what happens based on my own stats, the algorithm concludes the content is not worth pushing further.
Less than 10% of your follower base decides of the fate of your post. And that's meant to improve content quality?
What gets pushed today is content that generates engagement fast, from a small portion of users, and X management assumes that this content is quality content.
What other kind of content could generate interest rapidly but quality? Cmon, we're on X, only quality matters here!
My ass.
Most aren't here for quality, and reducing reach won't boost quality either way, far from it, it'll just arbitrarily push the posts which do well in the first 10min on a small user base. And those are rarely qualitative.
What takes off isnโt quality, itโs whatever triggers quick reactions. Everything else is muted, not just lost in the flow of fast consumed content as it used to be, that was ok. No, muted. By design.
It's really motivating. Great job.
tweet
This algorithm change is a massacre.
Content quality has not improved. And small creators are now effectively cut off from their own subscriber base with absurdly low reach, regardless of content's quality.
The algorithm decides what to push or not based on a very small & early sample that is most of the time not representative of global interest.
If I have 10k followers and my post is initially shown to 500 people who are not interested - and that is what happens based on my own stats, the algorithm concludes the content is not worth pushing further.
Less than 10% of your follower base decides of the fate of your post. And that's meant to improve content quality?
What gets pushed today is content that generates engagement fast, from a small portion of users, and X management assumes that this content is quality content.
What other kind of content could generate interest rapidly but quality? Cmon, we're on X, only quality matters here!
My ass.
Most aren't here for quality, and reducing reach won't boost quality either way, far from it, it'll just arbitrarily push the posts which do well in the first 10min on a small user base. And those are rarely qualitative.
What takes off isnโt quality, itโs whatever triggers quick reactions. Everything else is muted, not just lost in the flow of fast consumed content as it used to be, that was ok. No, muted. By design.
It's really motivating. Great job.
tweet
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Fiscal.ai
Here are the 10 highest dividend yields in the S&P 500:
1. $LYB: 12.2%
2. $ARE: 8.9%
3. $CAG: 8.7%
4. $MO: 7.7%
5. $DOC: 7.4%
6. $VZ: 6.9%
7. $PFE: 6.8%
8. $KHC: 6.7%
9. $PGR: 6.6%
10. $VICI: 6.5% https://t.co/fkQIn5SZiF
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Here are the 10 highest dividend yields in the S&P 500:
1. $LYB: 12.2%
2. $ARE: 8.9%
3. $CAG: 8.7%
4. $MO: 7.7%
5. $DOC: 7.4%
6. $VZ: 6.9%
7. $PFE: 6.8%
8. $KHC: 6.7%
9. $PGR: 6.6%
10. $VICI: 6.5% https://t.co/fkQIn5SZiF
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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: A few noteworthy observations on $UBER
Revenue mix has materially diversified
๐๐จ๐๐ข๐ฅ๐ข๐ญ๐ฒ is no longer the whole story โ ๐๐๐ฅ๐ข๐ฏ๐๐ซ๐ฒ has gone from negligible to meaningful contributors over time, reducing reliance on a single segment
๐๐จ๐๐ข๐ฅ๐ข๐ญ๐ฒ continues to scale, even as growth normalizes. Absolute mobility revenue keeps climbing to new highs, while YoY growth has settled into a more sustainable range
๐๐๐ฅ๐ข๐ฏ๐๐ซ๐ฒ is re-accelerating. After a digestion phase, Delivery growth has picked back up into the high-teens / low-20% range, showing the segment still has legs at scale
๐๐ญ๐ข๐ต๐ง๐ฐ๐ณ๐ฎ ๐ฆ๐ฏ๐จ๐ข๐จ๐ฆ๐ฎ๐ฆ๐ฏ๐ต keeps expanding as ๐๐ฐ๐ฏ๐ต๐ฉ๐ญ๐บ ๐๐ค๐ต๐ช๐ท๐ฆ ๐๐ญ๐ข๐ต๐ง๐ฐ๐ณ๐ฎ ๐๐ฐ๐ฏ๐ด๐ถ๐ฎ๐ฆ๐ณ๐ด have steadily increased to new highs, reinforcing Uberโs network effects across rides, delivery, & freight
A combination of scaling, diversification, & improving durability across the platform
tweet
RT @DimitryNakhla: A few noteworthy observations on $UBER
Revenue mix has materially diversified
๐๐จ๐๐ข๐ฅ๐ข๐ญ๐ฒ is no longer the whole story โ ๐๐๐ฅ๐ข๐ฏ๐๐ซ๐ฒ has gone from negligible to meaningful contributors over time, reducing reliance on a single segment
๐๐จ๐๐ข๐ฅ๐ข๐ญ๐ฒ continues to scale, even as growth normalizes. Absolute mobility revenue keeps climbing to new highs, while YoY growth has settled into a more sustainable range
๐๐๐ฅ๐ข๐ฏ๐๐ซ๐ฒ is re-accelerating. After a digestion phase, Delivery growth has picked back up into the high-teens / low-20% range, showing the segment still has legs at scale
๐๐ญ๐ข๐ต๐ง๐ฐ๐ณ๐ฎ ๐ฆ๐ฏ๐จ๐ข๐จ๐ฆ๐ฎ๐ฆ๐ฏ๐ต keeps expanding as ๐๐ฐ๐ฏ๐ต๐ฉ๐ญ๐บ ๐๐ค๐ต๐ช๐ท๐ฆ ๐๐ญ๐ข๐ต๐ง๐ฐ๐ณ๐ฎ ๐๐ฐ๐ฏ๐ด๐ถ๐ฎ๐ฆ๐ณ๐ด have steadily increased to new highs, reinforcing Uberโs network effects across rides, delivery, & freight
A combination of scaling, diversification, & improving durability across the platform
tweet