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 isn’t quality, it’s 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 isn’t quality, it’s 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
Offshore
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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."
tweet
$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 isn’t quality, it’s 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 isn’t quality, it’s 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
Offshore
Photo
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
tweet
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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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: A few noteworthy observations on $UBER
Revenue mix has materially diversified
𝐌𝐨𝐛𝐢𝐥𝐢𝐭𝐲 is no longer the whole story — 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐲 has gone from negligible to meaningful contributors over time, reducing reliance on a single segment
𝐌𝐨𝐛𝐢𝐥𝐢𝐭𝐲 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
𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐲 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
𝘗𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘦𝘯𝘨𝘢𝘨𝘦𝘮𝘦𝘯𝘵 keeps expanding as 𝘔𝘰𝘯𝘵𝘩𝘭𝘺 𝘈𝘤𝘵𝘪𝘷𝘦 𝘗𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘊𝘰𝘯𝘴𝘶𝘮𝘦𝘳𝘴 have steadily increased to new highs, reinforcing Uber’s 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
𝐌𝐨𝐛𝐢𝐥𝐢𝐭𝐲 is no longer the whole story — 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐲 has gone from negligible to meaningful contributors over time, reducing reliance on a single segment
𝐌𝐨𝐛𝐢𝐥𝐢𝐭𝐲 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
𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐲 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
𝘗𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘦𝘯𝘨𝘢𝘨𝘦𝘮𝘦𝘯𝘵 keeps expanding as 𝘔𝘰𝘯𝘵𝘩𝘭𝘺 𝘈𝘤𝘵𝘪𝘷𝘦 𝘗𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘊𝘰𝘯𝘴𝘶𝘮𝘦𝘳𝘴 have steadily increased to new highs, reinforcing Uber’s network effects across rides, delivery, & freight
A combination of scaling, diversification, & improving durability across the platform
tweet
Offshore
Video
Moon Dev
the riskiest thing a trader can take
is to bet on their emotions over the next 1000 trades https://t.co/EiEUr4ktuj
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the riskiest thing a trader can take
is to bet on their emotions over the next 1000 trades https://t.co/EiEUr4ktuj
tweet
Offshore
Photo
App Economy Insights
$META Zuck launches "Meta Compute."
• New top-level AI infrastructure unit
• Led by Santosh Janardhan (ex-Google)
• Building tens of gigawatts this decade
• Hundreds of gigawatts over time ⚡️ https://t.co/CfMxwwQZ5Q
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$META Zuck launches "Meta Compute."
• New top-level AI infrastructure unit
• Led by Santosh Janardhan (ex-Google)
• Building tens of gigawatts this decade
• Hundreds of gigawatts over time ⚡️ https://t.co/CfMxwwQZ5Q
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Offshore
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Clark Square Capital
RT @Reignots: The news isn’t even on any of $GRVY news or SEC filings since it happened at the GungHo level - Gravity is 20-25% of GungHo’s equity value at current discount so it’s a material part of the turnaround story being pushed by Strategic. Few besides @ClarkSquareCap is on top of this. https://t.co/KgdmRFoYIh
tweet
RT @Reignots: The news isn’t even on any of $GRVY news or SEC filings since it happened at the GungHo level - Gravity is 20-25% of GungHo’s equity value at current discount so it’s a material part of the turnaround story being pushed by Strategic. Few besides @ClarkSquareCap is on top of this. https://t.co/KgdmRFoYIh
This is it - the ignition catalyst. Didn’t think we’d ever get that fossil out. A big win for Japanese activism. PT $80-100 if ANY return of capital is considered. $GRVY tweet
Offshore
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The Few Bets That Matter
$DUOL just made a fresh 52-week low.
It doesn’t matter how much you like it, the stock won’t be rewarded until we have a clear view on growth. At 8× sales, anything under 30% growth gets punished.
The market prices the future, not the past. Stop looking backward, past growth doesn't matter.
tweet
$DUOL just made a fresh 52-week low.
It doesn’t matter how much you like it, the stock won’t be rewarded until we have a clear view on growth. At 8× sales, anything under 30% growth gets punished.
The market prices the future, not the past. Stop looking backward, past growth doesn't matter.
tweet