Illiquid
Soft chemical mechanical planarization pads from a company that also makes underwear. https://t.co/LupqgdEK0B
tweet

Dimitry Nakhla | Babylon Capital®
One of the most important innovations in $ASML history was the PAS 5500 🤖

What made it special wasn’t just performance — it was architecture: 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘭𝘪𝘵𝘩𝘰𝘨𝘳𝘢𝘱𝘩𝘺 𝘴𝘺𝘴𝘵𝘦𝘮 𝘪𝘯 𝘵𝘩𝘦 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺 𝘣𝘶𝘪𝘭𝘵 𝘸𝘪𝘵𝘩 𝘢 𝒎𝒐𝒅𝒖𝒍𝒂𝒓 𝒅𝒆𝒔𝒊𝒈𝒏, 𝘸𝘩𝘦𝘳𝘦 𝘤𝘰𝘮𝘱𝘰𝘯𝘦𝘯𝘵𝘴 𝘸𝘦𝘳𝘦 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵𝘭𝘺 𝘮𝘢𝘯𝘶𝘧𝘢𝘤𝘵𝘶𝘳𝘦𝘥 𝘢𝘯𝘥 𝘵𝘩𝘦𝘯 𝘢𝘴𝘴𝘦𝘮𝘣𝘭𝘦𝘥 𝘭𝘪𝘬𝘦 𝘱𝘶𝘻𝘻𝘭𝘦 𝘱𝘪𝘦𝘤𝘦𝘴

That modularity was powerful: 𝐭𝐡𝐞 𝐦𝐚𝐜𝐡𝐢𝐧𝐞 𝐲𝐨𝐮 𝐛𝐮𝐲 𝐢𝐬 𝐧𝐞𝐯𝐞𝐫 𝐭𝐡𝐞 𝐟𝐢𝐧𝐚𝐥 𝐩𝐫𝐨𝐝𝐮𝐜𝐭 — $ASML could continuously upgrade systems by swapping modules and improving individual components over time

And the human element matters too: 𝐌𝐚𝐫𝐭𝐢𝐧 𝐯𝐚𝐧 𝐝𝐞𝐧 𝐁𝐫𝐢𝐧𝐤 was the architect behind it, and he and his team had to navigate the geopolitical uncertainty around Operation Desert Storm to keep $IBM engaged — ultimately winning them over
tweet

Dimitry Nakhla | Babylon Capital®
One of the most important innovations in $ASML history was the PAS 5500 🤖

What made it special wasn’t just performance — it was architecture: 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘭𝘪𝘵𝘩𝘰𝘨𝘳𝘢𝘱𝘩𝘺 𝘴𝘺𝘴𝘵𝘦𝘮 𝘪𝘯 𝘵𝘩𝘦 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺 𝘣𝘶𝘪𝘭𝘵 𝘸𝘪𝘵𝘩 𝘢 𝒎𝒐𝒅𝒖𝒍𝒂𝒓 𝒅𝒆𝒔𝒊𝒈𝒏, 𝘸𝘩𝘦𝘳𝘦 𝘤𝘰𝘮𝘱𝘰𝘯𝘦𝘯𝘵𝘴 𝘸𝘦𝘳𝘦 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵𝘭𝘺 𝘮𝘢𝘯𝘶𝘧𝘢𝘤𝘵𝘶𝘳𝘦𝘥 𝘢𝘯𝘥 𝘵𝘩𝘦𝘯 𝘢𝘴𝘴𝘦𝘮𝘣𝘭𝘦𝘥 𝘭𝘪𝘬𝘦 𝘱𝘶𝘻𝘻𝘭𝘦 𝘱𝘪𝘦𝘤𝘦𝘴

That modularity was powerful: 𝐭𝐡𝐞 𝐦𝐚𝐜𝐡𝐢𝐧𝐞 𝐲𝐨𝐮 𝐛𝐮𝐲 𝐢𝐬 𝐧𝐞𝐯𝐞𝐫 𝐭𝐡𝐞 𝐟𝐢𝐧𝐚𝐥 𝐩𝐫𝐨𝐝𝐮𝐜𝐭 — $ASML could continuously upgrade systems by swapping modules and improving individual components over time

And the human element matters too: 𝐌𝐚𝐫𝐭𝐢𝐧 𝐯𝐚𝐧 𝐝𝐞𝐧 𝐁𝐫𝐢𝐧𝐤 was the architect behind it, and he and his team had to navigate the geopolitical uncertainty around Operation Desert Storm to keep $IBM engaged — ultimately winning them over

Source: 𝘍𝘖𝘊𝘜𝘚 - 𝘛𝘩𝘦 𝘈𝘚𝘔𝘓 𝘞𝘢𝘺 by @marchijinkNRC
tweet

Brady Long
hey @grok is my job gone?

Introducing Cowork: Claude Code for the rest of your work.

Cowork lets you complete non-technical tasks much like how developers use Claude Code. https://t.co/EqckycvFH3 - Claude
tweet

Illiquid
The small cap we flagged at the end of this post is up 30% yesterday. 😵‍💫

https://t.co/1VqNUo4njR
tweet

Illiquid
2026 is another year for the thematic investor. Semicap subsystems are going to be a leveraged play on a consensus long. Many names already up but one Singaporean company is starting to get noticed. https://t.co/wwcXq4VJZC
tweet

Dimitry Nakhla | Babylon Capital®
While this would be great, I don’t think 200–300% in 5 years is an “easy” assumption🤔

$NFLX is definitely interesting here & I’ve shared my thoughts recently, but the math matters

If $NFLX hits 2028 EPS est. of $4.48 and then grows EPS at 15% CAGR from 2028–2030, you get roughly $5.92 in 2030 EPS

At a 30x multiple (essentially minimal multiple expansion), that implies a ~$178 share price — about a +98% return

To get 200–300%, you’d need materially higher earnings and/or significant multiple expansion

Possible? Sure. Yet, Unlikely

Buy and hold $NFLX for 5 years from here probably an easy 200-300% play. https://t.co/cE7GbfVQpT - Bitcoin Teej 🟧⚡️
tweet

Illiquid
Risk on continues in Asia. CIO of DBS, SE Asia's biggest bank: "AI-related optimism is based on sound fundamentals"
https://t.co/3Wx4ewgmEY
tweet

Brady Long
Tim Ferriss reverse-engineered how world-class performers like Elon Musk, Jeff Bezos, and Naval Ravikant actually work.

He turned elite habits into systems anyone can copy.

And I turned his entire optimization framework into 5 AI prompts that make you faster, sharper, and ruthlessly effective.

Here's how to use LLMs to think like Tim Ferriss:
tweet