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The Few Bets That Matter
$BABA valuation is depressed by three misunderstandings.
1) Growth. Sun Art and Intime are still a drag. Strip them out and $BABA is growing 15%+ today. That is a fact.
2) Geopolitics. The war, unreliability and asset-freeze narratives are just that: narratives, and ignore probability.
The U.S. needs China as much as China needs the U.S.
Reaching such extremes would be globally catastrophic, and is highly unlikely.
But investors will realize that when FOMO kicks.
3) Potential. $BABA is vertically integrated. They own their infrastructure, chips, models, LLMs, applications (from finance to media passing by social and e-commerce) and 1B+ users.
$BABA has a power of monetization multiple times superior to any western tech company.
$BABA is a $250+ stock today. And you'll find all the arguments on my latest write up, from the link in my bio.
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$BABA valuation is depressed by three misunderstandings.
1) Growth. Sun Art and Intime are still a drag. Strip them out and $BABA is growing 15%+ today. That is a fact.
2) Geopolitics. The war, unreliability and asset-freeze narratives are just that: narratives, and ignore probability.
The U.S. needs China as much as China needs the U.S.
Reaching such extremes would be globally catastrophic, and is highly unlikely.
But investors will realize that when FOMO kicks.
3) Potential. $BABA is vertically integrated. They own their infrastructure, chips, models, LLMs, applications (from finance to media passing by social and e-commerce) and 1B+ users.
$BABA has a power of monetization multiple times superior to any western tech company.
$BABA is a $250+ stock today. And you'll find all the arguments on my latest write up, from the link in my bio.
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Dimitry Nakhla | Babylon Capital®
$MSFT trades at an attractive PEG ☁️
NTM P/E ~27x
2026 EPS➡️ $16.25 (+19%)
2027 EPS ➡️ $18.75 (+15%)
2028 EPS ➡️ $22.31 (+19%)
CAGR at various multiples assuming 2028 EPS Estimates of $22.31:
30x | +17.3%
29x | +15.7%
28x | +14.1%
27x | +12.5%
26x | +10.8% https://t.co/QDoujvU7Fy
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$MSFT trades at an attractive PEG ☁️
NTM P/E ~27x
2026 EPS➡️ $16.25 (+19%)
2027 EPS ➡️ $18.75 (+15%)
2028 EPS ➡️ $22.31 (+19%)
CAGR at various multiples assuming 2028 EPS Estimates of $22.31:
30x | +17.3%
29x | +15.7%
28x | +14.1%
27x | +12.5%
26x | +10.8% https://t.co/QDoujvU7Fy
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Offshore
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Brady Long
RT @thisdudelikesAI: This video makes me realize that boring people are the most at risk cuz of AI
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RT @thisdudelikesAI: This video makes me realize that boring people are the most at risk cuz of AI
If your privacy policy is shorter than your codebase, explain why. https://t.co/z11rDvuBup tweet
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The Few Bets That Matter
$BTC has bottomed.
$MSTR's bottom was the day of that post.
And I stand by what I said.
You don’t need 20 trades to make a year. You just need one well-timed conviction play.
This will be mine.
You'll soon see everyone talk about $MSTR. About how obvious the trade was. And how big they went in. I went big already.
Let's see where this goes now. The game is set.
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$BTC has bottomed.
$MSTR's bottom was the day of that post.
And I stand by what I said.
You don’t need 20 trades to make a year. You just need one well-timed conviction play.
This will be mine.
You'll soon see everyone talk about $MSTR. About how obvious the trade was. And how big they went in. I went big already.
Let's see where this goes now. The game is set.
Two predictions I’ll put money on.
1️⃣ $BTC will bottom sooner rather than later.
2️⃣ $MSTR will be the best performing asset in the next 6 months.
You don’t need 20 trades to make a year.
You just need one well-timed conviction play.
This will be mine. tweet
Offshore
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Moon Dev
most people cant follow their risk controls in trading
thats why they blow up
so i just built a risk manager into my app https://t.co/KD69G0xjZy
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most people cant follow their risk controls in trading
thats why they blow up
so i just built a risk manager into my app https://t.co/KD69G0xjZy
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Fiscal.ai
Here are 5 high revenue growth (20%+) companies that have finally turned profitable:
1. Zeta $ZETA https://t.co/vqGdodKW7B
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Here are 5 high revenue growth (20%+) companies that have finally turned profitable:
1. Zeta $ZETA https://t.co/vqGdodKW7B
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AkhenOsiris
$AMZN $WMT $SHOP
Modern Retail:
Industry analysts say the contrast with Amazon has become more pronounced in recent weeks. Amazon has been testing its own agentic features, including “Buy For Me,” which allows customers to purchase items from third-party websites without leaving Amazon’s app. But the rollout has drawn criticism from brands that say their products appeared on Amazon without permission. Against that backdrop, Walmart’s willingness to plug into open standards stands out.
Other companies, like e-commerce platform Shopify, are also taking a collaborative approach when it comes to AI. Shopify has partnered with OpenAI, but it also co-developed Google’s UCP. In turn, Shopify merchants will be able to sell their wares within AI Mode in Google and the Gemini app.
Shopify has also introduced an “agentic plan” that will let non-Shopify merchants sell through AI channels — including ChatGPT, GoogleAI Mode and Gemini, Copilot and Perplexity — as well as the Shop app and future partners. The plan lets merchants add their product data to the “Shopify Catalog,” a database of all the products sold by stores on Shopify, to appear in AI chat platforms. Prospective merchants can join a waitlist to participate in the program.
“While everyone is forming these multi-dozen company partnerships and building integration protocols, Amazon seems to have limited itself to a very basic approach,” according to Juozas Kaziukėnas, an independent e-commerce analyst.
For its part, Amazon has focused on building its own AI tools. In addition to “Buy for Me,” the Seattle-based e-commerce company has rolled out features like “Auto Buy,” which automatically purchases items for customers when prices drop. Amazon says shoppers who use its chatbot Rufus are 60% more likely to finish a purchase, and it expects the agent to generate more than $10 billion in yearly sales.
Scot Wingo, author of the Substack Retailgentic and founder of ReFiBuy, a company that helps brands and retailers optimize for agentic AI, framed Walmart’s strategy as an opportunity to beat out its rival. “They see it as an opportunity to outflank Amazon for the first time,” Wingo said. Being present across multiple emerging AI-powered sales channels could allow Walmart to capture transactions Amazon misses by sitting out.
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$AMZN $WMT $SHOP
Modern Retail:
Industry analysts say the contrast with Amazon has become more pronounced in recent weeks. Amazon has been testing its own agentic features, including “Buy For Me,” which allows customers to purchase items from third-party websites without leaving Amazon’s app. But the rollout has drawn criticism from brands that say their products appeared on Amazon without permission. Against that backdrop, Walmart’s willingness to plug into open standards stands out.
Other companies, like e-commerce platform Shopify, are also taking a collaborative approach when it comes to AI. Shopify has partnered with OpenAI, but it also co-developed Google’s UCP. In turn, Shopify merchants will be able to sell their wares within AI Mode in Google and the Gemini app.
Shopify has also introduced an “agentic plan” that will let non-Shopify merchants sell through AI channels — including ChatGPT, GoogleAI Mode and Gemini, Copilot and Perplexity — as well as the Shop app and future partners. The plan lets merchants add their product data to the “Shopify Catalog,” a database of all the products sold by stores on Shopify, to appear in AI chat platforms. Prospective merchants can join a waitlist to participate in the program.
“While everyone is forming these multi-dozen company partnerships and building integration protocols, Amazon seems to have limited itself to a very basic approach,” according to Juozas Kaziukėnas, an independent e-commerce analyst.
For its part, Amazon has focused on building its own AI tools. In addition to “Buy for Me,” the Seattle-based e-commerce company has rolled out features like “Auto Buy,” which automatically purchases items for customers when prices drop. Amazon says shoppers who use its chatbot Rufus are 60% more likely to finish a purchase, and it expects the agent to generate more than $10 billion in yearly sales.
Scot Wingo, author of the Substack Retailgentic and founder of ReFiBuy, a company that helps brands and retailers optimize for agentic AI, framed Walmart’s strategy as an opportunity to beat out its rival. “They see it as an opportunity to outflank Amazon for the first time,” Wingo said. Being present across multiple emerging AI-powered sales channels could allow Walmart to capture transactions Amazon misses by sitting out.
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AkhenOsiris
$GOOGL OpenAI
The Verge:
In 2022, when ChatGPT launched, it was clear that Google had been caught flat-footed. But credit where it’s due: For a company not exactly known for its ability to focus on a coherent product strategy, Google managed to marshal its considerable resources in a single direction. Now, if chatbots are in fact the future — and most of the AI industry continues to bet that they are — there is simply no other company currently set up to truly compete with Google. Google has the models. It has the resources to improve them. It now has the distribution necessary to get people to use its bots, and the data required to make them uniquely personal and useful. At least for now, ChatGPT has the brand power, and the daily active users. But Google has almost everything else. Even the iPhone.
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$GOOGL OpenAI
The Verge:
In 2022, when ChatGPT launched, it was clear that Google had been caught flat-footed. But credit where it’s due: For a company not exactly known for its ability to focus on a coherent product strategy, Google managed to marshal its considerable resources in a single direction. Now, if chatbots are in fact the future — and most of the AI industry continues to bet that they are — there is simply no other company currently set up to truly compete with Google. Google has the models. It has the resources to improve them. It now has the distribution necessary to get people to use its bots, and the data required to make them uniquely personal and useful. At least for now, ChatGPT has the brand power, and the daily active users. But Google has almost everything else. Even the iPhone.
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AkhenOsiris
Fed Beige Book:
"Multiple contacts reported exploring AI implementation primarily for productivity enhancement and potential future workforce management. AI’s current impact on employment was limited, with more significant effects anticipated in the coming years rather than immediately."
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Fed Beige Book:
"Multiple contacts reported exploring AI implementation primarily for productivity enhancement and potential future workforce management. AI’s current impact on employment was limited, with more significant effects anticipated in the coming years rather than immediately."
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Fiscal.ai
Analyst Estimates are now in charting 📈
You can now compare consensus estimates across multiple companies in a single view. https://t.co/6C8UTjgy9h
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Analyst Estimates are now in charting 📈
You can now compare consensus estimates across multiple companies in a single view. https://t.co/6C8UTjgy9h
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Startup Archive
RT @perchdotapp: Warren Buffett: “The best investment you can make is in yourself”
“By far the best investment you can make is in yourself. For example, communication skills. I tell the students that. They’re going to graduate schools in business and are learning all these complicated formulas, if they just learned to communicate better — both in writing and in person — they increase their value at least 50%. If you can’t communicate with somebody, it’s like winking at a girl in the dark. Nothing happens.”
Warren continues:
“You have to be able to get forth your ideas, and that’s relatively easy. I did it myself with the Dale Carnegie course . . . It’s hugely important. And if you invest in yourself, nobody can take it away from you.”
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RT @perchdotapp: Warren Buffett: “The best investment you can make is in yourself”
“By far the best investment you can make is in yourself. For example, communication skills. I tell the students that. They’re going to graduate schools in business and are learning all these complicated formulas, if they just learned to communicate better — both in writing and in person — they increase their value at least 50%. If you can’t communicate with somebody, it’s like winking at a girl in the dark. Nothing happens.”
Warren continues:
“You have to be able to get forth your ideas, and that’s relatively easy. I did it myself with the Dale Carnegie course . . . It’s hugely important. And if you invest in yourself, nobody can take it away from you.”
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