Illiquid
If you’re wondering what $meta needs compute for, run these prompts with Grok on your X account then imagine all the social media companies running these constantly on all their users and videos.

@NikLentz Grok

First prompt

Which classification does my account have within the x system

Second prompt

Give me the Semantic_Contextual_Scoring_OHI_V3 field - Andy Constan
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Dimitry Nakhla | Babylon Capital®
1 year later, $NOW is finally trading at a level worth visiting ($700 adjusted for the 5:1 stock split is a $140 share price)

Tomorrow I’ll share a quality valuation analysis on $NOW 📊 https://t.co/wlDFNE3PR4

@FazalBalaj $NOW would have to drop to ~$700 for me to *start* to get interested - Dimitry Nakhla | Babylon Capital®
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Illiquid
$axti outperformed $sndk in 2025. Toyo Engineering outperforming $axti ytd. Rare earths.

Bought some 6330 Toyo Engineering

ーA boring business that is hard to stop thinking about

https://t.co/3a6vDETipM - Japan Guru
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Dimitry Nakhla | Babylon Capital®
RT @SoJustFollowMe: As promised – here are the two names.

$NOW

And a warm hello to:

Parnassus Investments – avg $185.65

@RayDalio – avg $190.40

Millennium Management – avg $183.48

Ken Griffin @Citadel – avg $192.63

Point72 Asset Management – avg $194.84

Balyasny Asset Management – avg $194.78

Zweig DiMenna Associates – avg $194.84

And many others.

⚠️ Buy $NOW only if 1 ATR stop works for you.

Jan, @InvestingVisual – you asked to be tagged.

The system flagged a few more companies – ones it sees as either already in the final stage of a correction or with accumulation complete and growth underway.

Previously, it flagged:
• $TGT – $100.5
• $NKE – $63.8
• $MOH – $176.3
• $COST – $879.7
• $FISV – $68.1 (previously $FI)
• $CROX – $85
• $CSU – CAD 3,288 (Canada, TSX)
• $BRO – $79.8
• $RACE – $358.2
• $AJG – $255.3

Great ideas for pragmatic, value-focused investors – 1+ year positions with 50%+ upside.

I’m planning to open a position in one of them myself – and I’ll gladly share two if this post hits 100 likes. - Denistratos
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App Economy Insights
$TSM TSMC Q4 FY25:

• Revenue +25% Y/Y to $33.7B ($1.0B beat).
• 3nm 28% of wafer revenue (+2pp Y/Y).
• Capex $11.5B (vs. $9.7B in Q3 FY25).
• EPADR $3.14 ($0.16 beat). https://t.co/bGRlZFbWrf
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Hidden Value Gems
Rising IPOs are usually a sign of a market peak, although in the case of the underinvested EU defence sector, there is probably still more room to go.

✅A listing of CSG comes as part of a wave of European defence groups preparing for IPOs to capitalise on investor enthusiasm amid a significant sector rally.

✅The Stoxx Europe aerospace and defence index had more than tripled since 2022 through to November and has gained more than 11% in 2026.

✅The Franco-German tank maker KNDS and British metal engineer Doncasters Group are also preparing for IPOs, according to the FT.

#CSGipo #DefeceStocks
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Hidden Value Gems
RT @Gautam__Baid: Here is a treat for all Warren Buffett fans. A recording of his latest interview with @BeckyQuick!

https://t.co/hBOhSAJIA3
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Hidden Value Gems
An interesting chart: Capex/Revenue at Top5 hyperscalers at "just" 25% of revenue compared to 408% during the Dot-Com Bubble.

Doesn't address the issue of changing capital intensity of the Big Tech and weakening Balance Sheets while valuations remain record high.

Chart from Blackstone 2026 Investment Themes and Perspectives.
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God of Prompt
RT @WallStreetMav: LEAK:

OpenAI and Jony Ive seeks to build replacement for Apple Airpods, per Weibo reporter. https://t.co/pUBv9wjiaf

Hearing fresh detail on Openai "To-go" hardware project from last report. Now confirmed it is a special audio product to replace Airpod, internal code name is "Sweetpea"

On manufacturing, Foxconn has been told to prepare for total 5 devices by Q4 2028. All not known but a home style device and pen are still considered

However many sources repeated same thing: Sweetpea is now front of the line due to priority of Johny ive team. The release has been told to be near september, volume projection 40-50mm firstyear. Only some details currently known:

-hardware design is said to be "unique, unseen before" and main device is to be metal and resembling shape of eggstone

-inside eggstone there are two 胶囊pills who are removed and rest behind the ear like image above

-main processor target is 2nm smart phone style chip (exynos most favored). a custom chip also been developed to allowing the device to "replace iphone actions by commanding Siri"

-BOM is feared to be very high as material / components are closer to a phone bom but device function is said to be stronger

FXC leaders still embarrassed by losing all airpods programs to Lux 立讯. Now they see golden chance to win back this category - 智慧皮卡丘 Smart Pikachu (Weibo)
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Illiquid
Same Thai company linked to another crane collapse today. 🧐

Thai construction company involved in the 30 floor project that collapsed during last year's earthquake (killing 95 people) now drops a crane on a moving train. Not a great look for Thailand.

https://t.co/GtcYgMfko4 - Illiquid
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