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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
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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 tweet
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Illiquid
$axti outperformed $sndk in 2025. Toyo Engineering outperforming $axti ytd. Rare earths.
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$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 tweet
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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.
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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. tweet
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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 ($0.16 beat). https://t.co/bGRlZFbWrf
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$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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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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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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YouTube
Warren Buffett - A LIFE AND LEGACY 02
Dive into Warren Buffett's incredible journey in this highlight from CNBC's brand-new 2026 special: "Warren Buffett: A Life and Legacy" – featuring exclusive, never-before-seen interviews following his retirement as Berkshire Hathaway CEO!
🚨 EXCLUSIVE: Warren…
🚨 EXCLUSIVE: Warren…
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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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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
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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 tweet
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God of Prompt
RT @godofprompt: MIT researchers just proved that prompt engineering is a social skill, not a technical one.
and that revelation breaks everything we thought we knew about working with AI.
they analyzed 667 people solving problems with AI. used bayesian statistics to isolate two different abilities in each person. ability to solve problems alone. ability to solve problems with AI.
here's what shattered the entire framework.
the two abilities barely correlate.
being a genius problem-solver on your own tells you almost nothing about how well you'll collaborate with AI. they're separate, measurable, independently functioning skills.
which means every prompt engineering course, every mega-prompt template, every "10 hacks to get better results" thread is fundamentally misunderstanding what's actually happening when you get good results.
the templates work. but not for the reason everyone thinks.
they work because they accidentally force you to practice something else entirely.
the skill that actually predicts success with AI isn't about keywords or structure or chain-of-thought formatting.
it's theory of mind. your capacity to model what another agent knows, doesn't know, believes, needs. to anticipate their confusion before it happens. to bridge information gaps you didn't even realize existed.
and here's the part that changes the game completely: they proved it's not a static trait you either have or don't.
it's dynamic. activated. something you turn on and off.
moment-to-moment changes in how much cognitive effort you put into perspective-taking directly changed AI response quality on individual prompts.
meaning when you actually stop and think "what does this AI need to know that i'm taking for granted" on one specific question, you get measurably better answers on that question.
the skill is something you dial up and down. practice. strengthen. like a muscle you didn't know you had.
it gets better the more you treat AI like a collaborator with incomplete information instead of a search engine you're trying to hack with the right magic words.
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RT @godofprompt: MIT researchers just proved that prompt engineering is a social skill, not a technical one.
and that revelation breaks everything we thought we knew about working with AI.
they analyzed 667 people solving problems with AI. used bayesian statistics to isolate two different abilities in each person. ability to solve problems alone. ability to solve problems with AI.
here's what shattered the entire framework.
the two abilities barely correlate.
being a genius problem-solver on your own tells you almost nothing about how well you'll collaborate with AI. they're separate, measurable, independently functioning skills.
which means every prompt engineering course, every mega-prompt template, every "10 hacks to get better results" thread is fundamentally misunderstanding what's actually happening when you get good results.
the templates work. but not for the reason everyone thinks.
they work because they accidentally force you to practice something else entirely.
the skill that actually predicts success with AI isn't about keywords or structure or chain-of-thought formatting.
it's theory of mind. your capacity to model what another agent knows, doesn't know, believes, needs. to anticipate their confusion before it happens. to bridge information gaps you didn't even realize existed.
and here's the part that changes the game completely: they proved it's not a static trait you either have or don't.
it's dynamic. activated. something you turn on and off.
moment-to-moment changes in how much cognitive effort you put into perspective-taking directly changed AI response quality on individual prompts.
meaning when you actually stop and think "what does this AI need to know that i'm taking for granted" on one specific question, you get measurably better answers on that question.
the skill is something you dial up and down. practice. strengthen. like a muscle you didn't know you had.
it gets better the more you treat AI like a collaborator with incomplete information instead of a search engine you're trying to hack with the right magic words.
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