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memenodes
X paying $1M for the best article
unemployed me thinking about the topic to write https://t.co/tfejsV56PU
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X paying $1M for the best article
unemployed me thinking about the topic to write https://t.co/tfejsV56PU
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Illiquid
Sanrio $8136 ubiquitous from Christmas to Chinese New Year. Looks more popular from Pokémon. https://t.co/a1tmGrmtyh
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Sanrio $8136 ubiquitous from Christmas to Chinese New Year. Looks more popular from Pokémon. https://t.co/a1tmGrmtyh
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God of Prompt
RT @godofprompt: 🚨 Researchers just made LLMs talk to each other WITHOUT generating a single word.
Cache-to-Cache (C2C) lets AI models talk directly through their KV-Caches, bypassing text entirely.
8.5-10.5% accuracy boost. 2× faster. Zero token waste.
Here's the breakthrough (and why this changes everything): 👇
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RT @godofprompt: 🚨 Researchers just made LLMs talk to each other WITHOUT generating a single word.
Cache-to-Cache (C2C) lets AI models talk directly through their KV-Caches, bypassing text entirely.
8.5-10.5% accuracy boost. 2× faster. Zero token waste.
Here's the breakthrough (and why this changes everything): 👇
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Dimitry Nakhla | Babylon Capital®
Sometimes, when management has an exceptional track record like they do at $TDG, all you have to do is listen
“For the 39 weeks ended June 28, 2025, $TDG repurchased ~401K shares at an average of $1,247”
Notably, as you can see below, $TDG bottomed near $1,250 https://t.co/QLFDaqkOo1
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Sometimes, when management has an exceptional track record like they do at $TDG, all you have to do is listen
“For the 39 weeks ended June 28, 2025, $TDG repurchased ~401K shares at an average of $1,247”
Notably, as you can see below, $TDG bottomed near $1,250 https://t.co/QLFDaqkOo1
“During the second quarter of fiscal 2025, TransDigm repurchased 42,669 shares of its common stock at an average price per share of $1,249.52 for a total amount of approximately $53 million.”
Why’s this relevant?
Management typically repurchases shares with a disciplined approach and focus on compounding shareholder value at roughly 20% annualized returns
$TDG trades near $1,250 - Dimitry Nakhla | Babylon Capital®tweet
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Illiquid
Thailand approved $3.1B in data center projects recently, adding to the $23B approved last year. The consensus appears to be that data centers will creep north from Singapore to Thailand. Have not found a clean way to express that bet. Any ideas?
https://t.co/cRWy6LBZ0f
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Thailand approved $3.1B in data center projects recently, adding to the $23B approved last year. The consensus appears to be that data centers will creep north from Singapore to Thailand. Have not found a clean way to express that bet. Any ideas?
https://t.co/cRWy6LBZ0f
tweet