Brady Long
RT @thisguyknowsai: GROK AI NOW ANALYZES AND SUMMARIZES VIDEOS INSTANTLY

Grok just watched a 30-minute video interview, studied it, analyzed it, in under 40 seconds.

Here are 10 killer prompts to supercharge your video game:

https://t.co/1x6epKaAc5
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Dimitry Nakhla | Babylon Capital®
Chris Hohn, founder of TCI, views high incremental margins as one of the strongest signals of a company’s moat & pricing power💸

Incremental operating margin tells you how much additional operating income a business generates for every additional $1 of revenue.

Here’s how to calculate it:

Pick two periods (Year 1 → Year 2)

Year 1 Revenue: $10B
Year 2 Revenue: $12B
Δ 𝐂𝐡𝐚𝐧𝐠𝐞: $𝟐𝐁

Year 1 Operating Income: $2B
Year 2 Operating Income: $3B
Δ 𝐂𝐡𝐚𝐧𝐠𝐞: $𝟏𝐁

𝐈𝐧𝐜𝐫𝐞𝐦𝐞𝐧𝐭𝐚𝐥 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐌𝐚𝐫𝐠𝐢𝐧 = Δ 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐈𝐧𝐜𝐨𝐦𝐞 / Δ 𝐑𝐞𝐯𝐞𝐧𝐮𝐞

So: $1B / $2B = 50%

𝘔𝘦𝘢𝘯𝘪𝘯𝘨: 50 cents of every new $1 of revenue fell to operating profit.
___

Why this matters: High incremental margins usually signal low incremental costs, pricing power, & structural operating leverage — the traits that allow a great business to compound faster as it scales. It’s one of the cleanest ways to see whether a company’s moat is strengthening & efficiently scaling.

I’ve included 4 high-quality stocks with their incremental operating margins since 2021 for further example 👇🏽

$FICO $MSFT $MA $NFLX
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God of Prompt
RT @prompt_copilot: your prompts suck and your AI forgets you exist

we fixed both:
→ prompt enhancement that actually works
→ context profiles that follow you everywhere

same you, any AI.

start for free 👉 https://t.co/TKMMCzVWj1 https://t.co/xzSQCkyvu7
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Dimitry Nakhla | Babylon Capital®
Constellation Software in 4 Charts 📊

$CSU $CSU.TO https://t.co/aNajVAoxP4
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Moon Dev
told you the opps are lurking

thats why i do private zoom streams only now

monday, 7a-10a est: https://t.co/0nUK5sWEuB https://t.co/suNtZ4dtDG

claude code for trading is nuts

this is how it can help you automate your trading in 2026

im not teaching this stuff anymore so you may wanna bm this https://t.co/1b4s020nvP - Moon Dev
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Quiver Quantitative
BREAKING: Rick Rieder is now the favorite to be the next Fed chair.

We called this a week ago, when we saw a new account placing massive bets on Polymarket.

He had just a 5% chance when they first bought in, 49% now.

They have made $263K in unrealized gains since we posted. https://t.co/LwKQPFQFQD
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AkhenOsiris
$AMZN $GOOGL

Anthropic:

Dario Amodei was telling people on the ground in Davos that Anthropic nearly hit a $10 billion run rate at the end of 2025.

Source: @alexeheath

Anthropic

Wired:

Last year, the business of AI coding agents took off. In November, Anthropic announced that Claude Code had reached $1 billion in annualized recurring revenue, less than a year after its debut.

By the end of 2025, Claude Code’s ARR had grown by at least another $100 million, according to a person familiar with the company’s financials. At the time the product accounted for roughly 12 percent of Anthropic’s total ARR, which stood around $9 billion. While still smaller than Anthropic’s enterprise business—which supplies AI systems to entire corporations—coding is one of the company’s fastest-growing segments.

Anthropic has also told investors it aims to be cash-flow positive by 2028 and that Claude Code could play an important role in its revenue growth. The company declined to comment on its finances. - AkhenOsiris
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