The Few Bets That Matter
Price action is a tool.

Yes, it works. And no, using it doesn't make you less of an investor.

Those who claim tools are useless simply don't understand them, don't know how to use them or don't want to learn.

None of these attitudes makes one better at investing...

https://t.co/ldf1Ia6TLf - The Few Bets That Matter
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Illiquid
There’s a ridiculously cheap company levered to Lam, Amat, the Chinese and possibly ASML https://t.co/rxneDZcE4s
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Constellation Software in 4 Charts 📊

$CSU $CSU.TO https://t.co/aNajVAoxP4
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Dimitry Nakhla | Babylon Capital®
AWS, Microsoft Intelligent Cloud, & Google Cloud — combined ~68% market share ☁️

$AMZN ~32%
$MSFT ~24%
$GOOG ~12% https://t.co/dv2lc1o5HW
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Clark Square Capital
What are some of the coolest ways you have incorporated LLMs / vibe coding into your investing process? (Research, position tracking, etc)
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Dimitry Nakhla | Babylon Capital®
One of those sentiment indicators worth keeping an eye on.

Rising new listings typically reflect growing enthusiasm from both companies and investors — and historically, surges often appear when markets are getting warm, sometimes signaling pockets of elevated speculation rather than purely fundamentals-driven demand.

Martin Zweig put it well in 𝘞𝘪𝘯𝘯𝘪𝘯𝘨 𝘰𝘯 𝘞𝘢𝘭𝘭 𝘚𝘵𝘳𝘦𝘦𝘵:

“When the public becomes enthusiastic, it’s usually time to be cautious. When the public is despondent, it’s usually time to be aggressive.”

Not a timing tool on its own — but a signal worth layering into your thinking.

The IPO market is opening back up.

Nasdaq has had 731 new listings over the last 12 months.

Beginning to approach 2021 levels.

$NDAQ https://t.co/4T6bdkYKjc - Fiscal.ai
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God of Prompt
The new goldrush https://t.co/DSf0PgvlqF
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God of Prompt
if you’re still using chatgpt, you’re ngmi
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memenodes
When dad is kissing your sibling, and you are secretly plotting his murder https://t.co/EcUgWGUUS5
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