Fiscal.ai
“Our culture of relentless innovation fuels not only growth, but also continuous improvements in our processes and margins."

- Coupang CEO, Bom Suk Kim

$CPNG https://t.co/x64izCHu5g
tweet

God of Prompt
clawdbot is exploding on google trends

mac mini is catching up fast

the new gold rush is here https://t.co/pLYO35pd6W

https://t.co/unM855Crkr - God of Prompt
tweet

God of Prompt
don't just bookmark this for later

it's a sunday, you can spare 30 mins and set it up

your future self will thank you

https://t.co/unM855Crkr - God of Prompt
tweet

God of Prompt
RT @godofprompt: Bad prompts = bad results.
Good prompts = good results.
Great prompts = life-changing results.

These 4 frameworks create great prompts every time.

Your AI breakthrough starts here (Steal the frameworks):
tweet

God of Prompt
brb buying the new gold https://t.co/QYvDf6MlPK

https://t.co/unM855Crkr - God of Prompt
tweet

Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 15 Quality Stocks With >40% Incremental Operating Margins (LTM) 💸

In other words: every $1.00 in 𝐍𝐞𝐰 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 in LTM turned into >$0.40 in 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐏𝐫𝐨𝐟𝐢𝐭

1. $GE 43%
2. $NFLX 47%
3. $LRCX 49%
4. $NVDA 53%
5. $ASML 53%
6. $MCO 55%
7. $MSFT 58%
8. $META 59%
9. $TSM 65%
10. $MA 66%
11. $MU 69%
12. $HWM 69%
13. $FICO 70%
14. $TDG 71%
15. $SPGI 76%

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 - Dimitry Nakhla | Babylon Capital®
tweet

God of Prompt
apple and anthropic rn https://t.co/ZZapukb1cx
tweet

God of Prompt
you can literally run 700 clawdbots for a month

for the price of one mac mini

just get a virtual machine from https://t.co/3Ndpc5fviN https://t.co/SCA2jMcRAQ

https://t.co/unM855Crkr - God of Prompt
tweet

God of Prompt
RT @prompt_copilot: it's not sexy.

Prompt Copilot is basically plumbing. the boring layer between your brain and better AI outputs.

saves your context. sharpens your prompts. works across ChatGPT, Gemini, Perplexity.

no pitch about changing the game. no "revolutionizing" anything.

just fewer minutes wasted re-explaining yourself to a chatbot.

100+ people found it useful. maybe you will too.

try it free 👉 https://t.co/4Nj7zdQzLW
tweet

The Few Bets That Matter
The $BTC and $ETH slaughter isn’t surprising.

Crypto is an over-leveraged market. Any small bounce or optimism attracts x50–x100 leverage traders trying to catch the pump.

Without a real uptrend and fresh liquidity, the market just hunts liquidity. Not because of “manipulation,” but because markets move toward liquidity is. That's how they are designed.

If that liquidity is sitting on leveraged longs... that’s where price will go.

That’s why Bitcoin, Ethereum and crypto in general deliver more pain before gains. They can only move higher once traders are shaken out - most of them at least.

The real pump requires patience.
tweet