Dimitry Nakhla | Babylon Capital®
$ASML Quarterly Net Bookings 💵

Q1 2024: €3.61B (-4%YoY)
Q2 2024: €5.57B (+24% YoY)
Q3 2024: €2.63B (+1% YoY)
Q4 2024: €7.09B (-23%% YoY)
Q1 2025: €3.94B (+9% YoY)
Q2 2025: €5.54B (+24% YoY)
Q3 2025: €5.39B (+53% YoY)
Q4 2025: €13.15B (+85% YoY) https://t.co/2wjeWEw2ZW
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App Economy Insights
$ASML ASML Q4 FY25:

• Net bookings €13.2B (€6.9B beat).
• Net sales +5% Y/Y to €9.7B (€0.1B beat).
• Gross margin 52% (+0pp Y/Y).
• Operating margin 35% (-1pp Y/Y).
• EPS €7.35 (€0.23 miss).
• FY26 Net sales ~€36.5B (€1.4B beat). https://t.co/pLPBwwL51F
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God of Prompt
RT @godofprompt: 🚨 BREAKING: Anthropic just changed how you work with AI.

You can now interact with Asana, Slack, Figma, and 10+ tools directly inside Claude without switching tabs.

Here's everything that just became possible: https://t.co/bhus4oqevz
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Hidden Value Gems
Hargreaves Services, a little known UK small-cap, reported a 46% and 23% growth in revenue and EBITDA, raising interim dividends (+5%) and announcing plans for a £15mn capital returns (via a tender offer at a premium to market price) - 6.5% of the Mkt Cap.

I presented Hargreaves to my Premium subscribers in 2024.
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God of Prompt
RT @godofprompt: 99% of creators who "run out of ideas" actually have thousands of ideas.

They just don't have a system to extract them.

I built a prompt that turns Claude into a content system architect.

Feed it your brain dump. Get a month of content back.

Stealing this from my $199 bundle👇
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Brady Long
Most “AI for research” tools just add another workflow.

more tabs. more uploads. more mess.

@scispace quietly fixed the actual problem.

so I stress-tested the new Agent updates 👇
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God of Prompt
RT @godofprompt: 🚨 This paper just murdered the foundation of every AI model you've ever used.

A researcher proved you can match Transformer performance WITHOUT computing a single attention weight.

Here's what changed (and why this matters now): https://t.co/1xZkxCHzin
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God of Prompt
Telling an LLM to "act as an expert" is lazy and doesn't work.

I tested 47 persona configurations across Claude, GPT-4, and Gemini.

Generic personas = 60% quality
Specific personas = 94% quality

Here's how to actually get expert-level outputs: https://t.co/iFZPTtp6Oh
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Startup Archive
Jeff Bezos explains how he came up with idea for Amazon

In 1994, Jeff Bezos came across the statistic that world wide web usage was growing at something like 2,300% a year.

“That was a sort of wakeup call for me that there was something going on,” Jeff explains. “Many people at that point hadn’t heard of the web. They didn’t have Internet access. This was the time of 28 kilobit per second modems and dial-up access, so it was a very different age. But it was clear that there was going to be something there.”

Then he had a big idea:

“I realized that you could make a bookstore on the web that could hold more books than a physical bookstore could ever hold. It could truly have universal selection. And of course, since then we’ve expanded that into other categories and we keep pursuing that notion of ‘Earth’s biggest selection’ at Amazon.”

Jeff continues:

“I’ve always been a big reader, but that wasn’t the reason we chose books. Books were a great first product to sell online because books are very unique in one respect: there are more items in the book category than there are items in any other category. There are millions of books active and in print around the world, and the largest physical book superstores only carry about 100,000-150,000 of those millions of different books. So on the web, you could build something that solved a real problem — people can’t find some of these books that they want to find . . . We basically built Amazon to make it possible for people to find those hard-to-find books.”
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