Brady Long
RT @thisdudelikesAI: Hot take: research doesn’t feel slow because you’re bad at it.
It feels slow because your tools were never designed to think with you.
@scispace just shipped Agent updates that quietly fix this.
I ran a real workflow 👇
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RT @thisdudelikesAI: Hot take: research doesn’t feel slow because you’re bad at it.
It feels slow because your tools were never designed to think with you.
@scispace just shipped Agent updates that quietly fix this.
I ran a real workflow 👇
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Offshore
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Brady Long
Called it https://t.co/Pajtv21JkE
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Called it https://t.co/Pajtv21JkE
Exposition: “People need to be aware of the data risks with AI”
Rising Action: “I just bought 75 Mac Minis. Stop living in the stone ages.”
Climax: “I lost everything. Some guy literally cloned me and it convinced my wife it was me.”
Resolution: “I teach yoga now.” tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: If AWS & Ads continue to accelerate for a third straight quarter, it wouldn’t surprise me to see $AMZN trade above $275💵
Since 2018, $AMZN has averaged ~24x P/OCF
At $275, $AMZN would still be ~16x 2026 P/OCF with OCF expected to grow >20% annually from 2026–2028 https://t.co/N1lWSlyez6
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RT @DimitryNakhla: If AWS & Ads continue to accelerate for a third straight quarter, it wouldn’t surprise me to see $AMZN trade above $275💵
Since 2018, $AMZN has averaged ~24x P/OCF
At $275, $AMZN would still be ~16x 2026 P/OCF with OCF expected to grow >20% annually from 2026–2028 https://t.co/N1lWSlyez6
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The Few Bets That Matter
I've seen comments about shorting $ASML, or calling the stock too expensive for low growth.
If that’s your take, you either don’t understand the business, or the market.
$ASML is the heart of the AI revolution, before $NVDA. No lithography means no GPUs, memory, none of it. With no competition $ASML deserves a premium for its business alone.
Guidance calls for ~4% - 19% growth in FY26. Weak to reasonable considering the AI boom, I'll give you that.
But that’s only half the story. Markets reward safe and growing cash generation.
https://t.co/dDXxvy08KM
Not only margins are expanding. But they should continue to with growing EUV proportion of sales, layoffs for more efficient operations and long term demand for their lithography hardware.
Companies that can grow cash flow predictably and return capital to shareholders deserve premium multiples.
$ASML checks every box.
🔹Massive moat (and I don't use that word lightly)
🔹Years of dominance with more ahead
🔹Healthy and regular growth in an accelerating market
🔹Margin expansion from pricing power and efficiency
That justifies its premium, and it isn't an overrated one. It was an easy buy at ~$700 and it seems to be an easy hold today, despites short term moves.
Nothing indicates a top. Maybe a small consolidation as the stock ran hot in anticipation of earnings, but those delivered.
Nothing to short here.
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I've seen comments about shorting $ASML, or calling the stock too expensive for low growth.
If that’s your take, you either don’t understand the business, or the market.
$ASML is the heart of the AI revolution, before $NVDA. No lithography means no GPUs, memory, none of it. With no competition $ASML deserves a premium for its business alone.
Guidance calls for ~4% - 19% growth in FY26. Weak to reasonable considering the AI boom, I'll give you that.
But that’s only half the story. Markets reward safe and growing cash generation.
https://t.co/dDXxvy08KM
Not only margins are expanding. But they should continue to with growing EUV proportion of sales, layoffs for more efficient operations and long term demand for their lithography hardware.
Companies that can grow cash flow predictably and return capital to shareholders deserve premium multiples.
$ASML checks every box.
🔹Massive moat (and I don't use that word lightly)
🔹Years of dominance with more ahead
🔹Healthy and regular growth in an accelerating market
🔹Margin expansion from pricing power and efficiency
That justifies its premium, and it isn't an overrated one. It was an easy buy at ~$700 and it seems to be an easy hold today, despites short term moves.
Nothing indicates a top. Maybe a small consolidation as the stock ran hot in anticipation of earnings, but those delivered.
Nothing to short here.
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X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
My Investing Playbook
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App Economy Insights
$ASML Q4 bookings just hit a record €13.2B.
The market expected €6.3B. 👀
So why is the stock down?
Shares are up 33% in the past month and trade at ~42× EBITDA. It's the high end of the historical range for this business. https://t.co/rZdaHLfNCw
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$ASML Q4 bookings just hit a record €13.2B.
The market expected €6.3B. 👀
So why is the stock down?
Shares are up 33% in the past month and trade at ~42× EBITDA. It's the high end of the historical range for this business. https://t.co/rZdaHLfNCw
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Hidden Value Gems
RT @BerkelKip: For those interested, this article shows the inventories around Buffett's first silver purchases - looks like they were 50-80 mln oz when Buffett got involved. FWIW, current inventories are ~425 mln oz (see next post) - https://t.co/EbWBV5z1rb https://t.co/TtZKQI4El7
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RT @BerkelKip: For those interested, this article shows the inventories around Buffett's first silver purchases - looks like they were 50-80 mln oz when Buffett got involved. FWIW, current inventories are ~425 mln oz (see next post) - https://t.co/EbWBV5z1rb https://t.co/TtZKQI4El7
Did you know that Buffett bought 111 million oz of Silver back in 1997? That's more than 10% of current global demand. Fascinating story - link in the next post.
#Buffett #Silver #Berkshire https://t.co/u6NF0VacmW tweet
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The Few Bets That Matter
I've seen comments about shorting $ASML, or calling the stock too expensive for low growth.
If that’s your take, you either don’t understand the business, or the market.
$ASML is the heart of the AI revolution, before $NVDA. No lithography means no GPUs, memory, none of it. With no competition $ASML deserves a premium for its business alone.
Guidance calls for ~4% - 19% growth in FY26. Weak to reasonable considering the AI boom, I'll give you that.
But that’s only half the story. Markets reward safe and growing cash generation.
https://t.co/dDXxvy08KM
Not only margins are expanding. But they should continue to with growing EUV proportion of sales, layoffs for more efficient operations and long term demand for their lithography hardware.
Companies that can grow cash flow predictably and return capital to shareholders deserve premium multiples.
$ASML checks every box.
🔹Massive moat (and I don't use that word lightly)
🔹Years of dominance with more ahead
🔹Healthy and regular growth in an accelerating market
🔹Margin expansion from pricing power and efficiency
That justifies its premium, and it isn't an overrated one. It was an easy buy at ~$700 and it seems to be an easy hold today, despites short term moves.
Nothing indicates a top. Maybe a small consolidation as the stock ran hot in anticipation of earnings, but those delivered.
Nothing to short here.
tweet
I've seen comments about shorting $ASML, or calling the stock too expensive for low growth.
If that’s your take, you either don’t understand the business, or the market.
$ASML is the heart of the AI revolution, before $NVDA. No lithography means no GPUs, memory, none of it. With no competition $ASML deserves a premium for its business alone.
Guidance calls for ~4% - 19% growth in FY26. Weak to reasonable considering the AI boom, I'll give you that.
But that’s only half the story. Markets reward safe and growing cash generation.
https://t.co/dDXxvy08KM
Not only margins are expanding. But they should continue to with growing EUV proportion of sales, layoffs for more efficient operations and long term demand for their lithography hardware.
Companies that can grow cash flow predictably and return capital to shareholders deserve premium multiples.
$ASML checks every box.
🔹Massive moat (and I don't use that word lightly)
🔹Years of dominance with more ahead
🔹Healthy and regular growth in an accelerating market
🔹Margin expansion from pricing power and efficiency
That justifies its premium, and it isn't an overrated one. It was an easy buy at ~$700 and it seems to be an easy hold today, despites short term moves.
Nothing indicates a top. Maybe a small consolidation as the stock ran hot in anticipation of earnings, but those delivered.
Nothing to short here.
tweet
Offshore
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Hidden Value Gems
RT @HiddenValueGems: Have I seen this chart already?
$WRB is a specialist insurance still run by its founder (the largest shareholder), trading at 14x P/E.
Mitsui Sumitomo (10% holder) increased its stake recently. https://t.co/IoanaHaH2R
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RT @HiddenValueGems: Have I seen this chart already?
$WRB is a specialist insurance still run by its founder (the largest shareholder), trading at 14x P/E.
Mitsui Sumitomo (10% holder) increased its stake recently. https://t.co/IoanaHaH2R
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