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God of Prompt
RT @godofprompt: Made all of these before lunch.

Same day. Same tool. Zero editing skills.

You're about to see how ๐Ÿ‘‡ https://t.co/HMMTCCducH
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App Economy Insights
$SOFI Fee-based business is exploding.

Financial Services surged 88% Y/Y to $1.5B in FY25.

The growth engine:
โ€ข Loan platform fees
โ€ข Referral
โ€ข Card interchange
โ€ข Brokerage fees from SoFi Invest https://t.co/hQL8QxUT8Z
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Illiquid
+37% since we flagged it but still figuring out why tbh. https://t.co/gWSlRPrsHA
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App Economy Insights
$MSFT Microsoft wants to be a 'token factory.'

Let's break down the quarter.

โ˜๏ธ Azure +38% fx neutral.
โš ๏ธ Cloud Margin contract 4pp.
๐Ÿค– Copilot reaches 15M paid subs.
๐Ÿ’ฐ CapEx surge 66% Y/Y to $37.5B.
https://t.co/G0FPUFNDWh
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Quiver Quantitative
Representative Mike Collins bought up to $165K of a meme coin called Ski Mask Dog over the last year.

It has now fallen 97% from its all-time high last December.

Outsider trading? https://t.co/1D4NSHlWuv
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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: The last four instances $MSFT fell >11% & the subsequent CAGR:

3/16/2020 โ†’ 22%
7/19/2013 โ†’ 25%
1/22/2009 โ†’ 23%
4/28/2006 โ†’ 17%

Of course past performance never guarantees future results, yet itโ€™s a fun exercise that helps illustrate the potential when buying amid fear. https://t.co/U0YcKeUhrk

Worst selloffs in Microsoft history:
- Crash of 87
- Tech crash
- GFC
- Covid
- Azure misses buyside bogey https://t.co/5PxMVrdxq9
- modest proposal
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Moon Dev
Stop Overtrading: The 2026 Guide To Reclaiming Your Time With Python
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