Dimitry Nakhla | Babylon Capital®
The average FCF margin across $SPY is ~10%

Here are 15 companies with FCF margins ≥30% or 3x the market — in other words, for every $100 of revenue, they produce $30+ in FCF💰

1. $LRCX 30%
2. $CPRT 30%
3. $MCO 32%
4. $ALAB 32%
5. $BKNG 32%
6. $INTU 33%
7. $ASML 34%
8. $KLAC 34%
9. $NOW 35%
10. $FICO 36%
11. $SPGI 36%
12. $PANW 39%
13. $NVDA 41%
14. $PLTR 46%
15. $ICE 46%
16. $ANET 48%
17. $MSCI 49%
18. $MA 52%
19. $APP 54%
20. $V 55%

*LTM FCF Margin
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Moon Dev
you must test your trading strategies across multiple folds

or you are just gambling https://t.co/tTPHJOk3hg
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God of Prompt
RT @rryssf_: https://t.co/POKe7RUmoU
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God of Prompt
RT @godofprompt: Perplexity just replaced my entire research workflow.

No more opening 50 tabs. No more saving bookmarks. No more "where did I see that?"

Here are 10 Perplexity prompts that replaced my research tools: https://t.co/KryzV5nPk0
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The Few Bets That Matter
Saylor doens't have a liquidation price.
He had an expiration date.

Very different situations.

$BTC $MSTR
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God of Prompt
RT @godofprompt: This guy literally dropped a 25-min masterclass on Lovable from idea to MVP!
https://t.co/wOq5SaNAX7
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God of Prompt
RT @alex_prompter: the best 20 accounts to follow in AI:

@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas ki…
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Fiscal.ai
"This is a $1T company in the making. I can't fathom a better entry point for what ServiceNow is building... This is a one of one company. That's not speculation, it's a fact."

- Bill McDermott, CEO ServiceNow

$NOW https://t.co/aNlvXxZNTU
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God of Prompt
RT @alex_prompter: the best 20 accounts to follow in AI:

@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king

follow them all and learn.
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God of Prompt
RT @alex_prompter: the best 20 accounts to follow in AI:

@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king

follow them all and learn.
tweet

God of Prompt
RT @alex_prompter: the best 20 accounts to follow in AI:

@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king

follow them all and learn.
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Moon Dev
not only do i drop alpha on private zooms

i show the real robustness tests

im chasing you Jim https://t.co/15eDHiezck
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Brady Long
Can we just stop posting about Moltbook for like 24 hours.

Tryna kick back a few brews with the boys this weekend
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