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Wasteland Capital
All the large cap picks are #1 in their sector… yet another year.
$MU #1 Semiconductor stock YTD
$GOOG #1 Mag 7 YTD
$BABA #1 China Tech large cap YTD
Statistically, this is in the realm of the impossible. I am personally amazed.
Pure Alpha, beyond human comprehension. https://t.co/yJGBaygV18
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All the large cap picks are #1 in their sector… yet another year.
$MU #1 Semiconductor stock YTD
$GOOG #1 Mag 7 YTD
$BABA #1 China Tech large cap YTD
Statistically, this is in the realm of the impossible. I am personally amazed.
Pure Alpha, beyond human comprehension. https://t.co/yJGBaygV18
The large caps now at +211%, up from +160% three weeks ago. Big bumps from both $MU (+53% YTD and now +413% total), and $BABA (+19% YTD), while $GOOG is #2 Mag 7 YTD.
This type of returns on mega caps in a bit over a year (with the S&P500 +17-18%) seems like pretty solid Alpha. https://t.co/oYnQeuQ6a9 tweet
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God of Prompt
RT @godofprompt: ChatGPT's custom instructions feature is insanely powerful.
But 99% of people write garbage instructions.
I tested 200+ custom instruction sets.
These 5 patterns increased output quality by 3.4x: https://t.co/xVEOxr2Gm8
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RT @godofprompt: ChatGPT's custom instructions feature is insanely powerful.
But 99% of people write garbage instructions.
I tested 200+ custom instruction sets.
These 5 patterns increased output quality by 3.4x: https://t.co/xVEOxr2Gm8
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Offshore
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Fiscal.ai
Pepsi has now reported 14 consecutive quarters of volume declines.
Meanwhile, they continue to grow prices.
How long can this continue?
$PEP https://t.co/OXcg4rmR2B
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Pepsi has now reported 14 consecutive quarters of volume declines.
Meanwhile, they continue to grow prices.
How long can this continue?
$PEP https://t.co/OXcg4rmR2B
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 25 Quality Stocks With Estimated EPS CAGR ≥15% Over the Next 2 Years 💵
1. $INTU 15%
2. $BKNG 16%
3. $GE 16%
4. $MSFT 16%
5. $AMZN 17%
6. $MA 17%
7. $KLAC 18%
8. $HWM 19%
9. $TXN 19%
10. $CSU 20%
11. $NOW 20%
12. $NFLX 22%
13. $ANET 24%
14. $APH 24%
15. $AXON 24%
16. $TSM 29%
17. $LRCX 30%
18. $FICO 33%
19. $ALAB 35%
20. $PLTR 35%
21. $FTAI 42%
22. $MELI 44%
23. $NVDA 45%
24. $AMD 61%
25. $GEV 74%
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RT @DimitryNakhla: 25 Quality Stocks With Estimated EPS CAGR ≥15% Over the Next 2 Years 💵
1. $INTU 15%
2. $BKNG 16%
3. $GE 16%
4. $MSFT 16%
5. $AMZN 17%
6. $MA 17%
7. $KLAC 18%
8. $HWM 19%
9. $TXN 19%
10. $CSU 20%
11. $NOW 20%
12. $NFLX 22%
13. $ANET 24%
14. $APH 24%
15. $AXON 24%
16. $TSM 29%
17. $LRCX 30%
18. $FICO 33%
19. $ALAB 35%
20. $PLTR 35%
21. $FTAI 42%
22. $MELI 44%
23. $NVDA 45%
24. $AMD 61%
25. $GEV 74%
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: One of those sentiment indicators worth keeping an eye on.
Rising new listings typically reflect growing enthusiasm from both companies and investors — and historically, surges often appear when markets are getting warm, sometimes signaling pockets of elevated speculation rather than purely fundamentals-driven demand.
Martin Zweig put it well in 𝘞𝘪𝘯𝘯𝘪𝘯𝘨 𝘰𝘯 𝘞𝘢𝘭𝘭 𝘚𝘵𝘳𝘦𝘦𝘵:
“When the public becomes enthusiastic, it’s usually time to be cautious. When the public is despondent, it’s usually time to be aggressive.”
Not a timing tool on its own — but a signal worth layering into your thinking.
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RT @DimitryNakhla: One of those sentiment indicators worth keeping an eye on.
Rising new listings typically reflect growing enthusiasm from both companies and investors — and historically, surges often appear when markets are getting warm, sometimes signaling pockets of elevated speculation rather than purely fundamentals-driven demand.
Martin Zweig put it well in 𝘞𝘪𝘯𝘯𝘪𝘯𝘨 𝘰𝘯 𝘞𝘢𝘭𝘭 𝘚𝘵𝘳𝘦𝘦𝘵:
“When the public becomes enthusiastic, it’s usually time to be cautious. When the public is despondent, it’s usually time to be aggressive.”
Not a timing tool on its own — but a signal worth layering into your thinking.
The IPO market is opening back up.
Nasdaq has had 731 new listings over the last 12 months.
Beginning to approach 2021 levels.
$NDAQ https://t.co/4T6bdkYKjc tweet
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Fiscal.ai
PayPal Q4 Results
Revenue +3.7% (miss)
Adj. EPS +3.4% (miss)
Total Payment Volume +8.5%
Active Accounts +1.2%
Transactions per Active Account -4.8%
$PYPL: -18.2% https://t.co/4LHvDrzvQq
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PayPal Q4 Results
Revenue +3.7% (miss)
Adj. EPS +3.4% (miss)
Total Payment Volume +8.5%
Active Accounts +1.2%
Transactions per Active Account -4.8%
$PYPL: -18.2% https://t.co/4LHvDrzvQq
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AkhenOsiris
$AMZN
In the U.S., Prime members received over 8 billion items the same or next day, an over 30% increase compared to the prior year, with groceries and everyday essentials making up half of the total items.
Used cutting-edge AI models to forecast where, when, and which types of products to stock across its fulfillment network. With the help of AI, Amazon stores the right selection close to customers, enabling faster deliveries and shorter shipping distances while maintaining the broadest selection of products possible for Prime members. This technology helps Amazon adjust its selection in different areas to meet customers’ local and seasonal needs.
The continued expansion of Amazon’s Same-Day Delivery network in 2025 led to a 70% year-over-year increase in the number of items delivered in less than a day.
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$AMZN
In the U.S., Prime members received over 8 billion items the same or next day, an over 30% increase compared to the prior year, with groceries and everyday essentials making up half of the total items.
Used cutting-edge AI models to forecast where, when, and which types of products to stock across its fulfillment network. With the help of AI, Amazon stores the right selection close to customers, enabling faster deliveries and shorter shipping distances while maintaining the broadest selection of products possible for Prime members. This technology helps Amazon adjust its selection in different areas to meet customers’ local and seasonal needs.
The continued expansion of Amazon’s Same-Day Delivery network in 2025 led to a 70% year-over-year increase in the number of items delivered in less than a day.
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Bourbon Capital
$AXON EV/EBITDA is getting closer to its 10year average. https://t.co/VarFlBlGBr
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$AXON EV/EBITDA is getting closer to its 10year average. https://t.co/VarFlBlGBr
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Offshore
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DAIR.AI
RT @omarsar0: Excited to release my new Image Generator skill.
It's an effective way to improve image generation using coding agents like Claude Code.
I use this for all image generation workflows now. It's powered by Nano Banana Pro.
You can improve the process further (through more precise annotations) with the new Claude Code Playground plugin.
I refer to this process as Agentic Image Generation, and wrote a little tutorial if you are interested: https://t.co/mjxa48fhTs
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RT @omarsar0: Excited to release my new Image Generator skill.
It's an effective way to improve image generation using coding agents like Claude Code.
I use this for all image generation workflows now. It's powered by Nano Banana Pro.
You can improve the process further (through more precise annotations) with the new Claude Code Playground plugin.
I refer to this process as Agentic Image Generation, and wrote a little tutorial if you are interested: https://t.co/mjxa48fhTs
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Offshore
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Brady Long
RT @thisguyknowsai: Grok 4.1 is dangerously good.
But 99% of people are sleeping on what it can actually do.
I’ve used it to build apps, generate content, automate deep research, and more.
Here are 10 ways to use Grok 4.1 that feel like cheating: https://t.co/yuv0eryEDY
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RT @thisguyknowsai: Grok 4.1 is dangerously good.
But 99% of people are sleeping on what it can actually do.
I’ve used it to build apps, generate content, automate deep research, and more.
Here are 10 ways to use Grok 4.1 that feel like cheating: https://t.co/yuv0eryEDY
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