God of Prompt
The best AI company ad I’ve seen

Ads are coming to AI. But not to Claude. Keep thinking. https://t.co/n2yECeBWyT - Claude
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The Few Bets That Matter
Don't mistake overexposure to beta for a crash.

The $SPY is only down 2.23% from its ATH.

That's what happens when we get used to call 20x sales great opportunities.

Time to get grounded.

https://t.co/45bAL41Db2 - The Few Bets That Matter
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: One of the more interesting things about $FICO is that, as long-term shareholders, a lower short-term stock price can be beneficial in the long-run.

How?

Because $FICO is a cannibal.

Shares outstanding down ~22% over the last 10 years.

In the last 12 months alone, $FICO spent ~$1.54B on buybacks.

That reduced share count by roughly 0.16M shares (160K).

Now let’s look at why price matters:

Assume $FICO allocates another $1.54B to repurchases.
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𝐒𝐜𝐞𝐧𝐚𝐫𝐢𝐨 𝐀:

Market cap = $31.65B

$1.54B / $31.65B ≈ 4.86% of the company → 𝟓.𝟏𝟏% 𝐛𝐨𝐨𝐬𝐭 𝐭𝐨 𝐄𝐏𝐒

𝐒𝐜𝐞𝐧𝐚𝐫𝐢𝐨 𝐁:

Market cap = ~$47.47B

$1.54B / $47.47B ≈ 3.24% of the company → 𝟑.𝟑𝟒% 𝐛𝐨𝐨𝐬𝐭 𝐭𝐨 𝐄𝐏𝐒
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Same dollars. Different outcome.

𝘛𝘩𝘦 𝘭𝘰𝘸𝘦𝘳 𝘵𝘩𝘦 𝘱𝘳𝘪𝘤𝘦, 𝘵𝘩𝘦 𝘮𝘰𝘳𝘦 𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱 𝘦𝘢𝘤𝘩 𝘳𝘦𝘱𝘶𝘳𝘤𝘩𝘢𝘴𝘦 𝘥𝘰𝘭𝘭𝘢𝘳 𝘳𝘦𝘵𝘪𝘳𝘦𝘴 — 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘮𝘰𝘳𝘦 𝘧𝘶𝘵𝘶𝘳𝘦 𝘦𝘢𝘳𝘯𝘪𝘯𝘨𝘴 𝘱𝘰𝘸𝘦𝘳 𝘢𝘤𝘤𝘳𝘶𝘦𝘴 𝘵𝘰 𝘳𝘦𝘮𝘢𝘪𝘯𝘪𝘯𝘨 𝘴𝘩𝘢𝘳𝘦𝘩𝘰𝘭𝘥𝘦𝘳𝘴.

𝙏𝙝𝙞𝙨 𝙞𝙨 𝙬𝙝𝙮 𝙛𝙤𝙧 𝙝𝙞𝙜𝙝-𝙦𝙪𝙖𝙡𝙞𝙩𝙮 𝙘𝙖𝙣𝙣𝙞𝙗𝙖𝙡𝙨, 𝙥𝙚𝙧𝙞𝙤𝙙𝙨 𝙤𝙛 𝙥𝙧𝙞𝙘𝙚 𝙬𝙚𝙖𝙠𝙣𝙚𝙨𝙨 𝙦𝙪𝙞𝙚𝙩𝙡𝙮 𝙚𝙣𝙝𝙖𝙣𝙘𝙚 𝙡𝙤𝙣𝙜-𝙩𝙚𝙧𝙢 𝙘𝙤𝙢𝙥𝙤𝙪𝙣𝙙𝙞𝙣𝙜.

𝘉𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘥𝘰𝘯’𝘵 𝘫𝘶𝘴𝘵 𝘳𝘦𝘵𝘶𝘳𝘯 𝘤𝘢𝘱𝘪𝘵𝘢𝘭. 𝘛𝘩𝘦𝘺 𝘳𝘦𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘦 𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱 𝘵𝘰𝘸𝘢𝘳𝘥 𝘱𝘢𝘵𝘪𝘦𝘯𝘵 𝘴𝘩𝘢𝘳𝘦𝘩𝘰𝘭𝘥𝘦𝘳𝘴 — 𝘮𝘰𝘴𝘵 𝘦𝘧𝘧𝘦𝘤𝘵𝘪𝘷𝘦𝘭𝘺 𝘸𝘩𝘦𝘯 𝘱𝘳𝘪𝘤𝘦𝘴 𝘢𝘳𝘦 𝘥𝘦𝘱𝘳𝘦𝘴𝘴𝘦𝘥.
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The Transcript
$UBER CEO @dkhos used the prepared remarks in today's earnings call to handle some misconceptions on Autonomous Vehicles

—Myth: AV growth will be zero-sum.
Reality: AVs add supply and expand the ridesharing market.

—Myth: San Francisco trends apply everywhere.
Reality: SF is an outlier & most cities have very different demand and regulatory dynamics.

—Myth: AV-only fleets can achieve high utilization at scale.
Reality: Hybrid networks of AVs and human drivers deliver higher utilization, lower ETAs, and better reliability.

—Myth: AVs only need a few large cities to capture most profits.
Reality: Much of U.S. trip volume and profits sit outside top metros and will remain human-led for years.

—Myth: AVs will soon handle all trips.
Reality: Edge cases, weather, infrastructure, and regulation still limit universal AV coverage.
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The Transcript
$MA Mastercard CEO: Tokenization nearing 40% of all transactions.

“ In fact, as of quarter 4, we have tokenized nearly 40% of all transactions. And we continue to see adoption in both card-present and card-not-present use cases."
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Bourbon Capital
How can you not be romantic about the stock market

You always gonna have plenty opportunities, sometimes 2 or 3 times in a single year...
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Wasteland Capital
The Dow is down 10bps.

Everyone: https://t.co/0RctY3cC05
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Clark Square Capital
Market finally starting to care about $GRVY

Been a good high-sharpe move on $GRVY so far which is more meaningful amid the elevated vol elsewhere. But this is just the beginning. Fair value floor is $120 at 6x P/E ex-cash. https://t.co/UmVi9uR71q - AuxReignots
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App Economy Insights
$UBER Uber Q4 FY25:

• Gross bookings +22% Y/Y to $54.1B.
• Revenue +20% Y/Y to $14.4B ($50M beat).
• Adj. EBITDA +35% Y/Y to $2.5B.

Q1 FY26 guidance:
• Gross bookings +19% Y/Y fxn to ~$53B.
• Adj. EBITDA +31% to ~$2.4B. https://t.co/1ccvv95gkU
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Moon Dev
RT @carlosml: @MoonDevOnYT A 22,610% return in an hour? Cracker's making hand traders look like they're using abacuses
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God of Prompt
RT @godofprompt: AI benchmarks are lying to you.

Models are scoring 95%+ on tests because the test questions were IN their training data.

Scale AI published proof in May 2024.

We have no idea how smart these models actually are.

Here's the contamination problem nobody's fixing: https://t.co/uPOW7YQyNX
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