Moon Dev
instead of getting liquidated

my bots do the liquidating

cant believe i show this on stream https://t.co/UkKcBFPoGA
tweet

Benjamin Hernandez😎
The "Hyper-Growth" Recommendation
Recommendation: $SITM ~$413.14

Post-acquisition, SiTime will serve all top ten cloud hyperscalers. This is no longer a small-cap experiment.

One-line why: Catching the 800V server transition early is the key to 2026 semiconductor alpha. https://t.co/VuBzUA7Oh6
tweet

Fiscal.ai
Hershey has increased its prices by ~5% a year since 2019.

Why wouldn't this continue?

$HSY https://t.co/Op17AZ6Kre
tweet

DAIR.AI
RT @omarsar0: Increasingly, I think the most important thing about papers like this Gemini science collaboration study isn't the results themselves.

It's how researchers actually worked with the model, iterating, correcting, and guiding it through tough problems. We still don't have good norms for reporting this kind of collaboration, and I think that matters more than people realize.

This work documents how researchers prompted the model, how many back-and-forth rounds it took, and what happens when the model gets stuck, and they have to decompose the problem differently. It's all new territory.

If these collaboration techniques become standard practice (iterative refinement, using AI to stress-test your own reasoning, and having it generate counterexamples), then the gap between labs that train researchers in AI collaboration and those that don't will compound fast.

Nonetheless, this is a fascinating read. Highly recommend it to everyone.
tweet

Moon Dev
there is no other trader in the world that has this liquidation data

and i dropped it to the zoom chat

not only am i competing to make all other traders and quant homeless

im giving my team access to everything i have and know

private zooms only https://t.co/gto4BiWbCk
tweet

Brady Long
Serious question:

Why are we still chatting with AI instead of managing it?

The real shift is becoming the manager of an AI army that executes complex work for you.

That future is closer than people think.

Secure your spot on the waitlist ↓

@Spine_AI #SpineAI #SwarmIntelligence

https://t.co/ZyoR9MavSy
tweet

Javier Blas
Glencore and Rio Tinto have now tried to merge five times -- starting with a first attempt in 2008. All of them have failed on valuation.

My understanding is this time the valuation gap was in the $10 billion rage (with Glencore demanding a higher premium to cede control).

BREAKING: Glencore and Rio Tinto end merger talks. - Javier Blas
tweet

Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 56% incremental operating margins on 48% YoY growth for Google Cloud ☁️ — and the first quarter Cloud operating margins reached 30%.

$GOOG $GOOGL https://t.co/Hge7j1Z9E3

Chris Hohn, founder of TCI, views high incremental margins as one of the strongest signals of a company’s moat & pricing power💸

Incremental operating margin tells you how much additional operating income a business generates for every additional $1 of revenue.

Here’s how to calculate it:

Pick two periods (Year 1 → Year 2)

Year 1 Revenue: $10B
Year 2 Revenue: $12B
Δ 𝐂𝐡𝐚𝐧𝐠𝐞: $𝟐𝐁

Year 1 Operating Income: $2B
Year 2 Operating Income: $3B
Δ 𝐂𝐡𝐚𝐧𝐠𝐞: $𝟏𝐁

𝐈𝐧𝐜𝐫𝐞𝐦𝐞𝐧𝐭𝐚𝐥 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐌𝐚𝐫𝐠𝐢𝐧 = Δ 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐈𝐧𝐜𝐨𝐦𝐞 / Δ 𝐑𝐞𝐯𝐞𝐧𝐮𝐞

So: $1B / $2B = 50%

𝘔𝘦𝘢𝘯𝘪𝘯𝘨: 50 cents of every new $1 of revenue fell to operating profit.
___

Why this matters: High incremental margins usually signal low incremental costs, pricing power, & structural operating leverage — the traits that allow a great business to compound faster as it scales. It’s one of the cleanest ways to see whether a company’s moat is strengthening & efficiently scaling.

I’ve included 4 high-quality stocks with their incremental operating margins since 2021 for further example 👇🏽

$FICO $MSFT $MA $NFLX - Dimitry Nakhla | Babylon Capital®
tweet