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

The Transcript
Alphabet CBO: "For FY 2025, our YouTube's annual revenue surpassed $60B across ads and subscriptions. In Q4, YouTube ads was driven, indeed, by strong growth and direct response." $GOOG $GOOGL https://t.co/oB5gWSIFmX
tweet

God of Prompt
3 years of chatbots taught us one thing: single-agent workflows hit a ceiling fast.

The next wave is workspaces where agents see your work and coordinate across tools simultaneously.

Visual + swarm fixes the two biggest blocks in AI right now: context blindness and sequential execution.

Spine Swarm waitlist is worth grabbing.

For 3 years, we’ve been stuck on chatbots.

Today, we’re introducing the next interface for getting real work done:

Spine Swarm — a visual agentic workspace powered by swarm intelligence.

Click the link below for early access 👇️ https://t.co/Mv0hIXtdb4 - Spine AI
tweet

The Transcript
$NVO calls out $HIMS for illegally mass-compounding unapproved semaglutide

"The action by Hims & Hers is illegal mass compounding that poses a significant risk to patient safety. Novo Nordisk will take legal and regulatory action"

$NVO: -6% today
$HIMS: +1% today https://t.co/8sqBsFgJQ2
tweet

God of Prompt
RT @godofprompt: I reverse-engineered the actual prompting frameworks that top AI labs use internally.

Not the fluff you see on Twitter.

The real shit that turns vague inputs into precise, structured outputs.

Spent 3 weeks reading OpenAI's model cards, Anthropic's constitutional AI papers, and leaked internal prompt libraries.

Here's what actually moves the needle:
tweet

Quiver Quantitative
Wow.

Representative Mike Collins bought up to $165K of a meme coin called Ski Mask Dog, starting last December.

It has now fallen 98% from its all-time high last December.

Down another 24% today. https://t.co/Hk3Z6VVVu5
tweet