Offshore
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The Transcript
RT @TheTranscript_: Anglo American expects De Beers’ underlying EBITDA to turn negative in 2025 as weak diamond market conditions persist, triggering an impairment review that could weigh on full-year results: https://t.co/Y5Cih1AOID
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Offshore
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Brady Long
RT @thisguyknowsai: 🚨BREAKING: Build Agentic RAG without vector database or chunking.

You can now create RAG without using Vector DBs.

PageIndex is a new open-source tool that uses document trees instead of embeddings.

It scores 98.7% on FinanceBench by allowing LLMs to understand structure instead of just matching keywords.

→ No Vector DB
→ No Chunking
→ Human-like Retrieval

100% Open Source.
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Offshore
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Dimitry Nakhla | Babylon Capital®
This is why you don’t pay 130x earnings & 22x sales at peak valuations — even for a business as high-quality as $AXON.

As Warren Buffett said:

“A too-high purchase price… can undo the effects of a subsequent decade of favorable business developments.”

$AXON -54% from highs. https://t.co/kHos08c3iV
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Bourbon Capital
Amazon $amzn 4Q North America Net Sales $127.08 vs Est $127.21B
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Bourbon Capital
Amazon $AMZN 4Q Net Sales $213.39B vs Est $211.49B
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Bourbon Capital
Amazon $AMZN 4Q Net Sales $213.39B vs Est $211.49B

EPS $1.95 vs Est $1.96
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Offshore
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Moon Dev
my clawbot is now autonomously coding and pushing to github

and finding winning trading strategies

10,783% with robustness tests is crazy

it is with unique data you dont have though

thats the edge https://t.co/m9y2s6mNZ2
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Offshore
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The Transcript
$AMZN: -10% AH https://t.co/jsAVoPTL3Z
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Offshore
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The Transcript
Reddit CEO: "2025 was a breakout year for Reddit...We crossed $2.2B in revenue, up 69%Y/Y, and delivered $530M in net income. In Q4 alone, we welcomed over 121M DAUs to our platform, +19% Y/Y..."

Launches a $1B buyback program.

$RDDT: +6% AH https://t.co/9KJthOxOZA
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Offshore
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The Transcript
Roblox CEO: "Fiscal 2025 was a banner year for Roblox...Revenue grew 36% Y/Y to $4.9B, bookings grew 55% Y/Y to $6.8B & we generated $1.8B in operating cash flow. This performance was driven by the addition of ~60M DAUs from Q4 2024 to Q4 2025"

$RBLX: +21%AH 🚀 https://t.co/X2Zu1h1RJa
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