Bourbon Capital
Howard Marks: What was the most important event in the financial and investment world in the last 50 years?

Howard Marks: Most people would say Lehman Brothers, 2008, tech bubble..Black Monday.. but i believe that it was the decline in interest rates

declining interest rates are extremely beneficial for assets ownership....

Oaktree Capital Management (Howard Marks) 13F as Sep 2025 https://t.co/WPSyQWpsRV - Bourbon Insider Research
tweet

Fiscal.ai
The Hyperscalers now have more than $1 trillion in total cloud commitments.

Google Cloud: $243B (+161%)
AWS: $244B (+38%)
Microsoft Azure: $631B (+108%)

$GOOGL $AMZN $MSFT https://t.co/QLEZkSFvE7
tweet

Javier Blas
RT @badralbusaidi: Very serious talks mediating between Iran and the US in Muscat today.
It was useful to clarify both Iranian and American thinking and identify areas for possible progress. We aim to reconvene in due course, with the results to be considered carefully in Tehran and Washington. https://t.co/OWctzf2CXA
tweet

Moon Dev
$54,000,000 BTC long just entered 6 minutes

liquidation point at $67,348

will he get smoked or make $100m? https://t.co/mLSOMd7ian
tweet

Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $AMZN trades at ~$2.17T market cap.

AWS + ADS generated ~$197.36B in LTM revenue — both segments with 30%+ operating margins.

$AMZN now trades ~11x AWS + ADS sales. https://t.co/VEVgQpOujF

Amazon $AMZN Q4 2025 Report 🗓️

✅ REV: $213.39B (+14% YoY)
❌ EPS: $1.95 (+5% YoY)

☁️ AWS $35.79B (+24% YoY)
💵 ADS $21.31B (+23% YoY)

☁️ AWS growth accelerated for the third consecutive quarter, fastest growth rate in last 13 quarters

💰 FY Operating Income +17% YoY https://t.co/pnjoLFZEYR - Dimitry Nakhla | Babylon Capital®
tweet

God of Prompt
RT @alex_prompter: OpenClaw broke the internet

But you DON'T need to setup any servers to use it

Here's the easiest way to run OpenClaw on a website

No Mac Minis required https://t.co/6xspOtHaxT
tweet

Quartr
From vacuums and blenders to ice cream makers and hair care, $SN has repeatedly expanded and succeeded across new categories.

What once played out in late-night linear TV infomercials now unfolds on TikTok.

This is the story of SharkNinja. https://t.co/WamOaLr4CZ
tweet

God of Prompt
This guy literally dropped a complete Lovable masterclass to build apps 10x faster!

https://t.co/LBbzRLa01n - damien
tweet