The Transcript
$SPOT CO-CEO Spotify positioned as structural AI beneficiary with aligned ads + subscription model.

“If you look at the AI companies, the business model is subscription and increasingly ads. That's what we excel at. So we have the right business model.”
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Dimitry Nakhla | Babylon Capital®
15 Quality Stocks With Forward FCF Yields Above the Risk-Free Rate (3-Month T-Bill: 3.60%) 💵

1. $FICO 3.61%
2. $NFLX 3.61%
3. $TDG 3.65%
4. $MA 3.78%
5. $MCO 3.84%
6. $MSCI 4.03%
7. $CPRT 4.07%
8. $NVO 4.09%
9. $V 4.12%
10. $APP 4.32%
11. $MANH 4.53%
12. $SPGI 5.04%
13. $NOW 5.30%
14. $INTU 6.22%
15. $CSU 7.10%
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Brady Long
RT @thisguyknowsai: 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:
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AkhenOsiris
RT @JaredSleeper: Amidst all of this, January was the biggest month for SaaS hiring in the last two years...🤦‍♂️ https://t.co/XG3hh6aWkK
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Javier Blas
RT @carbellorin: These companies didn’t just get access. All of them have existing contracts/projects in Venezuela. This is why GL50 was issued.

The GL49 was issued too, authorising companies to negotiate with the government/PDVSA and to enter into contingent contracts for “new” oil and gas investments.

Can't help but notice who ISN'T on this list of companies who just gained access to invest and operate in Venezuelan upstream. https://t.co/qrLcy4bd48 - Rory Johnston
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The Transcript
Next week in earnings: https://t.co/NtwslULOt9
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Benjamin Hernandez😎
$RIVN: +27% | Q4 Earnings & R2 Outlook

Rivian losses narrowed significantly ($0.54 vs $0.68). 2026 delivery guidance of 67k units is solid. Institutional capital is rotating from Tesla into Rivian as the growth alternative. $17.50 is the key.

$SOC $ASST $OPEN $RADX $PULM https://t.co/qAHyAvsm9G
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Dimitry Nakhla | Babylon Capital®
“The biggest beneficiaries, however, would be real miners with real mines.”

One of the hardest lines in the Akre Shareholder Letter 📝

$NOW $CRM $CSU $ADBE $SNPS $CDNS $ROP $SAP $INTU $ADSK https://t.co/eDWzIgNmSG
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Dimitry Nakhla | Babylon Capital®
Seth Klarman — Baupost Group Q4 25’ 13F

Top 5 holdings: $QSR $AMZN $WTW $ELV $UNP

Top Buys: $AMZN $TRU $CCS $LYV

Top Sales: $GOOG $DG
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Who would’ve thought — the author of 𝘔𝘢𝘳𝘨𝘪𝘯 𝘰𝘧 𝘚𝘢𝘧𝘦𝘵𝘺 now has $AMZN as his second-largest holding.

Source: Dataroma https://t.co/xcsVO1gxwo
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “What is dead may never die.” $SPGI https://t.co/K4UWFX0PwW
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