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
___

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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Dimitry Nakhla | Babylon Capital®
If you were grocery shopping, when would you be most excited to shop?

After prices increased for 9 straight days… or after they declined for 9 straight days?

Not always that simple — but with $AMZN, selling pressure has materially compressed the multiple. https://t.co/v5WhCBABAm

BREAKING: Amazon, $AMZN, officially closes down for its 9th straight day, posting its longest losing streak since 2006.

The stock has now erased $470 billion in market cap over the last 9 days. - The Kobeissi Letter
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God of Prompt
RT @godofprompt: CLAUDE IS SO COOKED THIS TIME
China just dropped Kimi K2.5, the best open model for OpenClaw(ClawdBot)

It's on par with Claude Opus4.5,
but 8x CHEAPER!!!

It's currently the #1 most used model for OpenClaw and the #1 most used model overall on OpenRouter!

Here's everything you should know:
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God of Prompt
Create AI ROI Stories
Communicate value to stakeholders.
• Identify key metrics
• Customize your messages
• Use visual storytelling

🔗 Click below to read more:
https://t.co/WTjGcmSQod https://t.co/nkzNkAtp3a
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Dimitry Nakhla | Babylon Capital®
I’ve said it before & I’ll say it again:

Echoes of the 2020–2021 market, preceding the prolonged 2022 bear market.

Of course, the absolute level of IPO activity matters far more as a contrarian indicator — yet this is still worth noting.

JUST IN: Goldman Sachs CEO says there will be "unprecedently large" IPOs this year - Kalshi
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Dimitry Nakhla | Babylon Capital®
RT @SubuTrade: Tech sector $XLK Short Interest is at the highest level of this decade.

Short-tech and software is a crowded trade.... https://t.co/wQV9FtxryF
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