Offshore
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Dimitry Nakhla | Babylon Capital®
Chris Hohn TCI Q4 25’ 13F (Dataroma)
Top 5 holdings: $GE $V $MSFT $MCO $SPGI
Foreign securities excluded $SAF https://t.co/EBdedJYGxo
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Chris Hohn TCI Q4 25’ 13F (Dataroma)
Top 5 holdings: $GE $V $MSFT $MCO $SPGI
Foreign securities excluded $SAF https://t.co/EBdedJYGxo
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Offshore
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God of Prompt
RT @godofprompt: 🚨 BREAKING: Gemini can now write and design an entire book in 48 hours.
Here are 5 insane prompts to become a published author this month: (Save for later): https://t.co/hdqbdZK4Gv
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RT @godofprompt: 🚨 BREAKING: Gemini can now write and design an entire book in 48 hours.
Here are 5 insane prompts to become a published author this month: (Save for later): https://t.co/hdqbdZK4Gv
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The Transcript
RT @TheTranscript_: Big tech execs commenting on Capex in the latest earnings calls:
$META CFO: "We anticipate 2026 capital expenditures...to be in the range of $115-135B, with year-over-year growth driven by increased investment to support our Meta Superintelligence Labs efforts and core business"
$MSFT CFO: " Capital expenditures were $37.5B, and this quarter, roughly 2/3 of our CapEx was on short-lived assets, primarily GPUs and CPUs. Our customer demand continues to exceed our supply.
$AMZN CEO: "..we expect to invest about $200B in capital expenditures across Amazon in 2026...but predominantly in AWS because we have very high demand."
$GOOGL CFO: "To meet customer demand & capitalize on the growing opportunities ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175B to $185B"
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RT @TheTranscript_: Big tech execs commenting on Capex in the latest earnings calls:
$META CFO: "We anticipate 2026 capital expenditures...to be in the range of $115-135B, with year-over-year growth driven by increased investment to support our Meta Superintelligence Labs efforts and core business"
$MSFT CFO: " Capital expenditures were $37.5B, and this quarter, roughly 2/3 of our CapEx was on short-lived assets, primarily GPUs and CPUs. Our customer demand continues to exceed our supply.
$AMZN CEO: "..we expect to invest about $200B in capital expenditures across Amazon in 2026...but predominantly in AWS because we have very high demand."
$GOOGL CFO: "To meet customer demand & capitalize on the growing opportunities ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175B to $185B"
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The Transcript
$MS Exec: Morgan Stanley has a 200-variable model that predicts, with high accuracy, which clients will seek financial advice before they do.
“So we have a model now with over 200 variables that, if you back-test it, the top 3 deciles of clients, who we predict are going to want to have a relationship with a financial adviser, represent 90% of those clients who become clients of financial advisers.”
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$MS Exec: Morgan Stanley has a 200-variable model that predicts, with high accuracy, which clients will seek financial advice before they do.
“So we have a model now with over 200 variables that, if you back-test it, the top 3 deciles of clients, who we predict are going to want to have a relationship with a financial adviser, represent 90% of those clients who become clients of financial advisers.”
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Jukan
SA said in an institutional report that INTC has delayed 14A.
via @TMTBreakout. https://t.co/lJLCqZ2r3n
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SA said in an institutional report that INTC has delayed 14A.
via @TMTBreakout. https://t.co/lJLCqZ2r3n
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The Transcript
RT @TheTranscript_: $NOW ServiceNow CEO tells investors the M&A panic is over and it’s time to return that lost $10B in market cap.
"I noticed that we lost about $10B in market cap on that because of the worry. So now the worry is gone, you can give us back to market cap. And no, we're not going after anything large"
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RT @TheTranscript_: $NOW ServiceNow CEO tells investors the M&A panic is over and it’s time to return that lost $10B in market cap.
"I noticed that we lost about $10B in market cap on that because of the worry. So now the worry is gone, you can give us back to market cap. And no, we're not going after anything large"
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Offshore
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The Transcript
ServiceNow executives have cancelled their planned stock sales, and the CEO is buying $3M worth of shares
$NOW: +1% today https://t.co/vTRTq9uT8b
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ServiceNow executives have cancelled their planned stock sales, and the CEO is buying $3M worth of shares
$NOW: +1% today https://t.co/vTRTq9uT8b
$NOW ServiceNow CEO tells investors the M&A panic is over and it’s time to return that lost $10B in market cap.
"I noticed that we lost about $10B in market cap on that because of the worry. So now the worry is gone, you can give us back to market cap. And no, we're not going after anything large" tweet
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God of Prompt
RT @rryssf_: Together AI published a paper that made open-source models outperform GPT-4o on a major benchmark
the method is called Mixture-of-Agents. it doesn't fine-tune anything. it doesn't train anything. it just asks multiple llms the same question, then feeds their answers to another llm that synthesizes the best response
65.1% vs GPT-4o's 57.5% on AlpacaEval 2.0. all open-source models. here's how it works and where it breaks down
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RT @rryssf_: Together AI published a paper that made open-source models outperform GPT-4o on a major benchmark
the method is called Mixture-of-Agents. it doesn't fine-tune anything. it doesn't train anything. it just asks multiple llms the same question, then feeds their answers to another llm that synthesizes the best response
65.1% vs GPT-4o's 57.5% on AlpacaEval 2.0. all open-source models. here's how it works and where it breaks down
tweet