Pristine Capital
RT @realpristinecap: • US Price Cycle Update 📈
• Equal Weight S&P 500 Bull Run 🐂
• VIX < 20 🟢

Check out tonight's research note! HAGE

https://t.co/8AKVQKGqEm
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The Transcript
$ABNB CEO: Capital-light model enables accelerating growth without heavy AI CapEx burden.

“We expect revenue growth to accelerate to at least low double digits in 2026… And we'll do all of this without investing billions or tens of billions of dollars. We don't need massive capital investment to grow...We do not have a huge CapEx cost base. So our investment in AI will not affect the P&L. I don't think you'll see it in the P&L."
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Illiquid
This was a layup in January. +20% today on a 0.04 divvy (9.2% yield).

Breaking New Ground⛏️

$MSV.AX https://t.co/JdQdhNAG9y - Mikro Kap David
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Dimitry Nakhla | Babylon Capital®
RT @rubicon59: My claim: $APP stock will blow away $META because of the favorable (IMHO) combo of valuation and business perfomance. Let’s check again after a few quarters.
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Brady Long
RT @bigaiguy: RIP typing.

I just watched my Mac finish a 4-hour workday in 90 seconds.

This is absurd. https://t.co/zYVc8O4HId
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Michael Fritzell (Asian Century Stocks)
RT @kenkyoinvesting: 2023 X: 'Japan is dead'
2026 X: 'Japan is back'
2026 Me: What did I miss?

So many write-ups, so many new Japan-focused accounts. Which ones should I start following?
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Benjamin Hernandez😎
$MCW up 16.14%.

If people are still washing their cars and eating Wendy’s, maybe the "Younger Consumer Pullback" narrative is a bit overblown.

Bullish on the resilient American consumer tonight. 🇺🇸 What are you seeing out there?

$SOC $BMNR $BYND $NB $PULM https://t.co/XV1mMsCv62
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Moon Dev
you missed the battle

today i battled six claude codes used by me versus five openclaws

the results were insane and not what you would expect

if you missed the stream you can still get the full replay

grab a ticket for tomorrows zoom if there are still spots available

join here https://t.co/Aw7dcEvv2n

moon dev
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God of Prompt
RT @godofprompt: Broooo.....Is this for real? 😳

My friend said they built this voice agent in 10 min using @polyaivoice

PolyAI has raised $200M from Nvidia, Khosla Ventures, and multiple top VCs.

We're one of the fastest-growing companies in the UK, and we handle 500M+ calls for:

• Marriott
• PG&E
• Gordon Ramsay's restaurants
• And 3,000 more real deployments

Which means that if you've ever called them, chances are you've talked to our voice agents.

Every restaurant we onboard books thousands in revenue within 30 days.

But how?

Because PolyAI works 24/7, answering every call in <2- PolyAI
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Michael Fritzell (Asian Century Stocks)
I initially thought the Korean reforms would be ineffective.

But on the ground, I’m seeing many companies come up with highly positive value up plans. And valuations remain a fraction of those in Japan.

Once IBKR opens access, the focus will shift to Korea.

1/ Is the "Korea Discount" finally coming to an end?

South Korea has been a value trap for decades, due to a low return on equity. But reforms are finally starting to move the needle. https://t.co/D3ajVt4z9O - Michael Fritzell (Asian Century Stocks)
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Michael Fritzell (Asian Century Stocks)
Jonathan Tepper’s new memoir “Shooting Up” just released. He was one of the co-founders of UK research firm Variant Perception. I’m looking forward to this one.

https://t.co/todHIsy92q https://t.co/21JgDQiCOr
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anon
I wish more smart people like Elon could just post a link to their Grok/Gemini/ChatGPT conversations. It almost reads like Montaign's Essays. Really interesting.

The Meaning of Life https://t.co/L9FaXIwU50 - Elon Musk
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