Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 15 Quality Stocks Whose Multiples Have Compressed ≥10% YTD 💵
1. $AMZN 30x → 27x | -10%
2. $MA 29x → 26x | -10%
3. $MCO 30x → 27x | -10%
4. $V 27x → 24x | -11%
5. $UBER 24x → 21x | -13%
6. $NFLX 30x → 25x | -17%
7. $FICO 37x → 30x | -19%
8. $BKNG 20x → 15x | -20%
9. $MEDP 33x → 26x | -21%
10. $MSFT 28x → 22x | -21%
11. $SPGI 27x → 21x | -22%
12. $CSU 22x → 16x | -27%
13. $NOW 37x → 25x | -32%
14. $APP 43x → 26x | -40%
15. $INTU 28x → 16x | -43%
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RT @DimitryNakhla: 15 Quality Stocks Whose Multiples Have Compressed ≥10% YTD 💵
1. $AMZN 30x → 27x | -10%
2. $MA 29x → 26x | -10%
3. $MCO 30x → 27x | -10%
4. $V 27x → 24x | -11%
5. $UBER 24x → 21x | -13%
6. $NFLX 30x → 25x | -17%
7. $FICO 37x → 30x | -19%
8. $BKNG 20x → 15x | -20%
9. $MEDP 33x → 26x | -21%
10. $MSFT 28x → 22x | -21%
11. $SPGI 27x → 21x | -22%
12. $CSU 22x → 16x | -27%
13. $NOW 37x → 25x | -32%
14. $APP 43x → 26x | -40%
15. $INTU 28x → 16x | -43%
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Offshore
Photo
God of Prompt
I should charge $99 for this.
But I'm giving away our Claude Mastery Guide for free.
We just updated it with a full Claude Skills section, the feature most people still don't know exists.
Inside:
→ 30 prompt engineering principles
→ 10+ mega-prompts ready to copy
→ Mini-course from beginner to advanced
→ How to build Skills that make Claude remember your workflows forever
→ Glossary + strategic use cases
This turns Claude from a chatbot into your actual work system.
Comment "Claude" and I'll DM it to you.
(Must be following me to receive it)
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I should charge $99 for this.
But I'm giving away our Claude Mastery Guide for free.
We just updated it with a full Claude Skills section, the feature most people still don't know exists.
Inside:
→ 30 prompt engineering principles
→ 10+ mega-prompts ready to copy
→ Mini-course from beginner to advanced
→ How to build Skills that make Claude remember your workflows forever
→ Glossary + strategic use cases
This turns Claude from a chatbot into your actual work system.
Comment "Claude" and I'll DM it to you.
(Must be following me to receive it)
tweet
Offshore
Video
Moon Dev
I’m going to get sued for showing this openclaw stuff
So I’m not going to anymore https://t.co/liNTV5HHOI
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I’m going to get sued for showing this openclaw stuff
So I’m not going to anymore https://t.co/liNTV5HHOI
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Offshore
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The Transcript
Softbank CEO on ChatGPT:
"So it's about 3 years since the product launch, but weekly active user is now exceeding 800 million and keep growing. Annual recurring revenue in December 2025, it exceeded $20 billion. Actually, this is 10x in 2 years. And app downloads global and also cumulative since the service launch, about 1.52 billion downloads are made so far, far bigger than their competitors."
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Softbank CEO on ChatGPT:
"So it's about 3 years since the product launch, but weekly active user is now exceeding 800 million and keep growing. Annual recurring revenue in December 2025, it exceeded $20 billion. Actually, this is 10x in 2 years. And app downloads global and also cumulative since the service launch, about 1.52 billion downloads are made so far, far bigger than their competitors."
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Offshore
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God of Prompt
RT @alex_prompter: This site is literally a prompt library with thousands of prompts for Claude, Gemini & Nano Banana. https://t.co/oXyUxKQSgE
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RT @alex_prompter: This site is literally a prompt library with thousands of prompts for Claude, Gemini & Nano Banana. https://t.co/oXyUxKQSgE
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Offshore
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App Economy Insights
🗓️ What are you watching this week?
• Monday: $DPZ
• Tuesday: $WDAY $TEM $HPQ $DOCN $AMER $HD
• Wednesday: $NVDA $CRM $CRCL $SNPS $NTNX $CHYM $LOW
• Thursday: $INTU $MELI $XYZ $CPNG $ZS $DUOL $ESTC $DELL $CRWV $ADSK
All visualized in our newsletter! https://t.co/I7HGsOKa1q
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🗓️ What are you watching this week?
• Monday: $DPZ
• Tuesday: $WDAY $TEM $HPQ $DOCN $AMER $HD
• Wednesday: $NVDA $CRM $CRCL $SNPS $NTNX $CHYM $LOW
• Thursday: $INTU $MELI $XYZ $CPNG $ZS $DUOL $ESTC $DELL $CRWV $ADSK
All visualized in our newsletter! https://t.co/I7HGsOKa1q
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Offshore
Video
Moon Dev
I won the race to figure out openclaw
So I’m going to leave now
Thursday at midnight is the end https://t.co/bKtW7UJJCZ
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I won the race to figure out openclaw
So I’m going to leave now
Thursday at midnight is the end https://t.co/bKtW7UJJCZ
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Offshore
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The Transcript
Softbank CFO: "In March 2025 or this fiscal year, we decided to invest as much as $30B. Back then, the valuation was $260B. On that valuation, we made investment at $30B. And as of October or just 3 months ago, the valuation increased to $500B" https://t.co/hzouw4lZWx
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Softbank CFO: "In March 2025 or this fiscal year, we decided to invest as much as $30B. Back then, the valuation was $260B. On that valuation, we made investment at $30B. And as of October or just 3 months ago, the valuation increased to $500B" https://t.co/hzouw4lZWx
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Offshore
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Moon Dev
when you crack your agi
your token use will look like this
goodbye public perpetually poor peasants https://t.co/lzGRbGzzLh
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when you crack your agi
your token use will look like this
goodbye public perpetually poor peasants https://t.co/lzGRbGzzLh
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Offshore
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Clark Square Capital
I just published Issue #3 of the Special Situations Digest. This week, I added a sortable Excel so you can easily filter through the ideas.
If you find this useful, I would appreciate a RT. Thanks for reading. https://t.co/aWswZTuY8N
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I just published Issue #3 of the Special Situations Digest. This week, I added a sortable Excel so you can easily filter through the ideas.
If you find this useful, I would appreciate a RT. Thanks for reading. https://t.co/aWswZTuY8N
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Javier Blas
OIL MARKET: Oman, who’s mediating the U.S.—Iran talks, says that the 3rd round of negotiations will take place on Thursday (Feb 26) in Geneva.
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OIL MARKET: Oman, who’s mediating the U.S.—Iran talks, says that the 3rd round of negotiations will take place on Thursday (Feb 26) in Geneva.
Pleased to confirm US-Iran negotiations are now set for Geneva this Thursday, with a positive push to go the extra mile towards finalizing the deal. - Badr Albusaidi - بدر البوسعيديtweet
X (formerly Twitter)
Badr Albusaidi - بدر البوسعيدي (@badralbusaidi) on X
Pleased to confirm US-Iran negotiations are now set for Geneva this Thursday, with a positive push to go the extra mile towards finalizing the deal.