AI video generation is a tailwind for legacy media, but goes against the typical social media user preferences

Bought tracker position into $ALAB at $171.28, won't be adding to portfolio due to <0.5% size. AI networking player, 100%+ profitable growth in recent quarters. Seen $ANET go through similar scares before.

Timmy-the-buyback-Cook is said to be leaving Apple.

AKO1L 24-25 FY Audited annual profit: 17.7M Dividend policy: 20% net income and hence previously anchored yield expectations AGM draft proposal to allocate bit over 100% 24-25FY profit: -14.99M dividend (~85%) -3M for buybacks - 18 months, 1.5-1.9 EUR range, up to 5% share capital; YTD EUR 5.12M stock turnover. So proposed buyback is very notable. -IMO management sees strong Q1 and possibly Q2. Wheat price is subpar, but chicken, main profit driver for 24-25FY, is still up there. Stock has been on a tear lately.

Three takeaways from Bezos interview: 1. it's harder to be kind, than it's to be clever 2. innovators have to throttle their ideas implementation into org's. Introduce them at right time 3. space datacenters in 10-20 years (energy, cooling) https://www.youtube.com/live/4wTSZDZ_seU

1. Time 2. Land 3. Bitcoin Things with limited supply, and according to basic principle of economics - the most valuable.

Semi divergence today. Down: $AMD, $NVDA, $TSM Up: $INTC, $GFS, $TXN Why? For once, a good idea from admin in light of eventual Taiwan occupation. Match 1:1 imported vs domestically produced semis, or face tariffs. $INTC story gets better by the day. https://www.reuters.com/world/us/us-plans-mandate-11-ratio-domestically-manufactured-imported-chips-wsj-reports-2025-09-26/

From August Boston FED research on consumer strength. h/t: MBI Note the dates though. Trump squeezing middle class

Bought some lottos in SFG1T at 1.25 (new position). Based on latest blogpost. Main point - by end of Q3, they should have more cash on balance than their market cap. 2025 H1 TTM FCF yield is above 18%. Nemesis? Corporate governance, hence the lottos.

People around the world forced Disney's hand on #Kimmel Subscriptions drop outweight the merger/WH admin lawsuits. Sadly CEO Bob Iger, did not care about authoritarian slide from beginning though. #DIS

I'm sure there were CRISPR editing breakthroughs I'm not aware of, but diabetes its a disease for nearly 10M people. Using CRISPR, scientists modified diabetes I patients cells, to enable them to produce insulin without immune system response.

Live Science

Diabetic man produces his own insulin after gene-edited cell transplant

The new proof-of-concept study points a way to curing diabetes without the need for immune-suppressing drugs.

In LBT I trust. Three large capital infusions, one major partnership and a slow turnaround in progress. +35% since end of July. Had a limit sell a while back at ~$30 (gap fill scenario), but cancelled, good call. $INTC

Last week: -Sold $IAC at $35.55. incl $VMEO, $ANGI spinoffs -66% loss, (-20.6% CAGR) -Sold ~14% of held AKO1L at €1.57 at +153% profit (+21.43% CAGR) (FIFO) -Bought a new position on Friday - $AMZN at $230 Current portfolio: https://pbs.twimg.com/media/G051RKHXEAAogW4?format=png&name=900x900

Busy weekend w/ stocks, market data. Wrote my learnings to a blogpost. Comments on: -Nasdaq Baltic equities: MRK1T, MDARA, SFG1T, VLP1L, K2LT -US equities: $COO, $AMZN -My take on valuation on US and local market -Shortfalls of CAPE, Buffett Indicator

Generalist Lab

Stocks Ideas and Valuations - 2025 September &#8211; Generalist Lab

Recent ideas in Baltic Stock Exchange (MRK, VLP, MDARA..), Amazon.com, Cooper Companies Inc, and valuations on both sides of the Atlantic

Lithuania decreasing electricity imports: In 2025H1 LT achieved record local electricity production. Power plants generated as much as 84.5% of the total electricity consumed and 80% of the total electricity demand in Lithuania. Production (+73% YoY): Wind: 41% Solar: 19% Other: Hydro, thermal, and other power plants

Why iris on web doesn't have the same default relay picks as Amethyst on android? My nostr experience on web with a single connected relay is unusable and lately I could not even send posts. Ignore the implied laziness on the matter.

MIRAN: TARIFFS AREN'T INFLATIONARY = MIRAN IS A LOYALIST

When a human ages, beauty goes either internally through wisdom or externally through shiny material things around, rarely both.

Telecom and digital giant Reliance Jio Platforms is aiming to file for an initial public offering (IPO) by the first half of 2026, setting the stage for one of India's highly anticipated stock market debuts Mukesh Ambani told shareholders on Friday