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[@SteadyCompound](/creator/twitter/SteadyCompound)
"My friend became a millionaire at XX. I got X book recommendations. XX years later I think about which of us got the better deal. A short story about timing struggles and unearned wealth:"  
[X Link](https://x.com/SteadyCompound/status/1978588201582551366) [@SteadyCompound](/creator/x/SteadyCompound) 2025-10-15T22:26Z 80.2K followers, 3297 engagements


"How Booking Holdings is using GenAI to increase customer satisfaction while reducing costs:"  
[X Link](https://x.com/SteadyCompound/status/1963558669515440533) [@SteadyCompound](/creator/x/SteadyCompound) 2025-09-04T11:04Z 80.2K followers, 4070 engagements


"Scheduled for CNA interview 👍 Trump decided to drop XXX% tariffs 🤦 Thank you universe"  
[X Link](https://x.com/SteadyCompound/status/1976949059513667929) [@SteadyCompound](/creator/x/SteadyCompound) 2025-10-11T09:52Z 80.2K followers, 4241 engagements


"As Booking Holdings transit from agency model to merchant model the amount of float generated has been staggering. From $XXX billion in deferred merchant bookings in Q2 2019 to $XXX billion in Q2 2025"  
[X Link](https://x.com/SteadyCompound/status/1977907157497713144) [@SteadyCompound](/creator/x/SteadyCompound) 2025-10-14T01:19Z 80.2K followers, 3613 engagements


"2 Ad tier scaling Bulls: Ad revenue "on pace to roughly double" this year. US upfront nearly complete. Bears: Still "off a small base" and engagement growth is flat Watch: Any color on ad revenue run rate CPM trends programmatic progress"  
[X Link](https://x.com/SteadyCompound/status/1980400163689836572) [@SteadyCompound](/creator/x/SteadyCompound) 2025-10-20T22:26Z 80.2K followers, XX engagements


"Celebrating XX years of investment wisdom from Howard Marks Oaktree Capital has compiled all of Howard Marks' legendary memos into one complete collection. A must-read for anyone interested in thoughtful long-term investing:"  
[X Link](https://x.com/SteadyCompound/status/1978274130962288770) [@SteadyCompound](/creator/x/SteadyCompound) 2025-10-15T01:38Z 80.3K followers, 79.4K engagements


"Spent time with the full transcript of Forrest Li's latest interview (Sea Limited CEO). Not the usual PR talking points. XX strategic insights that explain how Sea went from $1B to $100B in a decadeand why Li thinks AI will take them to $1T. Real strategy backed by his own words:"  
[X Link](https://x.com/SteadyCompound/status/1978739853891457105) [@SteadyCompound](/creator/x/SteadyCompound) 2025-10-16T08:28Z 80.3K followers, 19.6K engagements


"From Naval:"  
[X Link](https://x.com/SteadyCompound/status/1978951097130831880) [@SteadyCompound](/creator/x/SteadyCompound) 2025-10-16T22:28Z 80.3K followers, 3151 engagements


"1 Member growth momentum Management said Q2 ended stronger than expected and expects "strong back half slate" to sustain it (Wednesday S2 Stranger Things finale) BUT they stopped reporting subscriber numbers in Q1 2025 Watch: Regional revenue growth any member adds commentary"  
[X Link](https://x.com/SteadyCompound/status/1980400151991857546) [@SteadyCompound](/creator/x/SteadyCompound) 2025-10-20T22:26Z 80.3K followers, XXX engagements


"4 Content ROI Massive slate: Stranger Things finale Wednesday S2 Happy Gilmore X Knives Out sequel Problem: Engagement has been FLAT for XXX years despite huge content spend Watch: H2 engagement trends - do these hits actually drive sustained growth"  
[X Link](https://x.com/SteadyCompound/status/1980400187115028692) [@SteadyCompound](/creator/x/SteadyCompound) 2025-10-20T22:26Z 80.3K followers, 1423 engagements


"If someone lost their 637-day Duolingo streak because of AWS can they get it back Asking for a friend"  
[X Link](https://x.com/SteadyCompound/status/1980492679747366993) [@SteadyCompound](/creator/x/SteadyCompound) 2025-10-21T04:33Z 80.3K followers, 4515 engagements


"Performance of mag 7:"  
[X Link](https://x.com/SteadyCompound/status/1979139592537411599) [@SteadyCompound](/creator/x/SteadyCompound) 2025-10-17T10:57Z 80.3K followers, 3165 engagements


"Capex from hyperscalers:"  
[X Link](https://x.com/SteadyCompound/status/1979313483243192749) [@SteadyCompound](/creator/x/SteadyCompound) 2025-10-17T22:28Z 80.3K followers, 3898 engagements


"We used to know someone entered their 30s if they: X. Posted photos of marathons X. CrossFit was their whole personality X. Found immense joy going to bed at 10pm Now it's: X. Treat pickleball like it's a D1 sport X. Talk about the Hyrox waitlist X. Post 6am cold plunge videos"  
[X Link](https://x.com/SteadyCompound/status/1979864108091703477) [@SteadyCompound](/creator/x/SteadyCompound) 2025-10-19T10:56Z 80.3K followers, 7252 engagements


"Netflix Q3 Earnings Preview 🎬 Numbers to watch: Revenue consensus: $11.5B (vs $11.5B guide - tight) EPS consensus: $XXXX (vs $XXXX guide - modest beat expected) Operating margin: XXXX% guided (vs XXXX% in Q2) Q4 margin guide is the real tell for sustainability Business metrics to watch 👇"  
[X Link](https://x.com/SteadyCompound/status/1980400140029686253) [@SteadyCompound](/creator/x/SteadyCompound) 2025-10-20T22:26Z 80.3K followers, 2979 engagements


"3 Margin cliff ahead Q3 guide: XXXX% operating margin Q4 implied: XX% to hit FY XX% target That's a BIG drop from "heavy film slate" and ramping content costs Watch: Q4 margin guide - if it's below XX% requires more investigation"  
[X Link](https://x.com/SteadyCompound/status/1980400175421280731) [@SteadyCompound](/creator/x/SteadyCompound) 2025-10-20T22:26Z 80.3K followers, XX engagements


"1 Automotive margins (ex-credits) Bulls: Model Y refresh driving higher ASPs lower raw material costs Bears: Tariffs hit $300M in Q2 (more coming) regulatory credits declining ($439M vs $692M in Q4) Watch: Auto gross margin ex-credits needs to expand from 14-15% in Q2"  
[X Link](https://x.com/SteadyCompound/status/1980763797477548518) [@SteadyCompound](/creator/x/SteadyCompound) 2025-10-21T22:31Z 80.3K followers, XX engagements


"2 Q4 demand cliff risk Here's the problem: Q3 was inflated by $7500 IRA tax credit expiring end of quarter (pre-buy surge) Q4 consensus ALREADY down to $25.7B revenue and $XXXX EPS Musk warned of "rough quarters" ahead Watch: Q4 delivery guidance - anything below 450K is concerning"  
[X Link](https://x.com/SteadyCompound/status/1980763809376792706) [@SteadyCompound](/creator/x/SteadyCompound) 2025-10-21T22:31Z 80.3K followers, XX engagements