Investing visuals
JUST IN: $PLTR partners with $NVDA:

Jensen: "This is probably the single most important enterprise stack in the world, the Palantir Ontology."

Woah. https://t.co/Qqe99bWXaS

$PLTR visualized:

• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• Short thesis

Let's dive in! 🧵👇 https://t.co/fVexfaExCC - Investing visuals
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Dimitry Nakhla | Babylon Capital®
Booking Holdings $BKNG Q3 2025 Report 🗓️

✅ REV: $9.01B (+9% YoY)
✅ EPS: $99.50 (+19% YoY)

💵 Gross Bookings $49.7B, +14% YoY https://t.co/wM3nhtVdMT
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Investing visuals
The five layers of AI and those best positioned to benefit:

1 - Application: $PLTR, $NOW, $CRM, $NET, $CRWD, $TEM, $SHOP, $TSLA

2- Models: $MSFT, $GOOGL, $AMZN, $META, $BABA, $NVDA

3 - Infrastructure: $NBIS, $IREN, $CRWV, $ORCL, $ALAB, $ANET & hyperscalers

4 - GPU: $NVDA, $AMD, $INTC, $TSM, $AVGO, $ARM, $ASML

5 - Energy: $OKLO, $EOSE, $CEG, $NXT, $LEU, $SEI

This is my personal take on who I believe is best positioned. Any names you’d add or remove?
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Dimitry Nakhla | Babylon Capital®
Visa $V Q4 2025 Report 🗓️

✅ REV: $10.72B (+11% YoY)
✅ EPS: $2.98 (+10% YoY) https://t.co/tDQgehKtz0

6. Visa $V (Tues PM)

🗓️ REV Est: $10.61B (+10%)
🗓️ EPS Est: $2.97 (+10%)

💵 NTM P/E: 28x
💵 NTM FCF Yield: 3.36% https://t.co/4EHnv0IOOM - Dimitry Nakhla | Babylon Capital®
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App Economy Insights
$V Visa Q4 FY25 (ending in September):

• Revenue +12% Y/Y to $10.7B ($0.1B beat).
• Operating margin 57% (-9pp Y/Y).
• Non-GAAP EPS $2.98 ($0.01 beat).

Fx neutral:
• Payment volume +9% Y/Y.
• Cross-border volume +12% Y/Y.
• Processed transactions +10% Y/Y. https://t.co/Fyv5Qj8xwX
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Investing visuals
Visa $V Q3 earnings:

• Revenue: $10.7B vs Est. $10.62B
• Adj. EPS: $2.98 vs Est. $2.97
• Payments volume: +9% YoY

Good quarter👌

Both $V and $MA report earnings next week.

Here’s how they stack up fundamentally 👇 https://t.co/v3AGYHWkop - Investing visuals
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Clark Square Capital
Great case study of an early thrift conversion by @joekraymond

https://t.co/yFrSV9QUI0
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Quiver Quantitative
The House has now been out on recess since September 19th.

They've been in session for just 20 days over the last four months.

They've made a combined $25M in salary.
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