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
tweet

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?
tweet

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®
tweet

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
tweet

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
tweet

Clark Square Capital
Great case study of an early thrift conversion by @joekraymond

https://t.co/yFrSV9QUI0
tweet

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.
tweet

AkhenOsiris
RT @FundaBottom: Preview| $NET 3Q25: Growth Momentum Intact, Story Still Unfolding

In our previous quarter’s report, we highlighted that Cloudflare is positioning itself as the “Connectivity Cloud” for the AI era, unifying its network, security, and compute capabilities under a single platform. The company is further exploring ways to integrate the content economy (Pay-Per-Crawl) and a payment layer into its ecosystem.

This quarter suggests that Cloudflare’s growth story is still unfolding, with a high likelihood of delivering another accelerating quarter. Cloudflare is likely to sustain a modest beat-and-raise cadence through the coming quarters.Among the four ACT segments, ACT2 (Security) and ACT3 (Workers AI) maintained solid growth this quarter. ACT2 made a major contribution to revenue expansion, while ACT3, though still a smaller base, saw rapid growth. ACT1 (Network Services) demand remained stable. ACT4 (Pay-Per-Crawl) is still in the early go-to-market phase; though it has limited near-term financial impact, initial customer feedback has been positive.

Detailed Report
https://t.co/lt71OqjUZS
tweet

AkhenOsiris
Pouring one out for all the sw experts who said $NVDA was overvalued at $400 ($40 split-adjusted)...and then later said $120 (3x 😂) was as far as it could go.

A final pour for our friend the Dean

https://t.co/3AYQqLsDMN

Growth & margins will remain exceptional, but even with a soaring story of AI chip market dominance, my value estimate of $87 falls short of the stock price of $106 (on sept 5). The 22% over valuation is still the smallest it's been in the last year. https://t.co/mojy7LJaLH https://t.co/8HPZhDSlwO - Aswath Damodaran
tweet