Dimitry Nakhla | Babylon Capital®
William Lansing, $FICO CEO on Q4 2025 call

“We've been rewarded for that conservatism in years past because rates have had for the last several years not come down to the extent that people expected. And we've done more of the same this year.

𝐒𝐨 𝐚𝐥𝐭𝐡𝐨𝐮𝐠𝐡 𝐭𝐡𝐞𝐫𝐞'𝐬 𝐚 𝐠𝐨𝐨𝐝 𝐜𝐡𝐚𝐧𝐜𝐞 𝐫𝐚𝐭𝐞𝐬 𝐰𝐢𝐥𝐥 𝐜𝐨𝐦𝐞 𝐝𝐨𝐰𝐧, 𝐛𝐢𝐠 𝐯𝐨𝐥𝐮𝐦𝐞 𝐢𝐧𝐜𝐫𝐞𝐚𝐬𝐞𝐬 𝐚𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐞𝐝 𝐰𝐢𝐭𝐡 𝐫𝐚𝐭𝐞 𝐝𝐞𝐜𝐥𝐢𝐧𝐞𝐬 𝐚𝐫𝐞 𝐧𝐨𝐭 𝐛𝐮𝐢𝐥𝐭 𝐢𝐧𝐭𝐨 𝐨𝐮𝐫 𝐠𝐮𝐢𝐝𝐚𝐧𝐜𝐞.”
tweet

Quiver Quantitative
BREAKING: Nancy Pelosi has officially announced her retirement.

See here:

https://t.co/wvZUGyViUs
tweet

AkhenOsiris
Death of vibe coding ✝️

$DDOG just extended contract with their largest customer (assumed OAI of course).

Shares spike to highest in 3+ yrs
tweet

Quiver Quantitative
JUST IN: Senator Josh Hawley has introduced a bipartisan bill that would require companies to report AI-related job cuts. https://t.co/nPJlD5rUQg
tweet

Quiver Quantitative
The House has now been out on recess since September 19th.

They have only been in session for 20 days since the 4th of July.

They've made a combined $26M in salary over that period.
tweet

Quiver Quantitative
Senator Cynthia Lummis has said that she believes that the Strategic Bitcoin Reserve is the only solution to the national debt.

The debt just hit $38T.

It has risen by $1T since September.
tweet

Dimitry Nakhla | Babylon Capital®
RT @The_AI_Investor: $GOOGL AI growth

The momentum has largely been ignored by the market. https://t.co/XUf7M0bD00

Google's AI domains are thriving.

Month-over-month traffic growth in May:

@GoogleDeepMind: 4,258,300 → 11,189,832 (+162.78%)
@GoogleLabs: 9,796,459 → 19,792,943 (+102.04%)
@GoogleAI: 1,349,027 → 2,042,165 (+51.38%)
@NotebookLM: 48,340,200 → 64,906,295 (+34.27%)
@GeminiApp: 409,432,013 → 527,738,672 (+28.90%) - Similarweb
tweet

Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @The_AI_Investor The $GOOG sentiment here on X would make you think they’re barely growing, if that at all, in AI
tweet

Quiver Quantitative
JUST IN: Representative Anna Paulina Luna just said that she will try to force a vote on a congressional trading ban once the House is back in session.

She said that members of Congress are getting insider info prior to market moves. https://t.co/MwJuzT613m
tweet

Dimitry Nakhla | Babylon Capital®
$FICO showcases great operating leverage

Revenue Increase YoY: +$273M (+14%)
Cost of Revenues YoY: +$5.52M (+1.5%)

William Lansing, $FICO CEO on Q4 2025 call

“We've been rewarded for that conservatism in years past because rates have had for the last several years not come down to the extent that people expected. And we've done more of the same this year.

𝐒𝐨 𝐚𝐥𝐭𝐡𝐨𝐮𝐠𝐡 𝐭𝐡𝐞𝐫𝐞'𝐬 𝐚 𝐠𝐨𝐨𝐝 𝐜𝐡𝐚𝐧𝐜𝐞 𝐫𝐚𝐭𝐞𝐬 𝐰𝐢𝐥𝐥 𝐜𝐨𝐦𝐞 𝐝𝐨𝐰𝐧, 𝐛𝐢𝐠 𝐯𝐨𝐥𝐮𝐦𝐞 𝐢𝐧𝐜𝐫𝐞𝐚𝐬𝐞𝐬 𝐚𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐞𝐝 𝐰𝐢𝐭𝐡 𝐫𝐚𝐭𝐞 𝐝𝐞𝐜𝐥𝐢𝐧𝐞𝐬 𝐚𝐫𝐞 𝐧𝐨𝐭 𝐛𝐮𝐢𝐥𝐭 𝐢𝐧𝐭𝐨 𝐨𝐮𝐫 𝐠𝐮𝐢𝐝𝐚𝐧𝐜𝐞.” - Dimitry Nakhla | Babylon Capital®
tweet

AkhenOsiris
$MSFT taken to the Friar pan, back below $500
tweet

AkhenOsiris
$ORCL has filled the gap 📉

$ORCL

Just $10 away from filling the massive gap now - AkhenOsiris
tweet

AkhenOsiris
RT @ConsensusGurus: *ANTONIO LINARES INDEX FALLS A RECORD 14% INTRADAY
tweet

AkhenOsiris
OpenAI CFO Friar on CNBC tomorrow at 10am ET
tweet

AkhenOsiris
Uhhh, Gavin

https://t.co/H0jxBry38t

We need a moratorium on OpenAI public appearances and press releases to stabilize the market. - Gavin Baker
tweet