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Dimitry Nakhla | Babylon Capital®
RT @The_AI_Investor: $GOOGL AI growth
The momentum has largely been ignored by the market. https://t.co/XUf7M0bD00
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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%) 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
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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
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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
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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
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Dimitry Nakhla | Babylon Capital®
$FICO showcases great operating leverage
Revenue Increase YoY: +$273M (+14%)
Cost of Revenues YoY: +$5.52M (+1.5%)
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$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.” tweet
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Dimitry Nakhla | Babylon Capital® (@DimitryNakhla) on X
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
“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
AkhenOsiris
$ORCL has filled the gap 📉
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$ORCL has filled the gap 📉
$ORCL
Just $10 away from filling the massive gap now tweet
AkhenOsiris
Uhhh, Gavin
https://t.co/H0jxBry38t
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Uhhh, Gavin
https://t.co/H0jxBry38t
We need a moratorium on OpenAI public appearances and press releases to stabilize the market. tweet
AkhenOsiris
Don't want to sound hyperbolic here, but guessing lots of viewers tomorrow. Can't really put the toothpaste back in the tube, but respect for going back in front of the camera
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Don't want to sound hyperbolic here, but guessing lots of viewers tomorrow. Can't really put the toothpaste back in the tube, but respect for going back in front of the camera
OpenAI CFO Friar on CNBC tomorrow at 10am ET tweet
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Fiscal.ai
Remitly has now grown its active customers by 834% since 2019.
948k → 8.8M in less than 6 years.
$RELY https://t.co/03GhftbM9C
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Remitly has now grown its active customers by 834% since 2019.
948k → 8.8M in less than 6 years.
$RELY https://t.co/03GhftbM9C
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Fiscal.ai
Oscar Health just reported 2.1 million members for Q3, up 28% YoY.
The burgeoning health insurance provider has now increased its total members 5x over the last 5 years.
$OSCR +10.8% pre-market https://t.co/jzzHaOKfZa
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Oscar Health just reported 2.1 million members for Q3, up 28% YoY.
The burgeoning health insurance provider has now increased its total members 5x over the last 5 years.
$OSCR +10.8% pre-market https://t.co/jzzHaOKfZa
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Fiscal.ai
"Our equity fluctuates; often as a result of what our competitors are doing as opposed to our results. To this end, our board has authorized a new $1 billion stock repurchase program, which is the largest in our history."
$FOUR https://t.co/xKLQeKPg5F
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"Our equity fluctuates; often as a result of what our competitors are doing as opposed to our results. To this end, our board has authorized a new $1 billion stock repurchase program, which is the largest in our history."
$FOUR https://t.co/xKLQeKPg5F
@buccocapital Fiserv had an Argentinian tailwind that caught up with them (among other issues). FOUR doesn't. And I would hope those that like FOUR do so based on the fundamentals over the last two decades and not because I post on X. Earnings in a week.. tweet
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Fiscal.ai
Lululemon is trading at its cheapest multiple ever.
EV/EBIT: 8.2x
Why wouldn't they beat the market over the next 5 years?
$LULU https://t.co/bNqu4TcBEU
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Lululemon is trading at its cheapest multiple ever.
EV/EBIT: 8.2x
Why wouldn't they beat the market over the next 5 years?
$LULU https://t.co/bNqu4TcBEU
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