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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: $MA was JUST trading at a 3.5% FCF yield ๐ต
Hereโs what $MA has returned (CAGR %) each time it traded for a 3.5% FCF yield for the first time in a given year since 2018
1. +15.1% CAGR | (6/12/18)
2. +13.9% CAGR | (4/2/19)
3. +15.6% CAGR | (6/16/22)
4. +17.2% CAGR | (4/3/23)
9. โ | (11/18/25)
___
๐๐๐๐๐๐๐๐๐๐โผ๏ธ
๐๐ก๐ข๐ฌ ๐๐จ๐ง๐ญ๐๐ง๐ญ ๐ข๐ฌ ๐ฉ๐ซ๐จ๐ฏ๐ข๐๐๐ ๐๐จ๐ซ ๐ข๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐๐ง๐ ๐๐๐ฎ๐๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐ฉ๐ฎ๐ซ๐ฉ๐จ๐ฌ๐๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐๐ง๐ ๐๐จ๐๐ฌ ๐ง๐จ๐ญ ๐๐จ๐ง๐ฌ๐ญ๐ข๐ญ๐ฎ๐ญ๐ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ฏ๐ข๐๐, ๐๐ง ๐จ๐๐๐๐ซ, ๐จ๐ซ ๐ ๐ฌ๐จ๐ฅ๐ข๐๐ข๐ญ๐๐ญ๐ข๐จ๐ง ๐ญ๐จ ๐๐ฎ๐ฒ ๐จ๐ซ ๐ฌ๐๐ฅ๐ฅ ๐๐ง๐ฒ ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ฒ.
๐๐๐๐ฒ๐ฅ๐จ๐ง ๐๐๐ฉ๐ข๐ญ๐๐ฅยฎ ๐๐ง๐ ๐ข๐ญ๐ฌ ๐ซ๐๐ฉ๐ซ๐๐ฌ๐๐ง๐ญ๐๐ญ๐ข๐ฏ๐๐ฌ ๐ฆ๐๐ฒ ๐ก๐จ๐ฅ๐ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ ๐ข๐ง ๐ญ๐ก๐ ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ข๐๐ฌ ๐๐ข๐ฌ๐๐ฎ๐ฌ๐ฌ๐๐. ๐๐ง๐ฒ ๐จ๐ฉ๐ข๐ง๐ข๐จ๐ง๐ฌ ๐๐ฑ๐ฉ๐ซ๐๐ฌ๐ฌ๐๐ ๐๐ซ๐ ๐๐ฌ ๐จ๐ ๐ญ๐ก๐ ๐๐๐ญ๐ ๐จ๐ ๐ฉ๐ฎ๐๐ฅ๐ข๐๐๐ญ๐ข๐จ๐ง ๐๐ง๐ ๐ฌ๐ฎ๐๐ฃ๐๐๐ญ ๐ญ๐จ ๐๐ก๐๐ง๐ ๐ ๐ฐ๐ข๐ญ๐ก๐จ๐ฎ๐ญ ๐ง๐จ๐ญ๐ข๐๐.
๐๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐ ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐๐๐ฎ๐ซ๐๐๐ฒ ๐จ๐ซ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ. ๐๐๐ฌ๐ญ ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ๐๐ง๐๐ ๐๐จ๐๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐ ๐๐ฎ๐ญ๐ฎ๐ซ๐ ๐ซ๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.
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RT @DimitryNakhla: $MA was JUST trading at a 3.5% FCF yield ๐ต
Hereโs what $MA has returned (CAGR %) each time it traded for a 3.5% FCF yield for the first time in a given year since 2018
1. +15.1% CAGR | (6/12/18)
2. +13.9% CAGR | (4/2/19)
3. +15.6% CAGR | (6/16/22)
4. +17.2% CAGR | (4/3/23)
9. โ | (11/18/25)
___
๐๐๐๐๐๐๐๐๐๐โผ๏ธ
๐๐ก๐ข๐ฌ ๐๐จ๐ง๐ญ๐๐ง๐ญ ๐ข๐ฌ ๐ฉ๐ซ๐จ๐ฏ๐ข๐๐๐ ๐๐จ๐ซ ๐ข๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐๐ง๐ ๐๐๐ฎ๐๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐ฉ๐ฎ๐ซ๐ฉ๐จ๐ฌ๐๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐๐ง๐ ๐๐จ๐๐ฌ ๐ง๐จ๐ญ ๐๐จ๐ง๐ฌ๐ญ๐ข๐ญ๐ฎ๐ญ๐ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ฏ๐ข๐๐, ๐๐ง ๐จ๐๐๐๐ซ, ๐จ๐ซ ๐ ๐ฌ๐จ๐ฅ๐ข๐๐ข๐ญ๐๐ญ๐ข๐จ๐ง ๐ญ๐จ ๐๐ฎ๐ฒ ๐จ๐ซ ๐ฌ๐๐ฅ๐ฅ ๐๐ง๐ฒ ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ฒ.
๐๐๐๐ฒ๐ฅ๐จ๐ง ๐๐๐ฉ๐ข๐ญ๐๐ฅยฎ ๐๐ง๐ ๐ข๐ญ๐ฌ ๐ซ๐๐ฉ๐ซ๐๐ฌ๐๐ง๐ญ๐๐ญ๐ข๐ฏ๐๐ฌ ๐ฆ๐๐ฒ ๐ก๐จ๐ฅ๐ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ ๐ข๐ง ๐ญ๐ก๐ ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ข๐๐ฌ ๐๐ข๐ฌ๐๐ฎ๐ฌ๐ฌ๐๐. ๐๐ง๐ฒ ๐จ๐ฉ๐ข๐ง๐ข๐จ๐ง๐ฌ ๐๐ฑ๐ฉ๐ซ๐๐ฌ๐ฌ๐๐ ๐๐ซ๐ ๐๐ฌ ๐จ๐ ๐ญ๐ก๐ ๐๐๐ญ๐ ๐จ๐ ๐ฉ๐ฎ๐๐ฅ๐ข๐๐๐ญ๐ข๐จ๐ง ๐๐ง๐ ๐ฌ๐ฎ๐๐ฃ๐๐๐ญ ๐ญ๐จ ๐๐ก๐๐ง๐ ๐ ๐ฐ๐ข๐ญ๐ก๐จ๐ฎ๐ญ ๐ง๐จ๐ญ๐ข๐๐.
๐๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐ ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐๐๐ฎ๐ซ๐๐๐ฒ ๐จ๐ซ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ. ๐๐๐ฌ๐ญ ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ๐๐ง๐๐ ๐๐จ๐๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐ ๐๐ฎ๐ญ๐ฎ๐ซ๐ ๐ซ๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.
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EndGame Macro
The Real Game Behind the Juan Hernรกndez Pardon: Power, Pressure, and the New Monroe Doctrine
Juan Orlando Hernรกndez wasnโt pardoned for some technicality or grey zone offense. He was convicted in the U.S. for moving enormous volumes of cocaine toward the United States, taking cartel money, and using the Honduran police and military to protect those routes. Over 400 tons of U.S. bound cocaine moved under his watch. He took millions in bribes from groups like the Sinaloa cartel and Honduran gangs. And he weaponized state institutions to keep that machine running. Thatโs why he got 45 years. So a pardon like this isnโt small or symbolic, itโs a geopolitical decision.
Why This Could Be Part of a Bigger Strategy
Right now, Honduras is led by Xiomara Castro, whoโs aligned herself more closely with Maduro, Cuba, Nicaragua, and has opened doors to China. At the same time, the U.S. is dramatically expanding its military footprint around Venezuela: carriers in the Caribbean, reopened bases in Puerto Rico, and deeper intelligence operations across the region. Thatโs not random, itโs part of a broader push to reassert influence in a part of the world where China, Russia, and left wing governments are tightening their ties.
In that context, freeing Hernรกndez gives the U.S. a useful piece to move around the board. He still has relationships inside Hondurasโฆpolitical, business, security even if he no longer holds formal power. His presence alone reminds the current Honduran government that Washington still has ways to influence the countryโs internal dynamics if it needs to. It doesnโt require overt threats. Just putting him back into play shifts the balance.
What This Pardon Enables Behind the Scenes
Hernรกndez knows the networksโฆthe routes, the brokers, the officials, the financial channels because he built them. In a region where cartels, politics, and foreign influence all blur together, a guy like that is valuable to intelligence agencies. He can help map whoโs who, where the vulnerabilities are, and how different factions in Honduras and neighboring countries actually operate beneath the surface.
It also gives the U.S. quiet leverage in negotiations. If Washington wants Honduras to distance itself from Beijing, cooperate more on counter narcotics, or soften its ties with Maduro, the ability to empower or sideline people connected to Hernรกndezโs old political network becomes another tool. Not overt coercion, just a reminder that the U.S. still has reach.
The Larger Picture
If you zoom out, the pardon looks less like an act of forgiveness and more like a move in a regional realignment. The United States is positioning itself for a more aggressive posture in Latin America, and it wants influence inside countries that are drifting away. Hernรกndez, flawed as he is, gives them another pressure point.
So the real story isnโt the pardon itself. Itโs what the pardon allowsโฆa channel, a signal, and a piece of leverage at a moment when geopolitical fault lines in the Americas are shifting.
tweet
The Real Game Behind the Juan Hernรกndez Pardon: Power, Pressure, and the New Monroe Doctrine
Juan Orlando Hernรกndez wasnโt pardoned for some technicality or grey zone offense. He was convicted in the U.S. for moving enormous volumes of cocaine toward the United States, taking cartel money, and using the Honduran police and military to protect those routes. Over 400 tons of U.S. bound cocaine moved under his watch. He took millions in bribes from groups like the Sinaloa cartel and Honduran gangs. And he weaponized state institutions to keep that machine running. Thatโs why he got 45 years. So a pardon like this isnโt small or symbolic, itโs a geopolitical decision.
Why This Could Be Part of a Bigger Strategy
Right now, Honduras is led by Xiomara Castro, whoโs aligned herself more closely with Maduro, Cuba, Nicaragua, and has opened doors to China. At the same time, the U.S. is dramatically expanding its military footprint around Venezuela: carriers in the Caribbean, reopened bases in Puerto Rico, and deeper intelligence operations across the region. Thatโs not random, itโs part of a broader push to reassert influence in a part of the world where China, Russia, and left wing governments are tightening their ties.
In that context, freeing Hernรกndez gives the U.S. a useful piece to move around the board. He still has relationships inside Hondurasโฆpolitical, business, security even if he no longer holds formal power. His presence alone reminds the current Honduran government that Washington still has ways to influence the countryโs internal dynamics if it needs to. It doesnโt require overt threats. Just putting him back into play shifts the balance.
What This Pardon Enables Behind the Scenes
Hernรกndez knows the networksโฆthe routes, the brokers, the officials, the financial channels because he built them. In a region where cartels, politics, and foreign influence all blur together, a guy like that is valuable to intelligence agencies. He can help map whoโs who, where the vulnerabilities are, and how different factions in Honduras and neighboring countries actually operate beneath the surface.
It also gives the U.S. quiet leverage in negotiations. If Washington wants Honduras to distance itself from Beijing, cooperate more on counter narcotics, or soften its ties with Maduro, the ability to empower or sideline people connected to Hernรกndezโs old political network becomes another tool. Not overt coercion, just a reminder that the U.S. still has reach.
The Larger Picture
If you zoom out, the pardon looks less like an act of forgiveness and more like a move in a regional realignment. The United States is positioning itself for a more aggressive posture in Latin America, and it wants influence inside countries that are drifting away. Hernรกndez, flawed as he is, gives them another pressure point.
So the real story isnโt the pardon itself. Itโs what the pardon allowsโฆa channel, a signal, and a piece of leverage at a moment when geopolitical fault lines in the Americas are shifting.
BREAKING: President Trump has pardoned former Honduran President Juan Orlando Hernandez. https://t.co/Q33PVKV4zE tweet
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WealthyReadings
$ALAB is setting up to be one of the major winners of the next AI narrative: optimization.
The bulk of compute has already been deployed. The next frontier isnโt โmore GPUsโ, itโs better use of the hardware we have and will have, both on software & hardware.
Hardware optimization is what $ALAB does.
They build the invisible backbone of AI data centers, systems that move data faster, smoother and with far less waste. They eliminate the bottlenecks that slow AI down.
Why this matters:
๐น Every AI giant is now obsessed with efficiency, energy is capped and data centers canโt scale fast enough so they need to optimize.
๐น Bigger models + more demand = more data movement = more & larger bottlenecks.
๐น Every second of compute lost or non optimized costs companies more than the hardware to fix that situation.
๐น The future is about squeezing every ounce of performance out of existing infrastructure
That's what $ALAB proposes.
As AI continues to scale, the next winners wonโt be the companies selling volume anymore, theyโll be the ones unlocking above average optimization.
The leap from โgreatโ to โperfectโ is where the next trillion-dollar value will be created. And only a few specialized players can deliver that.
$ALAB might be one of the biggest opportunities in that narrative.
Details below ๐
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$ALAB is setting up to be one of the major winners of the next AI narrative: optimization.
The bulk of compute has already been deployed. The next frontier isnโt โmore GPUsโ, itโs better use of the hardware we have and will have, both on software & hardware.
Hardware optimization is what $ALAB does.
They build the invisible backbone of AI data centers, systems that move data faster, smoother and with far less waste. They eliminate the bottlenecks that slow AI down.
Why this matters:
๐น Every AI giant is now obsessed with efficiency, energy is capped and data centers canโt scale fast enough so they need to optimize.
๐น Bigger models + more demand = more data movement = more & larger bottlenecks.
๐น Every second of compute lost or non optimized costs companies more than the hardware to fix that situation.
๐น The future is about squeezing every ounce of performance out of existing infrastructure
That's what $ALAB proposes.
As AI continues to scale, the next winners wonโt be the companies selling volume anymore, theyโll be the ones unlocking above average optimization.
The leap from โgreatโ to โperfectโ is where the next trillion-dollar value will be created. And only a few specialized players can deliver that.
$ALAB might be one of the biggest opportunities in that narrative.
Details below ๐
tweet
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Fiscal.ai
We just pushed one of our biggest updates ever.
All Canadian stocks & ADRs now have:
1.) More data (20 years & 40 quarters)
2.) Data instantly available after earnings
3.) Exporting/Downloading on all data
4.) Click-thru to source filing
5.) Adjusted Metrics
6.) Standardized & As-Reported statements
All thanks to the Fiscal AI Datafeed!
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We just pushed one of our biggest updates ever.
All Canadian stocks & ADRs now have:
1.) More data (20 years & 40 quarters)
2.) Data instantly available after earnings
3.) Exporting/Downloading on all data
4.) Click-thru to source filing
5.) Adjusted Metrics
6.) Standardized & As-Reported statements
All thanks to the Fiscal AI Datafeed!
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