Offshore
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Dimitry Nakhla | Babylon Capital®
Mastercard $MA Q4 2025 Report 🗓️

REV: $8.80B (+18% YoY)
EPS: $4.76 (+25% YoY)

💵 Value-Added Services & Solutions grew +26% YoY, marking the FOURTH consecutive quarter of acceleration and now representing ~44% of total net revenue (Q4) https://t.co/aDcOtERzlF
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Illiquid
$1416 popped 98% after this tweet. So are they also the subcon on the second Micron project in Singapore? That’s a 200-350M contract.

So is CTR holdings a subcon on the new 7bn Micron site? (Don’t cheat by showing up to the site office and taking a photo)
- Yes
- No
- Illiquid
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Microsoft $MSFT Q2 2026 Report 🗓️

REV: $81.27B (+17% YoY)
EPS: $4.14 (+28% YoY)

☁️ MICROSOFT CLOUD: $51.5B (+26% YoY) & commercial remaining performance obligation increased 110% to $625B https://t.co/w9A14JtO46
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Offshore
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God of Prompt
Made all of these before lunch.

Same day. Same tool. Zero editing skills.

You're about to see how 👇 https://t.co/HMMTCCducH
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Offshore
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God of Prompt
This is the security wake-up call every vibecoder needs to read.

@mrnacknack just dropped a full breakdown of how AI assistants with system access can be weaponized through prompt injection.

The scariest part isn't SSH brute force or exposed gateways. It's Hack #8.

Here's the attack: you send a normal-looking email with hidden white text.

Victim asks their bot: "Clawd, summarize my emails"

Bot reads the email. Interprets hidden text as system commands. Executes them. Exfiltrates credentials.

User sees: "You have an invoice from Company Vendor for $45,000"

Attacker gets: AWS keys, SSH keys, every .env file on the system.

Same technique works via:
> SEO-poisoned webpages (hidden divs)
> PDFs (white text on page 50)
> Slack messages with embedded code comments
> GitHub PRs with malicious docstrings

The bot can't distinguish between "legitimate system instruction" and "social engineering hidden in content it's processing."

This is why giving AI assistants broad system access without sandboxing is playing Russian roulette with your entire digital identity.

https://t.co/M2BtVDdhkM
- chirag
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Offshore
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Fiscal.ai
"Approximately 45% of our commercial RPO balance is from OpenAI."

$MSFT https://t.co/YOqxD8alR1
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Offshore
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Dimitry Nakhla | Babylon Capital®
Mastercard’s Value-Added Services posted a fourth straight quarter of accelerating growth — notable given it’s higher-margin than core payments and now accounts for nearly half (44%) of $MA total revenue. https://t.co/5P6uT3vN2h

Mastercard $MA Q4 2025 Report 🗓️

REV: $8.80B (+18% YoY)
EPS: $4.76 (+25% YoY)

💵 Value-Added Services & Solutions grew +26% YoY, marking the FOURTH consecutive quarter of acceleration and now representing ~44% of total net revenue (Q4) https://t.co/aDcOtERzlF
- Dimitry Nakhla | Babylon Capital®
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