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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Nick Sleep is one of the greatest investors, generating 20.8% CAGR from 2001 to 2013 📈
Nick ran a concentrated fund, with $AMZN & $COST stock each accounting for >20% of the Nomad Partnership at various points 💸
Here’s the secret to his incredible track record 🧵 https://t.co/9mDupZqv57
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RT @DimitryNakhla: Nick Sleep is one of the greatest investors, generating 20.8% CAGR from 2001 to 2013 📈
Nick ran a concentrated fund, with $AMZN & $COST stock each accounting for >20% of the Nomad Partnership at various points 💸
Here’s the secret to his incredible track record 🧵 https://t.co/9mDupZqv57
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Quiver Quantitative
RT @JoinAutopilot_: New Autopilot Fund Alert 🚨🚨
Does Lobbying Politicians in DC actually work?
Well the boys at @QuiverQuant coded up a new strategy to track exactly this
And since inception on 4/18/25, it's worked. It's +26% while the SPY is only +18%
The way the portfolio works is simple.
1) Companies are required to disclosure what and how much they lobby for
2) The strategy flags which companies spend the most QoQ growth
3) Those companies get included
For example, on 4/25, $NVDA lobbied $940K into the "Defense Trade Energy/Nuclear Labor Issues/Antitrust/Workplace Computer Industry"
If flags the algo, so it then gets included
Also since launch, the portfolio already has $4M "AUM" with 2000+ investors Autopiloting it
Check it on the app to see for yourself 🫡
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RT @JoinAutopilot_: New Autopilot Fund Alert 🚨🚨
Does Lobbying Politicians in DC actually work?
Well the boys at @QuiverQuant coded up a new strategy to track exactly this
And since inception on 4/18/25, it's worked. It's +26% while the SPY is only +18%
The way the portfolio works is simple.
1) Companies are required to disclosure what and how much they lobby for
2) The strategy flags which companies spend the most QoQ growth
3) Those companies get included
For example, on 4/25, $NVDA lobbied $940K into the "Defense Trade Energy/Nuclear Labor Issues/Antitrust/Workplace Computer Industry"
If flags the algo, so it then gets included
Also since launch, the portfolio already has $4M "AUM" with 2000+ investors Autopiloting it
Check it on the app to see for yourself 🫡
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Quiver Quantitative
BREAKING: Speaker Mike Johnson just gave his stance on proposals to ban congressional stock trading https://t.co/hBgg5fLTR9
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BREAKING: Speaker Mike Johnson just gave his stance on proposals to ban congressional stock trading https://t.co/hBgg5fLTR9
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Wall St Engine
RT @wallstengine: BLACKROCK CEO FINK:
“There is $11 trillion sitting in money market funds in the U.S... When there is uncertainty, you are going to keep more & more money in cash — & that is what we witnessed.” The U.S. deficits are “an issue” & warns of more volatility over the next 90 days https://t.co/vdPedHEYlN
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RT @wallstengine: BLACKROCK CEO FINK:
“There is $11 trillion sitting in money market funds in the U.S... When there is uncertainty, you are going to keep more & more money in cash — & that is what we witnessed.” The U.S. deficits are “an issue” & warns of more volatility over the next 90 days https://t.co/vdPedHEYlN
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Wall St Engine
Evercore ISI says the biggest investor misunderstanding around $AMD is the pace of its GPU market share gains. Mgmt sees MI300 as a 1st-gen intro—similar to how Naples kicked off the CPU ramp. Bigger traction is expected with MI325/MI350 and MI400 ahead. AMD also notes strength across GPU, CPU, and Client is driving broader profit momentum.
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Evercore ISI says the biggest investor misunderstanding around $AMD is the pace of its GPU market share gains. Mgmt sees MI300 as a 1st-gen intro—similar to how Naples kicked off the CPU ramp. Bigger traction is expected with MI325/MI350 and MI400 ahead. AMD also notes strength across GPU, CPU, and Client is driving broader profit momentum.
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Wall St Engine
Citron is buying more $RKT, saying the stock is about to "Rocket" https://t.co/nDje5mJL0c
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Citron is buying more $RKT, saying the stock is about to "Rocket" https://t.co/nDje5mJL0c
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Dimitry Nakhla | Babylon Capital®
Triple Frond updated Q1 2025 13F (Dataroma)
Top 5 holdings: $MSFT $TDG $GOOG $AMZN $CHTR
New buys: $ASML $META $CCCS
Sales: $V $CP https://t.co/IBvgjxQDXi
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Triple Frond updated Q1 2025 13F (Dataroma)
Top 5 holdings: $MSFT $TDG $GOOG $AMZN $CHTR
New buys: $ASML $META $CCCS
Sales: $V $CP https://t.co/IBvgjxQDXi
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Wall St Engine
PRESIDENT TRUMP SECURES $1.2T ECONOMIC DEAL IN QATAR
Trump locks in $1.2 trillion in economic commitments with Qatar, including a $96B Boeing + GE Aerospace jet deal—the biggest widebody order in Boeing’s history. Defense, tech, quantum, and LNG also part of the deal. Another major win for U.S. manufacturing and jobs.
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PRESIDENT TRUMP SECURES $1.2T ECONOMIC DEAL IN QATAR
Trump locks in $1.2 trillion in economic commitments with Qatar, including a $96B Boeing + GE Aerospace jet deal—the biggest widebody order in Boeing’s history. Defense, tech, quantum, and LNG also part of the deal. Another major win for U.S. manufacturing and jobs.
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Wall St Engine
Took advantage of the dip in $GOOGL last week after the $AAPL Cue comments and flagged the long setup around 150 in Discord. The calls are paying off—longer-dated ones are up over 60%, and the July 175Cs are pushing close to 150%. Stock's fully bounced back from that day’s drop. https://t.co/rJmo16Zv4G
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Took advantage of the dip in $GOOGL last week after the $AAPL Cue comments and flagged the long setup around 150 in Discord. The calls are paying off—longer-dated ones are up over 60%, and the July 175Cs are pushing close to 150%. Stock's fully bounced back from that day’s drop. https://t.co/rJmo16Zv4G
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