Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “A truly great business must have an enduring moat”
— Warren Buffett 🗣️ | 1986 Berkshire Hathaway Shareholder Letter 📝
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RT @DimitryNakhla: “A truly great business must have an enduring moat”
— Warren Buffett 🗣️ | 1986 Berkshire Hathaway Shareholder Letter 📝
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Offshore
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Wall St Engine
ROBINHOOD $HOOD HAS OVER 3 MILLION PEOPLE ON CREDIT-CARD WAITING LIST https://t.co/MYXBRn74NO
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ROBINHOOD $HOOD HAS OVER 3 MILLION PEOPLE ON CREDIT-CARD WAITING LIST https://t.co/MYXBRn74NO
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Wall St Engine
RT @HebbiaAI: 1/ Inflation boom: 68% of big retailers bragged they’d pass costs to us. Q1 ’25? Just 20% say that. 🧵 https://t.co/xKPjU7MkNs
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RT @HebbiaAI: 1/ Inflation boom: 68% of big retailers bragged they’d pass costs to us. Q1 ’25? Just 20% say that. 🧵 https://t.co/xKPjU7MkNs
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Wall St Engine
TRUMP: A very good phone call with President Xi, of China... The call lasted approximately one and a half hours, and resulted in a very positive conclusion for both Countries. Our respective teams will be meeting shortly at a location to be determined. https://t.co/GNiqbznTeX
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TRUMP: A very good phone call with President Xi, of China... The call lasted approximately one and a half hours, and resulted in a very positive conclusion for both Countries. Our respective teams will be meeting shortly at a location to be determined. https://t.co/GNiqbznTeX
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Investing visuals
$NBIS achieves industry-leading AI training performance in latest MLPerf results🤘
Up +17% today.
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$NBIS achieves industry-leading AI training performance in latest MLPerf results🤘
Up +17% today.
$NBIS: everything you need to know, visualized:
• The all-in-one AI package
• Business segments
• Sentiment
• Global expansion
• Total Addressable Market
• Quarterly revenue
• Gross margins
• Balance Sheet
• Valuation
A thread 🧵👇 https://t.co/ENSz20e3vA - Investing visualstweet
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Wall St Engine
CITRON SAYS $RKT IS ABOUT TO DISRUPT HOUSING LIKE AMAZON DID RETAIL
Citron says Sen. Warren’s June 3 letter warning against Rocket’s merger with Redfin and Mr. Cooper actually boosts the stock. Her claim that the combo would “dominate the entire homebuying process”? That’s the point. Citron argues this is Amazon-style disruption—lower fees, more tech, and finally some real change for U.S. homebuyers.
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CITRON SAYS $RKT IS ABOUT TO DISRUPT HOUSING LIKE AMAZON DID RETAIL
Citron says Sen. Warren’s June 3 letter warning against Rocket’s merger with Redfin and Mr. Cooper actually boosts the stock. Her claim that the combo would “dominate the entire homebuying process”? That’s the point. Citron argues this is Amazon-style disruption—lower fees, more tech, and finally some real change for U.S. homebuyers.
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Wall St Engine
CIRCLE $CRCL SHARES INDICATED AT $50/$52 VERSUS $31 IPO PRICE
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CIRCLE $CRCL SHARES INDICATED AT $50/$52 VERSUS $31 IPO PRICE
CIRCLE $CRCL SHARES INDICATED $42/$44 AFTER IPO PRICED AT $31 - Wall St Enginetweet
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