⁠Dimitry Nakhla | Babylon Capital®
Take a look at MercadoLibre’s Revenue & EPS growth estimates through 2028 🤝

Rev: +23.20% CAGR
EPS: +33.96% CAGR

What multiple would you be willing to pay? I’d wager it’s more than what $MELI trades for today

$MELI also benefits from the advantages of scale economies shared👇🏽 https://t.co/Q6G24e2vJc

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 - Dimitry Nakhla | Babylon Capital®
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⁠Investing visuals
$NVDA: from $300 million to $131 BILLION data center revenue in less than a decade.

And once again the most valuable company in the world👑 https://t.co/mGwbyQxgE8
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⁠Quiver Quantitative
Representative Torres to Anthropic co-founder:

Is it wise for the United States to artificially restrict the supply of clean energy when we are in an AI arms race? https://t.co/E1nPBeNACZ
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⁠Quiver Quantitative
Senator Jeff Merkley just asked Pam Bondi about Trump's meme coin.

Watch here: https://t.co/Lja2FGUef0
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⁠Investing visuals
Dear $TSLA and $GOOGL shareholders: the autonomous driving pie is big enough for both to do very well.

Can we agree on that? No need to fuss and fight over who the ultimate winner will be.

Both can be winners🤝 https://t.co/gN57Yu6jCa
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⁠Quiver Quantitative
This is getting ridiculous.

Viasat has now risen 105% since we posted this report.

Up another 10% today. https://t.co/I3GGAkyz7D
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⁠Investing visuals
$PLTR what a scaling business looks like. https://t.co/IDMLdxX3Gp
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⁠App Economy Insights
$MU Micron's latest quarter:

Q3 FY25:
• Revenue +15% Q/Q to $9.3B ($0.5B beat).
• Non-GAAP EPS $1.91 ($0.30 beat).

Q4 FY25 Guidance:
• Revenue +% Y/Y to ~$10.7B ($0.8B beat).
• Non-GAAP EPS ~$2.50 ($0.45 beat). https://t.co/SgIzvis7Xh
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