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JUST IN: $PLTR partners with $NVDA:
Jensen: "This is probably the single most important enterprise stack in the world, the Palantir Ontology."
Woah. https://t.co/Qqe99bWXaS
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JUST IN: $PLTR partners with $NVDA:
Jensen: "This is probably the single most important enterprise stack in the world, the Palantir Ontology."
Woah. https://t.co/Qqe99bWXaS
$PLTR visualized:
• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• Short thesis
Let's dive in! 🧵👇 https://t.co/fVexfaExCC tweet
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Dimitry Nakhla | Babylon Capital®
Booking Holdings $BKNG Q3 2025 Report 🗓️
✅ REV: $9.01B (+9% YoY)
✅ EPS: $99.50 (+19% YoY)
💵 Gross Bookings $49.7B, +14% YoY https://t.co/wM3nhtVdMT
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Booking Holdings $BKNG Q3 2025 Report 🗓️
✅ REV: $9.01B (+9% YoY)
✅ EPS: $99.50 (+19% YoY)
💵 Gross Bookings $49.7B, +14% YoY https://t.co/wM3nhtVdMT
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The five layers of AI and those best positioned to benefit:
1 - Application: $PLTR, $NOW, $CRM, $NET, $CRWD, $TEM, $SHOP, $TSLA
2- Models: $MSFT, $GOOGL, $AMZN, $META, $BABA, $NVDA
3 - Infrastructure: $NBIS, $IREN, $CRWV, $ORCL, $ALAB, $ANET & hyperscalers
4 - GPU: $NVDA, $AMD, $INTC, $TSM, $AVGO, $ARM, $ASML
5 - Energy: $OKLO, $EOSE, $CEG, $NXT, $LEU, $SEI
This is my personal take on who I believe is best positioned. Any names you’d add or remove?
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The five layers of AI and those best positioned to benefit:
1 - Application: $PLTR, $NOW, $CRM, $NET, $CRWD, $TEM, $SHOP, $TSLA
2- Models: $MSFT, $GOOGL, $AMZN, $META, $BABA, $NVDA
3 - Infrastructure: $NBIS, $IREN, $CRWV, $ORCL, $ALAB, $ANET & hyperscalers
4 - GPU: $NVDA, $AMD, $INTC, $TSM, $AVGO, $ARM, $ASML
5 - Energy: $OKLO, $EOSE, $CEG, $NXT, $LEU, $SEI
This is my personal take on who I believe is best positioned. Any names you’d add or remove?
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Dimitry Nakhla | Babylon Capital®
Visa $V Q4 2025 Report 🗓️
✅ REV: $10.72B (+11% YoY)
✅ EPS: $2.98 (+10% YoY) https://t.co/tDQgehKtz0
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Visa $V Q4 2025 Report 🗓️
✅ REV: $10.72B (+11% YoY)
✅ EPS: $2.98 (+10% YoY) https://t.co/tDQgehKtz0
6. Visa $V (Tues PM)
🗓️ REV Est: $10.61B (+10%)
🗓️ EPS Est: $2.97 (+10%)
💵 NTM P/E: 28x
💵 NTM FCF Yield: 3.36% https://t.co/4EHnv0IOOM tweet
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App Economy Insights
$V Visa Q4 FY25 (ending in September):
• Revenue +12% Y/Y to $10.7B ($0.1B beat).
• Operating margin 57% (-9pp Y/Y).
• Non-GAAP EPS $2.98 ($0.01 beat).
Fx neutral:
• Payment volume +9% Y/Y.
• Cross-border volume +12% Y/Y.
• Processed transactions +10% Y/Y. https://t.co/Fyv5Qj8xwX
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$V Visa Q4 FY25 (ending in September):
• Revenue +12% Y/Y to $10.7B ($0.1B beat).
• Operating margin 57% (-9pp Y/Y).
• Non-GAAP EPS $2.98 ($0.01 beat).
Fx neutral:
• Payment volume +9% Y/Y.
• Cross-border volume +12% Y/Y.
• Processed transactions +10% Y/Y. https://t.co/Fyv5Qj8xwX
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Visa $V Q3 earnings:
• Revenue: $10.7B vs Est. $10.62B
• Adj. EPS: $2.98 vs Est. $2.97
• Payments volume: +9% YoY
Good quarter👌
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Visa $V Q3 earnings:
• Revenue: $10.7B vs Est. $10.62B
• Adj. EPS: $2.98 vs Est. $2.97
• Payments volume: +9% YoY
Good quarter👌
Both $V and $MA report earnings next week.
Here’s how they stack up fundamentally 👇 https://t.co/v3AGYHWkop tweet
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Clark Square Capital
Great case study of an early thrift conversion by @joekraymond
https://t.co/yFrSV9QUI0
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Great case study of an early thrift conversion by @joekraymond
https://t.co/yFrSV9QUI0
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