Dimitry Nakhla | Babylon Capital®
$UBER trades for a fairly attractive price $82💵

2026 EPS➡️ $4.25 (-32%)

2027 EPS ➡️ $5.11 (+20%)
2028 EPS ➡️ $5.92 (+16%)

CAGR at various multiples assuming 2028 EPS Est of $5.92:

24x | 20%
23x | 18%
22x | 16%
21x | 15%
20x | 13%
19x | 11%
18x | 9% https://t.co/CnF5y2GAdQ
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memenodes
initial pu*sy offering is crazy

Girls basically have an IPO at 18 now. - Goshawk Trades
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God of Prompt
RT @godofprompt: 🚨 Chinese AI labs just dropped a bombshell research paper that exposes why 99% of "AI agent" companies are building on broken infrastructure.

The ROME model + ALE ecosystem might be the most important open-source release of 2025.

Here's what nobody's talking about: https://t.co/EvPGFQA4Ic
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God of Prompt
🚨 MIT proved you can delete 90% of a neural network without losing accuracy.

Five years later, nobody implements it.

"The Lottery Ticket Hypothesis" just went from academic curiosity to production necessity, and it's about to 10x your inference costs.

Here's what changed (and why this matters now):
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The Few Bets That Matter
You only need one stock to beat the market. One. Find the perfect setup and size correctly.

My highest-conviction setups starting 2026.

$TMDX
$BABA
$PATH

High-quality fundamentals, strong sector tailwinds, perfect price action. These three stand out.

What’s yours? https://t.co/5eFTzmcTuk
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Dimitry Nakhla | Babylon Capital®
$ASML $TSM

Aletheia Capital Double Upgrades $ASML to Buy from Sell, Raises PT to $1,500 from $750

"We raised FY26E/27E EPS est significantly to factor in a new wave of investment expansions and capacity upgrades. We think the upsides will be driven by stronger EUV demand from DRAM suppliers, resilient DUV orders from China in FY26E, and critically, a potential surge in TSMC demand in FY27E.

We think TSMC alone could install 40–45 EUV tools as it may expand advanced capacity by 40–50% in 2027E, potentially lifting total EUV units to 75–80 units, near ASML’s full capacity. As such, we now expect Low-NA EUV revenue to rise by one-third in FY26E and further accelerate by 50–60% in FY27E, supported by higher volumes and a richer product mix. Hence, we forecast ASML’s overall sales growth in the mid-teens for FY26E, accelerating to the mid-twenties in FY27E—both are well ahead of its guidance and consensus forecasts."

Analyst: Warren Lau - Wall St Engine
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Brady Long
🚨 Chinese researchers just published a paper that destroys every AI agent startup pitch deck.

It's called ROME + ALE, and it exposes why every "AI agent company" you've heard of is building on quicksand.

Here's what nobody's talking about: https://t.co/G9tDBSpc1n
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memenodes
Bro really said, hey 👋 im taking your sister

Bro didn’t even waste a second 😭🔥 https://t.co/73vKmguake - koreanoli
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memenodes
found this in my lil cousin's room, I'm scared to ask any questions whatsoever https://t.co/6wU18SsXWp
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memenodes
American woman Thailand men https://t.co/bHxiHcL6IG
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