Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Netflix Q4 2025 Earnings Report

✅ REV: $12.05B (+17%)
✅ EPS: $0.56 (+31%)

📺 “We crossed the 325M paid memberships milestone during the quarter”

$NFLX https://t.co/FxPrY4DnbB

Netflix Q4 2025 Earnings Preview

🗓️ REV Est: $11.97B (+17%)
🗓️ EPS Est: $0.55 (+28%)

💵 NTM P/E: 28x
💵 NTM FCF Yield: 2.8%

Since 2015, $NFLX total paid memberships have grown at an impressive 17% CAGR https://t.co/m6psEOMEPk - Dimitry Nakhla | Babylon Capital®
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Moon Dev
mlk last chance

mlk day is over, and this deal closes today

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Moon Dev https://t.co/l9MeYObrRk
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God of Prompt
RT @ytscribeai: Our API is live!

Integrate YTScribe into your automated workflows.

Get your key 👉 https://t.co/t5Kd3HClbX
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AkhenOsiris
$SHOP since Sept 26, 2025:

$140 to $180 to $140 to $170 to $140 today...you're welcome
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AkhenOsiris
$ORCL

15% rally from Dec. 17th to Jan 12th met with a 15% dump since in last 6 sessions...new recent lows
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AkhenOsiris
$AVGO

22% correction, at 3-mth lows
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AkhenOsiris
$MSFT Greenland operations are no longer at risk!
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Quiver Quantitative
Nancy Pelosi made $1.8M in the stock market today, per our estimates.

We estimate that she is now worth $273M. https://t.co/k8twKm3Hde
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Quiver Quantitative
Last year, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.

$VSAT is now up 509% since our reports.

Look at this: https://t.co/5HaitAVXl1
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The Few Bets That Matter
$TMDX is cheap and trades like a struggling growth tech stock.

Heck, even $MRNA trades at a higher P/S.

What. The. Hell.

This is a fast-growing healthcare name with a product that has massive switching costs and a clear quality edge over competitors.

The market keeps buying healthcare, yet 30%+ growth with multiple multi-year growth levers apparently isn’t enough to earn a strong multiple, not even close to other innovative healthcare names while having nothing to envy from them.

This name either is the most misunderstood opportunity on the market or I'm just simply a moron for not understanding something which is obvious to many others.

🚨 $TMDX is dirt cheap again, and I don’t say that often.

Markets are globally anxious and December flights were weaker than expected. They’re trending at 24.2 flights/day, below October–November averages, bringing Q4-25 to ~24.6 flights/day.

If this average holds:
~2,263 flights in Q4-25
$154.4M Q4 revenue
~$599M FY25 revenue
+35.6% YoY growth
~7x P/S

For context, OrganOx, with inferior growth and fundamentals, was acquired at 21x sales. That doesn’t mean $TMDX should trade there, but the gap is undeniable.

One odd data: 12 planes haven’t been used in December. No clear explanation why, could be slower transplant demand or maintenance keeping planes grounded, potentially increasing third-party or ground transports. I won't model this as I don't know but my assumptions are a floor, not a ceiling.

Bottom line: Even with a softer December, $TMDX can still hit midpoint guidance - guidance that’s been raised three times this year.

Looking ahead to FY26:
• New growth vectors (hearts & lungs)
• International expansion
• Minimal exposure to AI CapEx cycles or recession risk

$TMDX is once again one of the best buys in the market at this price. - The Few Bets That Matter
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