Dimitry Nakhla | Babylon Capital®
Lam Research $LRCX Q2 2026 Report 🗓️

✅ REV: $5.34B (+22% YoY)
✅ EPS: $1.27 (+40% YoY)

⬆️ Guidance

⬆️Q3 REV Est: $5.70B vs $5.32B prior
⬆️Q3 EPS Est: $1.35 vs $1.20 prior https://t.co/5zEo88Rvqg
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The Few Bets That Matter
$MSFT is falling for the exact same reason $META did a quarter ago.

Margin compression.

And just like $META, higher expenses are mostly amortization. The cash was already spent via CapEx and cash generation isn’t impacted.

Same ridiculous playbook. https://t.co/araRRbx0v3

Keep in mind that $META expenses include depreciation and amortization.

You can’t complain twice; once when CapEx is spent, and again later when D&A hits margins.

Chose your poison.

From a cash perspective, the money was already spent when the infrastructure was bought. D&A impacts the P&L, not actual cash flow.

So if margins start to look compressed, check FCF instead of net income. Cash generation will stay strong even if margins and net income take a hit.

If anything, the income is used for taxes so it could reduce them which would be a net positive for $META without any impact on its cash generation.

This will matter a lot when looking at hyperscalers the next few quarters.
Understand the difference. - The Few Bets That Matter
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God of Prompt
RT @ytscribeai: my favourite life hack to learn anything:

> find a 2-hour lecture packed with value
> get transcription with https://t.co/eclfTyTcwf
> use nano banana pro with this prompt:

"create an image of a hand-drawn cheatsheet with key concepts from this transcript: [PASTE TRANSCRIPT]"
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Dimitry Nakhla | Babylon Capital®
The first chart shows the impressive scale and trajectory of $MSFT RPO 💵

+107.57% YoY https://t.co/8UwWi02NaF

Microsoft $MSFT Q2 2026 Report 🗓️

✅ REV: $81.27B (+17% YoY)
✅ EPS: $4.14 (+28% YoY)

☁️ MICROSOFT CLOUD: $51.5B (+26% YoY) & commercial remaining performance obligation increased 110% to $625B https://t.co/w9A14JtO46 - Dimitry Nakhla | Babylon Capital®
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App Economy Insights
$TSLA Tesla used to update this market share chart every quarter.

In Q4, the chart quietly disappeared.

When companies stop reporting a metric, it’s rarely because it no longer matters.

It’s because it stopped looking good. https://t.co/TL40npYNpo
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Moon Dev
How I Engineered a 3.0+ Sharpe Ratio Trading Bot Using AutoGPT and Python
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Illiquid
Isn’t $msft telling us Azure growth would be 40%+ if they wanted it to be?
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