Offshore
Dimitry Nakhla | Babylon Capitalยฎ RT @DimitryNakhla: โ $MSFT has large margin of safety at $420๐ต, where I can reasonably expect ~13% CAGR while assuming a more conservative 25x โ https://t.co/5rGIiHiHa1 A quality valuation analysis on $MSFT ๐ง๐ฝโโ๏ธ โขNTM P/Eโฆ
๏ฟฝ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐๐๐ฎ๐ซ๐๐๐ฒ ๐จ๐ซ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ. ๐๐๐ฌ๐ญ ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ๐๐ง๐๐ ๐๐จ๐๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐ ๐๐ฎ๐ญ๐ฎ๐ซ๐ ๐ซ๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ. - Dimitry Nakhla | Babylon Capitalยฎ tweet
Offshore
Video
God of Prompt
RT @prompt_copilot: Grammarly fixes your writing.
๐ซ https://t.co/7vzwuTo8vA fixes your prompts.
> Prompt enhancement
> Autocomplete
> Context profiles
Chrome extension for ChatGPT, Gemini, Perplexity.
Start your free trial ๐ https://t.co/TKMMCzVWj1 https://t.co/gZhh1ozINU
tweet
RT @prompt_copilot: Grammarly fixes your writing.
๐ซ https://t.co/7vzwuTo8vA fixes your prompts.
> Prompt enhancement
> Autocomplete
> Context profiles
Chrome extension for ChatGPT, Gemini, Perplexity.
Start your free trial ๐ https://t.co/TKMMCzVWj1 https://t.co/gZhh1ozINU
tweet
Offshore
Video
Moon Dev
I let AI agents trade Polymarket for 24 hours
The results are Insane
Prolly a good idea to bm this 1 https://t.co/v3v7mBk8a8
tweet
I let AI agents trade Polymarket for 24 hours
The results are Insane
Prolly a good idea to bm this 1 https://t.co/v3v7mBk8a8
tweet
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Photo
Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: Mastercardโs Value-Added Services posted a fourth straight quarter of accelerating growth โ notable given itโs higher-margin than core payments and now accounts for nearly half (44%) of $MA total revenue. https://t.co/5P6uT3vN2h
tweet
RT @DimitryNakhla: Mastercardโs Value-Added Services posted a fourth straight quarter of accelerating growth โ notable given itโs higher-margin than core payments and now accounts for nearly half (44%) of $MA total revenue. https://t.co/5P6uT3vN2h
Mastercard $MA Q4 2025 Report ๐๏ธ
โ
REV: $8.80B (+18% YoY)
โ
EPS: $4.76 (+25% YoY)
๐ต Value-Added Services & Solutions grew +26% YoY, marking the FOURTH consecutive quarter of acceleration and now representing ~44% of total net revenue (Q4) https://t.co/aDcOtERzlF tweet
Offshore
Video
God of Prompt
RT @godofprompt: Made all of these before lunch.
Same day. Same tool. Zero editing skills.
You're about to see how ๐ https://t.co/HMMTCCducH
tweet
RT @godofprompt: Made all of these before lunch.
Same day. Same tool. Zero editing skills.
You're about to see how ๐ https://t.co/HMMTCCducH
tweet