Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: The average FCF margin across $SPY is ~10%

Here are 15 companies with FCF margins ≥30% or 3x the market — in other words, for every $100 of revenue, they produce $30+ in FCF💰

1. $LRCX 30%
2. $CPRT 30%
3. $MCO 32%
4. $ALAB 32%
5. $BKNG 32%
6. $INTU 33%
7. $ASML 34%
8. $KLAC 34%
9. $NOW 35%
10. $FICO 36%
11. $SPGI 36%
12. $PANW 39%
13. $NVDA 41%
14. $PLTR 46%
15. $ICE 46%
16. $ANET 48%
17. $MSCI 49%
18. $MA 52%
19. $APP 54%
20. $V 55%

*LTM FCF Margin
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Brady Long
RT @bigaiguy: Drag a zip into Claude and now it does videos, podcasts, apps, payments, marketing campaigns, hosting, and also probably my taxes...

Fr this is unbelievable! 👇

@claudeai just got a massive upgrade today and I am proud to be part of it. From today on, Claude can generate videos, podcasts or host apps just like Lovable and Replit.

We just launched SkillBoss a skill plugin for Claude that enables Claude to:
✅ Generate videos, images, audio, postcast
✅Build apps with logins, DBs, & payments built-in
✅ Send bulk marketing campaigns
✅ Host custom domains
SkillBoss credit will cover all of the above with access to VEO, ElevenLabs, Sora API and 50 more.

All you need is to go to https://t.co/NWiMQCyZyv, download https://t.co/rmjxhk9xiq and drag to Claude. Then ask Claude to "make a cat video" or "build an app that charges $5"!
SkillBoss also works with Codex, Codex, OpenCode and even OpenClaw(yeah I know!)

To celebrate the launch, if you comment "skillboss", you will get 15 credit for free. - Xiaoyin Qu
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The Transcript
$PLTR: +8% AH

Palantir reports Q4 2025 revenue growth of 70% Y/Y, rule of 40 score of 127%; issues FY 2026 revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth, crushing consensus estimates.

Q4 U.S. commercial revenue grew 137% y/y and adjusted operating margin was 57%.

We also generated $2.27 billion in FY 2025 adjusted free cash flow, representing 51% margin and 82% Y/Y growth. - Palantir
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God of Prompt
RT @godofprompt: bro disappeared like he never existed https://t.co/dYbzNXcgHc
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The Transcript
Palantir CEO: "Last quarter, our U.S. revenue grew 93% Y/Y, and U.S. commercial revenue grew 137% Y/Y We are also announcing a 2026 revenue growth guide of 61% Y/Y. We are an n of 1, and these numbers prove it."

$PLTR: +7% AH https://t.co/4Ei5vn6DG1
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Dimitry Nakhla | Babylon Capital®
Palantir $PLTR Q4 2025 Report 🗓️

✅ REV: $1.41B (+70% YoY)
✅ EPS: $0.25 (+79% YoY)

💵 US Commercial Revenue +137% YoY
💵 US Government Revenue +66% YoY
💵 $4.26B Total Contract Value +138% YoY

⬆️ FY 2026 Revenue Guidance of 61% YoY https://t.co/7ktctAFdHM
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The Transcript
NXP Semiconductors CEO: "NXP delivered quarterly revenue of $3.34 billion, surpassing the midpoint of our guidance and reflecting sequential improvement across all end markets."

$NXPI: -3% AH https://t.co/TbKyo0tluR
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The Few Bets That Matter
$ORCL keeps falling after announcing looking for another $50B in debt for buildouts.

It doesn’t matter what you believe; your conviction, your timeframe, or how strong compute demand is.

The market is pricing risk above everything else now. That’s all that matters. https://t.co/UaOaQP8R8o
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