Dimitry Nakhla | Babylon Capital®
This is why you don’t pay 130x earnings & 22x sales at peak valuations — even for a business as high-quality as $AXON.

As Warren Buffett said:

“A too-high purchase price… can undo the effects of a subsequent decade of favorable business developments.”

$AXON -54% from highs. https://t.co/kHos08c3iV
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Bourbon Capital
Amazon $amzn 4Q North America Net Sales $127.08 vs Est $127.21B
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Bourbon Capital
Amazon $AMZN 4Q Net Sales $213.39B vs Est $211.49B
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Bourbon Capital
Amazon $AMZN 4Q Net Sales $213.39B vs Est $211.49B

EPS $1.95 vs Est $1.96
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Moon Dev
my clawbot is now autonomously coding and pushing to github

and finding winning trading strategies

10,783% with robustness tests is crazy

it is with unique data you dont have though

thats the edge https://t.co/m9y2s6mNZ2
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The Transcript
$AMZN: -10% AH https://t.co/jsAVoPTL3Z
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The Transcript
Reddit CEO: "2025 was a breakout year for Reddit...We crossed $2.2B in revenue, up 69%Y/Y, and delivered $530M in net income. In Q4 alone, we welcomed over 121M DAUs to our platform, +19% Y/Y..."

Launches a $1B buyback program.

$RDDT: +6% AH https://t.co/9KJthOxOZA
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The Transcript
Roblox CEO: "Fiscal 2025 was a banner year for Roblox...Revenue grew 36% Y/Y to $4.9B, bookings grew 55% Y/Y to $6.8B & we generated $1.8B in operating cash flow. This performance was driven by the addition of ~60M DAUs from Q4 2024 to Q4 2025"

$RBLX: +21%AH 🚀 https://t.co/X2Zu1h1RJa
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The Transcript
Amazon CEO @ajassy: "AWS growing 24% (our fastest growth in 13 quarters), Advertising growing 22%, Stores growing briskly across North America and International, our chips business growing triple digit percentages year-over-year..."

$AMZN: -7% AH https://t.co/Lwu4sQfTuq
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