⁠Dimitry Nakhla | Babylon Capital®
ASML Holding $ASML Q1 Earnings Report🎯

Rev: €7.74B vs €7.75B est ✅ | +46% YoY
EPS: €6.00 vs €5.80 est ✅ | +93% YoY
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Net bookings: €3.9B (EUV €1.2B)
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Guidance 👌🏽

Rev Q2 2025: €7.2B-€7.7B
Rev FY 2025: €30B-€35B https://t.co/k7Y581S3nx
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⁠Finding Compounders
Book Recommendation: Les Schwab : Pride In Performance

https://t.co/WbCjhk9hri https://t.co/yN8dkZ75ae
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⁠Quiver Quantitative
JUST IN: We've received Q1 fundraising data for Congress.

Here's who raised the most:

🔵 Sen. Bernie Sanders: $11.4M (100% from individual donors)
🔵 Sen. Jon Ossoff: $10.2M (97%)
🔵 AOC: $9.6M (100%)
🔵 Sen. Chris Murphy: $8.0M (100%)
🔵 Sen. Mark Kelly: $3.9M (100%)
🔵 Rep. Ro Khanna: $3.6M (100%)
🔵 Rep. Hakeem Jeffries: $3.0M (86%)
🔵 Rep. Raja Krishnamoorthi: $2.9M (91%)
🔴 Rep. Steve Scalise: $2.6M (61%)
🔴 Sen. Thom Tillis: $2.0M (54%)
🔴 Rep. John James: $2.0M (76%)
🔵 Sen. Mark Warner: $1.9M (73%)
🔵 Rep. Jasmine Crockett: $1.7M (98%)
🔴 Rep. Tom Emmer: $1.4M (97%)
🔵 Sen. Elizabeth Warren: $1.3M (100%)
🔴 Rep. Andy Barr: $1.3M (42%)

Note that this only includes principal campaign committees.

You can track fundraising data on Quiver, or follow here for updates.
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⁠The All-In Podcast
David Sacks Explains the Failure of the Globalist Consensus in Washington

Francis Fukuyama's Influence:

"You had Fukuyama write 'The End of History,' which basically said that democratic capitalism is the end all, be all. And we're down to one system and the whole world's gonna run on that system."

"That philosophy then animated a neoliberal and neoconservative consensus in Washington for 25 years."

"And there are three key pillars of that globalist consensus."

The Three Key Pillars:

1) Open Borders

"Number one, we'd have open borders, free flow of labor. In fact, the Wall Street Journal editorial, which is considered to be conservative, actually supported a constitutional amendment saying that we'd have open borders."

2) Free Trade

"Number two, we'd have open flows of trade and capital. So basically, the unfettered free trade agenda."

3) Pax Americana

"And then number three, the third leg of it was Pax Americana. We'd deploy American troops all over the world to defend this consensus because they'd be greeted as liberators, not occupiers."

The Failure:

"I think all three pillars have been refuted."

"And the person who has represented the shift in this consensus is Donald Trump."

"When you have a bipartisan consensus that included both Bush Republicans and Clinton Democrats around these three pillars of globalism, and then the country turns against that, that's not gonna be a smooth process."

"It's gonna be a disruptive process."
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⁠Finding Compounders
Warren Buffett on Debt and the Trade Deficit

Buffett uses a farm analogy to explain the trade deficit https://t.co/nNfPEYtlPU
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⁠The Kobeissi Letter
BREAKING: U.S. officials are planning to use negotiations with 70+ nations to ask them to disallow China to ship goods through their countries, per WSJ.

The U.S. is reportedly attempting to "isolate" China.
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⁠Finding Compounders
How Warren Buffett’s former Financial Assistant to the Chairman, Tracy Britt Cool, thinks about Moats https://t.co/Y2rD17TTWz
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