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Dimitry Nakhla | Babylon Capital®
Taiwan Semi $TSM Q1 Earnings Report🎯
Rev: $25.53B vs $23.92B est✅ | +35% YoY
EPS: $2.12 vs $1.82 est ✅ | +54% YoY
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% of total wafer revenue
3 nm 22%
5 nm 36%
7 nm 15%
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Guidance 👌🏽
Rev Q2 2025: $28.4B - $29.2B https://t.co/6o6sKNrv19
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Taiwan Semi $TSM Q1 Earnings Report🎯
Rev: $25.53B vs $23.92B est✅ | +35% YoY
EPS: $2.12 vs $1.82 est ✅ | +54% YoY
___
% of total wafer revenue
3 nm 22%
5 nm 36%
7 nm 15%
___
Guidance 👌🏽
Rev Q2 2025: $28.4B - $29.2B https://t.co/6o6sKNrv19
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Quiver Quantitative
BREAKING: New stock trades from Representative Bruce Westerman.
He bought oil and gas companies: Exxon, Chevron, BP, and ConocoPhillips.
He is the chair of the Committee on Natural Resources.
These are the first trades we have seen from him, since he entered Congress in 2015. https://t.co/14XatQ5Bvv
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BREAKING: New stock trades from Representative Bruce Westerman.
He bought oil and gas companies: Exxon, Chevron, BP, and ConocoPhillips.
He is the chair of the Committee on Natural Resources.
These are the first trades we have seen from him, since he entered Congress in 2015. https://t.co/14XatQ5Bvv
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Investing visuals
Good to know for $ASML investors: 27% of their revenue (new system sales) comes from China👇 https://t.co/DdtdkpUcwN
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Good to know for $ASML investors: 27% of their revenue (new system sales) comes from China👇 https://t.co/DdtdkpUcwN
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The Kobeissi Letter
Global investors have rarely been this bearish:
A record ~50% of institutional investors intend to reduce US equity exposure, according to a Bank of America survey released Monday.
Allocation to US stocks fell 13 percentage points over the last month, to a net 36% underweight, the lowest since the March 2023 Banking Crisis.
Since February, investors' allocation to US equities has dropped by ~53 percentage points, marking the largest 2-month decline on record.
Moreover, a record 82% of respondents are now expecting the world economy to weaken.
As a result, global investor sentiment fell to just 1.8 points, the 4th-lowest reading since 2008.
We have likely never seen such a rapid shift in sentiment.
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Global investors have rarely been this bearish:
A record ~50% of institutional investors intend to reduce US equity exposure, according to a Bank of America survey released Monday.
Allocation to US stocks fell 13 percentage points over the last month, to a net 36% underweight, the lowest since the March 2023 Banking Crisis.
Since February, investors' allocation to US equities has dropped by ~53 percentage points, marking the largest 2-month decline on record.
Moreover, a record 82% of respondents are now expecting the world economy to weaken.
As a result, global investor sentiment fell to just 1.8 points, the 4th-lowest reading since 2008.
We have likely never seen such a rapid shift in sentiment.
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The Kobeissi Letter
BREAKING: A federal judge has ruled that Google, $GOOGL, operates an “illegal advertising monopoly,” per WSJ. https://t.co/IgmmrcpQCH
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BREAKING: A federal judge has ruled that Google, $GOOGL, operates an “illegal advertising monopoly,” per WSJ. https://t.co/IgmmrcpQCH
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Quiver Quantitative
Representative Seth Magaziner just said:
My bill to ban congressional stock trading is gaining traction, and the public is with us. https://t.co/hOBT9yUFrZ
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Representative Seth Magaziner just said:
My bill to ban congressional stock trading is gaining traction, and the public is with us. https://t.co/hOBT9yUFrZ
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @shivamkashan My analysis suggests that $UNH is undervalued, making it an attractive option. However, my attention is focused on other opportunities where I’ve identified companies with superior quality profiles and fewer potential headwinds, particularly given the changing administration 👌🏽
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RT @DimitryNakhla: @shivamkashan My analysis suggests that $UNH is undervalued, making it an attractive option. However, my attention is focused on other opportunities where I’ve identified companies with superior quality profiles and fewer potential headwinds, particularly given the changing administration 👌🏽
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The Kobeissi Letter
BREAKING: The US has accused a Chinese firm of helping Yemen's Houthis target American warships, per the Financial Times. https://t.co/41YnEHf9ei
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BREAKING: The US has accused a Chinese firm of helping Yemen's Houthis target American warships, per the Financial Times. https://t.co/41YnEHf9ei
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