⁠Dimitry Nakhla | Babylon Capital®
Nick Sleep is one of the greatest investors, generating 20.8% CAGR from 2001 to 2013 📈

Nick ran a concentrated fund, with $AMZN & $COST stock each accounting for >20% of the Nomad Partnership at various points 💸

Here’s the secret to his incredible track record 🧵 https://t.co/9mDupZqv57
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⁠Wall St Engine
Saudi Arabia’s AviLease has placed its first direct Boeing $BA order: 20 new 737-8 jets with options for 10 more. The deal boosts its fleet with fuel-efficient aircraft and supports the Kingdom’s goal to serve 330M passengers and 150M visitors a year by 2030.
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⁠Wall St Engine
Citron is calling $RKT long "call of the year" https://t.co/FDugYaGjGT
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⁠Investing visuals
Time in the market > Timing the market https://t.co/qMCro30SrH
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⁠Wall St Engine
Elon Musk Speaks at the Saudi-US Investment Forum
https://t.co/dbdkqCTHry
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⁠Quiver Quantitative
In January, we called out Nancy Pelosi's purchase of Tempus AI call options.

$TEM has now risen 122% since the trade.

It's up another 10% today. https://t.co/JptCtVVFyf
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⁠App Economy Insights
🍄 Nintendo is Overwhelmed

Switch 2 pre-orders in Japan alone hit 2.2 million in just three weeks, hinting at demand that could blow past expectations.

Let’s visualize the past year. 👇
https://t.co/CsVFaTTQL5
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TRUMP: I LIKE MBS 'TOO MUCH'; SAUDI ARABIA IS A PARTNER LIKE NO OTHER

⁠Wall St Engine
TRUMP ON STOCK MARKET:

AMAZING WHAT A RISING MARKET WILL DO; IT'S GONNA GO A LOT HIGHER https://t.co/7GyVdWdH3d
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⁠Wall St Engine
TRUMP: I WILL ORDER THE CESSATION OF SANCTIONS AGAINST SYRIA; MADE SANCTIONS DECISION AFTER DISCUSSIONS WITH SAUDI CROWN PRINCE, TURKEY'S ERDOGAN
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⁠App Economy Insights
$SE Sea Q1 FY25:

• Revenue +30% Y/Y to $4.8B ($50M miss).
• EPS of $0.65 ($0.04 beat).

🟠 Shopee: $264M EBITDA record.
🔵 Monee: Loan book +77% Y/Y to $5.8B.
🔴 Garena: Bookings +51% Y/Y, driven by Free Fire’s NARUTO crossover.
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⁠Wall St Engine
OpenAI Weighing Data Center Deal In United Arab Emirates. Deal May Be Announced During Trump's Mideast Visit
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