⁠Dimitry Nakhla | Babylon Capital®
5 High-Quality Stocks with Unwavering Growth: Consistent Revenue Increases for 20 Consecutive Years | EPS CAGR | LTM ROIC 💵

Stick around as we dive into each stock’s strengths and why they’re built to last🧵 https://t.co/zIxdcKIcfl
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⁠Quiver Quantitative
JUST IN: Representative Josh Gottheimer has filed 24 new trades

He bought stock in Sea Limited, $SE

Sea is a Singaporean financial services company

Gottheimer sits on the Financial Services Committee

First time we have seen him buy this stock

Full trade list up on Quiver https://t.co/EAFiF1nEBW
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⁠Quiver Quantitative
Bessent: Interesting to see you aligned with Elon Musk

Elizabeth Warren: You're no more shocked than I am https://t.co/3CArsZtGlo
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⁠Investing visuals
$ASML:

🔹Revenue is up +48%
🔹Free cash flow is up +29%
🔹Holds $5B in cash
🔹Trading at 33x forward price to free cash flow

The backbone of modern tech for a reasonable price👌 https://t.co/07jwJ4lGdR
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⁠Quiver Quantitative
UPDATE: We recently posted a report on a purchase of Amphenol stock by Representative Byron Donalds.

It caught our attention because we'd never seen him trade the stock before.

They released a strong earnings report right after his trade.

The stock has now risen 46% since. https://t.co/AeUUu8132j
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⁠Quiver Quantitative
Put together two different angles of US Senator Alex Padilla being removed from the DHS press conference: https://t.co/r6rn1zUoFW
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⁠Quiver Quantitative
BREAKING: The House just passed the bill to codify $9.4B of DOGE cuts.

Still needs to be passed by the Senate.
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⁠App Economy Insights
$ADBE Adobe Q2 FY25:

• RPO +10% to $19.7B.
• Digital Media ARR +12% to $18.1B.
• Revenue +11% to $5.9B ($70M beat).
• Non-GAAP EPS $5.06 ($0.09 beat).
• Q3 FY25 revenue ~$5.9B ($20M beat).
• FY25 revenue ~$23.55B ($100M beat). https://t.co/TgoWSQZog9
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⁠App Economy Insights
RT @EconomyApp: 💳 Chime is going public.

Here’s how they make money. https://t.co/oeCaaLMYmC
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