⁠Dimitry Nakhla | Babylon Capital®
With Nvidia $NVDA hitting all-time highs today, this is undoubtedly the chart of the day 💸

Since 2020, its Data Center revenue has soared at a 105% CAGR, driving remarkable growth

A $10K investment in $NVDA five years ago would now be worth approximately $170K 💰 https://t.co/yzJJuJvqYh
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⁠Quiver Quantitative
JUST IN: Representative Sean Casten has introduced a constitutional amendment that would add twelve U.S. Senators, elected in a national vote.

The stated goal is to have outcomes that better align with election results.

Would you support this?
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⁠Dimitry Nakhla | Babylon Capital®
1/5 Tikr recently unveiled its Valuation Model Hub, empowering investors to input data and estimate potential stock returns 💸

It’s a dynamic tool that lets you leverage current analyst estimates or craft your own projections

Let’s explore how it works with $ASML 🧵 https://t.co/KiC83Xb5Tg
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⁠Quiver Quantitative
BREAKING: Senator Elissa Slotkin just called for a ban on cellphones in all K-12 classrooms.
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⁠Investing visuals
12 businesses with near-impenetrable moats.

Starting tomorrow, I’ll share a one-pager breakdown on each — beginning with $ASML.

Who's your favorite?👇 https://t.co/2paYANox2A
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase at $BTBT

The CEO has just reported purchasing $1.5M of the company's stock, increasing his ownership stake by 55%.

This is the first insider purchase that has been reported at the company in over 4 years.
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⁠The All-In Podcast
RT @chamath: PM is awesome. Congrats Shayne.

Polymarket made @TIME’s 100 Most Influential Companies

Turns out the people want the truth https://t.co/eWq4pcNwST - Shayne Coplan 🦅
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⁠App Economy Insights
$NKE Nike Q4 FY25 (ending May 2025).

• Revenue -12% Y/Y to $11.1B ($380M beat).
• GAAP EPS $0.14 ($0.02 beat).

• Inventory flat Y/Y at $7.5B.
• Wholesale -9% Y/Y to $6.4B.
• Direct revenue -14% Y/Y to $4.4B.
• Greater China revenue -21% Y/Y to $1.5B. https://t.co/aFCVP8FBWw
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⁠The All-In Podcast
You Heard It Here First: John Mearsheimer Predicted the Iran/Israel/US Situation Nine Months Before It Happened ✍️✅

@MearsheimerJ at the 2024 All-In Summit:

"And Iran is the really dangerous flashpoint because as you know, the Russians are now closely aligned with the Iranians. The Chinese are moving in that direction as well."

"And if Israel gets involved in a war with Iran, we're gonna come in, in all likelihood."

"So this gets at the escalation problem."

"Now, to counter the Iranian escalation scenario, the fact is Iran does not want a war with the United States, and the United States does not want a war with Iran."

"And it's the Israelis, especially Benjamin Netanyahu, who has been trying to sort of suck us into a war because he wants us, the United States, to really whack Iran, weaken it militarily, and especially to go after its nuclear capabilities."

"Because as you well know, they are close to the point where they can develop nuclear weapons."

"So the Israelis are the ones who want us to get involved in a big war with Iran. That's the escalation flashpoint."

"And the $64,000 question is whether you think the United States and Iran kind of colluding can work together to prevent the Israelis from getting us sucked in?"

@friedberg:

"That question will be answered based on who leads the next administration."

Mearsheimer:

"Well, if you believe that it matters who leads the next administration, that's true."
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⁠Dimitry Nakhla | Babylon Capital®
You know you’ve matured as an investor when the sight of stocks near all-time highs sparks a cautious “bear market” feeling of uneasiness, while a 52-week low or the onset of a bear market ignites an excited sense of opportunity 📈📉
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⁠App Economy Insights
💸 How to calculate Free Cash Flow:

Start with net profit, then:

1️⃣ Add back non-cash items.
2️⃣ Subtract capital expenditures.

✅ That's it! Real cash a business can use.

Here’s Apple’s FY24 FCF as an example. 👇 https://t.co/dz4vJzZVhg
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