Dimitry Nakhla | Babylon Capital®
Google Cloud Quarterly Revenue 💸

$GOOG $GOOGL https://t.co/P8cSO0iqxf
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AkhenOsiris
$GENI Benchmark report yesterday on Prediction Market Opportunity

Prediction markets (Kalshi, Polymarket) are expanding, and the NFL has stated these operators must purchase official Genius data to operate legitimately. Kalshi itself has said it “wants to work with all of the leagues.” In our view, this makes prediction markets an incremental customer set rather than a threat, expanding GENI’s TAM without cannibalizing sportsbooks.

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Kalshi just signed a deal with Statscore, although unclear which sports they will use that data for. The more complex the in-game/live markets, the more likely GENI/SRAD will be needed.
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 1):
@snikhs2 (earnings) - $RBRK, $ORCL
@Q4001234 - $CLW
@petition (updates) - $MBTN.SW, $FOSL
@StockForester - $ALWEC.PA
@SCapStrategist - $KITW.L
@pernasresearch - $LTRX (more research), $DEFT (pass), $HYLN (pass) https://t.co/qiTlSaTHNG
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 2):
@nicknemo17 - $APP (overview)
@BobbyKKraft - $HBFGF
@LiebermanAustin - $TSM
@TheRayMyers - $S
@fugaziresearch - $SOGP (short)
@Stock_Pursuit - $FCEL (update) https://t.co/wx5N4i08i4
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Investing visuals
What book is really a must-read in your opinion?

I'm looking for some inspiration for my next read. Some if my personal favorites:

• Dark Matter
• We are Legion (trilogy)
• Three Body Problem
• Fifteen live of Harry August
• Project Hail Mary
• Joona Linna series
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 3):
@CapitalPmh - $FIN.L
@1rabbitresearch (analysts) - $RDDT, $HOOD
@Wubbebos - $KIN.BR
@dede_eyesan - $MTLN.L
@Typhoon_Girl - $BYDDY
@InvestSpecial - $WJL.AX (update)
@WolfOfOakville - $TGH.V (downgrade) https://t.co/iBP2TajtPj
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