Yellowbrick Investing
Added 59 new stock write-ups to the site (pt final):
@BlokeOak57182 (quick overviews) - $BGCG.L, $9992.HK, $PDD, $BABA, $3750.HK, $GMS.L, $0700.HK, $2899.HK
@AlmostMongolian - $WGR.AX
@cedargrovecm - $WW
@waterboystocks - $CMCSA (overview)
@Quality_stocksA - $MC.PA (pass) https://t.co/x4Ath49FfJ
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AkhenOsiris
RT @FundaBottom: $APP: Northbeam updated on the latestweek. AppLovin started ramping up - exactly what I said two weeks ago. Advertisers would ramp up at month-end after going through two optimization weeks. https://t.co/ykRXLKyV6E

$APP: Northbeam’s Axon data doesn’t look good today. We should keep a positive outlook—AppLovin’s ecommerce mix is rising gradually, not overnight. Ecommerce advertisers typically need about two weeks to optimize campaigns. We’re also not in the true peak season yet. Most Asian ecommerce advertisers just got back from vacation.
The real ramp should come at the end of the month, not right now.
But everyone’s obsessing over the Northbeam data, which makes me uncomfortable. Last week, when Northbeam didn’t release data, a bunch of people even emailed asking why there was no update. - FundaAI
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App Economy Insights
$INTC Intel Q3 FY25:

• Revenue +3% Y/Y to $13.7B ($0.6B beat).
• Non-GAAP EPS $0.23 ($0.22 beat).
• Intel received $5.2B from the Altera transaction and stake sale of Mobileye.

Q4 FY25 Guidance:
• Revenue ~$13.3B ($0.1B miss).
• Non-GAAP EPS $0.08 (in-line). https://t.co/USYeaLJtOz
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App Economy Insights
$GOOG Google Cloud and Anthropic officially announce their cloud partnership.

• Over 1GW of compute capacity in 2026.
• Anthropic gets up to 1M of Google’s TPUs, worth tens of billions of dollars. https://t.co/oP1wTnZzZx
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: The TransDigm acquisition checklist $TDG

1. Proprietary?
2. Aerospace?
3. Sole source?
4. Significant aftermarket?

If yes…

Does it meet management’s 20% IRR threshold over a 5 year period? https://t.co/iGgN1ldv6V
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AkhenOsiris
$AMZN $GOOGL

"We remain committed to our partnership with Amazon, our primary training partner and cloud provider, and continue to work with the company on Project Rainier, a massive compute cluster with hundreds of thousands of AI chips across multiple U.S. data centers."

https://t.co/PDuS5Cb7Tq

$AMZN $GOOGL

We all remember last year November when the AWS/Anthropic relationship deepened.

"Anthropic is now naming AWS its primary training partner, in addition to continuing to be its primary cloud provider, and will use AWS Trainium and Inferentia chips to train and deploy its future foundation models. Both companies will continue to work closely to keep advancing Trainium's hardware and software capabilities."

Is whatever Anthropic spending on GCP smaller than what they will spend on AWS? That would be the logical conclusion with AWS being the primary cloud/training provider. With Project Rainier ramping, the Anthropic spend on AWS increasing this year (some numbers from Ed Zitron yesterday) and SemiAnalysis and other sell-side predicting Claude AI related inflection (recently leaked Anthropic growth aspirations for 2026 are strong), it follows AWS will be enjoying the fruits as well here.

https://t.co/mAjvJRPWvu - AkhenOsiris
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Capital Employed
We meant sub $2 billion.

Feck this X bullsheet platform.

Our regular quarterly post... 👇

What stock are you most bullish on sub $2 million?

(Please do re-tweet this so we can get as many ideas as possible. Thanks 🙏). - Capital Employed
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 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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Dimitry Nakhla | Babylon Capital®
5 High-Quality Stocks With Good CAGR Potential Assuming Reasonable Multiples 💵

📦 Amazon $AMZN
•2028E EPS: $11.01
•Multiple: 29x
•CAGR: +12%

💰 S&P Global $SPGI
•2028E EPS: $24.41
•Multiple: 28x
•CAGR: +13%

🏦 Fair Isaac $FICO
•2028E EPS: $63.60
•Multiple: 36x
•CAGR: +13%

✈️ Booking Holdings $BKNG
•2028E EPS: $344.04
•Multiple: 23x
•CAGR: +15%

🫱🏼‍🫲🏻 MercadoLibre $MELI
•2028E EPS: $123.53
•Multiple: 30x
•CAGR: +18%
_______

*Estimates can change
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