Offshore
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App Economy Insights
$INTC Intel got a big cash infusion in Q3.
Ending the quarter with ~$31B in cash.
Boosted by:
• $5.7B in US government funding.
• $5.2B from divestitures (Altera & Mobileye).
A turning point in Intel’s turnaround story? https://t.co/bq49xi7Nss
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$INTC Intel got a big cash infusion in Q3.
Ending the quarter with ~$31B in cash.
Boosted by:
• $5.7B in US government funding.
• $5.2B from divestitures (Altera & Mobileye).
A turning point in Intel’s turnaround story? https://t.co/bq49xi7Nss
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Offshore
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Dimitry Nakhla | Babylon Capital®
Netflix continues to showcase robust growth in the Asia-Pacific (APAC) & Europe, Middle East, and Africa (EMEA) regions
$NFLX latest quarterly YoY growth by region:
APAC: +21%
EMEA: +18%
UCAN: +17%
LATAM: +10% https://t.co/4huAR5j6nO
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Netflix continues to showcase robust growth in the Asia-Pacific (APAC) & Europe, Middle East, and Africa (EMEA) regions
$NFLX latest quarterly YoY growth by region:
APAC: +21%
EMEA: +18%
UCAN: +17%
LATAM: +10% https://t.co/4huAR5j6nO
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Here are five quality stocks that faced multiple compression due to short-term growth concerns, creating buying opportunities for those looking beyond temporary challenges
Multiple compression doesn’t always signal a broken thesis—it can be an opportunity 🧵 https://t.co/K2rpHr3c2Q
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RT @DimitryNakhla: Here are five quality stocks that faced multiple compression due to short-term growth concerns, creating buying opportunities for those looking beyond temporary challenges
Multiple compression doesn’t always signal a broken thesis—it can be an opportunity 🧵 https://t.co/K2rpHr3c2Q
Many investors seek quality & are willing to pay a premium multiple, but when short-term growth concerns trigger multiple compression, they mistakenly rationalize:
“Lowered growth justifies this, I should look elsewhere now”
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This is often a misstep. Will share a 🧵 soon tweet
Ahmad
“grok, fix the algo and make no mistake”
— an intern, probably
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“grok, fix the algo and make no mistake”
— an intern, probably
@TheAhmadOsman dude, I really feel the X team is vibe algorithming, a social platform’s algo shouldn’t change so often tweet
X (formerly Twitter)
Yuchen Jin (@Yuchenj_UW) on X
@TheAhmadOsman dude, I really feel the X team is vibe algorithming, a social platform’s algo shouldn’t change so often
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RT @drawl: @nearcyan Someone finally built this, I’ve been thinking about the hyperfinacialization of everything for a while and have wondered when gambling would reach consumer finance
I’m waiting for Klarna to add a “coin flip” option at checkout where you either get the item free or pay double
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RT @drawl: @nearcyan Someone finally built this, I’ve been thinking about the hyperfinacialization of everything for a while and have wondered when gambling would reach consumer finance
I’m waiting for Klarna to add a “coin flip” option at checkout where you either get the item free or pay double
tweet