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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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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
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Ahmad
succession is my all-time favorite show (my wife loathes it lol)
roman is my 2nd favorite character after tom
don't gamble, but take calculated risks, otherwise you might end up in the permanent underclass
goodnight https://t.co/O8FNVqYUtF
tweet
succession is my all-time favorite show (my wife loathes it lol)
roman is my 2nd favorite character after tom
don't gamble, but take calculated risks, otherwise you might end up in the permanent underclass
goodnight https://t.co/O8FNVqYUtF
tweet