Investing visuals
Hyperscaler CapEx is expected to exceed $300B this year.

• $AMZN: $100B
• $MSFT: $80B
• $GOOGL: $75B
• $META: $60B

All report earnings this week, which will give more insight into whether AI demand is still outpacing supply and if the CapEx build-out continues. https://t.co/gQ1X4yZZ5u
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt final):
@WolfOfOakville - $CNO.V (downgrade)
@fugaziresearch - $RR (short)
@DataDInvesting - $SOFI (earnings)
@deepvaluedude - $PMTS
@FatAlpha - $EVO.ST
fund letters
and more... https://t.co/9hLup3FYVK
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Yellowbrick Investing
$PMTS

$PMTS
UPDATE
Fundamentals: company reports earnings Nov. 4, and I am expecting a big beat. Earnings are normalizing to $2.6-$3 annualized EPS, which implies that this is trading at ~5x forward earnings. Revenues are growing at 8-10% per year, which means I expect a rerating over time where this could trade at 15x P/E (putting this ~$45 per share)

Technicals: Broke out of the rising wedge to the upside back into the multi-year cyclical channel, wicked the 20w SMA, 21w EMA (bull market support band), and is finding support in the low $17s before the next move towards $21.53 which has proved to be an inflection level in the multi-year channel, and coincides with .618 golden ratio. I am buying relentlessly here as I expect this to be an easy 30-40% move to the mid 20s by the end of the year - DVD
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App Economy Insights
$SOFI Fee-based revenue is rising fast.

Driven by:

• Loan platform and origination fees
• Referral fees
• Interchange from debit + credit cards
• Brokerage fees from SoFi Invest https://t.co/9i5iyTDtyz
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Clark Square Capital
Does anybody know what's going on with $DJCO lately?

This used to trade like 30k shares a day, and now it's doing 10-20x that. The entire registered has turned over 5x in October. https://t.co/mEFAugSTeX
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Ahmad
this is what a chad GPU owner feels next to an api-only coder

donʼt be like Sean, Buy a GPU https://t.co/hYGNggd53z
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Dimitry Nakhla | Babylon Capital®
Cadence Design $CDNS Q3 2025 Report 🗓️

✅ REV: $1.34B (+10% YoY)
✅ EPS: $1.93 (+17% YoY)

Raising full year revenue outlook to +14% YoY https://t.co/OvQcR1oaMU

2. Cadence Design $CDNS (Mon AM)

🗓️ REV Est: $1.32B (+14%)
🗓️ EPS Est: $1.79 (+9%)

💵 NTM P/E: 47x
💵 NTM FCF Yield: 1.60% https://t.co/R3To8mlv9w - Dimitry Nakhla | Babylon Capital®
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Ahmad
can i say something? https://t.co/9zvxWUTYTE
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