Investing visuals
JUST IN: $PLTR partners with $NVDA:

Jensen: "This is probably the single most important enterprise stack in the world, the Palantir Ontology."

Woah. https://t.co/Qqe99bWXaS

$PLTR visualized:

• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• Short thesis

Let's dive in! 🧵👇 https://t.co/fVexfaExCC - Investing visuals
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Investing visuals
$NVDA: $500B in bookings for Blackwell and Rubin chips over the next 5 quarters.

That’s >3x their current annual revenue.

My goodness🤯 https://t.co/Y6gmAih2o2
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Investing visuals
$SOFI very impressive quarter:

• Revenue $962M vs Est. $891M
• EPS $0.11 vs Est. $0.09
• New Members +34% YoY

FY25 Guidance
• Revenue $3.54B vs Est. $3.45B
• EPS $0.37 vs Est. $0.32

Congrats shareholder! 💙 https://t.co/HKgumoXREQ

$SOFI reports Q3 earnings tomorrow. How membership growth has evolved over time:

• 2020: 1.1M
• 2021: 2.3M
• 2022: 3.9M
• 2023: 5.7M
• 2024: 8.1M

$SOFI now has 11.7M members, a 10x increase in just five years. I’m not a shareholder, but that’s impressive execution👌 https://t.co/jQ8TDXS5wl - Investing visuals
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Clark Square Capital
Cat's out of the bag now

H/T @ClarkSquareCap for noting this shitco Vera Bradley $VRA is putting its HQ on the market for a sale-leaseback for $30MM, having started the day at <$55MM market cap - up 25% now https://t.co/GIhsSs5Lwk https://t.co/4aVrcVy3fe - AuxReignots
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Clark Square Capital
Looking forward to this one!

G’day everyone!

@joekraymond has agreed to do what I believe will be his first-ever interview (we just need to finalize the exact format for compliance reasons).

If you’re not familiar with Joe, he is, in my view, the best at publishing case studies on some of the most obscure micro-cap winners.

Based on word on the street, the depth of his research, and his thoughtful commentary, it's hard not to be convinced he’s a great investor.

So if you have any good questions about his background, investing style, or the historical winners he’s analyzed, drop them below and I’ll try to include the most relevant ones. - Mikro Kap David
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Investing visuals
JUST IN: $PLTR partners with $NVDA:

Jensen: "This is probably the single most important enterprise stack in the world, the Palantir Ontology."

Woah. https://t.co/Qqe99bWXaS

$PLTR visualized:

• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• Short thesis

Let's dive in! 🧵👇 https://t.co/fVexfaExCC - Investing visuals
tweet

Dimitry Nakhla | Babylon Capital®
Booking Holdings $BKNG Q3 2025 Report 🗓️

✅ REV: $9.01B (+9% YoY)
✅ EPS: $99.50 (+19% YoY)

💵 Gross Bookings $49.7B, +14% YoY https://t.co/wM3nhtVdMT
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Investing visuals
The five layers of AI and those best positioned to benefit:

1 - Application: $PLTR, $NOW, $CRM, $NET, $CRWD, $TEM, $SHOP, $TSLA

2- Models: $MSFT, $GOOGL, $AMZN, $META, $BABA, $NVDA

3 - Infrastructure: $NBIS, $IREN, $CRWV, $ORCL, $ALAB, $ANET & hyperscalers

4 - GPU: $NVDA, $AMD, $INTC, $TSM, $AVGO, $ARM, $ASML

5 - Energy: $OKLO, $EOSE, $CEG, $NXT, $LEU, $SEI

This is my personal take on who I believe is best positioned. Any names you’d add or remove?
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