Hidden Value Gems
Capital intensive is good now. I hear more comments that ‘the market wants to see more investmens by the Big Tech’.

Tells you about the state of the markets today.

Enjoy the rally until it lasts 🙃
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Hidden Value Gems
Someone on CNBC said today they like cement companies because they benefit from AI 😄
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App Economy Insights
☁️ Cloud Growth Showdown

$MSFT, $GOOG, and $AMZN report next.

Q2 cloud growth:
🔵 Azure: +39% Y/Y (constant currency).
🔴 Google Cloud: +32% Y/Y.
🟠 AWS: +17% Y/Y.

Who will surprise in Q3? https://t.co/t2B6H34elR
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Investing visuals
JUST IN🚨

Federal Reserve cuts interest rates by 0.25% for second straight meeting.

The Fed also said it will stop shrinking its balance sheet on Dec. 1. https://t.co/fBV1WR2fka
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App Economy Insights
☁️ Google Cloud visualized. $GOOG https://t.co/5LXQnEvs93
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Investing visuals
🚨 $GOOGL posting a great Q3:

• Revenue $102.4B vs Est. $100.1B
• EPS $2.87 vs. Est. $2.26
• Google Cloud Sales $15.2B vs Est. $14.8B

Beats across the board. Congrats shareholders! https://t.co/sROn8ayPjz
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Investing visuals
🚨 $MSFT posting a very strong Q3:

• Revenue $77.7B vs Est. $75.4B
• EPS $3.72 vs Est. $3.66
• Cloud Sales $49.1B vs Est. $48.6B

Cloud is on fire🔥 https://t.co/asBt5GbZGw
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Dimitry Nakhla | Babylon Capital®
Google $GOOG $GOOGL Q3 2025 Report 🗓️

✅ REV: $103.35B (+15% YoY)
✅ EPS: $2.87 (+35% YoY)

☁️ GOOGLE CLOUD +34% YoY https://t.co/twBlLnSqEk

9. Google $GOOG $GOOGL (Wed PM)

🗓️ REV Est: $100.10B (+13%)
🗓️ EPS Est: $2.28 (+8%)

💵 NTM P/E: 26x
💵 NTM FCF Yield: 2.37% https://t.co/yEQnoGVqZL - Dimitry Nakhla | Babylon Capital®
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Dimitry Nakhla | Babylon Capital®
Google $GOOG $GOOGL Q3 2025 Report 🗓️

✅ REV: $103.35B (+16% YoY)
✅ EPS: $2.87 (+35% YoY)

☁️ GOOGLE CLOUD +34% YoY https://t.co/G0EGqYVhuB

9. Google $GOOG $GOOGL (Wed PM)

🗓️ REV Est: $100.10B (+13%)
🗓️ EPS Est: $2.28 (+8%)

💵 NTM P/E: 26x
💵 NTM FCF Yield: 2.37% https://t.co/yEQnoGVqZL - Dimitry Nakhla | Babylon Capital®
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