Dimitry Nakhla | Babylon Capital®
MercadoLibre $MELI Q3 2025 Report 🗓️

✅ REV: $7.41B (+39% YoY)
❌ EPS: $8.32 (+6% YoY)

💰 TPV $71.2B (+41% YoY)
💵 GMV $16.5B (+28% YoY) https://t.co/cwMtpFfsTa

10. MercadoLibre $MELI (Wed PM)

🗓️ REV Est: $7.21B (+35%)
🗓️ EPS Est: $9.37 (+20%)

💵 NTM P/E: 44x
💵 NTM FCF Yield: 5.87% https://t.co/Cpydu1CeWh - Dimitry Nakhla | Babylon Capital®
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App Economy Insights
$META Meta's operating profit visualized https://t.co/vjIBctznZI
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Clark Square Capital
RT @ClarkSquareCap: Idea thread #1!

What's your favorite Japanese stock? (Any market cap/style).

Add a sentence explaining why you like it + valuation.

As usual, I will compile the responses and share them with everyone.

Please retweet for visibility. Thx in advance! 🙏
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Clark Square Capital
RT @ClarkSquareCap: Idea thread #2!

What's your favorite special situation? (Spin/m&a/etc any market cap).

Add a sentence explaining why you like it + valuation.

I will compile the responses and share them with everyone.

Please retweet for visibility. Thx in advance! 🙏
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App Economy Insights
$META Meta Q3 FY25:

👨‍👩‍👧‍👦 Daily active people +8% Y/Y to 3.54B.
👀 Ad impressions +14% Y/Y.

• Revenue +26% Y/Y to $51.2B ($1.8B beat).
• EPS $1.05 ($5.66 miss).
• Taxes include $15.9B one-off adjustment.
• FY25 Capex $70-72B (prev. $66-72B). https://t.co/WrlsEuIHbn
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Investing visuals
Hyperscaler CapEx remains sky-high:

• $GOOGL: FY $91–93B (vs $85B est)
• $MSFT: Q1 $34.9B (vs $30B est)
• $META: Expects higher CapEx in 2026

Bullish for $NBIS, $IREN, $CRWV, $ORCL, $ALAB, $ANET among others

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 - Investing visuals
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Clark Square Capital
Peapod Lane specializes in buying net-nets and has returned ~22% annually over the past five years. Impressive. Who says value investing is dead? https://t.co/xl2jK8cszN
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Dimitry Nakhla | Babylon Capital®
RT @ecommerceshares: $GOOG MORE ACCELERATION! Revenue +16% to $102bn, up from +14% last Q. ☁️ Cloud+34%. WOW! 🤩 YouTube +15%. Search +15% (Sunder f*cked the “search is dead” haters!). EPS +35%. Op Margins UP on last Q. Capex fine. Gemini 650m monthly actives!!

The king of full-stack AI. 🥂 👑 https://t.co/Wx0UilYSQN
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App Economy Insights
Is this Google's NVIDIA moment?

Let's break it down:

📈 $100B+ revenue.
☁️ Cloud's $155B Backlog.
🤖 The Anthropic TPU Megadeal.
☢️ Going nuclear for the AI buildout.
🔎 Why Search revenue is accelerating.
https://t.co/1BjweFXIlY
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