Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “Quality (closed at 20-year lows with unprofitable tech +25% in 10 sessions and high SI names on pace for their best month of the year)” — post from @JaredKubin
Paired with chart below, this creates a compelling dynamic—likely a great time to seek value in quality compounders
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RT @DimitryNakhla: “Quality (closed at 20-year lows with unprofitable tech +25% in 10 sessions and high SI names on pace for their best month of the year)” — post from @JaredKubin
Paired with chart below, this creates a compelling dynamic—likely a great time to seek value in quality compounders
Mega Cap Tech Stocks are underperforming Non-Profitable Tech Stocks by the largest margin since 2023 🚨🚨 https://t.co/x9QCoAhuLN tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
Cintas is now down -20% from its highs
My price target for $CTAS is $150💵, implying -17% further downside—a total -34% decline from its highs
Even after the current drop, margin of safety remains minimal: $CTAS trades 35x forward EPS with 11%–13% EPS CAGR potential, versus 23x–32x multiples from 2016–2024 while growing EPS at ~18% CAGR
I expect continued multiple compression toward 30x
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Cintas is now down -20% from its highs
My price target for $CTAS is $150💵, implying -17% further downside—a total -34% decline from its highs
Even after the current drop, margin of safety remains minimal: $CTAS trades 35x forward EPS with 11%–13% EPS CAGR potential, versus 23x–32x multiples from 2016–2024 while growing EPS at ~18% CAGR
I expect continued multiple compression toward 30x
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Offshore
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App Economy Insights
$AMZN AWS and OpenAI just inked a $38B deal.
OpenAI gets access to hundreds of thousands of $NVDA GPUs, with the option to scale to tens of millions of CPUs for agentic workloads.
The 7-year agreement implies ~$5B/year of additional AWS revenue.
📊 AWS Trailing-12-months. 👇 https://t.co/E1r9NfAIsi
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$AMZN AWS and OpenAI just inked a $38B deal.
OpenAI gets access to hundreds of thousands of $NVDA GPUs, with the option to scale to tens of millions of CPUs for agentic workloads.
The 7-year agreement implies ~$5B/year of additional AWS revenue.
📊 AWS Trailing-12-months. 👇 https://t.co/E1r9NfAIsi
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AkhenOsiris
https://t.co/2woR7AcJIs
Software Engineering Jobs have been resilient in 2025:
While there’s been a lot of talk about AI replacing software engineers, the data has suggested the opposite: the # of software engineering jobs have not changed much since last year.
Most engineering roles are either growing or hovering near the benchmark. This is happening in a year where GitHub Copilot, OpenAI Codex, Claude Code, and a dozen other AI coding assistants are supposedly making human programmers obsolete.
The obvious explanation is that AI tools are making engineers more productive, not redundant. When you give a developer Copilot, they don’t become unnecessary – they ship features faster, tackle more complex problems, and spend less time on boilerplate code.
One interesting data point is that frontend engineering jobs have declined the most out of any software engineering job. I can’t help but wonder if it’s because of the influx of vibe coding tools like Replit, Lovable and https://t.co/5RJ3NjnuFR that have made it super easy to create a front-end for a website or app. I doubt AI is getting rid of sophisticated frontend work (like building a frontend app like Figma), but perhaps it’s having an impact on the less complicated work.
Still, despite all the hype about how AI coding tools will replace software engineers, software engineering is still one of the most secure jobs you can have today, relative to most other white-collar jobs.
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https://t.co/2woR7AcJIs
Software Engineering Jobs have been resilient in 2025:
While there’s been a lot of talk about AI replacing software engineers, the data has suggested the opposite: the # of software engineering jobs have not changed much since last year.
Most engineering roles are either growing or hovering near the benchmark. This is happening in a year where GitHub Copilot, OpenAI Codex, Claude Code, and a dozen other AI coding assistants are supposedly making human programmers obsolete.
The obvious explanation is that AI tools are making engineers more productive, not redundant. When you give a developer Copilot, they don’t become unnecessary – they ship features faster, tackle more complex problems, and spend less time on boilerplate code.
One interesting data point is that frontend engineering jobs have declined the most out of any software engineering job. I can’t help but wonder if it’s because of the influx of vibe coding tools like Replit, Lovable and https://t.co/5RJ3NjnuFR that have made it super easy to create a front-end for a website or app. I doubt AI is getting rid of sophisticated frontend work (like building a frontend app like Figma), but perhaps it’s having an impact on the less complicated work.
Still, despite all the hype about how AI coding tools will replace software engineers, software engineering is still one of the most secure jobs you can have today, relative to most other white-collar jobs.
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Offshore
Video
Andrew Sather
RT @IFB_podcast: The "Non-Cyclical" Commodity Secret?
Most commodities like copper are volatile. But aggregates (concrete materials) offer rare organic growth.
Why? Fixed supply of quarries + tough government permits = long-term pricing power. That was my lightbulb moment! https://t.co/DpU0ybDWoD
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RT @IFB_podcast: The "Non-Cyclical" Commodity Secret?
Most commodities like copper are volatile. But aggregates (concrete materials) offer rare organic growth.
Why? Fixed supply of quarries + tough government permits = long-term pricing power. That was my lightbulb moment! https://t.co/DpU0ybDWoD
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Offshore
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App Economy Insights
$PLTR Palantir Q3 FY25:
• Net dollar retention 134% (+16pp Y/Y).
• Revenue +63% Y/Y to $1.18B ($90M beat).
• Non-GAAP EPS $0.21 ($0.04 beat).
FY25 guidance:
• Revenue +53% Y/Y to $4.4B ($252M raise).
• Adjusted margin 49% (3pp raise). https://t.co/7g0Q3rFHZi
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$PLTR Palantir Q3 FY25:
• Net dollar retention 134% (+16pp Y/Y).
• Revenue +63% Y/Y to $1.18B ($90M beat).
• Non-GAAP EPS $0.21 ($0.04 beat).
FY25 guidance:
• Revenue +53% Y/Y to $4.4B ($252M raise).
• Adjusted margin 49% (3pp raise). https://t.co/7g0Q3rFHZi
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Offshore
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App Economy Insights
$PLTR Palantir's US commercial revenue just hit $397M in Q3 (+121% Y/Y).
Growth has been insane in the past year. https://t.co/Tg1oEXuEdK
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$PLTR Palantir's US commercial revenue just hit $397M in Q3 (+121% Y/Y).
Growth has been insane in the past year. https://t.co/Tg1oEXuEdK
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Offshore
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Quiver Quantitative
BREAKING: Michael Burry just filed a portfolio update.
He entered massive options positions betting against Nvidia and Palantir.
He bought call options betting on Halliburton and Pfizer.
Full portfolio up on Quiver. https://t.co/gImnU9dYYL
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BREAKING: Michael Burry just filed a portfolio update.
He entered massive options positions betting against Nvidia and Palantir.
He bought call options betting on Halliburton and Pfizer.
Full portfolio up on Quiver. https://t.co/gImnU9dYYL
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Offshore
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Dimitry Nakhla | Babylon Capital®
Michael Burry 13F as of Q3 2025
Shorts: $PLTR $NVDA
Longs: $PFE $HAL $MOH $LULU
Source: WhaleWisdom https://t.co/QIrU23qMeJ
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Michael Burry 13F as of Q3 2025
Shorts: $PLTR $NVDA
Longs: $PFE $HAL $MOH $LULU
Source: WhaleWisdom https://t.co/QIrU23qMeJ
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Offshore
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Quiver Quantitative
JUST IN: Several Polymarket traders just placed massive bets on Andrew Cuomo over Zohran Mamdani.
Are they delusional or do they know something? https://t.co/vDHAcrutlq
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JUST IN: Several Polymarket traders just placed massive bets on Andrew Cuomo over Zohran Mamdani.
Are they delusional or do they know something? https://t.co/vDHAcrutlq
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