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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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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AkhenOsiris
$AMZN

Interesting fee increase here for Amazon SP-API...seems sizable (helps retail margin).

$1400 per year plus usage charges.

https://t.co/NTqWfYQtBJ
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Clark Square Capital
How much of the weakness in staples/restaurants is a weak consumer vs. excessive price-taking over the past couple of years?
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Clark Square Capital
If you are interested in Japanese stocks, be sure to follow @teddy_okuyama. He's one of the best accounts to cover Japan.
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App Economy Insights
Amazon just flipped the AI script.

Let’s break it down:

💰 Still capacity-constrained.
☁️ AWS reaccelerates to 20% Y/Y.
📢 $AMZN Ads now a $17B engine.

Now what to make of the OpenAI deal?👇
https://t.co/Z1MO4eeoJV
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App Economy Insights
$SPOT Spotify Q3 FY25:

• MAU +11% to 713M.
• Premium Subs +12% to 281M.
• Revenue +7% Y/Y to €4.3B (€40M beat).
• Operating margin (14%) (+2pp Y/Y).

Q4 FY25 Guidance:
• MAU +10% Y/Y to 745M.
• Revenue +6% Y/Y to €4.5B (6pp fx headwind). https://t.co/6XYxYSMKI0
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Quiver Quantitative
JUST IN: A Polymarket trader just bet $32K that Mikie Sherrill will lose the New Jersey governor election today.

They also bet $34K against Zohran Mamdani.

They could win up to $610K, but the odds are low. https://t.co/ElOJXBV0u0
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App Economy Insights
$UBER Uber Q3 FY25:

• Gross bookings +21% Y/Y to $49.7B.
• Revenue +20% Y/Y to $13.5B ($240M beat).
• Adj. EBITDA +33% Y/Y to $2.3B.

Q4 FY25 guidance:
• Gross bookings +19% Y/Y to ~$53B.
• Adj. EBITDA +31% to +36% Y/Y. https://t.co/DW9Q8IW2bW
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App Economy Insights
$SHOP over the last 5 years.

Revenue nearly quadrupled.

~30% growth. Every year.

That’s what durable growth looks like. https://t.co/WW4G3APQGn
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AkhenOsiris
$ORCL

Just $10 away from filling the massive gap now

$ORCL new lows since the massive earns gap up 👀 - AkhenOsiris
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AkhenOsiris
Late to the game $AMZN may have went with the right horse if Anthropic projections pan out.

AWS can also be a multi-yr mid 20s grower
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Quiver Quantitative
JUST IN: President Trump just said that Democrats are far more likely to win the midterms if the GOP doesn't get rid of the filibuster.

Republican Senators have been very hesitant to use this "nuclear option".
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