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Dimitry Nakhla | Babylon Capital®
Potentially bullish implications for $FICO
1️⃣ 50-year mortgage proposal likely lowers monthly payment burdens for borrowers. That could stimulate higher mortgage origination volume
2️⃣ With longer-term loans, lenders and servicers may demand more robust risk-monitoring & predictive analytics because longer tenor = greater exposure to future credit/interest-rate risk. That creates opportunity for $FICO advanced analytics, monitoring and model-licensing business lines
3️⃣ Expansion of the borrower base — if 50-year loans make housing accessible to more households, $FICO benefits from new credit users entering the system. This is a market-expansion effect, not just higher transaction volume among existing borrower
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Potentially bullish implications for $FICO
1️⃣ 50-year mortgage proposal likely lowers monthly payment burdens for borrowers. That could stimulate higher mortgage origination volume
2️⃣ With longer-term loans, lenders and servicers may demand more robust risk-monitoring & predictive analytics because longer tenor = greater exposure to future credit/interest-rate risk. That creates opportunity for $FICO advanced analytics, monitoring and model-licensing business lines
3️⃣ Expansion of the borrower base — if 50-year loans make housing accessible to more households, $FICO benefits from new credit users entering the system. This is a market-expansion effect, not just higher transaction volume among existing borrower
Donald J. Trump Truth Social Post 02:10 PM EST 11/08/25 tweet
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Fiscal.ai
Uber v. Lyft v. DoorDash
Not only is Uber the largest ride sharing marketplace, but they're also growing trips the quickest.
$UBER +22%
$LYFT +21%
$DASH +15% https://t.co/tvTR6TharM
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Uber v. Lyft v. DoorDash
Not only is Uber the largest ride sharing marketplace, but they're also growing trips the quickest.
$UBER +22%
$LYFT +21%
$DASH +15% https://t.co/tvTR6TharM
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Dimitry Nakhla | Babylon Capital®
At ~20x NTM earnings $META is back to valuation levels seen around “Liberation Day,” offering a compelling risk/reward relative to its long-term growth potential
$META is down roughly -21% from its highs https://t.co/r13JeQW3q1
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At ~20x NTM earnings $META is back to valuation levels seen around “Liberation Day,” offering a compelling risk/reward relative to its long-term growth potential
$META is down roughly -21% from its highs https://t.co/r13JeQW3q1
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Fiscal.ai
Airbnb changed the travel industry forever.
In 2017, Airbnb generated less revenue than Marriott, Hilton, and Hyatt.
Today, Airbnb generates nearly as much as all 3 of them combined.
$ABNB $MAR $HLT $H https://t.co/1zJDqEeEMO
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Airbnb changed the travel industry forever.
In 2017, Airbnb generated less revenue than Marriott, Hilton, and Hyatt.
Today, Airbnb generates nearly as much as all 3 of them combined.
$ABNB $MAR $HLT $H https://t.co/1zJDqEeEMO
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Fiscal.ai
RT @StockMKTNewz: Robinhood $HOOD users now have $332.7 Billion worth of assets held on Robinhood up from $44.4B in the same quarter in 2020 https://t.co/c4Go461QIM
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RT @StockMKTNewz: Robinhood $HOOD users now have $332.7 Billion worth of assets held on Robinhood up from $44.4B in the same quarter in 2020 https://t.co/c4Go461QIM
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Fiscal.ai
Sweetgreen is currently valued at $4.36 million per restaurant.
Last year, they were valued at $21.9 million per restaurant.
Tough year for the fast-casual restaurant chain.
$SG https://t.co/t0BD2NB9Th
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Sweetgreen is currently valued at $4.36 million per restaurant.
Last year, they were valued at $21.9 million per restaurant.
Tough year for the fast-casual restaurant chain.
$SG https://t.co/t0BD2NB9Th
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