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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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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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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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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Wasteland Capital
$MU now +205% YTD https://t.co/6icP8s9Whl
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Fiscal.ai
Top 5 worst performing stocks in the S&P 500 year-to-date:

1. Fiserv: -69.4%
2. The Trade Desk: -63.9%
3. Deckers: -60.5%
4. Lululemon: -56.5%
5. Gartner: -53.2%

$FI $TTD $DECK $LULU $IT https://t.co/BvlbEprF7L
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AkhenOsiris
Dec. 3rd, 2025 NYT DealBook Summit

Mainstage Interview with Andrew Ross Sorkin:

Dario Amodei
C.E.O. and Co-Founder of Anthropic
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Fiscal.ai
MercadoLibre CEO, Marcos Galperin:

"MercadoLibre is the only public company in the world (out of +83,000 public companies) to grow more than 22 consecutive quarters in a row at a yearly rate greater than 30%. Currently 27 consecutive quarters."

$MELI https://t.co/6wb7t5ZXUb
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