Offshore
Photo
Fiscal.ai
$4B to $110B in operating income in less than 3 years.
Absolutely outrageous growth.
$NVDA https://t.co/LbkHhnBylj
tweet
$4B to $110B in operating income in less than 3 years.
Absolutely outrageous growth.
$NVDA https://t.co/LbkHhnBylj
tweet
Offshore
Photo
Fiscal.ai
RT @StockMKTNewz: Nvidia's $NVDA Data Center Business is now a $204.8 Billion annual run rate segment up from a $4B ARR segment in 2020 https://t.co/EoLokfbb7n
tweet
RT @StockMKTNewz: Nvidia's $NVDA Data Center Business is now a $204.8 Billion annual run rate segment up from a $4B ARR segment in 2020 https://t.co/EoLokfbb7n
tweet
Offshore
Photo
Fiscal.ai
Nvidia v. AMD
Nvidia's Data Center business is now 11x larger than AMD's...
And it's growing 3x faster ๐คฏ
$NVDA $AMD https://t.co/E9YPc26E4E
tweet
Nvidia v. AMD
Nvidia's Data Center business is now 11x larger than AMD's...
And it's growing 3x faster ๐คฏ
$NVDA $AMD https://t.co/E9YPc26E4E
tweet
Offshore
Photo
Fiscal.ai
This is what happens when you're the fastest fundamental data provider in the world. โก๏ธโก๏ธ
Soooo many Fiscal AI charts after earnings! https://t.co/TGliCIfcvB
tweet
This is what happens when you're the fastest fundamental data provider in the world. โก๏ธโก๏ธ
Soooo many Fiscal AI charts after earnings! https://t.co/TGliCIfcvB
is @fiscal_ai the only platform in the world that already has all of Nvidia's financials? https://t.co/1pRpElwgXn tweet
Offshore
Photo
Fiscal.ai
Nvidia CFO:
"On our balance sheet, inventory grew 32% QoQ while supply commitments increased 63% sequentially. We are preparing for significant growth ahead"
$NVDA https://t.co/oXLBgXPTII
tweet
Nvidia CFO:
"On our balance sheet, inventory grew 32% QoQ while supply commitments increased 63% sequentially. We are preparing for significant growth ahead"
$NVDA https://t.co/oXLBgXPTII
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capitalยฎ
RT @TheShortBear: $GOOGL first to $5T market cap?
Gemini 3 just dropped and I believe it opened the path for Google to become the most valuable company in the world.
The biggest factor of the release was seeing that Gemini 3 success wasn't based on NVDA chips but on their own TPUs.
Google's development of the Tensor Processing Unit (TPU) is the strategic, long-term weapon designed to dismantle the current, high-cost dominance of general-purpose GPUs and position GOOGL as the indispensable, cost-advantaged infrastructure layer for the global AI revolution.
The core of this thesis is a calculated power play:
Shifting the economic center of gravity from $NVDA high-margin, general-purpose silicon to specialized, high-efficiency, proprietary ASICs.
The $GOOGL Full-Stack Advantage: Cost-Control and Commercialization, as per an ex employee:
The Superior Unit Economics of Inference
The world is shifting from costly AI model training to massive, repetitive, and daily inference (running the models across billions of user queries in Search, Ads, and Gemini).
TPUs, which are purpose-built for the tensor operations that define AI, offer significantly better performance per dollar and energy efficiency, a key metric for a hyperscaler.
For internal use (Gemini, Search, etc.), this drives down $GOOGL's largest and fastest-growing CapEx cost, translating directly into higher operating margins for the Google Services and Cloud segments.
A Commercial Challenge to the Ecosystem
The plan is to move beyond the Google Cloud "walled garden" and begin selling TPU capacity externally to other hosters, essentially following the $NVDA playbook. This means the TPU, currently the "closest alternative" to an $NVDA GPU, will be introduced as a viable competitor.
The recent deal with Anthropic to use up to one million TPUs confirms the enterprise-level maturity and ambition of this strategy, driven by the TPU's compelling cost-performance ratio.
While $NVDA's developer ecosystem (CUDA) remains a strong lock-in, the generational improvements in TPUs are reportedly significantly larger than the jumps seen in new GPUs.
Thesis: Consolidating AI Money
Monetization Synergy
$GOOGL's revenue is currently divided into Ad Money, Cloud Money, and AI Money.
By controlling the underlying hardware (TPU) that powers all three segments, $GOOGL effectively consolidates the "AI Money" flowing into its system, turning its own immense AI compute consumption from a cost center into a proprietary competitive moat.
$GOOGL can price its cloud AI services more aggressively because its internal cost of goods sold (COGS) for compute is lower than rivals reliant on third-party silicon.
This competitive wedge accelerates Google Cloud's growth and, critically, expands its operating margin, providing structural long-term leverage.
RESULT
Google ends up taking a large chunk of AWS, Azure and NVDA earnings as an all in one platform to develop, train and host the next generation of AI.
Google cloud will become the place to run it all.
On top, the new release of Gemini makes sure they win the Browser market which will run on the superior models.
All of this will be done at a lower cost then the competition, both through the lower cost AI itself but also through the own manufactured TPU and infrastructure.
GOOGL becomes the absolute kind, both for retail as a consumer product but also on the backend where everyone will be building. All of this coming at a massive advantage to Search.
Unreal turn of events after 1-1.5years of doubt by the street. GOOGL kept on telling us that their efforts in AI were strong and rooted in investments made a decade ago...
The market doubted them but it will likely make them the first 5T company.
Perhaps that is what Berkshire saw.
tweet
RT @TheShortBear: $GOOGL first to $5T market cap?
Gemini 3 just dropped and I believe it opened the path for Google to become the most valuable company in the world.
The biggest factor of the release was seeing that Gemini 3 success wasn't based on NVDA chips but on their own TPUs.
Google's development of the Tensor Processing Unit (TPU) is the strategic, long-term weapon designed to dismantle the current, high-cost dominance of general-purpose GPUs and position GOOGL as the indispensable, cost-advantaged infrastructure layer for the global AI revolution.
The core of this thesis is a calculated power play:
Shifting the economic center of gravity from $NVDA high-margin, general-purpose silicon to specialized, high-efficiency, proprietary ASICs.
The $GOOGL Full-Stack Advantage: Cost-Control and Commercialization, as per an ex employee:
The Superior Unit Economics of Inference
The world is shifting from costly AI model training to massive, repetitive, and daily inference (running the models across billions of user queries in Search, Ads, and Gemini).
TPUs, which are purpose-built for the tensor operations that define AI, offer significantly better performance per dollar and energy efficiency, a key metric for a hyperscaler.
For internal use (Gemini, Search, etc.), this drives down $GOOGL's largest and fastest-growing CapEx cost, translating directly into higher operating margins for the Google Services and Cloud segments.
A Commercial Challenge to the Ecosystem
The plan is to move beyond the Google Cloud "walled garden" and begin selling TPU capacity externally to other hosters, essentially following the $NVDA playbook. This means the TPU, currently the "closest alternative" to an $NVDA GPU, will be introduced as a viable competitor.
The recent deal with Anthropic to use up to one million TPUs confirms the enterprise-level maturity and ambition of this strategy, driven by the TPU's compelling cost-performance ratio.
While $NVDA's developer ecosystem (CUDA) remains a strong lock-in, the generational improvements in TPUs are reportedly significantly larger than the jumps seen in new GPUs.
Thesis: Consolidating AI Money
Monetization Synergy
$GOOGL's revenue is currently divided into Ad Money, Cloud Money, and AI Money.
By controlling the underlying hardware (TPU) that powers all three segments, $GOOGL effectively consolidates the "AI Money" flowing into its system, turning its own immense AI compute consumption from a cost center into a proprietary competitive moat.
$GOOGL can price its cloud AI services more aggressively because its internal cost of goods sold (COGS) for compute is lower than rivals reliant on third-party silicon.
This competitive wedge accelerates Google Cloud's growth and, critically, expands its operating margin, providing structural long-term leverage.
RESULT
Google ends up taking a large chunk of AWS, Azure and NVDA earnings as an all in one platform to develop, train and host the next generation of AI.
Google cloud will become the place to run it all.
On top, the new release of Gemini makes sure they win the Browser market which will run on the superior models.
All of this will be done at a lower cost then the competition, both through the lower cost AI itself but also through the own manufactured TPU and infrastructure.
GOOGL becomes the absolute kind, both for retail as a consumer product but also on the backend where everyone will be building. All of this coming at a massive advantage to Search.
Unreal turn of events after 1-1.5years of doubt by the street. GOOGL kept on telling us that their efforts in AI were strong and rooted in investments made a decade ago...
The market doubted them but it will likely make them the first 5T company.
Perhaps that is what Berkshire saw.
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capitalยฎ
In less than 5 months, $GOOG has surged from $181 to $300, a +65% gain๐
Shows how powerful sentiment can be
A business with $GOOG moat, growth profile, & AI potential should not have been priced under 20x
Today, $GOOG appears fairly valued https://t.co/WsFxnGCLgv
A quality valuation analysis on $GOOG ๐ง๐ฝโโ๏ธ
โขNTM P/E Ratio: 19.32x
โข10-Year Mean: 23.69x
โขNTM FCF Yield: 3.79%
โข10-Year Mean: 4.18%
As you can see, $GOOG appears to be trading below fair value
Going forward, investors can receive ~18% MORE in earnings per share & ~9% LESS in FCF per share ๐ง ***
Before we get into valuation, letโs take a look at why $GOOG is a great business
BALANCE SHEETโ
โขCash & Short-Term Inv: $95.33B
โขLong-Term Debt: $10.89B
$GOOG has a strong balance sheet, an AA+ S&P Credit Rating & 467x FFO Interest Coverage
RETURN ON CAPITALโ
โข2020: 16.2%
โข2021: 27.6%
โข2022: 26.1%
โข2023: 26.9%
โข2024: 32.3%
โขLTM: 31.9%
RETURN ON EQUITYโ
โข2020: 19.0%
โข2021: 32.1%
โข2022: 23.6%
โข2023: 27.4%
โข2024: 32.9%
โขLTM: 34.8%
$GOOG has strong return metrics, highlighting the financial efficiency of the business
REVENUESโ
โข2014: $66.00B
โข2024: $350.02B
โขCAGR: 18.16%
FREE CASH FLOWโ
โข2014: $12.01B
โข2024: $72.76B
โขCAGR: 19.73%
NORMALIZED EPSโ
โข2014: $1.28
โข2024: $8.04
โขCAGR: 20.17%
SHARE BUYBACKSโ
โข2018 Shares Outstanding: 14.07B
โขLTM Shares Outstanding: 12.39B
By reducing its shares outstanding ~12%, $GOOG increased its EPS by ~13.6% (assuming 0 growth)
MARGINSโ
โขLTM Gross Margins: 58.2%
โขLTM Operating Margins: 33.2%
โขLTM Net Income Margins: 30.9%
***NOW TO VALUATION ๐ง
As stated above, investors can expect to receive ~18% MORE in EPS & ~9% LESS in FCF per share
Using Benjamin Grahamโs 2G rule of thumb, $GOOG has to grow earnings at a 9.66% CAGR over the next several years to justify its valuation
Today, analysts anticipate 2025 - 2028 EPS growth over the next few years to be more than the (9.66%) required growth rate:
2025E: $9.61 (19.5% YoY) *FY Dec
2026E: $10.21 (6.3% YoY)
2027E: $11.55 (13.1% YoY)
2028E: $13.57 (17.4% YoY)
$GOOG has an excellent track record of meeting analyst estimates ~2 years out, but letโs assume $GOOG ends 2028 with $13.57 in EPS & see its CAGR potential assuming different multiples
23x P/E: $312.11๐ต โฆ ~17.4% CAGR
22x P/E: $298.54๐ต โฆ ~15.9% CAGR
21x P/E: $284.97๐ต โฆ ~14.5% CAGR
20x P/E: $271.40๐ต โฆ ~12.8% CAGR
19x P/E: $257.83๐ต โฆ ~11.2% CAGR
As you can see, $GOOG appears to have attractive return potential IF we assume >20x earnings (a multiple below its 5-year & 10-year mean while assuming a lower 2028E)
At >22x, $GOOG has aggressive CAGR potential & itโs not unreasonable for the business to even trade for ~23x (given its growth rate, moat, balance sheet, & exemplary capital allocation)
Today at $181๐ต $GOOG appears to be a strong consideration for investment
Between cloud โ๏ธ , AI ๐ค , quantum computing โ๏ธ, $GOOG has a strong growth runway ahead, with the potential for continued margin expansion serving as an additional tailwind
$GOOGL
___
๐๐๐๐๐๐๐๐๐๐โผ๏ธ: ๐๐ก๐ข๐ฌ ๐ข๐ฌ ๐๐๐ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ฏ๐ข๐๐. ๐๐๐๐ฒ๐ฅ๐จ๐ง ๐๐๐ฉ๐ข๐ญ๐๐ฅยฎ ๐๐ง๐ ๐ข๐ญ๐ฌ ๐ซ๐๐ฉ๐ซ๐๐ฌ๐๐ง๐ญ๐๐ญ๐ข๐ฏ๐๐ฌ ๐ฆ๐๐ฒ ๐ก๐๐ฏ๐ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ ๐ข๐ง ๐ญ๐ก๐ ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ข๐๐ฌ ๐๐ข๐ฌ๐๐ฎ๐ฌ๐ฌ๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ.
๐๐ก๐ ๐ข๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ข๐ฌ ๐ข๐ง๐ญ๐๐ง๐๐๐ ๐๐จ๐ซ ๐ข๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐ฉ๐ฎ๐ซ๐ฉ๐จ๐ฌ๐๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐๐ง๐ ๐ฌ๐ก๐จ๐ฎ๐ฅ๐ ๐ง๐จ๐ญ ๐๐ ๐๐จ๐ง๐ฌ๐ญ๐ซ๐ฎ๐๐ ๐๐ฌ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ฏ๐ข๐๐ ๐ญ๐จ ๐ฆ๐๐๐ญ ๐ญ๐ก๐ ๐ฌ๐ฉ๐๐๐ข๐๐ข๐ ๐ง๐๐๐๐ฌ ๐จ๐ ๐๐ง๐ฒ ๐ข๐ง๐๐ข๐ฏ๐ข๐๐ฎ๐๐ฅ ๐จ๐ซ ๐ฌ๐ข๐ญ๐ฎ๐๐ญ๐ข๐จ๐ง. ๐๐๐ฌ๐ญ ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ๐๐ง๐๐ ๐ข๐ฌ ๐ง๐จ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐ ๐จ๐ ๐๐ฎ๐ญ๐ฎ๐ซ๐ ๐ซ๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.
๐๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐[...]
In less than 5 months, $GOOG has surged from $181 to $300, a +65% gain๐
Shows how powerful sentiment can be
A business with $GOOG moat, growth profile, & AI potential should not have been priced under 20x
Today, $GOOG appears fairly valued https://t.co/WsFxnGCLgv
A quality valuation analysis on $GOOG ๐ง๐ฝโโ๏ธ
โขNTM P/E Ratio: 19.32x
โข10-Year Mean: 23.69x
โขNTM FCF Yield: 3.79%
โข10-Year Mean: 4.18%
As you can see, $GOOG appears to be trading below fair value
Going forward, investors can receive ~18% MORE in earnings per share & ~9% LESS in FCF per share ๐ง ***
Before we get into valuation, letโs take a look at why $GOOG is a great business
BALANCE SHEETโ
โขCash & Short-Term Inv: $95.33B
โขLong-Term Debt: $10.89B
$GOOG has a strong balance sheet, an AA+ S&P Credit Rating & 467x FFO Interest Coverage
RETURN ON CAPITALโ
โข2020: 16.2%
โข2021: 27.6%
โข2022: 26.1%
โข2023: 26.9%
โข2024: 32.3%
โขLTM: 31.9%
RETURN ON EQUITYโ
โข2020: 19.0%
โข2021: 32.1%
โข2022: 23.6%
โข2023: 27.4%
โข2024: 32.9%
โขLTM: 34.8%
$GOOG has strong return metrics, highlighting the financial efficiency of the business
REVENUESโ
โข2014: $66.00B
โข2024: $350.02B
โขCAGR: 18.16%
FREE CASH FLOWโ
โข2014: $12.01B
โข2024: $72.76B
โขCAGR: 19.73%
NORMALIZED EPSโ
โข2014: $1.28
โข2024: $8.04
โขCAGR: 20.17%
SHARE BUYBACKSโ
โข2018 Shares Outstanding: 14.07B
โขLTM Shares Outstanding: 12.39B
By reducing its shares outstanding ~12%, $GOOG increased its EPS by ~13.6% (assuming 0 growth)
MARGINSโ
โขLTM Gross Margins: 58.2%
โขLTM Operating Margins: 33.2%
โขLTM Net Income Margins: 30.9%
***NOW TO VALUATION ๐ง
As stated above, investors can expect to receive ~18% MORE in EPS & ~9% LESS in FCF per share
Using Benjamin Grahamโs 2G rule of thumb, $GOOG has to grow earnings at a 9.66% CAGR over the next several years to justify its valuation
Today, analysts anticipate 2025 - 2028 EPS growth over the next few years to be more than the (9.66%) required growth rate:
2025E: $9.61 (19.5% YoY) *FY Dec
2026E: $10.21 (6.3% YoY)
2027E: $11.55 (13.1% YoY)
2028E: $13.57 (17.4% YoY)
$GOOG has an excellent track record of meeting analyst estimates ~2 years out, but letโs assume $GOOG ends 2028 with $13.57 in EPS & see its CAGR potential assuming different multiples
23x P/E: $312.11๐ต โฆ ~17.4% CAGR
22x P/E: $298.54๐ต โฆ ~15.9% CAGR
21x P/E: $284.97๐ต โฆ ~14.5% CAGR
20x P/E: $271.40๐ต โฆ ~12.8% CAGR
19x P/E: $257.83๐ต โฆ ~11.2% CAGR
As you can see, $GOOG appears to have attractive return potential IF we assume >20x earnings (a multiple below its 5-year & 10-year mean while assuming a lower 2028E)
At >22x, $GOOG has aggressive CAGR potential & itโs not unreasonable for the business to even trade for ~23x (given its growth rate, moat, balance sheet, & exemplary capital allocation)
Today at $181๐ต $GOOG appears to be a strong consideration for investment
Between cloud โ๏ธ , AI ๐ค , quantum computing โ๏ธ, $GOOG has a strong growth runway ahead, with the potential for continued margin expansion serving as an additional tailwind
$GOOGL
___
๐๐๐๐๐๐๐๐๐๐โผ๏ธ: ๐๐ก๐ข๐ฌ ๐ข๐ฌ ๐๐๐ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ฏ๐ข๐๐. ๐๐๐๐ฒ๐ฅ๐จ๐ง ๐๐๐ฉ๐ข๐ญ๐๐ฅยฎ ๐๐ง๐ ๐ข๐ญ๐ฌ ๐ซ๐๐ฉ๐ซ๐๐ฌ๐๐ง๐ญ๐๐ญ๐ข๐ฏ๐๐ฌ ๐ฆ๐๐ฒ ๐ก๐๐ฏ๐ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ ๐ข๐ง ๐ญ๐ก๐ ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ข๐๐ฌ ๐๐ข๐ฌ๐๐ฎ๐ฌ๐ฌ๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ.
๐๐ก๐ ๐ข๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ข๐ฌ ๐ข๐ง๐ญ๐๐ง๐๐๐ ๐๐จ๐ซ ๐ข๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐ฉ๐ฎ๐ซ๐ฉ๐จ๐ฌ๐๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐๐ง๐ ๐ฌ๐ก๐จ๐ฎ๐ฅ๐ ๐ง๐จ๐ญ ๐๐ ๐๐จ๐ง๐ฌ๐ญ๐ซ๐ฎ๐๐ ๐๐ฌ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ฏ๐ข๐๐ ๐ญ๐จ ๐ฆ๐๐๐ญ ๐ญ๐ก๐ ๐ฌ๐ฉ๐๐๐ข๐๐ข๐ ๐ง๐๐๐๐ฌ ๐จ๐ ๐๐ง๐ฒ ๐ข๐ง๐๐ข๐ฏ๐ข๐๐ฎ๐๐ฅ ๐จ๐ซ ๐ฌ๐ข๐ญ๐ฎ๐๐ญ๐ข๐จ๐ง. ๐๐๐ฌ๐ญ ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ๐๐ง๐๐ ๐ข๐ฌ ๐ง๐จ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐ ๐จ๐ ๐๐ฎ๐ญ๐ฎ๐ซ๐ ๐ซ๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.
๐๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐[...]
Offshore
Dimitry Nakhla | Babylon Capitalยฎ In less than 5 months, $GOOG has surged from $181 to $300, a +65% gain๐ Shows how powerful sentiment can be A business with $GOOG moat, growth profile, & AI potential should not have been priced under 20x Today, $GOOG appearsโฆ
๐ซ๐๐ฅ๐ข๐๐๐ฅ๐, ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ. - Dimitry Nakhla | Babylon Capitalยฎ tweet