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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $BKNG rarely stays below an 18x earnings multiple for long 👀
$BKNG is expected to grow EPS at a 15%–18% CAGR from 2025 to 2028
That’s an attractive PEG 💵 https://t.co/3QPu0Ovj0s
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RT @DimitryNakhla: $BKNG rarely stays below an 18x earnings multiple for long 👀
$BKNG is expected to grow EPS at a 15%–18% CAGR from 2025 to 2028
That’s an attractive PEG 💵 https://t.co/3QPu0Ovj0s
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EndGame Macro
RT @DiMartinoBooth: Every household metric has round-tripped to pre-pandemic levels save government transfers. This is but one demonstration of @profplum99 analysis about families in the middle being structurally disadvantaged.
@SoberLook https://t.co/jNu03guZEH
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RT @DiMartinoBooth: Every household metric has round-tripped to pre-pandemic levels save government transfers. This is but one demonstration of @profplum99 analysis about families in the middle being structurally disadvantaged.
@SoberLook https://t.co/jNu03guZEH
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AkhenOsiris
OpenAI $GOOGL $AMZN $MSFT
OpenAI released new data Monday showing enterprise usage of its AI tools has surged dramatically over the past year, with ChatGPT message volume growing 8x since November 2024 and workers reporting they’re saving up to an hour daily. The findings arrive a week after CEO Sam Altman sent an internal “code red” memo about the competitive threat of Google.
The timing underscores OpenAI’s push to reframe its position as the enterprise AI leader, even as it faces mounting pressures. While close to 36% of U.S. businesses are ChatGPT Enterprise customers compared to 14.3% for Anthropic, per Ramp AI Index, the majority of OpenAI’s revenue still comes from consumer subscriptions — a base that’s being threatened by Google’s Gemini. OpenAI also must compete against rival AI firm Anthropic — whose revenue comes mainly from B2B sales – and, increasingly, open-weight model providers for enterprise customers.
Beyond raw usage metrics, OpenAI is also seeing changes in how companies deploy its tools. Use of custom GPTs — which companies use to codify institutional knowledge into assistants or automate workflows — jumped 19x this year, now accounting for 20% of enterprise messages, the report found. OpenAI pointed to digital bank customer BBVA, which it says regularly uses over 4,000 custom GPTs.
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OpenAI $GOOGL $AMZN $MSFT
OpenAI released new data Monday showing enterprise usage of its AI tools has surged dramatically over the past year, with ChatGPT message volume growing 8x since November 2024 and workers reporting they’re saving up to an hour daily. The findings arrive a week after CEO Sam Altman sent an internal “code red” memo about the competitive threat of Google.
The timing underscores OpenAI’s push to reframe its position as the enterprise AI leader, even as it faces mounting pressures. While close to 36% of U.S. businesses are ChatGPT Enterprise customers compared to 14.3% for Anthropic, per Ramp AI Index, the majority of OpenAI’s revenue still comes from consumer subscriptions — a base that’s being threatened by Google’s Gemini. OpenAI also must compete against rival AI firm Anthropic — whose revenue comes mainly from B2B sales – and, increasingly, open-weight model providers for enterprise customers.
Beyond raw usage metrics, OpenAI is also seeing changes in how companies deploy its tools. Use of custom GPTs — which companies use to codify institutional knowledge into assistants or automate workflows — jumped 19x this year, now accounting for 20% of enterprise messages, the report found. OpenAI pointed to digital bank customer BBVA, which it says regularly uses over 4,000 custom GPTs.
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AkhenOsiris
OpenAI $GOOGL $AMZN $MSFT
On Oct 6th, Altman said 800M WAUs...today, 2 months later, still 800M WAUs
🤔
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OpenAI $GOOGL $AMZN $MSFT
On Oct 6th, Altman said 800M WAUs...today, 2 months later, still 800M WAUs
🤔
OpenAI $GOOGL $AMZN $MSFT
OpenAI released new data Monday showing enterprise usage of its AI tools has surged dramatically over the past year, with ChatGPT message volume growing 8x since November 2024 and workers reporting they’re saving up to an hour daily. The findings arrive a week after CEO Sam Altman sent an internal “code red” memo about the competitive threat of Google.
The timing underscores OpenAI’s push to reframe its position as the enterprise AI leader, even as it faces mounting pressures. While close to 36% of U.S. businesses are ChatGPT Enterprise customers compared to 14.3% for Anthropic, per Ramp AI Index, the majority of OpenAI’s revenue still comes from consumer subscriptions — a base that’s being threatened by Google’s Gemini. OpenAI also must compete against rival AI firm Anthropic — whose revenue comes mainly from B2B sales – and, increasingly, open-weight model providers for enterprise customers.
Beyond raw usage metrics, OpenAI is also seeing changes in how companies deploy its tools. Use of custom GPTs — which companies use to codify institutional knowledge into assistants or automate workflows — jumped 19x this year, now accounting for 20% of enterprise messages, the report found. OpenAI pointed to digital bank customer BBVA, which it says regularly uses over 4,000 custom GPTs. tweet
Offshore
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EndGame Macro
RT @APompliano: The age of abundance is coming and bitcoin is the hurdle rate.
This fundamental belief is the foundation for ProCap Financial $BRR.
We just launched our new website: https://t.co/80cudLeRWl https://t.co/fZRGpJ5fuh
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RT @APompliano: The age of abundance is coming and bitcoin is the hurdle rate.
This fundamental belief is the foundation for ProCap Financial $BRR.
We just launched our new website: https://t.co/80cudLeRWl https://t.co/fZRGpJ5fuh
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Dimitry Nakhla | Babylon Capital®
15 Quality Compounders PEG <2.50x 📈
1. $meta 2.35 🖱️
2. $lrcx 2.34 🖨️
3. $ma 2.32 💳
4. $msft 1.92 ☁️
5. $bkng 1.90 ✈️
6. $abnb 1.89 🏝️
7. $goog 1.87 🖱️
8. $asml 1.79 ☀️
9. $ge 1.74 🛩️
10. $adbe 1.70 📸
11. $nflx 1.64 📺
12. $meli 1.63 🤝
13. $amzn 1.58 📦
14. $app 1.40 🤖
15. $nvda 0.95 💽
___
data: finviz … peg (p/e ➗ eps growth est)
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15 Quality Compounders PEG <2.50x 📈
1. $meta 2.35 🖱️
2. $lrcx 2.34 🖨️
3. $ma 2.32 💳
4. $msft 1.92 ☁️
5. $bkng 1.90 ✈️
6. $abnb 1.89 🏝️
7. $goog 1.87 🖱️
8. $asml 1.79 ☀️
9. $ge 1.74 🛩️
10. $adbe 1.70 📸
11. $nflx 1.64 📺
12. $meli 1.63 🤝
13. $amzn 1.58 📦
14. $app 1.40 🤖
15. $nvda 0.95 💽
___
data: finviz … peg (p/e ➗ eps growth est)
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Offshore
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Quiver Quantitative
JUST IN: Senator Markwayne Mullin just filed new stock trades.
One of them caught our eye:
A purchase of stock in a water treatment company called Pentair, $PNR.
It's the first time we've seen a member of Congress buy the stock in over a year. https://t.co/MBwqd5rIzX
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JUST IN: Senator Markwayne Mullin just filed new stock trades.
One of them caught our eye:
A purchase of stock in a water treatment company called Pentair, $PNR.
It's the first time we've seen a member of Congress buy the stock in over a year. https://t.co/MBwqd5rIzX
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Offshore
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Quiver Quantitative
We posted this when a Carvana bankruptcy looked imminent.
$CVNA has risen 9,639% since: https://t.co/ax5C4VcG44
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We posted this when a Carvana bankruptcy looked imminent.
$CVNA has risen 9,639% since: https://t.co/ax5C4VcG44
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Offshore
Video
memenodes
Me trying to accumulate Bitcoin
meanwhile saylor: https://t.co/ZtVlBQbE2c
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Me trying to accumulate Bitcoin
meanwhile saylor: https://t.co/ZtVlBQbE2c
Strategy has acquired 10,624 BTC for ~$962.7 million at ~$90,615 per bitcoin and has achieved BTC Yield of 24.7% YTD 2025. As of 12/7/2025, we hodl 660,624 $BTC acquired for ~$49.35 billion at ~$74,696 per bitcoin. $MSTR $STRC $STRK $STRF $STRD $STRE https://t.co/oyLwSuW7nW tweet
WealthyReadings
$ADBE is cheap for very good reasons.
Is the company bad? No.
Is it making money? Lots.
Does it have high multiples? No.
Doesn't the market realise that? It does.
The problem is uncertainty.
No one doubt of the quality of the business and its cash generation potential; many doubts about its sustainability in an AI dominated world, even if Adobe does AI.
New tools are taking over some basic work. Who's to say demand will continue to go to $ADBE?
The market doesn't like risk it can't measure. This uncertainty doesn't make the risk/reward attractive right now. That's why $ADBE isn't catching a bid.
Do I believe $ADBE will be disrupted? No.
Do I believe $ADBE will retain its users? Yes.
Am I buying? No.
Simply because the situation isn't attractive. It could take $ADBE two years to bounce from here. It could never bounce. It could be disrupted.
$ADBE isn't an S-tier setup. It doesn't deserve liquidity, today. No matter my personal bias. Because nothing says my bias is right.
If it were right. Then I'll have time. Do you think $ADBE will trade at $1,000 tomorrow? It won't.
Money isn't made by catching the bottom or selling the tops. It is made in between, by minimizing risks to the point where you can be overly aggresive with your positionning and maximize returns.
This requires patience. $ADBE's time will come.
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$ADBE is cheap for very good reasons.
Is the company bad? No.
Is it making money? Lots.
Does it have high multiples? No.
Doesn't the market realise that? It does.
The problem is uncertainty.
No one doubt of the quality of the business and its cash generation potential; many doubts about its sustainability in an AI dominated world, even if Adobe does AI.
New tools are taking over some basic work. Who's to say demand will continue to go to $ADBE?
The market doesn't like risk it can't measure. This uncertainty doesn't make the risk/reward attractive right now. That's why $ADBE isn't catching a bid.
Do I believe $ADBE will be disrupted? No.
Do I believe $ADBE will retain its users? Yes.
Am I buying? No.
Simply because the situation isn't attractive. It could take $ADBE two years to bounce from here. It could never bounce. It could be disrupted.
$ADBE isn't an S-tier setup. It doesn't deserve liquidity, today. No matter my personal bias. Because nothing says my bias is right.
If it were right. Then I'll have time. Do you think $ADBE will trade at $1,000 tomorrow? It won't.
Money isn't made by catching the bottom or selling the tops. It is made in between, by minimizing risks to the point where you can be overly aggresive with your positionning and maximize returns.
This requires patience. $ADBE's time will come.
tweet