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Dimitry Nakhla | Babylon Capital® At the time, it may have sounded overly simple. Yet occasionally, I’ll include one or two sentences in my quality valuation analysis that captures something that really matters $LRCX & memory chip production Even if it’s…
�𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.
𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. - Dimitry Nakhla | Babylon Capital® tweet
𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. - Dimitry Nakhla | Babylon Capital® tweet
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Quiver Quantitative
BREAKING: Representative Gil Cisneros started buying up the oil stock Halliburton this summer.
$HAL has risen almost 50% since then, on hopes of a windfall through US involvement in Venezuela.
Cisneros sits on the House Armed Services Committee. https://t.co/1RfuuHIgoB
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BREAKING: Representative Gil Cisneros started buying up the oil stock Halliburton this summer.
$HAL has risen almost 50% since then, on hopes of a windfall through US involvement in Venezuela.
Cisneros sits on the House Armed Services Committee. https://t.co/1RfuuHIgoB
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Fiscal.ai
RT @BramVGenechten: $BKNG Booking's FCF/share is compounding at +17% CAGR. https://t.co/aPzHO9pC3S
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RT @BramVGenechten: $BKNG Booking's FCF/share is compounding at +17% CAGR. https://t.co/aPzHO9pC3S
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memenodes
Bruh...India went to war to avenge the killings of its innocent citizens. That too against a nuclear power state.
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Bruh...India went to war to avenge the killings of its innocent citizens. That too against a nuclear power state.
Learn from KOREA!
BUILD NUKES!
https://t.co/8G9h9jTfYC tweet
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The Few Bets That Matter
$SLB is up another 11% today.
My trade on the name, shared 3 months ago, is up ~43%
$HAL is up 12% more today.
My trade, also shared 3 months ago, is up 125%
Both were shared for free. But energy didn't interest anyone back then, and yet both outperformed most tech. https://t.co/cGtfxi06nm
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$SLB is up another 11% today.
My trade on the name, shared 3 months ago, is up ~43%
$HAL is up 12% more today.
My trade, also shared 3 months ago, is up 125%
Both were shared for free. But energy didn't interest anyone back then, and yet both outperformed most tech. https://t.co/cGtfxi06nm
tweet
The Few Bets That Matter
The potential opening of Venezuela is getting speculators all worked up.
$MELI up 9.8%
$DLO up 4.5%
$SLB up 11.4%
$HAL up 11.2%
$VLO up 9.7%
$CPA up 7.92%
Mostly energy names and transport, but some others - with potential with local consumption, are participating.
We know what the market wants.
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The potential opening of Venezuela is getting speculators all worked up.
$MELI up 9.8%
$DLO up 4.5%
$SLB up 11.4%
$HAL up 11.2%
$VLO up 9.7%
$CPA up 7.92%
Mostly energy names and transport, but some others - with potential with local consumption, are participating.
We know what the market wants.
tweet
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The Few Bets That Matter
$ALAB down 9%+ today.
The market anticipates the comments about $NVDA networking solutions' demand during the CES.
Nothing to be worried about to my opinion, the reality is that accelerators will be in demand for long, despites Nvidia ramping up its UALink. https://t.co/h80VwFCVqU
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$ALAB down 9%+ today.
The market anticipates the comments about $NVDA networking solutions' demand during the CES.
Nothing to be worried about to my opinion, the reality is that accelerators will be in demand for long, despites Nvidia ramping up its UALink. https://t.co/h80VwFCVqU
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Offshore
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The Few Bets That Matter
$MSTR has bottomed.
$BTC is back on an uptrend.
The market will remember that AI is here to stay.
We might see a pull back short term, but the last leg started. https://t.co/R7PwxsP7R5
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$MSTR has bottomed.
$BTC is back on an uptrend.
The market will remember that AI is here to stay.
We might see a pull back short term, but the last leg started. https://t.co/R7PwxsP7R5
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