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App Economy Insights
$AMD CEO Dr. Lisa Su expects over 5 billion daily active AI users in the next five years.
What will AMD's revenue look like by 2030? https://t.co/DKfIuqxtDi
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$AMD CEO Dr. Lisa Su expects over 5 billion daily active AI users in the next five years.
What will AMD's revenue look like by 2030? https://t.co/DKfIuqxtDi
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Fiscal.ai
In 2013, Venezuela was MercadoLibre's 3rd largest market behind Brazil and Argentina.
Will they start investing in that market again?
$MELI https://t.co/MyBFbQXGpw
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In 2013, Venezuela was MercadoLibre's 3rd largest market behind Brazil and Argentina.
Will they start investing in that market again?
$MELI https://t.co/MyBFbQXGpw
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Not long ago, $ASML saw multiple ~20% drawdowns following earnings
Those who endured the volatility & single-day -20% drawdowns earned today’s gains
As Morgan Housel stated:
“Volatility is the price of admission. The prize inside is superior long-term returns.” https://t.co/Qmr64VZsBE
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RT @DimitryNakhla: Not long ago, $ASML saw multiple ~20% drawdowns following earnings
Those who endured the volatility & single-day -20% drawdowns earned today’s gains
As Morgan Housel stated:
“Volatility is the price of admission. The prize inside is superior long-term returns.” https://t.co/Qmr64VZsBE
ASML Holding stock is back at $1,000
Despite multiple -40% drawdowns, $ASML has delivered +162% return over the past 5 years, challenging even the most steadfast investors
A deep understanding of the business, coupled with strong conviction makes enduring volatility worthwhile https://t.co/CDHs8PmlZh tweet
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Dimitry Nakhla | Babylon Capital®
At some point, whether later this year or further out, investors will likely look back & wonder how $AMZN traded <15x NTM OCF
Yes, $AMZN lagged over the past five years, but that reset expectations & changed the setup today
In investing, it’s the future that matters https://t.co/adJ5c9bNuS
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At some point, whether later this year or further out, investors will likely look back & wonder how $AMZN traded <15x NTM OCF
Yes, $AMZN lagged over the past five years, but that reset expectations & changed the setup today
In investing, it’s the future that matters https://t.co/adJ5c9bNuS
$AMZN trades <15x NTM OCF — historically a very attractive risk/reward setup
Next two years of OCF Per Share Est:
2026 ➡️ $17.35
2027 ➡️ $21.01
CAGR at various multiples assuming 2027 OCF at $18.91 (-10% vs current estimates)👇🏽
18x | 20.7%
17x | 17.2%
16x | 13.8%
15x | 10.3% https://t.co/Ztz8VIoxO9 tweet