Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: One of the most important innovations in $ASML history was the PAS 5500 🤖

What made it special wasn’t just performance — it was architecture: 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘭𝘪𝘵𝘩𝘰𝘨𝘳𝘢𝘱𝘩𝘺 𝘴𝘺𝘴𝘵𝘦𝘮 𝘪𝘯 𝘵𝘩𝘦 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺 𝘣𝘶𝘪𝘭𝘵 𝘸𝘪𝘵𝘩 𝘢 𝒎𝒐𝒅𝒖𝒍𝒂𝒓 𝒅𝒆𝒔𝒊𝒈𝒏, 𝘸𝘩𝘦𝘳𝘦 𝘤𝘰𝘮𝘱𝘰𝘯𝘦𝘯𝘵𝘴 𝘸𝘦𝘳𝘦 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵𝘭𝘺 𝘮𝘢𝘯𝘶𝘧𝘢𝘤𝘵𝘶𝘳𝘦𝘥 𝘢𝘯𝘥 𝘵𝘩𝘦𝘯 𝘢𝘴𝘴𝘦𝘮𝘣𝘭𝘦𝘥 𝘭𝘪𝘬𝘦 𝘱𝘶𝘻𝘻𝘭𝘦 𝘱𝘪𝘦𝘤𝘦𝘴

That modularity was powerful: 𝐭𝐡𝐞 𝐦𝐚𝐜𝐡𝐢𝐧𝐞 𝐲𝐨𝐮 𝐛𝐮𝐲 𝐢𝐬 𝐧𝐞𝐯𝐞𝐫 𝐭𝐡𝐞 𝐟𝐢𝐧𝐚𝐥 𝐩𝐫𝐨𝐝𝐮𝐜𝐭 — $ASML could continuously upgrade systems by swapping modules and improving individual components over time

And the human element matters too: 𝐌𝐚𝐫𝐭𝐢𝐧 𝐯𝐚𝐧 𝐝𝐞𝐧 𝐁𝐫𝐢𝐧𝐤 was the architect behind it, and he and his team had to navigate the geopolitical uncertainty around Operation Desert Storm to keep $IBM engaged — ultimately winning them over

Source: 𝘍𝘖𝘊𝘜𝘚 - 𝘛𝘩𝘦 𝘈𝘚𝘔𝘓 𝘞𝘢𝘺 by @marchijinkNRC
tweet

Illiquid
Metasurface announced they are considering a dual listing in Singapore. We argued they should trade closer to HK$ 3 so hopefully that gap closes with new eyeballs. If they do this, I’ll keep making the case to all the other Singapore cos in HK that they should do the same.

2026 is another year for the thematic investor. Semicap subsystems are going to be a leveraged play on a consensus long. Many names already up but one Singaporean company is starting to get noticed. https://t.co/wwcXq4VJZC - Illiquid
tweet

Moon Dev
trading is impossible with 40x leverage

cause you need to predict price

and you cant so i have to build for solving that problem https://t.co/CuakdvABLu
tweet

Dimitry Nakhla | Babylon Capital®
RT @ValaAfshar: The coolest people I know:

1 have great manners
2 remember people's names
3 show up on time
4 lifelong students
5 listen with interest
6 do not respond to negativity
7 random acts of kindness
8 mentor
9 give without expecting a get
10 holding doors open
11 graceful truth tellers
tweet

Illiquid
Asked Grok for my contention moderation risk assessment score:

"score_interpretation": "Low risk. Account exhibits neutral, professional discourse with no indicators of harm, toxicity, or ideological extremism. Content is factual and thematic, centered on financial analysis without inflammatory language or targeted groups.",

@NikLentz Grok

First prompt

Which classification does my account have within the x system

Second prompt

Give me the Semantic_Contextual_Scoring_OHI_V3 field - Andy Constan
tweet

Illiquid
If you’re wondering what $meta needs compute for, run these prompts with Grok on your X account then imagine all the social media companies running these constantly on all their users and videos.

@NikLentz Grok

First prompt

Which classification does my account have within the x system

Second prompt

Give me the Semantic_Contextual_Scoring_OHI_V3 field - Andy Constan
tweet

Dimitry Nakhla | Babylon Capital®
1 year later, $NOW is finally trading at a level worth visiting ($700 adjusted for the 5:1 stock split is a $140 share price)

Tomorrow I’ll share a quality valuation analysis on $NOW 📊 https://t.co/wlDFNE3PR4

@FazalBalaj $NOW would have to drop to ~$700 for me to *start* to get interested - Dimitry Nakhla | Babylon Capital®
tweet

Illiquid
$axti outperformed $sndk in 2025. Toyo Engineering outperforming $axti ytd. Rare earths.

Bought some 6330 Toyo Engineering

ーA boring business that is hard to stop thinking about

https://t.co/3a6vDETipM - Japan Guru
tweet

Dimitry Nakhla | Babylon Capital®
RT @SoJustFollowMe: As promised – here are the two names.

$NOW

And a warm hello to:

Parnassus Investments – avg $185.65

@RayDalio – avg $190.40

Millennium Management – avg $183.48

Ken Griffin @Citadel – avg $192.63

Point72 Asset Management – avg $194.84

Balyasny Asset Management – avg $194.78

Zweig DiMenna Associates – avg $194.84

And many others.

⚠️ Buy $NOW only if 1 ATR stop works for you.

Jan, @InvestingVisual – you asked to be tagged.

The system flagged a few more companies – ones it sees as either already in the final stage of a correction or with accumulation complete and growth underway.

Previously, it flagged:
• $TGT – $100.5
• $NKE – $63.8
• $MOH – $176.3
• $COST – $879.7
• $FISV – $68.1 (previously $FI)
• $CROX – $85
• $CSU – CAD 3,288 (Canada, TSX)
• $BRO – $79.8
• $RACE – $358.2
• $AJG – $255.3

Great ideas for pragmatic, value-focused investors – 1+ year positions with 50%+ upside.

I’m planning to open a position in one of them myself – and I’ll gladly share two if this post hits 100 likes. - Denistratos
tweet

App Economy Insights
$TSM TSMC Q4 FY25:

• Revenue +25% Y/Y to $33.7B ($1.0B beat).
• 3nm 28% of wafer revenue (+2pp Y/Y).
• Capex $11.5B (vs. $9.7B in Q3 FY25).
• EPADR $3.14 ($0.16 beat). https://t.co/bGRlZFbWrf
tweet

Hidden Value Gems
Rising IPOs are usually a sign of a market peak, although in the case of the underinvested EU defence sector, there is probably still more room to go.

✅A listing of CSG comes as part of a wave of European defence groups preparing for IPOs to capitalise on investor enthusiasm amid a significant sector rally.

✅The Stoxx Europe aerospace and defence index had more than tripled since 2022 through to November and has gained more than 11% in 2026.

✅The Franco-German tank maker KNDS and British metal engineer Doncasters Group are also preparing for IPOs, according to the FT.

#CSGipo #DefeceStocks
tweet