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Dimitry Nakhla | Babylon Capital®
KLAC $KLAC Q2 2026 Report 🗓️

REV: $3.30B (+7% YoY)
EPS: $8.85 (+8% YoY) https://t.co/OoyKPrwPj8
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Fiscal.ai
Visa and Mastercard are nearing $30 Trillion in annual transaction volume.

What could disrupt their moats?

$V $MA https://t.co/Z0exRgJbF1
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Fiscal.ai
HOKA just reported a big acceleration in revenue growth.

The Hoka Brand now accounts for 35% of Deckers' overall revenue.

$DECK: +14.6% after hours https://t.co/3VrbSji3X2
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Dimitry Nakhla | Babylon Capital®
Apple $AAPL Q1 2026 Report 🗓️

REV: $143.76B (+16% YoY)
EPS: $2.84 (+18% YoY)

📲 iPhone: $85.27B (+23% YoY)
☁️ Services: $30.01B (+14% YoY) https://t.co/1wzf8sgIDN
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Quiver Quantitative
JUST IN: Democrats now have an 82% chance of winning the House in 2026.

Up 4% in the last week. https://t.co/yLsUETkdP2
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Fiscal.ai
Apple Revenue by Segment:

iPhone +23%
Mac -7%
iPad +6%
Wearables -2%
Services +14%

$AAPL https://t.co/QhTeGPDZfk
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Brady Long
RT @thisguyknowsai: Uber raised BILLIONS with a pitch deck that looks… unfinished.

So I recreated the original Uber deck using Gamma + Nano Banana.

What happened next completely changed how I think about fundraising in 2026 👇 https://t.co/HlbnU6GoPP
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