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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Moon Dev
ai agents have now taken over polymarket

forget it if you are trying to trade by hand there

this guy just leaked the entire ai agent for polymarket playbook

probably should bm this one if you cant watch it rn (its pretty urgent tho)

https://t.co/xoHPk7RvMa
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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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Wasteland Capital
The large caps now at +211%, up from +160% three weeks ago. Big bumps from both $MU (+53% YTD and now +413% total), and $BABA (+19% YTD), while $GOOG is #2 Mag 7 YTD.

This type of returns on mega caps in a bit over a year (with the S&P500 +17-18%) seems like pretty solid Alpha. https://t.co/oYnQeuQ6a9

$MU now passed the 300%+ return mark. Meanwhile $AEO just hit new 4-year highs.

$LYFT outperforming +55-60% vs $UBER and $DASH (both of those are negative).

Average return now +139%.

Compounding is beautiful. https://t.co/ZerFN5dOf0 - Wasteland Capital
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Quartr
$AAPL Q1 2026

"iPhone had its best-ever quarter driven by unprecedented demand, with all-time records across every geographic segment" - Tim Cook

Revenue +16%
*iPhone +23%
*Mac -7%
*iPad +6%
*Wearables, Home. -2%
*Services +14%
*Americas +11%
*Europe 13%
*Greater China +38%
*Japan +5%
*Rest of Asia Pacific +18%
EBIT +19%
*margin 35.4% (34.5)
EPS +18%
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