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Dimitry Nakhla | Babylon Capital®
TransDigm $TDG Q1 2026 Report 🗓️
✅ REV: $2.29B (+14% YoY)
✅ EPS: $8.23 (+5% YoY)
⬆️ Upward Revision to FY 2026 Guidance https://t.co/OSFnN6Xu3u
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TransDigm $TDG Q1 2026 Report 🗓️
✅ REV: $2.29B (+14% YoY)
✅ EPS: $8.23 (+5% YoY)
⬆️ Upward Revision to FY 2026 Guidance https://t.co/OSFnN6Xu3u
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Bourbon Capital
Software projected Revenue growth for 2026:
AppLovin $APP 36%+
ZETA $ZETA 30%+
Rubrik $RBRK 23%+
CrowdStrike $CRWD 21%+
monday $MNDY 20%+
Fair Isaac $FICO 20%+
Duolingo $DUOL 20%+
Zscaler $ZS 20%+
GitLab $GTLB 19%+
ServiceNow $NOW 19%+
Constellation Software $CSU.TO 17%+
HubSpot $HUBS 16%+
Uber $UBER 16%+
Palo Alto Networks $PANW 16%+
Microsoft $MSFT 15%+
Intuit $INTU 14%+
Veeva $VEEV 12%+
Workday $WDAY 12%+
Adobe $ADBE 11%+
Salesforce $CRM 11%+
Lime Technologies AB 11%+
Fortinet $FTNT 11%+
SAP $SAP 9%+
Automatic Data $ADP 6%+
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Software projected Revenue growth for 2026:
AppLovin $APP 36%+
ZETA $ZETA 30%+
Rubrik $RBRK 23%+
CrowdStrike $CRWD 21%+
monday $MNDY 20%+
Fair Isaac $FICO 20%+
Duolingo $DUOL 20%+
Zscaler $ZS 20%+
GitLab $GTLB 19%+
ServiceNow $NOW 19%+
Constellation Software $CSU.TO 17%+
HubSpot $HUBS 16%+
Uber $UBER 16%+
Palo Alto Networks $PANW 16%+
Microsoft $MSFT 15%+
Intuit $INTU 14%+
Veeva $VEEV 12%+
Workday $WDAY 12%+
Adobe $ADBE 11%+
Salesforce $CRM 11%+
Lime Technologies AB 11%+
Fortinet $FTNT 11%+
SAP $SAP 9%+
Automatic Data $ADP 6%+
Software projected EPS (GAAP) growth for 2026:
HubSpot $HUBS 100%+
Workday $WDAY 70%+
monday $MNDY 50%+
AppLovin $APP 50%+
ServiceNow $NOW 30%+
Fair Isaac $FICO 30%+
Oracle $ORCL 20%+
Palo Alto Networks $PANW 20%+
Microsoft $MSFT 16%+
Salesforce $CRM 13%+
Intuit $INTU 12%+
Veeva $VEEV 12%+
SAP $SAP 10%+
Adobe $ADBE 9%+
Fortinet $FTNT 7%+ tweet
X (formerly Twitter)
Bourbon Insider Research (@BourbonInsider) on X
Software projected EPS (GAAP) growth for 2026:
HubSpot $HUBS 100%+
Workday $WDAY 70%+
monday $MNDY 50%+
AppLovin $APP 50%+
ServiceNow $NOW 30%+
Fair Isaac $FICO 30%+
Oracle $ORCL 20%+
Palo Alto Networks $PANW 20%+
Microsoft $MSFT 16%+
Salesforce $CRM 13%+…
HubSpot $HUBS 100%+
Workday $WDAY 70%+
monday $MNDY 50%+
AppLovin $APP 50%+
ServiceNow $NOW 30%+
Fair Isaac $FICO 30%+
Oracle $ORCL 20%+
Palo Alto Networks $PANW 20%+
Microsoft $MSFT 16%+
Salesforce $CRM 13%+…
Offshore
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Moon Dev
my clawdbot, cracker is currently cooking up 1000 trading strategies
and will send me back the top couple percent
how can hand traders compete with this? https://t.co/XX8Kkycob5
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my clawdbot, cracker is currently cooking up 1000 trading strategies
and will send me back the top couple percent
how can hand traders compete with this? https://t.co/XX8Kkycob5
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Offshore
Video
Startup Archive
Marc Andreessen on how to get people to join your 3-person startup
Marc says founders have two tools at their disposal to win new hires: 1) Stock options, and 2) vision. He explains:
“The best entrepreneurs are really good at selling people on their company precisely because they can explain how the world is going to look in a way that is so compelling.”
Marc points to Steve Jobs’s “reality distortion field” as the epitome of this:
“If you get within 10 feet of Steve Jobs, whatever he says in the next 20 minutes, you’re going to walk out of there believing. He can say that the sky is purple, and you’re like yep that makes total sense . . . The best entrepreneurs all tend to have that in common and tend to be really good at that. It’s essentially sales — selling to employees. It’s an incredibly valuable skill to be able to do that. That plus stock options.”
The other thing Marc has observed about hiring over the years is that right employees have to self-select into your company, even though that can be incredibly frustrating at times:
“If you hired all the people you interviewed, it would turn out that 2/3rds or 3/4ths of them you probably shouldn’t have hired anyway. So what the best companies do is they provide a very stark idea of what the company is and what is it isn’t: ‘We are a company where people are expected to work 18 hour days and if you don’t like that, don’t come here’ or ‘We are a company where people expect to go home at 5pm every day and if you think that’ll be frustrating’ — whatever it is.”
Marc gives the humorous example of Asana where it was a requirement that the whole company did yoga together:
“If you like yoga, this is the company for you. If you don’t like yoga, don’t go there. You’re going to be asked to put your feet in positions that you’re completely uncomfortable with.”
He continues:
“I think the very best companies tend to be polarizing. So if in your hiring process, you’re turning people off as much as you’re turning them on because they’re deciding ‘this is clearly not the right fit for me,’ I think that’s a good thing.”
tweet
Marc Andreessen on how to get people to join your 3-person startup
Marc says founders have two tools at their disposal to win new hires: 1) Stock options, and 2) vision. He explains:
“The best entrepreneurs are really good at selling people on their company precisely because they can explain how the world is going to look in a way that is so compelling.”
Marc points to Steve Jobs’s “reality distortion field” as the epitome of this:
“If you get within 10 feet of Steve Jobs, whatever he says in the next 20 minutes, you’re going to walk out of there believing. He can say that the sky is purple, and you’re like yep that makes total sense . . . The best entrepreneurs all tend to have that in common and tend to be really good at that. It’s essentially sales — selling to employees. It’s an incredibly valuable skill to be able to do that. That plus stock options.”
The other thing Marc has observed about hiring over the years is that right employees have to self-select into your company, even though that can be incredibly frustrating at times:
“If you hired all the people you interviewed, it would turn out that 2/3rds or 3/4ths of them you probably shouldn’t have hired anyway. So what the best companies do is they provide a very stark idea of what the company is and what is it isn’t: ‘We are a company where people are expected to work 18 hour days and if you don’t like that, don’t come here’ or ‘We are a company where people expect to go home at 5pm every day and if you think that’ll be frustrating’ — whatever it is.”
Marc gives the humorous example of Asana where it was a requirement that the whole company did yoga together:
“If you like yoga, this is the company for you. If you don’t like yoga, don’t go there. You’re going to be asked to put your feet in positions that you’re completely uncomfortable with.”
He continues:
“I think the very best companies tend to be polarizing. So if in your hiring process, you’re turning people off as much as you’re turning them on because they’re deciding ‘this is clearly not the right fit for me,’ I think that’s a good thing.”
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Offshore
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Benjamin Hernandez😎
Pfizer sales slipped as Covid drug demand keeps fading, shifting focus to pipeline execution and margins. Pharma traders watching guidance and defensive flows.
$PFE $MRK $JNJ https://t.co/ejQP1G4apH
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Pfizer sales slipped as Covid drug demand keeps fading, shifting focus to pipeline execution and margins. Pharma traders watching guidance and defensive flows.
$PFE $MRK $JNJ https://t.co/ejQP1G4apH
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Offshore
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The Transcript
PepsiCo double beat
CEO: "PepsiCo’s Q4 25 results reflected a sequential acceleration in reported and organic revenue growth, with improvements in both the North America & International businesses."
$PEP: -1% Pre-Market https://t.co/rldmKXQsa3
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PepsiCo double beat
CEO: "PepsiCo’s Q4 25 results reflected a sequential acceleration in reported and organic revenue growth, with improvements in both the North America & International businesses."
$PEP: -1% Pre-Market https://t.co/rldmKXQsa3
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Offshore
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Chips & SaaS
RT @dnystedt: China memory chip maker YMTC is sampling LPDDR5 low-power DRAM chips and is developing HBM memory, media report, citing unnamed supply chain sources. YMTC’s Wuhan P3 plant expansion will begin DRAM production in the 2nd half 2026. YMTC is developing hybrid bonding techniques for HBM memory, and LPDDR5 is part of efforts to build DRAM production expertise. In its mainstay NAND memory business, Beijing has tasked YMTC with ensuring stable supplies to consumer electronics and automotive firms. $MU #SKhynix #Samsung $000660 $005930 https://t.co/gyeyu4hSeY
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RT @dnystedt: China memory chip maker YMTC is sampling LPDDR5 low-power DRAM chips and is developing HBM memory, media report, citing unnamed supply chain sources. YMTC’s Wuhan P3 plant expansion will begin DRAM production in the 2nd half 2026. YMTC is developing hybrid bonding techniques for HBM memory, and LPDDR5 is part of efforts to build DRAM production expertise. In its mainstay NAND memory business, Beijing has tasked YMTC with ensuring stable supplies to consumer electronics and automotive firms. $MU #SKhynix #Samsung $000660 $005930 https://t.co/gyeyu4hSeY
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Offshore
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The Transcript
PayPal double miss & replaces @acce as CEO with HP CEO Enrique Lores.
Board comment: While some progress has been made in a number of areas over the last two years, the pace of change and execution was not in line with the Board’s expectations."
$PYPL: -16% Pre-Market https://t.co/I76WPqt9ON
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PayPal double miss & replaces @acce as CEO with HP CEO Enrique Lores.
Board comment: While some progress has been made in a number of areas over the last two years, the pace of change and execution was not in line with the Board’s expectations."
$PYPL: -16% Pre-Market https://t.co/I76WPqt9ON
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Chips & SaaS
RT @aakashgupta: Sam just posted the corporate equivalent of “we’re fine, everything’s fine” while Reuters cites eight sources saying OpenAI has been actively shopping for Nvidia alternatives since last year. His own staff blamed Nvidia’s GPUs for Codex performance issues. Three days ago on a press call, Sam himself said customers “put a big premium on speed for coding work” and that Cerebras would help meet that demand.
The reason this matters: inference is now two-thirds of all AI compute spending. Training made Nvidia untouchable. Inference is a different game. GPUs rely on external memory (HBM), which creates a latency bottleneck every time a chatbot fetches data to generate a response. For something like Codex, where users need code generated fast enough to feel like pair programming, that bottleneck becomes a product problem.
OpenAI went to Groq to solve it. Groq’s LPU architecture uses on-chip SRAM instead of external memory, which eliminates the fetch penalty and makes inference dramatically faster. OpenAI was in active discussions with both Groq and Cerebras for chips that would handle roughly 10% of their inference fleet.
Then Nvidia wrote a $20 billion check and absorbed Groq’s entire leadership team, IP, and 90% of its engineers. That deal closed five weeks ago.
Read that sequence again. OpenAI identifies a performance gap in Nvidia hardware. OpenAI starts talking to Nvidia’s most credible inference competitor. Nvidia buys that competitor for 3x its last valuation. Now Sam is posting “we love working with Nvidia.”
This is what a hostage negotiation looks like in the semiconductor industry. Nvidia’s $100 billion investment in OpenAI has been “closing within weeks” since September. The Groq acquisition wasn’t a technology play. It was a blocking move. Nvidia paid $20 billion to make sure its largest customer couldn’t build an escape route from GPU dependence.
Sam knows all of this. His tweet reads like damage control because it is damage control. The “insanity” he doesn’t get is eight of his own people talking to Reuters.
tweet
RT @aakashgupta: Sam just posted the corporate equivalent of “we’re fine, everything’s fine” while Reuters cites eight sources saying OpenAI has been actively shopping for Nvidia alternatives since last year. His own staff blamed Nvidia’s GPUs for Codex performance issues. Three days ago on a press call, Sam himself said customers “put a big premium on speed for coding work” and that Cerebras would help meet that demand.
The reason this matters: inference is now two-thirds of all AI compute spending. Training made Nvidia untouchable. Inference is a different game. GPUs rely on external memory (HBM), which creates a latency bottleneck every time a chatbot fetches data to generate a response. For something like Codex, where users need code generated fast enough to feel like pair programming, that bottleneck becomes a product problem.
OpenAI went to Groq to solve it. Groq’s LPU architecture uses on-chip SRAM instead of external memory, which eliminates the fetch penalty and makes inference dramatically faster. OpenAI was in active discussions with both Groq and Cerebras for chips that would handle roughly 10% of their inference fleet.
Then Nvidia wrote a $20 billion check and absorbed Groq’s entire leadership team, IP, and 90% of its engineers. That deal closed five weeks ago.
Read that sequence again. OpenAI identifies a performance gap in Nvidia hardware. OpenAI starts talking to Nvidia’s most credible inference competitor. Nvidia buys that competitor for 3x its last valuation. Now Sam is posting “we love working with Nvidia.”
This is what a hostage negotiation looks like in the semiconductor industry. Nvidia’s $100 billion investment in OpenAI has been “closing within weeks” since September. The Groq acquisition wasn’t a technology play. It was a blocking move. Nvidia paid $20 billion to make sure its largest customer couldn’t build an escape route from GPU dependence.
Sam knows all of this. His tweet reads like damage control because it is damage control. The “insanity” he doesn’t get is eight of his own people talking to Reuters.
We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time.
I don't get where all this insanity is coming from. tweet
X (formerly Twitter)
Sam Altman (@sama) on X
We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time.
I don't get where all this insanity is coming from.
I don't get where all this insanity is coming from.