Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 25 Quality Stocks With Estimated EPS CAGR ≥15% Over the Next 2 Years 💵

1. $INTU 15%
2. $BKNG 16%
3. $GE 16%
4. $MSFT 16%
5. $AMZN 17%
6. $MA 17%
7. $KLAC 18%
8. $HWM 19%
9. $TXN 19%
10. $CSU 20%
11. $NOW 20%
12. $NFLX 22%
13. $ANET 24%
14. $APH 24%
15. $AXON 24%
16. $TSM 29%
17. $LRCX 30%
18. $FICO 33%
19. $ALAB 35%
20. $PLTR 35%
21. $FTAI 42%
22. $MELI 44%
23. $NVDA 45%
24. $AMD 61%
25. $GEV 74%
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: One of those sentiment indicators worth keeping an eye on.

Rising new listings typically reflect growing enthusiasm from both companies and investors — and historically, surges often appear when markets are getting warm, sometimes signaling pockets of elevated speculation rather than purely fundamentals-driven demand.

Martin Zweig put it well in 𝘞𝘪𝘯𝘯𝘪𝘯𝘨 𝘰𝘯 𝘞𝘢𝘭𝘭 𝘚𝘵𝘳𝘦𝘦𝘵:

“When the public becomes enthusiastic, it’s usually time to be cautious. When the public is despondent, it’s usually time to be aggressive.”

Not a timing tool on its own — but a signal worth layering into your thinking.

The IPO market is opening back up.

Nasdaq has had 731 new listings over the last 12 months.

Beginning to approach 2021 levels.

$NDAQ https://t.co/4T6bdkYKjc - Fiscal.ai
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Fiscal.ai
PayPal Q4 Results

Revenue +3.7% (miss)
Adj. EPS +3.4% (miss)
Total Payment Volume +8.5%
Active Accounts +1.2%
Transactions per Active Account -4.8%

$PYPL: -18.2% https://t.co/4LHvDrzvQq
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AkhenOsiris
$AMZN

In the U.S., Prime members received over 8 billion items the same or next day, an over 30% increase compared to the prior year, with groceries and everyday essentials making up half of the total items.

Used cutting-edge AI models to forecast where, when, and which types of products to stock across its fulfillment network. With the help of AI, Amazon stores the right selection close to customers, enabling faster deliveries and shorter shipping distances while maintaining the broadest selection of products possible for Prime members. This technology helps Amazon adjust its selection in different areas to meet customers’ local and seasonal needs.

The continued expansion of Amazon’s Same-Day Delivery network in 2025 led to a 70% year-over-year increase in the number of items delivered in less than a day.
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Bourbon Capital
$AXON EV/EBITDA is getting closer to its 10year average. https://t.co/VarFlBlGBr
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DAIR.AI
RT @omarsar0: Excited to release my new Image Generator skill.

It's an effective way to improve image generation using coding agents like Claude Code.

I use this for all image generation workflows now. It's powered by Nano Banana Pro.

You can improve the process further (through more precise annotations) with the new Claude Code Playground plugin.

I refer to this process as Agentic Image Generation, and wrote a little tutorial if you are interested: https://t.co/mjxa48fhTs
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Brady Long
RT @thisguyknowsai: Grok 4.1 is dangerously good.

But 99% of people are sleeping on what it can actually do.

I’ve used it to build apps, generate content, automate deep research, and more.

Here are 10 ways to use Grok 4.1 that feel like cheating: https://t.co/yuv0eryEDY
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The Transcript
RT @TheTranscript_: $PLTR CEO: "...our U.S. commercial business,...is now growing at an astonishing rate, generating $507Mlast quarter—+137%Y/Y...To be clear, our U.S. commercial business has more than doubled in the space of twelve months." https://t.co/SjrrXfbgu0
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The Transcript
RT @TheTranscript_: $PLTR CEO: "We generated $1.4B in revenue Q4 25, a new record in our 23-year history—representing a 70% growth rate over the same period the year before. Such a massive acceleration in growth, for a company of this scale and size, is a remarkable achievement." https://t.co/7q8CWto4tO
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Fiscal.ai
PayPal has spent all of its Free Cash Flow on Buybacks over the last 12 months.

LTM Free Cash Flow: $5.6B
LTM Repurchases: $6.1B

$PYPL https://t.co/gynXJi2J9h
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Moon Dev
my clawdbot, cracker will be the king of social arbitrage

wall street doesnt give af whats going on on tiktok

but the future generation is there, so my clawdbot will be social arbing it https://t.co/traPN6W3WP
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