Lumida Wealth Management
1/ Daily News Round-Up:

- U.S. manufacturing hits post-Covid low
- SpaceX acquires xAI in $1.25T Musk stack
- Google buys solar firm for $4.75B to power AI
- Bitcoin drops below $76K
- Trump strikes new trade deal with India
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God of Prompt
If this does what the video says, it’s a big deal. Cursor moment, but for docs!

@shivaligoyal27 @trupeerai loved the launch video!

Documentation has existed for decades. So has frustration.

Today, Trupeer has launched the world’s first truly AI documentation platform.

Some say it changes everything.
Some say that’s a dangerous claim.
You decide. https://t.co/qkZ5QYR57X - Shivali
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Dimitry Nakhla | Babylon Capital®
After Yesterday’s Carnage: Updated NTM P/E | 2-Year EPS CAGR Est | PEG💵

1. $SNOW 120x | 43% | 2.79
2. $CDNS 34x | 14% | 2.42
3. $ADP 20x | 9% | 2.22
4. $MCO 29x | 12% | 2.41
5. $SPGI 24x | 12% | 2.00
6. $TDG 33x | 17% | 1.94
7. $ICE 22x | 12% | 1.83
8. $ASML 40x | 22% | 1.81
9. $SNPS 29x | 17% | 1.70
10. $NDAQ 22x | 13% | 1.69
11. $ADSK 21x | 14% | 1.50
12. $MSFT 23x | 16% | 1.43
13. $AMZN 32x | 23% | 1.39
14. $NFLX 25x | 19% | 1.31
15. $NOW 26x | 20% | 1.30
16. $INTU 18x | 14% | 1.29
17. $FICO 29x | 23% | 1.26
18. $NVDA 25x | 20% | 1.25
19. $ADBE 12x | 10% | 1.20
20. $BKNG 18x | 15% | 1.20
21. $AVGO 31x | 31 % | 1.00
22. $CRM 15x | 15% | 1.00
23. $MELI 42x | 44% | 0.95
24. $CPNG 51x | 62% | 0.82
25. $CSU 15x | 20% | 0.75
___

*PEG calculated NTM P/E ➗ 2-Year EPS CAGR from the NTM Fiscal Year
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God of Prompt
RT @godofprompt: unpopular opinion: scrolling x is like working 9-5
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The Transcript
IAC CEO: "Q4 25 capped a year of disciplined execution & solid performance across IAC."

$IAC: -6% Premarket https://t.co/Kcf6gWs1wk
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The Transcript
IAC insists that:

"We are trading at a substantial discount."

$IAC: -6% Pre-Market https://t.co/53cD8K7VDK

IAC CEO: "Q4 25 capped a year of disciplined execution & solid performance across IAC."

$IAC: -6% Premarket https://t.co/Kcf6gWs1wk - The Transcript
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The Transcript
Uber CEO: "Uber accelerated into another record-breaking quarter, with more than 200M monthly users completing more than 40M trips every day—our largest and most engaged consumer base ever"

$UBER: -5% Pre-Market https://t.co/aJuHK9i3Hd
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Fiscal.ai
Is AI disrupting enterprise software? https://t.co/4UMv4lTq4G
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The Transcript
$UBER CEO @dkhos: "We enter 2026 with a rapidly growing topline, significant cash flow & a clear path to becoming the largest facilitator of AV trips in the world. Our performance this year reflects the significant power of our platform strategy, with $193B in Gross Bookings & $10B in FCF..."

Uber CEO: "Uber accelerated into another record-breaking quarter, with more than 200M monthly users completing more than 40M trips every day—our largest and most engaged consumer base ever"

$UBER: -5% Pre-Market https://t.co/aJuHK9i3Hd - The Transcript
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The Transcript
RT @TheTranscript_: Thursday's earnings deck:

Before Open: $UBER $LLY $ADNT $ABBV $NVO $CME $CDW $BG $CTSH $UBS $FTV $GEHC $BSX $JCI

After Close: $GOOGL $ARM $ORLY $SYM $FLNC $ALL $COHR $ELF $QCOM $ALGT $MET $MOD $MCK $ALGN https://t.co/cyaSq4JWWr
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