The Transcript
$V CEO: "“In our fiscal Q1, we delivered strong financial results, with net revenue up 15% year-over-year to $10.9 billion and EPS up 15%. Payments volume grew 8% YoY in constant dollars to nearly $4T, and processed transactions grew 9%, totaling 69B." https://t.co/we9fZzoz5Q
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Bourbon Capital
$NVDA invested $2 Billion in $CRWV at $87.20

Today the stock price is back to $82

80% of $NVDA portfolio is in CoreWeave, and they keep throwing more money at it.

$2 billion has been invested at $87.20 per share https://t.co/CeU2odnMRs - Bourbon Insider Research
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The Few Bets That Matter
Bought more $BABA today, according to plan.

Fundamentals remain strong and still underestimated, mostly due to Sun Art and Intime’s muted growth.

Price action follows the same playbook; breakout on volume, retest without.

See you higher. https://t.co/G1Ien2BCq9
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The Few Bets That Matter
$ORCL is down ~60% from ATH, in a straight line.

And we still think $IREN & $NBIS can go up 100%? https://t.co/FzDuijuz2T
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Javier Blas
TRUMP: IRAN SUPREME LEADER SHOULD BE VERY WORRIED NOW
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Quiver Quantitative
BREAKING: The US Supreme Court is allowing California to use its new congressional map for the midterms.

It is expected to add 5 seats for Democrats, and would cancel out Texas' redistricting.

Democrats now have an 83% chance to win the House in 2026. https://t.co/SqoCXayuMz
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Dimitry Nakhla | Babylon Capital®
Reiterating my thoughts on $CSU.

The reason $CSU is being sold (multiple compression due to AI fears & potential uncertainty surrounding its moat, among other things) 𝙘𝙤𝙪𝙡𝙙 𝙚𝙣𝙙 𝙪𝙥 𝙗𝙚𝙞𝙣𝙜 𝙩𝙝𝙚 𝙚𝙭𝙖𝙘𝙩 𝙧𝙚𝙖𝙨𝙤𝙣 𝙞𝙩𝙨 𝙘𝙖𝙥𝙞𝙩𝙖𝙡 𝙖𝙡𝙡𝙤𝙘𝙖𝙩𝙞𝙤𝙣 𝙚𝙣𝙜𝙞𝙣𝙚 𝙜𝙚𝙩𝙨 𝙗𝙚𝙩𝙩𝙚𝙧 𝙖𝙜𝙖𝙞𝙣

𝐓𝐡𝐞 𝐢𝐫𝐨𝐧𝐲: 𝐭𝐡𝐞 𝐬𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐫𝐞-𝐫𝐚𝐭𝐢𝐧𝐠 𝐰𝐞’𝐫𝐞 𝐬𝐞𝐞𝐢𝐧𝐠 𝐭𝐨𝐝𝐚𝐲 (𝐩𝐚𝐫𝐭𝐥𝐲 𝐝𝐫𝐢𝐯𝐞𝐧 𝐛𝐲 𝐀𝐈 𝐝𝐢𝐬𝐫𝐮𝐩𝐭𝐢𝐨𝐧 𝐟𝐞𝐚𝐫𝐬) 𝐦𝐚𝐲 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐢𝐦𝐩𝐫𝐨𝐯𝐞 $𝐂𝐒𝐔’𝐬 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 𝐬𝐞𝐭

When public multiples compress, private-market deal pricing often follows — creating better entry points and potentially higher IRRs for $CSU’s next wave of acquisitions

So yes, one of the common critiques many investors will cite is that $CSU returns on capital have been trending down over the last few years

Yet, given this set up, perhaps it will trend higher over the next few years

At 2,845, $CSU looks like an interesting contrarian opportunity amid peak fear - Dimitry Nakhla | Babylon Capital®
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Wasteland Capital
Lisa Su and $AMD f**ked the entire semiconductor sector today.

It’s comical that a 56x ‘26 P/E business with a product that few really want, who literally had to give away 10% of itself to OpenAI so they would buy its goods, is somehow seen as a sector bellweather.

Dumb. 😒
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Bourbon Capital
$NFLX free cash flow has experienced exponential growth since 2022

Solid business and printing cash through ads https://t.co/DAegdcKKu9
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The Transcript
RT @TheTranscript_: When you see the drawdown on your saas stock: https://t.co/lSDQfX4bWs
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The Transcript
Alphabet reports after hours

$GOOG $GOOGL https://t.co/IfbaMz96Xw
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