Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 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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RT @DimitryNakhla: 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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Offshore
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Benjamin Hernandez😎
Financials are in focus as shifting rates, credit trends, and earnings guidance drive market talk. Traders are positioning around volatility and sector rotation signals. https://t.co/ZKZtUOd7FT
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Financials are in focus as shifting rates, credit trends, and earnings guidance drive market talk. Traders are positioning around volatility and sector rotation signals. https://t.co/ZKZtUOd7FT
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Offshore
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Jukan
If SpaceX were to make a smartphone, which hardware manufacturer or OEM do you think would build it?
Personally, I think it would be really interesting if Samsung made it. https://t.co/jPTeEONL6V
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If SpaceX were to make a smartphone, which hardware manufacturer or OEM do you think would build it?
Personally, I think it would be really interesting if Samsung made it. https://t.co/jPTeEONL6V
* REUTERS: SPACEX IS CONSIDERING MAKING ITS OWN MOBILE DEVICE. tweet
Offshore
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Bourbon Capital
RT @BourbonCap: $GOOG CEO: we are getting dramatically more efficient.. we were able to lower gemini serving unit costs by 78% over 2025
It's happening https://t.co/9kt6XNo62C
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RT @BourbonCap: $GOOG CEO: we are getting dramatically more efficient.. we were able to lower gemini serving unit costs by 78% over 2025
It's happening https://t.co/9kt6XNo62C
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Benjamin Hernandez😎
$AMD: The "Conservative" Q1 Guide Trap
$AMD is recovering +2.2% pre-market from yesterday's flush. The market initially hated the conservative guide, but the MI450 mass production ramp-up is the real story
Correlation map is live in my pinned post.
$GME $HOOD $SOFI $PLTR $NVDA https://t.co/of306hpEbq
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$AMD: The "Conservative" Q1 Guide Trap
$AMD is recovering +2.2% pre-market from yesterday's flush. The market initially hated the conservative guide, but the MI450 mass production ramp-up is the real story
Correlation map is live in my pinned post.
$GME $HOOD $SOFI $PLTR $NVDA https://t.co/of306hpEbq
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Offshore
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Pristine Capital
RT @realpristinecap: Bitcoin cascading below $70k
VPOC down below at $57,400.80
$MSTR Microstrategy losses continuing to balloon https://t.co/xsWUxwjqex
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RT @realpristinecap: Bitcoin cascading below $70k
VPOC down below at $57,400.80
$MSTR Microstrategy losses continuing to balloon https://t.co/xsWUxwjqex
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Offshore
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Moon Dev
clawbot zoom starting asap
we are about to jump into the private clawbot zoom
you will never see anything like this for clawbot and trading
make sure to grab a ticket if there is one still available
join here https://t.co/JbJdIbW2p9
moon
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clawbot zoom starting asap
we are about to jump into the private clawbot zoom
you will never see anything like this for clawbot and trading
make sure to grab a ticket if there is one still available
join here https://t.co/JbJdIbW2p9
moon
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Offshore
Video
Startup Archive
Billionaire Palmer Luckey on why he only flies coach
“I don’t fly private and do fly coach,” billionaire founder of Anduril and Oculus Palmer Luckey says. “For me, it’s a reasoned thing. With exceptions for long, international travel, we only cover coach travel for our employees — it’s only a few hours, and it’s a very bad use of company money for us to be buying business or first-class for people. Because we have so much travel at the company, we could easily spend a very serious fraction of our resources on people traveling instead of slightly better seats.”
To lead by example, Palmer will fly coach — even when he uses his own money:
“People say, ‘Well, why don’t you just fly first-class?’ And here’s why: if I’m going to ask my employees to do it, I need to do it too — even when it’s my own money. It’s not that I would appear out of touch, I would literally be out of touch. Maybe one day coach gets so bad that I literally tell everyone, ‘I hear you, we’re all going business now.’ But today is not that day.”
He continues:
“I love the back of the plain by the window. Nobody bothers you. You can let everyone get off the plane before you. You don’t have to fight anybody . . . And my grandpa was a pilot for United Airlines for over 40 years. So I also grew up around commercial airlines and to me there is a certain romanticism to mass-market, mass-available air travel. What an incredible thing. And we did it — America did it! We figured out how to make it economically viable, and we build everyone else’s airplanes. It is an American thing.”
Video source: @myfirstmilpod (2022)
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Billionaire Palmer Luckey on why he only flies coach
“I don’t fly private and do fly coach,” billionaire founder of Anduril and Oculus Palmer Luckey says. “For me, it’s a reasoned thing. With exceptions for long, international travel, we only cover coach travel for our employees — it’s only a few hours, and it’s a very bad use of company money for us to be buying business or first-class for people. Because we have so much travel at the company, we could easily spend a very serious fraction of our resources on people traveling instead of slightly better seats.”
To lead by example, Palmer will fly coach — even when he uses his own money:
“People say, ‘Well, why don’t you just fly first-class?’ And here’s why: if I’m going to ask my employees to do it, I need to do it too — even when it’s my own money. It’s not that I would appear out of touch, I would literally be out of touch. Maybe one day coach gets so bad that I literally tell everyone, ‘I hear you, we’re all going business now.’ But today is not that day.”
He continues:
“I love the back of the plain by the window. Nobody bothers you. You can let everyone get off the plane before you. You don’t have to fight anybody . . . And my grandpa was a pilot for United Airlines for over 40 years. So I also grew up around commercial airlines and to me there is a certain romanticism to mass-market, mass-available air travel. What an incredible thing. And we did it — America did it! We figured out how to make it economically viable, and we build everyone else’s airplanes. It is an American thing.”
Video source: @myfirstmilpod (2022)
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