Offshore
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Dimitry Nakhla | Babylon Capital®
$AMZN trading 14x forward OCF with OCF growing ~20% CAGR.
Also, $AMZN has officially entered its own bear market, down -20% from highs. https://t.co/mQ36Rlmmc3
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$AMZN trading 14x forward OCF with OCF growing ~20% CAGR.
Also, $AMZN has officially entered its own bear market, down -20% from highs. https://t.co/mQ36Rlmmc3
$AMZN trades at ~$2.17T market cap.
AWS + ADS generated ~$197.36B in LTM revenue — both segments with 30%+ operating margins.
$AMZN now trades ~11x AWS + ADS sales. https://t.co/VEVgQpOujF - Dimitry Nakhla | Babylon Capital®tweet
Offshore
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Benjamin Hernandez😎
Cash-Flow Momentum: $SMX
Recommendation: $SMX ~$14.10
$SMX is being re-rated by Wall Street as an "Infrastructure Leader." $14 is the last chance for a sub-$20 entry.
Reason calling it: Proprietary molecular markers for rubber and textiles provide a 10-year moat. Target: $24. https://t.co/7tagMD254Q
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Cash-Flow Momentum: $SMX
Recommendation: $SMX ~$14.10
$SMX is being re-rated by Wall Street as an "Infrastructure Leader." $14 is the last chance for a sub-$20 entry.
Reason calling it: Proprietary molecular markers for rubber and textiles provide a 10-year moat. Target: $24. https://t.co/7tagMD254Q
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Offshore
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Quiver Quantitative
JUST IN: Representative Anna Paulina Luna has introduced legislation to ban social media for kids under the age of 13.
It would also ban algorithmic social media feeds for anyone under the age of 17. https://t.co/0zt6n1J0Au
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JUST IN: Representative Anna Paulina Luna has introduced legislation to ban social media for kids under the age of 13.
It would also ban algorithmic social media feeds for anyone under the age of 17. https://t.co/0zt6n1J0Au
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Offshore
Video
Brady Long
Forget random generations bro.
Kling 3.0 on @dzine_ai brings actual control to your video workflow.
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Forget random generations bro.
Kling 3.0 on @dzine_ai brings actual control to your video workflow.
Kling 3.0 is LIVE on Dzine! 🔥 Early Access now
🎁 Limited time Deal: Get 50% OFF the Master Plan (with UNLIMITED 4K Nano Banana Pro).
Use code: DZKLING3
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Create without limits. 👇 - Dzinetweet
Offshore
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App Economy Insights
$AMZN dropped a $200B bomb.
Let’s break down the quarter:
📢 Amazon Ads boost margins.
☁️ AWS accelerates +24% Y/Y.
📦 Retail efficiency paying off.
📉 30,000-role restructuring.
💰 Investing $50B in OpenAI?
https://t.co/FJuZJnC0Vz
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$AMZN dropped a $200B bomb.
Let’s break down the quarter:
📢 Amazon Ads boost margins.
☁️ AWS accelerates +24% Y/Y.
📦 Retail efficiency paying off.
📉 30,000-role restructuring.
💰 Investing $50B in OpenAI?
https://t.co/FJuZJnC0Vz
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Michael Fritzell (Asian Century Stocks)
RT @JasonJh1319: $SE Spoke to a friend running an eComm brand in the Philippines. 3 days after launching on TikTok Shops, they reached 60% of Shopee sales.
Live Selling/Social Platform is a big discovery advantage and they're a real player (unlike Lazada).
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RT @JasonJh1319: $SE Spoke to a friend running an eComm brand in the Philippines. 3 days after launching on TikTok Shops, they reached 60% of Shopee sales.
Live Selling/Social Platform is a big discovery advantage and they're a real player (unlike Lazada).
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