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FRESH OFF THE PRESS 🔥
Investor interview #113 with Matt and Dan from Eagle Point Capital.
They discuss their backgrounds, research process, tariffs, two stock picks + much more...
https://t.co/l0CIzOvZNy https://t.co/uLh9XotOsw
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FRESH OFF THE PRESS 🔥
Investor interview #113 with Matt and Dan from Eagle Point Capital.
They discuss their backgrounds, research process, tariffs, two stock picks + much more...
https://t.co/l0CIzOvZNy https://t.co/uLh9XotOsw
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Offshore
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The All-In Podcast
J-Cal Explains Why Google is UNDERRATED in AI 👀
On E227, the besties discussed Google's value in a post-search world if AI replaces traditional search.
@Jason broke down why he things Google is being slept on:
"I think there's a chance that we're underestimating the power of Google's ad network right now."
"They have four or five products that are one or two billion users per month. You have YouTube, Google Docs, Android."
"They have such a data advantage and such a deep integration into people's lives because they use three or four services, I think Google's gonna figure this out."
"It's quite possible that knowing your queries in Gemini, knowing what you're doing in Calendar, knowing what you're watching on YouTube could lead to a stream of more targeted ads that do better and are more valuable."
"We've been seeing a number of startups that are figuring out how to use your queries and what you're doing in AI to present to you search results."
"So imagine you're doing a Gemini search and on the side of it, it's giving you a rolling list of ads or offers that you might be more interested in."
"That could be a better advertising product than even search itself."
"I think YouTube search is the place to go all-in."
"Right now, when you do a YouTube search, it just gives you 10 links, right? It just gives you that rolling thing."
"You should be able to ask a question to YouTube, and you should be able to ask questions to your calendar."
"You should be able to say, who have I met with over the last 10 years? Who I'm no longer in touch with and what are they up to?"
"And it should do a Gemini search inside of Google Calendar. It's very light right now."
"And then if you did that on YouTube, this would train people at the point of pain in a very deep way without sacrificing Google Search queries too aggressively."
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J-Cal Explains Why Google is UNDERRATED in AI 👀
On E227, the besties discussed Google's value in a post-search world if AI replaces traditional search.
@Jason broke down why he things Google is being slept on:
"I think there's a chance that we're underestimating the power of Google's ad network right now."
"They have four or five products that are one or two billion users per month. You have YouTube, Google Docs, Android."
"They have such a data advantage and such a deep integration into people's lives because they use three or four services, I think Google's gonna figure this out."
"It's quite possible that knowing your queries in Gemini, knowing what you're doing in Calendar, knowing what you're watching on YouTube could lead to a stream of more targeted ads that do better and are more valuable."
"We've been seeing a number of startups that are figuring out how to use your queries and what you're doing in AI to present to you search results."
"So imagine you're doing a Gemini search and on the side of it, it's giving you a rolling list of ads or offers that you might be more interested in."
"That could be a better advertising product than even search itself."
"I think YouTube search is the place to go all-in."
"Right now, when you do a YouTube search, it just gives you 10 links, right? It just gives you that rolling thing."
"You should be able to ask a question to YouTube, and you should be able to ask questions to your calendar."
"You should be able to say, who have I met with over the last 10 years? Who I'm no longer in touch with and what are they up to?"
"And it should do a Gemini search inside of Google Calendar. It's very light right now."
"And then if you did that on YouTube, this would train people at the point of pain in a very deep way without sacrificing Google Search queries too aggressively."
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Offshore
Video
The All-In Podcast
J-Cal Explains Why Google is UNDERRATED in AI 👀
On E227, the besties discussed Google's value in a post-search world if AI replaces traditional search.
@Jason broke down why he thinks Google is being slept on:
"I think there's a chance that we're underestimating the power of Google's ad network right now."
"They have four or five products that are one or two billion users per month. You have YouTube, Google Docs, Android."
"They have such a data advantage and such a deep integration into people's lives because they use three or four services, I think Google's gonna figure this out."
"It's quite possible that knowing your queries in Gemini, knowing what you're doing in Calendar, knowing what you're watching on YouTube could lead to a stream of more targeted ads that do better and are more valuable."
"We've been seeing a number of startups that are figuring out how to use your queries and what you're doing in AI to present to you search results."
"So imagine you're doing a Gemini search and on the side of it, it's giving you a rolling list of ads or offers that you might be more interested in."
"That could be a better advertising product than even search itself."
"I think YouTube search is the place to go all-in."
"Right now, when you do a YouTube search, it just gives you 10 links, right? It just gives you that rolling thing."
"You should be able to ask a question to YouTube, and you should be able to ask questions to your calendar."
"You should be able to say, who have I met with over the last 10 years? Who I'm no longer in touch with and what are they up to?"
"And it should do a Gemini search inside of Google Calendar. It's very light right now."
"And then if you did that on YouTube, this would train people at the point of pain in a very deep way without sacrificing Google Search queries too aggressively."
tweet
J-Cal Explains Why Google is UNDERRATED in AI 👀
On E227, the besties discussed Google's value in a post-search world if AI replaces traditional search.
@Jason broke down why he thinks Google is being slept on:
"I think there's a chance that we're underestimating the power of Google's ad network right now."
"They have four or five products that are one or two billion users per month. You have YouTube, Google Docs, Android."
"They have such a data advantage and such a deep integration into people's lives because they use three or four services, I think Google's gonna figure this out."
"It's quite possible that knowing your queries in Gemini, knowing what you're doing in Calendar, knowing what you're watching on YouTube could lead to a stream of more targeted ads that do better and are more valuable."
"We've been seeing a number of startups that are figuring out how to use your queries and what you're doing in AI to present to you search results."
"So imagine you're doing a Gemini search and on the side of it, it's giving you a rolling list of ads or offers that you might be more interested in."
"That could be a better advertising product than even search itself."
"I think YouTube search is the place to go all-in."
"Right now, when you do a YouTube search, it just gives you 10 links, right? It just gives you that rolling thing."
"You should be able to ask a question to YouTube, and you should be able to ask questions to your calendar."
"You should be able to say, who have I met with over the last 10 years? Who I'm no longer in touch with and what are they up to?"
"And it should do a Gemini search inside of Google Calendar. It's very light right now."
"And then if you did that on YouTube, this would train people at the point of pain in a very deep way without sacrificing Google Search queries too aggressively."
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Wall St Engine
TRUMP: “After a long night of U.S.-led talks, India 🇮🇳 and Pakistan 🇵🇰 have agreed to a FULL AND IMMEDIATE CEASEFIRE.” https://t.co/SasdFJ2gNs
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TRUMP: “After a long night of U.S.-led talks, India 🇮🇳 and Pakistan 🇵🇰 have agreed to a FULL AND IMMEDIATE CEASEFIRE.” https://t.co/SasdFJ2gNs
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Wall St Engine
UPCOMING KEY EVENTS FOR THE WEEK STARTING MAY 12, 2025
Mon: $MNDY, $HTZ, $PLUG, $ZI, $ACHR, $ASTS
Tues: CPI + $JD, $UA, $ONON, $SE, $OKLO, $LUNR
Wed: $GLBE, $CSCO, $RCAT, $DLO
Thu: PPI + Fed Powell + $WMT, $BABA, $DE, $AMAT, $CAVA, $TTWO
Fri: No Major Earnings https://t.co/3wWklhHsl5
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UPCOMING KEY EVENTS FOR THE WEEK STARTING MAY 12, 2025
Mon: $MNDY, $HTZ, $PLUG, $ZI, $ACHR, $ASTS
Tues: CPI + $JD, $UA, $ONON, $SE, $OKLO, $LUNR
Wed: $GLBE, $CSCO, $RCAT, $DLO
Thu: PPI + Fed Powell + $WMT, $BABA, $DE, $AMAT, $CAVA, $TTWO
Fri: No Major Earnings https://t.co/3wWklhHsl5
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Dimitry Nakhla | Babylon Capital®
15 Quality Stocks ROIC >20% Annually Last 5 Years | Avg ROIC | 5-Year EPS CAGR 💵
💳 Visa $V | 29% | 13%
📸 Meta $META | 27% | 23%
📱 Apple $AAPL | 57% | 18%
☀️ ASML $ASML | 34% | 26%
🚘 Copart $CPRT | 25% | 13%
🏢 NVR Inc $NVR | 30% | 18%
🖱️ Google $GOOG | 26% | 25%
🌐 MSCI Inc $MSCI | 33% | 19%
💸 Mastercard $MA | 54% | 13%
🏦 Fair Isaac $FICO | 44% | 26%
💾 Microsoft $MSFT | 30% | 20%
💽 Taiwan Semi $TSM | 24% | 26%
🧬 Novo Nordisk $NVO | 64% | 23%
💰Automatic Data $ADP | 50% | 11%
🖨️ Lam Research $LRCX | 36% | 16%
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15 Quality Stocks ROIC >20% Annually Last 5 Years | Avg ROIC | 5-Year EPS CAGR 💵
💳 Visa $V | 29% | 13%
📸 Meta $META | 27% | 23%
📱 Apple $AAPL | 57% | 18%
☀️ ASML $ASML | 34% | 26%
🚘 Copart $CPRT | 25% | 13%
🏢 NVR Inc $NVR | 30% | 18%
🖱️ Google $GOOG | 26% | 25%
🌐 MSCI Inc $MSCI | 33% | 19%
💸 Mastercard $MA | 54% | 13%
🏦 Fair Isaac $FICO | 44% | 26%
💾 Microsoft $MSFT | 30% | 20%
💽 Taiwan Semi $TSM | 24% | 26%
🧬 Novo Nordisk $NVO | 64% | 23%
💰Automatic Data $ADP | 50% | 11%
🖨️ Lam Research $LRCX | 36% | 16%
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The All-In Podcast
Philippe Laffont Explains His Bull Case for the US Economy: Tokens > Tariffs
@plaffont on E227:
"Tokens to an AI model is like fuel to a car or electricity to a computer. Right?"
"Microsoft said that in their Q1, they processed 100T, 50T alone in March."
"And so the tokens are going basically vertical, which is probably because of these reasoning engines, which are much more sophisticated and require more compute power."
"It's a bit unfair for Trump, but the market did not just go down because of tariffs. "
"If you remember, it went down because people freaked out, 'We're in an AI bubble, AI's not really working, what's the ROI on AI?'"
"That was maybe a third to a half of the problem."
"And I think what Microsoft said is like, CapEx is going up and everybody has a gigantic shortage of chips right now."
"That I know for sure from all of our private companies, public companies, there's a shortage of chips, a shortage of compute power."
"Look at the next year or two, at some point, tariffs go away."
"Trump makes this big deal with deregulation."
"The tax breaks sort of cancel out the tariffs."
"We move on and what are we left with? We're left with tokens."
"All these people that say, 'Oh, this is the end of American exceptionalism.'"
"I almost want to say, 'No, you guys are wrong. This is the beginning!'"
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Philippe Laffont Explains His Bull Case for the US Economy: Tokens > Tariffs
@plaffont on E227:
"Tokens to an AI model is like fuel to a car or electricity to a computer. Right?"
"Microsoft said that in their Q1, they processed 100T, 50T alone in March."
"And so the tokens are going basically vertical, which is probably because of these reasoning engines, which are much more sophisticated and require more compute power."
"It's a bit unfair for Trump, but the market did not just go down because of tariffs. "
"If you remember, it went down because people freaked out, 'We're in an AI bubble, AI's not really working, what's the ROI on AI?'"
"That was maybe a third to a half of the problem."
"And I think what Microsoft said is like, CapEx is going up and everybody has a gigantic shortage of chips right now."
"That I know for sure from all of our private companies, public companies, there's a shortage of chips, a shortage of compute power."
"Look at the next year or two, at some point, tariffs go away."
"Trump makes this big deal with deregulation."
"The tax breaks sort of cancel out the tariffs."
"We move on and what are we left with? We're left with tokens."
"All these people that say, 'Oh, this is the end of American exceptionalism.'"
"I almost want to say, 'No, you guys are wrong. This is the beginning!'"
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App Economy Insights
📊 This Week in Visuals:
🇩🇰 Novo Nordisk $NVO
🚖 Uber $UBER
🛍️ Shopify $SHOP
🤝 MercadoLibre $MELI
📱 AppLovin $APP
📈 Coinbase $COIN and many more!
https://t.co/mbE703Vkan
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📊 This Week in Visuals:
🇩🇰 Novo Nordisk $NVO
🚖 Uber $UBER
🛍️ Shopify $SHOP
🤝 MercadoLibre $MELI
📱 AppLovin $APP
📈 Coinbase $COIN and many more!
https://t.co/mbE703Vkan
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App Economy Insights
What are you watching this week?
• Monday: $MNDY
• Tuesday: $SE $NU $JD $CYBR $ONON
• Wednesday: $CSCO $SONY $TCEHY $CRWV
• Thursday: $WMT $BABA $AMAT $TTWO $NTES
All visualized in our PRO coverage next Saturday. https://t.co/NXM1BE6rDx
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What are you watching this week?
• Monday: $MNDY
• Tuesday: $SE $NU $JD $CYBR $ONON
• Wednesday: $CSCO $SONY $TCEHY $CRWV
• Thursday: $WMT $BABA $AMAT $TTWO $NTES
All visualized in our PRO coverage next Saturday. https://t.co/NXM1BE6rDx
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Dimitry Nakhla | Babylon Capital®
“We do not measure the progress of our investments by what their market prices do during any given year. Rather, we evaluate their performance by the two methods we apply to the businesses we own:
The first test is improvement in earnings, with our making due allowance for industry conditions
The second test is whether their moats (competitive advantages) have widened during the year”
— Warren Buffett 🗣️
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“We do not measure the progress of our investments by what their market prices do during any given year. Rather, we evaluate their performance by the two methods we apply to the businesses we own:
The first test is improvement in earnings, with our making due allowance for industry conditions
The second test is whether their moats (competitive advantages) have widened during the year”
— Warren Buffett 🗣️
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