Offshore
Photo
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
tweet
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
tweet
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 🗣️
tweet
“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 🗣️
tweet
Offshore
Photo
Wall St Engine
RT @wallstengine: Morgan Stanley sees AI infrastructure spend topping $3T by 2028. That includes $2.6T on data centers (chips + servers), $210–330B on new power generation, and likely hundreds of billions more for grid upgrades. https://t.co/TkO2JXuVTx
tweet
RT @wallstengine: Morgan Stanley sees AI infrastructure spend topping $3T by 2028. That includes $2.6T on data centers (chips + servers), $210–330B on new power generation, and likely hundreds of billions more for grid upgrades. https://t.co/TkO2JXuVTx
tweet
Offshore
Photo
Wall St Engine
Apollo’s “Voluntary Trade Reset” timeline points to a summer 2025 recession. Since the April 2 tariffs, China-to-U.S. shipping has slowed. As trucking demand drops, retail and freight layoffs may follow by June—showing how self-imposed trade shifts could cool the economy fast. https://t.co/5dOJDPp1kl
tweet
Apollo’s “Voluntary Trade Reset” timeline points to a summer 2025 recession. Since the April 2 tariffs, China-to-U.S. shipping has slowed. As trucking demand drops, retail and freight layoffs may follow by June—showing how self-imposed trade shifts could cool the economy fast. https://t.co/5dOJDPp1kl
tweet
Offshore
Photo
Wall St Engine
Netflix $NFLX is revamping its TV homepage for a cleaner, more intuitive experience, with better visibility for live events, games & recommendations. They're also testing an OpenAI-powered chatbot on mobile to help users search with natural phrases like “funny but not too scary” https://t.co/NA1SV98LpE
tweet
Netflix $NFLX is revamping its TV homepage for a cleaner, more intuitive experience, with better visibility for live events, games & recommendations. They're also testing an OpenAI-powered chatbot on mobile to help users search with natural phrases like “funny but not too scary” https://t.co/NA1SV98LpE
tweet
Offshore
Photo
Wall St Engine
U.S. M&A deal value has fell to its lowest level in over 3 years, continuing a steady decline in early 2025 amid an environment of elevated policy uncertainty. https://t.co/48KptL59tl
tweet
U.S. M&A deal value has fell to its lowest level in over 3 years, continuing a steady decline in early 2025 amid an environment of elevated policy uncertainty. https://t.co/48KptL59tl
tweet
Offshore
Photo
Wall St Engine
Trump says Saturday’s U.S.-China talks in Switzerland were “very good” with “much agreed to” and calls it a “total reset” done in a friendly but constructive way.
Talks will continue Sunday. https://t.co/6HWDKiDpMS
tweet
Trump says Saturday’s U.S.-China talks in Switzerland were “very good” with “much agreed to” and calls it a “total reset” done in a friendly but constructive way.
Talks will continue Sunday. https://t.co/6HWDKiDpMS
tweet
Offshore
Photo
Investing visuals
Which company should I cover next after $PLTR and $HIMS?
Drop your pick in the comments — the one with the most likes will be the next visual breakdown👇
tweet
Which company should I cover next after $PLTR and $HIMS?
Drop your pick in the comments — the one with the most likes will be the next visual breakdown👇
$HIMS visualized:
• Sentiment
• How they make money
• Revenue breakdown
• Revenue and FCF growth
• Margins
• Balance sheet
• Valuation
• One-pager business breakdown
A thread 🧵👇 https://t.co/3XdGNixqv3 tweet
Offshore
Photo
Investing visuals
$GOOGL vs $MSFT: how would you divide $10.000 between these two? https://t.co/EMw863lUQe
tweet
$GOOGL vs $MSFT: how would you divide $10.000 between these two? https://t.co/EMw863lUQe
tweet