Offshore
Photo
Investing visuals
You're given $100,000. Would you invest it in $TSLA or $BYD? https://t.co/TxiDrT1KJZ
tweet
You're given $100,000. Would you invest it in $TSLA or $BYD? https://t.co/TxiDrT1KJZ
tweet
Offshore
Photo
Wall St Engine
UPCOMING KEY EVENTS – WEEK OF MAY 18, 2025
Mon: $ZIM, $TCOM
Tues: $HD, $BILI, $PANW
Wed: Crude Oil + $LOW, $TJX, $BIDU, $SNOW
Thu: PMIs + $ADI, $INTU, $WDAY, $CPRT
Fri: New Home Sales https://t.co/voHYtWiTRW
tweet
UPCOMING KEY EVENTS – WEEK OF MAY 18, 2025
Mon: $ZIM, $TCOM
Tues: $HD, $BILI, $PANW
Wed: Crude Oil + $LOW, $TJX, $BIDU, $SNOW
Thu: PMIs + $ADI, $INTU, $WDAY, $CPRT
Fri: New Home Sales https://t.co/voHYtWiTRW
tweet
Offshore
Photo
Investing visuals
Another packed earnings week ahead! Some notable names:
• Tuesday: $PANW
• Wednesday: $BIDU, $ZM, $WIX
• Thursday: $ADSK, $INTU, $WDAY
Which are you looking forward to most? https://t.co/m9lSA6xVOZ
tweet
Another packed earnings week ahead! Some notable names:
• Tuesday: $PANW
• Wednesday: $BIDU, $ZM, $WIX
• Thursday: $ADSK, $INTU, $WDAY
Which are you looking forward to most? https://t.co/m9lSA6xVOZ
tweet
Offshore
Photo
Wall St Engine
RT @wallstengine: I try to stick to one niche here on X/Twitter. If you want more from me—like exclusive trade setups, opinions, earnings highlights, news, option flow and much more—join me on Discord with other great analysts and members.
Use code 'WALL20' for 20% off ▶️ https://t.co/tQbdKft9ao
tweet
RT @wallstengine: I try to stick to one niche here on X/Twitter. If you want more from me—like exclusive trade setups, opinions, earnings highlights, news, option flow and much more—join me on Discord with other great analysts and members.
Use code 'WALL20' for 20% off ▶️ https://t.co/tQbdKft9ao
tweet
Offshore
Photo
The All-In Podcast
David Friedberg Destroys the House Spending Bill: "Americans should be ashamed."
"If you are an American, you should feel shame that your elected officials are proposing that this is the bill that gets passed."
"Absolute disgraziad."
"That we vaporize this much money, that we put ourselves this much further in debt, that we do not treat the situation as the fiscal emergency that it is."
" We are now burning an additional $2.5T a year adding to our debt load."
"We are in a fiscal crisis and we're not willing to admit it."
" And I've said this from day one that DOGE can only do so much. And clearly that's the case where they're now talking about sub $300B a year in potential annual savings from DOGE action."
" At the end of the day, Congress needs to take action and this bill from Congress doesn't take much action."
During our 2025 Predictions Show in early January, Friedberg created a market on whether the US national debt would exceed $38T in 2025.
According to Polymarket, there is now an 80% chance that the debt WILL exceed $38T this year.
tweet
David Friedberg Destroys the House Spending Bill: "Americans should be ashamed."
"If you are an American, you should feel shame that your elected officials are proposing that this is the bill that gets passed."
"Absolute disgraziad."
"That we vaporize this much money, that we put ourselves this much further in debt, that we do not treat the situation as the fiscal emergency that it is."
" We are now burning an additional $2.5T a year adding to our debt load."
"We are in a fiscal crisis and we're not willing to admit it."
" And I've said this from day one that DOGE can only do so much. And clearly that's the case where they're now talking about sub $300B a year in potential annual savings from DOGE action."
" At the end of the day, Congress needs to take action and this bill from Congress doesn't take much action."
During our 2025 Predictions Show in early January, Friedberg created a market on whether the US national debt would exceed $38T in 2025.
According to Polymarket, there is now an 80% chance that the debt WILL exceed $38T this year.
tweet
Offshore
Video
The All-In Podcast
Chamath: America Must Monetize its Assets to Avoid Becoming a "Second and Third Tier Country" 🇺🇸
"We are talking about a potential debt spiral on the one hand, we're talking about cutting entitlements on the other, and people wanna run around and basically say, 'Don't do anything.'"
"Well, 'don't do anything' is not an option."
"So yeah, monetize the assets."
"You may not like the way that Trump says it when he says 'Drill, baby, drill,' but the actual outcome is the same."
"We need to monetize."
"We need to generate revenue in the United States as quickly as possible."
"We need to do the things that maintain technical supremacy."
"We need to do the things that maintain political supremacy."
"If we don't, we will be a second and third tier country."
"Why does anybody in America want that?"
"If you're an American citizen that wants that, go to another country."
tweet
Chamath: America Must Monetize its Assets to Avoid Becoming a "Second and Third Tier Country" 🇺🇸
"We are talking about a potential debt spiral on the one hand, we're talking about cutting entitlements on the other, and people wanna run around and basically say, 'Don't do anything.'"
"Well, 'don't do anything' is not an option."
"So yeah, monetize the assets."
"You may not like the way that Trump says it when he says 'Drill, baby, drill,' but the actual outcome is the same."
"We need to monetize."
"We need to generate revenue in the United States as quickly as possible."
"We need to do the things that maintain technical supremacy."
"We need to do the things that maintain political supremacy."
"If we don't, we will be a second and third tier country."
"Why does anybody in America want that?"
"If you're an American citizen that wants that, go to another country."
tweet
AkhenOsiris
Someone check up on @DivesTech and @munster_gene , they've been telling us about Apple AI-driven supercycle (without any fundamental checks to back it up).
BBG:
“This is a crisis,” says a senior member of Apple’s AI team. A different team member compares the effort to a foundering ship: “It’s been sinking for a long time.” According to internal data described to Bloomberg Businessweek, the company’s technology remains years behind the competition’s."
tweet
Someone check up on @DivesTech and @munster_gene , they've been telling us about Apple AI-driven supercycle (without any fundamental checks to back it up).
BBG:
“This is a crisis,” says a senior member of Apple’s AI team. A different team member compares the effort to a foundering ship: “It’s been sinking for a long time.” According to internal data described to Bloomberg Businessweek, the company’s technology remains years behind the competition’s."
tweet
Wall St Engine
Today's Key Events (All EST) — 05/19/2025
08:30: Fed's Bostic
08:45: Fed's Jefferson
08:45: Fed's Williams
10:00: Trump Speaks to Putin (Phone Call)
10:00: US Leading Index
13:15: Fed's Logan
13:30: Fed's Kashkari
14:45: Fed's Bostic
15:00: Trump at Bill Signing Ceremony
Before Open 👇
02:05: $ICL
07:00: $ZIM
07:05: Gilat Satellite $GILT
08:00: Global Ship Lease, Inc. $GSL
After Hours 👇
16:00: Transcat $TRNS
16:05: Agilysys $AGYS
16:05: 8x8 $EGHT
16:05: Safe Bulkers $SB
17:00: Trip:com $TCOM
18:00: Qifu Technology $QFIN
tweet
Today's Key Events (All EST) — 05/19/2025
08:30: Fed's Bostic
08:45: Fed's Jefferson
08:45: Fed's Williams
10:00: Trump Speaks to Putin (Phone Call)
10:00: US Leading Index
13:15: Fed's Logan
13:30: Fed's Kashkari
14:45: Fed's Bostic
15:00: Trump at Bill Signing Ceremony
Before Open 👇
02:05: $ICL
07:00: $ZIM
07:05: Gilat Satellite $GILT
08:00: Global Ship Lease, Inc. $GSL
After Hours 👇
16:00: Transcat $TRNS
16:05: Agilysys $AGYS
16:05: 8x8 $EGHT
16:05: Safe Bulkers $SB
17:00: Trip:com $TCOM
18:00: Qifu Technology $QFIN
tweet
Wall St Engine
JAPAN WON’T RUSH U.S. TRADE DEAL, ISHIBA SAYS
Japan’s 🇯🇵 PM Shigeru Ishiba says Tokyo won’t compromise national interests just to meet time limits in trade talks with the U.S., stressing Japan won’t accept a deal that skips the 25% car tariff. “We will not follow other countries simply because they are moving forward,” he said.
Talks continue this week as Japan pushes for full tariff exemptions, even with a 24% across-the-board levy set to return in July.
(Source: Bloomberg)
tweet
JAPAN WON’T RUSH U.S. TRADE DEAL, ISHIBA SAYS
Japan’s 🇯🇵 PM Shigeru Ishiba says Tokyo won’t compromise national interests just to meet time limits in trade talks with the U.S., stressing Japan won’t accept a deal that skips the 25% car tariff. “We will not follow other countries simply because they are moving forward,” he said.
Talks continue this week as Japan pushes for full tariff exemptions, even with a 24% across-the-board levy set to return in July.
(Source: Bloomberg)
tweet
Offshore
Photo
Wall St Engine
US 30-YEAR TREASURY YIELD RISES TO 5.02%, HIGHEST SINCE NOV. 2023 https://t.co/iAQZlT53M8
tweet
US 30-YEAR TREASURY YIELD RISES TO 5.02%, HIGHEST SINCE NOV. 2023 https://t.co/iAQZlT53M8
tweet