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Wall St Engine
RT @HebbiaAI: 1/ 🚨 All 3 major rating agencies downgraded U.S. bonds.
Does history suggest a comeback is possible?
We used thousands of AI agents to uncover how other economies navigated downgrades… 👇🧵 https://t.co/xq9QCzMe0o
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RT @HebbiaAI: 1/ 🚨 All 3 major rating agencies downgraded U.S. bonds.
Does history suggest a comeback is possible?
We used thousands of AI agents to uncover how other economies navigated downgrades… 👇🧵 https://t.co/xq9QCzMe0o
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase at $IBP
The CEO has just reported purchasing $450k of the company's stock, increasing his ownership stake by 5%.
This is the first insider purchase we have seen by executives at $IBP in over 3 years.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase at $IBP
The CEO has just reported purchasing $450k of the company's stock, increasing his ownership stake by 5%.
This is the first insider purchase we have seen by executives at $IBP in over 3 years.
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Wall St Engine
TOYOTA TO TAKE TOYOTA INDUSTRIES PRIVATE
Toyota Motor $TM plans to buy out Toyota Industries in a deal worth about ¥6 trillion (~$39B). The group expects to borrow up to $21B to fund the acquisition, with loans covering roughly half the cost. Toyota Industries is expected to accept the offer, which would bring the company fully under Toyota’s control.
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TOYOTA TO TAKE TOYOTA INDUSTRIES PRIVATE
Toyota Motor $TM plans to buy out Toyota Industries in a deal worth about ¥6 trillion (~$39B). The group expects to borrow up to $21B to fund the acquisition, with loans covering roughly half the cost. Toyota Industries is expected to accept the offer, which would bring the company fully under Toyota’s control.
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Wall St Engine
$ASPI INKS LOAN, SUPPLY DEALS WITH TERRAPOWER FOR URANIUM ENRICHMENT PROJECT
ASP Isotopes signed agreements with TerraPower to support a new HALEU enrichment facility in South Africa. TerraPower is backing the project with a multi-advance loan, and has locked in two HALEU supply deals—including one for its Natrium reactor in Wyoming and another 10-year agreement for up to 150 metric tons starting in 2028. The facility targets 15 MTU/year output, with production set to begin in 2027 pending permits. $ASPI says additional funding will be non-dilutive.
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$ASPI INKS LOAN, SUPPLY DEALS WITH TERRAPOWER FOR URANIUM ENRICHMENT PROJECT
ASP Isotopes signed agreements with TerraPower to support a new HALEU enrichment facility in South Africa. TerraPower is backing the project with a multi-advance loan, and has locked in two HALEU supply deals—including one for its Natrium reactor in Wyoming and another 10-year agreement for up to 150 metric tons starting in 2028. The facility targets 15 MTU/year output, with production set to begin in 2027 pending permits. $ASPI says additional funding will be non-dilutive.
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Quiver Quantitative
JUST IN: Robert F. Kennedy Jr. has filed sales of several stocks, including:
- CRISPR Therapeutics, $CRSP
- Apple, $AAPL
- Zscaler, $ZS
He appears to still have up to $5M in Bitcoin. https://t.co/faFoiGgBoZ
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JUST IN: Robert F. Kennedy Jr. has filed sales of several stocks, including:
- CRISPR Therapeutics, $CRSP
- Apple, $AAPL
- Zscaler, $ZS
He appears to still have up to $5M in Bitcoin. https://t.co/faFoiGgBoZ
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Quiver Quantitative
BREAKING: Senator Michael Bennet just introduced a bill to ban politicians from issuing or endorsing memecoins.
It's called the STABLE GENIUS Act. https://t.co/VjF7RRZe5R
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BREAKING: Senator Michael Bennet just introduced a bill to ban politicians from issuing or endorsing memecoins.
It's called the STABLE GENIUS Act. https://t.co/VjF7RRZe5R
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Wall St Engine
Asked how much more $NVDA pays for U.S.-made chips, CEO Jensen Huang said, “I don’t know, it doesn’t matter… it’s very worthwhile"
This comes as local media reports point to TSMC planning a 10% average price hike—possibly up to 30% for 4nm chips made in Arizona, U.S. https://t.co/jW6Rv9Ju9Y
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Asked how much more $NVDA pays for U.S.-made chips, CEO Jensen Huang said, “I don’t know, it doesn’t matter… it’s very worthwhile"
This comes as local media reports point to TSMC planning a 10% average price hike—possibly up to 30% for 4nm chips made in Arizona, U.S. https://t.co/jW6Rv9Ju9Y
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The All-In Podcast
Friedberg's two budget rules to save America from a debt crisis 🇺🇸 💰
1) All current programs revert to pre-COVID spending levels 📉
2) Indefinite pause on all new spending 🛑
@friedberg explains:
"We are in a fiscal crisis and we're not willing to admit it."
"If you are an American, you should feel shame that your elected officials are proposing that we vaporize this much money, that we put ourselves this much further in debt."
"We are now burning an additional $2.5T a year, adding to our debt load."
"And I've said this from day one, that DOGE can only do so much, and at the end of the day, Congress needs to take action."
"And this bill from Congress doesn't take much action."
"If you look across the board, all of these programs are still being proposed to be run at a cost that is well in excess of their pre-COVID levels."
"And so I would set two guiding principles if I was the benevolent dictator of the United States of America."
"My guiding principle number one, would be that any program that we intend to continue to persist have its budget level cut to pre-COVID 2019 levels."
"The second would be that we add no new programs in the moment."
"There's a whole bunch of new sh*t thrown into this bill."
"I'm a big believer in cutting taxes, but at the end of the day, you can't just say, 'Hey, let's cut taxes and spend more than we're making.' It doesn't make sense."
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Friedberg's two budget rules to save America from a debt crisis 🇺🇸 💰
1) All current programs revert to pre-COVID spending levels 📉
2) Indefinite pause on all new spending 🛑
@friedberg explains:
"We are in a fiscal crisis and we're not willing to admit it."
"If you are an American, you should feel shame that your elected officials are proposing that we vaporize this much money, that we put ourselves this much further in debt."
"We are now burning an additional $2.5T a year, adding to our debt load."
"And I've said this from day one, that DOGE can only do so much, and at the end of the day, Congress needs to take action."
"And this bill from Congress doesn't take much action."
"If you look across the board, all of these programs are still being proposed to be run at a cost that is well in excess of their pre-COVID levels."
"And so I would set two guiding principles if I was the benevolent dictator of the United States of America."
"My guiding principle number one, would be that any program that we intend to continue to persist have its budget level cut to pre-COVID 2019 levels."
"The second would be that we add no new programs in the moment."
"There's a whole bunch of new sh*t thrown into this bill."
"I'm a big believer in cutting taxes, but at the end of the day, you can't just say, 'Hey, let's cut taxes and spend more than we're making.' It doesn't make sense."
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Capital Employed
A fresh batch of Q1 2025 fund letters have just been added.
100 letters in total. A treasure trove for ideas and insights >
https://t.co/lJZP1lULJ5
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A fresh batch of Q1 2025 fund letters have just been added.
100 letters in total. A treasure trove for ideas and insights >
https://t.co/lJZP1lULJ5
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Wall St Engine
Today's Key Events (All EST) — 05/20/2025
(All Day): G7 Finance Summit
08:55: US Redbook YoY
09:00: Fed's Bostic
09:00: Fed's Barkin
09:30: Fed's Collins
13:00: Fed's Musalem
17:00: Fed's Kugler
19:00: Fed's Hammack & Daly
Before Open 👇
05:00: $PONY AI
05:00: Bilibili $BILI
05:00: Vipshop Holdings $VIPS
05:25: Elbit Systems $ESLT
06:00: Home Depot $HD
06:00: Amer Sports $AS
06:15: Canaan $CAN
06:30: Eagle Materials $EXP
07:00: Viking Holdings $VIK
07:00: Arbe Robotics $ARBE
07:00: Freightos $CRGO
07:30: $GDS
Nebius Group $NBIS
After Hours 👇
04:05: Palo Alto Networks $PANW
04:05: Keysight Tech $KEYS
04:05: Ontrak $OTRK
04:10: Skyline $SKY
04:15: Modine $MOD
04:15: Auna S.A. $AUNA
04:30: Toll Brothers, Inc. $TOL
04:30: Ellington Residential Mortgage REIT $EARN
04:30: ViaSat $VSAT
04:35: XP Inc. $XP
After Close: Tuya $TUYA
06:00: ZTO Express $ZTO
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Today's Key Events (All EST) — 05/20/2025
(All Day): G7 Finance Summit
08:55: US Redbook YoY
09:00: Fed's Bostic
09:00: Fed's Barkin
09:30: Fed's Collins
13:00: Fed's Musalem
17:00: Fed's Kugler
19:00: Fed's Hammack & Daly
Before Open 👇
05:00: $PONY AI
05:00: Bilibili $BILI
05:00: Vipshop Holdings $VIPS
05:25: Elbit Systems $ESLT
06:00: Home Depot $HD
06:00: Amer Sports $AS
06:15: Canaan $CAN
06:30: Eagle Materials $EXP
07:00: Viking Holdings $VIK
07:00: Arbe Robotics $ARBE
07:00: Freightos $CRGO
07:30: $GDS
Nebius Group $NBIS
After Hours 👇
04:05: Palo Alto Networks $PANW
04:05: Keysight Tech $KEYS
04:05: Ontrak $OTRK
04:10: Skyline $SKY
04:15: Modine $MOD
04:15: Auna S.A. $AUNA
04:30: Toll Brothers, Inc. $TOL
04:30: Ellington Residential Mortgage REIT $EARN
04:30: ViaSat $VSAT
04:35: XP Inc. $XP
After Close: Tuya $TUYA
06:00: ZTO Express $ZTO
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