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Quiver Quantitative
NEW: Senators Mark Kelly and Jon Ossoff just posted this video on congressional stock trading.

@SenMarkKelly and @ossoff are two of the only senators to put their portfolios into a blind trust.

https://t.co/RjrhCi25us
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Wall St Engine
Join one of the BEST Discord trading communities out there — get 30% OFF for life with code MEMORIAL

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All the analysts on Discord are super active and really engaged.

Offer ends May 28th, 11am
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Capital Employed
FRESH OFF THE PRESS 🔥

Investor interview #114 with Erling Sorenson from Aligned Capital Partnership.

Erling doesn't usually share ideas so this is a real treat. Discusses an Aussie microcap that's trading well below it's NAV + much more.

https://t.co/wPEs6Zz2Su https://t.co/Wv5iXGK5OH
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Quality Investing 📖

Commentary on Network Effects remind me of companies like $MELI $AMZN $CPRT $ICE $CME $NDAQ $MSCI $CBOE https://t.co/MDz7woZcht
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The All-In Podcast
🚨classic episode alert: the besties are BACK!🚨

-- bond market chaos

-- GOP abandons DOGE as the house passes the "big, beautiful bill"

-- google's big week: disrupting search with ai and diversifying revenue away from ads

-- openai acquires jony ive's startup for $6.5b

-- sacks breaks down ai diplomacy in the middle east

-- science corner: CRISPR therapy milestone

-- is energy production the solution to america's fiscal problems?

(0:00) today's topics and bestie intros!

(2:49) bond market chaos, gop abandons doge, trump's big, beautiful bill passes the house

(38:15) google's big week: ai in search, roadmap to diversifying revenue

(46:49) openai acquires jony ive's design startup for $6.5b

(57:09) ai diplomacy: sacks breaks down his trip to the middle east and the datacenter deals

(1:15:25) science corner: crispr breakthrough!

(1:23:02) how increased energy production could solve america's fiscal problems
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Investing visuals
Some major earnings next week! Notable names:

• Tuesday: $OKTA
• Wednesday: $NVDA, $CRM, $VEEV, $S
• Thursday: $COST, $ZS https://t.co/DMOLbWNlYo
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App Economy Insights
📊 This Week in Visuals

Intuit $INTU
🔒 Palo Alto $PANW
👔 Workday $WDAY
🏗️ Autodesk $ADSK
❄️ Snowflake $SNOW
🎯 Target $TGT
🖥️ Zoom $ZM and more!
https://t.co/KVJBKan8Yj
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App Economy Insights
What are you watching this week?

• Tuesday: $PDD $OKTA
• Wednesday: $NVDA $CRM $AI $VEEV $S $SNPS
• Thursday: $MRVL $COST $DELL $ESTC $ZS $BBY

All visualized in our PRO coverage on Saturday. https://t.co/RfgyBnLTc5
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App Economy Insights
What are you watching this week?

• Tuesday: $PDD $OKTA
• Wednesday: $NVDA $CRM $AI $VEEV $S $SNPS
• Thursday: $MRVL $COST $ESTC $ZS $BBY

All visualized in our PRO coverage on Saturday. https://t.co/3HqEd3UcSr
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Wall St Engine
UPCOMING KEY EVENTS – WEEK OF MAY 25, 2025

Mon: U.S. Markets are Closed
Tues: $PDD, $AZO, $OKTA
Wed: FOMC Minutes + $M, $DKS, $NVDA, $CRM, $ELF
Thu: $BBY, $RY, $FL, $COST, $MRVL, $ZS, $ULTA https://t.co/DpknJp1ymH
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Wall St Engine
Nvidia $NVDA plans to release a new China-compliant Blackwell-based AI chip priced around $6,500–$8,000—cheaper than the $10K–$12K H20 model banned by U.S. export rules. The chip uses GDDR7 memory & skips TSMC’s CoWoS packaging. Mass production may start as early as June - RTRS
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Wall St Engine
Elon Musk says he's back to spending 24/7 at work, sleeping in conference rooms, server rooms, and factories. Says he has to stay super focused on X, xAI, and $TSLA — plus there's a Starship launch next week. https://t.co/xj9RiQxM21
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