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Wall St Engine
Happy Memorial Day! 🇺🇸
Enjoy 30% off any package for LIFE with code 'MEMORIAL'
Get detailed earnings highlights, faster news, in-depth research, trade-ideas, option flow, daily live streams, & more with the best community & team out there!
Get access➡️ https://t.co/tQbdKfsBkQ https://t.co/qFsonH3Cdn
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Happy Memorial Day! 🇺🇸
Enjoy 30% off any package for LIFE with code 'MEMORIAL'
Get detailed earnings highlights, faster news, in-depth research, trade-ideas, option flow, daily live streams, & more with the best community & team out there!
Get access➡️ https://t.co/tQbdKfsBkQ https://t.co/qFsonH3Cdn
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Hidden Value Gems
We can always do things faster if we know them well. But something that we know well often gets boring.
New stuff is more exciting but takes longer to accomplish.
This is just my random Monday thought. I think the point is not to be discouraged by boring stuff; it may be that you are just much more efficient.
But don’t always focus on efficiency as you will miss the new exciting stuff.
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We can always do things faster if we know them well. But something that we know well often gets boring.
New stuff is more exciting but takes longer to accomplish.
This is just my random Monday thought. I think the point is not to be discouraged by boring stuff; it may be that you are just much more efficient.
But don’t always focus on efficiency as you will miss the new exciting stuff.
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Investing visuals
AI is just getting started. Companies I believe will benefit most in each phase:
• Phase 1: $NVDA, $ASML, $AMD, $TSMC, $NBIS
• Phase 2: $MSFT, $META, $GOOGL, $AMZN
• Phase 3: $PLTR, $NOW, $TEM, $DDOG, $NET
• Phase 4: $CRWD, $PANW, $TEAM, $CRM, $SHOP https://t.co/jT94xVTE4y
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AI is just getting started. Companies I believe will benefit most in each phase:
• Phase 1: $NVDA, $ASML, $AMD, $TSMC, $NBIS
• Phase 2: $MSFT, $META, $GOOGL, $AMZN
• Phase 3: $PLTR, $NOW, $TEM, $DDOG, $NET
• Phase 4: $CRWD, $PANW, $TEAM, $CRM, $SHOP https://t.co/jT94xVTE4y
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Quiver Quantitative
BREAKING: Representative Byron Donalds just filed new stock trades.
One of them stood out.
He bought stock in Amphenol, $APH.
We'd never seen him trade this stock before.
The company released a strong earnings report right after he bought in.
The stock is now up 33% since his purchase.
Full trade list up on Quiver.
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BREAKING: Representative Byron Donalds just filed new stock trades.
One of them stood out.
He bought stock in Amphenol, $APH.
We'd never seen him trade this stock before.
The company released a strong earnings report right after he bought in.
The stock is now up 33% since his purchase.
Full trade list up on Quiver.
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Dimitry Nakhla | Babylon Capital®
Take a look at $CRM quarterly revenue over the past 10 years (40 quarters) & annual revenue for the past 20 years 🤯
1. Revenue increased in 38/40 quarters
2. Revenue increased in 20/20 years
It doesn’t get more predictable than $CRM
$CRM trades for a 5.1% (NTM) FCF Yield 💰 https://t.co/W1w7xPMQxm
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Take a look at $CRM quarterly revenue over the past 10 years (40 quarters) & annual revenue for the past 20 years 🤯
1. Revenue increased in 38/40 quarters
2. Revenue increased in 20/20 years
It doesn’t get more predictable than $CRM
$CRM trades for a 5.1% (NTM) FCF Yield 💰 https://t.co/W1w7xPMQxm
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Wall St Engine
MEMORIAL DAY WEEKEND BOX OFFICE RECORD:
Lilo & Stitch opened to $183M in the U.S., breaking the Memorial Day weekend record and beating Top Gun: Maverick's $160M debut.
Mission: Impossible – The Final Reckoning brought in $77M domestic, the best opening in the franchise’s history, and hit $205M globally.
Total U.S. box office for the long weekend reached $322M — the highest ever for Memorial Day.
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MEMORIAL DAY WEEKEND BOX OFFICE RECORD:
Lilo & Stitch opened to $183M in the U.S., breaking the Memorial Day weekend record and beating Top Gun: Maverick's $160M debut.
Mission: Impossible – The Final Reckoning brought in $77M domestic, the best opening in the franchise’s history, and hit $205M globally.
Total U.S. box office for the long weekend reached $322M — the highest ever for Memorial Day.
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Offshore
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The All-In Podcast
Senator Ron Johnson on Republicans cutting spending: "This is our one opportunity. And right now we're blowing it."
@RonJohnsonWI's response to the House passing the Big, Beautiful Bill:
"I've heard people rationalize this. And I mean, important people rationalize, you know, 'Just go along with this. This is what we have to do to win the majority, maintain the majority in the House in 2027.'"
"Well, what good is a majority if you literally don't solve the problems that you're aware of?"
"Oh, so when we have the majority in 2027, then we're gonna actually turn the spending curve down. That's what we're gonna return to pre-pandemic level spending? I don't buy it."
"This is our one opportunity. And right now we're blowing it. And I'm gonna do everything I can to make sure we don't blow it."
"I don't discount the fact that we may lose the House. We may lose the Senate."
"But I would say we'd do that because we're not solving these problems."
"We're gonna be looked at as unserious."
"Our base is gonna go, 'Why did we elect you guys? You didn't take the bull by the horns. You didn't solve this problem. You're really no better than Democrats.'"
"I think we have to be concerned about that."
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Senator Ron Johnson on Republicans cutting spending: "This is our one opportunity. And right now we're blowing it."
@RonJohnsonWI's response to the House passing the Big, Beautiful Bill:
"I've heard people rationalize this. And I mean, important people rationalize, you know, 'Just go along with this. This is what we have to do to win the majority, maintain the majority in the House in 2027.'"
"Well, what good is a majority if you literally don't solve the problems that you're aware of?"
"Oh, so when we have the majority in 2027, then we're gonna actually turn the spending curve down. That's what we're gonna return to pre-pandemic level spending? I don't buy it."
"This is our one opportunity. And right now we're blowing it. And I'm gonna do everything I can to make sure we don't blow it."
"I don't discount the fact that we may lose the House. We may lose the Senate."
"But I would say we'd do that because we're not solving these problems."
"We're gonna be looked at as unserious."
"Our base is gonna go, 'Why did we elect you guys? You didn't take the bull by the horns. You didn't solve this problem. You're really no better than Democrats.'"
"I think we have to be concerned about that."
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