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Wall St Engine
A new COVID strain from China, NB.1.8.1, is spreading in the U.S., including NYC, per the CDC. First detected in late March among international travelers, the variant has already caused surging hospitalizations across Asia.
China saw ER visits for COVID double in a month, with over 6% of hospitalized patients now infected. Hong Kong reported 81 severe cases and 30 deaths in four weeks, mostly among the elderly. While the CDC says U.S. cases remain low, experts warn the variant spreads faster than previous strains and could evade vaccine protection.
(Source: NY Post)
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A new COVID strain from China, NB.1.8.1, is spreading in the U.S., including NYC, per the CDC. First detected in late March among international travelers, the variant has already caused surging hospitalizations across Asia.
China saw ER visits for COVID double in a month, with over 6% of hospitalized patients now infected. Hong Kong reported 81 severe cases and 30 deaths in four weeks, mostly among the elderly. While the CDC says U.S. cases remain low, experts warn the variant spreads faster than previous strains and could evade vaccine protection.
(Source: NY Post)
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 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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RT @DimitryNakhla: 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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Quiver Quantitative
UPDATE....
One year ago, we noticed a US politician buying stock in a German arms manufacturer.
We posted this report.
The stock has now risen 268% since the trade. https://t.co/liTNAXwBeu
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UPDATE....
One year ago, we noticed a US politician buying stock in a German arms manufacturer.
We posted this report.
The stock has now risen 268% since the trade. https://t.co/liTNAXwBeu
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App Economy Insights
🏁 It’s not just racing.
F1 is a cash-generating machine. 💵 https://t.co/kk5psPal8m
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🏁 It’s not just racing.
F1 is a cash-generating machine. 💵 https://t.co/kk5psPal8m
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The All-In Podcast
more great content from all-in live miami dropping soon! 🚨🔥🌴
thanks to @orion180ins for helping make it happen!
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more great content from all-in live miami dropping soon! 🚨🔥🌴
thanks to @orion180ins for helping make it happen!
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App Economy Insights
$PDD Pinduoduo Q1 FY25:
Slowest growth since 2022.
• Revenue +10% Y/Y to $13.2B ($1.2B miss).
• Operating margin 17% (-13pp Y/Y).
• Non-GAAP EPS $1.56 ($1.08 miss).
Stock down -15%. https://t.co/EaihGf3IVn
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$PDD Pinduoduo Q1 FY25:
Slowest growth since 2022.
• Revenue +10% Y/Y to $13.2B ($1.2B miss).
• Operating margin 17% (-13pp Y/Y).
• Non-GAAP EPS $1.56 ($1.08 miss).
Stock down -15%. https://t.co/EaihGf3IVn
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