⁠Hidden Value Gems
Tel-Aviv stock exchange share price is sky rocketing: +53% YTD.

Probably lots of AI related companies with exposure to the US.

Still would not have expected such strong performance 👇🏼 https://t.co/yHrzFPGLzc
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⁠Investing visuals
How the Magnificent 7 make money, ranked from most to least profitable.

A thread 🧵👇

1 – $GOOGL generated $34.4B net income in Q1, boosted by unrealized gains on non-marketable equity securities.

Around $8B came from their SpaceX stake. https://t.co/hCED7hf0bm
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⁠Hidden Value Gems
Good call!

🚨 This 'trade war' will be over soon!

Why? Simple. Just follow the money.

A substantial percentage of most US retailers' products, especially on the more affordable end, are sourced in China.

Walmart is a great example, being the largest of them all and also sourcing a disproportionate amount from China.

Both sides will ultimately settle and settle soon. Not at zero but at a reasonable tariff which, from the perspective of the US, is also justified considering the various trade obstacles China has put in place.

In return, China will help with Russia and avoid domestic tensions from weaker manufacturing. Never forget: the one thing a 'communist' government cannot afford is social unrest.

So, don't get too obsessed with the current trade skirmish and focus on the bigger picture.

And enjoy the sunshine... - Marco Pabst
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⁠Investing visuals
$V vs $MA: a side-by-side of two high quality compounders 💎 https://t.co/Ct4KRRh8Sf
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⁠The All-In Podcast
RT @chamath: We launched our ultra premium tequila today in LA at Delilah’s. https://t.co/aVdbNP9YWP
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⁠Quiver Quantitative
JUST IN: Representative Thomas Massie says that Congress wasn't briefed on the attack on Iran.

Says that there should have been debate on the War Powers Resolution introduced by him and Rep. Ro Khanna.
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⁠The All-In Podcast
Waymo's Approach to Self-Driving: Building the World's Greatest Driver

As Waymo gears up to start testing in NYC, here is Co-CEO Tekedra Mawakana explaining their "One Driver" approach at last year's All-In Summit:

" We drive in a week more than a human drives in a lifetime."

"You can say that as a company that runs fleets, but we're the only company where it's one driver."

"That's not the way the world is organized right now."

"Everyone has a lot of drivers, and all of those drivers have different capabilities."

"This is one driver learning all the time in unison."

"What can we demonstrate that's possible?"

"What are policy makers five years from now really going to want to know and how will they be able to derive from what we're doing today?"

Recorded at the 2024 All-In Summit

@TechTekedra @Waymo
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⁠Dimitry Nakhla | Babylon Capital®
Stock market futures open down less than -1.00%

Crude oil opens up less than +3.00%

$SPY $DJI $QQQ $WTI https://t.co/PtfQ3up5Xm
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⁠Dimitry Nakhla | Babylon Capital®
RT @naval: You get paid for being right first, and to be first, you can't wait for consensus.
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⁠Quiver Quantitative
BREAKING: Donald Trump has launched a PAC to remove Thomas Massie from Congress, per Axios.

Massie has is one of the only Republicans who has opposed strikes on Iran and raising the debt limit.
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⁠Investing visuals
$MSFT is now trading at twice the valuation of $GOOGL despite nearly identical revenue growth🤔 https://t.co/6zLNnjkvaN
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