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Yellowbrick Investing
Added 55 new stock write-ups to the site (pt 1):
@LuxOpesResearch (quick overviews) - $SHEL.L, $ULVR.L, $TKA.DE, $ANA.MC, $KOF.PA, $RIEN.SW, $LOUP.PA, $BAS.DE, $OMV.F, $RDC.DE, $VLA.PA
@SFarringtonBKC - $GMX.TO
@vk250382 - $KITW.L (overview)
@RaasGroup - $CTE.AX https://t.co/OfoulZwsyf
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Offshore
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Yellowbrick Investing
Added 55 new stock write-ups to the site (pt 2):
@East72Dynasty (fund letter) - $BOL.PA, $EXO.AS, $UHR.SW
@BlokeOak57182 - $AVAP.L
@ASB_Partners - $FPH (neutral)
@FluentInQuality - $TGLS, $TVK.TO, $SEZL, $YETI, $DPLM.L, $AUB.AX, $HEM.ST, $VIT-B.ST https://t.co/TWRXJW3krr
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Investing visuals
$SPY top 10 holdings account for 38% of the total index right now.

Top 3:
• $NVDA: 7.3%
• $MSFT: 7%
• $AAP: 6% https://t.co/VnRhP9G2rt
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Dimitry Nakhla | Babylon Capital®
RT @ecommerceshares: $GOOG is now the only full-stack player in Cloud & AI. Huge advantage in terms of data, security, simplicity and governance.

$MSFT still runs ChatGPT, while $AMZN has no workspace apps, email etc. OpenAI meanwhile lacks cloud, data storage, email, enterprise apps etc…

$GOOGL just launched Gemini Enterprise, its new agentic AI platform built to compete with Microsoft and OpenAI.

The platform unifies Google’s latest Gemini models, a no-code workbench, customizable business agents, and a secure data layer, all managed under one governance system for tracking and auditing.

Google says Gemini Enterprise can integrate across an entire organization to automate workflows and boost productivity, with major potential in healthcare and life sciences where agents can cut regulatory review times and reduce errors.

The product marks Google’s full entry into the AI agent platform race, following OpenAI’s AgentKit launch earlier this week.
- Wall St Engine
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Offshore
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Yellowbrick Investing
Added 55 new stock write-ups to the site (pt final):
@Quality_stocksA - $PAYX (overview)
@HealthStockPick - $3600.HK (update)
@IdeaBrunchEmail (w/ Sophon Capital) - $GRVY, $TBRD.V, $SMCRT.OL
@BastianelliLore - $LMND
@Unclestocknotes - $ONDS (update)
and more... https://t.co/bVrkhk0kNh
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