building your club of equities, don’t buy a bench player in place of Lionel Messi or Cristiano Ronaldo. You’d just be downgrading your team & winning less.

If you made it this far, hope this helped!

Feel free to share your starting XI 😉

#stocks #investing

$BMY currently trades for a 17.32% FCF Yield, doubling its 10-year average FCF Yield of 8.46%

Is $BMY a value trap or is it undervalued?

I will share my thoughts on $BMY once the poll is complete 👇🏽

#stocks #investing
- Value Trap 📉
- Undervalued 📈 - Dimitry Nakhla | Babylon Capital®
tweet

⁠Wall St Engine
$UBER and Momenta has inked a deal to roll out Robotaxis in international markets starting in Europe in early 2026. The cars will include safety operators on board, but the goal is clear: Uber’s looking to scale autonomous rides globally by combining its platform with Momenta’s AV tech.
tweet

⁠Wall St Engine
Of the 350 S&P 500 $SPX companies that have reported so far—about 70% of the index—77% have topped estimates, with a median beat of 6%. - Fundstrat
tweet

⁠Wall St Engine
RT @wallstengine: Japan’s 🇯🇵 Finance Minister Kato says the country’s massive U.S. 🇺🇸 Treasury holdings are on the table as leverage in trade negotiations, but adds that whether they’ll actually play that card is a separate decision.
tweet

⁠Wall St Engine
Amazon $AMZN just added to its NYC footprint with the purchase of 522 Fifth Ave, a 23-story tower near Grand Central. No price disclosed. Comes as demand grows for office space near transit hubs. It’s Amazon’s second big Midtown move since the $1B Lord & Taylor buy in 2020. https://t.co/GIlInm0HxK
tweet

⁠Wall St Engine
$AAPL TEAMS UP WITH ANTHROPIC TO BRING AI TO XCODE

Apple is working with Anthropic to build a new AI coding tool inside Xcode, using Claude Sonnet to help engineers write, edit, and test code. Internally called “vibe-coding,” the platform could roll out to third-party developers if tests go well. Apple’s shifting its AI approach after delays with its own Swift Assist tool, showing it's more open to partnerships to catch up in the generative AI race. As one Apple exec put it, “We are pleased with the progress we’re making,” but this move shows Apple knows it still has ground to cover.

Source: Bloomberg
tweet

⁠Quiver Quantitative
JUST IN: Speaker Mike Johnson has said that he's open to conversations about banning congressional stock trading. https://t.co/OHYQAvbD7H
tweet

⁠Wall St Engine
Polymarket odds for Fed moves:

May: 99% chance of no change
June: 63% chance of no change
July: 45% chance of no change https://t.co/kYGYOdQ1ZS
tweet

⁠Wall St Engine
The FDA has accepted Novo Nordisk’s $NVO filing for its oral semaglutide 25mg as a treatment for obesity. A final decision is expected in Q4 2025. If approved, it would mark the first oral GLP-1 therapy available for weight management.
tweet

⁠Investing visuals
Which of these is your highest-conviction pick? https://t.co/F7vkUz3ooL
tweet

⁠Wall St Engine
NIKE $NKE, ADIDAS AND OTHERS ASK TRUMP FOR TARIFF EXEMPTION: CNBC
tweet

⁠Wall St Engine
$NVDA CEO Jensen Huang pulled in $344M in “comp actually paid” last year — thanks to Nvidia’s 171% gain in 2024, creating over $2T in market value. That’s over 6x his official $50M salary and more than what 738 Russell 2000 companies made in revenue last year. https://t.co/Znx8woV7I5
tweet