𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. - Dimitry Nakhla | Babylon Capital® tweet

⁠Wall St Engine
DUOLINGO HAD ITS BEST DAY SINCE FEB 2024

$DUOL popped 21% to all-time highs after crushing earnings and raising full-year guidance across the board — revenue, EBITDA, and margins. https://t.co/K9wkgJcXP3
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⁠Wall St Engine
ARE BULLS BACK IN CHARGE?

$SPY +2.90% 🟩
$QQQ +3.45% 🟩
$DJI +3.00% 🟩
$IWM +3.26% 🟩

Here's a final weekly heatmap of S&P 500
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⁠Wall St Engine
S&P 500 RISES FOR NINTH DAY IN LONGEST WIN STREAK SINCE 2004
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⁠Wall St Engine
This week’s newsletter is gonna be a good one. If you’re already subscribed, keep an eye out. If not, now’s a good time to sign up. Link’s in the comments. 👇
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⁠Quiver Quantitative
Representative Mike Levin just said:

"Speaker Johnson needs to bring our bill to ban Congressional stock trading to a vote...

If you’re not in Congress to serve the people, and you’re just there to enrich yourself, you need a new line of work." https://t.co/CTnYWiQs5S
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⁠Wall St Engine
$PDD Temu has halted all direct shipments from China to U.S. as the de minimis loophole officially closed. Items once shipped from China now show as out of stock, and U.S. orders are being fulfilled locally. - CNBC https://t.co/rqdQycejcH
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⁠Wall St Engine
RT @Stocktwits: 🔴 LIVE - $HOOD Q1 '25 EARNINGS Q&A WITH CEO @VLADTENEV https://t.co/bKj7dANhA3
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⁠Wall St Engine
GALLUP POLL: “Who do you think is more responsible for the current state of the U.S. economy?”

"46% of Americans say Trump is more responsible for how the economy’s doing right now, compared to 27% who point to Biden. Another 21% say both are equally responsible." https://t.co/38a5b3hsCJ
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⁠Wall St Engine
U.S. lawmakers are urging the SEC to delist Alibaba $BABA and 24 other Chinese companies over alleged military ties and national security risks, per FT. Targets include Baidu, $JD.com, and Tencent Music. Lawmakers say these firms “advance CCP objectives” using U.S. capital. https://t.co/54Bhvq9VL3
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⁠The All-In Podcast
POD UP🚨

@levie and @typesfast join the show, @friedberg is off this week!

-- trump's first 100 days: what worked, what can improve

-- tariffs deep dive: impact on global trade

-- amazon backs down on tariffs pricing

-- ai agents: the next great product

-- how ai will 1,000,000x over the next four years

(0:00) the besties welcome box's aaron levie and flexport's ryan petersen!

(4:05) is sacks back?

(8:16) reacting to trump's first 100 days

(28:13) global trade disruption, how businesses are dealing with tariffs

(49:11) amazon flip-flops on tariff pricing feature; national security issues

(1:04:10) ai agents, 1,000,000x'ing ai, and more
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⁠The All-In Podcast
Aaron Levie on why he thinks AI Doomers are WRONG about job replacement

@levie laid out his bullish stance on AI:

-- 90% new work creation 📈

-- 10% job replacement 🤖

"Most of our conversations with customers are, when they have AI agents, they can now go and actually deliver work in areas that would've been unaffordable previously."

"In the Valley, unfortunately, we've been co-opted somewhat with a little bit of a doomer mindset in some areas."

"And we think of then AI as, like, 'It's all fixed pie, it's gonna replace things.'"

"And on the ground with large enterprises, the vast majority of the use cases are, it's the ability to finally review the contracts that we never got around to reviewing."

"It's the ability to finally automate an invoice process that we never did."

"It's the ability to go in and just create marketing campaigns in every language that we never got around to."

"So I think that'll probably be actually like 90% of the usage of AI in the future will be things that if we look back and we snapped the line right now, and we said this is what knowledge work is today."

"90% of AI usage will be things that we don't do today."

"I don't like the word replace because I think most of the upside is actually gonna be for companies that now deploy labor at things that they wouldn't have deployed labor at before."
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