⁠Investing visuals
Both $PLTR and $HIMS will report Q1 tomorrow. Get ready for some fireworks! 🎇 https://t.co/MH5TLdFDca
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⁠Investing visuals
How $HIMS does (net yet) make money🫰 https://t.co/STjWqm6I82
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⁠The All-In Podcast
🚨🇺🇸 all-in takes DC is back!

@friedberg is joined by secretary of agriculture @SecRollins

-- reforming the usda

-- massive impact of food stamps on the usda budget

-- the trump admin's outsider advantage

-- state of farming in 2025: labor, innovation, expanding markets

-- working with doge

++ much more

(0:00) friedberg welcomes secretary rollins!

(1:32) how she ended up in trump's two administrations, history of the usda

(16:56) trump's first 100 days, what needs to be reformed in the usda

(21:31) snap's massive impact on usda budget: soda, obesity, health challenges; how being dc outsiders helps the trump administration

(30:48) how she reconciles running a department with a lot of government intervention after coming from a free market background

(34:33) state of us farming in 2025, labor costs, opening up new markets, and more

(42:11) working with doge, farm bill negotiation, stance on agricultural innovation
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⁠Investing visuals
Thank you for donating and supporting my work @kdraghi1 🙏

Contributions like this make it possible for me to keep most of my work free and accessible for everyone. https://t.co/rlLlN6ZCET
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⁠App Economy Insights
$AMZN AWS drives Amazon’s margins.

In Q1 FY25:

• 19% of revenue.
• 63% of its operating profit. https://t.co/4ZMFPlIEYi
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Mastercard $MA Reports a Strong Q1 🎯

✅ Rev: $7.25B vs $7.11B (est) | +14% YoY

✅ EPS: $3.73 vs $3.57 (est) | +13% YoY

$2.5B worth of shares repurchased through Q1 25’ | $11.8B remaining under approved share repurchase programs 💵 https://t.co/zpXW50GWFV
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⁠Wall St Engine
🔔 The weekly newsletter has just dropped and should be in your inbox now — don’t forget to check spam, promotions, or updates tabs if you don’t see it right away.
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⁠Wall St Engine
TRUMP PLANS 100% TARIFF ON ALL MOVIES PRODUCED IN FOREIGN LAND https://t.co/CRfJ2T8nTK
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⁠Wall St Engine
President Trump has ordered the reopening and expansion of Alcatraz, the iconic federal island prison that’s been closed since March 21, 1963.
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⁠Wall St Engine
Today's Key Events (All EST) — 05/05/2025

09:45: US S&P Services PMI Final
10:00: US ISM Services PMI
13:00: US 3-Year Note Auction

Before Open 👇
06:00: CNA Financial $CNA
06:00: Henry Schein $HSIC
06:30: Zimmer Biomet $ZBH
06:30: Freshpet $FRPT
06:30: Recursion $RXRX
06:45: Foot Locker $FL
06:55: BioNTech $BNTX
07:00: TG Therapeutics $TGTX
07:30: Cummins $CMI
07:30: Tyson Foods $TSN
07:30: ON Semiconductor $ON

After Hours 👇
16:00: Vertex Pharmaceuticals $VRTX
16:00: Diamondback Energy $FANG
16:05: Palantir $PLTR
16:05: Hims & Hers Health $HIMS
16:05: Ford $F
16:05: Realty Income $O
16:05: Vimeo $VMEO
16:05: Navitas Semiconductor $NVTS
16:10: Clorox $CLX
16:15: Williams Companies $WMB
17:00: BellRing Brands $BRBR
17:00: Contura Energy $CTRA
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⁠Wall St Engine
EU PLANS TO PROPOSE BANNING RUSSIAN GAS IMPORTS BY END OF 2027
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