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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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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
$AMZN AWS drives Amazon’s margins.
In Q1 FY25:
• 19% of revenue.
• 63% of its operating profit. https://t.co/4ZMFPlIEYi
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$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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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
TRUMP PLANS 100% TARIFF ON ALL MOVIES PRODUCED IN FOREIGN LAND https://t.co/CRfJ2T8nTK
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TRUMP PLANS 100% TARIFF ON ALL MOVIES PRODUCED IN FOREIGN LAND https://t.co/CRfJ2T8nTK
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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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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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Hidden Value Gems
Never knew this background story on Buffett finding $AAPL 👇
Simple but not easy 🙂
"Buffett asked another investment manager to find an S&P 500 stock that met three criteria:
- P/E not more than 15x
- Berkshire managers had to be at least 90% sure that the stock would generate higher earnings over the next five years.
- And he wanted Berkshire to be at least 50% confident that the company would grow a minimum of 7% annually for at least five years."
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Never knew this background story on Buffett finding $AAPL 👇
Simple but not easy 🙂
"Buffett asked another investment manager to find an S&P 500 stock that met three criteria:
- P/E not more than 15x
- Berkshire managers had to be at least 90% sure that the stock would generate higher earnings over the next five years.
- And he wanted Berkshire to be at least 50% confident that the company would grow a minimum of 7% annually for at least five years."
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Wall St Engine
The U.S. is expected to announce new chip tariffs on May 7, with rates likely between 25% and 100%, according to Taiwan media. But only 10 companies have submitted comments to the Commerce Dept so far—sparking concern that the low response could be seen as a green light for the Trump administration to move ahead.
Source: Reuters, Economic Daily, BIS
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The U.S. is expected to announce new chip tariffs on May 7, with rates likely between 25% and 100%, according to Taiwan media. But only 10 companies have submitted comments to the Commerce Dept so far—sparking concern that the low response could be seen as a green light for the Trump administration to move ahead.
Source: Reuters, Economic Daily, BIS
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Wall St Engine
Goldman Sachs is holding firm on its bullish GOLD outlook, with a base case of $3,700/oz by year-end and $4,000 by mid-2026. If a recession hits, they expect ETF inflows could push prices up to $3,880 by year-end. In extreme tail scenarios—like rising concern over Fed subordination or shifts in U.S. reserve policy—they say gold could plausibly hit $4,500/oz by end-2025.
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Goldman Sachs is holding firm on its bullish GOLD outlook, with a base case of $3,700/oz by year-end and $4,000 by mid-2026. If a recession hits, they expect ETF inflows could push prices up to $3,880 by year-end. In extreme tail scenarios—like rising concern over Fed subordination or shifts in U.S. reserve policy—they say gold could plausibly hit $4,500/oz by end-2025.
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