Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ RT @DimitryNakhla: A quality valuation analysis on $ASML ๐Ÿง˜๐Ÿฝโ€โ™‚๏ธ โ€ขNTM P/E Ratio: 26.34x โ€ข10-Year Mean: 31.08x โ€ขNTM FCF Yield: 3.39% โ€ข10-Year Mean: 3.09% As you can see, $ASML appears to be trading below fair value Goingโ€ฆ
๐ง๐ž๐ ๐Ÿ๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐œ๐ž๐ฌ ๐›๐ž๐ฅ๐ข๐ž๐ฏ๐ž๐ ๐ญ๐จ ๐›๐ž ๐ซ๐ž๐ฅ๐ข๐š๐›๐ฅ๐ž, ๐›๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž๐ ๐š๐ฌ ๐ญ๐จ ๐œ๐จ๐ฆ๐ฉ๐ฅ๐ž๐ญ๐ž๐ง๐ž๐ฌ๐ฌ ๐จ๐ซ ๐š๐œ๐œ๐ฎ๐ซ๐š๐œ๐ฒ.
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โ Wall St Engine
TRUMP: STOP ASKING HOW MANY DEALS WE'RE SIGNING
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โ Wall St Engine
TRUMP: โ€œWE DONโ€™T DO MUCH BUSINESS WITH CANADAโ€”THEY DO A LOT MORE WITH US.โ€
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โ Wall St Engine
CANADA'S PM CARNEY: SOME THINGS ABOUT USMCA WILL HAVE TO CHANGE.
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โ Wall St Engine
Intel $INTC shareholders approved all company proposals and rejected all shareholder proposals at the AGM.
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Offshore
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โ Wall St Engine
$UBER EATS TEAMS UP WITH FAMILY DOLLAR

Uber just added over 5,000 Family Dollar stores to its Eats platform, letting users order household essentials like cleaning supplies, snacks, and baby care straight to their door. First-time deal: 40% off $30+ with code FAMILY40. https://t.co/KEfeshIFQy
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Offshore
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โ Quiver Quantitative
JUST IN: Trump says India has agreed to drop tariffs https://t.co/WP8yKm6Mcp
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โ Wall St Engine
๐Ÿ‡บ๐Ÿ‡ธ U.S. 10-Year Treasury Auction Details:

โ€” High Yield: 4.342% (vs presale WI 4.354%)
โ€” Bid-to-Cover Ratio: 2.60 (last 6 avg: 2.59)
โ€” Directs Accepted: 19.88% (last 6 avg: 16.8%)
โ€” Indirects Accepted: 71.19% (last 6 avg: 70.0%)
โ€” Dealers Takedown: 8.93% (last 6 avg: 13.2%)
โ€” Total Auction Size: $42B

๐Ÿ‘‰ Solid auction. 1.2bps stop-through, healthy demand from directs and indirects as dealers took on less than usual.
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Offshore
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โ Wall St Engine
ATLANTA FED GDPNow estimates Q2 2025 real ๐Ÿ‡บ๐Ÿ‡ธ GDP growth at 2.2% as of May 6, up from 1.1% on May 1. https://t.co/sTqGHTglwF
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โ Quiver Quantitative
UPDATE: $RNMBY has now risen 221% since this trade

BREAKING: Representative Susie Lee just bought stock in the German arms manufacturer Rheinmetall, $RNMBY.

She is the first U.S. politician we have seen buy Rheinmetall stock.

Lee sits on the House Appropriations Subcommittee on Military Construction. https://t.co/hiNwf8AsRK
- Quiver Quantitative
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Offshore
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โ Quiver Quantitative
JUST IN: The House will vote on Marjorie Taylor Greene's Gulf of America bill this week https://t.co/EygOBbElZi
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โ Wall St Engine
ELON MUSK'S SPACEX GETS FAA APPROVAL TO CONDUCT UP TO 25 STARSHIP LAUNCHES PER YEAR FROM TEXAS -FAA STATEMENT
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โ Quiver Quantitative
RT @InsiderRadar: ๐ŸšจBREAKING: New Insider Purchases at $OGN

The CEO has just reported purchasing $300k of the company's stock, and the CFO has purchased $100k.

These are the first insider purchases we have seen by executives at $OGN in over 4 years.
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โ Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: The recent stock market correction hit fast โ€” a 10% drop in just 16 days, one of the quickest on record $SPY

The rapid plunge might shake investor confidence, making it tough to spot solid opportunities

Here are 10 high-quality stocks worthy of becoming core holdings๐Ÿงต
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