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Wall St Engine
President Trump is calling for a 30-day ceasefire between Russia and Ukraine, warning that either side could face sanctions if they break the truce. https://t.co/79UqwIqGlT
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President Trump is calling for a 30-day ceasefire between Russia and Ukraine, warning that either side could face sanctions if they break the truce. https://t.co/79UqwIqGlT
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Adobe $ADBE will offer U.S. government agencies a 70% discount on software packages—including Acrobat—through November, following a DOGE-led review of tech spending. https://t.co/NZPrzD8rjL
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Adobe $ADBE will offer U.S. government agencies a 70% discount on software packages—including Acrobat—through November, following a DOGE-led review of tech spending. https://t.co/NZPrzD8rjL
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Capital Employed
Another fresh batch of Q1 2025 fund letters just added.
89 added now in total.
The majority of funds are in negative territory this year to date.
https://t.co/lJZP1lUdTx https://t.co/NNg5Ufn6TA
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Another fresh batch of Q1 2025 fund letters just added.
89 added now in total.
The majority of funds are in negative territory this year to date.
https://t.co/lJZP1lUdTx https://t.co/NNg5Ufn6TA
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Hidden Value Gems
Cannot remember a company where SOTP valuation was lower than the share price.
“Listed companies Shell, Chevron, ExxonMobil and TotalEnergies, as well as Abu Dhabi’s Adnoc, have separately run the numbers, according to industry sources and advisers, while oil trader Vitol could be interested in elements of the business.”
“A sum of the parts valuation suggests BP’s assets are worth in excess of £120bn, without including debt and liabilities, more than twice its current market capitalisation of £57bn, which follows a sharp slump in its shares over the past 12 months.”
$BP
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Cannot remember a company where SOTP valuation was lower than the share price.
“Listed companies Shell, Chevron, ExxonMobil and TotalEnergies, as well as Abu Dhabi’s Adnoc, have separately run the numbers, according to industry sources and advisers, while oil trader Vitol could be interested in elements of the business.”
“A sum of the parts valuation suggests BP’s assets are worth in excess of £120bn, without including debt and liabilities, more than twice its current market capitalisation of £57bn, which follows a sharp slump in its shares over the past 12 months.”
$BP
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Wall St Engine
NVIDIA $NVDA to release a downgraded version of its H20 AI chip in China by July, per Reuters. The modified H20 will reportedly feature reduced memory capacity and performance. https://t.co/Sh8nFbcDGX
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NVIDIA $NVDA to release a downgraded version of its H20 AI chip in China by July, per Reuters. The modified H20 will reportedly feature reduced memory capacity and performance. https://t.co/Sh8nFbcDGX
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Wall St Engine
TSMC just posted its highest-ever monthly revenue in April — NT$349.57B (≈$11.54B USD), up 48% YoY and +22% from March. https://t.co/8a8zeJwfjj
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TSMC just posted its highest-ever monthly revenue in April — NT$349.57B (≈$11.54B USD), up 48% YoY and +22% from March. https://t.co/8a8zeJwfjj
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Wall St Engine
China’s 🇨🇳 April export numbers came in stronger than expected—up 8.1% year-over-year—even as shipments to the U.S. 🇺🇸 dropped sharply by 21% due to new tariffs. The data shows China is redirecting trade flows to other key markets like Southeast Asia, the EU, and India to offset U.S. losses. That’s likely raising concerns globally about overcapacity and potential product dumping.
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China’s 🇨🇳 April export numbers came in stronger than expected—up 8.1% year-over-year—even as shipments to the U.S. 🇺🇸 dropped sharply by 21% due to new tariffs. The data shows China is redirecting trade flows to other key markets like Southeast Asia, the EU, and India to offset U.S. losses. That’s likely raising concerns globally about overcapacity and potential product dumping.
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Wall St Engine
Wolfspeed $WOLF forecasted 2026 revenue of $850 million, falling short of Wall Street’s $958.7 million estimate. Q3 revenue dropped 7% to $185.4 million, slightly missing expectations.
Weakened EV demand, new tariffs raising auto part costs, and delayed product launches have hit sales. Broader economic pressures—like high interest rates—are also slowing industrial and energy sector investments.
Uncertainty around CHIPS Act funding, after calls for repeal, has further shaken investor confidence. Wolfspeed posted a Q3 loss of 72 cents per share, beating the expected 82-cent loss.
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Wolfspeed $WOLF forecasted 2026 revenue of $850 million, falling short of Wall Street’s $958.7 million estimate. Q3 revenue dropped 7% to $185.4 million, slightly missing expectations.
Weakened EV demand, new tariffs raising auto part costs, and delayed product launches have hit sales. Broader economic pressures—like high interest rates—are also slowing industrial and energy sector investments.
Uncertainty around CHIPS Act funding, after calls for repeal, has further shaken investor confidence. Wolfspeed posted a Q3 loss of 72 cents per share, beating the expected 82-cent loss.
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