⁠Wall St Engine
TRUMP: MANY TRADE DEALS IN THE HOPPER https://t.co/grvzk9r7Mo
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⁠Wall St Engine
STEAK 'N SHAKE SAYS IT'S READY TO USE $TSLA ROBOTAXIS FOR DELIVERIES. https://t.co/EKbK7R3sYV
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⁠Investing visuals
$HIMS visualized:

• Sentiment
• How they make money
• Revenue breakdown
• Revenue and FCF growth
• Margins
• Balance sheet
• Valuation
• One-pager business breakdown

A thread 🧵👇 https://t.co/3XdGNixqv3
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⁠Wall St Engine
CHINA'S 🇨🇳 COMMERCE MINISTER WANG:

DECISION ON US TRADE TALKS BASED ON FULL ASSESSMENT. FIRMLY OPPOSES U.S. ABUSE OF RECIPROCAL TARIFFS
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⁠App Economy Insights
🎬 Tariff Trouble in Hollywood?

🏰 Disney $DIS
🦚 Comcast $CMCSA
🎥 Warner Bros. $WBD
⛰️ Paramount $PARA

Let’s visualize the quarters 👇
https://t.co/Rbime4BR4F
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⁠Dimitry Nakhla | Babylon Capital®
MercadoLibre $MELI stock is up +43% YTD & yet the company trades for a valuation ~7% CHEAPER than it was at the start of the year 💸

Strong stock price, stronger fundamentals 👌🏽 https://t.co/ofMnaXxzXF
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⁠Wall St Engine
SWISS OFFICIAL:

CHINESE DELEGATION WILL COME FOR SECOND ROUND OF TRADE TALKS IN JULY

US WOULD REFRAIN FROM NEW INCREASE IN CUSTOMS TARIFFS; PAUSE ON TARIFFS NOT TO BE LIFTED DURING NEGOTIATIONS

HAVE THE IMPRESSION U.S. IS SEEKING TAILOR-MADE SOLUTIONS WITH INDIVIDUAL COUNTRIES
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⁠Investing visuals
Another interesting earnings week ahead! Notable names:

• Monday: $MNDY, $ASTS
• Tuesday: $JD, $NU, $ONON
• Wednesday: $CSCO, $DT, $CRWV
• Thursday: $BABA, $WMT

Which are you looking forward to most? https://t.co/sw8kuKauUW
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⁠Wall St Engine
Flagged the $RIVN long setup to Discord members yesterday — and the idea played out pretty nicely. Stock’s went up nearly 13% since the alert, and the option I shared ran over 300%. https://t.co/ZhlE1116Rz
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⁠Wall St Engine
Bloomberg’s Equity Market Regime Model—which tracks six macro and market factors like price momentum, valuations, correlations, and money supply—has officially turned “Red” for the first time since early 2022.

Historically, that phase is tied to negative forward returns—averaging a 5.6% S&P 500 loss over the next 12 months.
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