⁠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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⁠Wall St Engine
UNITED STATES, EUROPEANS WORKING TO PUT TOGETHER PROPOSAL FOR 30-DAY UKRAINE-RUSSIA CEASEFIRE

IF RUSSIA REFUSED 30-DAY CEASEFIRE PROPOSAL, NEW US, EUROPEAN SANCTIONS WOULD BE IMPOSED

- FRENCH DIPLOMATIC SOURCE
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⁠Wall St Engine
ANTHROPIC SAYS DEPARTMENT OF JUSTICE'S PROPOSED REMEDIES IN GOOGLE $GOOGL SEARCH CASE RISK CHILLING AI INVESTMENT - COURT FILING
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⁠Wall St Engine
CHINA’S 🇨🇳 PUBLIC SECURITY MINISTER WANG XIAOHONG WILL ACCOMPANY VICE PREMIER HE LIFENG TO SWITZERLAND FOR U.S. TRADE TALKS. - WSJ
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⁠Wall St Engine
Sometimes the obvious trade is the right trade!
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⁠Wall St Engine
RT @wallstengine: According to Polymarket, $GOOGL has the best AI model out there right now.

Just goes to show — even with a top-tier product, without solid marketing or branding, it’s hard to drive real consumer adoption or get people talking.

Did Google totally fumble the launch of Gemini? https://t.co/pMZKymQAcM
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⁠Wall St Engine
LEAVITT: PRESIDENT WILL NOT UNILATERALLY BRING DOWN TARIFFS ON CHINA; 80% WAS A NUMBER TRUMP THREW OUT THERE
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