Offshore
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Wall St Engine
U.S. M&A deal value has fell to its lowest level in over 3 years, continuing a steady decline in early 2025 amid an environment of elevated policy uncertainty. https://t.co/48KptL59tl
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U.S. M&A deal value has fell to its lowest level in over 3 years, continuing a steady decline in early 2025 amid an environment of elevated policy uncertainty. https://t.co/48KptL59tl
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Offshore
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Wall St Engine
Trump says Saturday’s U.S.-China talks in Switzerland were “very good” with “much agreed to” and calls it a “total reset” done in a friendly but constructive way.
Talks will continue Sunday. https://t.co/6HWDKiDpMS
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Trump says Saturday’s U.S.-China talks in Switzerland were “very good” with “much agreed to” and calls it a “total reset” done in a friendly but constructive way.
Talks will continue Sunday. https://t.co/6HWDKiDpMS
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Offshore
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Investing visuals
Which company should I cover next after $PLTR and $HIMS?
Drop your pick in the comments — the one with the most likes will be the next visual breakdown👇
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Which company should I cover next after $PLTR and $HIMS?
Drop your pick in the comments — the one with the most likes will be the next visual breakdown👇
$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 tweet
Offshore
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Investing visuals
$GOOGL vs $MSFT: how would you divide $10.000 between these two? https://t.co/EMw863lUQe
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$GOOGL vs $MSFT: how would you divide $10.000 between these two? https://t.co/EMw863lUQe
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Offshore
Video
The All-In Podcast
David Friedberg: Google's search paradigm is ending, so when does it change the default to AI?
On E227, the besties discussed if and when Google should change its default search to AI in the wake of Apple's declining search queries.
@friedberg's take:
"Everyone knows that the 'search, click, repeat' paradigm is over."
"And there's a new model in what I would zoom out a little bit and say is kind of the difference in human computer interaction for knowledge, information, and services."
"It may not be that I type something into a search box."
"It may be that I'm having a chat."
"That chat may happen in a chat window."
"It may happen via voice using some advanced voice tools."
"It may happen on a screen."
"It may happen in an ear pod."
"We don't yet know where the consumer is going go with this, but there's a lot of paradigm shifts underway."
"The transition for Google doesn't need to happen overnight to a chat interface that looks like ChatGPT."
"It's a question of, at what point do you change the default on Google?"
tweet
David Friedberg: Google's search paradigm is ending, so when does it change the default to AI?
On E227, the besties discussed if and when Google should change its default search to AI in the wake of Apple's declining search queries.
@friedberg's take:
"Everyone knows that the 'search, click, repeat' paradigm is over."
"And there's a new model in what I would zoom out a little bit and say is kind of the difference in human computer interaction for knowledge, information, and services."
"It may not be that I type something into a search box."
"It may be that I'm having a chat."
"That chat may happen in a chat window."
"It may happen via voice using some advanced voice tools."
"It may happen on a screen."
"It may happen in an ear pod."
"We don't yet know where the consumer is going go with this, but there's a lot of paradigm shifts underway."
"The transition for Google doesn't need to happen overnight to a chat interface that looks like ChatGPT."
"It's a question of, at what point do you change the default on Google?"
tweet
Offshore
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Wall St Engine
If you’ve been enjoying my free posts here on X, you’ll definitely want to check out my free weekly newsletter that I send every Sunday Morning.
Subscribe here (takes< 5 seconds):
https://t.co/hxa0gzPc0K https://t.co/QJR59ZLuVj
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If you’ve been enjoying my free posts here on X, you’ll definitely want to check out my free weekly newsletter that I send every Sunday Morning.
Subscribe here (takes< 5 seconds):
https://t.co/hxa0gzPc0K https://t.co/QJR59ZLuVj
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Offshore
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Wall St Engine
In just 2 days of talks, the U.S. & China have made what Bessent called “substantial progress.” Consequently, the White House has released a PR saying a deal has been reached, & they’ll share more details on Monday.
Polymarket odds of a trade deal before July now stand at 88% https://t.co/Zpqw8mg0jH
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In just 2 days of talks, the U.S. & China have made what Bessent called “substantial progress.” Consequently, the White House has released a PR saying a deal has been reached, & they’ll share more details on Monday.
Polymarket odds of a trade deal before July now stand at 88% https://t.co/Zpqw8mg0jH
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