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โ Dimitry Nakhla | Babylon Capitalยฎ A quality valuation analysis on $MELI ๐ง๐ฝโโ๏ธ โขNTM P/E Ratio: 45.35x โข1-Year Mean: 47.96x As you can see, $MELI appears to be trading near fair value Going forward, investors can receive ~6% MORE in earnings per shareโฆ
๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐, ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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โ Wall St Engine
Airfares dropped 2.8% from March, likely due to slowing demand airlines warned about. Groceries fell 0.4%โthe biggest dip since Sept 2020โwith drops in meat, eggs, cereal, and more. Eggs alone plunged 12.7%, the steepest fall since 1984, after the avian flu price surge.
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Airfares dropped 2.8% from March, likely due to slowing demand airlines warned about. Groceries fell 0.4%โthe biggest dip since Sept 2020โwith drops in meat, eggs, cereal, and more. Eggs alone plunged 12.7%, the steepest fall since 1984, after the avian flu price surge.
APR. U.S. ๐บ๐ธ INFLATION DATA:
CPI 2.3% YoY, (Est. 2.4%)
CPI 0.2% MoM, (Est. 0.3%)
Core CPI 2.8% YoY, (Est. 2.8%)
Core CPI 0.2% MoM, (Est. 0.3%) tweet
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โ Wall St Engine
Still, No sign of tariff-driven inflation in the hard data. Core CPI soft, food-at-home down 0.4%, yields lower across the curve. Traders still pricing in 2 Fed cuts for 2025 (Sept & Oct).
Polymarket odds now lean toward 50bps of cuts, by end-of the year. https://t.co/2fB2GiRGeK
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Still, No sign of tariff-driven inflation in the hard data. Core CPI soft, food-at-home down 0.4%, yields lower across the curve. Traders still pricing in 2 Fed cuts for 2025 (Sept & Oct).
Polymarket odds now lean toward 50bps of cuts, by end-of the year. https://t.co/2fB2GiRGeK
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โ Wall St Engine
Elon Muskโs $TSLA Austin robotaxi launch is just weeks out, but as of last month, Tesla still hadnโt started testing cars without a human safety driver, per sources familiar with the program. https://t.co/CSJrZaR9AG
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Elon Muskโs $TSLA Austin robotaxi launch is just weeks out, but as of last month, Tesla still hadnโt started testing cars without a human safety driver, per sources familiar with the program. https://t.co/CSJrZaR9AG
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โ Investing visuals
$NVDA vs $AMD: two companies powering the AI revolution. https://t.co/nTpsFc9m6w
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$NVDA vs $AMD: two companies powering the AI revolution. https://t.co/nTpsFc9m6w
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S&P 500 Opening Bell Heatmap (May 13, 2025)
$SPY +0.23% ๐ฉ
$QQQ +0.57% ๐ฉ
$DJI -0.36% ๐ฅ
$IWM +0.39% ๐ฉ https://t.co/nPif0K8heX
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S&P 500 Opening Bell Heatmap (May 13, 2025)
$SPY +0.23% ๐ฉ
$QQQ +0.57% ๐ฉ
$DJI -0.36% ๐ฅ
$IWM +0.39% ๐ฉ https://t.co/nPif0K8heX
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โ Wall St Engine
Nvidia CEO Jensen Huang, speaking in Riyadh at the Saudi-US Investment Forum, announced a deal to supply chips to HumainโSaudi Arabiaโs new AI firmโfor a 500MW data center buildout. The PIF-backed company plans to scale to 1.9GW by 2030 as Saudi ramps up AI & local data storage. https://t.co/6chtR1ss13
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Nvidia CEO Jensen Huang, speaking in Riyadh at the Saudi-US Investment Forum, announced a deal to supply chips to HumainโSaudi Arabiaโs new AI firmโfor a 500MW data center buildout. The PIF-backed company plans to scale to 1.9GW by 2030 as Saudi ramps up AI & local data storage. https://t.co/6chtR1ss13
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President Trump just announced a $600B investment commitment from Saudi Arabia, per a White House fact sheet.
U.S. companies including Google, Oracle, Salesforce, AMD, and Uber are backing $80B in joint investments. https://t.co/sdazloU4YR
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President Trump just announced a $600B investment commitment from Saudi Arabia, per a White House fact sheet.
U.S. companies including Google, Oracle, Salesforce, AMD, and Uber are backing $80B in joint investments. https://t.co/sdazloU4YR
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