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Wall St Engine
S&P 500 Closing Bell Heatmap (May 13, 2025)

$SPY +0.66% 🟩
$QQQ +1.52% 🟩
$DJI -0.64% 🟥
$IWM +0.38% 🟩

S&P 500 Opening Bell Heatmap (May 13, 2025)

$SPY +0.23% 🟩
$QQQ +0.57% 🟩
$DJI -0.36% 🟥
$IWM +0.39% 🟩 https://t.co/nPif0K8heX
- Wall St Engine
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Offshore
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Wall St Engine
ROBINHOOD $HOOD'S APRIL 2025 METRICS ARE OUT:

Funded Customers: 25.9M, up 120K from Mar. 2025, and +2M YoY.

Assets Under Custody (AUC): $232.3B, up 5% MoM, and +88% YoY. Net deposits were $6.8B in April, reflecting a 37% annualized growth rate. Over the past year, net deposits hit $59.2B (+48% YoY).

Trading Volumes:
‣ Equities: $157.8B, +26% MoM, +123% YoY
‣ Options: 167.5M contracts, flat MoM, +32% YoY
‣ Crypto: $8.6B, -24% MoM, -15% YoY

Margin Balances: $8.4B, -5% MoM, +105% YoY
Cash Sweep Balances: $28.9B, +2% MoM, +51% YoY
Securities Lending Revenue: $25M, +4% MoM, +19% YoY
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AkhenOsiris
WaPo:

Key tech leaders are in the region this week, including Trump’s AI czar, David Sacks, Cerebras Systems CEO Andrew Feldman, OpenAI CEO Sam Altman and billionaire Trump donor and adviser Elon Musk, according to two people familiar with the matter.
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AkhenOsiris
WaPo:

The Trump administration, according to one of the people familiar with the matter, believes that moving chip sales along more quickly will benefit U.S. interests, both by tying the region closer to the U.S. and by helping to advance American business.
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AkhenOsiris
NVDA above 200dma for first time in a while 👀
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AkhenOsiris
Published by US Gov't BIS today:

The AI Diffusion Rule also would have undermined U.S. diplomatic relations with dozens of countries by downgrading them to second-tier status.

BIS plans to publish a Federal Register notice formalizing the rescission and will issue a replacement rule in the future.

Under Secretary of Commerce for Industry and Security Jeffery Kessler has instructed BIS enforcement officials not to enforce the Biden Administration’s AI Diffusion Rule, stating:

“The Trump Administration will pursue a bold, inclusive strategy to American AI technology with trusted foreign countries around the world, while keeping the technology out of the hands of our adversaries. At the same time, we reject the Biden Administration’s attempt to impose its own ill-conceived and counterproductive AI policies on the American people.”
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AkhenOsiris
Yikes, few buyside mates have been left in the dust by this rally... woefully under invested
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AkhenOsiris
Do we still scoff at sovereign AI 😂

🔴 The US weighs letting the UAE buy over a million advanced Nvidia chips - People Familiar. $NVDA - FinancialJuice
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AkhenOsiris
You could make the argument that Cook being openly gay would dissuade from a Saudi visit...but Altman is there

TRUMP SAYS TO HUANG: TIM COOK ISN'T HERE BUT YOU ARE - *Walter Bloomberg
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Offshore
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AkhenOsiris
RT @a_kane47: It’s true: a picture is worth one thousand words.

Here’s how prediction markets are going to change sports betting and trading for millions of people, in a picture (plus a thousand words).

🧵
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Dimitry Nakhla | Babylon Capital®
Chuck Akre’s updated Q1 2025 13F (Dataroma)

Top 5 holdings: $MA $ORLY $MCO $V $KKR https://t.co/yCP4sWuFMz
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App Economy Insights
$NU Nubank Q1 FY25:

• Customers +19% Y/Y to 119M.
• Deposits +48% Y/Y FXN to $31.6B.
• Revenue +40% Y/Y FXN to $3.2B.
• Revenue +19% Y/Y reported.
• Net income +47% Y/Y to $557M. https://t.co/bL7ZsKsAI4
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Wall St Engine
WHITE HOUSE ECONOMIC ADVISER HASSETT: MORE THAN 25 DEALS ON THE TABLE... WHEN PRESIDENT TRUMP RETURNS HE WILL ANNOUNCE THE NEXT DEAL
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @TripleNetInvest “Activity is the enemy of investment returns.” — Warren Buffett 🗣️

It’s not about how many moves you make. It’s about the total risk-adjusted returns.

That’s what matters — wise investors know they aren’t pay for activity.
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Dimitry Nakhla | Babylon Capital®
RT @asemota: THIS!!!

@TripleNetInvest “Activity is the enemy of investment returns.” — Warren Buffett 🗣️

It’s not about how many moves you make. It’s about the total risk-adjusted returns.

That’s what matters — wise investors know they aren’t pay for activity.
- Dimitry Nakhla | Babylon Capital®
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