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Investing visuals
$PLTR: an elite software company but it doesn’t come cheap 🫰 https://t.co/NTtAoyvSbP
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$PLTR: an elite software company but it doesn’t come cheap 🫰 https://t.co/NTtAoyvSbP
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Wall St Engine
Raymond James on $SMCI (Outperform; PT $41): 'Party in the desert'
"We maintain an Outperform rating on shares of Supermicro following news regarding a significant new award. Shortly after our initiation of research coverage of Supermicro, it announced a $20 billion partnership with DataVolt that expands visibility with a multi-year hardware backlog and supports upward estimate revisions, although the build-out timing—targeted for 2028—remains uncertain.
Our investment thesis—anchored on hyperscale AI infrastructure leadership, expanding U.S. manufacturing, and accelerating share gains on NVIDIA's Blackwell platform—remains intact."
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Raymond James on $SMCI (Outperform; PT $41): 'Party in the desert'
"We maintain an Outperform rating on shares of Supermicro following news regarding a significant new award. Shortly after our initiation of research coverage of Supermicro, it announced a $20 billion partnership with DataVolt that expands visibility with a multi-year hardware backlog and supports upward estimate revisions, although the build-out timing—targeted for 2028—remains uncertain.
Our investment thesis—anchored on hyperscale AI infrastructure leadership, expanding U.S. manufacturing, and accelerating share gains on NVIDIA's Blackwell platform—remains intact."
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App Economy Insights
$TCEHY Tencent Q1 FY25:
Revenue +13% Y/Y to RMB180B ($25B).
🎮 Gaming +24%
💬 Social Networks +7%
📢 Marketing Services +20%
💳 Fintech & Business +5%
Weixin/WeChat: 1.4B MAU (+3% Y/Y). https://t.co/HdQzHgfjnX
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$TCEHY Tencent Q1 FY25:
Revenue +13% Y/Y to RMB180B ($25B).
🎮 Gaming +24%
💬 Social Networks +7%
📢 Marketing Services +20%
💳 Fintech & Business +5%
Weixin/WeChat: 1.4B MAU (+3% Y/Y). https://t.co/HdQzHgfjnX
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Wall St Engine
KeyBanc and Jefferies both flag the proposed early phase-out of nuclear production tax credits (PTCs) as a clear NEGATIVE for Constellation Energy $CEG.
KeyBanc sees the draft bill’s accelerated sunset of nuclear PTCs as incrementally negative, undercutting assumptions of long-term subsidy support for CEG’s core nuclear fleet. Jefferies adds that the PTC has been a major pillar of CEG’s investment case, supporting credit ratings, reducing hedging needs, and attracting generalist investors by providing perceived earnings stability. They warn that even if the credit is eventually restored, valuation multiples on nuclear PTC cash flows may be lower going forward, especially as uncertainty creeps in. CEG itself acknowledged on its Q1 call that while nuclear wasn’t being discussed at the time, the process would likely be "bumpy."
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KeyBanc and Jefferies both flag the proposed early phase-out of nuclear production tax credits (PTCs) as a clear NEGATIVE for Constellation Energy $CEG.
KeyBanc sees the draft bill’s accelerated sunset of nuclear PTCs as incrementally negative, undercutting assumptions of long-term subsidy support for CEG’s core nuclear fleet. Jefferies adds that the PTC has been a major pillar of CEG’s investment case, supporting credit ratings, reducing hedging needs, and attracting generalist investors by providing perceived earnings stability. They warn that even if the credit is eventually restored, valuation multiples on nuclear PTC cash flows may be lower going forward, especially as uncertainty creeps in. CEG itself acknowledged on its Q1 call that while nuclear wasn’t being discussed at the time, the process would likely be "bumpy."
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Nick Sleep is one of the greatest investors, generating 20.8% CAGR from 2001 to 2013 📈
Nick ran a concentrated fund, with $AMZN & $COST stock each accounting for >20% of the Nomad Partnership at various points 💸
Here’s the secret to his incredible track record 🧵 https://t.co/9mDupZqv57
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RT @DimitryNakhla: Nick Sleep is one of the greatest investors, generating 20.8% CAGR from 2001 to 2013 📈
Nick ran a concentrated fund, with $AMZN & $COST stock each accounting for >20% of the Nomad Partnership at various points 💸
Here’s the secret to his incredible track record 🧵 https://t.co/9mDupZqv57
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Quiver Quantitative
RT @JoinAutopilot_: New Autopilot Fund Alert 🚨🚨
Does Lobbying Politicians in DC actually work?
Well the boys at @QuiverQuant coded up a new strategy to track exactly this
And since inception on 4/18/25, it's worked. It's +26% while the SPY is only +18%
The way the portfolio works is simple.
1) Companies are required to disclosure what and how much they lobby for
2) The strategy flags which companies spend the most QoQ growth
3) Those companies get included
For example, on 4/25, $NVDA lobbied $940K into the "Defense Trade Energy/Nuclear Labor Issues/Antitrust/Workplace Computer Industry"
If flags the algo, so it then gets included
Also since launch, the portfolio already has $4M "AUM" with 2000+ investors Autopiloting it
Check it on the app to see for yourself 🫡
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RT @JoinAutopilot_: New Autopilot Fund Alert 🚨🚨
Does Lobbying Politicians in DC actually work?
Well the boys at @QuiverQuant coded up a new strategy to track exactly this
And since inception on 4/18/25, it's worked. It's +26% while the SPY is only +18%
The way the portfolio works is simple.
1) Companies are required to disclosure what and how much they lobby for
2) The strategy flags which companies spend the most QoQ growth
3) Those companies get included
For example, on 4/25, $NVDA lobbied $940K into the "Defense Trade Energy/Nuclear Labor Issues/Antitrust/Workplace Computer Industry"
If flags the algo, so it then gets included
Also since launch, the portfolio already has $4M "AUM" with 2000+ investors Autopiloting it
Check it on the app to see for yourself 🫡
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