⁠Dimitry Nakhla | Babylon Capital®
Terry Smith updated Q1 2025 13F (Dataroma)

Top 5 holdings: $META $MSFT $SYK $PM $V

Notable adds: $TXN $ZTS $INTU

Sales: $PEP $IEX https://t.co/AF9EXx9SbI
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⁠Wall St Engine
S&P 500 Opening Bell Heatmap (May 15, 2025)

$SPY -0.34% 🟥
$QQQ -0.51% 🟥
$DJI -0.44% 🟥
$IWM -0.04% 🟥
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @oreiteb @YKC97556298 One is subject to government regulation & political risk — the other provides the picks & shovels of a biotechnology gold rush especially in genomics & sequencing
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⁠Dimitry Nakhla | Babylon Capital®
UnitedHealth $UNH is down -47% YTD 📉 https://t.co/t3cjENjRH5

@oreiteb @YKC97556298 One is subject to government regulation & political risk — the other provides the picks & shovels of a biotechnology gold rush especially in genomics & sequencing - Dimitry Nakhla | Babylon Capital®
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⁠Wall St Engine
DICK'S: WE EXPECT NIKE $NKE BUSINESS WILL GROW AT FOOT LOCKER
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⁠Wall St Engine
IRAN PRESIDENT: WE BELIEVE IN DIALOG, WON'T SURRENDER TO THREATS
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⁠Quiver Quantitative
NEW: Pam Bondi sold up to $5M of Trump Media stock on April 2nd.

Trump's liberation day tariff announcements were that same day, after market close.

The stock fell in the following days, but has rebounded and is now up significantly since the trade. https://t.co/wagKrIjojp
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⁠Wall St Engine
DEERE $DE: GLOBAL UNCERTAINTY CONTINUES TO WEIGH ON CUSTOMER SENTIMENT
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⁠Wall St Engine
EU'S SEFCOVIC SAYS HE, US'S LUTNICK AGREED TO ACCELERATE TALKS - BBG
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⁠Wall St Engine
TRUMP’S RUSH FOR AI DEALS IN GULF OPENS RIFT WITH CHINA HAWKS; SOME TRUMP OFFICIALS WANT TO SLOW $NVDA, $AMD SALES TO MIDEAST
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⁠Quiver Quantitative
BREAKING: Representative Josh Gottheimer just filed a purchase of Raytheon stock, $RTX.

Gottheimer sits on the House Intelligence Committee.

This is the first time we have seen him buy Raytheon.

Full trade list up on Quiver. https://t.co/yiLVL9OSCn
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⁠App Economy Insights
$BABA Alibaba Q4 FY25 (ending March):

• Revenue +7% Y/Y to $32.6B ($0.7B miss).
• Operating margin 12% (+5pp Y/Y).
• Free cash flow margin 2% (-5pp Y/Y).
• Non-GAAP EPADS $1.73 ($0.05 miss). https://t.co/xOILQI5vaX
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⁠Wall St Engine
MEXICO 🇲🇽 PRESIDENT CALLS U.S. REPUBLICANS' PROPOSAL TO TAX REMITTANCES 'UNACCEPTABLE'
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