⁠Capital Employed
RT @capitalemployed: 42 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇

https://t.co/pd1jpi63Tp https://t.co/TmOdie93hE
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⁠The All-In Podcast
🚨 HUGE all-in interview

@friedberg sits down with google ceo @sundarpichai

sit back for an amazing conversation covering:

-- will ai kill search? is google about to disrupt itself?

-- sizing up the competition: elon, altman, zuck, satya

-- culture, coddling, and recruitment at google

-- proudest moment and biggest regret as ceo

-- which current $500B+ company google almost acquired

(0:00) david friedberg welcomes alphabet ceo sundar pichai

(2:58) will ai kill search?: google disrupting itself, evolving search to follow the user

(15:32) infrastructure advantage, foundational model differentiation

(25:08) future of human-computer interaction, hardware, competitive landscape in ai

(35:29) energy constraints in ai

(41:20) google's progress in quantum computing and robotics

(47:56) culture, coddling, and talent recruitment in the age of ai

(56:50) does he consider alphabet a holding company searching for google's next $100b business?
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⁠The All-In Podcast
Sundar Pichai's Biggest Regret as Google CEO: Not Buying Netflix When He Had the Chance!

@friedberg:

"As we wrap up, I want to ask you one last question to hopefully frame your experience of the last 10 years as CEO."

"Biggest regret? Biggest mistake?"

@sundarpichai:

"There's a lot of small regrets."

"You know, by nature I tend to look forward and I learn from mistakes we make."

"But look, there are acquisitions we debated hard, came close."

Friedberg:

"Just gimme one name."

Sundar:

"We'll get in trouble. Maybe Netflix."

"Right, like we debated Netflix at some point super intensely inside."

"So you go through these moments, right?"

"And I wouldn't call it regrets, but you always look back and in a world of butterfly effects, there were alternate paths, but maybe they are in a different part of the multiverse."

Could you imagine what Google would look like with YouTube AND Netflix?! 🤯🤯🤯
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⁠Wall St Engine
Today's Key Events (All EST) — 05/16/2025

08:30: US Housing Starts
08:30: US Import Prices
10:00: U. Mich Sentiment Prelim
16:00: US Overall Net Capital Flows
16:00: US TIC Long-Term Transactions
17:00: Monthly OPEX
18:00: Fed's Barkin Speaks
21:40: Fed's Daly Speaks
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⁠Wall St Engine
Richemont posted a 7% rise in Q4 sales to €5.17B, beating estimates, with strong performance in its core jewelry unit (Cartier, Van Cleef) offsetting weaker demand in Asia. U.S. luxury demand stayed strong. Watch sales fell 11%. Dividend raised to CHF 3.00.
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⁠Wall St Engine
Bayer is pushing for a new Roundup settlement while preparing a potential Chapter 11 filing for Monsanto if talks fail. The move would pause 67,000 cancer lawsuits tied to glyphosate and shift them to bankruptcy court. Bayer has already paid out $10B and may raise $9B more.
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⁠Hidden Value Gems
$BRK.B major trades in Q1 2025:

✅ More than doubled $STZ and $POOL, small increases in $OXY $SIRI $DPZ $HEI.A

❌Sold $NU and $C, reduced $FWONK $TIMUS $BAC

+New undisclosed position https://t.co/HQktpJVVRa
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⁠Wall St Engine
US PRES TRUMP: BOEING $BA HAD SOME 'HEADACHES' BUT THEY MAKE BEST PLANES
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⁠Wall St Engine
TRUMP SAYS UAE SAID IT WILL INVEST IN US-PRODUCED SEMICONDUCTORS
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⁠Wall St Engine
TRUMP SAYS WE ARE GOING TO $12-$14 TRILLION INVESTMENTS, SOME WERE ANNOUNCED, SOME WILL BE SHORTLY ANNOUNCED; THE UAE IS DOING GREAT WORK IN TECHNOLOGY AND ARTIFICIAL INTELLIGENCE; STRONG US RELATIONS WITH THE UAE WILL YIELD POSITIVE RESULTS
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⁠Wall St Engine
$TSM to build 9 new facilities in 2025—6 fabs and a packaging plant in Taiwan, and 2 fabs overseas. VP T.S. Chang says 2nm mass production starts this year at Hsinchu and Kaohsiung, with 3nm capacity set to grow 60%.
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⁠Wall St Engine
FED’S BOSTIC:

SEES 1 RATE CUT THIS YEAR AMID UNCERTAINTY. ECONOMIC GROWTH MAY BE 1% OR 0.5% THIS YEAR.

US-CHINA DE-ESCALATION CHANGES MY OUTLOOK `A LITTLE'
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⁠Wall St Engine
Charter $CHTR is in advanced talks to merge with Cox Communications in a cash-and-stock deal valuing Cox at over $30B including debt, per Bloomberg. The Cox family would hold ~20% of the combined company. A deal could be announced within days, barring last-minute changes. - BBG
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⁠Wall St Engine
JPMorgan Reiterates Overweight Rating on $RUN, Says IRA Revisions Manageable and Long-Term Outlook Improving, Maintains PT at $13

Analyst comments: "Earlier this week, we hosted investor meetings with RUN’s CEO, Head of Investor Relations/Deputy CFO, and Head of Project Finance. Unsurprisingly, revisions to IRA incentives in the House reconciliation bill released earlier this week were the primary focus. While RUN believes the bill is less than perfect and would have preferred no reduction to current IRA incentives, the CEO believes the bill is more than workable and expects the final version to closely resemble the current draft.

Additionally, the tariff pause has brought welcome relief to supply chain issues since Liberation Day, and RUN reiterated from last week’s 1Q earnings call that a reduction in the 145% China tariff could push the company toward the high end of its $200–500 million FY25 cash flow guidance. The company remains confident in its market positioning and continues to see strong customer response to the newly released Flex product.

We came away from the meetings and related fieldwork incrementally positive on RUN’s long-term outlook under the proposed IRA revisions. While some uncertainty remains (e.g., tariffs and final IRA resolution), visibility on the multi-year opportunity for RUN is improving."

Analyst: Mark Strouse
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⁠Investing visuals
$NBIS visual breakdown is coming later today! Easily the most requested one so far🤝

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👇 - Investing visuals
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