Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ RT @DimitryNakhla: A quality valuation analysis on $UNH ๐Ÿง˜๐Ÿฝโ€โ™‚๏ธ โ€ขNTM P/E Ratio: 11.17x โ€ข10-Year Mean: 18.80x โ€ขNTM FCF Yield: 11.28% โ€ข5-Year Mean: 5.70% As you can see, $UNH appears to be trading below fair value Goingโ€ฆ
๏ฟฝ๐ฎ๐ซ๐œ๐ž๐ฌ ๐›๐ž๐ฅ๐ข๐ž๐ฏ๐ž๐ ๐ญ๐จ ๐›๐ž ๐ซ๐ž๐ฅ๐ข๐š๐›๐ฅ๐ž, ๐›๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž๐ ๐š๐ฌ ๐ญ๐จ ๐œ๐จ๐ฆ๐ฉ๐ฅ๐ž๐ญ๐ž๐ง๐ž๐ฌ๐ฌ ๐จ๐ซ ๐š๐œ๐œ๐ฎ๐ซ๐š๐œ๐ฒ.
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โ Quiver Quantitative
JUST IN: Representative Dan Newhouse just disclosed dozens of stock sales.

Including a well-timed sale of UnitedHealth, $UNH.

Full trade list up on Quiver. https://t.co/aBjZ5jt7fy
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โ Dimitry Nakhla | Babylon Capitalยฎ
RT @FortressCaptial: @DimitryNakhla That is one of the best stock analysis posts Iโ€™ve seen on X ever. Excellent work. Also appreciate how you said youโ€™re not gonna buy it at the bottom. Most people donโ€™t disclose that. ๐Ÿ‘ iโ€™m considering LEAPs on them.
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โ Wall St Engine
$GOOGL DREW A HARD LINE ON AI SEARCH DATA

Google gave website owners little choice when it came to using their content to train and power its AI-driven search. According to internal documents revealed in the antitrust trial, Google knew it couldโ€™ve asked for publisher permissionโ€”but decided it was too messy. Instead, they made a โ€œsilent updateโ€ with no public notice and required any publisher who wanted to appear in search to also feed its AI tools.

The doc shows Google had discussed giving sites more granular controlsโ€”like opting out of AI Overviews while staying in regular searchโ€”but ultimately offered no new options. The only real โ€œoutโ€ was a technical no-snippet tag that also tanks visibility in search results.

With over 90% of the search market, Google holds all the leverage, and many publishers say AI Overviews have already hurt their traffic and ad revenue. As antitrust regulators push for changes, one key remedy on the table would force Google to let sites opt out of model training on a product-by-product basisโ€”without getting booted from search entirely.

As Bloomberg reports, this strategy was all about keeping Googleโ€™s AI pipeline full while giving publishers the least control possible.
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โ Wall St Engine
S&P 500 Closing Bell Heatmap (May 19, 2025)

$SPY +0.02% ๐Ÿ”ณ
$QQQ -0.03% ๐Ÿ”ณ
$DJI +0.27% ๐ŸŸฉ
$IWM -0.51% ๐ŸŸฅ https://t.co/ecFYSvlwkC

S&P 500 Opening Bell Heatmap (May 19, 2025)

$SPY -0.92% ๐ŸŸฅ
$QQQ -1.25% ๐ŸŸฅ
$DJI -0.64% ๐ŸŸฅ
$IWM -1.42% ๐ŸŸฅ https://t.co/b05lSdyqXG
- Wall St Engine
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โ Quiver Quantitative
Representative Ro Khanna just said:

"If 82% of American voters view the influence of money in politics as a threat to democracy, why havenโ€™t we limited Big Money contributions?

Letโ€™s listen to Americans and pass my Political Reform Plan to ban PAC and lobbyists' donations." https://t.co/6IhBiYMXs2
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โ Wall St Engine
FEDEX $FDX- FREIGHT SPIN-OFF EXPECTED BY JUNE 2026 - RTRS
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โ Wall St Engine
COINBASE $COIN CUSTOMER DATA THEFT TO BE INVESTIGATED BY JUSTICE DEPARTMENT
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โ Quiver Quantitative
Top congressional fundraisers in Q1:

๐Ÿ”ต Bernie Sanders: $11.6M
๐Ÿ”ต Jon Ossoff: $11.2M
๐Ÿ”ต AOC: $9.6M
๐Ÿ”ต Chris Murphy: $8.0M
๐Ÿ”ด Mark Lynch: $5.1M
๐Ÿ”ต Hakeem Jeffries: $3.7M
๐Ÿ”ต Ro Khanna: $3.7M
๐Ÿ”ต Raja Krishnmoorthi: $3.1M
๐Ÿ”ต Mark Warner: $3.0M
๐Ÿ”ด Steve Scalise: $2.6M https://t.co/0BaVfk2s6g
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