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โ Dimitry Nakhla | Babylon Capitalยฎ RT @DimitryNakhla: A quality valuation analysis on $UNH ๐ง๐ฝโโ๏ธ โขNTM P/E Ratio: 11.17x โข10-Year Mean: 18.80x โขNTM FCF Yield: 11.28% โข5-Year Mean: 5.70% As you can see, $UNH appears to be trading below fair value Goingโฆ
๏ฟฝ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐, ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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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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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 Iโve seen on X ever. Excellent work. Also appreciate how you said youโre not gonna buy it at the bottom. Most people donโt disclose that. ๐ iโm considering LEAPs on them.
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RT @FortressCaptial: @DimitryNakhla That is one of the best stock analysis posts Iโve seen on X ever. Excellent work. Also appreciate how you said youโre not gonna buy it at the bottom. Most people donโt disclose that. ๐ iโm considering LEAPs on them.
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โ Wall St Engine
$GOOGL DREW A HARD LINE ON AI SEARCH DATA
Google gave website owners little choice when it came to using their content to train and power its AI-driven search. According to internal documents revealed in the antitrust trial, Google knew it couldโve asked for publisher permissionโbut decided it was too messy. Instead, they made a โsilent updateโ with no public notice and required any publisher who wanted to appear in search to also feed its AI tools.
The doc shows Google had discussed giving sites more granular controlsโlike opting out of AI Overviews while staying in regular searchโbut ultimately offered no new options. The only real โoutโ was a technical no-snippet tag that also tanks visibility in search results.
With over 90% of the search market, Google holds all the leverage, and many publishers say AI Overviews have already hurt their traffic and ad revenue. As antitrust regulators push for changes, one key remedy on the table would force Google to let sites opt out of model training on a product-by-product basisโwithout getting booted from search entirely.
As Bloomberg reports, this strategy was all about keeping Googleโs AI pipeline full while giving publishers the least control possible.
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$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 couldโve asked for publisher permissionโbut decided it was too messy. Instead, they made a โsilent 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 controlsโlike opting out of AI Overviews while staying in regular searchโbut ultimately offered no new options. The only real โoutโ 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 basisโwithout getting booted from search entirely.
As Bloomberg reports, this strategy was all about keeping Googleโs 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% ๐ณ
$QQQ -0.03% ๐ณ
$DJI +0.27% ๐ฉ
$IWM -0.51% ๐ฅ https://t.co/ecFYSvlwkC
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S&P 500 Closing Bell Heatmap (May 19, 2025)
$SPY +0.02% ๐ณ
$QQQ -0.03% ๐ณ
$DJI +0.27% ๐ฉ
$IWM -0.51% ๐ฅ https://t.co/ecFYSvlwkC
S&P 500 Opening Bell Heatmap (May 19, 2025)
$SPY -0.92% ๐ฅ
$QQQ -1.25% ๐ฅ
$DJI -0.64% ๐ฅ
$IWM -1.42% ๐ฅ https://t.co/b05lSdyqXG - Wall St Enginetweet
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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 havenโt we limited Big Money contributions?
Letโs listen to Americans and pass my Political Reform Plan to ban PAC and lobbyists' donations." https://t.co/6IhBiYMXs2
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Representative Ro Khanna just said:
"If 82% of American voters view the influence of money in politics as a threat to democracy, why havenโt we limited Big Money contributions?
Letโs listen to Americans and pass my Political Reform Plan to ban PAC and lobbyists' donations." https://t.co/6IhBiYMXs2
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โ Quiver Quantitative
Top congressional fundraisers in Q1:
๐ต Bernie Sanders: $11.6M
๐ต Jon Ossoff: $11.2M
๐ต AOC: $9.6M
๐ต Chris Murphy: $8.0M
๐ด Mark Lynch: $5.1M
๐ต Hakeem Jeffries: $3.7M
๐ต Ro Khanna: $3.7M
๐ต Raja Krishnmoorthi: $3.1M
๐ต Mark Warner: $3.0M
๐ด Steve Scalise: $2.6M https://t.co/0BaVfk2s6g
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Top congressional fundraisers in Q1:
๐ต Bernie Sanders: $11.6M
๐ต Jon Ossoff: $11.2M
๐ต AOC: $9.6M
๐ต Chris Murphy: $8.0M
๐ด Mark Lynch: $5.1M
๐ต Hakeem Jeffries: $3.7M
๐ต Ro Khanna: $3.7M
๐ต Raja Krishnmoorthi: $3.1M
๐ต Mark Warner: $3.0M
๐ด Steve Scalise: $2.6M https://t.co/0BaVfk2s6g
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