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CHINA GOLD IMPORTS JUMP TO 11-MONTH HIGH
Despite record prices, China brought in 127.5 tons of gold in April — up 73% from March — as investors rushed to hedge rising geopolitical risks. PBOC eased import quotas to meet the spike in demand. Gold briefly hit $3,500/oz last month. https://t.co/sZOxuF0oSf
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CHINA GOLD IMPORTS JUMP TO 11-MONTH HIGH
Despite record prices, China brought in 127.5 tons of gold in April — up 73% from March — as investors rushed to hedge rising geopolitical risks. PBOC eased import quotas to meet the spike in demand. Gold briefly hit $3,500/oz last month. https://t.co/sZOxuF0oSf
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PALANTIR PARTNERS WITH DIVERGENT TECH TO POWER ON-DEMAND MANUFACTURING
$PLTR teams up with Divergent Technologies to integrate advanced manufacturing into its Warp Speed and Foundry platforms. The move gives defense and commercial clients access to Divergent’s AI-driven DAPS system, enabling rapid production of critical parts to plug supply chain gaps.
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PALANTIR PARTNERS WITH DIVERGENT TECH TO POWER ON-DEMAND MANUFACTURING
$PLTR teams up with Divergent Technologies to integrate advanced manufacturing into its Warp Speed and Foundry platforms. The move gives defense and commercial clients access to Divergent’s AI-driven DAPS system, enabling rapid production of critical parts to plug supply chain gaps.
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Dimitry Nakhla | Babylon Capital®
Novo Nordisk $NVO credit rating upgraded to AA from AA- by S&P Global $SPGI ✅
Don’t miss the fourth photo❗️
I believe few investors truly grasp the potential of GLP-1s:
•Reduces chronic disease risks
•Addresses obesity
•Reduces cardiovascular risks
•Delays neurodegenerative disorders (e.g. Alzheimer’s)
•Lowers cancer risk (e.g. colon cancer)
•Enhances metabolic health
•Decreases reliance on other meds
•Minimizes invasive treatments
•Combats addiction
•Could slow aging
•Lowers healthcare costs
$NVO trades for ~16x NTM earnings, near its lowest valuation in the last decade
$NVO has averaged a 59% ROIC over the past 20 years
$NVO has $6.02B in cash & $13.96B in long-term debt
With all this being said, and down -55% from all time highs, today $NVO is a strong consideration for investment at $67💵
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Novo Nordisk $NVO credit rating upgraded to AA from AA- by S&P Global $SPGI ✅
Don’t miss the fourth photo❗️
I believe few investors truly grasp the potential of GLP-1s:
•Reduces chronic disease risks
•Addresses obesity
•Reduces cardiovascular risks
•Delays neurodegenerative disorders (e.g. Alzheimer’s)
•Lowers cancer risk (e.g. colon cancer)
•Enhances metabolic health
•Decreases reliance on other meds
•Minimizes invasive treatments
•Combats addiction
•Could slow aging
•Lowers healthcare costs
$NVO trades for ~16x NTM earnings, near its lowest valuation in the last decade
$NVO has averaged a 59% ROIC over the past 20 years
$NVO has $6.02B in cash & $13.96B in long-term debt
With all this being said, and down -55% from all time highs, today $NVO is a strong consideration for investment at $67💵
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Wall St Engine
Bernstein on $CORZ (Outperform; $17 PT):
Analyst comments: 'Will the stock now coattail CoreWeave's rise? CoreWeave (not covered) is up 115% since its IPO. Meanwhile, CoreWeave’s largest data center partner (~37% of contracted power), CORZ is up ~70% in last 30 days, while still being down 25% YTD reflecting mixed investor confidence in AI capex. With CoreWeave’s order book reflecting $15.9Bn new orders from OpenAI and strong delivery pipeline by CORZ (250MW in 2025) including progress on its 260MW Denton site for OpenAI, investor confidence in CORZ should recover quickly, in our view. CORZ is executing one of the largest Blackwell GB200 clusters in the U.S. We believe, CORZ is still valued as a Bitcoin miner and not as cutting edge data center platform with a capital light model (CORZ Outperform - PT$17)."
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Bernstein on $CORZ (Outperform; $17 PT):
Analyst comments: 'Will the stock now coattail CoreWeave's rise? CoreWeave (not covered) is up 115% since its IPO. Meanwhile, CoreWeave’s largest data center partner (~37% of contracted power), CORZ is up ~70% in last 30 days, while still being down 25% YTD reflecting mixed investor confidence in AI capex. With CoreWeave’s order book reflecting $15.9Bn new orders from OpenAI and strong delivery pipeline by CORZ (250MW in 2025) including progress on its 260MW Denton site for OpenAI, investor confidence in CORZ should recover quickly, in our view. CORZ is executing one of the largest Blackwell GB200 clusters in the U.S. We believe, CORZ is still valued as a Bitcoin miner and not as cutting edge data center platform with a capital light model (CORZ Outperform - PT$17)."
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Investing visuals
$NBIS just posted a strong quarter.
Here’s $NBIS visualized👇
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$NBIS just posted a strong quarter.
Here’s $NBIS visualized👇
$NBIS: everything you need to know, visualized:
• The all-in-one AI package
• Business segments
• Sentiment
• Global expansion
• Total Addressable Market
• Quarterly revenue
• Gross margins
• Balance Sheet
• Valuation
A thread 🧵👇 https://t.co/ENSz20e3vA tweet