⁠Wall St Engine
PBOC GOVERNOR PAN: CHINA WILL PROMOTE INTERNATIONAL USE OF YUAN
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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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⁠Investing visuals
$NBIS Q1 Earnings 🚨

• Revenue $55M vs. Est. $58M
• EPS ($0.39) vs. Est. ($0.45)
• EBITDA ($63M) vs. Est. ($94M)
• ARR $249M vs. Est. $220M

2025 Outlook
• Reaffirms guidance of $750-$1Bln
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⁠Wall St Engine
CANADA INFLATION EASES TO 1.7% Y/Y IN APRIL, EST. 1.6%
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⁠Investing visuals
$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 - Investing visuals
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⁠Wall St Engine
EU 🇪🇺 TO IMPOSE FLAT TAX ON SMALL ITEMS ORDERED ONLINE: FT
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⁠Investing visuals
$NVDA data center revenue grew 575x over the past 10 years.

Let that sink in for a moment… https://t.co/S08pTRRY0t
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⁠Wall St Engine
$TSLA ELON MUSK:

I AM STILL COMMITTED TO BE TESLA CEO IN 5 YEARS TIME, UNLESS I DIE; HAVING REASONABLE CONTROL OF TESLA IS MOST IMPORTANT FACTOR TO REMAIN CEO https://t.co/1u9e7OctwN
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⁠Wall St Engine
ELON MUSK:

$TSLA SALES ARE WEAK IN EUROPE AND STRONG ELSEWHERE. TESLA SALES ARE SEEING NO PROBLEM WITH DEMAND.
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⁠Wall St Engine
ELON MUSK SAYS HE’S SPENDING 1–2 DAYS A WEEK IN DC, PLANS DINNER WITH TRUMP THIS WEEK
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⁠Wall St Engine
ELON MUSK: IT IS POSSIBLE THAT STARLINK MIGHT GO PUBLIC AT ONE POINT IN THE FUTURE, BUT "I AM IN NO RUSH"
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⁠Wall St Engine
S&P 500 Opening Bell Heatmap (May 20, 2025)

$SPY -0.29% 🟥
$QQQ -0.45% 🟥
$DJI -0.16% 🟥
$IWM -0.27% 🟥
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⁠Wall St Engine
ELON MUSK SAYS HE IS PUSHING AHEAD WITH LAWSUIT AGAINST OPEN AI
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⁠Wall St Engine
UK TO PAUSE FREE TRADE AGREEMENT TALKS WITH ISRAEL IMMEDIATELY
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⁠Wall St Engine
TRUMP TO MAKE 3 PM ANNOUNCEMENT WITH SECRETARY OF DEFENSE
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