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Wall St Engine
President Trump said he got a call from the President of the EU Commission, asking to push the 50% tariff deadline to July 9th—and he said it was his "privilege to do so." https://t.co/jFmDSSUv2c
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President Trump said he got a call from the President of the EU Commission, asking to push the 50% tariff deadline to July 9th—and he said it was his "privilege to do so." https://t.co/jFmDSSUv2c
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Wall St Engine
BYD has cut prices on 22 EV and hybrid models—some by as much as 34%—as part of a renewed price war in China. The Seagull is now just ¥55,800 ($7.8K), and the Seal hybrid got a ¥53,000 drop. https://t.co/6F1jsEUVtV
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BYD has cut prices on 22 EV and hybrid models—some by as much as 34%—as part of a renewed price war in China. The Seagull is now just ¥55,800 ($7.8K), and the Seal hybrid got a ¥53,000 drop. https://t.co/6F1jsEUVtV
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Wall St Engine
Xi’s government is weighing a new version of “Made in China 2025” focused on boosting tech manufacturing like chip equipment. China aims to keep manufacturing’s share of GDP steady and is unlikely to set firm consumption targets in its 2026 Five-Year Plan. https://t.co/Iu6hLB3RzW
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Xi’s government is weighing a new version of “Made in China 2025” focused on boosting tech manufacturing like chip equipment. China aims to keep manufacturing’s share of GDP steady and is unlikely to set firm consumption targets in its 2026 Five-Year Plan. https://t.co/Iu6hLB3RzW
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Wall St Engine
Happy Memorial Day! 🇺🇸
Enjoy 30% off any package for LIFE with code 'MEMORIAL'
Get detailed earnings highlights, faster news, in-depth research, trade-ideas, option flow, daily live streams, & more with the best community & team out there!
Get access➡️ https://t.co/tQbdKfsBkQ https://t.co/qFsonH3Cdn
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Happy Memorial Day! 🇺🇸
Enjoy 30% off any package for LIFE with code 'MEMORIAL'
Get detailed earnings highlights, faster news, in-depth research, trade-ideas, option flow, daily live streams, & more with the best community & team out there!
Get access➡️ https://t.co/tQbdKfsBkQ https://t.co/qFsonH3Cdn
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Hidden Value Gems
We can always do things faster if we know them well. But something that we know well often gets boring.
New stuff is more exciting but takes longer to accomplish.
This is just my random Monday thought. I think the point is not to be discouraged by boring stuff; it may be that you are just much more efficient.
But don’t always focus on efficiency as you will miss the new exciting stuff.
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We can always do things faster if we know them well. But something that we know well often gets boring.
New stuff is more exciting but takes longer to accomplish.
This is just my random Monday thought. I think the point is not to be discouraged by boring stuff; it may be that you are just much more efficient.
But don’t always focus on efficiency as you will miss the new exciting stuff.
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Investing visuals
AI is just getting started. Companies I believe will benefit most in each phase:
• Phase 1: $NVDA, $ASML, $AMD, $TSMC, $NBIS
• Phase 2: $MSFT, $META, $GOOGL, $AMZN
• Phase 3: $PLTR, $NOW, $TEM, $DDOG, $NET
• Phase 4: $CRWD, $PANW, $TEAM, $CRM, $SHOP https://t.co/jT94xVTE4y
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AI is just getting started. Companies I believe will benefit most in each phase:
• Phase 1: $NVDA, $ASML, $AMD, $TSMC, $NBIS
• Phase 2: $MSFT, $META, $GOOGL, $AMZN
• Phase 3: $PLTR, $NOW, $TEM, $DDOG, $NET
• Phase 4: $CRWD, $PANW, $TEAM, $CRM, $SHOP https://t.co/jT94xVTE4y
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Quiver Quantitative
BREAKING: Representative Byron Donalds just filed new stock trades.
One of them stood out.
He bought stock in Amphenol, $APH.
We'd never seen him trade this stock before.
The company released a strong earnings report right after he bought in.
The stock is now up 33% since his purchase.
Full trade list up on Quiver.
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BREAKING: Representative Byron Donalds just filed new stock trades.
One of them stood out.
He bought stock in Amphenol, $APH.
We'd never seen him trade this stock before.
The company released a strong earnings report right after he bought in.
The stock is now up 33% since his purchase.
Full trade list up on Quiver.
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Dimitry Nakhla | Babylon Capital®
Take a look at $CRM quarterly revenue over the past 10 years (40 quarters) & annual revenue for the past 20 years 🤯
1. Revenue increased in 38/40 quarters
2. Revenue increased in 20/20 years
It doesn’t get more predictable than $CRM
$CRM trades for a 5.1% (NTM) FCF Yield 💰 https://t.co/W1w7xPMQxm
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Take a look at $CRM quarterly revenue over the past 10 years (40 quarters) & annual revenue for the past 20 years 🤯
1. Revenue increased in 38/40 quarters
2. Revenue increased in 20/20 years
It doesn’t get more predictable than $CRM
$CRM trades for a 5.1% (NTM) FCF Yield 💰 https://t.co/W1w7xPMQxm
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