Wall St Engine
RT @Stocktwits: 🔴 LIVE - $HOOD Q1 '25 EARNINGS Q&A WITH CEO @VLADTENEV https://t.co/bKj7dANhA3
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RT @Stocktwits: 🔴 LIVE - $HOOD Q1 '25 EARNINGS Q&A WITH CEO @VLADTENEV https://t.co/bKj7dANhA3
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Wall St Engine
GALLUP POLL: “Who do you think is more responsible for the current state of the U.S. economy?”
"46% of Americans say Trump is more responsible for how the economy’s doing right now, compared to 27% who point to Biden. Another 21% say both are equally responsible." https://t.co/38a5b3hsCJ
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GALLUP POLL: “Who do you think is more responsible for the current state of the U.S. economy?”
"46% of Americans say Trump is more responsible for how the economy’s doing right now, compared to 27% who point to Biden. Another 21% say both are equally responsible." https://t.co/38a5b3hsCJ
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Wall St Engine
U.S. lawmakers are urging the SEC to delist Alibaba $BABA and 24 other Chinese companies over alleged military ties and national security risks, per FT. Targets include Baidu, $JD.com, and Tencent Music. Lawmakers say these firms “advance CCP objectives” using U.S. capital. https://t.co/54Bhvq9VL3
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U.S. lawmakers are urging the SEC to delist Alibaba $BABA and 24 other Chinese companies over alleged military ties and national security risks, per FT. Targets include Baidu, $JD.com, and Tencent Music. Lawmakers say these firms “advance CCP objectives” using U.S. capital. https://t.co/54Bhvq9VL3
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The All-In Podcast
POD UP🚨
@levie and @typesfast join the show, @friedberg is off this week!
-- trump's first 100 days: what worked, what can improve
-- tariffs deep dive: impact on global trade
-- amazon backs down on tariffs pricing
-- ai agents: the next great product
-- how ai will 1,000,000x over the next four years
(0:00) the besties welcome box's aaron levie and flexport's ryan petersen!
(4:05) is sacks back?
(8:16) reacting to trump's first 100 days
(28:13) global trade disruption, how businesses are dealing with tariffs
(49:11) amazon flip-flops on tariff pricing feature; national security issues
(1:04:10) ai agents, 1,000,000x'ing ai, and more
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POD UP🚨
@levie and @typesfast join the show, @friedberg is off this week!
-- trump's first 100 days: what worked, what can improve
-- tariffs deep dive: impact on global trade
-- amazon backs down on tariffs pricing
-- ai agents: the next great product
-- how ai will 1,000,000x over the next four years
(0:00) the besties welcome box's aaron levie and flexport's ryan petersen!
(4:05) is sacks back?
(8:16) reacting to trump's first 100 days
(28:13) global trade disruption, how businesses are dealing with tariffs
(49:11) amazon flip-flops on tariff pricing feature; national security issues
(1:04:10) ai agents, 1,000,000x'ing ai, and more
tweet
twitter.com
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Video
The All-In Podcast
Aaron Levie on why he thinks AI Doomers are WRONG about job replacement
@levie laid out his bullish stance on AI:
-- 90% new work creation 📈
-- 10% job replacement 🤖
"Most of our conversations with customers are, when they have AI agents, they can now go and actually deliver work in areas that would've been unaffordable previously."
"In the Valley, unfortunately, we've been co-opted somewhat with a little bit of a doomer mindset in some areas."
"And we think of then AI as, like, 'It's all fixed pie, it's gonna replace things.'"
"And on the ground with large enterprises, the vast majority of the use cases are, it's the ability to finally review the contracts that we never got around to reviewing."
"It's the ability to finally automate an invoice process that we never did."
"It's the ability to go in and just create marketing campaigns in every language that we never got around to."
"So I think that'll probably be actually like 90% of the usage of AI in the future will be things that if we look back and we snapped the line right now, and we said this is what knowledge work is today."
"90% of AI usage will be things that we don't do today."
"I don't like the word replace because I think most of the upside is actually gonna be for companies that now deploy labor at things that they wouldn't have deployed labor at before."
tweet
Aaron Levie on why he thinks AI Doomers are WRONG about job replacement
@levie laid out his bullish stance on AI:
-- 90% new work creation 📈
-- 10% job replacement 🤖
"Most of our conversations with customers are, when they have AI agents, they can now go and actually deliver work in areas that would've been unaffordable previously."
"In the Valley, unfortunately, we've been co-opted somewhat with a little bit of a doomer mindset in some areas."
"And we think of then AI as, like, 'It's all fixed pie, it's gonna replace things.'"
"And on the ground with large enterprises, the vast majority of the use cases are, it's the ability to finally review the contracts that we never got around to reviewing."
"It's the ability to finally automate an invoice process that we never did."
"It's the ability to go in and just create marketing campaigns in every language that we never got around to."
"So I think that'll probably be actually like 90% of the usage of AI in the future will be things that if we look back and we snapped the line right now, and we said this is what knowledge work is today."
"90% of AI usage will be things that we don't do today."
"I don't like the word replace because I think most of the upside is actually gonna be for companies that now deploy labor at things that they wouldn't have deployed labor at before."
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Investing visuals
Major earnings week ahead! Notable names:
• Monday: $PLTR, $HIMS
• Tuesday: $AMD, $DDOG, $TEM, $CELH
• Wednesday: $UBER, $APP, $ARM, $AXON
• Thursday: $TTD, $SHOP, $MELI, $NET
Which one are you most excited about? https://t.co/4tqEmRtl3r
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Major earnings week ahead! Notable names:
• Monday: $PLTR, $HIMS
• Tuesday: $AMD, $DDOG, $TEM, $CELH
• Wednesday: $UBER, $APP, $ARM, $AXON
• Thursday: $TTD, $SHOP, $MELI, $NET
Which one are you most excited about? https://t.co/4tqEmRtl3r
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Wall St Engine
The 𝕏 recommendation algorithm is getting replaced by a lightweight version of Grok
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The 𝕏 recommendation algorithm is getting replaced by a lightweight version of Grok
The 𝕏 recommendation algorithm is being replaced with a lightweight version of @Grok, so will soon be dramatically better!
You should notice some improvement already. tweet
twitter.com
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Offshore
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Investing visuals
$PLTR visualized:
• How they make money
• Revenue sources
• Revenue and FCF growth
• Customer growth
• Margins
• Valuation
• One-pager business breakdown
A thread 🧵👇 https://t.co/PrkIyQFCja
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$PLTR visualized:
• How they make money
• Revenue sources
• Revenue and FCF growth
• Customer growth
• Margins
• Valuation
• One-pager business breakdown
A thread 🧵👇 https://t.co/PrkIyQFCja
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Wall St Engine
UPCOMING KEY EVENTS FOR THE WEEK STARTING MAY 05, 2025
Mon: Services PMI + $ON, $HIMS, $PLTR, $F
Tues: $CELH, $DDOG, $AMD, $SMCI, $ANET, $RIVN
Wed: FOMC + $UBER, $DIS, $NVO, $U, $VST, $ARM, $MELI, $APP, $IONQ, $OXY, $CVNA, $DASH, $AXON
Thu: $SHOP, $CROX, $QBTS, $PTON, $COIN, $RKLB, $SOUN, $TTD, $NET, $DKNG, $AFRM, $PINS, $LYFT
Follow me @wallstengine for FREE, FAST, ACCURATE, & CONSISTENT stock market updates—actionable news, earnings highlights, and sharp market commentary every now and then. Everything you need as a trader or investor to keep you informed and ahead of the game!
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UPCOMING KEY EVENTS FOR THE WEEK STARTING MAY 05, 2025
Mon: Services PMI + $ON, $HIMS, $PLTR, $F
Tues: $CELH, $DDOG, $AMD, $SMCI, $ANET, $RIVN
Wed: FOMC + $UBER, $DIS, $NVO, $U, $VST, $ARM, $MELI, $APP, $IONQ, $OXY, $CVNA, $DASH, $AXON
Thu: $SHOP, $CROX, $QBTS, $PTON, $COIN, $RKLB, $SOUN, $TTD, $NET, $DKNG, $AFRM, $PINS, $LYFT
Follow me @wallstengine for FREE, FAST, ACCURATE, & CONSISTENT stock market updates—actionable news, earnings highlights, and sharp market commentary every now and then. Everything you need as a trader or investor to keep you informed and ahead of the game!
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Offshore
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Wall St Engine
BUFFETT’S CASH PILE HITS NEW RECORD
Berkshire says “considerable uncertainty remains” as it ends Q1 with a record $347.7B in cash and cash equivalents—up from $334.2B last quarter. Net earnings fell 63% Y/Y to $4.67B, with operating earnings down 14% to $9.6B. https://t.co/0SvVezKbi0
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BUFFETT’S CASH PILE HITS NEW RECORD
Berkshire says “considerable uncertainty remains” as it ends Q1 with a record $347.7B in cash and cash equivalents—up from $334.2B last quarter. Net earnings fell 63% Y/Y to $4.67B, with operating earnings down 14% to $9.6B. https://t.co/0SvVezKbi0
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