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Interesting for $HOOD investors: interview with CEO @vladtenev about their Q1 results 👌
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Interesting for $HOOD investors: interview with CEO @vladtenev about their Q1 results 👌
🔴 LIVE - $HOOD Q1 '25 EARNINGS Q&A WITH CEO @VLADTENEV https://t.co/bKj7dANhA3 tweet
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Offshore
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Dimitry Nakhla | Babylon Capital®
The S&P 500 $SPY rose 9 days in a row, its longest win streak in 20 years 📈
Did you miss one of the most historic runs in recent history?
Don’t worry
Here are 5 high-quality stocks STILL trading at attractive valuations 🧵 https://t.co/3AJT7hPmD4
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The S&P 500 $SPY rose 9 days in a row, its longest win streak in 20 years 📈
Did you miss one of the most historic runs in recent history?
Don’t worry
Here are 5 high-quality stocks STILL trading at attractive valuations 🧵 https://t.co/3AJT7hPmD4
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App Economy Insights
$BRK Berkshire Hathaway Q1 FY25.
"The one problem with the investment business is that things don't come along in an orderly fashion." ~ Warren Buffett.
• Net profit $4.7B.
• Segment margin 13% (-1pp Y/Y).
• Investment losses (unrealized) $6.4B.
• Cash and short-term securities $348B.
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$BRK Berkshire Hathaway Q1 FY25.
"The one problem with the investment business is that things don't come along in an orderly fashion." ~ Warren Buffett.
• Net profit $4.7B.
• Segment margin 13% (-1pp Y/Y).
• Investment losses (unrealized) $6.4B.
• Cash and short-term securities $348B.
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Wall St Engine
RT @wallstengine: If you support this account, go ahead and like ♥️ this post. I’m committed to sharing quality and accurate information and will always do my best to avoid spreading anything misleading or false.
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RT @wallstengine: If you support this account, go ahead and like ♥️ this post. I’m committed to sharing quality and accurate information and will always do my best to avoid spreading anything misleading or false.
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Wall St Engine
Warren Buffett’s advice for young peoplel:
• Surround yourself with people who make you better
• Pick mentors you admire — you’ll pick up their habits
• Don’t chase high starting salaries; chase learning
• Do work you’d do even if money wasn’t a factor
• Be around those who bring the best out of others
• If you’re born in the U.S., “you’ve already won the game”
• And if you’re lucky, find your passion early — that’s the real win
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Warren Buffett’s advice for young peoplel:
• Surround yourself with people who make you better
• Pick mentors you admire — you’ll pick up their habits
• Don’t chase high starting salaries; chase learning
• Do work you’d do even if money wasn’t a factor
• Be around those who bring the best out of others
• If you’re born in the U.S., “you’ve already won the game”
• And if you’re lucky, find your passion early — that’s the real win
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Offshore
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Investing visuals
$NBIS 20-F quote:
"A comprehensive suite of AI services – from data preparation to model deployment – within a single environment, eliminating the need for multiple vendors and resulting in efficiencies, reduced operational complexity and improved ROI"
This perfectly reinforces what I shared earlier: $NBIS is building vertically integrated AI offerings.
The all-in-one AI package👌
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$NBIS 20-F quote:
"A comprehensive suite of AI services – from data preparation to model deployment – within a single environment, eliminating the need for multiple vendors and resulting in efficiencies, reduced operational complexity and improved ROI"
This perfectly reinforces what I shared earlier: $NBIS is building vertically integrated AI offerings.
The all-in-one AI package👌
Why I believe Nebius $NBIS has a lot of potential (hint: it is not their hardware business) 👇
$NBIS is a so called "Neo-Cloud" business. Providing GPU compute capacity to other businesses. Due to their own high-tech datacenter they can do so at competitive pricing.
But...this is where the near to mid-term growth is and only a part of what makes $NBIS compelling to me. The most interesting part is their vertically integrated offerings.
A full stack AI platform: from bare metal hardware consisting of GPU & datacenters, to managed cloud clusters, to a software stack they are building on top of it.
To me, its software stack is the most interesting part long term. If GPU's become a commodity, their biggest driver of growth could be the software ecosystem that they are currently building. Toloka is a great example growing 140% YoY. The more they build on top of their own infrastructure, the wider $NBIS moat will become.
Oh and let's not forget $NBIS autonomous driving and delivery robots (Avride) plus its EdTech business (Tripleten).
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Wall St Engine
Buffett: This hasn’t been a dramatic bear market... If being down 15% shakes you, you may need a new philosophy.
The Dow was 240 when I was born—now it’s over 40K. Stocks only go up long term. Somewhere in next 20Yrs There’ll be a crash & you should invest heavily when it comes. https://t.co/PbEQPAzCeX
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Buffett: This hasn’t been a dramatic bear market... If being down 15% shakes you, you may need a new philosophy.
The Dow was 240 when I was born—now it’s over 40K. Stocks only go up long term. Somewhere in next 20Yrs There’ll be a crash & you should invest heavily when it comes. https://t.co/PbEQPAzCeX
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Offshore
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App Economy Insights
What are you watching this week?
• Monday: $PLTR, $HIMS
• Tuesday: $AMD, $ANET, $CELH, $DDOG
• Wednesday: $APP, $DIS, $UBER, $NVO
• Thursday: $MELI, $SHOP, $TTD, $COIN
All visualized in our PRO coverage next Saturday. https://t.co/iCD6j5AqE6
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What are you watching this week?
• Monday: $PLTR, $HIMS
• Tuesday: $AMD, $ANET, $CELH, $DDOG
• Wednesday: $APP, $DIS, $UBER, $NVO
• Thursday: $MELI, $SHOP, $TTD, $COIN
All visualized in our PRO coverage next Saturday. https://t.co/iCD6j5AqE6
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Wall St Engine
WARREN BUFFETT: NEVER BET AGAINST AMERICA; U.S. 🇺🇸 EXCEPTIONALISM IS STILL THERE.'
“We’ve gone through great recessions, we’ve gone through world wars, we’ve gone through the development of an atomic bomb that we never dreamt of at the time I was born, so I would not get discouraged about the fact that it doesn’t look like we’ve solved every problem that’s come along"
"We’ll always find all kinds of things to criticize in the country, but the luckiest day in my life is the day I was born [because] I was born in the United States.”
“If I were being born today, I’d keep negotiating in the womb until they said I could be in the U.S.”
“There are 8 billion people in the world and just 300 million here. If you’re already in the U.S., you’ve already won the game. Make the most of it.”
“WE’RE ALL PRETTY LUCKY!”
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WARREN BUFFETT: NEVER BET AGAINST AMERICA; U.S. 🇺🇸 EXCEPTIONALISM IS STILL THERE.'
“We’ve gone through great recessions, we’ve gone through world wars, we’ve gone through the development of an atomic bomb that we never dreamt of at the time I was born, so I would not get discouraged about the fact that it doesn’t look like we’ve solved every problem that’s come along"
"We’ll always find all kinds of things to criticize in the country, but the luckiest day in my life is the day I was born [because] I was born in the United States.”
“If I were being born today, I’d keep negotiating in the womb until they said I could be in the U.S.”
“There are 8 billion people in the world and just 300 million here. If you’re already in the U.S., you’ve already won the game. Make the most of it.”
“WE’RE ALL PRETTY LUCKY!”
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Offshore
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Wall St Engine
Apple $AAPL is reportedly shifting its iPhone release schedule. Per The Information, starting with the iPhone 18 series in 2026, the higher-end Pro models will launch in the fall as usual, but the standard models will be delayed until the following spring. https://t.co/GGLzP1dZK8
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Apple $AAPL is reportedly shifting its iPhone release schedule. Per The Information, starting with the iPhone 18 series in 2026, the higher-end Pro models will launch in the fall as usual, but the standard models will be delayed until the following spring. https://t.co/GGLzP1dZK8
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