⁠Wall St Engine
RT @wallstengine: 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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⁠Wall St Engine
RT @wallstengine: Warren Buffett: "Be very careful who you work for, because you will take on the habits of the people around you."
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⁠Wall St Engine
US MULLS ORDERS TO FACILITATE NUCLEAR PLANT CONSTRUCTION: NYT
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⁠Wall St Engine
The Trump admin is weighing executive orders to fast-track nuclear expansion—aiming to 4x capacity by 2050. Drafts call for overhauling NRC rules, easing radiation limits, and deploying reactors on military sites and AI data centers. - NYT https://t.co/BD3Xxr63IF
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⁠Wall St Engine
CALM BEFORE THE STORM?

$SPY -0.43% 🟥
$QQQ -0.16% 🟥
$DJI -0.16% 🟥
$IWM +0.17% 🟩

Here's a final weekly heatmap of S&P 500
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AkhenOsiris
Says the newly born protectionist!

PRESIDENT TRUMP: CHINA SHOULD OPEN UP ITS MARKET TO USA — WOULD BE SO GOOD FOR THEM!!! CLOSED MARKETS DON’T WORK ANYMORE!!! - Wall St Engine
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AkhenOsiris
$GENI $SRAD stand to gain

Live betting represented more than 50% of DraftKings handle in Q1 2025, the first time in company history in-play wagering made up the majority of handle, $DKNG CEO Jason Robins said during today's earnings call - Ryan Butler
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AkhenOsiris
BBG:

It’s also unclear what some of the smallest economies could offer the US in exchange for more preferential treatment.

For example, Lesotho, an African mountain kingdom with a population less than Chicago, has a substantial trade deficit to the US from exporting diamonds and apparel. Lesotho is one of the world’s poorest nations and faces a 50% reciprocal tariff if no deal is reached. It recently granted billionaire Trump backer Elon Musk’s Starlink a 10-year license to operate and has pledged to find ways to remove other obstacles to US investment.
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⁠Wall St Engine
Out of 158 million jobs in the U.S. economy, only 29 million are with S&P 500 companies. https://t.co/nRaN2l7fyd
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⁠Wall St Engine
US IS CONDUCTING SECTION 232 PROBE ON COMMERCIAL AIRCRAFT AND PARTS
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⁠Wall St Engine
$NBIS is getting more interesting: ClickHouse is raising at a $6B valuation, valuing NBIS’s 28% stake at ~$1.68B — that’s 25% of its market cap. Add Bezos backing Toloka and Avride now seeking funding, and the sum-of-the-parts story here is quietly building real weight.
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⁠The All-In Podcast
POD UP! 🚨 this one is all business 📈

legendary investor @plaffont fills in for @DavidSacks

-- fed hesitates on tariff uncertainty

-- ai tokens >> tariffs

-- google's value in a post-search world

-- creating a new mag 7

-- the death of traditional vc

-- what makes a great investor

++ much more

(0:00) the besties intro philippe laffont!

(2:12) miami f1 recap!

(12:10) fed holds rates steady on tariff uncertainty

(32:47) google drops after apple sees fall in search queries

(56:48) creating a new mag 7

(1:07:00) private markets: is traditional vc dead, coatue's new fund structure, what makes a great investor
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⁠Wall St Engine
TRUMP: “There’s always a baseline 10% tariff, and some will be much higher… I mean, there could be an . At EXCEPTION some point, we’ll see—if somebody does something exceptional for us. It’s always possible.”
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⁠Capital Employed
FRESH OFF THE PRESS 🔥

Investor interview #113 with Matt and Dan from Eagle Point Capital.

They discuss their backgrounds, research process, tariffs, two stock picks + much more...

https://t.co/l0CIzOvZNy https://t.co/uLh9XotOsw
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