⁠Dimitry Nakhla | Babylon Capital®
Terry Smith updated Q1 2025 13F (Dataroma)

Top 5 holdings: $META $MSFT $SYK $PM $V

Notable adds: $TXN $ZTS $INTU

Sales: $PEP $IEX https://t.co/AF9EXx9SbI
tweet

⁠Wall St Engine
S&P 500 Opening Bell Heatmap (May 15, 2025)

$SPY -0.34% 🟥
$QQQ -0.51% 🟥
$DJI -0.44% 🟥
$IWM -0.04% 🟥
tweet

⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @oreiteb @YKC97556298 One is subject to government regulation & political risk — the other provides the picks & shovels of a biotechnology gold rush especially in genomics & sequencing
tweet

⁠Dimitry Nakhla | Babylon Capital®
UnitedHealth $UNH is down -47% YTD 📉 https://t.co/t3cjENjRH5

@oreiteb @YKC97556298 One is subject to government regulation & political risk — the other provides the picks & shovels of a biotechnology gold rush especially in genomics & sequencing - Dimitry Nakhla | Babylon Capital®
tweet

⁠Wall St Engine
DICK'S: WE EXPECT NIKE $NKE BUSINESS WILL GROW AT FOOT LOCKER
tweet

⁠Wall St Engine
IRAN PRESIDENT: WE BELIEVE IN DIALOG, WON'T SURRENDER TO THREATS
tweet

⁠Quiver Quantitative
NEW: Pam Bondi sold up to $5M of Trump Media stock on April 2nd.

Trump's liberation day tariff announcements were that same day, after market close.

The stock fell in the following days, but has rebounded and is now up significantly since the trade. https://t.co/wagKrIjojp
tweet

⁠Wall St Engine
DEERE $DE: GLOBAL UNCERTAINTY CONTINUES TO WEIGH ON CUSTOMER SENTIMENT
tweet

⁠Wall St Engine
EU'S SEFCOVIC SAYS HE, US'S LUTNICK AGREED TO ACCELERATE TALKS - BBG
tweet

⁠Wall St Engine
TRUMP’S RUSH FOR AI DEALS IN GULF OPENS RIFT WITH CHINA HAWKS; SOME TRUMP OFFICIALS WANT TO SLOW $NVDA, $AMD SALES TO MIDEAST
tweet

⁠Quiver Quantitative
BREAKING: Representative Josh Gottheimer just filed a purchase of Raytheon stock, $RTX.

Gottheimer sits on the House Intelligence Committee.

This is the first time we have seen him buy Raytheon.

Full trade list up on Quiver. https://t.co/yiLVL9OSCn
tweet

⁠App Economy Insights
$BABA Alibaba Q4 FY25 (ending March):

• Revenue +7% Y/Y to $32.6B ($0.7B miss).
• Operating margin 12% (+5pp Y/Y).
• Free cash flow margin 2% (-5pp Y/Y).
• Non-GAAP EPADS $1.73 ($0.05 miss). https://t.co/xOILQI5vaX
tweet

⁠Wall St Engine
MEXICO 🇲🇽 PRESIDENT CALLS U.S. REPUBLICANS' PROPOSAL TO TAX REMITTANCES 'UNACCEPTABLE'
tweet

⁠Wall St Engine
US homebuilder sentiment dropped to 34 in May, the lowest since 2023. “Persistent elevated interest rates, policy uncertainty and material costs hurt builder sentiment,” said NAHB Chair Buddy Hughes.
tweet