Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ A quality valuation analysis on $UNH ๐Ÿง˜๐Ÿฝโ€โ™‚๏ธ โ€ขNTM P/E Ratio: 11.17x โ€ข10-Year Mean: 18.80x โ€ขNTM FCF Yield: 11.28% โ€ข5-Year Mean: 5.70% As you can see, $UNH appears to be trading below fair value Going forward, investorsโ€ฆ
๏ฟฝ๐ž๐ฏ๐ž๐ ๐ญ๐จ ๐›๐ž ๐ซ๐ž๐ฅ๐ข๐š๐›๐ฅ๐ž, ๐›๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž๐ ๐š๐ฌ ๐ญ๐จ ๐œ๐จ๐ฆ๐ฉ๐ฅ๐ž๐ญ๐ž๐ง๐ž๐ฌ๐ฌ ๐จ๐ซ ๐š๐œ๐œ๐ฎ๐ซ๐š๐œ๐ฒ.
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โ Wall St Engine
UMICH PRELIM MAY CONSUMER SENTIMENT FALLS TO 50.8; EST 53.4; SECOND LOWEST ON RECORD

UMICH YR-AHEAD EXPECTED INFLATION AT 7.3%, HIGHEST SINCE 1981
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โ Wall St Engine
NVIDIA $NVDA SAYS IT IS NOT SENDING GPU DESIGNS TO CHINA AFTER REPORTS OF NEW SHANGHAI OPERATION - CNBC
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โ Quiver Quantitative
BREAKING: There was a surge in congressional stock sales in April.

Here is our data on monthly purchases vs. sales.

We've already seen 646 sales made in April, and more data is still coming in.

You can track the trading live on Quiver. https://t.co/WtXrWrXPpb
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Offshore
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โ Wall St Engine
TRUMP: REPUBLICANS MUST UNITE BEHIND, BIG BEAUTIFUL BILL! https://t.co/sTaC3ySl5m
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Offshore
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โ Quiver Quantitative
JUST IN: Representative Tim Burchett is introducing legislation to codify Trump's executive orders https://t.co/I2ktJPvPP3
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โ Wall St Engine
US DOJ WEIGHING NON-PROSECUTION AGREEMENT WITH BOEING $BA IN FATAL CRASHES CASE VERSUS TAKING COMPANY TO TRIAL
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โ App Economy Insights
Wall Street's top stocks in Q1:

๐ŸŒ Global commerce: $BABA, $MELI, $PDD.
๐Ÿค– AI tech stack: $META, $NVDA, $TSM.
๐Ÿ’ป Enterprise software: $APP, $INTU.
โ˜๏ธ Hyperscalers: $CRWV, $MSFT.
๐Ÿ“ฑ Marketplaces: $UBER, $ABNB.

Dive in for some surprising finds!๐Ÿ‘‡
https://t.co/sElI2jbd7I
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โ App Economy Insights
Berkshire's stock portfolio Q1 2025:

$AAPL unchanged (now 26% allocation).
$BAC trimmed, now behind $AXP & $KO.
$STZ increased to 0.9% of the portfolio. https://t.co/nr4hVNA5yc
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โ Wall St Engine
BOEING $BA NEAR DEAL TO AVOID PROSECUTION IN CRASHES CASE: REUTERS
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โ Quiver Quantitative
BREAKING: Representative Chip Roy has said that he's not voting for the GOP budget in its current form.

"We are supposed to do something to actually result in balanced budgets" https://t.co/52zguKYIZD
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โ Wall St Engine
OpenAI just dropped a new AI coding agent called Codex inside ChatGPT. It's available now for Pro, Team, and Enterprise users. Codex can debug, test, and suggest code changes on its own in a secure sandboxโ€”no internet access. Think of it as your AI "coworker" for
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โ Quiver Quantitative
BREAKING: The House Budget Committee has voted down "the one big beautiful bill".

Vote was 16-21.

This comes just hours after Trump said that Republicans must unite behind it.
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