⁠Wall St Engine
Trump's reaction to Moody's downgrade in a GIF in the comments (only wrong answers)
tweet

⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @michaeljburryBC Hahahaha love it — well timed Michael (as usual), will be great to see the longs you took when you flipped long in Q2 in the first 3 weeks of April https://t.co/zE3VITwvEW

Yes, Burry sold all his stocks & purchased $EL

Yes, he purchased a ton of puts $NVDA $BABA $PDD $JD $EL $TCOM

This is not as “breaking news” as many make it seem

These filings snapshot past months

Burry likely cashed in on the April correction, closed shorts & flipped long Q2 https://t.co/EkDQ6GYNhS - Dimitry Nakhla | Babylon Capital®
tweet

⁠The All-In Podcast
🚨🚨 pod up!!

@benshapiro fills in for @DavidSacks

the besties analyze trump's big week!:

-- middle east trip, trump's vision for a "new middle east"

-- us-china deal

-- pharma executive order

-- GOP split over "big, beautiful bill"

(0:00) the besties welcome ben shapiro!

(1:53) a bestie apology to phil hellmuth, all-in poker tournament

(7:58) trump's majorly consequential middle east trip: saudi, qatar, iran, and his vision for a "new middle east"

(35:18) us-china deal: is the tide turning on tariffs?

(46:33) gop divided over "big, beautiful bill" due to its impact on the us debt spiral

(1:18:48) science corner: montana bans cell-based meat, joining florida and others

(1:24:31) trump's eo on pharma prices: role of pbms, is this too much government intervention?
tweet

⁠Investing visuals
$UNH: a steady compounder, but under a lot of pressure lately. https://t.co/H1GdohrXon
tweet

⁠Wall St Engine
The White House and Congress have been pushing back on Apple’s $AAPL deal to bring Alibaba’s AI to iPhones in China. Lawmakers worry the move could aid China's military tech, expand censorship, and expose user data. Apple hasn’t publicly addressed the deal. (via NYT)
tweet

⁠Wall St Engine
Which AI tools are you using the most in your daily routine these days?
tweet

⁠Investing visuals
$NFLX stock is at an all-time high right now. This of how they make money 🫰 https://t.co/olUQcmnunC
tweet

⁠Wall St Engine
TRUMP: Walmart should STOP trying to blame Tariffs as the reason for raising prices throughout the chain. Walmart made BILLIONS OF DOLLARS last year, far more than expected. Between $WMT and China they should, as is said, “EAT THE TARIFFS,” and not charge valued customers ANYTHING. I’ll be watching, and so will your customers!!!
tweet

⁠Investing visuals
$TEM: A mega-cap in the making? https://t.co/RYT5CdOyg0
tweet

⁠App Economy Insights
📊 This Week in Visuals:

🛒 Walmart $WMT
📱 Tencent $TCEHY
🌐 Cisco $CSCO
🖥️ Sony $SONY
🏦 Nu $NU
🎮 Take-Two $TTWO and more!
https://t.co/JtHSp42TRv
tweet

⁠App Economy Insights
What are you watching this week?

• Tuesday: $HD $PANW $AS
• Wednesday: $SNOW $TGT $ZM $LOW
• Thursday: $ADI $ADSK $INTU $WDAY

All visualized in our PRO coverage on Saturday. https://t.co/ru6DVvgdaB
tweet