⁠Capital Employed
FRESH OFF THE PRESS 🔥

Investor interview #114 with Erling Sorenson from Aligned Capital Partnership.

Erling doesn't usually share ideas so this is a real treat. Discusses an Aussie microcap that's trading well below it's NAV + much more.

https://t.co/wPEs6Zz2Su https://t.co/Wv5iXGK5OH
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Quality Investing 📖

Commentary on Network Effects remind me of companies like $MELI $AMZN $CPRT $ICE $CME $NDAQ $MSCI $CBOE https://t.co/MDz7woZcht
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⁠The All-In Podcast
🚨classic episode alert: the besties are BACK!🚨

-- bond market chaos

-- GOP abandons DOGE as the house passes the "big, beautiful bill"

-- google's big week: disrupting search with ai and diversifying revenue away from ads

-- openai acquires jony ive's startup for $6.5b

-- sacks breaks down ai diplomacy in the middle east

-- science corner: CRISPR therapy milestone

-- is energy production the solution to america's fiscal problems?

(0:00) today's topics and bestie intros!

(2:49) bond market chaos, gop abandons doge, trump's big, beautiful bill passes the house

(38:15) google's big week: ai in search, roadmap to diversifying revenue

(46:49) openai acquires jony ive's design startup for $6.5b

(57:09) ai diplomacy: sacks breaks down his trip to the middle east and the datacenter deals

(1:15:25) science corner: crispr breakthrough!

(1:23:02) how increased energy production could solve america's fiscal problems
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⁠Investing visuals
Some major earnings next week! Notable names:

• Tuesday: $OKTA
• Wednesday: $NVDA, $CRM, $VEEV, $S
• Thursday: $COST, $ZS https://t.co/DMOLbWNlYo
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⁠App Economy Insights
📊 This Week in Visuals

✅ Intuit $INTU
🔒 Palo Alto $PANW
👔 Workday $WDAY
🏗️ Autodesk $ADSK
❄️ Snowflake $SNOW
🎯 Target $TGT
🖥️ Zoom $ZM and more!
https://t.co/KVJBKan8Yj
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⁠App Economy Insights
What are you watching this week?

• Tuesday: $PDD $OKTA
• Wednesday: $NVDA $CRM $AI $VEEV $S $SNPS
• Thursday: $MRVL $COST $DELL $ESTC $ZS $BBY

All visualized in our PRO coverage on Saturday. https://t.co/RfgyBnLTc5
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⁠App Economy Insights
What are you watching this week?

• Tuesday: $PDD $OKTA
• Wednesday: $NVDA $CRM $AI $VEEV $S $SNPS
• Thursday: $MRVL $COST $ESTC $ZS $BBY

All visualized in our PRO coverage on Saturday. https://t.co/3HqEd3UcSr
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⁠Wall St Engine
UPCOMING KEY EVENTS – WEEK OF MAY 25, 2025

Mon: U.S. Markets are Closed
Tues: $PDD, $AZO, $OKTA
Wed: FOMC Minutes + $M, $DKS, $NVDA, $CRM, $ELF
Thu: $BBY, $RY, $FL, $COST, $MRVL, $ZS, $ULTA https://t.co/DpknJp1ymH
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⁠Wall St Engine
Nvidia $NVDA plans to release a new China-compliant Blackwell-based AI chip priced around $6,500–$8,000—cheaper than the $10K–$12K H20 model banned by U.S. export rules. The chip uses GDDR7 memory & skips TSMC’s CoWoS packaging. Mass production may start as early as June - RTRS
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⁠Wall St Engine
Elon Musk says he's back to spending 24/7 at work, sleeping in conference rooms, server rooms, and factories. Says he has to stay super focused on X, xAI, and $TSLA — plus there's a Starship launch next week. https://t.co/xj9RiQxM21
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⁠Wall St Engine
Alibaba Chair says Asian firms can lean into growth across Asia and Europe as “some governments try to tear down this bridge” with the world. He calls Europe “an incredible opportunity,” adds Americans are more “black and white,” while Europeans “understand nuances better.”
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⁠Wall St Engine
BofA: Nvidia's NVLink still leads AI interconnects, with 1.8TB/s vs. UALink’s 800GB/s. UALink, backed by $AMD/Broadcom, might trail NVLink by 1-2 generations but may help rivals challenge $NVDA by 2027. NVLink Fusion also opens a $12B TAM by letting select partners (ex-AMD) access NVLink for custom chips.

For AMD, UALink fills a key gap, rounding out its full AI rack stack: MI series chips, ROCm software, ZT Systems hardware, Ultra Ethernet, and now intra-rack networking via UALink — with deployments expected to begin with MI400 systems in late 2026.
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