⁠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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⁠The All-In Podcast
🚨David Friedberg: "If I saw us adding a terawatt of electricity production capacity per year, I would shut the f**k up about the debt."

@friedberg on E229:

 "The critical linchpin for all of those other points of abundance being unleashed is the energy equation, and this is where I look very clearly and plainly at what China's doing versus where we're at today."

"We've got stated intentions, but the actions are where we're still... you know, we gotta start showing up."

"So the number of watts that the US can make at any given point in time is one terawatt, one trillion watts."

"Meanwhile, right now China is making three terawatts and they're scaling up to make eight."

"We are at one, going to two over the next 15 years."

@DavidSacks:

"Let's assume that we have enough power."

Friedberg:

"If we have enough power, the $38T of debt doesn't matter."

Sacks:

"That's a pretty important conclusion because if that's true and we can grow our way out of this problem, then that is an alternative to having this austerity approach."
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⁠Wall St Engine
Let’s say a new rule drops today: no one’s allowed to hold more than 20% of their net worth in cash. Where are you putting the rest? Stocks, real estate, crypto, gold? What’s your move?
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⁠Wall St Engine
Top global ad spenders:

Amazon
L'Oréal
Procter & Gamble (P&G)
Alibaba
LVMH (Moët Hennessy Louis Vuitton)
Google
ByteDance
Meta
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⁠Dimitry Nakhla | Babylon Capital®
RT @skhetpal: Willis Johnson bought his first junkyard for $75K in 1982.

Forty years later, Copart is worth $50B, earning 3,600% returns over 20 years by selling wrecked cars.

Here’s how $CPRT revolutionized the auto salvage industry: https://t.co/PTPiPgagTg
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