Offshore
Photo
Wall St Engine
Japan’s long-dated government bond yields are lower across the board https://t.co/D1FaEt6Fr6
tweet
Japan’s long-dated government bond yields are lower across the board https://t.co/D1FaEt6Fr6
JAPAN'S MOF IS SAID TO SOUND OUT MARKET ON BOND SALE AMOUNTS tweet
Offshore
Photo
Wall St Engine
In Jan 2023, 90% of college students were already using ChatGPT for assignments. Now, 1 in 4 teens use it—twice as many as last year.
Meanwhile, 59% of schools say cheating is on the rise, but 56% admit they’re still not ready for the AI era. https://t.co/usXmxEuGn7
tweet
In Jan 2023, 90% of college students were already using ChatGPT for assignments. Now, 1 in 4 teens use it—twice as many as last year.
Meanwhile, 59% of schools say cheating is on the rise, but 56% admit they’re still not ready for the AI era. https://t.co/usXmxEuGn7
tweet
Wall St Engine
$PONY.AI signed an MoU with Dubai’s Roads and Transport Authority to roll out robotaxis in the city. Supervised trials begin in 2025, with full driverless ops in 2026. It’s part of Dubai’s plan to make 25% of all trips autonomous by 2030. Mass production of its 7th-gen robotaxi starts later this year.
tweet
$PONY.AI signed an MoU with Dubai’s Roads and Transport Authority to roll out robotaxis in the city. Supervised trials begin in 2025, with full driverless ops in 2026. It’s part of Dubai’s plan to make 25% of all trips autonomous by 2030. Mass production of its 7th-gen robotaxi starts later this year.
tweet
Offshore
Photo
Hidden Value Gems
I was invited to speak at the Mello 2025 conference, one of the largest events for UK private investors, with an opportunity to meet over 50 companies and investment funds. Guest speakers include the legendary investor Lord Lee (the first ISA millionaire), Christopher Mills (founder of Harwood Capital), and many others.
If you have not bought the tickets yet, you can buy a 1-Day or 2-Day ticket at a 50% discount, using HVGems50 code at the checkout (case-sensitive).
#Stocks #Investing #Mello2025
tweet
I was invited to speak at the Mello 2025 conference, one of the largest events for UK private investors, with an opportunity to meet over 50 companies and investment funds. Guest speakers include the legendary investor Lord Lee (the first ISA millionaire), Christopher Mills (founder of Harwood Capital), and many others.
If you have not bought the tickets yet, you can buy a 1-Day or 2-Day ticket at a 50% discount, using HVGems50 code at the checkout (case-sensitive).
#Stocks #Investing #Mello2025
tweet
Offshore
Photo
Wall St Engine
SOUTHWEST DROPS “BAGS FLY FREE”
Starting May 29, Southwest $LUV will charge $35 for the first checked bag and $45 for the second. Elite flyers and credit card holders still get bags free. The airline is also rolling out basic economy tickets with no changes or seat selection. https://t.co/xR2eLLjb1C
tweet
SOUTHWEST DROPS “BAGS FLY FREE”
Starting May 29, Southwest $LUV will charge $35 for the first checked bag and $45 for the second. Elite flyers and credit card holders still get bags free. The airline is also rolling out basic economy tickets with no changes or seat selection. https://t.co/xR2eLLjb1C
tweet
Wall St Engine
Barclays Downgrades $CRWV to Equalweight from Overweight, Raises PT to $100 from $70
Analyst comments: "As we discussed in our initiation, we believe an EV/EBIT multiple is, for the time being, likely the best way to model the company, though importantly using an EV that reflects the debt load CRWV will need to take on over the coming years. At current levels, CoreWeave is trading at a 41x EV/EBIT CY26 multiple (assuming ~$31.4 billion in gross debt in CY26), and while we expect growth to remain strong, we are not sure there are fundamental arguments to push this much higher, with the company trading at a healthy premium already to the rest of the space. We continue to like CRWV for its long-term opportunity and exposure to the generative AI theme, but given valuation and lacking a near-term catalyst, see limited upside in the near term from here. Hence, our downgrade to Equalweight. With this, we raise our price target to $100 (from $70) to account for the recent run in share price, which is based on a 40x CY26E EV/EBIT multiple (was 27x), CY26E EBIT estimate of $2.21 billion (was $2.52 billion), and 2026E net debt of $31.4 billion (was $28.4 billion)."
Analyst: Raimo Lenschow
tweet
Barclays Downgrades $CRWV to Equalweight from Overweight, Raises PT to $100 from $70
Analyst comments: "As we discussed in our initiation, we believe an EV/EBIT multiple is, for the time being, likely the best way to model the company, though importantly using an EV that reflects the debt load CRWV will need to take on over the coming years. At current levels, CoreWeave is trading at a 41x EV/EBIT CY26 multiple (assuming ~$31.4 billion in gross debt in CY26), and while we expect growth to remain strong, we are not sure there are fundamental arguments to push this much higher, with the company trading at a healthy premium already to the rest of the space. We continue to like CRWV for its long-term opportunity and exposure to the generative AI theme, but given valuation and lacking a near-term catalyst, see limited upside in the near term from here. Hence, our downgrade to Equalweight. With this, we raise our price target to $100 (from $70) to account for the recent run in share price, which is based on a 40x CY26E EV/EBIT multiple (was 27x), CY26E EBIT estimate of $2.21 billion (was $2.52 billion), and 2026E net debt of $31.4 billion (was $28.4 billion)."
Analyst: Raimo Lenschow
tweet