⁠App Economy Insights
Airbnb wants to be more than where you stay.

Can it pull it off?

When you're a noun and a verb, you get the benefit of the doubt.
https://t.co/2BL7OyEfUh
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⁠Quiver Quantitative
Republican Rep. Brian Fitzpatrick has introduced bipartisan legislation to ban congressional stock trading.

He just said:

"This isn't partisan, it's principled"

Cosponsors include @AOC, @CoryMillsFL, @CongressmanRaja, @MikeLevin, @lawler4ny, @RepDeluzio, and @RepRoKhanna https://t.co/W0WfcX5lvY
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⁠Quiver Quantitative
Representative Thomas Massie just said:

Paid grifters on X and other platforms should be required to disclose who’s paying them to influence elections.

Do you agree?
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⁠Wall St Engine
YOUTUBE now leads TV viewing in the U.S. for the third straight month, hitting a record 12.4% share in April, per Nielsen.

That’s up from 12% in March and 9.6% a year ago—beating Disney at 10.7% and Netflix. TVs are now the main screen for YouTube. https://t.co/HpoDYfcJqE
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⁠Wall St Engine
$META is restructuring its AI org again to speed up product rollout, Axios reports. New setup splits teams into AI Products—handling Meta AI, AI Studio, and in-app tools—and AGI Foundations, focused on Llama models, reasoning, voice, and multimedia. No exec exits or job cuts, but key talent is leaving, including to Mistral.
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⁠Dimitry Nakhla | Babylon Capital®
Given its consistency, $CRM is under-appreciated … At $276💵 per share, its valuation relative to growth potential makes it a compelling investment choice https://t.co/Cm605K5vCW

Take a look at $CRM quarterly revenue over the past 10 years (40 quarters) & annual revenue for the past 20 years 🤯

1. Revenue increased in 38/40 quarters

2. Revenue increased in 20/20 years

It doesn’t get more predictable than $CRM

$CRM trades for a 5.1% (NTM) FCF Yield 💰 https://t.co/W1w7xPMQxm - Dimitry Nakhla | Babylon Capital®
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⁠Wall St Engine
NY WINS BID TO STOP US FROM WITHHOLDING FUNDS OVER CONGESTION
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⁠Wall St Engine
A new Qualcomm $QCOM study by Cellular Insights shows its modems outperform Apple’s $AAPL C1 chip, especially in dense urban areas.
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⁠Quiver Quantitative
The most profitable members of Congress so far this month, per our estimates: https://t.co/EtlUHr8B5I
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