Offshore
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The All-In Podcast
Palo Alto Networks CEO Nikesh Arora's Hardcore Acquisition Strategy: "Welcome to your new boss."
@nikesharora at last year's All-In Summit:
"I have some funny stories. I got a guy who says, 'Oh, great. We're buying a company in cloud security. I'm the senior vice president of Blockchain, Cloud, and AI.'"
"I'm like, 'Great. Welcome to your new boss.'"
"He's like, 'What do you mean?'"
"I said, 'That's the guy you're gonna work for.'"
"He's like, 'We just bought his company?'"
"I said, yeah, he kicked your ass with low resources out there in the market."
"You're gonna learn something from him. Welcome to your boss!"
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Palo Alto Networks CEO Nikesh Arora's Hardcore Acquisition Strategy: "Welcome to your new boss."
@nikesharora at last year's All-In Summit:
"I have some funny stories. I got a guy who says, 'Oh, great. We're buying a company in cloud security. I'm the senior vice president of Blockchain, Cloud, and AI.'"
"I'm like, 'Great. Welcome to your new boss.'"
"He's like, 'What do you mean?'"
"I said, 'That's the guy you're gonna work for.'"
"He's like, 'We just bought his company?'"
"I said, yeah, he kicked your ass with low resources out there in the market."
"You're gonna learn something from him. Welcome to your boss!"
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Offshore
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Dimitry Nakhla | Babylon Capital®
“For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments.”
— Warren Buffett 🗣️
Let’s assume $FICO traded for 30x NTM EPS, do you think it would’ve reacted the same? Unlikely https://t.co/q2hG2PYmsL
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“For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments.”
— Warren Buffett 🗣️
Let’s assume $FICO traded for 30x NTM EPS, do you think it would’ve reacted the same? Unlikely https://t.co/q2hG2PYmsL
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Dimitry Nakhla | Babylon Capital®
RT @elexag2016: @DimitryNakhla Best advice ever .. my investment style completely changed after following and understanding ur thought process. @DimitryNakhla
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RT @elexag2016: @DimitryNakhla Best advice ever .. my investment style completely changed after following and understanding ur thought process. @DimitryNakhla
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Wall St Engine
RT @elonmusk: Starship made it to the scheduled ship engine cutoff, so big improvement over last flight! Also, no significant loss of heat shield tiles during ascent.
Leaks caused loss of main tank pressure during the coast and re-entry phase. Lot of good data to review.
Launch cadence for next 3 flights will be faster, at approximately 1 every 3 to 4 weeks.
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RT @elonmusk: Starship made it to the scheduled ship engine cutoff, so big improvement over last flight! Also, no significant loss of heat shield tiles during ascent.
Leaks caused loss of main tank pressure during the coast and re-entry phase. Lot of good data to review.
Launch cadence for next 3 flights will be faster, at approximately 1 every 3 to 4 weeks.
tweet
Wall St Engine
Today's Key Events (All EST) — 05/28/2025
04:00: Fed's Kashkari
07:00: US MBA Mortgage Applications
08:55: US Redbook YoY
10:00: Richmond Fed Comp. Index
13:00: US 5-Year Note Auction
14:00: FOMC Meeting Minutes
Before Open 👇
05:45: $VNET
06:45: Capri Holdings $CPRI
06:55: Macy's $M
07:00: DICK'S Sporting Goods $DKS
07:00: Photronics $PLAB
07:30: Abercrombie & Fitch $ANF
07:30: $MNRO
Before Open: Columbus McKinnon $CMCO
After Hours 👇
04:00: Salesforce $CRM
04:00: Nutanix $NTNX
04:05: $AI
04:05: e.l.f. Beauty $ELF
04:05: Pure Storage $PSTG
04:05: SentinelOne $S
04:05: Veeva Systems $VEEV
04:05: Agilent Technologies $A
04:05: Synopsys $SNPS
04:10: U-Haul Holding $UHAL
04:15: HP $HPQ
04:20: NVIDIA $NVDA
05:00: Noah Holdings $NOAH
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Today's Key Events (All EST) — 05/28/2025
04:00: Fed's Kashkari
07:00: US MBA Mortgage Applications
08:55: US Redbook YoY
10:00: Richmond Fed Comp. Index
13:00: US 5-Year Note Auction
14:00: FOMC Meeting Minutes
Before Open 👇
05:45: $VNET
06:45: Capri Holdings $CPRI
06:55: Macy's $M
07:00: DICK'S Sporting Goods $DKS
07:00: Photronics $PLAB
07:30: Abercrombie & Fitch $ANF
07:30: $MNRO
Before Open: Columbus McKinnon $CMCO
After Hours 👇
04:00: Salesforce $CRM
04:00: Nutanix $NTNX
04:05: $AI
04:05: e.l.f. Beauty $ELF
04:05: Pure Storage $PSTG
04:05: SentinelOne $S
04:05: Veeva Systems $VEEV
04:05: Agilent Technologies $A
04:05: Synopsys $SNPS
04:10: U-Haul Holding $UHAL
04:15: HP $HPQ
04:20: NVIDIA $NVDA
05:00: Noah Holdings $NOAH
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Wall St Engine
Japan is reportedly planning to subsidize up to ¥1 trillion ($6.94B) in U.S. chip imports from firms like Nvidia, part of trade talks aimed at narrowing the U.S.'s ¥10T deficit with Japan. Asahi says the move would support domestic buyers and ease tariff tensions ahead of Akazawa’s May 30 U.S. visit.
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Japan is reportedly planning to subsidize up to ¥1 trillion ($6.94B) in U.S. chip imports from firms like Nvidia, part of trade talks aimed at narrowing the U.S.'s ¥10T deficit with Japan. Asahi says the move would support domestic buyers and ease tariff tensions ahead of Akazawa’s May 30 U.S. visit.
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Wall St Engine
Getty $GETY Images CEO told CNBC they’re spending “millions and millions” battling Stability AI in court over claims it copied 12M images without permission to train Stable Diffusion. Peters says it’s about fighting unfair competition, not innovation. First trial on liability starts June 9.
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Getty $GETY Images CEO told CNBC they’re spending “millions and millions” battling Stability AI in court over claims it copied 12M images without permission to train Stable Diffusion. Peters says it’s about fighting unfair competition, not innovation. First trial on liability starts June 9.
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Wall St Engine
OpenAI may roll out a “SIGN IN WITH CHATGPT” option for third-party apps, per a new developer page. https://t.co/D1vdZc91qA
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OpenAI may roll out a “SIGN IN WITH CHATGPT” option for third-party apps, per a new developer page. https://t.co/D1vdZc91qA
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Offshore
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Wall St Engine
Toyota just became $JOBY Aviation’s biggest shareholder with a 15.3% stake after investing $250M—the first half of a $500M commitment. The move brings Toyota’s total funding in the eVTOL maker to $894M, as Joby targets commercial air taxi service in Dubai by early 2026. - BBG https://t.co/RVRdGZ9rpI
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Toyota just became $JOBY Aviation’s biggest shareholder with a 15.3% stake after investing $250M—the first half of a $500M commitment. The move brings Toyota’s total funding in the eVTOL maker to $894M, as Joby targets commercial air taxi service in Dubai by early 2026. - BBG https://t.co/RVRdGZ9rpI
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