⁠Wall St Engine
DEFENSE SEC. HEGSETH WARNS: CHINA MAY USE FORCE IN INDO-PACIFIC — Hegseth says Beijing is “credibly” preparing to shift the balance of power by force, calling the threat real and possibly imminent. https://t.co/CBRuEdWmMl
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⁠App Economy Insights
📊 This Week in Visuals

🛒 Costco $COST
☁️ Salesforce $CRM
📦 PDD $PDD
💻 Dell $DELL
📶 Marvell $MRVL
🔐 Zscaler $ZS
🧑‍⚕️ Veeva $VEEV and more!
https://t.co/jnjp59h4e6
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⁠Dimitry Nakhla | Babylon Capital®
In the past year Visa is surged +34% & Mastercard is popped +32% 💳

About a year ago, I highlighted Visa as one of the most compelling risk-reward opportunities in the entire market 💸

$V $MA https://t.co/oM36gGmTDe

Less than 8 months ago I stated:

“Today at $254💵 $V appears to be ONE OF THE BEST RISK-REWARD opportunities in today’s market & a strong consideration for investment”

Since then, $V stock rallied +42% ✅ — Also, that was essentially the lowest price that $V traded for moving forward 🎯

As I stated in the post attached below 👇🏽

“As you can see, $V appears to have attractive return potential EVEN if we assume >25x earnings, a multiple well-below its 10-year mean & more importantly — a multiple justified by its growth rate AND quality

I consider $V one of the best businesses in the world & as Warren Buffett says:

“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price”

$V is even trading at a valuation better than just a fair price”
___

I do not throw words around carelessly. When I called $V “one of the best risk-reward opportunities in today’s market,” I meant every bit of it.

Since then, $V has delivered ~5x the return of $SPY and has climbed in price with impressive consistency.

Yes, I can understand that the allure of growth stocks & making quick gains may entice you. Yet, you cannot tell me that there is something better than generating >40% return, in less than a year, while being an owner of the world’s highest-quality business.

Best of all, you can hold $V without losing sleep or constantly checking its price. - Dimitry Nakhla | Babylon Capital®
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⁠App Economy Insights
What are you watching this week?

• Tuesday: $ASAN $CRWD $NIO
• Wednesday: $MDB
• Thursday: $AVGO $DOCU $LULU $RBRK $IOT

All visualized in our PRO coverage on Saturday. https://t.co/wkZHzP7pFq
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⁠Wall St Engine
EU 🇪🇺 Commission spokesperson says Brussels strongly regrets the move to double U.S. steel tariffs to 50%, calling it a setback for ongoing trade talks. The EU’s now finalizing consultations and warns it's ready to impose countermeasures.
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⁠Wall St Engine
UPCOMING KEY EVENTS – WEEK OF JUN 1, 2025

Mon: ISM & PMI Data + $CRDO
Tues: JOLTS + $NIO, $DG, $CRWD, $HPE, $ASAN
Wed: ADP Jobs + ISM Services + $DLTR, $MDB, $CHPT, $FIVE
Thu: Jobless Claims + $CIEN, $AVGO, $LULU, $DOCU, $IOT
Fri: Nonfarm Payrolls + Average Hourly Earnings https://t.co/xO994l9UEd
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⁠Investing visuals
$ASML: A cyclical powerhouse. https://t.co/C1mk5SrqvU
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⁠The All-In Podcast
podcast dropping shortly!

sorry besties, had to record a day late this week!
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⁠The All-In Podcast
saturday drop! 🚨

another classic bestie ep:

-- exposing the ai doomer ecosystem: sensationalism, effective altruist cult connections, astroturfing

-- ai doom vs boom: job destruction or unlimited abundance?

-- big, beautiful bill upside: growth, cbo issues, doge cleanup

-- us steel deal: golden votes and national champions in the us

(0:00) bestie intros!

(1:25) the ai doomer ecosystem: goals, astroturfing, biden connections, effective altruist rebrand, global ai regulation

(25:17) doom vs boom in ai: job destruction or abundance?

(52:44) big, beautiful bill cleanup and upside: doge angle, cbo issues

(1:17:14) us steel/nippon steel deal: national champions and golden votes
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