⁠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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⁠Wall St Engine
$GOOGL'S GEMINI AI WILL NOW AUTO-SUMMARIZE LONG EMAILS — Gmail users will start seeing summary cards at the top of lengthy messages without having to click anything. The feature rolls out in English first and can be disabled in Gmail settings. https://t.co/8U2x0BDfCf
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