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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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📊 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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Offshore
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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
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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. tweet
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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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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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Offshore
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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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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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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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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
tweet
twitter.com
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Wall St Engine
$GOOGL'S GEMINI AI WILL NOW AUTO-SUMMARIZE LONG EMAILS — Gmail users will start seeing summary cards at the top of lengthy messages without having to click anything. The feature rolls out in English first and can be disabled in Gmail settings. https://t.co/8U2x0BDfCf
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$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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The All-In Podcast
🔥🧠David Sacks Calls Out the AI Doomer Industrial Complex
Sacks exposes web of AI Doomerism:
Who are they? Three key nodes:
-- Effective Altruists
-- Former AI-focused Biden staffers
-- Anthropic
Patterns:
-- AI threat inflation: bioweapons, job loss, etc.
-- Carried out by a network of groups primarily funded by EA billionaires
Goals:
-- Global AI regulation
-- " extreme restrictions on proliferation of computing power"
-- Safety and security regulations
-- Built-in "Woke AI"
-- Picking 2-3 winners
-- Similar to AI policy under Biden
@DavidSacks:
" These are people who fundamentally believe in empowering government to the maximum extent."
"My problem with that is, I actually think that probably the single greatest dystopian risk associated with AI is the risk that government uses it to control all of us."
"And out of all the risks we've talked about, that's the only one for which I've seen tangible evidence."
" So in other words, if you go back to last year when we had the whole 'Woke AI', there was plenty of evidence that the people who were creating these products were infusing their left-wing or woke values into the product to the point where it was lying to all of us and it was rewriting history."
" And there was plenty of evidence that the Biden EO was trying to enshrine that idea, basically trying to require DEI be infused into AI models."
" So I'm quite convinced that prior to Donald Trump winning the election, we were on a path of global compute governance where two or three big AI companies were going to be anointed as the winners, and the quid pro quo is that they were going to infuse those AI models with woke values."
"And there was plenty of evidence for that."
tweet
🔥🧠David Sacks Calls Out the AI Doomer Industrial Complex
Sacks exposes web of AI Doomerism:
Who are they? Three key nodes:
-- Effective Altruists
-- Former AI-focused Biden staffers
-- Anthropic
Patterns:
-- AI threat inflation: bioweapons, job loss, etc.
-- Carried out by a network of groups primarily funded by EA billionaires
Goals:
-- Global AI regulation
-- " extreme restrictions on proliferation of computing power"
-- Safety and security regulations
-- Built-in "Woke AI"
-- Picking 2-3 winners
-- Similar to AI policy under Biden
@DavidSacks:
" These are people who fundamentally believe in empowering government to the maximum extent."
"My problem with that is, I actually think that probably the single greatest dystopian risk associated with AI is the risk that government uses it to control all of us."
"And out of all the risks we've talked about, that's the only one for which I've seen tangible evidence."
" So in other words, if you go back to last year when we had the whole 'Woke AI', there was plenty of evidence that the people who were creating these products were infusing their left-wing or woke values into the product to the point where it was lying to all of us and it was rewriting history."
" And there was plenty of evidence that the Biden EO was trying to enshrine that idea, basically trying to require DEI be infused into AI models."
" So I'm quite convinced that prior to Donald Trump winning the election, we were on a path of global compute governance where two or three big AI companies were going to be anointed as the winners, and the quid pro quo is that they were going to infuse those AI models with woke values."
"And there was plenty of evidence for that."
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twitter.com
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Hidden Value Gems
Here is an interesting chart on the state of US household finances: not as doom & gloom as mass media often portrays it.
Household assets have roughly doubled in 10 years, while debt is up 46% - so net worth is up than twice!
from Mario Gabelli's annual presentation (see link in the next tweet)👇
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Here is an interesting chart on the state of US household finances: not as doom & gloom as mass media often portrays it.
Household assets have roughly doubled in 10 years, while debt is up 46% - so net worth is up than twice!
from Mario Gabelli's annual presentation (see link in the next tweet)👇
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