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Deep Value Investing is back baby!
Dropping tomorrow for subscribers, an interview with Dan Lysik from Miller Value Partners.
Discussing two small cap ideas.
https://t.co/R3IlEMbPsL https://t.co/RGK2PXeoLh
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Deep Value Investing is back baby!
Dropping tomorrow for subscribers, an interview with Dan Lysik from Miller Value Partners.
Discussing two small cap ideas.
https://t.co/R3IlEMbPsL https://t.co/RGK2PXeoLh
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Wall St Engine
Today's Key Events (All EST) — 06/05/2025
07:30: US Challenger Layoffs
08:30: US Trade Balance
08:30: US Initial Jobless Claims
08:30: US Productivity Revised
08:30: US Continued Jobless
12:00: Fed's Kugler
13:30: Fed's Schmid
13:30: Fed's Harker
All Day NATO Defence Minister Meeting
Before Open 👇
04:10: Hello Group $MOMO
05:45: Duluth Holdings $DLTH
06:00: BitFuFu $FUFU
06:45: Lands' End $LE
07:00: Ciena $CIEN
07:35: EuroDry $EDRY
08:00: Cracker Barrel Old Country $CBRL
08:00: Brown-Forman $BF.B
08:30: Toro Company $TTC
After Hours 👇
04:00: Petco Health & Wellness $WOOF
04:05: lululemon athletica $LULU
04:05: DocuSign $DOCU
04:05: Rubrik $RBRK
04:05: Samsara $IOT
04:05: ServiceTitan $TTAN
04:05: Torrid Holdings $CURV
04:05: Mission Produce $AVO
04:05: Vail Resorts $MTN
04:05: Zumiez $ZUMZ
04:05: Concrete Pumping $BBCP
04:15: Broadcom $AVGO
04:15: Guess? $GES
04:15: Quanex Building Products $NX
04:20: Braze $BRZE
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Today's Key Events (All EST) — 06/05/2025
07:30: US Challenger Layoffs
08:30: US Trade Balance
08:30: US Initial Jobless Claims
08:30: US Productivity Revised
08:30: US Continued Jobless
12:00: Fed's Kugler
13:30: Fed's Schmid
13:30: Fed's Harker
All Day NATO Defence Minister Meeting
Before Open 👇
04:10: Hello Group $MOMO
05:45: Duluth Holdings $DLTH
06:00: BitFuFu $FUFU
06:45: Lands' End $LE
07:00: Ciena $CIEN
07:35: EuroDry $EDRY
08:00: Cracker Barrel Old Country $CBRL
08:00: Brown-Forman $BF.B
08:30: Toro Company $TTC
After Hours 👇
04:00: Petco Health & Wellness $WOOF
04:05: lululemon athletica $LULU
04:05: DocuSign $DOCU
04:05: Rubrik $RBRK
04:05: Samsara $IOT
04:05: ServiceTitan $TTAN
04:05: Torrid Holdings $CURV
04:05: Mission Produce $AVO
04:05: Vail Resorts $MTN
04:05: Zumiez $ZUMZ
04:05: Concrete Pumping $BBCP
04:15: Broadcom $AVGO
04:15: Guess? $GES
04:15: Quanex Building Products $NX
04:20: Braze $BRZE
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AMAZON $AMZN is setting up “Humanoid Park” at its SF office to test humanoid robots for deliveries, per The Information. The goal is to trial these bots inside its 20,000+ Rivian $RIVN vans, as Amazon explores using humanoid robots for last-mile delivery. https://t.co/Hv8ZZJDHp9
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AMAZON $AMZN is setting up “Humanoid Park” at its SF office to test humanoid robots for deliveries, per The Information. The goal is to trial these bots inside its 20,000+ Rivian $RIVN vans, as Amazon explores using humanoid robots for last-mile delivery. https://t.co/Hv8ZZJDHp9
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BREAKING: President Trump announces a full travel ban on the following 12 countries: Afghanistan, Burma, Chad, Republic of the Congo, Equatorial Guinea, Eritrea, Haiti, Iran, Libya, Somalia, Sudan, and Yemen.
An additional 7 countries will face partial restrictions starting June 9: Burundi, Cuba, Laos, Sierra Leone, Togo, Turkmenistan, and Venezuela.
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BREAKING: President Trump announces a full travel ban on the following 12 countries: Afghanistan, Burma, Chad, Republic of the Congo, Equatorial Guinea, Eritrea, Haiti, Iran, Libya, Somalia, Sudan, and Yemen.
An additional 7 countries will face partial restrictions starting June 9: Burundi, Cuba, Laos, Sierra Leone, Togo, Turkmenistan, and Venezuela.
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Trump and Senate Republicans are weighing changes to the $40,000 SALT cap in his tax-cut bill, but no deal’s been made yet, per Sen. John Thune. He says there’s little Senate GOP support for expanding the deduction, calling it “a $350B subsidy for blue states,” per Bloomberg.
The House version, which raises the cap from $10K to $40K, is key for Republicans in high-tax states, but senators from states like Kansas and Louisiana say there may be room to scale it back. Talks are ongoing.
The broader tax-and-spend bill—Trump’s legislative centerpiece—faces pressure from both sides of the GOP. Fiscal hawks want deeper cuts; moderates want changes to Medicaid rollbacks and SALT. The CBO estimates the bill adds $2.4T to the deficit, but Trump points to separate CBO data showing tariffs could shrink the gap by $2.8T if kept in place over the decade.
No final decision yet on SALT or spending cuts. As Sen. Mike Crapo put it: “Nothing is resolved until everything is resolved.”
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Trump and Senate Republicans are weighing changes to the $40,000 SALT cap in his tax-cut bill, but no deal’s been made yet, per Sen. John Thune. He says there’s little Senate GOP support for expanding the deduction, calling it “a $350B subsidy for blue states,” per Bloomberg.
The House version, which raises the cap from $10K to $40K, is key for Republicans in high-tax states, but senators from states like Kansas and Louisiana say there may be room to scale it back. Talks are ongoing.
The broader tax-and-spend bill—Trump’s legislative centerpiece—faces pressure from both sides of the GOP. Fiscal hawks want deeper cuts; moderates want changes to Medicaid rollbacks and SALT. The CBO estimates the bill adds $2.4T to the deficit, but Trump points to separate CBO data showing tariffs could shrink the gap by $2.8T if kept in place over the decade.
No final decision yet on SALT or spending cuts. As Sen. Mike Crapo put it: “Nothing is resolved until everything is resolved.”
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RT @wallstengine: Bill Ackman explains his investment research process: https://t.co/pm6b0tucCO
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RT @wallstengine: Bill Ackman explains his investment research process: https://t.co/pm6b0tucCO
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RT @wallstengine: Morgan Stanley says Tesla’s $TSLA drone potential could turn it into a defense stock. Analyst Adam Jonas sees drones and urban air mobility as a $1T market by 2040, $9T by 2050. If Tesla grabs a slice, it could add $1,000 per share.
h/t to @trader_53 https://t.co/l7IfFofgCE
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RT @wallstengine: Morgan Stanley says Tesla’s $TSLA drone potential could turn it into a defense stock. Analyst Adam Jonas sees drones and urban air mobility as a $1T market by 2040, $9T by 2050. If Tesla grabs a slice, it could add $1,000 per share.
h/t to @trader_53 https://t.co/l7IfFofgCE
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SPACEX TO BUILD ADVANCED CHIP PACKAGING FAB IN TEXAS
SpaceX is entering the FOPLP chip packaging space and is setting up its own facility in Texas, per DigiTimes. While the plant is under construction, STMicro $STM is handling packaging orders, with overflow going to Taiwan’s Innolux.
Sources say SpaceX plans to use massive 700mm x 700mm substrates — the largest in the industry — to meet growing demand from Starlink and other satellite systems.
Additionally, Elon Musk expects Starlink to hit $15.5B in revenue in 2025, and he’s betting on vertical integration to bring down chip costs and boost performance, similar to how Tesla built out its own TPAK tech.
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SPACEX TO BUILD ADVANCED CHIP PACKAGING FAB IN TEXAS
SpaceX is entering the FOPLP chip packaging space and is setting up its own facility in Texas, per DigiTimes. While the plant is under construction, STMicro $STM is handling packaging orders, with overflow going to Taiwan’s Innolux.
Sources say SpaceX plans to use massive 700mm x 700mm substrates — the largest in the industry — to meet growing demand from Starlink and other satellite systems.
Additionally, Elon Musk expects Starlink to hit $15.5B in revenue in 2025, and he’s betting on vertical integration to bring down chip costs and boost performance, similar to how Tesla built out its own TPAK tech.
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PROCTER & GAMBLE TO CUT 7,000 JOBS, TRIM BRAND LINEUP – WSJ
$PG plans to lay off around 7,000 non-manufacturing employees globally over the next two years — about 15% of its office workforce — as part of a company-wide reorg. The cuts aren't about cost savings, according to execs, but about reshaping roles and teams. The consumer goods giant also said it’ll scale back its brand portfolio and exit some categories as it adjusts to slower sales and tighter consumer spending.
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PROCTER & GAMBLE TO CUT 7,000 JOBS, TRIM BRAND LINEUP – WSJ
$PG plans to lay off around 7,000 non-manufacturing employees globally over the next two years — about 15% of its office workforce — as part of a company-wide reorg. The cuts aren't about cost savings, according to execs, but about reshaping roles and teams. The consumer goods giant also said it’ll scale back its brand portfolio and exit some categories as it adjusts to slower sales and tighter consumer spending.
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