Dimitry Nakhla | Babylon Capital®
There are plenty of discussions revolving around the Fed and Interest Rates 🏦
Here’s what the Fed SHOULD do, & it’s simple
1. A 0.25% cut (in the next 2 months)
2. Patiently assess the situation until Oct / Nov
3. Hold steady or one more 0.25% cut in Nov / Dec (pending data)
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There are plenty of discussions revolving around the Fed and Interest Rates 🏦
Here’s what the Fed SHOULD do, & it’s simple
1. A 0.25% cut (in the next 2 months)
2. Patiently assess the situation until Oct / Nov
3. Hold steady or one more 0.25% cut in Nov / Dec (pending data)
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Quiver Quantitative
JUST IN: Senator Adam Schiff has introduced legislation to ban government officials from issuing meme coins.
Track the bill on Quiver: https://t.co/p2UcuHXvAw
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JUST IN: Senator Adam Schiff has introduced legislation to ban government officials from issuing meme coins.
Track the bill on Quiver: https://t.co/p2UcuHXvAw
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Quiver Quantitative
RFK Jr. was just asked about his portfolio.
He said: "I own Bitcoin"
If you followed Quiver you'd already know! https://t.co/B8b0tQ5PZ7
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RFK Jr. was just asked about his portfolio.
He said: "I own Bitcoin"
If you followed Quiver you'd already know! https://t.co/B8b0tQ5PZ7
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Quiver Quantitative
Look at this.
At the beginning of the year, we sounded the alarm when Congress suddenly started buying up Palantir stock.
$PLTR has now risen 108% since they started buying. https://t.co/djxyXJZFcP
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Look at this.
At the beginning of the year, we sounded the alarm when Congress suddenly started buying up Palantir stock.
$PLTR has now risen 108% since they started buying. https://t.co/djxyXJZFcP
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The All-In Podcast
Chamath: Tesla and Google are best positioned to win AI because they are building the full-stack
Jason:
"The game here is who wins the AI prize five years from now?"
"Chamath, who's your number one and number two?"
Chamath:
" Tesla's one and Google's two."
"And the reason is because they are the closest to having that vertically integrated stack that I spoke about."
TESLA 1⃣
"I think that Tesla has the best vision models."
"Now with xAI, they'll have one of the best LLMs and reasoning models."
"And they'll be able to eventually stick that on Dojo."
"And then all of that will be in all of the physical AI that you will interact with in your daily life."
"Whether it's a robot, or whether it's a car, or whether it's a Robotaxi. So that's number one."
GOOGLE 2⃣
"And then number two, for many of the same reasons, I think Google."
"Because you'll have the Gemini family of models, which just absolutely kick ass."
"Like Veo 3, which we haven't really spoke about, is gonna destroy Hollywood in the next year, like Hollywood is done, I think."
"But they're landing model after model."
"They have the TPU, and the next generation TPU I think is exceptional."
"They're baking quantum."
"And then they have an entire funnel of billions of people that they can direct experiences to."
"So Tesla one, Google two."
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Chamath: Tesla and Google are best positioned to win AI because they are building the full-stack
Jason:
"The game here is who wins the AI prize five years from now?"
"Chamath, who's your number one and number two?"
Chamath:
" Tesla's one and Google's two."
"And the reason is because they are the closest to having that vertically integrated stack that I spoke about."
TESLA 1⃣
"I think that Tesla has the best vision models."
"Now with xAI, they'll have one of the best LLMs and reasoning models."
"And they'll be able to eventually stick that on Dojo."
"And then all of that will be in all of the physical AI that you will interact with in your daily life."
"Whether it's a robot, or whether it's a car, or whether it's a Robotaxi. So that's number one."
GOOGLE 2⃣
"And then number two, for many of the same reasons, I think Google."
"Because you'll have the Gemini family of models, which just absolutely kick ass."
"Like Veo 3, which we haven't really spoke about, is gonna destroy Hollywood in the next year, like Hollywood is done, I think."
"But they're landing model after model."
"They have the TPU, and the next generation TPU I think is exceptional."
"They're baking quantum."
"And then they have an entire funnel of billions of people that they can direct experiences to."
"So Tesla one, Google two."
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Investing visuals
Seeing a lot of bullish buy-the-dip takes on $HIMS.
But there's a major risk that came into full view yesterday and isn't talked about enough IMO.
High legal & regulatory exposure.
The compounded GLP-1 model is under fire. If regulators crack down, $HIMS could lose a key growth driver plus face legal pressure and credibility damage.
This isn’t new, but it’s now impossible to ignore.
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Seeing a lot of bullish buy-the-dip takes on $HIMS.
But there's a major risk that came into full view yesterday and isn't talked about enough IMO.
High legal & regulatory exposure.
The compounded GLP-1 model is under fire. If regulators crack down, $HIMS could lose a key growth driver plus face legal pressure and credibility damage.
This isn’t new, but it’s now impossible to ignore.
$HIMS is down 🔻32% on the $HIMS – $NVO partnership termination.
5 Key highlights👇
1 - Reason for termination 🔍
$NVO ended the agreement with $HIMS to supply Wegovy, citing concerns over “illegitimate” compounded versions. $NVO accuses $HIMS of deceptive marketing and mass compounding of unapproved GLP-1s.
2 - Short-term revenue impact 🫰
Minimal near-term impact: Wegovy was not yet widely available on the $HIMS platform. Compounded GLP-1s remain the core of its current offering.
3 - Long(er)-term revenue impact 💰
While not directly stated by either company, the deal’s collapse and regulatory trends imply future access to branded GLP‑1s could be harder.
4 - Brand trust risk ⚠️
Accusations of deceptive practices may damage $HIMS credibility with regulators, pharma partners, and consumers.
5 - Moving forward with GLP-1 🔮
$HIMS will continue offering compounded and personalized GLP-1 treatments through its own clinical program.
If I missed anything important, feel free to add other insights or important snippets.
Does this change your $HIMS thesis? tweet
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Dimitry Nakhla | Babylon Capital®
RT @BourbonCap: Visa $V CEO: 'We will enable and scale stablecoins if consumers want them'
Improvise, adapt, overcome long $V https://t.co/lyuEo5hRtP
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RT @BourbonCap: Visa $V CEO: 'We will enable and scale stablecoins if consumers want them'
Improvise, adapt, overcome long $V https://t.co/lyuEo5hRtP
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Dimitry Nakhla | Babylon Capital®
This is great for MercadoLibre $MELI 🤝
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This is great for MercadoLibre $MELI 🤝
🚨 Breaking: Argentina's 🇦🇷 annual GDP growth now stands at 5.8%, the highest in the Western world, and higher than China!
@JMilei's miracle is unstoppable! https://t.co/PJzWiKwq14 tweet