Badawy

[Badawy @badawise]

May CPI rose from 3.8% to 4.2%. The entire spike was driven by oil and energy prices tied to the Iran conflict.
Obviously, the Fed can’t fix geopolitical oil shocks by raising interest rates. That’s why markets focus on Core CPI; which came at 0.2% MoM (cooler than expected)

[The Kobeissi Letter @KobeissiLetter]

BREAKING: May CPI inflation rises to 4.2%, the highest level since April 2023.

Core CPI inflation also rises to 2.9%, the highest since September 2025.

Inflation in the US is officially back above 4% and more than double the Fed's target.

Odds of Fed rate hikes are rising.

[Wall St Engine @wallstengine]

Canaccord Reiterates $META to Buy, PT $930

Analyst comments: "At its Conversations event in London on June 3, Meta announced the global launch of Meta Business Agent and rolled out a separate Business Agent Platform for enterprises. The former, which has been rebranded from Meta Business AI, fields customer questions, provides product recommendations, books appointments, qualifies leads, and closes sales across WhatsApp, Messenger, and now Instagram. The Business Agent Platform, meanwhile, is an offering for larger firms that enables businesses to connect agents into outside systems like Shopify, Zendesk, and Shopee, with usage-based pricing. More broadly, today’s announcements underpin two key goals:

(1) to make the chat thread the storefront, collapsing discovery, recommendation, booking, payment, and support into one conversation, so the place a customer talks to a business becomes the place the sale closes;

(2) to make the agent a business partner rather than a help desk, briefing business owners each morning on the threads they missed overnight, flagging what customers keep asking, and, in time, absorbing additional work around daily operations. Meta Business Agent is expected to be integrated with the recently announced Meta One subscription offerings, and while it is unclear which plans will include the tool, we see the feature as a strong catalyst for subscription uptake and believe it could help Meta's business subscription develop into a multi-billion-dollar revenue stream. This would complement ad budget increases on the platform stemming from ROI gains as well as Business Agent Platform Enterprise revenue. Longer term, if agents take on incremental tasks such as research, scheduling, and operational duties, the monetization opportunity widens from advertising into the broader pool of operating budgets."

Analyst: Maria Ripps

[Badawy @badawise]

Yeah. No shit!

[Kalshi @Kalshi]

JUST IN: Ray Dalio says the AI bubble will burst "eventually"

[Badawy @badawise]

Strategically bullish for #Meta as it becomes the default AI front office for small and medium businesses globally

[Shay Boloor @StockSavvyShay]

$META launched Business Agent across WhatsApp, Instagram and Messenger with more than 1M businesses already using the product.

Meta is also rolling out an enterprise platform with $SHOP and $SE Shopee integrations with paid plans expected in coming months.

[Oguz Erkan @oguzerkan]

$META bears think it won’t be able to generate ROI on its AI capex.

Meanwhile Jensen Huang: “Nobody uses AI better than $META.”

Period.

[Badawy @badawise]

A man does not discover his purpose by contemplating the stars, but by assigning Claude increasingly ambitious tasks until the limits remind him he is mortal.

— Marcus Aurelius, probably

[Badawy @badawise]

Forward P/E: ~18.5x
Trailing (current) P/E: ~22.2x
PEG (5yr expected): ~0.90

For a blue-chip stock, these valuation ratios are outstanding. It rarely gets better than this.

$META

[Oguz Erkan @oguzerkan]

$META trading at 18x forward earnings while growing +20% YoY…

What’s the bear thesis here? Really?

[Shay Boloor @StockSavvyShay]

OpenAI reportedly hired $NOW CMO Colin Fleming to lead marketing for its business segment after two years at ServiceNow and more than a decade at $CRM.

OpenAI and Anthropic are now pulling enterprise software GTM leaders into the frontier AI labs.

[Paul Graham @paulg]

I don't have to tell you what happened to these three boys. You already know. How awful is that?

[Badawy @badawise]

@DravenNoctis 😂😂😂

[Badawy @badawise]

Mfs say shit like this and then claim Islam is a religion of terror.

[Badawy @badawise]

@DravenNoctis You sir are a true legend. May God bless your heart and soul

[Badawy @badawise]

The brutality has surpassed all limits. Their retribution will be biblical.

[Mondoweiss @Mondoweiss]

A child in Gaza watched his mother burn alive. Then he died too.

https://t.co/zaGngb2z5g

#Palestine #Israel

[Badawy @badawise]

Cheering for killing our children. Not surprising, given decades of hate campaigns and demonization of Arabs and/or Muslims, largely fueled by Western media bias and unquestioningly accepted by the oblivious public.

[Stop Arab Hate @StopArabHate]

🚨 “It is good to start eliminating future savage Muslim terrorists”

- Joan Daniels, attorney in Los Angeles, responding to the massacre of children

[Mel @Villgecrazylady]

Americans are the only people on the planet who can have their government drop 150,000 pounds of bombs on a foreign country in a single night and they don’t even know it happened.

That’s how deaf we’ve become to the hum of the war machine.

[Saul Staniforth @SaulStaniforth]

Through the night surgeon @FerozeSidhwa was operating on young children at Nasser hospital, trying to save their lives.

The interviewer asks him if he can see arguments on "both sides". Feroze's answer is spot on.

[Francesca Albanese, UN Special Rapporteur oPt @FranceskAlbs]

Time to clarify WHERE Zionists "believe Israel has the right to exist".
OPTION 1: On the land taken by force from the Palestinians in 1947-1949? Israel already exists on that land! The tantrums and fuss about it - while an entire people is being annihilated - is utterly unsufferable.
2. OPTION 2: everywhere "from the river to the sea"? That is false: The State of Israel has NO right to exist in Gaza, east Jerusalem, and the West Bank (land where Palestinians have exclusive right to self-determination in the form of independent statehood). It is flagrantly unlawful, violates UN Charter, customary IL, ICJ jurisprudence, and much more.

[Dr. Simon @goddek]

Exposing people who ran a children rape network and used recordings to blackmail powerful figures is now considered antisemitic, according to the ADL.

The Trump administration should investigate that shady organization—but my bet is they never will.

[Badawy @badawise]

Behold, America’s greatest ally

[Dominic Michael Tripi @DMichaelTripi]

BREAKING: US believes Israel leaked info about direct talks with Hamas to sabotage peace deal.

[Badawy @badawise]

These people have in their backyard an island solely built for sex trafficking in collaboration with their politicians and public figures, and yet they use their sarcasm against a Muslim teenager girl. Some people are truly shameless.

[Middle East Observer @ME_Observer_]

When Gad Saad and Elon Musk ganged up on a Muslim teenager with a few dozen followers.