Gwen

Love to trade and invest.😁💫

[Wall St Engine @wallstengine]

HR software startup Deel, which helps companies manage global payroll, compliance, and hiring, raised $300 million at a $17.3 billion valuation led by Ribbit Capital with a16z and Coatue participating.

The raise comes amid a legal fight with rival Rippling, which accused Deel’s CEO of spying, an allegation Deel denies and countersued over.

Despite the controversy, Deel has surpassed $1 billion in annual recurring revenue and plans to grow staff by 20% next year while expanding its AI-driven HR platform.

[Wall St Engine @wallstengine]

Free 7 day trial to edgeful: https://t.co/0NLpdfDhzO

[Wall St Engine @wallstengine]

$SPY gap-up was around 0.2%, & data shows it gets filled about 90% of the time

Data via @Edgeful

[Gwen @Gwenthemasters]

@wallstengine @Polymarket Earnings season is the most exciting time for me as an active trader and I love ur earnings highlight. Ty, buddy. 100K coming soon for you!

[Wall St Engine @wallstengine]

It’s called Uptober for a reason.

Historically, October’s been one of the most bullish months for Bitcoin, with gains ranging anywhere from 10% to 55% over the past 12 years.

Data via @edgeful

[Wall St Engine @wallstengine]

Everyone’s hyped about selling directly inside ChatGPT.

But look upstream: $2.5M in dropshipping courses and communities sold on Whop in 90 days.

The education layer is exploding, because the rails (Shopify $SHOP, $ETSY, now ChatGPT) keep getting easier

[Wall St Engine @wallstengine]

BEARS IN HIBERNATION

$SPY +1.57% 🟩
$QQQ +1.84% 🟩
$DJI +0.95% 🟩
$IWM +0.23% 🟩

Here's a final weekly heatmap of the S&P 500

[Wall St Engine @wallstengine]

Locked and loaded, going all in on the Apple ecosystem

[George Sivulka @gsivulka]

Which LLM gives you the edge in finance?

Our Research team put OpenAI, Anthropic, Google, and Grok to the test.

Spoiler: No one-size-fits-all. That's why multi-model matters.

[Wall St Engine @wallstengine]

Are we really sure about Cosmic Orange? 🤔

Gimme real answers only.

[Wall St Engine @wallstengine]

$TSLA CHAIR: LEADERSHIP PLAN IN PLACE IF MUSK CAN NO LONGER SERVE, AND MUSK IS INVOLVED IN SUCCESSION PLANS

[Wall St Engine @wallstengine]

Canaccord Genuity Reiterates Buy Rating on $HIMS, PT $68

Analyst comments: "Although HIMS shares have more than doubled YTD, the stock is down over 20% since late July, reflecting concerns about slowing core growth. We believe these fears, while understandable, stem from a short-term lens and do not adequately account for Hims' structural advantages and expanding growth vectors.

While the shift of on-demand sexual health subscribers to daily solutions will likely weigh on core growth for another few quarters, we note that (1) this transition improves the stickiness of the subscriber base, (2) sets up easier comps in 2026, and (3) the track record of this management team instills confidence in its ability to successfully add and scale new treatments.

On the GLP-1 side, despite concerns that Novo would sue Hims following the cancelation of their partnership, we are increasingly confident in the durability of this revenue stream, in part reflecting additional regulatory clarity from the FDA as well as a constructive ruling in the Eli Lilly vs. Willow Health case.

With our current model implying just low double-digit annualized core US revenue growth over the next five years, including mid-single-digit growth in FY29 and FY30, we believe there is a good degree of conservatism in our estimates. Additionally, we see multiple levers — including new specialties and treatments, international, compounded GLP-1s, and generic semaglutide — that could reasonably support Hims reaching its FY30 financial targets, and in this note we have outlined two illustrative scenarios that demonstrate alternative pathways for Hims to achieve those targets.

We believe this range of potential growth routes underscores the asymmetry of the investment case, with downside risks seemingly becoming well understood and upside drivers still underappreciated."

Analyst: Maria Ripps

[Wall St Engine @wallstengine]

France’s top court upheld the country’s 3% digital services tax, dismissing claims it violates equality laws. The levy, expected to raise €774M ($909M) in 2025 from ads, data sales, and intermediary services, has been derided by Trump as discriminatory and comes as France faces a record euro-area budget deficit.

[Wall St Engine @wallstengine]

Barclays Upgrades $GM to Overweight from Equalweight, Raises PT to $73 from $55

Analyst comments: "We raise our PT to $73, from $55. In short, we believe that amid easing US EV regulations and resiliency in US SAAR/pricing, GM should see a favorable environment. On EVs, we see opportunity for GM to narrow some of its EV losses (likely $4-5bn). And while the SAAR environment has benefited from pull-forward, we believe it has generally been more resilient than expected, especially in pricing. And combined with an attractive valuation and share buybacks, we believe GM stock should work."

Analyst: Dan Levy

[Wall St Engine @wallstengine]

$RH Q2’25 Earnings Highlights

🔹 Revenue: $899.15M (Est. $905.3M) 🔴; +8.4% YoY
🔹 Adj. EPS: $2.93 (Est. $3.21) 🔴
🔹 Adj. EBITDA Margin: 20.6%

Guidance:
🔹 FY25 Revenue Growth Cut: +9% to +11% (Prev. +10% to +13%) 🔴
🔹 Q3 Revenue Growth: +8% to +10%

CEO Commentary:
🔸 “Revenue increased 8.4%, demand up 13.7% despite tariffs and the worst housing market in almost 50 years.”
🔸 “RH Paris is off to a very strong start—traffic exceeded RH New York and design pipeline outpaced our first five European Galleries.”
🔸 “We’re well positioned to compete favorably under any market condition.”

[Wall St Engine @wallstengine]

Paramount Skydance $PSKY is preparing a majority-cash, Ellison-backed bid to acquire Warner Bros. Discovery $WBD, WSJ reports.

The offer could cover all of Warner’s assets, including cable networks and its movie studio, as Warner restructures into two divisions for cable and streaming/studios.

[Wall St Engine @wallstengine]

US 🇺🇸 mortgage rates just logged their biggest weekly drop in a year. Freddie Mac says the 30-year fixed averaged 6.35% for the week of Sept. 11, down from 6.50% a week earlier and the lowest level since Oct. 2024.

[Wall St Engine @wallstengine]

U.S. Commerce Secretary Howard Lutnick:

We're going to sort out India on trade. Will sort out trade once India stops buying Russian oil

[Wall St Engine @wallstengine]

Today's Key Events (All EST) — 09/11/2025

08:30: US Initial Jobless Claims
08:30: US CPI Inflation Data
13:00: US 30-Year Bond Auction
14:00: US Federal Budget Balance

Before Open 👇
06:00: Hooker Furniture $HOFT
07:00: Lovesac $LOVE
07:00: KalVista Pharma $KALV
08:00: Kroger $KR
08:00: Vera Bradley $VRA

After Hours 👇
16:05: Adobe $ADBE
16:05: RH $RH
16:15: Farmer Brothers $FARM
—: RF Industries $RFIL

[Wall St Engine @wallstengine]

$OPEN NAMES KAZ NEJATIAN AS CEO; PREVIOUSLY SERVED AS COO OF SHOPIFY