⁠Quiver Quantitative
NET WORTH UPDATE:

We estimate that JD Vance currently has a net worth of $8.7M

He now has up to $350K in Bitcoin, $BTC

https://t.co/y1vckKlCa3
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⁠Bourbon Capital
Did you buy anything today?
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⁠Bourbon Capital
Earnings After Close

$S SentinelOne
$PVH PVH Corp
$BOX BOX
$NCNO nCino
$JWN Nordstrom
$SMTC Semtech
$AMBA Ambarella
$YY JoYY Inc
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⁠App Economy Insights
Today, we unpack RAG!
🔍 Retrieval-Augmented Generation.

Is it the real fix for AI hallucinations?
https://t.co/eSVmBxu79o

Join us as we separate Gen AI fact from fiction:
🧠 What RAG is & its impact on AI models.
🚫 Debunking RAG myths.
🛠️ Real-world applications. https://t.co/Bcgm10Wdur
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⁠Bourbon Capital
Another wonderful day for weed stocks

1) Never buy weeb stocks
2) Never buy Airlines stocks
3) Be careful with biotech stocks https://t.co/dCjzc8caFe
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⁠Stock Analysis Compilation
Polen Capital on Kinsale Capital $KNSL US

Thesis: Kinsale Capital's specialized insurance focus and strong performance make it a standout in its sector, promising continued growth and market leadership

(Extract from their Q2 letter) https://t.co/ZnBTXIxrQ8
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⁠Investing visuals
Crowdstrike $CRWD became world news after its outage in Juli. Tomorrow, it reports earnings after hours.

Here's a quick pre-earnings overview 🔍👇
🔹Est. Revenue: $958M (+31%)
🔹Est. EBITDA: $239M (+31.7%)
🔹Est. EPS: $0.97 (+30.4%) https://t.co/EDhDHsQ7D4
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⁠Bourbon Capital
RT @BourbonCap: Top large-cap stocks to watch in Europe, a treat:

Criteria:
Market cap > $20B
PE below 15x
Positive free cash flow
*Some company data will be in the market currency, not USD

🏢Financial Services
📡Communication Services
🚗Consumer Cyclical
📦Industrials
⚡️Energy
⛏️Basic Materials
💊Healthcare
⚙️Utilities
💻Technology
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⁠Lumida Wealth Management
Humanoids for All - From $200K to $20K

@PeterDiamandis  and @adcock_brett  discuss reducing humanoid robot costs tenfold, highlighting the need for a detailed BOM analysis of about a thousand parts. https://t.co/OmU1jWp4gx
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⁠Quality Investing with Aria
My spidey sense are tingling.

- $GOOGL to $210 📈
- $AMZN to $232 🤯
- $SPY new ATH 🤪

Give it a month or so 🤔
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⁠Bourbon Capital
My dream day:

$AAPL back to $120
$INTU back to $400
$V back to $180
$ULTA back to $200
$UNH back to $350
$ASML back to $350
$ADBE back to $280

$SPXL back to $48
$SOXL back to $6

2022 was such a lovely year
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⁠Bourbon Capital
RT @BourbonCap: Why is $BABA down 5% today?

This is the stuff you don't pay attention to. They always tell you not to buy Chinese stocks, and then you go to check the short positions yourself, and you find the biggest criminals in the stock market shorting $BABA.

Both positions are quite big, even bigger than Appaloosa's—David Tepper's—which is considered one of the biggest positions, close to $1 billion.

They are suppressing the price and probably dragging the company down with fake news. I really hope on September 9th, my fellow Chinese buy as many $BABA shares as they can and destroy these criminals

Dr Michael Burry is not wrong, but its hard to deal with these people
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