⁠Quiver Quantitative
Nancy Pelosi made $3.6M in the stock market this week, per our estimates.

We estimate that she is now worth $270M. https://t.co/VC70DyLCGH
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “All past declines look like an opportunity, all future declines look like a risk”

— Morgan Housel 🗣️📚
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⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative Warren Davidson has introduced legislation to require the CBO to make publicly available the models used for bill cost estimates.

Do you support this?

Poll below. https://t.co/W2nE9P9C4B
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⁠Stock Analysis Compilation
Nightview Capital on MGM Resorts $MGM US

Thesis: MGM Resorts is transforming its business model by prioritizing luxury experiences and global expansion, making it a leader in the hospitality sector.

(Extract from their Q4 letter) https://t.co/DZB2MTTsOC
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⁠Stock Analysis Compilation
Nightview Capital on Amazon $AMZN US

Thesis: Amazon is poised for growth and profitability through retail margin expansion, a rapidly growing advertising business, and the continued dominance of Amazon Web Services (AWS).

(Extract from their Q4 letter) https://t.co/HVvQAqTG0b
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AkhenOsiris
BREAKING: India to release SuckDeep as the race for commoditized AI heats up
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AkhenOsiris
If DeepSeek had decided to "hand off" their model to a Singapore-based proxy, the reaction in the West would have been interesting to see.
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Remember how many accounts were calling $CELH a steal & an excellent opportunity most of last year?

$CELH is down -52% in the past year & -73% from its highs 📉

After its large drop, now you rarely see $CELH posts with the same frequency

I wonder why that is 🤷🏽‍♂️ https://t.co/FeeQrAOGcU
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AkhenOsiris
RT @EricJhonsa: IMO, there's too much focus on what DeepSeek spent to develop its models (clearly far more than $6M, esp. for R1) and not enough on how their open-sourced advances (which OpenAI, $META, $GOOG, etc. will likely adopt) could make cutting-edge reasoning models far more accessible.
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⁠Ahmad Jivraj
Interesting stocks to add your research list
Didn’t realize life 360 was a$3.5B company!

Tired of hearing about the same stocks over and over?

Here are 10 small-cap stocks flying under the radar that you probably haven’t heard of before: 👇🏻🧵

1) $TBBB

• Market cap: $3.5B

Tiendas 3B is a rapidly growing discount grocery chain in Mexico, targeting cost-conscious consumers with a no-frills, high-value approach. Its business model focuses on offering essential goods at competitive prices, leveraging streamlined operations and efficient supply chains.

With a strong presence in underserved markets and growing consumer demand for affordable options, Tiendas 3B is well-positioned to capitalize on demographic trends and economic pressures. Its focus on small-format stores allows for expansion in urban and rural areas with lower overhead costs, providing significant room for growth and margin expansion. - M. V. Cunha
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⁠Capital Employed
Essential Sunday reading.

For the latest issue we have the pleasure of interviewing Dave Waters from Alluvial Capital Management to discuss his new venture Tactile Fund LP.

https://t.co/sxHRN0ZwhR https://t.co/dCXPUH9VDi
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