⁠Quiver Quantitative
Senator Wicker: Are we in peacetime now?

Palantir CTO: In my opinion, no. But I think we gotta get the whole country to realize that. https://t.co/XQd7NRyJwU
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AkhenOsiris
You learn how much the pendulum was in one direction on days like today. IGV vs SMH.
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AkhenOsiris
Goodness, FSLR and solar have been an absolute disaster...cheap get cheaper, Trump take a bow 😂
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AkhenOsiris
RT @MadsCapital: can deepseek make a new desktop OS?
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⁠Stock Analysis Compilation
Nightview Capital on Wynn Resorts $WYNN US

Thesis: Wynn Resorts is a compelling investment opportunity, benefiting from a rebounding gaming market and luxury travel trends, along with an undervalued portfolio and strong revenue growth.

(Extract from their Q4 letter) https://t.co/26MoLnMchO
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⁠Dimitry Nakhla | Babylon Capital®
RT @The_AI_Investor: Nvidia Quaterly Revenue from US - China - Singapore https://t.co/MGLwsF7aYe
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⁠Quiver Quantitative
JUST IN: Nancy Pelosi and Marjorie Taylor Greene have both been buying up Palo Alto Networks stock, $PANW.

Pelosi bought up to $1.2M of call options last year, and just exercised them, keeping the shares.

Greene has bought up to $75K of the stock.

Bipartisanship? https://t.co/QtxmW5wH3N
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⁠Quiver Quantitative
NEW: Just released improvements to the Quiver iOS app.

You can now get notifications on new:

- Congressional stock trades
- Government contracts
- Corporate lobbying
- Insider Trades

Should let you see the data even before we post about it.

Hopefully coming to Android soon. https://t.co/QTyi4UEQGE
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⁠Stock Analysis Compilation
Merion Road Capital on United Bank of Alabama $UBAB US

Thesis: United Bank of Alabama is a strong investment due to its significant capital surplus, stock performance, and growth potential, projected to generate $7-$8 in normalized earnings.

(Extract from their Q4 letter) https://t.co/JCzvYFASWr
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