⁠Quiver Quantitative
Representative Maxwell Frost just got kicked out of the House Oversight meeting for these remarks: https://t.co/aRYIZAUhfa
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⁠Investing visuals
It's a tie! Guess I'll have to do both $AMZN VS $MELI and $NVDA VS $AMD 🤭

I'm currently working on a business battle between $GRAB VS $UBER. Which would you like to see next? 🗳️👇
- $AMZN VS $MELI
- $PLTR VS $SNOW
- $V VS $MA
- $NVDA VS $AMD - Investing visuals
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⁠Dimitry Nakhla | Babylon Capital®
Intuit $INTU Q2 2025 Report 🗓️

•Rev: $3.96B (+17% YoY) ✅ vs. $3.83B est

•EPS: $3.32 (+26% YoY) ✅ vs. $2.58 est https://t.co/qMlpYQX8Cw
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⁠Quiver Quantitative
BREAKING: Trump has signed an executive order which aims to impose price transparency on healthcare costs.
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AkhenOsiris
"NVDA expectations are high into earnings" is what you hear the talking heads saying on media. Are they?

Up 20% from 113 to 140, and now down 10% from that level and 15%+ from the ATH. Maybe expectations are balanced.
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AkhenOsiris
Can this momo crash kill those "traded on Nasdaq, ticker FUHQ" om CNBC please
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AkhenOsiris
RT @mdsmaldon: Software - Reasons to remain optimistic 📈
'25 IT spending up 5.3% y/y, highest since 2022.

AI budgets rise 18.7% on average, with over half of IT leaders saying AI’s value exceeds its cost, boosting enterprise adoption.

73% of IT decision-makers plan to increase 2025 spending, prioritizing cloud and software expansion.

More respondents are accelerating IT projects compared to prior periods, indicating stronger demand.

Lower AI costs spur investment—68% of IT leaders would invest more if AI were cheaper, rising to 72% among C-suite.

Cloud spending expectations have grown since the last survey, with more organizations planning increases.

IGV has risen 74% of the time 30 days after a 5-day losing streak.

Past performance doesn’t guarantee future results, and I’m bad at picking stocks or timing. But if you’re interested, let’s discuss—ETR offers plenty of spending data, with fresh updates mid-March! #AI #EnterpriseTech #Software
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⁠Quiver Quantitative
Republican Rep. Warren Davidson just said this about the GOP budget proposal:

"Same plan as always: surrender now with a hollow promise to fight later. I can't support that."

This was the budget bill backed by Trump.

Not sure if it will pass. Voting is about to begin.
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⁠Quiver Quantitative
BREAKING: House Republicans appear to not have the votes for the budget bill backed by Trump.

Massie, Spartz, Davidson, and others expressed concerns over deficit increases.
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⁠Quiver Quantitative
BREAKING: It appears that the budget bill WILL PASS.

Massie looks like the only GOP no vote, after several members indicated that they wouldn’t vote for the bill earlier today.
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⁠Capital Employed
131 Q4 fund letters now added...
https://t.co/Dndl7wcMwK https://t.co/dJ1EfsMgLu
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⁠Alvin
Ask me ANYTHING about the Galaxy S25 Ultra. https://t.co/1ddf1rBx0X
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⁠Alvin
I will upload my full review of the Galaxy S25 Ultra this Thursday at 7 am EST.

Most of your questions will be answered there.

This will be a long one. 👀 https://t.co/xihRkllTTW
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