⁠Quiver Quantitative
This is getting ridiculous.

Viasat has now risen 105% since we posted this report.

Up another 10% today. https://t.co/I3GGAkyz7D
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⁠Investing visuals
$PLTR what a scaling business looks like. https://t.co/IDMLdxX3Gp
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⁠App Economy Insights
$MU Micron's latest quarter:

Q3 FY25:
• Revenue +15% Q/Q to $9.3B ($0.5B beat).
• Non-GAAP EPS $1.91 ($0.30 beat).

Q4 FY25 Guidance:
• Revenue +% Y/Y to ~$10.7B ($0.8B beat).
• Non-GAAP EPS ~$2.50 ($0.45 beat). https://t.co/SgIzvis7Xh
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⁠Quiver Quantitative
Lindsey Graham: What you don't know is that Trump has talked to Bill Gates about a vaccine for aids https://t.co/giN385wDmA
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⁠App Economy Insights
Magnificent 7 Free Cash Flow visualized. https://t.co/XBAQmkaULA
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⁠Hidden Value Gems
No one really knows when the next financial crisis comes. But when I see headlines like this, I am getting more confident that it will not happen immediately.

#StockMarket https://t.co/SBIDhubRAd
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⁠Dimitry Nakhla | Babylon Capital®
“The big money is not in the buying and selling, but in the WAITING.” — Charlie Munger

PATIENCE PAYS in investing, especially when you own exceptional businesses

Here are 10 companies that had several large declines or flat years but delivered superb 10-year returns🧵 https://t.co/gBoGSCpZsX
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⁠Investing visuals
$GOOGL: Despite AI, cloud, and subscriptions, 57% of $GOOGL's business is still driven by search 🔍 https://t.co/riJDMnVxhH
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⁠Quiver Quantitative
Last May, we noticed a U.S. politician buying stock in a German arms manufacturer.

Rheinmetall stock has now risen 269% since we posted this report.

The stock is up another 6% today.

BREAKING: Representative Susie Lee just bought stock in the German arms manufacturer Rheinmetall, $RNMBY.

She is the first U.S. politician we have seen buy Rheinmetall stock.

Lee sits on the House Appropriations Subcommittee on Military Construction. https://t.co/hiNwf8AsRK - Quiver Quantitative
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