Investing visuals
$ASML stock is basically flat YTD. Meanwhile:

🔹 No AI without $ASML machines
🔹 2030 revenue target of $44B–$60B
🔹 Arguably the widest moat out there

A strong Q3–Q4 could be the breakout catalyst, especially if geopolitical tensions ease.

One month to Q3! https://t.co/l9l7holrUF
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Yellowbrick Investing
$ASC.L

I have initiated a position in ASOS $ASC.L. I think it's primed for a $DDS/ $NELLY type turnaround. 65% of MC in cash, inventory decline, sign. improvement in AEBITDA and GM driven by new commercial model, activist on the board and radical leadership and biz restructuring ongoing - H C🅰️p
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Evan
Klarna is telling investors it expects to price its IPO at the top end or above the marketing range of between $35-$37 per share - Bloomberg https://t.co/Yn38ftBsSk
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Evan
Google $GOOGL owned YouTube said its first ever exlusive broadcast of an NFL game earlier this week brought in a global audience of 17.3 Million https://t.co/O4rZ9nMhTi
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Quiver Quantitative
We just noticed a US Congressman making leveraged bets against the US economy.

Check this out: https://t.co/yecRBPdANb
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The All-In Podcast
All-In Summit Day 1 #LFG https://t.co/93S945zvv7
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Aadit Sheth
Use this prompt if you feel stuck https://t.co/hO0zFw55mA
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Evan
The trading volume on Kalshi this week approached the all time highs from the election

My guess is that at least half of the NFL weeks will top the election volume

Let’s see how this ages

Kalshi has done $441m of volume since NFL kickoff.

NFL week 1 is equal to a US election.

Probably nothing. https://t.co/l08dshJ2eN - Tarek Mansour
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Evan
The first real AI IPO season will be a wild one

For now it's in the private markets ... Motion just closed a deal for $60 Million of funding at a $550M valuation

On Christmas Eve 2019, Michael Seibel, then CEO of YC, called me: “You might not be cut out to be a founder.” He was right. We had pivoted 20 times. I thought I could always return to my 7-figure quant job. That night, I realized: you commit or you quit. Fast forward: Motion raised $60M at $550M. Michael is now a personal investor. - Harry Qi
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Aadit Sheth
RT @neatprompts: This person created a prompt that stops ChatGPT from hallucinating https://t.co/oXMJ2uJGst
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