Quiver Quantitative
JUST IN: Representative Joe Neguse has proposed a constitutional amendment to overturn Citizen's United.

This would allow Congress to ban corporations from making election contributions. https://t.co/h2CPRkQKvm
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Quiver Quantitative
JUST IN: Representative Ro Khanna has motioned to subpoena the chair of the FCC over the firing of Jimmy Kimmel.
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Investing visuals
Two weeks ago I noted that $ASML was about 21% undervalued.

Since then, the stock is up +17% and now close to what I believe is a fair value. Looks like it didn’t even need a strong Q3–Q4 to push higher.

Congrats shareholders – patience paid off 🤝

$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 - Investing visuals
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Yellowbrick Investing
Added 53 new stock write-ups to the site (pt 1):
@LuxOpesResearch (quick overviews) - $RBO.PA, $AM.PA, $VRAP.PA, $DTE.DE, $VU.PA, $GAMA.L, $GRP.L, $VIRP.PA, $RBT.PA, $FORSE.PA, $EXA.PA, $VETO.PA
@emilhartela - $NBIS
@taobanker - $TAP
@Compoundandfire - $NU (pass) https://t.co/Eyfj9ZvfDh
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Yellowbrick Investing
Added 53 new stock write-ups to the site (pt 2):
@KrokerEquity - $MIPS.ST (deep dive)
@Petty__Cash - $HITI.V (update)
@SFarringtonBKC - $TGB
@topsecretstocks - $CLOV
@carlosag_92 (updates) - $MACF.L, $ALWEC.PA, $TOA.WA
@wallstengine - $BE (analyst) https://t.co/tGNJJNgC3t
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AkhenOsiris
$DKNG

Bear Cave short thesis on DKNG due to prediction markets. Not sure straight bets on games where sharps and whales enjoy is a reason to short OSBs that are targeting casual fans who love their in-game parlays (growth area).

If Kalshi and others attack this segment, will be a problem. At this point, OSBs should just dive headfirst into prediction markets for unregulated states
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Yellowbrick Investing
Added 53 new stock write-ups to the site (pt final):
@BlokeOak57182 - $GMS.L (pass), $KDNC.L
@ResGloStocks - $0538.HK (update), $6811.HK (overview)
@stocktalkweekly - $IREN (analyst)
@UnlearningCFA - $FPH
@Quality_stocksA - $ORCL (update)
@DuckPond_VR - $WIZZ.L
and more... https://t.co/C0ITgYCwAy
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