Quiver Quantitative
UPDATE: Representative Cleo Fields bought stock in a Bitcoin mining company called IREN this summer.

It was the first time we had ever seen a politician buy this stock.

$IREN has now risen 163% since his trade.

It's up another 6% today. https://t.co/kQL2zkqtEY
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The Startup Ideas Podcast (SIP) 🧃
RT @gregisenberg: I always wanted to make a movie. So I made one about the craziest moment in tech history.

Episode 1 of The AI Gold Rush documentary is out now. https://t.co/KgSxb3l2xa
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Umesh
RT @icreatelife: Adobe just releases Presets in Firefly Boards

I helped designing some of them and invite you to try turning yourself into Y2K nostalgic vibes.

Presets are using different models (Nano Banana, Flux Kontext, GPT, Firefly models) and makes life easier and creating faster. https://t.co/qsDhrpytoi
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The Startup Ideas Podcast (SIP) 🧃
"The AI Gold Rush" documentary is live!

This is an insane moment in time where apps go from idea to $1M–$100M ARR faster than anyone thought possible with AI

Part 1 of 5 is out now on YouTube and X. https://t.co/jSYKYFtUDN
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Umesh
Nature as a poem!

Prompt: Cinematic macro video from beneath a broad green leaf at dawn. The camera is tucked under the leaf, angled toward a pale-gold sky. A single raindrop trembles on the serrated edge, catching first light. As the sun rises, beams refract through the droplet, casting prismatic flares across the leaf’s veins. Shoot in slow motion (120 fps) with a shallow depth of field for creamy bokeh of soft branches beyond. Subtle focus pulls track the quiver, then the droplet releases in a glittering arc. Backlit mist glows; gentle lens flare. Natural soundscape, early birds, distant breeze. Organic color grade, high dynamic range.

[ Kling AI + ElevenLabs + Suno ]
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App Economy Insights
Alibaba turns up AI CapEx and ambition.

• CEO Eddie Wu sees $4T AI infra wave.
• Increasing its $53B AI spending plan.
• New Qwen3-Max (1T+ params).
• Chasing top-tier compute.
• $BABA stock +8% today. https://t.co/I6gZ6HF6qG
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Umesh
RT @Shinebynous: One workspace, endless creativity.

With Adobe Firefly’s Image 4 model on Firefly Boards, I built a full Halloween Watercolor Alphabet .
Every letter dripping with spooky charm.

Using the Firefly Image 4 model, I explored 20 different prompts, testing styles, variations, and spooky details, until the alphabet came together letter by letter.

Sponsored by #AdobeFirefly, a paid partnership as an
Adobe Firefly Brand Ambassador.
#AdobeFireflyAmbassadors #Ad #HowToAdobeFirefly
1/6
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Investing visuals
$NBIS is now up +64% over the past month😎

Friendly reminder that this is still valid with $NBIS at $112👇

“ I missed $NBIS ”

If you feel like the $NBIS train has departed and you’re too late, here are a few things I’d like you to know:

1 - Do not anchor to the prior stock price
The $MSFT deal massively de-risked the stock. There’s now a clear path to sustained triple-digit revenue growth in the years ahead. And mind you – $MSFT doesn’t make these deals lightheartedly. It’s a testament to the quality $NBIS delivers.

This deal also increases $NBIS mindshare among high-profile customers. I wouldn’t be surprised if we see more large deals with other high profile names in the coming months.

So even after the +50% gain yesterday, the story is still very early. We’re at an inflection point where the snowball is gaining traction and is likely to accelerate. The $3B capital raise $NBIS announced today is a very smart and timely move to keep momentum and invest for future growth.

There’s still a huge runway, and if $NBIS keeps executing the way it has, the stock will follow. Don’t look back – look ahead.

2 - Think long term
I used to worry about whether I should buy a stock at $76 or wait for it to dip to $67. Over time, I realized how pointless that is. If the stock goes to $297, why bother about $76 vs $67? Entry prices are overrated.

What matters is seeing the potential, acting on it, and sizing your position appropriately to match your conviction.

3 - Do not chase either
I’m not saying you should chase the stock higher. Here’s what I would do if I weren’t already a shareholder with a full position: I would initiate a position around ~5% of my portfolio. That way, I’d benefit if it runs, but I’d also have room to add significantly – either if the stock dips without fundamentals deteriorating, or if the business executes so well that I average up. It's not financial advice of course, just how I’d personally approach it.

4 - Stick to what fits you best
Hypergrowth investing isn’t for everyone. If you’re not familiar with the business or the industry, do your due diligence before even considering a share.

I’ve worked in tech for a decade and have a tech-only portfolio. $NBIS fits right in my circle of competence. But this style isn’t for everyone. It requires staying sharp in a fast-moving industry and understanding the dynamics.

My two cents, cheers! 🙏 - Investing visuals
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Investing visuals
$DUOL just teased PvP in chess, giddy up!

Announcement trailer in the comments.

$DUOL visualized:

• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• My thoughts: will AI make $DUOL obsolete?

Let's dive in! 🧵👇 https://t.co/z07EkovQVS - Investing visuals
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