Quiver Quantitative
Viasat stock has now risen 442% since we posted this report: https://t.co/HC5VyYLXZm
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App Economy Insights
📈 Big banks are back on offense:

• $JPM Trading Boom
• $BAC Dealmaking Breaks Out
• $WFC New Era of Growth
• $MS Equity Crown Tightens
• $GS Dealmaking Dominates
• $C Firing on All Cylinders
https://t.co/azbpU8Rcv7
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Quiver Quantitative
$ICHR has now risen 53% since we posted this report.

Up another 10% today.

BREAKING: Representative Debbie Wasserman Schultz has bought stock in a company called Ichor, $ICHR.

Ichor designs components for semiconductor capital equipment.

This is the first time we have seen a politician buy the stock in over 8 years.

We'll be keeping an eye on $ICHR. https://t.co/Lxfp6hTA9W - Quiver Quantitative
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Investing visuals
$ASML Q3 visualized & highlights:

• Net bookings: €5.4B (Est. €5.2B)
• Revenue €7.5B (Est. €7.65B)
• Gross Margin: 51.6% (Est. 51.3%)

Outlook
• Q4: revenue €9.2-9.8B (Est. €9.3B)
• 2026 reiterated as growth year
• Warns of sharp China slowdown
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Umesh
RT @icreatelife: Veo 3.1 is released in Adobe Firefly and Adobe Firefly Boards 🎉 https://t.co/wZQkUCGnN1
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Quiver Quantitative
We've started writing code to track suspicious trades on @Polymarket.

We'll keep you updated on what we find. https://t.co/WfUHb4x9Aa
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Umesh
First, I tried Veo 3.1 Fast on Leonardo AI.

It seems like timelapse prompts work better!

Prompt : Locked-off camera from a slightly elevated position behind a windswept cliff. Foreground: tall, sun-bleached grass and dusty soil filling ~70% of frame; midground: broken edge of the cliff leading to stratified, slate-gray headlands; background: pale, hazy sky; right side: calm, blue-gray ocean with faint ripples. Time accelerates: wind animates the grass; bulldozers enter from left, carve a flat plateau near the cliff edge, soil darkens, dust plumes drift and settle; machines exit. Concrete is poured in segments, curing from wet to matte. Steel columns rise grid-like; beams connect; a minimal, low-slung villa takes shape. Large glass panels slide in, catching soft overcast glints that mirror the sea. An infinity pool forms at the edge—water fills, aligns visually with the horizon. Sparse desert plants and agaves populate terraces, subtle irrigation darkens soil then dries. Lighting phases through day–night cycles; by warm sunset, interior lights glow softly, reflections melt into the ocean; the villa appears native to the landscape. Maintain realistic scale, natural color palette, gentle haze, and zero camera motion.

VEO 3.1 Is Here
More Control. More of Your Vision.

Sharper realism. Smoother motion. Smarter storytelling. VEO 3.1 gives you total control of your cinematic vision.

What’s new:
◦ End Frames: Define how your story ends with precision and control.
◦ Enhanced Fidelity: More realistic motion, depth, and detail.
◦ Smarter Expression: Human gestures and emotion that feel real.

Still includes everything you love about VEO - seamless video and audio generation, text-to-video, and multi-modal creation - now faster, sharper, and more intuitive.

Brought to you first, as official Google launch partner.
VEO 3.1 Now available on https://t.co/9TJ9gzjykj. - Leonardo.Ai
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Quiver Quantitative
JUST IN: Representative Thomas Massie just had his biggest quarter of fundraising EVER.

97% came from individual donors.

This comes after a "MAGA KY" super PAC was launched by billionaires in an attempt to remove Massie from office.

Screenshot from Quiver: https://t.co/5j2K4gvkAM
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Yellowbrick Investing
Added 56 new stock write-ups to the site (pt 1):
@hughieforbes (liquidation watchlist) - $PRSR.L, $ENX.JO, $2020.OL, $SCOIN.OL, $DPA.L, $SHO, $LLL.AX, $WCM-A.TO, $LABS.L, $WHI.L, $SEIT.L, $SSON.L, $CAU.L
@TMoodyInvest - $ZD
@HawkinsEntrekin - $NVDA (short) https://t.co/zdIrbKoN6Q
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