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Quiver Quantitative
We spent the last three months sounding the alarm on a purchase of $IREN stock by a US congressman.
The stock has now risen 342% since his purchase. https://t.co/XncSGovk49
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We spent the last three months sounding the alarm on a purchase of $IREN stock by a US congressman.
The stock has now risen 342% since his purchase. https://t.co/XncSGovk49
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Quiver Quantitative
BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
We estimate that she is now worth $281M.
Track politicians' portfolios here:
https://t.co/HWjy13y9Hx https://t.co/wQyJPvon2Q
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BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
We estimate that she is now worth $281M.
Track politicians' portfolios here:
https://t.co/HWjy13y9Hx https://t.co/wQyJPvon2Q
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Dimitry Nakhla | Babylon Capital®
Fair Isaac $FICO Q4 2025 Report 🗓️
✅ REV: $515.8M (+14% YoY)
✅ EPS: $7.75 (+18% YoY)
📊 Scores Revenues $311.6M, +25% YoY https://t.co/0G02uFFNgh
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Fair Isaac $FICO Q4 2025 Report 🗓️
✅ REV: $515.8M (+14% YoY)
✅ EPS: $7.75 (+18% YoY)
📊 Scores Revenues $311.6M, +25% YoY https://t.co/0G02uFFNgh
Fair Isaac $FICO Q4 2025 Estimates 🗓️
REV: 513.92M (+13% YoY)
EPS: $7.36 (+13% YoY)
Segments & KPIs 👇🏽 https://t.co/VALKf22cah tweet
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App Economy Insights
$APP Applovin's margins are insane.
Who else even comes close? https://t.co/H1FJTppURF
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$APP Applovin's margins are insane.
Who else even comes close? https://t.co/H1FJTppURF
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AkhenOsiris
$GOOGL $AMZN
Google is in early discussions to deepen its investment in Anthropic, Business Insider has learned.
The new round of funding could value Anthropic at more than $350 billion, according to one source familiar with the matter. The potential new deal, which is still being negotiated and is in flux, could also take the form of a strategic investment where Google provides additional cloud computing services to Anthropic, a convertible note, or a priced funding round early next year, according to sources familiar with the matter.
It's unclear how much Google would invest in this round or if there would be additional investors in this latest funding.
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$GOOGL $AMZN
Google is in early discussions to deepen its investment in Anthropic, Business Insider has learned.
The new round of funding could value Anthropic at more than $350 billion, according to one source familiar with the matter. The potential new deal, which is still being negotiated and is in flux, could also take the form of a strategic investment where Google provides additional cloud computing services to Anthropic, a convertible note, or a priced funding round early next year, according to sources familiar with the matter.
It's unclear how much Google would invest in this round or if there would be additional investors in this latest funding.
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Clark Square Capital
Great brief write-up on Gravity $GRVY. Solid pipeline into the next year.
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Great brief write-up on Gravity $GRVY. Solid pipeline into the next year.
$GRVY has > $400M cash, no debt, and we estimate ~$100M Q3 revenue & $12M net income. Valuation? $0. Yep, it's FREE.
Our pre-earnings (Nov 7) piece dives into the biz model, Q3 ops, Q4’s launch lineup and 2026 roadmap.
#ValueInvesting #GamingStocks
👉 https://t.co/AaBp5FeNbS https://t.co/3h2jkGliz9 tweet
Dimitry Nakhla | Babylon Capital®
William Lansing, $FICO CEO on Q4 2025 call
“We've been rewarded for that conservatism in years past because rates have had for the last several years not come down to the extent that people expected. And we've done more of the same this year.
𝐒𝐨 𝐚𝐥𝐭𝐡𝐨𝐮𝐠𝐡 𝐭𝐡𝐞𝐫𝐞'𝐬 𝐚 𝐠𝐨𝐨𝐝 𝐜𝐡𝐚𝐧𝐜𝐞 𝐫𝐚𝐭𝐞𝐬 𝐰𝐢𝐥𝐥 𝐜𝐨𝐦𝐞 𝐝𝐨𝐰𝐧, 𝐛𝐢𝐠 𝐯𝐨𝐥𝐮𝐦𝐞 𝐢𝐧𝐜𝐫𝐞𝐚𝐬𝐞𝐬 𝐚𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐞𝐝 𝐰𝐢𝐭𝐡 𝐫𝐚𝐭𝐞 𝐝𝐞𝐜𝐥𝐢𝐧𝐞𝐬 𝐚𝐫𝐞 𝐧𝐨𝐭 𝐛𝐮𝐢𝐥𝐭 𝐢𝐧𝐭𝐨 𝐨𝐮𝐫 𝐠𝐮𝐢𝐝𝐚𝐧𝐜𝐞.”
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William Lansing, $FICO CEO on Q4 2025 call
“We've been rewarded for that conservatism in years past because rates have had for the last several years not come down to the extent that people expected. And we've done more of the same this year.
𝐒𝐨 𝐚𝐥𝐭𝐡𝐨𝐮𝐠𝐡 𝐭𝐡𝐞𝐫𝐞'𝐬 𝐚 𝐠𝐨𝐨𝐝 𝐜𝐡𝐚𝐧𝐜𝐞 𝐫𝐚𝐭𝐞𝐬 𝐰𝐢𝐥𝐥 𝐜𝐨𝐦𝐞 𝐝𝐨𝐰𝐧, 𝐛𝐢𝐠 𝐯𝐨𝐥𝐮𝐦𝐞 𝐢𝐧𝐜𝐫𝐞𝐚𝐬𝐞𝐬 𝐚𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐞𝐝 𝐰𝐢𝐭𝐡 𝐫𝐚𝐭𝐞 𝐝𝐞𝐜𝐥𝐢𝐧𝐞𝐬 𝐚𝐫𝐞 𝐧𝐨𝐭 𝐛𝐮𝐢𝐥𝐭 𝐢𝐧𝐭𝐨 𝐨𝐮𝐫 𝐠𝐮𝐢𝐝𝐚𝐧𝐜𝐞.”
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Offshore
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Quiver Quantitative
BREAKING: Nancy Pelosi has officially announced her retirement.
See here:
https://t.co/wvZUGyViUs
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BREAKING: Nancy Pelosi has officially announced her retirement.
See here:
https://t.co/wvZUGyViUs
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