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Quiver Quantitative
Wow.
This summer, a stock trade by Representative Robert Bresnahan caught our eye.
We posted this report.
$CRDO has now risen 104% since his trade.
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Wow.
This summer, a stock trade by Representative Robert Bresnahan caught our eye.
We posted this report.
$CRDO has now risen 104% since his trade.
BREAKING: Representative Robert Bresnahan just filed dozens of new trades.
One of them stood out:
A purchase of Credo Technology Group stock, $CRDO.
Credo build infrastructure for data centers. This is the first time we have seen Bresnahan buy it.
Full trade list on Quiver. https://t.co/9W13csSee9 tweet
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Quiver Quantitative
BREAKING: The Department of War has said that it may recall Senator Mark Kelly to active duty for a court martial for appearing in this video. https://t.co/VIW2BJvVWa
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BREAKING: The Department of War has said that it may recall Senator Mark Kelly to active duty for a court martial for appearing in this video. https://t.co/VIW2BJvVWa
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Dimitry Nakhla | Babylon Capital®
I think it’s entirely reasonable to see $GOOG surpass $NVDA in market cap at some point within the next three years
As of today:
$NVDA $4.46T
$GOOG $3.83T
$GOOG / $GOOGL is ~17% away https://t.co/ZDlGczN9KZ
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I think it’s entirely reasonable to see $GOOG surpass $NVDA in market cap at some point within the next three years
As of today:
$NVDA $4.46T
$GOOG $3.83T
$GOOG / $GOOGL is ~17% away https://t.co/ZDlGczN9KZ
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AkhenOsiris
RT @BankBraavos: If Google starts monetizing Gemini with ads (while the model thinks) and lowers its subscription price to $0 (or significantly below chatgpt), OpenAI will have an incredibly difficult time. They will have to scramble to build an ad tech stack and an advertiser base, which is a multi-year journey, all while facing pressure on user numbers and ARPU. I think it’s a kill shot, which makes it a no-brainer for Google to attempt.
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RT @BankBraavos: If Google starts monetizing Gemini with ads (while the model thinks) and lowers its subscription price to $0 (or significantly below chatgpt), OpenAI will have an incredibly difficult time. They will have to scramble to build an ad tech stack and an advertiser base, which is a multi-year journey, all while facing pressure on user numbers and ARPU. I think it’s a kill shot, which makes it a no-brainer for Google to attempt.
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Fiscal.ai
Wix is currently trading at its cheapest FCF multiple ever as a public company.
EV/FCF: 11.5x
$WIX https://t.co/wC5pmuHBwj
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Wix is currently trading at its cheapest FCF multiple ever as a public company.
EV/FCF: 11.5x
$WIX https://t.co/wC5pmuHBwj
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Fiscal.ai
Zoom is now buying back more stock than it ever has.
$1.65B in buybacks over the last 12 months.
That's equal to 6.9% of their current market cap.
$ZM https://t.co/fUfLeF2tF9
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Zoom is now buying back more stock than it ever has.
$1.65B in buybacks over the last 12 months.
That's equal to 6.9% of their current market cap.
$ZM https://t.co/fUfLeF2tF9
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App Economy Insights
$ZM Zoom Q3 FY26 (October quarter).
• Customers > $100K TTM +9% Y/Y to 4,364.
• Revenue +4% Y/Y to $1.2B ($20M beat).
• Non-GAAP EPS $1.52 ($0.08 beat).
• Investment gains likely from Anthropic.
• FY26 FCF outlook ~$1.9B ($110M raise). https://t.co/MTAinso4Jo
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$ZM Zoom Q3 FY26 (October quarter).
• Customers > $100K TTM +9% Y/Y to 4,364.
• Revenue +4% Y/Y to $1.2B ($20M beat).
• Non-GAAP EPS $1.52 ($0.08 beat).
• Investment gains likely from Anthropic.
• FY26 FCF outlook ~$1.9B ($110M raise). https://t.co/MTAinso4Jo
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