memenodes
There will be no second date, but at least she now knows what bitcoin is and who controls the market https://t.co/EYpQIYANLK
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memenodes
imagine bleeding out here https://t.co/EpvgqrF7K6
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Fiscal.ai
7 quality companies trading at their cheapest valuations ever:

1. Airbnb $ABNB

EV/EBIT: 22.6x https://t.co/QKzcWeWFTu
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Dimitry Nakhla | Babylon Capital®
Visa was JUST trading at a 4% FCF yield & legendary investor Chris Hohn increased his $V stake by +47%, making it 18% of TCI Fund 💵

Here’s what $V has returned (CAGR %) each time it hit a 4% FCF yield for the first time in a given year since 2016

1. +17.8% CAGR | (1/19/16)

2. +16.2% CAGR | (9/27/17)

3. +15.6% CAGR | (2/8/18)

4. +12.2% CAGR | (8/5/19)

5. +15.6% CAGR | (3/16/20)

6. +17.1% CAGR | (3/7/22)

7. +18.0% CAGR | (9/21/23)

8. +13.9% CAGR | (4/24/24)

9. ❓ | (11/14/25)
___

𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️

𝐓𝐡𝐢𝐬 𝐜𝐨𝐧𝐭𝐞𝐧𝐭 𝐢𝐬 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐚𝐧𝐝 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐝𝐨𝐞𝐬 𝐧𝐨𝐭 𝐜𝐨𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞, 𝐚𝐧 𝐨𝐟𝐟𝐞𝐫, 𝐨𝐫 𝐚 𝐬𝐨𝐥𝐢𝐜𝐢𝐭𝐚𝐭𝐢𝐨𝐧 𝐭𝐨 𝐛𝐮𝐲 𝐨𝐫 𝐬𝐞𝐥𝐥 𝐚𝐧𝐲 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲.

𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐨𝐥𝐝 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝. 𝐀𝐧𝐲 𝐨𝐩𝐢𝐧𝐢𝐨𝐧𝐬 𝐞𝐱𝐩𝐫𝐞𝐬𝐬𝐞𝐝 𝐚𝐫𝐞 𝐚𝐬 𝐨𝐟 𝐭𝐡𝐞 𝐝𝐚𝐭𝐞 𝐨𝐟 𝐩𝐮𝐛𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐬𝐮𝐛𝐣𝐞𝐜𝐭 𝐭𝐨 𝐜𝐡𝐚𝐧𝐠𝐞 𝐰𝐢𝐭𝐡𝐨𝐮𝐭 𝐧𝐨𝐭𝐢𝐜𝐞.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲 𝐨𝐫 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐝𝐨𝐞𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.
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Quiver Quantitative
JUST IN: Congress now has just a 14% approval rating, per Gallup.

86% of Americans support a ban on congressional stock trading.

We’ll see if they hold a vote on it.
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Fiscal.ai
Is Nubank the fastest growing bank in the world?

$629 million → $38.8 billion in customer deposits in 7 years.

Outrageous growth.

$NU https://t.co/IZYeruehJ5
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memenodes
one last year of being pre-rich https://t.co/lgTpE2qzSy
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Fiscal.ai
ASML sells fewer than 500 units per year and generates $37 billion in revenue.

Is there any company in the world with a wider moat?

$ASML https://t.co/N8fSDsr6jT
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WealthyReadings
RT @WealthyReadings: 🚨 EVERYONE IS GETTING THE $META × $GOOG × $NVDA DRAMA WRONG

The reality isn't that $META chose TPUs.
The reality is that $META needs always more compute.

This situation should be the signal the market was looking for to accept that the AI trade and the compute supply constraint is real, for longer.

$META's been starving for compute for months. They built datacenters at full speed, took on debt, went to external providers, got rejected by $NBIS and probably other neoclouds.

$META cannot find compute.

And $NVDA's GPUs are getting longer to produce due to deeper personalization.

Payment delays + inventories do not translate demand issues, they translate supply chain constraints. GPUs just can’t be produced and customized fast enough.

So $META turning to $GOOG isn’t about “better infra.” It’s about $GOOG having an independent pipeline and possibly some capacity left or soon to be online, while others don’t.

This isn’t a loss for $NVDA. It’s a symptom of overwhelming compute demand.

You'll find detailed content below to go further in all the concepts shared here. Everything is data backed.
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WealthyReadings
RT @mvcinvesting: I see many investors more focused on looking smart than actually making money.

I’m not defending speculators who chase every hyped stock, but dismissing an opportunity just because it's not unknown while bragging about some fishy 3x PE stock isn’t the flex you think it is.
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Fiscal.ai
There are only 15 software companies in North America that have:

5yr Revenue CAGR: >30%

&

EV/Gross Profit: <5x https://t.co/v67SfYXf6j
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