Fiscal.ai
RT @BradoCapital: Did you know if you click this button you see our Changelog?

We're sprinting HARD rest of year expect a lot of great stuff being added every few days. https://t.co/GohLfC1IbQ
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Quiver Quantitative
We've been reporting on Representative Tim Moore's recent purchases of Intel stock.

Moore sits on the House Subcommittee on AI.

$INTC has now risen 121% since his August 1st purchase. https://t.co/0kXDNgwBZp
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Quiver Quantitative
JUST IN: Representative Elise Stefanik has accused Speaker Mike Johnson of lying and torpedoing the Republican agenda.
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memenodes
https://t.co/Xnk9g4o8EE

[ DOOMER ]

S&P APPROVES STRATEGY’S APPLICATION, $MSTR TO JOIN S&P 500 ON JANUARY 1, 2026 - doomer
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Wasteland Capital
$AAPL at new All Time High today.

Is it because the Vision Pro has been an huge success? No.

Is it because of the incredible power of Apple Intelligence? Also no.

No capex, no AI, no problems.

Release the same phone every year, just 5% better.

Do nothing else.

Win. 🤷‍♂️
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WealthyReadings
$ALAB is up more than 15% in two days following $CRDO earnings.

Why? Because the market starts to understand that the next AI winners aren't the obvious ones who sell volume.

They are the small ones who sell optimization.

I bought $ALAB a few days ago for 10% of the portfolio. I now have all the confirmations I need to double the position.

Bet big on your winners when the stars are aligned.

$ALAB is setting up to be one of the major winners of the next AI narrative: optimization.

The bulk of compute has already been deployed. The next frontier isn’t “more GPUs”, it’s better use of the hardware we have and will have, both on software & hardware.

Hardware optimization is what $ALAB does.

They build the invisible backbone of AI data centers, systems that move data faster, smoother and with far less waste. They eliminate the bottlenecks that slow AI down.

Why this matters:
🔹 Every AI giant is now obsessed with efficiency, energy is capped and data centers can’t scale fast enough so they need to optimize.
🔹 Bigger models + more demand = more data movement = more & larger bottlenecks.
🔹 Every second of compute lost or non optimized costs companies more than the hardware to fix that situation.
🔹 The future is about squeezing every ounce of performance out of existing infrastructure

That's what $ALAB proposes.

As AI continues to scale, the next winners won’t be the companies selling volume anymore, they’ll be the ones unlocking above average optimization.

The leap from “great” to “perfect” is where the next trillion-dollar value will be created. And only a few specialized players can deliver that.

$ALAB might be one of the biggest opportunities in that narrative.

Details below 👇 - WealthyReadings
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Quiver Quantitative
JUST IN: Trump has said that the government will give tariff dividend checks, while also reducing the national debt.

The national debt just hit $38 trillion, and has risen $2 trillion so far this year. https://t.co/p3b3loLtWR
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WealthyReadings
My December Investing Plan is live!

Closing FY25 with a strong portfolio and getting ready for a volatile FY26.

Portfolio breakdown, market outlook, FY26 watchlist and precise December buy/sell plans.

👇
https://t.co/CC0qPpSAE5
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Quiver Quantitative
This keeps getting wilder.

This summer, a stock trade by Representative Robert Bresnahan caught our eye.

We posted this report.

$CRDO has now risen 176% 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 - Quiver Quantitative
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