AkhenOsiris
$FLUT $DKNG
@astraffon
Alfonso Straffon, industry analyst: “Now that DraftKings and FanDuel have launched prediction markets, we’ll get a better sense of the underlying economics come each earnings season. My prediction is that quarterly results will confirm the opportunity or threat (for whichever camp you are in!) is not as material to their top and bottom line.
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$FLUT $DKNG
@astraffon
Alfonso Straffon, industry analyst: “Now that DraftKings and FanDuel have launched prediction markets, we’ll get a better sense of the underlying economics come each earnings season. My prediction is that quarterly results will confirm the opportunity or threat (for whichever camp you are in!) is not as material to their top and bottom line.
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Offshore
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Quiver Quantitative
BREAKING: The House Ethics Committee is extending an investigation into Representative Mike Collins and Brandon Phillips, his chief of staff.
Phillips' girlfriend was allegedly hired as a paid intern and didn't do any work. https://t.co/PWLnMwjfmG
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BREAKING: The House Ethics Committee is extending an investigation into Representative Mike Collins and Brandon Phillips, his chief of staff.
Phillips' girlfriend was allegedly hired as a paid intern and didn't do any work. https://t.co/PWLnMwjfmG
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Offshore
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Quiver Quantitative
BREAKING: Representative Ritchie Torres has officially introduced a bill in response to this.
It would ban government officials from trading prediction market contracts when they have access to non-public info on it. https://t.co/aeN0XCCIPh
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BREAKING: Representative Ritchie Torres has officially introduced a bill in response to this.
It would ban government officials from trading prediction market contracts when they have access to non-public info on it. https://t.co/aeN0XCCIPh
Holy cow.
Yesterday, a new account on Polymarket made a massive bet that Maduro would be out of office by January 31st.
Today, the United States carried out strikes on Venezuela and captured Maduro.
The trader has now made over $400K.
Insider or lucky? https://t.co/dHqThzccuB tweet
Offshore
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Quiver Quantitative
JUST IN: Polymarket is currently pricing in an 18% chance of a congressional stock trading ban this year.
In the meantime, you can track their portfolios on Quiver. https://t.co/jePUcvPImt
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JUST IN: Polymarket is currently pricing in an 18% chance of a congressional stock trading ban this year.
In the meantime, you can track their portfolios on Quiver. https://t.co/jePUcvPImt
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Offshore
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Fiscal.ai
Last quarter, Oracle spent 75% of its revenue on capital expenditures.
That's the most in their history... by a lot.
$ORCL https://t.co/6WSWkgFvoM
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Last quarter, Oracle spent 75% of its revenue on capital expenditures.
That's the most in their history... by a lot.
$ORCL https://t.co/6WSWkgFvoM
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The Few Bets That Matter
The game is sizing.
It isn't investing, nor trading.
Having a 5% position which has a 100% potential will only yield a 5% gain on your portfolio, for what is an outstanding performance.
You want to place big bets. On big names.
Anything else is a missed opportunity.
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The game is sizing.
It isn't investing, nor trading.
Having a 5% position which has a 100% potential will only yield a 5% gain on your portfolio, for what is an outstanding performance.
You want to place big bets. On big names.
Anything else is a missed opportunity.
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Offshore
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Giuliano
Pretty decent book.
Idea that stuck: careful with giving up control. https://t.co/mTIJcCfhEK
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Pretty decent book.
Idea that stuck: careful with giving up control. https://t.co/mTIJcCfhEK
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Offshore
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App Economy Insights
NVIDIA shows off Rubin at CES.
Jensen Huang just kicked off the next generation of AI infrastructure.
• 6 new chips (Vera CPU + Rubin GPU)
• 10x lower inference cost vs. Blackwell
• 4x fewer GPUs needed to train models
• $MSFT & $CRWV onboard
• Arriving H2 2026 https://t.co/ELwnYgf71k
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NVIDIA shows off Rubin at CES.
Jensen Huang just kicked off the next generation of AI infrastructure.
• 6 new chips (Vera CPU + Rubin GPU)
• 10x lower inference cost vs. Blackwell
• 4x fewer GPUs needed to train models
• $MSFT & $CRWV onboard
• Arriving H2 2026 https://t.co/ELwnYgf71k
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Offshore
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Quiver Quantitative
JUST IN: Senator Ruben Gallego is reportedly introducing an amendment to the annual defense bill that would block funding for an attack on Greenland. https://t.co/WmxQIGfxWH
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JUST IN: Senator Ruben Gallego is reportedly introducing an amendment to the annual defense bill that would block funding for an attack on Greenland. https://t.co/WmxQIGfxWH
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