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Quiver Quantitative
BREAKING: Representative Byron Donalds has filed a purchase of up to $100K in Bitcoin, $BTC.
Donalds sits on the House Subcommittee on Digital Assets. https://t.co/n7Xe7ePdY5
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BREAKING: Representative Byron Donalds has filed a purchase of up to $100K in Bitcoin, $BTC.
Donalds sits on the House Subcommittee on Digital Assets. https://t.co/n7Xe7ePdY5
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Fiscal.ai
Reed Hastings on Power/Market Leadership:
"Power is a way of saying above-market margins. So the theory is that we can all earn a marginal rate of maybe 6%. But to earn above that is because it's hard for competitors to do what you do."
$NFLX https://t.co/0dix5HVj3S
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Reed Hastings on Power/Market Leadership:
"Power is a way of saying above-market margins. So the theory is that we can all earn a marginal rate of maybe 6%. But to earn above that is because it's hard for competitors to do what you do."
$NFLX https://t.co/0dix5HVj3S
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Brady Long
RT @yuchen__wu: Self-driving cars and autonomous ad systems have more in common than you think.
Both need the same layers working in a continuous loop.
Get them right, and your system improves itself.
Most platforms are missing the two that matter most.
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RT @yuchen__wu: Self-driving cars and autonomous ad systems have more in common than you think.
Both need the same layers working in a continuous loop.
Get them right, and your system improves itself.
Most platforms are missing the two that matter most.
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The Few Bets That Matter
$ETH gave you the perfect pullback.
While everyone is explaining that Friday's rulling on tariffs will be the new liberation day, crypto is telling you the contrary.
Many other stocks have bullish setups, after weeks/months of everyone telling you the bull run wasn't over.
The irony.
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$ETH gave you the perfect pullback.
While everyone is explaining that Friday's rulling on tariffs will be the new liberation day, crypto is telling you the contrary.
Many other stocks have bullish setups, after weeks/months of everyone telling you the bull run wasn't over.
The irony.
$ETH is ready to burst.
Broke its trendline, reclaimed its moving average, higher highs on dying volume.
One last shakeout before we go👀? https://t.co/foQihXygj2 tweet
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The Few Bets That Matter
Few stocks on my watchlist at compelling price - some would call undervalued, but I am not ready to buy yet.
$NVO
$ADBE
$LULU
$TGT
$NFLX
$JD
$VG
$SE
$MELI https://t.co/NbW76ZTCaZ
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Few stocks on my watchlist at compelling price - some would call undervalued, but I am not ready to buy yet.
$NVO
$ADBE
$LULU
$TGT
$NFLX
$JD
$VG
$SE
$MELI https://t.co/NbW76ZTCaZ
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Offshore
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memenodes
Brain: She clearly has no interest in you
Heart: Bro this time he is right https://t.co/QOU4cBS1cV
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Brain: She clearly has no interest in you
Heart: Bro this time he is right https://t.co/QOU4cBS1cV
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Fiscal.ai
Google is now officially the 2nd largest company in the world after surpassing Apple.
1. Nvidia: $4.48T
2. Google: $3.95T
3. Apple: $3.8T
$NVDA $GOOGL $AAPL https://t.co/OlqaOgC7rD
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Google is now officially the 2nd largest company in the world after surpassing Apple.
1. Nvidia: $4.48T
2. Google: $3.95T
3. Apple: $3.8T
$NVDA $GOOGL $AAPL https://t.co/OlqaOgC7rD
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Quiver Quantitative
BREAKING: President Trump just said that these Republican Senators shouldn't be re-elected.
This could tank Senator Susan Collins' re-election campaign.
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BREAKING: President Trump just said that these Republican Senators shouldn't be re-elected.
This could tank Senator Susan Collins' re-election campaign.
BREAKING: The US Senate has advanced a resolution to block Trump from using the military in Venezuela without congressional authorization.
Final vote was 52-47.
Five Republicans voted in favor: Rand Paul, Murkowski, Young, Collins, and Hawley. tweet
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Quiver Quantitative (@QuiverQuant) on X
BREAKING: The US Senate has advanced a resolution to block Trump from using the military in Venezuela without congressional authorization.
Final vote was 52-47.
Five Republicans voted in favor: Rand Paul, Murkowski, Young, Collins, and Hawley.
Final vote was 52-47.
Five Republicans voted in favor: Rand Paul, Murkowski, Young, Collins, and Hawley.
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The Few Bets That Matter
$AMZN raising GPU prices should be a crystal clear sign the AI trade is healthy.
You don’t raise prices when demand is weak.
You definitely don’t raise prices on two-generation-old GPUs if demand is weak.
Especially not on your most used product: long-term, pre-planned compute.
That’s really all you need to know.
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$AMZN raising GPU prices should be a crystal clear sign the AI trade is healthy.
You don’t raise prices when demand is weak.
You definitely don’t raise prices on two-generation-old GPUs if demand is weak.
Especially not on your most used product: long-term, pre-planned compute.
That’s really all you need to know.
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