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.
tweet
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
X (formerly Twitter)
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.
Offshore
Photo
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.
tweet
$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.
tweet
Offshore
Photo
The Few Bets That Matter
China’s bull run will start with greed.
At some point, investors will stop caring about geopolitics or balance freeze risks, and ethics will be thrown by the window.
$BABA will be up massively by then and greed will take over.
For many, it’ll be too late.
That’s just how markets work.
tweet
China’s bull run will start with greed.
At some point, investors will stop caring about geopolitics or balance freeze risks, and ethics will be thrown by the window.
$BABA will be up massively by then and greed will take over.
For many, it’ll be too late.
That’s just how markets work.
BREAKING: China's stock trading volume hit 2.8 trillion yuan, $401 billion, on Tuesday, the highest since September.
This is more than 2.5 TIMES the daily average of 1.1 trillion yuan over the last 5 years.
China’s onshore stock turnover has more than doubled since June.
This comes as the market's rally has broadened, with 10% of stocks hitting new 52-week highs, the most since September.
Meanwhile, ~6 out of 7 stocks in the Shanghai and Shenzhen stock exchanges posted gains over the first 2 trading sessions of 2026.
As a result, the CSI 300 Index is now up 3.2% year-to-date.
China's equity rally is gaining momentum. tweet
Offshore
Photo
The Few Bets That Matter
$TMDX buyers have been relentless lately.
Almost as relentless as their pilots.
Flight data is... Honestly unbelievable.
~32 flights per day.
Compared to 24.9 in December, 25.4 in November and 24.9 in October.
That's not a $130 stock. No way. https://t.co/4IRYJDd2o2
tweet
$TMDX buyers have been relentless lately.
Almost as relentless as their pilots.
Flight data is... Honestly unbelievable.
~32 flights per day.
Compared to 24.9 in December, 25.4 in November and 24.9 in October.
That's not a $130 stock. No way. https://t.co/4IRYJDd2o2
tweet
Offshore
Photo
The Few Bets That Matter
$MSTR is up 5%+ today.
$BTC is flat.
The market continues its repricing. https://t.co/0vVoZlgyr2
tweet
$MSTR is up 5%+ today.
$BTC is flat.
The market continues its repricing. https://t.co/0vVoZlgyr2
$MSTR is up 2.5%.
$BTC is down 3%.
Why?
Because the market starts to realize that Bitcoin will very probably reach $100K before $70,000… Which means $MSTR is massively underpriced.
This has been the thesis for weeks. https://t.co/dO4tvUknax tweet
Offshore
Photo
The Few Bets That Matter
$ONON breaking another higher high.
Sportswear are on fire lately.
The new $NKE. https://t.co/G6oERjgwLy
tweet
$ONON breaking another higher high.
Sportswear are on fire lately.
The new $NKE. https://t.co/G6oERjgwLy
tweet
The Few Bets That Matter
Not sure why anyone would choose $HIMS over $NVO at current prices...
tweet
Not sure why anyone would choose $HIMS over $NVO at current prices...
Help me answer..
$NVO OR $HIMS
$UNH OR $OSCR tweet
X (formerly Twitter)
The Value Trader (@TheValueTrade) on X
Help me answer..
$NVO OR $HIMS
$UNH OR $OSCR
$NVO OR $HIMS
$UNH OR $OSCR
Offshore
Photo
Fiscal.ai
RT @InvestingVisual: $NOW revenue growth is a thing of beauty👌 https://t.co/fdhDTsEDPu
tweet
RT @InvestingVisual: $NOW revenue growth is a thing of beauty👌 https://t.co/fdhDTsEDPu
$NOW is down 🔻35% from its 52-week highs, meanwhile:
🔹 Revenue grew 22%
🔹 Free cash flow is up 24%
🔹 Has a 98% customer renewal rate
A very high quality SaaS business that now trades at its lowest valuation in 3 years.
$NOW is definitely worth your attention. https://t.co/s5Vt1RqOfr tweet
Fiscal.ai
RT @BradoCapital: Great news for Fiscal's highest and most powerful tier. 🎉
We REDUCED the price significantly from $199 to $79.
Why?...
The highest tier was priced at a point for the math to work for our Sales Team.
However, our Sales Team is focused on our B2B Data API product.
Which makes sense, these are great for the business and you'll be seeing our data more and more embedded around the platforms you know and use.
Given this, we've made the decision to move the most powerful plan to less than half of the price and entirely self-serve.
Institutional analytical capabilities for a disruptive price. For the first time, things like click-thru audit to filing, exporting capabilities, adjusted figures, as-reported financials and more for this attractive price.
This is available now.
Existing Enterprise subscribers: You still have every feature and we are applying credit towards future invoices so that you are not overpaying in future.
Legacy subscribers (Legacy Plus and Legacy Pro): You have every feature in the Max Tier. Thank you for your ongoing and early support.
tweet
RT @BradoCapital: Great news for Fiscal's highest and most powerful tier. 🎉
We REDUCED the price significantly from $199 to $79.
Why?...
The highest tier was priced at a point for the math to work for our Sales Team.
However, our Sales Team is focused on our B2B Data API product.
Which makes sense, these are great for the business and you'll be seeing our data more and more embedded around the platforms you know and use.
Given this, we've made the decision to move the most powerful plan to less than half of the price and entirely self-serve.
Institutional analytical capabilities for a disruptive price. For the first time, things like click-thru audit to filing, exporting capabilities, adjusted figures, as-reported financials and more for this attractive price.
This is available now.
Existing Enterprise subscribers: You still have every feature and we are applying credit towards future invoices so that you are not overpaying in future.
Legacy subscribers (Legacy Plus and Legacy Pro): You have every feature in the Max Tier. Thank you for your ongoing and early support.
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
𝐀𝐖𝐒 growth is quietly re-accelerating
Over the last two quarters, 𝐀𝐖𝐒 YoY growth has inflected higher — with the September quarter marking its fastest growth rate since September 2022, despite an already massive revenue base
At the same time, 𝐀𝐝𝐯𝐞𝐫𝐭𝐢𝐬𝐢𝐧𝐠 continues to be a major strength
𝐀𝐝𝐬 revenue has compounded at a ~23% CAGR, with growth re-accelerating into the low-to-mid 20% range, making it one of the highest-margin & most durable businesses inside $AMZN
𝘛𝘸𝘰 𝘭𝘢𝘳𝘨𝘦, 𝒉𝒊𝒈𝒉-𝒒𝒖𝒂𝒍𝒊𝒕𝒚 𝒆𝒏𝒈𝒊𝒏𝒆𝒔 𝘢𝘤𝘤𝘦𝘭𝘦𝘳𝘢𝘵𝘪𝘯𝘨 𝘢𝘵 𝘰𝘯𝘤𝘦 𝘪𝘴 𝘦𝘢𝘴𝘺 𝘵𝘰 𝘶𝘯𝘥𝘦𝘳𝘦𝘴𝘵𝘪𝘮𝘢𝘵𝘦
tweet
𝐀𝐖𝐒 growth is quietly re-accelerating
Over the last two quarters, 𝐀𝐖𝐒 YoY growth has inflected higher — with the September quarter marking its fastest growth rate since September 2022, despite an already massive revenue base
At the same time, 𝐀𝐝𝐯𝐞𝐫𝐭𝐢𝐬𝐢𝐧𝐠 continues to be a major strength
𝐀𝐝𝐬 revenue has compounded at a ~23% CAGR, with growth re-accelerating into the low-to-mid 20% range, making it one of the highest-margin & most durable businesses inside $AMZN
𝘛𝘸𝘰 𝘭𝘢𝘳𝘨𝘦, 𝒉𝒊𝒈𝒉-𝒒𝒖𝒂𝒍𝒊𝒕𝒚 𝒆𝒏𝒈𝒊𝒏𝒆𝒔 𝘢𝘤𝘤𝘦𝘭𝘦𝘳𝘢𝘵𝘪𝘯𝘨 𝘢𝘵 𝘰𝘯𝘤𝘦 𝘪𝘴 𝘦𝘢𝘴𝘺 𝘵𝘰 𝘶𝘯𝘥𝘦𝘳𝘦𝘴𝘵𝘪𝘮𝘢𝘵𝘦
tweet