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The Transcript
$DIS CEO: "Zootopia 2 also became Hollywood's highest-grossing animated film ever and one of the top 10 highest-grossing films of all time, earning more than $1.7 billion, and firmly establishing itself as a popular new franchise." https://t.co/85tlJeGCGh
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$DIS CEO: "Zootopia 2 also became Hollywood's highest-grossing animated film ever and one of the top 10 highest-grossing films of all time, earning more than $1.7 billion, and firmly establishing itself as a popular new franchise." https://t.co/85tlJeGCGh
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The Transcript
RT @TheTranscript_: Constellation Energy CEO on demand for energy: "The fact of the matter is demand for our products is, it is expected to grow at levels we haven't seen in a lifetime...These charts show you revisions in their demand forecast over the last few years." https://t.co/MsrEy99we5
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RT @TheTranscript_: Constellation Energy CEO on demand for energy: "The fact of the matter is demand for our products is, it is expected to grow at levels we haven't seen in a lifetime...These charts show you revisions in their demand forecast over the last few years." https://t.co/MsrEy99we5
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Fiscal.ai
Last week, our CEO & Co-Founder @BradoCapital joined the Talking Billions podcast to tell the Fiscal AI story.
Check it out👇
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Last week, our CEO & Co-Founder @BradoCapital joined the Talking Billions podcast to tell the Fiscal AI story.
Check it out👇
TALKING BILLIONS: Braden Dennis @BradoCapital (@fiscal_ai CEO/Co-Founder): How One Frustrated Investor Democratized Wall Street's Data, Empowered Investors, and Leveled the Playing Field
What if the biggest barrier to building wealth isn't income—it's access to the right information?
Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://t.co/aWV6jDIKg6
Find the full episode wherever you watch or listen!
Thank you, Braden & Ryan @CCM_Ryan, for making this happen! tweet
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Quiver Quantitative
Back in November 2024, we released a portfolio on Autopilot that holds stock in companies connected with significant donations in support of Trump.
It has risen 41% since then.
It has almost doubled the return of the S&P 500. https://t.co/lMwdgx0ffi
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Back in November 2024, we released a portfolio on Autopilot that holds stock in companies connected with significant donations in support of Trump.
It has risen 41% since then.
It has almost doubled the return of the S&P 500. https://t.co/lMwdgx0ffi
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Bourbon Capital
$MA Cash flow per share
- $14B in buybacks for 2026
- Rev and EPS growing >15%
- Free cash flow growing >20%
A new all time high is coming https://t.co/TRsI5PCiTb
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$MA Cash flow per share
- $14B in buybacks for 2026
- Rev and EPS growing >15%
- Free cash flow growing >20%
A new all time high is coming https://t.co/TRsI5PCiTb
$MA EPS and REV growing > 15% https://t.co/MfPJ7vGgQS tweet
Offshore
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The Transcript
RT @TheTranscript_: Next week is a packed one in earnings: https://t.co/SmktMckjhx
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RT @TheTranscript_: Next week is a packed one in earnings: https://t.co/SmktMckjhx
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Moon Dev
Cracker, my clawdbot just found me a trading strategy with a 71,057% ROI
if you are not using clawdbot for trading, you are cooked https://t.co/3zi47viir0
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Cracker, my clawdbot just found me a trading strategy with a 71,057% ROI
if you are not using clawdbot for trading, you are cooked https://t.co/3zi47viir0
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The Transcript
$META CFO: "We are also starting to see functions outside of engineering, such as product managers and 10 designers be able to engage in more of the technical work because of coding tools. So looking ahead this year, we’re going to integrate these coding tools more deeply into our developer environment."
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$META CFO: "We are also starting to see functions outside of engineering, such as product managers and 10 designers be able to engage in more of the technical work because of coding tools. So looking ahead this year, we’re going to integrate these coding tools more deeply into our developer environment."
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Javier Blas
US natural gas down 25% today, heading to its largest one-day loss in 29 years. The beauty of the U.S. shale revolution.
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US natural gas down 25% today, heading to its largest one-day loss in 29 years. The beauty of the U.S. shale revolution.
CHART OF THE DAY: US benchmark natural gas prices have fallen back to pre-cold blast levels, hovering just above $3.5 per mBtu.
(The expiring Feb 2026 contract, then the front-month, rose above $7.5 per mBtu less than a week ago. The current front-month contract is March 2026) https://t.co/BDTHeQi0IU tweet
The Few Bets That Matter
The 2026 contrarian trade.
Selling tech - $NBIS $PATH $ALAB $GOOG $ASML
Selling risk - $BTC $ETH $MSFT $PLTR
Buying defensives - $NVO $NTR $DAR
Buying international - $BABA $MELI
And still outperforming?
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The 2026 contrarian trade.
Selling tech - $NBIS $PATH $ALAB $GOOG $ASML
Selling risk - $BTC $ETH $MSFT $PLTR
Buying defensives - $NVO $NTR $DAR
Buying international - $BABA $MELI
And still outperforming?
https://t.co/TVqbdhKTn4 tweet
X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
Selling Risks, Buying Defensives - The Contratian Trade