Quiver Quantitative
JUST IN: Democrats now have an 83% chance of winning the House in 2026.

Up 5% in the last week. https://t.co/Pk3mW544kC
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God of Prompt
Most people think cron jobs are AGI
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God of Prompt
RT @rryssf_: https://t.co/OPP356ZOaH
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Clark Square Capital
Looks like Elmo has some explaining to do... https://t.co/fl9V88XOXq
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Fiscal.ai
Constellation Software is trading at its cheapest valuation in a decade.

Will they finally repurchase shares?

$CSU https://t.co/ExGWpT2Nml
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Javier Blas
RT @BarakRavid: 🚨A U.S. official confirms U.S.-Iran nuclear talks to take place in Istanbul on Friday
🚨Trump's son-in-law and adviser Jared Kushner also planned to join the meeting, the U.S. official said

🚨🇺🇸🇮🇷U.S.-Iran nuclear talks planned for Friday amid military buildup. My story on @axios
https://t.co/tkgE8lWs2g - Barak Ravid
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Quiver Quantitative
UPDATE: We have received new data on election donations in Q4.

Here is who has donated the most so far this cycle: https://t.co/TvkbubmZfG
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Giuliano
How to Read 1-3 Books per Month
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The Few Bets That Matter
$LULU was in a clear downtrend for months.

Stabilized. Broke its downtrend, printed a higher high, reclaimed its averages.

Volume is expanding, breakout happened on even more volume.

Pullback came on low volume, meaning no profit-taking from earlier buyers.

Gap filled.
Local low held.

$AEO / $VSCO playbook.
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God of Prompt
RT @FutureStacked: Here is a list of the best 26 accounts to follow in AI:

@karpathy = LLMs king
@steipete = built openclaw
@AIHighlight = daily tools & prompts
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@AIFrontliner = business impact & launches
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@AriaWestcott = productivity tips
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@TheAIColony = strategy & storytelling
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@Shawnife = founder insight & consulting
@emollick = AI science king
@Hesamation = AI/ML king
@FutureStacked = tech & robotics

Follow them all and learn.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: The average FCF margin across $SPY is ~10%

Here are 15 companies with FCF margins ≥30% or 3x the market — in other words, for every $100 of revenue, they produce $30+ in FCF💰

1. $LRCX 30%
2. $CPRT 30%
3. $MCO 32%
4. $ALAB 32%
5. $BKNG 32%
6. $INTU 33%
7. $ASML 34%
8. $KLAC 34%
9. $NOW 35%
10. $FICO 36%
11. $SPGI 36%
12. $PANW 39%
13. $NVDA 41%
14. $PLTR 46%
15. $ICE 46%
16. $ANET 48%
17. $MSCI 49%
18. $MA 52%
19. $APP 54%
20. $V 55%

*LTM FCF Margin
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Brady Long
RT @bigaiguy: Drag a zip into Claude and now it does videos, podcasts, apps, payments, marketing campaigns, hosting, and also probably my taxes...

Fr this is unbelievable! 👇

@claudeai just got a massive upgrade today and I am proud to be part of it. From today on, Claude can generate videos, podcasts or host apps just like Lovable and Replit.

We just launched SkillBoss a skill plugin for Claude that enables Claude to:
✅ Generate videos, images, audio, postcast
✅Build apps with logins, DBs, & payments built-in
✅ Send bulk marketing campaigns
✅ Host custom domains
SkillBoss credit will cover all of the above with access to VEO, ElevenLabs, Sora API and 50 more.

All you need is to go to https://t.co/NWiMQCyZyv, download https://t.co/rmjxhk9xiq and drag to Claude. Then ask Claude to "make a cat video" or "build an app that charges $5"!
SkillBoss also works with Codex, Codex, OpenCode and even OpenClaw(yeah I know!)

To celebrate the launch, if you comment "skillboss", you will get 15 credit for free. - Xiaoyin Qu
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The Transcript
$PLTR: +8% AH

Palantir reports Q4 2025 revenue growth of 70% Y/Y, rule of 40 score of 127%; issues FY 2026 revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth, crushing consensus estimates.

Q4 U.S. commercial revenue grew 137% y/y and adjusted operating margin was 57%.

We also generated $2.27 billion in FY 2025 adjusted free cash flow, representing 51% margin and 82% Y/Y growth. - Palantir
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