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App Economy Insights
🇺🇸 How America Spends Money

Just like a company, the US government has financial statements:

💰 Money comes in (mainly through taxes).
💸 Money goes out (to fund various programs).

Check out our full breakdown. 👇
https://t.co/i56CLKGImw
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Stock Analysis Compilation
Bonsai Partners on Ubiquiti $UI US

Thesis: Ubiquiti's disruptive pricing strategy and strong profitability provide a clear path to compounded growth, making it an exciting long-term opportunity

(Extract from their Q2 letter, link to the full analysis in SAC#58) https://t.co/PM0s72HAsD
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Quiver Quantitative
Here are the members of Congress who have made the most money in the stock market today, per our estimates.

Senator Pete Ricketts made $1.3M, off the back of his large position in $SCHW.

Nancy Pelosi and Mitt Romney both made ~$700K.

Track all portfolios on Quiver: https://t.co/LU3rMpwHXS
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Despite rallying +54% YTD, $BABA still trades for less than 15x earnings

#stocks #investing https://t.co/EDeVTiUWoL
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App Economy Insights
$META Meta just announced Movie Gen.

🎬 Text-to-video up to 16 seconds.
Personalized videos via images.
✏️ Precise video editing via text prompts.

Not available publicly (like Sora). But Meta is becoming OpenAI faster than OpenAI can become Meta. https://t.co/RiE9kzavSn
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Alex Bilzerian
RT @ChancesCards: Understand Fear:

Poker is all about maximizing value, but fear can cripple your ability to play well.

If you hesitate to bluff when it’s the right decision, you’re leaving money on the table.

If your opponents know you won’t bluff, they’ll exploit you because you’re predictable.

This makes it difficult for you when you want to get paid with your big hands.
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Alex Bilzerian
Hyperspectral imaging:
https://t.co/G0uOoryZVY
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Alex Bilzerian
'Hyperspectral imaging in wound care: A systematic review':
https://t.co/55h7zaBbVF
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Alex Bilzerian
Take the Nobel name off economics prize, say relatives https://t.co/DzikG75BxN
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