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Quiver Quantitative
This is wild.
We posted a report on a suspicious purchase of Fair Isaac stock by Representative Josh Gottheimer in May.
$FICO has now risen 67% since the trade.
It's a credit scoring service.
Gottheimer sits on the House Financial Services Committee. https://t.co/7F5IfVNXac
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This is wild.
We posted a report on a suspicious purchase of Fair Isaac stock by Representative Josh Gottheimer in May.
$FICO has now risen 67% since the trade.
It's a credit scoring service.
Gottheimer sits on the House Financial Services Committee. https://t.co/7F5IfVNXac
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Quiver Quantitative
RT @InsiderRadar: 🚨Insider Trading Alert
New Fortress Energy Inc, $NFE, sees major insider buy:
🔹CEO: ~$49,999,993 purchase on Oct 1
Largest insider purchase in 5 years
The shares traded up 5.4% last Friday, but have dropped 4.5% this morning https://t.co/NE75u9uHCZ
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RT @InsiderRadar: 🚨Insider Trading Alert
New Fortress Energy Inc, $NFE, sees major insider buy:
🔹CEO: ~$49,999,993 purchase on Oct 1
Largest insider purchase in 5 years
The shares traded up 5.4% last Friday, but have dropped 4.5% this morning https://t.co/NE75u9uHCZ
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Stock Analysis Compilation
Artisan Partners on Argenx $ARGX US
Thesis: Argenx’s Vyvgart presents a significant growth opportunity, with blockbuster potential in multiple autoimmune conditions, making it a biotech leader to watch.
(Extract from their Q2 letter) https://t.co/NQwu4yLQgZ
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Artisan Partners on Argenx $ARGX US
Thesis: Argenx’s Vyvgart presents a significant growth opportunity, with blockbuster potential in multiple autoimmune conditions, making it a biotech leader to watch.
(Extract from their Q2 letter) https://t.co/NQwu4yLQgZ
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Quiver Quantitative
🚨 Elon Musk's America PAC has been ramping up spending.
We estimate that $11M has already been spent so far this month.
Here's where that money has been going 🧵 https://t.co/2ZIIBkqAAf
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🚨 Elon Musk's America PAC has been ramping up spending.
We estimate that $11M has already been spent so far this month.
Here's where that money has been going 🧵 https://t.co/2ZIIBkqAAf
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Stock Analysis Compilation
Third Point on Intercontinental Exchange $ICE US
Thesis: ICE’s powerful AI potential, combined with its dominant market position, presents a compelling long-term growth and value re-rating opportunity.
(Extract from their Q2 letter) https://t.co/x44kYgpndd
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Third Point on Intercontinental Exchange $ICE US
Thesis: ICE’s powerful AI potential, combined with its dominant market position, presents a compelling long-term growth and value re-rating opportunity.
(Extract from their Q2 letter) https://t.co/x44kYgpndd
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Offshore
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Quiver Quantitative
Robinhood's Chief Legal Officer, Dan Gallagher, is reportedly favored to replace Gary Gensler, if Trump is elected.
We have seen Gallagher, and other Robinhood executives, donate thousands of dollars this election cycle.
Track live on Quiver. https://t.co/BB7uNpYiRm
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Robinhood's Chief Legal Officer, Dan Gallagher, is reportedly favored to replace Gary Gensler, if Trump is elected.
We have seen Gallagher, and other Robinhood executives, donate thousands of dollars this election cycle.
Track live on Quiver. https://t.co/BB7uNpYiRm
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Stock Analysis Compilation
Harris Associates on Embotelladora Andina $ANDINAB CI
Thesis: Despite political headwinds, Andina’s stable earnings growth and strong market position in Latin America’s refillable bottle space present a unique value opportunity.
(Extract from their Q2 letter) https://t.co/NYu7QUP3PL
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Harris Associates on Embotelladora Andina $ANDINAB CI
Thesis: Despite political headwinds, Andina’s stable earnings growth and strong market position in Latin America’s refillable bottle space present a unique value opportunity.
(Extract from their Q2 letter) https://t.co/NYu7QUP3PL
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AkhenOsiris
$AMZN
Mizuho:
"We recently completed our quarterly AWS customer survey with a leading channel partner. Key points: (1) Increased investments in workload migration as regional banks raised their estimates from $40bn to $60bn over the next 5 years; (2) Enterprise customers are committed to Gen-AI investments; (3) Spending forecast for AWS in FY24 was raised from 22% to 25% YoY growth due to further improvements in core consumption. With that in mind, we have increased conviction on AWS acceleration and our above-the-Street revenue growth forecast of 20% for FY24. While we are positive structurally, the stock could be range-bound near-term due to potential revisions of Kuiper and normalization of margins at AWS. Maintain AMZN at Outperform, $240PT."
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$AMZN
Mizuho:
"We recently completed our quarterly AWS customer survey with a leading channel partner. Key points: (1) Increased investments in workload migration as regional banks raised their estimates from $40bn to $60bn over the next 5 years; (2) Enterprise customers are committed to Gen-AI investments; (3) Spending forecast for AWS in FY24 was raised from 22% to 25% YoY growth due to further improvements in core consumption. With that in mind, we have increased conviction on AWS acceleration and our above-the-Street revenue growth forecast of 20% for FY24. While we are positive structurally, the stock could be range-bound near-term due to potential revisions of Kuiper and normalization of margins at AWS. Maintain AMZN at Outperform, $240PT."
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