⁠Quiver Quantitative
For the last 3 years, we’ve been collecting data on what’s going on behind the scenes in DC.

Many have asked for a way to invest on our data.

Now you can.

Our Congress Buys, DC Insider, and Lobbying portfolios are now available to invest alongside on Autopilot. https://t.co/11rrMknk6M
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AkhenOsiris
Day of earnings upgrade (I'd rather wait, but they feel it's too cheap) $FSLR

Janney Montgomery Scott upgraded First Solar to Buy from Neutral with a $260 fair value estimate ahead of the company's report due after today's close. Shares are down about 32% from their $300 high seen in mid-June, reflecting increased uncertainty related to project pushouts, AD/CVD tariff rulings and post-election worries, notes the firm, which sees a "much improved risk-reward profile" given the current valuation.
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AkhenOsiris
$NVDA

Reuters: OpenAI has been cautious about poaching talent from Nvidia because it wants to maintain a good rapport with the chip maker it remains committed to working with, especially for accessing its new generation of Blackwell chips, sources added.
Nvidia declined to comment.
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AkhenOsiris
Another quarter where SNAP doesn't ruin tech by reporting first
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AkhenOsiris
$AVGO

A couple of weeks ago, Mizuho analyst Vijay Rakesh predicted that Broadcom's custom silicon business could unlock a $16 billion opportunity if it secures OpenAI's chip business by 2025 or 2026.
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AkhenOsiris
Seems like the Reuters report on OpenAI and Broadcom has confirmed a previous story from July by The Information which at the time had said discussions between the two were ongoing.

What might be considered new in the Reuters piece:

- OpenAI committing to using AMD chips for inference via MS Azure

- OpenAI abandoning creating their own foundry

Please opine if you believe this is inaccurate.
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⁠Stock Analysis Compilation
Clearbridge on O’Reilly $ORLY US

Thesis: O'Reilly’s strong execution, high returns on capital, and countercyclical nature of the auto parts industry make it a compelling investment in a challenging retail environment.

(Extract from their Q3 letter) https://t.co/VIm5BFrNE6
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⁠Quiver Quantitative
🚨 Just made some big improvements to our ticker pages on Quiver.

You can now easily track which politicians, insiders, and institutions are trading different stocks.

Also added financials.

Check it out, and let me know if you have any feedback or suggestions! https://t.co/YsgptXf4Ms
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⁠Dimitry Nakhla | Babylon Capital®
Nothing against those who’ve allocated capital to $TMDX

Yet, Munger’s words apply here

Can $TMDX be the next big thing? Absolutely.

Is it a top 50 business in the world? No.

Staying disciplined and avoiding the lure of newer “growth” stocks can really help over long-term

“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”

— Charlie Munger 🗣️

#stocks #investing - Dimitry Nakhla | Babylon Capital®
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⁠Quiver Quantitative
BREAKING: Nancy Pelosi's portfolio just hit another all-time high.

She has made over $15M in the stock market in just over a month, per our estimates.

We estimate that she is now worth $258M. https://t.co/MknScJzzb3
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