⁠Stock Analysis Compilation
Nightview Capital on Tesla $TSLA US

Thesis: Tesla’s FSD technology and unique data-driven approach offer an unparalleled growth potential in transportation and future robotics.

(Extract from their Q3 letter, link to the full analysis in SAC#62) https://t.co/zhxUUKWJaa
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⁠Librarian Capital
The Russians want Trump in the White House
And they are doing something to make it happen
Don't let them win - vote!

BREAKING: The FBI, ODNI, and CISA say that Russian actors manufactured and amplified a fake video circulating on social media purporting to show Haitians voting illegally for Kamala Harris
https://t.co/miihjVga3N - Republicans against Trump
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⁠Librarian Capital
https://t.co/yjUCvTNt2x

Two weeks ago, Donald Trump said on camera during a Fox & Friends interview that he was about to meet directly with Rupert Murdoch to ask him to tell Fox News not to air any campaign ads or guests who criticize him. - Matthew Gertz
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⁠Librarian Capital
The FT endorses Harris/Walz:

"Where Trump threatens a perilous rupture, Harris represents continuity with the values of liberal democracy and free and open trade — the bedrock of prosperity for America and its partners"

"Take a breath and think through the consequences"

America’s fateful choice between Trump and Harris https://t.co/jL56rdcsVf | opinion - Financial Times
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⁠Librarian Capital
RT @general_ben: This isn't a normal campaign. Trump isn't a normal candidate. You say Generals are Generals for life so my oath to defend the Constitution is for life. Trump threatens our Constitution. I can't stand by.

"Keep Your Politics Private" https://t.co/sN2286OiQz via @DefenseOne
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⁠Librarian Capital
We've been posting a large amount of politcal content

I appreciate this may not be what you all want to see, but this election is far too important

You can follow our accounts on other platforms for politics-free content

We hope to resume normal service after Trump is defeated
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⁠Librarian Capital
Bill Ackman reposted tweet from Naomi Wolf

Yes, that Naomi Wolf

They both want you to vote Trump
Please consider why and act accordingly. Vote! https://t.co/qw35JupQga
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⁠Librarian Capital
Simon Edelsten in-depth interview in Citywire

Discussion on new Goshawk fund set-up
Has "decent amount of money in" personally
Doesn't think all of Mag 7 are expensive
Likes $META, $NVDA (but has "taken a lot of profits")
Time to "having a bit" in China

https://t.co/NMpQUryU14 https://t.co/brk08F0rhs
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⁠Librarian Capital
$MSFT CEO Satya Nadella

"We are not actually selling raw GPUs for other people to train. In fact, that’s a business we turn away ... There’s a huge adverse selection problem today where ... it’s just a bunch of tech companies still using VC money to buy a bunch of GPUs" (FY25Q1) https://t.co/ejiTUAI57P
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⁠Quiver Quantitative
RT @InsiderRadar: Here's a round-up on all of the new insider buys that we reported on this week:

$75M purchase by $SEPN board seat holder on 10/30. Since then the stock has risen 14%.

$1M purchase by $BYON executive chairman on 10/28. Since then the stock has fallen 2%.

$1M purchase by $CSGP CEO on 10/28. Since then the stock has fallen 3%.

$1M purchase by $SKYH director on 10/30. Since then the stock has fallen 2%.

$250k purchase by $CROX director on 10/30. Since then the stock has fallen 1%.

$150k purchase by $MRTN director on 10/31. Since then the stock has risen 3%.

$138k purchase by $WGO CEO on 10/29. Since then the stock has risen 4%.
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