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Librarian Capital
$MSFT CEO Satya Nadella
"We are not actually selling raw GPUs for other people to train. In fact, that’s a business we turn away ... There’s a huge adverse selection problem today where ... it’s just a bunch of tech companies still using VC money to buy a bunch of GPUs" (FY25Q1) https://t.co/ejiTUAI57P
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$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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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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Quiver Quantitative
Do companies that donate to election winners outperform the market?
We will see.
We just rolled out "Trump Donors" and "Kamala Donors" portfolios on Autopilot.
Here are some of the largest holdings for each: https://t.co/X2WJ1htdmX
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Do companies that donate to election winners outperform the market?
We will see.
We just rolled out "Trump Donors" and "Kamala Donors" portfolios on Autopilot.
Here are some of the largest holdings for each: https://t.co/X2WJ1htdmX
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Stock Analysis Compilation
White Falcon Capital on Endava $DAVA
Thesis: Endava’s high margins and growth potential in digital services make it an attractive prospect with potential to double in value amid digital transformation trends.
(Extract from their Q3 letter, link to the full analysis in SAC#62) https://t.co/ZI60q2gXrk
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White Falcon Capital on Endava $DAVA
Thesis: Endava’s high margins and growth potential in digital services make it an attractive prospect with potential to double in value amid digital transformation trends.
(Extract from their Q3 letter, link to the full analysis in SAC#62) https://t.co/ZI60q2gXrk
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Librarian Capital
WSJ Editorial Board on Trump
"Mr. Trump’s attempt to overturn the election was appalling, and for many Americans is disqualifying for a second term. We thought he shouldn’t win the nomination again"
"Trump also surrounds himself with grifters and provocateurs who flatter him" https://t.co/P1Ewn1mSzR
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WSJ Editorial Board on Trump
"Mr. Trump’s attempt to overturn the election was appalling, and for many Americans is disqualifying for a second term. We thought he shouldn’t win the nomination again"
"Trump also surrounds himself with grifters and provocateurs who flatter him" https://t.co/P1Ewn1mSzR
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Librarian Capital
RT @TheEconomist: Half of Donald Trump's former cabinet members have refused to endorse him. The most senior Republican senator calls him “despicable”. Both his former chief-of-staff and former head of the joint chiefs call him a fascist. We are endorsing Kamala Harris https://t.co/XhnkQiAXo7 👇
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RT @TheEconomist: Half of Donald Trump's former cabinet members have refused to endorse him. The most senior Republican senator calls him “despicable”. Both his former chief-of-staff and former head of the joint chiefs call him a fascist. We are endorsing Kamala Harris https://t.co/XhnkQiAXo7 👇
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Librarian Capital
More Elon Musk "temporary hardship" on Twitter team
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More Elon Musk "temporary hardship" on Twitter team
Some cuts at X today. https://t.co/U5G0w36OXX https://t.co/jSZWXX5PZv tweet
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Librarian Capital
RT @AaronParnas: WOW. Mike Johnson now is signaling his support to REPEAL the bipartisan CHIPS and Science Act. Spread this everywhere. https://t.co/RTsBs7aUMF
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RT @AaronParnas: WOW. Mike Johnson now is signaling his support to REPEAL the bipartisan CHIPS and Science Act. Spread this everywhere. https://t.co/RTsBs7aUMF
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