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Quiver Quantitative
BREAKING: Representative Byron Donalds just filed new stock trades.
One of them stood out.
He bought stock in Amphenol, $APH.
We'd never seen him trade this stock before.
The company released a strong earnings report right after he bought in.
The stock is now up 33% since his purchase.
Full trade list up on Quiver.
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BREAKING: Representative Byron Donalds just filed new stock trades.
One of them stood out.
He bought stock in Amphenol, $APH.
We'd never seen him trade this stock before.
The company released a strong earnings report right after he bought in.
The stock is now up 33% since his purchase.
Full trade list up on Quiver.
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Offshore
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Dimitry Nakhla | Babylon Capital®
Take a look at $CRM quarterly revenue over the past 10 years (40 quarters) & annual revenue for the past 20 years 🤯
1. Revenue increased in 38/40 quarters
2. Revenue increased in 20/20 years
It doesn’t get more predictable than $CRM
$CRM trades for a 5.1% (NTM) FCF Yield 💰 https://t.co/W1w7xPMQxm
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Take a look at $CRM quarterly revenue over the past 10 years (40 quarters) & annual revenue for the past 20 years 🤯
1. Revenue increased in 38/40 quarters
2. Revenue increased in 20/20 years
It doesn’t get more predictable than $CRM
$CRM trades for a 5.1% (NTM) FCF Yield 💰 https://t.co/W1w7xPMQxm
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Wall St Engine
MEMORIAL DAY WEEKEND BOX OFFICE RECORD:
Lilo & Stitch opened to $183M in the U.S., breaking the Memorial Day weekend record and beating Top Gun: Maverick's $160M debut.
Mission: Impossible – The Final Reckoning brought in $77M domestic, the best opening in the franchise’s history, and hit $205M globally.
Total U.S. box office for the long weekend reached $322M — the highest ever for Memorial Day.
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MEMORIAL DAY WEEKEND BOX OFFICE RECORD:
Lilo & Stitch opened to $183M in the U.S., breaking the Memorial Day weekend record and beating Top Gun: Maverick's $160M debut.
Mission: Impossible – The Final Reckoning brought in $77M domestic, the best opening in the franchise’s history, and hit $205M globally.
Total U.S. box office for the long weekend reached $322M — the highest ever for Memorial Day.
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Offshore
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The All-In Podcast
Senator Ron Johnson on Republicans cutting spending: "This is our one opportunity. And right now we're blowing it."
@RonJohnsonWI's response to the House passing the Big, Beautiful Bill:
"I've heard people rationalize this. And I mean, important people rationalize, you know, 'Just go along with this. This is what we have to do to win the majority, maintain the majority in the House in 2027.'"
"Well, what good is a majority if you literally don't solve the problems that you're aware of?"
"Oh, so when we have the majority in 2027, then we're gonna actually turn the spending curve down. That's what we're gonna return to pre-pandemic level spending? I don't buy it."
"This is our one opportunity. And right now we're blowing it. And I'm gonna do everything I can to make sure we don't blow it."
"I don't discount the fact that we may lose the House. We may lose the Senate."
"But I would say we'd do that because we're not solving these problems."
"We're gonna be looked at as unserious."
"Our base is gonna go, 'Why did we elect you guys? You didn't take the bull by the horns. You didn't solve this problem. You're really no better than Democrats.'"
"I think we have to be concerned about that."
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Senator Ron Johnson on Republicans cutting spending: "This is our one opportunity. And right now we're blowing it."
@RonJohnsonWI's response to the House passing the Big, Beautiful Bill:
"I've heard people rationalize this. And I mean, important people rationalize, you know, 'Just go along with this. This is what we have to do to win the majority, maintain the majority in the House in 2027.'"
"Well, what good is a majority if you literally don't solve the problems that you're aware of?"
"Oh, so when we have the majority in 2027, then we're gonna actually turn the spending curve down. That's what we're gonna return to pre-pandemic level spending? I don't buy it."
"This is our one opportunity. And right now we're blowing it. And I'm gonna do everything I can to make sure we don't blow it."
"I don't discount the fact that we may lose the House. We may lose the Senate."
"But I would say we'd do that because we're not solving these problems."
"We're gonna be looked at as unserious."
"Our base is gonna go, 'Why did we elect you guys? You didn't take the bull by the horns. You didn't solve this problem. You're really no better than Democrats.'"
"I think we have to be concerned about that."
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The All-In Podcast
RT @chamath: .@theallinpod is the most reliable way to get balanced information about the world - business, technology, politics and culture.
My proof:
This week we are #14 and #20 overall on Apple and, within Technology, are 4 of the top 10 episodes including #1 and #2.
Cc @Spotify @SIRIUSXM @YouTube @ApplePodcasts
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RT @chamath: .@theallinpod is the most reliable way to get balanced information about the world - business, technology, politics and culture.
My proof:
This week we are #14 and #20 overall on Apple and, within Technology, are 4 of the top 10 episodes including #1 and #2.
Cc @Spotify @SIRIUSXM @YouTube @ApplePodcasts
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Wall St Engine
Honoring the holiday by letting AI save the day—this is the new normal. Use it or get left behind!
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Honoring the holiday by letting AI save the day—this is the new normal. Use it or get left behind!
MD: “Can you review all the Tegus calls on our target?”
Me: Prompted Hebbia, generated a report, sent it over.
Now I’m 4 tequila sodas deep at Surf Lodge. Memorial Day: saved. 🇺🇸 tweet
twitter.com
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