Quiver Quantitative
Wow.

Representative Cleo Fields bought stock in a Bitcoin mining company called IREN last month.

It was the first time we had ever seen a politician buy this stock.

$IREN has now risen 75% since his trade.

Up almost 14% today. https://t.co/RZyXUi4yg9
tweet

Evan
Apple $AAPL just unveiled its full new iPhone 17 lineup

iPhone 17 starts at $799
iPhone 17 Air starts at $999
iPhone 17 Pro starts at $1,099
iPhone 17 Pro Max starts at $1,199 https://t.co/WRM7X9cvje
tweet

Aadit Sheth
RT @aaditsh: This physicist literally dropped the coldest truth about life https://t.co/DMeLwsqKiz
tweet

The All-In Podcast
RT @jandosio: Had a chance to meet Alex Karp, an unconventional leader. Just going to leave it here in my X diary 😬 #allinsummit @theallinpod https://t.co/QeAsyH0u05
tweet

The All-In Podcast
RT @HasijaKanav: Interesting dialogue on content business b/w @friedberg and @cleoabram: Netflix is cost plus model which caps gains, YouTube is unlimited but needs funding mechanisms. YouTube success can lead to spillover IP distribution on Netflix too. @theallinpod @allinsummit #allinsummit #content #youtube #netflix
tweet

Iqra Saifi
Veo-3 fast on Flow 🧺

"A hyper-realistic, POV-style, slow-motion shot of a young child in a laundry basket careening down a carpeted staircase, with another child cheering excitedly at the top.", "mood": "Chaotic, joyful, thrilling, nostalgic, dangerous-but-fun.", "camera": { "type": "Handheld POV (from inside the basket)", "lens": "18mm Wide-Angle Lens", "aperture": "f/4.0", "position": "Mounted inside the front lip of the laundry basket, looking up at the child's face.", "movement": "The camera shakes, rattles, and bumps violently with every stair, creating a visceral, first-person experience. The shot is unstabilized and chaotic." }, "environment": { "location": "The main staircase of a suburban home.", "details": "The stairs are covered in a thick, beige, looped-pile carpet. A white wooden banister is visible on one side. The walls are painted a soft, neutral color.", "lighting": "The scene is brightly lit by warm, ambient light from overhead fixtures and natural light from unseen windows." }, "lighting": { "primary_source": { "type": "Overhead Ceiling Lights", "color_temperature": "3200K (Warm, tungsten light)", "intensity": "Moderate, providing a base level of illumination." }, "secondary_source": { "type": "Daylight from Windows", "position": "Off-camera, to the side.", "intensity": "Bright, creating soft highlights and a natural feel." }, "effects": "Fast-moving motion blur on the background and stairs enhances the sense of speed. A slight, digital grain is added to emulate a home video look." }, "main_subject": { "character_1": { "description": "A young child, approximately 4-5 years old, sitting in the laundry basket.", "attire": { "shirt": "A simple, bright blue t-shirt.", "helmet": "A blue ski helmet with green goggles pushed up onto the brim.", "expression": "A wide-mouthed scream of pure, unadulterated joy and excitement." }, "prop": "A large, white, plastic laundry basket with handles." }, "character_2": { "description": "Another child, slightly older, at the top of the stairs.", "action": "Jumping up and down with his arms raised in a victory pose, cheering on his friend. This character is only briefly visible at the start of the shot before blurring past." } }, "animation": { "main_action": "The laundry basket slides down the stairs at a rapid, uncontrolled pace. The camera's perspective makes each stair-bump a significant, jarring event.", "character_animation": "The child in the basket is bouncing and jostling with the movement, their hands gripping the basket's handles tightly. Their hair and clothing fabric react realistically to the motion and air resistance.", "environment": "The background blurs past in a streak of color. The cheering child at the top of the stairs is quickly left behind." }, "audio_design": { "style": "Loud, chaotic, and immersive, with a home-video feel.", "timeline": [ { "time": "0.0s - 8.0s", "sound": "The loud, continuous, and rhythmic 'thump-thump-thump' of the plastic laundry basket hitting each carpeted stair." }, { "time": "0.0s - 8.0s", "sound": "The high-pitched, joyous, and continuous scream of the child in the basket." }, { "time": "0.0s - 2.5s", "sound": "The excited, cheering shouts of the second child at the top of the stairs, which quickly fade with distance." }, { "time": "Throughout", "sound": "The rattling and creaking of the plastic laundry basket under stress." }
tweet

Yellowbrick Investing
Added 54 new stock write-ups to the site (pt 1):
@SaeschInv (exploring AIM) - $GWI.L, $GTC.L, $DATA.L, $GHH.L, $G4M.L, $GETB.L
@ditlevfriis - $COLO-B.CO (update)
@ClarkinM - $BHR, $TURN (overview)
@CDNValueInvestr - $POWW (overview)
@Anders_Research - $GUTS https://t.co/0FNbSoE0d8
tweet

The All-In Podcast
RT @raechellambert: “Do not trust anyone who has never built anything.” — Alex Karp @theallinpod @allinsummit https://t.co/yCRpIjjayB
tweet