Investing visuals
$GOOGL business segments breakdown 🔎 https://t.co/tSZVBdWASr
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ToffCap
Lindbergh $LDB going vertical... https://t.co/QYRiI0nTbf
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Yellowbrick Investing
$PBAM

The VIC pitch is very well written yet simple: At ~8x P/E and 1.3x P/B, $PBAM is still at an attractive entry point.

In the short term (1-2 years), $PBAM will continue to perform (high teens ROE, high 40s / low 50s efficiency ratio, alongside relatively low risk).

In the medium term (~2-3 years), we seen an uplisting (OTC to NASDAQ) that will lead to a substantial re-rating of the stock (comps trade much higher). If this was trading on the NASDAQ today, easily would be at a 12x P/E.

In the long term (~5-years), $PBAM will seek a sale. This is relatively evident base on its current growth focus (no dividend) and management history (both CEO and controlling Chairman involved with prior bank sales). - BoujeeBanker
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Quiver Quantitative
JUST IN: This is the current homepage on the U.S. Department of Housing and Urban Development.

Betting markets currently give an 80% chance of a shutdown starting later today. https://t.co/eDhPHwpE4G
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Investing visuals
$NBIS just hit a new all-time high! 🔥

Who do you think is most likely to be their next major client?
- Meta
- OpenAI
- Anthropic
- Alphabet
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App Economy Insights
CoreWeave signs $14B deal with $META.

• Runs until 2031, with option to extend.
• Provides access to NVIDIA's GB300.
• $CRWV is surging 15% today. https://t.co/pU4bLoQ6mM
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Umesh
RT @AllaAisling: From Sketch to Masterpiece: Watch an Idea Come to Life

I'm taking you inside my creative journey in Adobe Firefly Boards - an AI-first tool that transforms concept development with speed. Watch how a simple sketch evolves into a fully imagined creation, all on one infinite canvas without ever breaking creative flow.

Here is how I used Firefly Boards to create my artistic ice skates 👇

This post is sponsored by #AdobeFirefly in partnership with @Adobe as a Firefly Brand Ambassador.
#AdobeFireflyAmbassadors #Ad #FireflyBoards
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Umesh
RT @RobotCleopatra: From Messy Sketches to Print-Ready Design
How I turned chaos into a professional t-shirt
using Adobe Firefly Boards

Frustrated designer surrounded by multiple sketches, sticky notes, open apps...

❌ 5 different sketches
❌ 3 apps open simultaneously
❌ Zero direction
❌ Deadline approaching

"I have a vague idea but can't visualize
the final design..."

Sounds familiar?

Sponsored by @Adobe Firefly. Paid partnership as an Adobe Firefly Ambassador
#AdobeFireflyAmbassadors #Ad #FireflyBoards
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Yellowbrick Investing
I promise you, there are easier opportunities out there for your $100k portfolio than $DUOL and $ADBE
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AkhenOsiris
$DKNG $FLUT $SRAD $GENI

Sports betting space feeling the pain of Kalshi parlay introduction...they can easily stem the negative narrative by joining the prediction game in unregulated states...they may need to fast
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AkhenOsiris
$GENI $SRAD $DKNG $FLUT

Hard to get too negative here...just one "we are introducing prediction markets" PR away from OSBs and data providers bouncing and Kalshi valuation taking a hit

Also, legal states gambling still growing decently while you wait
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