Quiver Quantitative
JUST IN: Representative Josh Gottheimer just disclosed new trades.

One of them caught our eye:

A purchase of Commvault Systems stock, $CVLT.

Commvault is a data security company. Gottheimer sits on the House Select Committee on Intelligence.

Full trade list up on Quiver. https://t.co/7hZ5WoXLPP
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App Economy Insights
⚡️ TSMC is the arsenal builder of the AI era.

• AI revenue is set to double in 2025
• CEO C.C. Wei calls demand "insane"
• 45% CAGR expected for the next 5 years

👇 Full breakdown of $TSM's record quarter
https://t.co/a7S8vQVEL3
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AkhenOsiris
Still seems like 1-3% of volume...did the meteor shrink 😂

slowly, then all at once.

@Kalshi's new parlay product is going parabolic.

I expect parlays to be >20% of the total volume on the platform in short order. https://t.co/9532ToRjTJ - Adhi Rajaprabhakaran
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Umesh
"Where silence becomes beauty."

--sref 1746831604 https://t.co/MshR7UFiW2
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Investing visuals
$TSM's Q3 one-pager breakdown was just shared with subscribers.

Next week: $NFLX, $TSLA, and $INTC, once their earnings are out.

If you like seeing all key investment info in an easy-to-digest visual, consider joining the subs group! https://t.co/AKwerXyRxA
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Quiver Quantitative
Ciena stock has now risen 132% since Representative Lisa McClain bought in.

It's been just 4 months.

McClain sits on the House Armed Services Subcommittee on Cyber, IT, and Innovation. https://t.co/OmSRoRSzjc
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Umesh
Art!

--sref 1746831604 https://t.co/yOsicHNk8b
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Quiver Quantitative
Forbes is reporting that Barron Trump has a net worth of $150M.

This would make him wealthier than all but 12 members of Congress, per our estimates.

He's just 19 years old. https://t.co/PHvey3xoYU
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