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Quiver Quantitative
We posted this when a Carvana bankruptcy looked imminent.
$CVNA has risen 9,639% since: https://t.co/ax5C4VcG44
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We posted this when a Carvana bankruptcy looked imminent.
$CVNA has risen 9,639% since: https://t.co/ax5C4VcG44
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Offshore
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memenodes
Me trying to accumulate Bitcoin
meanwhile saylor: https://t.co/ZtVlBQbE2c
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Me trying to accumulate Bitcoin
meanwhile saylor: https://t.co/ZtVlBQbE2c
Strategy has acquired 10,624 BTC for ~$962.7 million at ~$90,615 per bitcoin and has achieved BTC Yield of 24.7% YTD 2025. As of 12/7/2025, we hodl 660,624 $BTC acquired for ~$49.35 billion at ~$74,696 per bitcoin. $MSTR $STRC $STRK $STRF $STRD $STRE https://t.co/oyLwSuW7nW tweet
WealthyReadings
$ADBE is cheap for very good reasons.
Is the company bad? No.
Is it making money? Lots.
Does it have high multiples? No.
Doesn't the market realise that? It does.
The problem is uncertainty.
No one doubt of the quality of the business and its cash generation potential; many doubts about its sustainability in an AI dominated world, even if Adobe does AI.
New tools are taking over some basic work. Who's to say demand will continue to go to $ADBE?
The market doesn't like risk it can't measure. This uncertainty doesn't make the risk/reward attractive right now. That's why $ADBE isn't catching a bid.
Do I believe $ADBE will be disrupted? No.
Do I believe $ADBE will retain its users? Yes.
Am I buying? No.
Simply because the situation isn't attractive. It could take $ADBE two years to bounce from here. It could never bounce. It could be disrupted.
$ADBE isn't an S-tier setup. It doesn't deserve liquidity, today. No matter my personal bias. Because nothing says my bias is right.
If it were right. Then I'll have time. Do you think $ADBE will trade at $1,000 tomorrow? It won't.
Money isn't made by catching the bottom or selling the tops. It is made in between, by minimizing risks to the point where you can be overly aggresive with your positionning and maximize returns.
This requires patience. $ADBE's time will come.
tweet
$ADBE is cheap for very good reasons.
Is the company bad? No.
Is it making money? Lots.
Does it have high multiples? No.
Doesn't the market realise that? It does.
The problem is uncertainty.
No one doubt of the quality of the business and its cash generation potential; many doubts about its sustainability in an AI dominated world, even if Adobe does AI.
New tools are taking over some basic work. Who's to say demand will continue to go to $ADBE?
The market doesn't like risk it can't measure. This uncertainty doesn't make the risk/reward attractive right now. That's why $ADBE isn't catching a bid.
Do I believe $ADBE will be disrupted? No.
Do I believe $ADBE will retain its users? Yes.
Am I buying? No.
Simply because the situation isn't attractive. It could take $ADBE two years to bounce from here. It could never bounce. It could be disrupted.
$ADBE isn't an S-tier setup. It doesn't deserve liquidity, today. No matter my personal bias. Because nothing says my bias is right.
If it were right. Then I'll have time. Do you think $ADBE will trade at $1,000 tomorrow? It won't.
Money isn't made by catching the bottom or selling the tops. It is made in between, by minimizing risks to the point where you can be overly aggresive with your positionning and maximize returns.
This requires patience. $ADBE's time will come.
tweet
Offshore
Video
EndGame Macro
The Truth Behind The No Tax on Tips And What You Actually Get And What You Don’t
The phrase no taxes makes it sound like tips and overtime just disappear from your taxable income entirely. But the fine print is much less dramatic. These provisions are deductions, not exemptions…meaning they reduce your federal income tax, not your payroll taxes, and not your state taxes. You still pay Social Security and Medicare on that income, and you still report every dollar you earn. The deduction just lets you subtract a certain amount of qualifying tips or the overtime premium from your taxable income. For many workers, especially those in lower brackets, the savings are much smaller than the slogan implies.
The Hidden Filters and Limitations
There’s also a long list of conditions. Only qualified tips count, and only in jobs the IRS officially recognizes as tipped occupations. Overtime only lets you deduct the extra half in time and a half, not your whole overtime check. Both deductions have caps ($25k for tips, $12,500 for overtime), and both phase out for higher earners. And whole categories of workers like anyone in a specified service trade or business, including many restaurants and hospitality employers don’t qualify at all. That means two people doing the same job can be treated differently based on how their employer is classified.
Why the Savings Aren’t as Big or as Universal as They Sound
For someone in a 12% bracket, the maximum savings from the full tip deduction is about $3,000 and that’s only if they hit the cap and qualify. A lot of workers won’t get anywhere near that because their taxable income is lower, the deduction phases out, or their employer isn’t on the approved list. And because it’s a deduction instead of a refundable credit, if you don’t owe much income tax to begin with, you don’t get much benefit. In other words, the policy helps some workers, but not nearly as broadly or as powerfully as the messaging suggests. It’s targeted relief dressed up like a sweeping tax holiday.
The Real Takeaway
The idea sounds simple, but the reality lives in the details: it’s a deduction, it’s conditional, it’s capped, and it doesn’t replace payroll taxes. People will see some relief just not the across the board $1,600–$2,000 windfall this clip implies. The complexity isn’t a dealbreaker; it just means the policy plays out very differently from person to person, and calling it “no tax” overshoots what it actually delivers.
tweet
The Truth Behind The No Tax on Tips And What You Actually Get And What You Don’t
The phrase no taxes makes it sound like tips and overtime just disappear from your taxable income entirely. But the fine print is much less dramatic. These provisions are deductions, not exemptions…meaning they reduce your federal income tax, not your payroll taxes, and not your state taxes. You still pay Social Security and Medicare on that income, and you still report every dollar you earn. The deduction just lets you subtract a certain amount of qualifying tips or the overtime premium from your taxable income. For many workers, especially those in lower brackets, the savings are much smaller than the slogan implies.
The Hidden Filters and Limitations
There’s also a long list of conditions. Only qualified tips count, and only in jobs the IRS officially recognizes as tipped occupations. Overtime only lets you deduct the extra half in time and a half, not your whole overtime check. Both deductions have caps ($25k for tips, $12,500 for overtime), and both phase out for higher earners. And whole categories of workers like anyone in a specified service trade or business, including many restaurants and hospitality employers don’t qualify at all. That means two people doing the same job can be treated differently based on how their employer is classified.
Why the Savings Aren’t as Big or as Universal as They Sound
For someone in a 12% bracket, the maximum savings from the full tip deduction is about $3,000 and that’s only if they hit the cap and qualify. A lot of workers won’t get anywhere near that because their taxable income is lower, the deduction phases out, or their employer isn’t on the approved list. And because it’s a deduction instead of a refundable credit, if you don’t owe much income tax to begin with, you don’t get much benefit. In other words, the policy helps some workers, but not nearly as broadly or as powerfully as the messaging suggests. It’s targeted relief dressed up like a sweeping tax holiday.
The Real Takeaway
The idea sounds simple, but the reality lives in the details: it’s a deduction, it’s conditional, it’s capped, and it doesn’t replace payroll taxes. People will see some relief just not the across the board $1,600–$2,000 windfall this clip implies. The complexity isn’t a dealbreaker; it just means the policy plays out very differently from person to person, and calling it “no tax” overshoots what it actually delivers.
🔥 HASSETT: "There's a huge amount of positive news that the President is going to be breaking this week about the economy... we're going into next year, where the typical person who's got No Tax on Tips, No Tax on Overtime, is probably going to see an extra $1,600-$2,000." https://t.co/5tW7Aauhug tweet
Offshore
Video
Quiver Quantitative
Last year, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.
$VSAT is now up 418% since our reports.
Look at this: https://t.co/a4mEfgsD8X
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Last year, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.
$VSAT is now up 418% since our reports.
Look at this: https://t.co/a4mEfgsD8X
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Offshore
Video
memenodes
“Bought the dip, now I'm out of cash and confidence”
Thanks crypto https://t.co/4SZPc33JzZ
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“Bought the dip, now I'm out of cash and confidence”
Thanks crypto https://t.co/4SZPc33JzZ
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Offshore
Video
EndGame Macro
Why is gas prices down everybody? 🧠
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Why is gas prices down everybody? 🧠
🚨 WOW! Brutal loss for the Experts as gas nationwide declines to $2.95 per gallon
They said it was impossible.
Trump was right. 🔥
https://t.co/1R8gJALKxJ tweet
WealthyReadings
Start investing in the best only.
Not the best company. Not the best stock. The best opportunity.
You don't want to marry your fifth choice or to buy the tenth top shoes. But in life, you sometimes have to compromise.
In investing, you don't. You can focus on your first choice over and over again.
Yet, most deploy capital on their 10th or 15th-best idea. Why would you do that?
Your liquidity deserves the best setup. Leave the rest behind.
tweet
Start investing in the best only.
Not the best company. Not the best stock. The best opportunity.
You don't want to marry your fifth choice or to buy the tenth top shoes. But in life, you sometimes have to compromise.
In investing, you don't. You can focus on your first choice over and over again.
Yet, most deploy capital on their 10th or 15th-best idea. Why would you do that?
Your liquidity deserves the best setup. Leave the rest behind.
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AkhenOsiris
$TTWO
Raymond James: 'TTWO: November data also a bit soft outside of mobile, but reported results defied these proxies in the F2Q26 print'
The analyst comments "TTWO: November data also a bit soft outside of mobile, but reported results defied these proxies in the F2Q26 print. Take-Two’s November data was also a bit sluggish, with falloffs in Grand Theft Auto V (expected after the delay announcement) and NBA 2K26, which is surprising given the recent positive commentary on the company’s F2Q26 call. We believe this is likely to do with outsized success in RCS, which is less direct of a read from our tracked metrics. Mobile continues to be a bright spot, with recent titles like Color Block Jam and Match Factory still posting strong figures while legacy titles like Toon Blast enjoy ongoing strength. We still see total investor focus on Grand Theft Auto VI’s progress, but do not expect to receive notable updates until mid-calendar 2026 at this rate given the planned November release."
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$TTWO
Raymond James: 'TTWO: November data also a bit soft outside of mobile, but reported results defied these proxies in the F2Q26 print'
The analyst comments "TTWO: November data also a bit soft outside of mobile, but reported results defied these proxies in the F2Q26 print. Take-Two’s November data was also a bit sluggish, with falloffs in Grand Theft Auto V (expected after the delay announcement) and NBA 2K26, which is surprising given the recent positive commentary on the company’s F2Q26 call. We believe this is likely to do with outsized success in RCS, which is less direct of a read from our tracked metrics. Mobile continues to be a bright spot, with recent titles like Color Block Jam and Match Factory still posting strong figures while legacy titles like Toon Blast enjoy ongoing strength. We still see total investor focus on Grand Theft Auto VI’s progress, but do not expect to receive notable updates until mid-calendar 2026 at this rate given the planned November release."
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AkhenOsiris
$SHOP $AMZN $GOOGL OpenAI
AI is becoming an integral part of how people shop online, and new research from Contentsquare, an AI-first analytics platform, shows that consumers are increasingly receptive to AI that helps them make more confident, informed decisions. Shoppers are turning to the technology for clarity, efficiency, and support, and 30% say they would be willing to let an AI agent actually complete a purchase on their behalf, signaling a growing openness to more advanced forms of AI-powered assistance.
The survey of 1,300 U.S. consumers paints a picture of how online shopper attitudes are shifting or staying the same, highlighting how AI is gradually weaving itself into key moments of the customer experience.
76% of shoppers still begin with traditional search, but nearly 24% say they now rarely use search engines – a signal that discovery habits are beginning to diversify
43% willingly engage with AI when it’s seamlessly embedded into the customer journey by the retailer – reinforcing that consumers respond best when AI enhances the existing brand experience rather than disrupting it.
28% of consumers rely on online reviews and forums first, while 24% turn to retailer’s website search bars – familiar anchors in digital discovery
19% now pick AI assistants as their primary research tool, signaling that AI has entered the core research process in a meaningful way
38% trust AI for general research, 21% use it to find deals and promotions, and 16% rely on it for side-by-side product comparisons
18% of shoppers intentionally use AI most times they shop – an early-adopter signal – but AI hesitancy clearly remains, with 38% of consumers stating they either have no plans to use AI or intentionally avoid it altogether.
Seventy-nine percent of consumers say accuracy is the most important quality in AI-powered shopping, far outweighing speed (36%) or transparency (35%). However, even as AI becomes more capable, shoppers still lean on human validation: 23% cite recommendations from friends and family as one of their most trusted influences. Accuracy, clarity, and personal reassurance work together to shape how consumers decide what – and whether – to buy.
tweet
$SHOP $AMZN $GOOGL OpenAI
AI is becoming an integral part of how people shop online, and new research from Contentsquare, an AI-first analytics platform, shows that consumers are increasingly receptive to AI that helps them make more confident, informed decisions. Shoppers are turning to the technology for clarity, efficiency, and support, and 30% say they would be willing to let an AI agent actually complete a purchase on their behalf, signaling a growing openness to more advanced forms of AI-powered assistance.
The survey of 1,300 U.S. consumers paints a picture of how online shopper attitudes are shifting or staying the same, highlighting how AI is gradually weaving itself into key moments of the customer experience.
76% of shoppers still begin with traditional search, but nearly 24% say they now rarely use search engines – a signal that discovery habits are beginning to diversify
43% willingly engage with AI when it’s seamlessly embedded into the customer journey by the retailer – reinforcing that consumers respond best when AI enhances the existing brand experience rather than disrupting it.
28% of consumers rely on online reviews and forums first, while 24% turn to retailer’s website search bars – familiar anchors in digital discovery
19% now pick AI assistants as their primary research tool, signaling that AI has entered the core research process in a meaningful way
38% trust AI for general research, 21% use it to find deals and promotions, and 16% rely on it for side-by-side product comparisons
18% of shoppers intentionally use AI most times they shop – an early-adopter signal – but AI hesitancy clearly remains, with 38% of consumers stating they either have no plans to use AI or intentionally avoid it altogether.
Seventy-nine percent of consumers say accuracy is the most important quality in AI-powered shopping, far outweighing speed (36%) or transparency (35%). However, even as AI becomes more capable, shoppers still lean on human validation: 23% cite recommendations from friends and family as one of their most trusted influences. Accuracy, clarity, and personal reassurance work together to shape how consumers decide what – and whether – to buy.
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