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Quiver Quantitative
Representative Mike Collins bought up to $165K of a meme coin called Ski Mask Dog over the last year.
It has now fallen 96% from its all-time high in December. https://t.co/67g5blzbxI
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Representative Mike Collins bought up to $165K of a meme coin called Ski Mask Dog over the last year.
It has now fallen 96% from its all-time high in December. https://t.co/67g5blzbxI
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Quiver Quantitative
BREAKING: The Senate Rules Committee has advanced Senator Kennedy's bill to withhold lawmakers' pay during government shutdowns. https://t.co/VZR07TPc8t
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BREAKING: The Senate Rules Committee has advanced Senator Kennedy's bill to withhold lawmakers' pay during government shutdowns. https://t.co/VZR07TPc8t
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Fiscal.ai
Why is Lululemon struggling in the United States?
Revenue is now declining for the first time in 10+ years (excluding COVID).
$LULU https://t.co/H8cKjiB4hA
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Why is Lululemon struggling in the United States?
Revenue is now declining for the first time in 10+ years (excluding COVID).
$LULU https://t.co/H8cKjiB4hA
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The Few Bets That Matter
$BABA still trades at ~2.5x sales.
Cloud growing 30%+ & accelerating with governmental push.
Core e-com massively profitable and growing.
And growth is depressed by the sales of Sun Art and Intime.
Q1 FY26 will see 15%+ revenue growth, yet valuation remains ~2.5x sales.
Hmhm https://t.co/kYRDL9jVVl
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$BABA still trades at ~2.5x sales.
Cloud growing 30%+ & accelerating with governmental push.
Core e-com massively profitable and growing.
And growth is depressed by the sales of Sun Art and Intime.
Q1 FY26 will see 15%+ revenue growth, yet valuation remains ~2.5x sales.
Hmhm https://t.co/kYRDL9jVVl
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Clark Square Capital
Looks like Interactive Brokers is adding Brazil to its tradeable markets https://t.co/5SRhB9JXdg
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Looks like Interactive Brokers is adding Brazil to its tradeable markets https://t.co/5SRhB9JXdg
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Wasteland Capital
2021 grift hall-of-famer $LAZR finally filed Chapter 11.
This sh*t was traded by imbeciles at $23bn in 2021, and the assets were now sold for $110m to, I kid you not, Quantum Computing $QUBT. Ayoo!
And the founder’s $83m Palisades home burned down in the fire this year. Sad. https://t.co/2X2r8did16
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2021 grift hall-of-famer $LAZR finally filed Chapter 11.
This sh*t was traded by imbeciles at $23bn in 2021, and the assets were now sold for $110m to, I kid you not, Quantum Computing $QUBT. Ayoo!
And the founder’s $83m Palisades home burned down in the fire this year. Sad. https://t.co/2X2r8did16
The spoils of tech mega-grift: $LAZR founder Austin Russell owns the $83m house from Succession. The stock, which was pumped to the dumbest investors by mega-banks, has lost $15.8bn since 2021 (down 77%). The biz had $41m rev, a negative 148% gross margin & lost $446m last year. https://t.co/vDBN4aOk8t tweet
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EndGame Macro
This is Ford acknowledging the first EV strategy didn’t match how truck buyers behave in a high rate environment. The all electric F-150 was expensive to build, hard to make money on, and demand dropped fast once payments rose and tax credits faded. So instead of burning billions trying to force it, Ford is pivoting toward what sells and pays the bills with more hybrids, extended range electric setups, and smaller, cheaper EVs that don’t require a lifestyle change. Gas and hybrid F-Series keep funding the company, while EV investment shifts toward affordability, energy storage, and platforms that can actually scale without massive losses. It’s less about ideology and more about survival and to protect the cash engine now, stay in the EV game, and wait until the economics make sense again.
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This is Ford acknowledging the first EV strategy didn’t match how truck buyers behave in a high rate environment. The all electric F-150 was expensive to build, hard to make money on, and demand dropped fast once payments rose and tax credits faded. So instead of burning billions trying to force it, Ford is pivoting toward what sells and pays the bills with more hybrids, extended range electric setups, and smaller, cheaper EVs that don’t require a lifestyle change. Gas and hybrid F-Series keep funding the company, while EV investment shifts toward affordability, energy storage, and platforms that can actually scale without massive losses. It’s less about ideology and more about survival and to protect the cash engine now, stay in the EV game, and wait until the economics make sense again.
BREAKING: In a massive hit, Ford, $F, is writing down $19.5 billion in EV investments.
Ford also says it will stop producing the electric version of the F-150. https://t.co/cWMPDeO9d0 tweet
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Giuliano
The reason behind each pick:
- Poor Charlie's Almanack.
The other day, a friend asked me for a book recommendations that would "rewire his brain." This is the only book I could think of that changes your thinking on so many levels.
- Guns, Germs and Steel.
We are largely ignorant about what has happened before us. This book gives you a fantastic framework for the past 10,000 years. How things played out.
- 1984.
Winston remains sane in a world full of craziness. Thinking is banned. Reading and writing are prohibited. Humanness is forbidden.
- Deep Simplicity.
The most complex systems are rooted in deep simplicity. Whenever you see something crazy complex (DNA, biological matter, the motion of bodies), it's always a few things interacting with one another and compounding over time.
- The Pleasure of Finding Things Out.
You can have fun by just thinking. Careful with pseudoscience. Beautiful takes on things.
- From Third World to First.
"Study the life of Lee Kuan Yew, you'll be flabbergasted" - Munger
- Zen and the Art of Motorcycle maintenance.
This book gives you a better understanding of deep human emotions, archetypes of people, what an obsession over knowledge can do to you, and you get a better grasp of things that you sense but can't fingerpoint.
- The Wealth of Nations OR the Origin of Species.
From any of these two, you'll get what it feels like to read an intellectually honest and curious individual. Someone who really writes to get to truth and advance civilization. + in both you get a great understanding of economics or evolutionary biology.
- The Prince.
I read this over 2 years ago but it's still top of mind. Deep insights into politics, trends in society, and how a 'wise prince should act'. It's fascinating because, for each insight, Machiavelli provides a historical example.
- Leonardo Da Vinci.
You don't realize how far extremely talented people can get if they also put time to it. The other idea is that, while some might write or just think, Da Vinci drew.
- The Brothers Karamazov.
No other author speaks to your soul as Dostoevsky does. What rationality can do to you, what goodness is about (or not?), and what does everything mean.
- Built from Scratch.
"How a couple of regular guys built a $380bn company." What business is about (customer satisfaction). You're only in business as long as you serve your customers well.
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The reason behind each pick:
- Poor Charlie's Almanack.
The other day, a friend asked me for a book recommendations that would "rewire his brain." This is the only book I could think of that changes your thinking on so many levels.
- Guns, Germs and Steel.
We are largely ignorant about what has happened before us. This book gives you a fantastic framework for the past 10,000 years. How things played out.
- 1984.
Winston remains sane in a world full of craziness. Thinking is banned. Reading and writing are prohibited. Humanness is forbidden.
- Deep Simplicity.
The most complex systems are rooted in deep simplicity. Whenever you see something crazy complex (DNA, biological matter, the motion of bodies), it's always a few things interacting with one another and compounding over time.
- The Pleasure of Finding Things Out.
You can have fun by just thinking. Careful with pseudoscience. Beautiful takes on things.
- From Third World to First.
"Study the life of Lee Kuan Yew, you'll be flabbergasted" - Munger
- Zen and the Art of Motorcycle maintenance.
This book gives you a better understanding of deep human emotions, archetypes of people, what an obsession over knowledge can do to you, and you get a better grasp of things that you sense but can't fingerpoint.
- The Wealth of Nations OR the Origin of Species.
From any of these two, you'll get what it feels like to read an intellectually honest and curious individual. Someone who really writes to get to truth and advance civilization. + in both you get a great understanding of economics or evolutionary biology.
- The Prince.
I read this over 2 years ago but it's still top of mind. Deep insights into politics, trends in society, and how a 'wise prince should act'. It's fascinating because, for each insight, Machiavelli provides a historical example.
- Leonardo Da Vinci.
You don't realize how far extremely talented people can get if they also put time to it. The other idea is that, while some might write or just think, Da Vinci drew.
- The Brothers Karamazov.
No other author speaks to your soul as Dostoevsky does. What rationality can do to you, what goodness is about (or not?), and what does everything mean.
- Built from Scratch.
"How a couple of regular guys built a $380bn company." What business is about (customer satisfaction). You're only in business as long as you serve your customers well.
If you want to read 1 astounding book every month in 2026, follow this plan: (5 of these are so good that I either gifted or lent)
Jan: Poor Charlie's Almanack.
Feb: Guns, Germs and Steel.
Mar: 1984.
April: Deep Simplicity.
May: The Pleasure of Finding Things out.
Jun: From Third World to First.
July: Zen and the Art of Motorcycle maintenance.
Aug: The Wealth of Nations OR the Origin of Species.
Sep: The Prince.
Oct: Leonardo Da Vinci, Isaacson.
Nov: The Brothers Karamazov.
Dec: Built from Scratch. tweet