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The Few Bets That Matter
Here are four names that could become opportunities. But not just yet.
$JD / $PDD - The Chinese e-coms will recover once domestic consumption rebounds. And it will as the government is now making it its #1 priority. When is the only question left, while at today's valuation, we're looking at tripple digit returns rapidly.
$TGT - As consumption slows and middle-income households come under pressure, those will trade-down to $TGT. Easier comps could make growth look materially stronger and push the stock higher.
$NVO - The Danish giant needs its next growth lever. Oral GLP-1 could be it, although we still need some data to confirm it.
$NFLX - The market continues to price execution risk post $WBD acquisition; as it assumes the deal is closed. Leverage can't be ignored despite management’s track record.
These four names have the potential to become opportunities. But until the data confirms the narrative, convictions are nothing more than isolated opinions.
Conviction turns into opportunity when data validates it. Until then, there is no money to be made.
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Here are four names that could become opportunities. But not just yet.
$JD / $PDD - The Chinese e-coms will recover once domestic consumption rebounds. And it will as the government is now making it its #1 priority. When is the only question left, while at today's valuation, we're looking at tripple digit returns rapidly.
$TGT - As consumption slows and middle-income households come under pressure, those will trade-down to $TGT. Easier comps could make growth look materially stronger and push the stock higher.
$NVO - The Danish giant needs its next growth lever. Oral GLP-1 could be it, although we still need some data to confirm it.
$NFLX - The market continues to price execution risk post $WBD acquisition; as it assumes the deal is closed. Leverage can't be ignored despite management’s track record.
These four names have the potential to become opportunities. But until the data confirms the narrative, convictions are nothing more than isolated opinions.
Conviction turns into opportunity when data validates it. Until then, there is no money to be made.
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Quiver Quantitative
BREAKING: Representative Ritchie Torres is introducing a bill in response to this.
It would ban government officials from trading prediction market contracts when they have access to non-public info on it.
It's the Public Integrity in Financial Prediction Markets Act of 2026. https://t.co/Rg27Jjk4ob
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BREAKING: Representative Ritchie Torres is introducing a bill in response to this.
It would ban government officials from trading prediction market contracts when they have access to non-public info on it.
It's the Public Integrity in Financial Prediction Markets Act of 2026. https://t.co/Rg27Jjk4ob
Holy cow.
Yesterday, a new account on Polymarket made a massive bet that Maduro would be out of office by January 31st.
Today, the United States carried out strikes on Venezuela and captured Maduro.
The trader has now made over $400K.
Insider or lucky? https://t.co/dHqThzccuB tweet
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Quiver Quantitative
TRUMP: We're going to take a lot of money out of Venezuela so that we can take care of the country https://t.co/B8V0t84mGR
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TRUMP: We're going to take a lot of money out of Venezuela so that we can take care of the country https://t.co/B8V0t84mGR
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $FTAI launch of FTAI Power is interesting. By converting CFM56 engines into aeroderivative turbines for data-center power, $FTAI is positioning itself in front of AI-driven energy demand
If this scales & EBITDA exceeds ~$750M the stock likely deserves a meaningful re-rating https://t.co/FvMnme10na
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RT @DimitryNakhla: $FTAI launch of FTAI Power is interesting. By converting CFM56 engines into aeroderivative turbines for data-center power, $FTAI is positioning itself in front of AI-driven energy demand
If this scales & EBITDA exceeds ~$750M the stock likely deserves a meaningful re-rating https://t.co/FvMnme10na
FTAI Aviation $FTAI builds and leases jet engines—but with a twist
Instead of just renting engines to airlines, it owns, repairs, and rebuilds them through a vertically integrated system of engine modules and aftermarket parts
This lets $FTAI capture profits from both leasing and maintenance—two recurring, high-margin businesses
In short: $FTAI helps airlines keep planes flying while earning “toll-like” cash flows every time an engine needs repair or replacement
$FTAI is a business worth keeping an eye on
$FTAI trades for $182💵 / $18.66B Market Cap tweet