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 97% from its all-time high in December. https://t.co/IAm36bXzYF
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Quiver Quantitative
JUST IN: Lockheed Martin, $LMT, just filed $3.9M of new lobbying.

Track lobbying on Quiver.
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App Economy Insights
RT @EconomyApp: $NFLX Netflix earnings visualized:

• 325M members.
• Margin expansion.
• Growth acceleration.
• Ben Affleck's AI thesis.
• Why $WBD builds the defensive moat.
https://t.co/fUDs6D9y0A
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The Few Bets That Matter
$LULU is in the sweet spot right now. The perfect opportunity.

Clear double bottom. Back above the key averages.
Trendline break. Now filling the earnings gap after the CEO change announcement.

If you believe $LULU can fix Western growth, this is a ~$300 stock over the next 6 months. If they can’t, not much happens.

I shared two detailed write-ups on my Substack covering the narrative, data, and the trade plan.

Link in bio.

$LULU is giving the $190 retest I talked about a month and a half ago.

The bull case hasn’t changed.

Valuation is very low with an accelerating international growth, despite some issues in the West.

If $LULU fixes those Western mismatch problems, after confirming buyers show up and have money to spend, the repricing could happen real fast once the market sees the upside.

We're looking at a move comparable to $VSCO or $AEO. - The Few Bets That Matter
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App Economy Insights
Investing in a Bubble
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The Few Bets That Matter
$MRNA is exploding.

And they say you cannot time the market... https://t.co/fieL2u4wZ0

$MRNA is ready to blow up. And no one is talking about it.

The only one I saw mentionning the name was @nataninvesting since months, bit early to my taste but by now... It's close to perfection.

Liquidity continues to rotate. It really seems to be time to start looking away from tech... Big time. - The Few Bets That Matter
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Quiver Quantitative
Republican Representative James Comer: "Nobody on our side is defending Pam Bondi, I can assure you" https://t.co/rLfOLkocVy
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God of Prompt
RT @godofprompt: SoftBank just bet $70M that your competitors are about to build better software than you.

In 45 days, Emergent jumped from $25M to $50M ARR.
5M+ builders already moved.
6M+ real apps shipped.

While you're debugging Supabase, they're already deployed. https://t.co/ekFZPDYOtf
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God of Prompt
RT @godofprompt: https://t.co/wOuqbMcc1F
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Wasteland Capital
At some point relatively soon we will be able to say “Make me a new Lord of the Rings movie, in Studio Ghibli style, James Gunn directing, add a dragon battle”. And then the AI spits out the movie 5 min later.

Personalised media will be brutal for media co’s and Hollywood.
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