Quiver Quantitative
Last week, we sent out an alert when we saw a new account on Polymarket betting on Rick Rieder as the next Fed chair.

They have now made $83K in unrealized gains, as his odds have skyrocketed.

Follow for more alerts on potential insider trades.

A new account on Polymarket has bet $14K on Rick Rieder being the next fed chair.

They will win $180K if correct. https://t.co/wh34ZLs5wv - Quiver Quantitative
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God of Prompt
RT @godofprompt: R.I.P. OpenAI, 2026 https://t.co/VVsIHlVN95
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Moon Dev
claude code for trading is nuts

this is how it can help you automate your trading in 2026

im not teaching this stuff anymore so you may wanna bm this https://t.co/1b4s020nvP
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memenodes
that one penguin 🐧 https://t.co/y01ABp3exT
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Moon Dev
heres a loan

i am even giving out loans so you can join the all access pass

there is now a 2 pay option so you can get lifetime all access while its still here

join now: https://t.co/5lubmNhCuD

moon dev https://t.co/76856ofJcw
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Quiver Quantitative
Nancy Pelosi has filed new stock trades in January or February of every year since 2020.

Get ready for what might be her last.

Turn on notifications to get an alert right when she files, or check out our app:

https://t.co/hP9BfQ4z8g https://t.co/LxGVBv63cw
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Brady Long
RT @thisguyknowsai: GROK AI NOW ANALYZES AND SUMMARIZES VIDEOS INSTANTLY

Grok just watched a 30-minute video interview, studied it, analyzed it, in under 40 seconds.

Here are 10 killer prompts to supercharge your video game:

https://t.co/1x6epKaAc5
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Dimitry Nakhla | Babylon Capital®
Chris Hohn, founder of TCI, views high incremental margins as one of the strongest signals of a company’s moat & pricing power💸

Incremental operating margin tells you how much additional operating income a business generates for every additional $1 of revenue.

Here’s how to calculate it:

Pick two periods (Year 1 → Year 2)

Year 1 Revenue: $10B
Year 2 Revenue: $12B
Δ 𝐂𝐡𝐚𝐧𝐠𝐞: $𝟐𝐁

Year 1 Operating Income: $2B
Year 2 Operating Income: $3B
Δ 𝐂𝐡𝐚𝐧𝐠𝐞: $𝟏𝐁

𝐈𝐧𝐜𝐫𝐞𝐦𝐞𝐧𝐭𝐚𝐥 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐌𝐚𝐫𝐠𝐢𝐧 = Δ 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐈𝐧𝐜𝐨𝐦𝐞 / Δ 𝐑𝐞𝐯𝐞𝐧𝐮𝐞

So: $1B / $2B = 50%

𝘔𝘦𝘢𝘯𝘪𝘯𝘨: 50 cents of every new $1 of revenue fell to operating profit.
___

Why this matters: High incremental margins usually signal low incremental costs, pricing power, & structural operating leverage — the traits that allow a great business to compound faster as it scales. It’s one of the cleanest ways to see whether a company’s moat is strengthening & efficiently scaling.

I’ve included 4 high-quality stocks with their incremental operating margins since 2021 for further example 👇🏽

$FICO $MSFT $MA $NFLX
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