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Javier Blas
"... The de-escalation measures that went into effect on the night of last Thursday to Friday [no attacks against energy infrastructure] are helping to build public trust in the negotiation process and its possible outcome..."
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"... The de-escalation measures that went into effect on the night of last Thursday to Friday [no attacks against energy infrastructure] are helping to build public trust in the negotiation process and its possible outcome..."
I met with our negotiating team ahead of the new round of trilateral talks. We expect the meetings to take place in the coming days, as early as this Wednesday and Thursday.
Nearly all members of the negotiating team attended today’s meeting, namely Rustem Umerov, Kyrylo Budanov, Sergiy Kyslytsya, Andrii Hnatov, and Oleksandr Bevz. Davyd Arakhamiia will also participate in the negotiations. I approved frameworks for the talks and set specific tasks.
The Ukrainian delegation will also hold bilateral meetings with the American side. Ukraine is ready for real steps. We believe it is realistic to achieve a dignified and lasting peace. We consider the bilateral security guarantees document with the United States to be complete, and we anticipate further substantive work on documents related to recovery and economic development.
We also anticipate that the American side will remain decisive in ensuring the necessary conditions for dialogue. The de-escalation measures that went into effect on the night of last Thursday to Friday are helping to build public trust in the negotiation process and its possible outcome. The war needs to be ended. Thank you to everyone around the world who is helping. Glory to Ukraine! tweet
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The Transcript
$DIS CEO: "Turning to our Experiences segment. We had a solid start to the fiscal year, with quarterly revenue exceeding $10 billion for the first time. We have expansion projects underway at every one of our theme parks, and next month, we're excited to welcome guests to the new World of Frozen at the completely reimagined Disney Adventure World at Disneyland Paris."
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$DIS CEO: "Turning to our Experiences segment. We had a solid start to the fiscal year, with quarterly revenue exceeding $10 billion for the first time. We have expansion projects underway at every one of our theme parks, and next month, we're excited to welcome guests to the new World of Frozen at the completely reimagined Disney Adventure World at Disneyland Paris."
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Quiver Quantitative
UPDATE: Bloom Energy stock, $BE, has now risen 115% since Representative Gil Cisneros bought in.
It's been just a few months.
Track politicians' portfolios on Quiver. https://t.co/Yt2AsXfkVU
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UPDATE: Bloom Energy stock, $BE, has now risen 115% since Representative Gil Cisneros bought in.
It's been just a few months.
Track politicians' portfolios on Quiver. https://t.co/Yt2AsXfkVU
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Benjamin Hernandez😎
Cracked the biotech sympathy play timing
3 FDA approvals this week = 11 sympathy runners. Mapped 28 historical examples—they peak on day 4-5 then crash 40%
We're on day 2. Peak indicators + exit signals pinned
$SOC $ASST $OPEN $RADX https://t.co/eLtPLDm18T
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Cracked the biotech sympathy play timing
3 FDA approvals this week = 11 sympathy runners. Mapped 28 historical examples—they peak on day 4-5 then crash 40%
We're on day 2. Peak indicators + exit signals pinned
$SOC $ASST $OPEN $RADX https://t.co/eLtPLDm18T
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God of Prompt
vertex AI just leaked "fennec" in an error log
claude sonnet 5 reportedly drops tomorrow
the rumored specs:
> 50% cheaper than opus 4.5
> still 1M context window but faster
> can spawn parallel sub-agents from terminal
> allegedly hitting 80.9% on SWE-bench
the wildest part: "dev team mode" where you give a brief and agents build the full feature autonomously
treat this as unverified.
but if real, coding agents just changed overnight.
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vertex AI just leaked "fennec" in an error log
claude sonnet 5 reportedly drops tomorrow
the rumored specs:
> 50% cheaper than opus 4.5
> still 1M context window but faster
> can spawn parallel sub-agents from terminal
> allegedly hitting 80.9% on SWE-bench
the wildest part: "dev team mode" where you give a brief and agents build the full feature autonomously
treat this as unverified.
but if real, coding agents just changed overnight.
tweet
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App Economy Insights
$DIS Disney Q1 FY26 (Dec. quarter):
• Revenue +5% Y/Y to $26.0B ($0.4B beat).
• Non-GAAP EPS $1.63 ($0.05 beat).
Segment operating margin:
🍿 Entertainment: 7% (-3pp Y/Y).
🏈 Sports: 4% (-1pp Y/Y).
🏰 Experience: 33% (flat Y/Y).
Outlook: 10%+ adj. EPS growth in FY26. https://t.co/rGdrSYRgdG
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$DIS Disney Q1 FY26 (Dec. quarter):
• Revenue +5% Y/Y to $26.0B ($0.4B beat).
• Non-GAAP EPS $1.63 ($0.05 beat).
Segment operating margin:
🍿 Entertainment: 7% (-3pp Y/Y).
🏈 Sports: 4% (-1pp Y/Y).
🏰 Experience: 33% (flat Y/Y).
Outlook: 10%+ adj. EPS growth in FY26. https://t.co/rGdrSYRgdG
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Fiscal.ai
RT @BradoCapital: Help me name this new feature we are dropping v1 of soon!
🔍 It allows you to query certain terms across:
1) Pick which companies
2) Pick which document types
Current names in the running are:
"Query"
"Find"
"Discover"
"Explore" https://t.co/8hAVZnJBM4
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RT @BradoCapital: Help me name this new feature we are dropping v1 of soon!
🔍 It allows you to query certain terms across:
1) Pick which companies
2) Pick which document types
Current names in the running are:
"Query"
"Find"
"Discover"
"Explore" https://t.co/8hAVZnJBM4
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