⁠App Economy Insights
Hedge funds' top picks in Q2:

☁️ AI infrastructure: $AMZN $GOOG
⚙️ Semis: $AVGO $QCOM $TSM
🌏 International: $CPNG $MELI $SE
⚡️ Energy: $GEV $CEG

Dive in for some surprising finds!👇
https://t.co/wXBwC943dk
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⁠PitchDeckGuy
Peloton's stock is down 98% since Covid highs

Here’s their pitch deck: https://t.co/KAs0jr8xJR
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⁠Quiver Quantitative
Parker-Hannifin executives have made over $350k in political donations over the last 6 years.

98% of that money has gone towards candidates that support more defense spending (source: @goodsuniteus)

Wild that this is allowed.

We recently posted this report on a purchase of Parker-Hannifin stock, $PH, by Senator Markwayne Mullin.

$PH produces parts for the military.

Mullin sits on the Senate Armed Services Committee.

The stock has now risen 13% this week. https://t.co/djcVBnQWG2 - Quiver Quantitative
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⁠Quiver Quantitative
🚨 BREAKING: Representative Josh Gottheimer just disclosed a purchase of Northrop Grumman stock, $NOC.

Northrop just raised profit forecasts, amid increased global defense spending.

Gottheimer sits on the House Intelligence Committee.

We'll keep you updated. https://t.co/VX4FvO1yqY
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⁠Stock Analysis Compilation
Stock Analysis Compilation #53 is in your inbox 🔥 (link below)

43 free analyses from the best hedge funds & newsletters :

$ABNB $EVO $MO $AMZN $ADSK $RILY $BKNG $CPS $CRON $FC $ILMN $LB $EDU $NU $PLTR $PM $PPSI $SE $SKYH $SPOT $UBER $ULTA $ZM and many more https://t.co/Rlbn77ytfq
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⁠Quiver Quantitative
Nancy Pelosi has now made $10.4M in the stock market in the last week, per our estimates. https://t.co/6NnGfm8CRy
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⁠Stock Analysis Compilation
Meditation Capital on Cab Payments $CABP LN

Thesis: Cab’s unique value proposition and strategic focus on its strong financial position make it a high-risk, high-reward opportunity with potential for a 40% IRR

(Extract from their Q2 letter, link in SAC#53) https://t.co/GJ4sigQdot
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