⁠App Economy Insights
$MSFT Microsoft earnings:

AI is close to a $10B annual run rate.

☁️ Azure deceleration.
📊 New segmentation.
🤖 Autonomous agents.

Let’s dive into the visuals 👇
https://t.co/2d61NAqMpy
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⁠Librarian Capital
RT @opinion: If Donald Trump is re-elected, he wants revenge.

@TimOBrien breaks down what a Trump 2.0 presidency would look like 🎥 https://t.co/uC8mFNd3sf
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⁠Investing visuals
Apple $AAPL after earnings summary📜 https://t.co/1hnOEWnFkc
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⁠Librarian Capital
RT @carlquintanilla: News cycle, heading into final weekend:

@washingtonpost @politico @WSJ @CNN https://t.co/h4ZRQ441sz
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⁠Stock Analysis Compilation
Stock Analysis Compilation #62 is in your inbox 🔥
(link in bio)

46 stock pitches from the best hedge funds & newsletters :

$BWIN $BOC $CASY $CELH $CPRT $DBX $DAVA $ESQ $GOOGL $HIMS $IDXX $LRCX $MSFT $MYTE $PRM $PM $PPSI $RKLB $SOFI $STHO $TSLA $TXN $TYL $XPFL $SOPH and many more
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⁠Investing visuals
Mastercard $MA after earnings update📜
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⁠Quiver Quantitative
Elon Musk has now spent $119M to help elect Donald Trump.

Here is our data on his spending over time: https://t.co/x5P5Xintp0
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⁠Stock Analysis Compilation
East72 on HAL Trust $HAL NA

Thesis: HAL Trust's substantial discount to assessed value, with diverse holdings across sectors, suggests a significant upside for value investors seeking undervalued assets.

(Extract from their Q3 letter, link to the full analysis in SAC#62) https://t.co/UkWmgi15Uh
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