�𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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⁠Dimitry Nakhla | Babylon Capital®
Chris Hohn | TCI Fund Management 13F Q4 24’

Notable adds: $MSFT
Notable sales: $CNI https://t.co/5Vb5GrKgOo
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⁠App Economy Insights
$AMZN Amazon is outspending everyone.

💰 $100B+ in CapEx for 2025.
☁️ AWS is racing to meet AI demand.

While Big Tech hands cash to investors, Amazon reinvests everything.

Let’s break it down.
https://t.co/Jo7W44tZfC
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⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative John Larson has introduced legislation that require Elon Musk to file a public financial disclosure.

It's called the "Ending DOGE Conflicts Act"

Do you support this?

Poll below. https://t.co/hHHtInu6dl
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⁠Quiver Quantitative
Warren Buffett, Michael Burry, and many big hedge funds are likely filing portfolio updates today.

Check out the Quiver app on iOS for alerts right when new filings from famous investors come in.
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⁠Investing visuals
Game time! Palantir $PLTR vs. $HIMS 🥊✨

Two vastly different businesses, but it’s fascinating to see how they compare on fundamentals👇
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⁠Quiver Quantitative
Wow.

Last month, we sent out a notification on Pelosi's purchase of Tempus AI call options.

$TEM has now risen 183% since her trade. https://t.co/uRA4apyXeT
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⁠Stock Analysis Compilation
Clearbridge Growth Strategy on AppLovin $APP US

Thesis: AppLovin is the leading mobile game and app advertising platform with strong growth potential in mobile app marketing and e-commerce, driven by its AI technology and controlled expenses.

(Extract from their Q4 letter) https://t.co/zafkLbHCRo
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⁠Quiver Quantitative
Another politician has bought stock in Alibaba.

Representative Robert Bresnahan just filed purchases of up to $60K of $BABA.

The stock has risen 16% since his purchases. https://t.co/KMG1bnEMP7
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