⁠App Economy Insights
Quantum computers in years, not decades?

Microsoft CEO Satya Nadella:
"The future of computing just changed."

$MSFT's Majorana 1 chip:
✅ Topological qubits stable & scalable.
🎯 Million-qubit processors within reach.
🌍 Solving problems beyond today's computers" https://t.co/1Ax47DDC63
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⁠Stock Analysis Compilation
Baron Real Estate Income Fund on Equity Residential $EQR US

Thesis: Equity Residential is well-positioned for growth due to its valuable coastal apartment portfolio, favorable market dynamics, strong resident profiles, housing undersupply, attractive pricing, and low leverage.

(Extract from their Q4 letter)
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⁠Quiver Quantitative
Senate Majority Leader John Thune was just asked questions on Ukraine: https://t.co/yuNCAPM0VW
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⁠Stock Analysis Compilation
Brown Advisory on Zoetis $ZTS US

Thesis: Zoetis is the global leader in animal health, excelling in R&D and innovation, with a strong market position that offers competitive advantages in a less crowded and regulated industry.

(Extract from their Q4 letter) https://t.co/L5Cuw6NtwU
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⁠Quiver Quantitative
BREAKING: Trump has ordered the Pentagon to plan 8% cuts to the defense budget in each of the next 5 years, per The Washington Post.
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⁠Finding Compounders
Chris Cerrone's advice for aspiring investors https://t.co/ugUvN3aCtn
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⁠Quiver Quantitative
Palantir stock, $PLTR, is now down 10% after news of Trump's plan for defense cuts.

We've seen several members of Congress buy Palantir stock in the last month.

Anyone have any predictions? https://t.co/GpWWkT3udY
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⁠Stock Analysis Compilation
Marlton Partners on abrdn European Logistic Income plc (ASLI.LN) $ASLI LN

Thesis: abrdn European Logistic Income plc (ASLI.LN) is a European logistics REIT that entered a managed wind-down after a failed continuation vote, but has since made property sales that could enhance shareholder value.

(Extract from their Q4 letter)
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