⁠App Economy Insights
$V Visa Q2 FY25 (March quarter).

• Payment volume +8% Y/Y.
• Cross-border volume +13% Y/Y.
• Processed transactions +9% Y/Y.
• Revenue +9% Y/Y to $9.6B ($50M beat).
• Non-GAAP EPS of $2.76 ($0.08 beat). https://t.co/4iUWi8JdVP
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⁠The All-In Podcast
Foundation Models: Who wins in 2025?

On the most recent episode, the besties discussed @Google's leap in performance with its newest Gemini model.

According to our partner @Polymarket, @Google is also the current favorite to end the year with the best-performing model, as measured by Chatbot Arena results.

It's a three-horse race between Google (38%), @OpenAI (26%), and @xai (17%)!

Which company do you think ends 2025 with the best model?
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⁠Capital Employed
47 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇

https://t.co/L7tSMecm8H https://t.co/beZbdunfHs
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⁠Investing visuals
$AAPL reports earnings tomorrow. Here's a snapshot of the business👇 https://t.co/MJVWsaAohP
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⁠Quiver Quantitative
US GDP just came in negative for the first time since 2022.

Odds of a recession this year have risen to 74%, according to betting markets. https://t.co/9JUd3S4dll
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⁠Quiver Quantitative
Senator Josh Hawley just went on CNBC to talk about congressional stock trading: https://t.co/UJ4eukcq6I
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⁠Hidden Value Gems
I could not pass by the 694.9% interest rate 🙈 https://t.co/2fjOI6d80T
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⁠Investing visuals
$PLTR vs $HIMS: which do you prefer? https://t.co/yMlKpzgIrQ
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⁠Quiver Quantitative
Look at this.

In May, we noticed a U.S. politician buying stock in a German arms manufacturer.

Rheinmetall stock has now risen 191% since we posted this report:

BREAKING: Representative Susie Lee just bought stock in the German arms manufacturer Rheinmetall, $RNMBY.

She is the first U.S. politician we have seen buy Rheinmetall stock.

Lee sits on the House Appropriations Subcommittee on Military Construction. https://t.co/hiNwf8AsRK - Quiver Quantitative
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