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$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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Quiver Quantitative
Elon Musk: This could be the greatest administration since the founding of this country https://t.co/wo1qHU00fR
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If you bought $ABNB at its 2021 IPO, you still wouldn’t have made any money.

Do you think tomorrow’s earnings will change that? https://t.co/cFvC1fEYV5
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AkhenOsiris
Sports betting update from CZR (h/t @ButlerBets:)

"Customers bet Favorites and they bet Overs." Caesars CEO Tom Reeg said during today's' earnings call. "When those hit, it's negative for us. That's not going to change."

Caesars is looking to have single game parlay player prop cash outs for its mobile sportsbooks later this year, a move company officials said during today's earnings call will help it reach its goal of a long-term 10% structural hold.

Caesars increased its Q1 2025 net gaming sports betting revenue by 8.7% year-over-year from Q1 2024 despite "unfavorable" (favorites winning and covering) March Madness results.
How? Higher profit margins driven by parlays, per earnings call

Caesars CEO Tom Reeg said sports contract prediction markets such as Kalshi and Polymarket have had "zero impact so far on our business"; Reeg said during today's earnings call they would pursue its own prediction markets if legal avenues ultimately cleared it to do so.

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Good tidbits during the CZR call on sports betting. Parlays and in-game betting make picks and shovel plays GENI and SRAD more money relative to pre-game bets. GENI and SRAD also shielded from unfavorable outcomes (the economics are same regardless if the house loses or wins)
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AkhenOsiris
He's back 😱😱😱

Trump Trade Adviser Navarro: Markets need to look beneath the surface - CNBC. - FinancialJuice
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AkhenOsiris
RT @dan_bernstein_: EXCLUSIVE: @sporttrade_app has become the first company overseen by state gaming regulators to request CFTC approval to offer a nationwide prediction market.

The move could have a cascading effect in the sports betting industry: sportico.com/business/sports…
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App Economy Insights
📊 10 Must-See Earnings Visualized

💳 $V Visa
🥤 $KO Coca-Cola
💉 $PFE Pfizer
🎧 $SPOT Spotify
📦 $UPS UPS
💡 $CDNS Cadence
📱 $PYPL PayPal
👟 $ADDYY Adidas
🍕 $DPZ Domino’s
🏦 $SOFI SoFi
https://t.co/M2HNsIFM0Q
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BREAKING: Representative Robert Garcia has called for an investigation into whether officials committed insider trading on tariff announcements https://t.co/0LWO2jRMxt
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