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Quiver Quantitative
Why we track politicians' trading:
Representative James Comer made exactly one stock trade the day after Trump was inaugurated.
It was a purchase of Palantir, $PLTR.
It has risen 80% since.
Comer is the chairman of the House Committee on Oversight and Accountability. https://t.co/u0YMIlRgzT
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Why we track politicians' trading:
Representative James Comer made exactly one stock trade the day after Trump was inaugurated.
It was a purchase of Palantir, $PLTR.
It has risen 80% since.
Comer is the chairman of the House Committee on Oversight and Accountability. https://t.co/u0YMIlRgzT
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Wall St Engine
A record 1 in 8 cars sold in the U.S. is now a hybrid, per Wards estimates via EIA. Hybrids made up 12.4% of sales in the past 3 months—BEVs just 7.1%. Toyota’s bet is paying off: nearly 40% of its sales are hybrids, while BEVs are just over 1%. Akio Toyoda’s 30% BEV cap forecast is starting to look prescient.
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A record 1 in 8 cars sold in the U.S. is now a hybrid, per Wards estimates via EIA. Hybrids made up 12.4% of sales in the past 3 months—BEVs just 7.1%. Toyota’s bet is paying off: nearly 40% of its sales are hybrids, while BEVs are just over 1%. Akio Toyoda’s 30% BEV cap forecast is starting to look prescient.
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Quiver Quantitative
Another one:
Representative Julie Johnson bought Palantir stock for the first time on January 15th.
$PLTR has now risen 93% since then.
Johnson sits on the House Committee on Homeland Security. https://t.co/Z4A5fcdVPQ
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Another one:
Representative Julie Johnson bought Palantir stock for the first time on January 15th.
$PLTR has now risen 93% since then.
Johnson sits on the House Committee on Homeland Security. https://t.co/Z4A5fcdVPQ
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Wall St Engine
RBC just raised its year-end S&P 500 target to 5,730, up from 5,500, saying it's “a better macro backdrop than the more severe stagflation scenario” priced in earlier this year—but still not as strong as January’s view. With “margin contraction” expected in 2H and “some relief on interest expense” from Fed cuts, RBC stays neutral, saying trade thaw “has been priced in.”
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RBC just raised its year-end S&P 500 target to 5,730, up from 5,500, saying it's “a better macro backdrop than the more severe stagflation scenario” priced in earlier this year—but still not as strong as January’s view. With “margin contraction” expected in 2H and “some relief on interest expense” from Fed cuts, RBC stays neutral, saying trade thaw “has been priced in.”
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Wall St Engine
CrowdStrike $CRWD and Microsoft $MSFT just teamed up to align cyber threat naming across platforms—calling it a “Rosetta Stone” for threat intel. By mapping aliases like Midnight Blizzard (MSFT) and COZY BEAR (CRWD), they’ve already deconflicted 80+ actors. Goal: faster, clearer threat response.
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CrowdStrike $CRWD and Microsoft $MSFT just teamed up to align cyber threat naming across platforms—calling it a “Rosetta Stone” for threat intel. By mapping aliases like Midnight Blizzard (MSFT) and COZY BEAR (CRWD), they’ve already deconflicted 80+ actors. Goal: faster, clearer threat response.
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Wall St Engine
Bernstein maintains a Market Perform on $ETSY with a $45 target after a 25% run-up, noting momentum around its 3-part growth plan: better product discoverability, stronger personalization, and a more app-centric experience. After hosting CEO Josh Silverman and CFO Lanny Baker at their Strategic Decisions Conference, Bernstein said Etsy is “casting a wider net, with data,” shifting from past reliance on prior purchases to more real-time signals in search and engagement. That evolution is key, but “it doesn’t seem easy either,” and the firm is still “awaiting proof points on the impact.”
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Bernstein maintains a Market Perform on $ETSY with a $45 target after a 25% run-up, noting momentum around its 3-part growth plan: better product discoverability, stronger personalization, and a more app-centric experience. After hosting CEO Josh Silverman and CFO Lanny Baker at their Strategic Decisions Conference, Bernstein said Etsy is “casting a wider net, with data,” shifting from past reliance on prior purchases to more real-time signals in search and engagement. That evolution is key, but “it doesn’t seem easy either,” and the firm is still “awaiting proof points on the impact.”
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Quiver Quantitative
It's wild that there still hasn't been any media coverage of this.
Near the start of the year, we started sounding the alarm that many members of Congress were buying Palantir stock for the first time.
It was unlike anything we'd ever seen.
Members of committees on Homeland Security, Armed Services, Counterterrorism and Intelligence all filed purchases in the span of a week.
Massive contracts to Palantir have been announced since then.
The stock has risen over 70% since many of the purchases were made.
I’ve been posting updates on these trade for months, as the price has continued to rise, but still haven’t seen any of the big outlets covering it.
You can follow along here for updates on new congressional stock trades, or check out the Quiver site to track for yourself.
tweet
It's wild that there still hasn't been any media coverage of this.
Near the start of the year, we started sounding the alarm that many members of Congress were buying Palantir stock for the first time.
It was unlike anything we'd ever seen.
Members of committees on Homeland Security, Armed Services, Counterterrorism and Intelligence all filed purchases in the span of a week.
Massive contracts to Palantir have been announced since then.
The stock has risen over 70% since many of the purchases were made.
I’ve been posting updates on these trade for months, as the price has continued to rise, but still haven’t seen any of the big outlets covering it.
You can follow along here for updates on new congressional stock trades, or check out the Quiver site to track for yourself.
tweet