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Quiver Quantitative
BREAKING: Senator Markwayne Mullin just filed hundreds of thousands of dollars of new stock trades.
One of them stood out to us:
He bought stock in L3Harris, $LHX.
L3Harris produces drone technology.
Mullin sits on the Armed Services Committee.
Full trade list on Quiver. https://t.co/RdymDHY3uB
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BREAKING: Senator Markwayne Mullin just filed hundreds of thousands of dollars of new stock trades.
One of them stood out to us:
He bought stock in L3Harris, $LHX.
L3Harris produces drone technology.
Mullin sits on the Armed Services Committee.
Full trade list on Quiver. https://t.co/RdymDHY3uB
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Offshore
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Quiver Quantitative
BREAKING: Senator Josh Hawley just attacked 23andMe for allegedly selling genetic information.
"I hope consumers sue them into oblivion"
- @HawleyMO https://t.co/o2xYFYrWe7
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BREAKING: Senator Josh Hawley just attacked 23andMe for allegedly selling genetic information.
"I hope consumers sue them into oblivion"
- @HawleyMO https://t.co/o2xYFYrWe7
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Offshore
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Quiver Quantitative
Secretary Bessent: If the congresswoman would care to check Bloomberg, the stock market is up on the year https://t.co/3PlPigX7B7
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Secretary Bessent: If the congresswoman would care to check Bloomberg, the stock market is up on the year https://t.co/3PlPigX7B7
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Dimitry Nakhla | Babylon Capital®
“The only function of economic forecasting is to make astrology look respectable.”
— Quote attributed to John K Galbraith 🗣️
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“The only function of economic forecasting is to make astrology look respectable.”
— Quote attributed to John K Galbraith 🗣️
BREAKING: Inflation numbers are below expectations, surprising economists who had predicted that President Trump’s tariffs would cause economic problems. tweet
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Offshore
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Quiver Quantitative
JUST IN: Secretary Bessent says that reports of him calling Elon a fraud are fake news https://t.co/xGWZE2ScVX
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JUST IN: Secretary Bessent says that reports of him calling Elon a fraud are fake news https://t.co/xGWZE2ScVX
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Investing visuals
What do you think $TSLA revenue mix will look like 10 years from now? 🧐 https://t.co/oAZPYwDM64
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What do you think $TSLA revenue mix will look like 10 years from now? 🧐 https://t.co/oAZPYwDM64
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App Economy Insights
$ORCL Oracle Q4 FY25 (May quarter).
Larry Ellison: "MultiCloud database revenue from Amazon, Google and Azure grew 115% from Q3 to Q4."
• RPO +41% Y/Y to $138B.
• Revenue +11% Y/Y to $15.9B ($0.3B beat).
• Non-GAAP EPS $1.70 ($0.06 beat).
Cloud revenue +27% Y/Y to $6.7B:
• Application (SaaS) +12% Y/Y to $3.7B.
• Infrastructure (IaaS) +52% Y/Y to $3.0B.
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$ORCL Oracle Q4 FY25 (May quarter).
Larry Ellison: "MultiCloud database revenue from Amazon, Google and Azure grew 115% from Q3 to Q4."
• RPO +41% Y/Y to $138B.
• Revenue +11% Y/Y to $15.9B ($0.3B beat).
• Non-GAAP EPS $1.70 ($0.06 beat).
Cloud revenue +27% Y/Y to $6.7B:
• Application (SaaS) +12% Y/Y to $3.7B.
• Infrastructure (IaaS) +52% Y/Y to $3.0B.
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Capital Employed
RT @capitalemployed: Some say finstack (financial substack) is getting saturated - too many newsletters.
We don’t think that’s true. Most finstacks discuss the same old stocks - Nvidia, Amazon etc.
There’s over 50,000 publicly traded companies worldwide -so plenty more to research and analyse.
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RT @capitalemployed: Some say finstack (financial substack) is getting saturated - too many newsletters.
We don’t think that’s true. Most finstacks discuss the same old stocks - Nvidia, Amazon etc.
There’s over 50,000 publicly traded companies worldwide -so plenty more to research and analyse.
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$10,000 invested in $MSFT 25 years ago would be worth $12.5 MILLION today.
Which stock do you think has that kind of potential now? https://t.co/OP1xKjkWZI
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$10,000 invested in $MSFT 25 years ago would be worth $12.5 MILLION today.
Which stock do you think has that kind of potential now? https://t.co/OP1xKjkWZI
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