Offshore
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Quiver Quantitative
BREAKING: Representative Julie Johnson has bought stock in General Dynamics.
General Dynamics is a defense contractor.
Johnson sits on the House Committee on Foreign Affairs.
This is the first time we have seen her trade $GD.
Full trade list up on Quiver. https://t.co/e6IgyyTdAA
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BREAKING: Representative Julie Johnson has bought stock in General Dynamics.
General Dynamics is a defense contractor.
Johnson sits on the House Committee on Foreign Affairs.
This is the first time we have seen her trade $GD.
Full trade list up on Quiver. https://t.co/e6IgyyTdAA
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Offshore
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Quiver Quantitative
This is wild.
Viasat stock has now risen 93% since we posted this report.
Up another 9% today. https://t.co/z8iFoDwSDl
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This is wild.
Viasat stock has now risen 93% since we posted this report.
Up another 9% today. https://t.co/z8iFoDwSDl
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Offshore
Video
The All-In Podcast
🚨Chamath: "If we go to war, this totally screws everything up. You could see oil double."
"Every time we're on the verge of victory, somebody in the military industrial complex invents some escalation of something so that we can just go to war."
"The answer always seems to be, let's go to war, or let's support a war, or let's enable a war. And the bulwark to that has been the president."
"If we go to war, this totally screws everything up."
"You could see oil double. Double!"
"What happens to the economy of the world, of world GDP, of everything, of inflation, if you have oil at $100/barrel, or $112/barrel?"
"It's not good."
"So you have to wonder like, why would people want this escalation? Who wants this escalation?"
"It's deeply beneficial for America to avoid anything calamitous happening here."
"So I hope we find an off-ramp, and I hope that the president gets his way."
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🚨Chamath: "If we go to war, this totally screws everything up. You could see oil double."
"Every time we're on the verge of victory, somebody in the military industrial complex invents some escalation of something so that we can just go to war."
"The answer always seems to be, let's go to war, or let's support a war, or let's enable a war. And the bulwark to that has been the president."
"If we go to war, this totally screws everything up."
"You could see oil double. Double!"
"What happens to the economy of the world, of world GDP, of everything, of inflation, if you have oil at $100/barrel, or $112/barrel?"
"It's not good."
"So you have to wonder like, why would people want this escalation? Who wants this escalation?"
"It's deeply beneficial for America to avoid anything calamitous happening here."
"So I hope we find an off-ramp, and I hope that the president gets his way."
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Offshore
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Quiver Quantitative
UPDATE: In January, we noticed Nancy Pelosi buying up Tempus AI call options.
$TEM has now risen 133% since her trade.
Track her portfolio on Quiver: https://t.co/DMS0a2tu5j
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UPDATE: In January, we noticed Nancy Pelosi buying up Tempus AI call options.
$TEM has now risen 133% since her trade.
Track her portfolio on Quiver: https://t.co/DMS0a2tu5j
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Offshore
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App Economy Insights
Circle CEO says the iPhone moment for stablecoins is coming soon.
$CRCL is up 5x since its IPO last week. 👀
WTF are stablecoins?
Here's your guide. 👇
https://t.co/DdBIlLAxKm
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Circle CEO says the iPhone moment for stablecoins is coming soon.
$CRCL is up 5x since its IPO last week. 👀
WTF are stablecoins?
Here's your guide. 👇
https://t.co/DdBIlLAxKm
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Offshore
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Quiver Quantitative
Wow.
We sounded the alarm when Rep. James Comer filed a single stock purchase after Trump was inaugurated.
It was a purchase of Palantir, $PLTR.
It has now risen 96% since.
Comer is the chairman of the House Committee on Oversight and Accountability. https://t.co/HIpLJjiNJU
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Wow.
We sounded the alarm when Rep. James Comer filed a single stock purchase after Trump was inaugurated.
It was a purchase of Palantir, $PLTR.
It has now risen 96% since.
Comer is the chairman of the House Committee on Oversight and Accountability. https://t.co/HIpLJjiNJU
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Offshore
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App Economy Insights
$META Meta just dropped its 2nd biggest bag.
$14B for a 49% stake in Scale AI.
More than Oculus and Instagram combined.
Here's how it stacks up. 👇 https://t.co/AH4Q30uvtn
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$META Meta just dropped its 2nd biggest bag.
$14B for a 49% stake in Scale AI.
More than Oculus and Instagram combined.
Here's how it stacks up. 👇 https://t.co/AH4Q30uvtn
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Offshore
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Investing visuals
$AMD is up +10% today and still reasonably priced 👌
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$AMD is up +10% today and still reasonably priced 👌
$AMD:
🔹Revenue is up +33%
🔹Data center revenue is up +57%
🔹Free cash flow is up +92%
🔹Trades at 30x forward price/free cash flow
High growth at a reasonable price. https://t.co/uF6XuZQJlx tweet
Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase at $OXM
The CEO has just reported purchasing $260k of the company's stock, increasing his ownership stake by 4%.
This is the first insider purchase we have seen by an executive at $OXM in over 4 years.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase at $OXM
The CEO has just reported purchasing $260k of the company's stock, increasing his ownership stake by 4%.
This is the first insider purchase we have seen by an executive at $OXM in over 4 years.
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