⁠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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⁠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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⁠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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⁠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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⁠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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⁠Investing visuals
$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 - Investing visuals
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⁠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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⁠The All-In Podcast
JD Vance explains the Trump Era political realignment

*Recorded last September, two months before the 2024 Election.

@DavidSacks:

"The Bush Republicans are now Harris Democrats, and the Kennedy Democrats are now Trump Republicans."

"Clearly, something big is happening in our politics here. Can you explain this realignment?"

@JDVance:

" One way of understanding is you have to ask yourself, who has benefited and who was harmed from the last 30 years of the bipartisan consensus in this country, right?"

" So you got to talk about a manufacturing policy that I think promoted the offshoring of millions of good American manufacturing jobs and in the process, by the way, made us less self-reliant as a country."

"That really benefited people like Dick Cheney and Kamala Harris and their donors."

" It didn't benefit the people that I serve in the state of Ohio."

" If you ask yourself, who actually went off and fought these ridiculous wars?"

"It was very often working and middle class kids in communities like mine. It wasn't the family of our current leadership class, by and large, though of course there are exceptions."

Recorded on September 9th, 2024 at the All-In Summit
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⁠Hidden Value Gems
One way to do business in the modern US. Invest in Trump memecoin to get invited to a dinner with Trump at Trump National Golf Club built by Trump. https://t.co/qPIHOq4ArI
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