⁠Investing visuals
I won’t be surprised if $AMD data center revenue surpasses $10B in 2030. https://t.co/R3Ar6mVJIQ
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⁠Quiver Quantitative
We spent the last two weeks sounding the alarm on purchases of defense stocks by politicians on armed services committees.

The US just carried out strikes on Iran.

Regardless of opinions on the attack, I think most would agree that Congress should not be trading defense stocks. https://t.co/cXFXZStzRT
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⁠Quiver Quantitative
BREAKING: Chuck Schumer has said that Congress must vote on the War Powers Act.

Representatives Ro Khanna and Thomas Massie have introduced a resolution in the House.

It would force members of Congress to go on the record as being in support or opposition to war in Iran.
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⁠Hidden Value Gems
Tel-Aviv stock exchange share price is sky rocketing: +53% YTD.

Probably lots of AI related companies with exposure to the US.

Still would not have expected such strong performance 👇🏼 https://t.co/yHrzFPGLzc
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⁠Investing visuals
How the Magnificent 7 make money, ranked from most to least profitable.

A thread 🧵👇

1 – $GOOGL generated $34.4B net income in Q1, boosted by unrealized gains on non-marketable equity securities.

Around $8B came from their SpaceX stake. https://t.co/hCED7hf0bm
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⁠Hidden Value Gems
Good call!

🚨 This 'trade war' will be over soon!

Why? Simple. Just follow the money.

A substantial percentage of most US retailers' products, especially on the more affordable end, are sourced in China.

Walmart is a great example, being the largest of them all and also sourcing a disproportionate amount from China.

Both sides will ultimately settle and settle soon. Not at zero but at a reasonable tariff which, from the perspective of the US, is also justified considering the various trade obstacles China has put in place.

In return, China will help with Russia and avoid domestic tensions from weaker manufacturing. Never forget: the one thing a 'communist' government cannot afford is social unrest.

So, don't get too obsessed with the current trade skirmish and focus on the bigger picture.

And enjoy the sunshine... - Marco Pabst
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⁠Investing visuals
$V vs $MA: a side-by-side of two high quality compounders 💎 https://t.co/Ct4KRRh8Sf
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⁠The All-In Podcast
RT @chamath: We launched our ultra premium tequila today in LA at Delilah’s. https://t.co/aVdbNP9YWP
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⁠Quiver Quantitative
JUST IN: Representative Thomas Massie says that Congress wasn't briefed on the attack on Iran.

Says that there should have been debate on the War Powers Resolution introduced by him and Rep. Ro Khanna.
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